401(k) Plans

19,321 topics in this forum

1. new safe harbor 401k

   By Guest LTurner, August 28, 2003
   • 0 replies
   • 982 views
   • 
   • Guest
   • August 28, 2003

2. New Safe Harbor 401K & Terminated Employees

   By JToenes, March 17, 2017   

   • safe harbor
   • terminated employee
   • (and 4 more)

     Tagged with:

     • safe harbor
     • terminated employee
     • terminated employees
     • 401(k)
     • 401
     • new
   • 3 replies
   • 2k views
   • 
   • Mr Bagwell
   • March 20, 2017

3. New safe harbor 401k compensation definition

   By Guest ladycpa2, March 12, 2008
   • 1 reply
   • 2k views
   • 
   • Lou S.
   • March 12, 2008

4. new safe harbor 401k with term'd employee

   By Santo Gold, September 6, 2007
   • 3 replies
   • 1.3k views
   • 
   • Kevin C
   • September 7, 2007

5. New Safe Harbor Plan

   By Guest elang, November 30, 2011
   • 7 replies
   • 2.1k views
   • 
   • rcline46
   • December 1, 2011

6. New safe harbor plan

   By PensionPro, August 12, 2025
   • 6 replies
   • 803 views
   • 
   • Lou S.
   • August 12, 2025

7. new Safe Harbor Plan

   By Guest p051, September 12, 2006
   • 2 replies
   • 1.3k views
   • 
   • SteveH
   • September 12, 2006

8. New Safe Harbor Plan - 2005 - no prior plans

   By Guest jetfaninmn, September 15, 2005
   • 7 replies
   • 1.1k views
   • 
   • Guest
   • September 16, 2005

9. New Safe Harbor Plan and Control Groups

   By coleboy, September 10, 2014
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • September 10, 2014

10. New Safe Harbor Plan by 10/1 & notice requirement

    By TPApril, September 23, 2022
    • 7 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • September 26, 2022

11. New Safe Harbor Plan Effective 10-1-2010

    By steverenner, September 28, 2010
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • September 30, 2010

12. New safe harbor plan for 2009

    By Guest Georgia1, August 31, 2009
    • 12 replies
    • 1.5k views
    • 
    • Guest
    • February 5, 2010

13. New Safe Harbor Plan started mid-year

    By Tom, May 23, 2022
    • 0 replies
    • 271 views
    • 
    • Tom
    • May 23, 2022

14. New Safe Harbor Rule

    By Alan Simpson, October 13, 1998
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 5, 1999

15. New Safe Harbor today, effective 1/1/05?

    By Guest LTurner, December 9, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 9, 2005

16. New Safe-harbor 401(k)Plan for 2001

    By SMB, December 21, 2000
    • 2 replies
    • 1.6k views
    • 
    • Alf
    • December 26, 2000

17. New Section 404 Rules

    By Guest BCoffey, December 6, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 7, 2001

18. New SH Notice Rules

    By BG5150, October 20, 2021
    • 1 reply
    • 428 views
    • 
    • pensionreview
    • October 21, 2021

19. New single member 401(k) for 2020, Still time?

    By K-t-F, August 19, 2021
    • 8 replies
    • 669 views
    • 
    • Ilene Ferenczy
    • August 20, 2021

20. New statutory exclusion regulations for ADP/ACP testing

    By Guest VPA, February 28, 2000
    • 4 replies
    • 3.1k views
    • 
    • MWeddell
    • March 1, 2000

21. New Targeted QNEC rules

    By fiona1, June 15, 2005
    • 6 replies
    • 5.4k views
    • 
    • PensionPro
    • October 30, 2009

22. New TIN?

    By Guest dhall, April 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • April 8, 2011

23. New to industry

    By Bruce1, August 3, 2024
    • 5 replies
    • 715 views
    • 
    • Bruce1
    • August 9, 2024

24. New to me Plan - SH NEC Review... Not Right

    By Basically, August 29, 2023
    • 3 replies
    • 712 views
    • 
    • Bri
    • August 29, 2023

25. New to QACAs

    By thepensionmaven, June 6, 2022
    • 0 replies
    • 300 views
    • 
    • thepensionmaven
    • June 6, 2022

26. New to Voluntary Contributions

    By thepensionmaven, August 3, 2022
    • 9 replies
    • 1k views
    • 
    • Bill Presson
    • August 8, 2022

27. New top-heavy 401(k) plan implemented 7/1/98 - must minimum top heavy

    By Guest ANNEBV, October 13, 1999
    • 1 reply
    • 1.4k views
    • 
    • Richard Anderson
    • October 14, 1999

28. New TPA: what is transferred?

    By Guest Key Lime Pie, December 12, 2009
    • 24 replies
    • 3.5k views
    • 
    • Below Ground
    • December 21, 2009

29. New VFCP "Self Correction"

    By austin3515, November 28, 2022
    • 13 replies
    • 1k views
    • 
    • Peter Gulia
    • November 30, 2022

30. New VFCP Program - Poll on Anticipated Use

    By austin3515, March 27, 2025
    • 0 replies
    • 583 views
    • 
    • austin3515
    • March 27, 2025

31. New Withholding Rules Requiring W4R?

    By austin3515, December 28, 2022
    • 2 replies
    • 1.1k views
    • 
    • pmacduff
    • December 28, 2022

32. New york secure choice

    By SSRRS, May 7, 2021
    • 9 replies
    • 1.9k views
    • 
    • Peter Gulia
    • May 10, 2021

33. New, small plans have to be auto enroll--for how long?

    By BG5150, August 24, 2023
    • 3 replies
    • 571 views
    • 
    • Peter Gulia
    • August 25, 2023

34. New/First Solo 401K: Contributions under Limit(s), but More than I intended/needed

    By ALouise37, December 30, 2018
    • 6 replies
    • 991 views
    • 
    • SoCalActuary
    • January 16, 2019

35. Newly Eligible Employees

    By justatester, October 7, 2014   

    • Business Aquistion
    • 1 reply
    • 848 views
    • 
    • Lou S.
    • October 7, 2014

36. Newly Established Profit Sharing Plan--Need to Fund w/ $1.00?

    By Guest aciepluch, December 29, 2004
    • 16 replies
    • 3.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 4, 2005

37. Newly established safe harbor 401(k) plan

    By R. Butler, September 7, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 7, 2001

38. Newlywed HCE?

    By Leopurrd, August 2, 2011
    • 9 replies
    • 1.8k views
    • 
    • 12AX7
    • August 3, 2011

39. NHC employees given too much match

    By Pammie57, September 7, 2016
    • 2 replies
    • 803 views
    • 
    • My 2 cents
    • September 7, 2016

40. NHCE only 401(k) Profit sharing plan discrimination

    By JHalligan, November 9, 2022
    • 2 replies
    • 943 views
    • 
    • MWeddell
    • November 10, 2022

41. NHCEs covered under DB Plan, can HCE's contribute to 401(k) Plan?

    By Guest Richard Scheer, February 1, 2002
    • 16 replies
    • 2.7k views
    • 
    • Guest
    • February 4, 2002

42. NIPA vs. ASPA

    By Guest CCarter, June 6, 2002
    • 7 replies
    • 6.5k views
    • 
    • Guest
    • June 11, 2002

43. No Accountants Opinion Attached to 5500 - 2022

    By John K, June 28, 2024
    • 1 reply
    • 661 views
    • 
    • Calavera
    • July 1, 2024

44. No Assets, No 5500

    By Guest MS TPA, May 17, 2010
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • May 19, 2010

45. No beneficiary

    By Guest Hgreer, January 30, 2013
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • January 30, 2013

46. No beneficiary designation on a deceased participant

    By Guest jetfaninmn, August 10, 2005
    • 7 replies
    • 3.4k views
    • 
    • Lori H
    • May 16, 2007

47. No Beneficiary Designation On File

    By waid10, July 12, 2012
    • 4 replies
    • 1.7k views
    • 
    • Peanut Butter Man
    • July 13, 2012

48. No Beneficiary Designation- distribute to estate

    By Kat, January 28, 2021
    • 1 reply
    • 606 views
    • 
    • FORMER ESQ.
    • January 30, 2021

49. No Beneficiary on file

    By Guest benefitsanalyst, January 10, 2003
    • 5 replies
    • 2.3k views
    • 
    • mbozek
    • January 13, 2003

50. No Beneficiary on File

    By JKW, May 2, 2012
    • 3 replies
    • 1.2k views
    • 
    • JKW
    • May 3, 2012