401(k) Plans

19,321 topics in this forum

1. Document Correction

   By Guest GRIMY, January 15, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • January 15, 2003

2. Loan Suspension under CARES Act

   By sb0828, June 1, 2020
   • 5 replies
   • 1.3k views
   • 
   • Caroline Martinez
   • June 3, 2020

3. Merger of 401(k) Plans Mid-Year

   By Guest abrandw, August 29, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • August 29, 2003

4. Can Prior Year Safe Harbor be stopped for HCE?

   By TPApril, April 21, 2020
   • 8 replies
   • 1.3k views
   • 
   • Luke Bailey
   • April 22, 2020

5. 401k safe harbor survey

   By Santo Gold, July 8, 2005
   • 0 replies
   • 1.3k views
   • 
   • Santo Gold
   • July 8, 2005

6. Creditor Protection IRA vs 401k

   By CLE401kGuy, September 27, 2016
   • 3 replies
   • 1.3k views
   • 
   • Lou S.
   • September 27, 2016

7. Undisclosed Employee-Paid Fees

   By Guest cstroble, April 6, 2004
   • 3 replies
   • 1.3k views
   • 
   • Mike Preston
   • April 7, 2004

8. Industry Averages

   By Guest Jeff Weber, December 29, 2010
   • 2 replies
   • 1.3k views
   • 
   • Dave Baker
   • December 29, 2010

9. Roth 401(k) 5-taxable-year period for rehires

   By Guest riss@7477, April 19, 2010
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • April 19, 2010

10. penalty for catch-up

    By Guest JBeck, February 20, 2004
    • 5 replies
    • 1.3k views
    • 
    • FundeK
    • February 20, 2004

11. document restatement after termination date

    By WCC, March 29, 2021
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • May 5, 2021

12. Division sponsored plan - or impossible?

    By Guest Mrilaomt, October 24, 2005
    • 3 replies
    • 1.3k views
    • 
    • JDuns
    • October 26, 2005

13. Safe Harbor matching with a twist!

    By Guest Pencor Consulting, October 24, 2005
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • October 24, 2005

14. Merging Safe Harbor Plan Mid Year

    By 52626, July 24, 2019
    • 1 reply
    • 1.3k views
    • 
    • Luke Bailey
    • July 25, 2019

15. Same Desk Rule

    By Guest JF, April 21, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 21, 2000

16. Fee for Roth 401(k)

    By MarZDoates, February 23, 2006
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • February 23, 2006

17. Who get SafeHarbor when PS contributions have different eligibility than CODA

    By Guest CLeggette, March 15, 2004
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • March 16, 2004

18. Roth 401(k) Logistics

    By Guest jgarber, July 26, 2007
    • 5 replies
    • 1.3k views
    • 
    • Bird
    • July 27, 2007

19. Where can I find teh preambles to the regs

    By BG5150, December 31, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 12, 2009

20. Plan Documents

    By Guest wmpension, December 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • December 14, 2005

21. Eliminating loans from a plan

    By tymesup, June 8, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 9, 2009

22. stupid ADP question

    By goldtpa, March 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • March 10, 2005

23. Okay to start up a new 401(k) now?

    By katieinny, October 27, 2003
    • 4 replies
    • 1.3k views
    • 
    • Appleby
    • October 27, 2003

24. 2021 401k+SH plan set up deadline

    By Jakyasar, November 5, 2020
    • 6 replies
    • 1.3k views
    • 
    • AndrewZ
    • November 9, 2020

25. Form 1099-R not filed for deemed loan

    By DDB BN, November 7, 2019
    • 5 replies
    • 1.3k views
    • 
    • DDB BN
    • November 8, 2019

26. Plan Eligibility

    By EBDI, April 2, 2018
    • 5 replies
    • 1.3k views
    • 
    • EBDI
    • April 3, 2018

27. Safe Harbor Contributions

    By Guest nps, May 16, 2003
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • May 16, 2003

28. Off-Calendar PYEs again

    By TPAnnie, July 25, 2007
    • 3 replies
    • 1.3k views
    • 
    • austin3515
    • July 26, 2007

29. Discriminatory Timing of Amendment

    By jpod, August 1, 2006
    • 0 replies
    • 1.3k views
    • 
    • jpod
    • August 1, 2006

30. S-Corp, W-2, 401k and match deposits

    By LMK TPA, March 28, 2025
    • 6 replies
    • 1.3k views
    • 
    • Paul I
    • March 29, 2025

31. PPA Diversification

    By Randy Watson, August 1, 2007
    • 2 replies
    • 1.3k views
    • 
    • Randy Watson
    • August 1, 2007

32. Participant Loan Question

    By MarZDoates, April 28, 2004
    • 4 replies
    • 1.3k views
    • 
    • FundeK
    • April 30, 2004

33. 401(k) questions

    By bamma, March 15, 2008
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • March 18, 2008

34. HCE Determination

    By DTH, May 9, 2003
    • 3 replies
    • 1.3k views
    • 
    • MWeddell
    • May 12, 2003

35. Owner who made 401(k) Deferrals with zero Earned Income

    By Alex Daisy, March 3, 2010
    • 2 replies
    • 1.3k views
    • 
    • Alex Daisy
    • March 3, 2010

36. financial audit and multiple ER plan

    By PensionNewbee, April 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • PensionNewbee
    • April 7, 2003

37. Deferral limits

    By pbarrett, January 5, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 6, 2004

38. Another question related to severance pay

    By jkharvey, May 6, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • May 6, 2005

39. Employee Exclusion

    By Guest moltengater, June 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2006

40. Non-calendar year plan issues

    By smm, August 3, 2006
    • 0 replies
    • 1.3k views
    • 
    • smm
    • August 3, 2006

41. Excluded or Not?

    By Jilliandiz, July 31, 2007
    • 4 replies
    • 1.3k views
    • 
    • Kimberly S
    • July 31, 2007

42. In Service Withdrawal

    By Guest donl, February 28, 2012
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • March 1, 2012

43. Automatic Enrollment Notices

    By DTH, June 6, 2008
    • 0 replies
    • 1.3k views
    • 
    • DTH
    • June 6, 2008

44. Mid-Year safe Harbor Merger

    By PMC, September 29, 2009
    • 0 replies
    • 1.3k views
    • 
    • PMC
    • September 29, 2009

45. top paid group election - administrative or document election

    By Earl, November 22, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 22, 2004

46. Controlled Group-one entity matches other does not -Comp used question

    By DLMRetire, December 6, 2013
    • 2 replies
    • 1.3k views
    • 
    • DLMRetire
    • December 8, 2013

47. calculating net income for APP test

    By Alex Daisy, March 4, 2011
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • March 7, 2011

48. 401(k) limit

    By Guest TTATE, August 1, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 5, 2003

49. Carry Over Contributions

    By Guest srwatts, September 8, 2011
    • 1 reply
    • 1.3k views
    • 
    • EBDI
    • October 13, 2011

50. Is Contribution due for ex- partner?

    By Guest Renegade, March 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • March 21, 2002