401(k) Plans

19,321 topics in this forum

1. No Beneficiary Statement

   By Guest Michael Anderson, October 22, 2004
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • October 22, 2004

2. No compensation and 401(a)(4)

   By 30Rock, March 10, 2015
   • 1 reply
   • 936 views
   • 
   • Lou S.
   • March 10, 2015

3. No Contributions in the First Plan Year

   By BeanCounterBlues, February 20, 2017
   • 12 replies
   • 1.5k views
   • 
   • austin3515
   • February 24, 2017

4. No control group.. 415 limit

   By Basically, January 3, 2024
   • 5 replies
   • 553 views
   • 
   • Basically
   • January 4, 2024

5. No Covid distribution/loan for you

   By Mr Bagwell, April 7, 2020
   • 6 replies
   • 845 views
   • 
   • Mr Bagwell
   • April 7, 2020

6. No Delays in Mandatory Roth Catch-ups, right?

   By austin3515, September 4, 2025
   • 12 replies
   • 3.1k views
   • 
   • ACK
   • September 9, 2025

7. No elective deferral suspension for non-hardship in-service distribution....Right?

   By ERISAatty, May 19, 2011
   • 3 replies
   • 1.7k views
   • 
   • QDROphile
   • May 20, 2011

8. No employer match on Roth deferrals--how to test

   By jkharvey, May 27, 2016
   • 17 replies
   • 2.9k views
   • 
   • austin3515
   • June 1, 2016

9. no enrollment foms

   By Jim Chad, August 12, 2008
   • 2 replies
   • 1.1k views
   • 
   • Jim Chad
   • August 12, 2008

10. no FICA tax for sole proprietor

    By cpc0506, October 2, 2017
    • 2 replies
    • 747 views
    • 
    • cpc0506
    • October 2, 2017

11. No Fidelity Bond for 2005

    By Guest Ted Kowalchuk, CFP, CFS,, May 10, 2006
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • May 10, 2006

12. No frills 401(k) Max Contribution

    By Basically, January 10, 2022
    • 13 replies
    • 1.4k views
    • 
    • Basically
    • January 20, 2022

13. No Fund Change Notice

    By khn, June 14, 2023
    • 1 reply
    • 465 views
    • 
    • Paul I
    • June 14, 2023

14. No Highly Compensated Employees in 401(k) Plan?

    By Guest PAM, January 8, 1999
    • 10 replies
    • 3k views
    • 
    • MWeddell
    • January 14, 1999

15. No hours or compensation

    By jkharvey, October 3, 2007
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 3, 2007

16. no longer a business and retired

    By mehmgo, June 21, 2019
    • 16 replies
    • 3.9k views
    • 
    • loserson
    • June 26, 2019

17. No Longer a Participating Employer

    By Guest JEP, May 12, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 12, 2003

18. No match on Roth 401k

    By austin3515, February 25, 2010
    • 8 replies
    • 1.8k views
    • 
    • Kevin C
    • February 26, 2010

19. No matching on Roth?

    By ch1719, September 22, 2016
    • 13 replies
    • 3.7k views
    • 
    • My 2 cents
    • September 22, 2016

20. No money withheld on distribution

    By wsp, January 13, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 13, 2003

21. No more cross-testing, permitted disparity or top-heavy in D.C. Plans 1 2

    By KJohnson, January 31, 2003
    • 78 replies
    • 17.8k views
    • 
    • jquazza
    • February 3, 2004

22. No more determination letters...

    By austin3515, July 23, 2015
    • 19 replies
    • 2.5k views
    • 
    • TPApril
    • March 21, 2016

23. No more suspension for h'ship withdrawals--question

    By BG5150, August 28, 2019
    • 1 reply
    • 618 views
    • 
    • C. B. Zeller
    • August 28, 2019

24. No named trustee

    By Guest babs51, June 26, 2006
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • June 27, 2006

25. No one has a signed doc starting Plan in 2008

    By Jim Chad, August 16, 2011
    • 2 replies
    • 1.2k views
    • 
    • Jim Chad
    • August 17, 2011

26. No Profit Sharing - do I file a 5500

    By PainPA, June 28, 2019
    • 14 replies
    • 3.4k views
    • 
    • Flyboyjohn
    • July 2, 2019

27. No PT, right?

    By austin3515, December 17, 2010
    • 2 replies
    • 972 views
    • 
    • Bird
    • December 17, 2010

28. No record of any review by a 401k plan's trustees during past 5 years,

    By Guest m barrett, November 28, 1999
    • 1 reply
    • 1.6k views
    • 
    • Jon Chambers
    • December 1, 1999

29. No Rollover Contribution Fees for 6 Months -- Any Issues?

    By Interested Party, February 5, 2025
    • 5 replies
    • 1.1k views
    • 
    • Interested Party
    • February 5, 2025

30. No S-8 if matching shares

    By Fortunate Freddy, July 29, 2021
    • 0 replies
    • 413 views
    • 
    • Fortunate Freddy
    • July 29, 2021

31. No show jobs and benefits

    By ratherbereading, January 6, 2017
    • 38 replies
    • 6.1k views
    • 
    • Belgarath
    • June 20, 2017

32. No social security number

    By 30Rock, August 26, 2020
    • 4 replies
    • 2.5k views
    • 
    • Peter Gulia
    • September 7, 2020

33. No violation of 415, 402(g) or 401(k) - just 404(c)

    By imchipbrown, January 23, 2001
    • 5 replies
    • 2.2k views
    • 
    • rcline46
    • January 23, 2001

34. non active members of LLC in ADP test

    By Jim Chad, January 9, 2019
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • January 9, 2019

35. Non Calendar Plan and Compensation for Initial Short Year

    By Susan S., December 8, 2015
    • 1 reply
    • 649 views
    • 
    • Tom Poje
    • December 8, 2015

36. Non Calendar Year 401k

    By DP, November 25, 2002
    • 5 replies
    • 5k views
    • 
    • kocak
    • November 26, 2002

37. non calendar year adp test/catch up

    By Guest LoloV, November 24, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 24, 2004

38. Non Calendar Year Safe Harbor 401(k)

    By Guest SPollock, February 9, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 9, 1999

39. Non Deductible Contributions to DC Plan

    By TPA Bob, December 31, 2014
    • 9 replies
    • 1.4k views
    • 
    • Belgarath
    • January 6, 2015

40. non discrimination testing

    By Gary, March 11, 2011
    • 0 replies
    • 865 views
    • 
    • Gary
    • March 11, 2011

41. Non Discrimination Testing for Amendment Permitting Early Entry Into 401(k) Plan

    By PensionPro, February 25, 2022
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 8, 2022

42. Non Discrimination, Excess Deferrals and Catch ups.

    By Lori H, February 4, 2009
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • February 4, 2009

43. Non elective contribution

    By Gary, July 17, 2008
    • 4 replies
    • 2.5k views
    • 
    • Gary
    • July 18, 2008

44. Non Executed Plan Document

    By Guest qualitybenefits, February 22, 2005
    • 6 replies
    • 2k views
    • 
    • mbozek
    • February 23, 2005

45. non locatable ees

    By Guest rslagle224, October 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • October 15, 2001

46. Non participation in safe harbor 401k by non HCE

    By Guest BILL SMITH, September 18, 1998
    • 1 reply
    • 4.5k views
    • 
    • Guest
    • September 18, 1998

47. non profit 401(k)

    By Lori H, January 27, 2009
    • 22 replies
    • 3.4k views
    • 
    • Guest
    • January 30, 2009

48. non profit organization

    By Chippy, September 23, 2021
    • 2 replies
    • 515 views
    • 
    • Patricia Neal Jensen
    • September 27, 2021

49. Non profit with subsidiaries

    By Jim Chad, August 31, 2012
    • 1 reply
    • 898 views
    • 
    • mbozek
    • September 3, 2012

50. Non QJSA 401(k) spousal waiver for beneficiary

    By Jim Chad, December 13, 2016
    • 2 replies
    • 675 views
    • 
    • GMK
    • December 13, 2016