401(k) Plans

19,321 topics in this forum

1. Bonus Election (Each time or One Time?)

   By jmartin, June 6, 2013
   • 2 replies
   • 1.3k views
   • 
   • BG5150
   • June 6, 2013

2. Small Accounts-Distribution Fees

   By Randy Watson, February 4, 2013
   • 4 replies
   • 1.3k views
   • 
   • Belgarath
   • February 5, 2013

3. Coverage and Testing Issues

   By Guest smac, August 14, 2006
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • August 14, 2006

4. safe harbor 4k plans

   By Guest DNH, May 14, 2009
   • 8 replies
   • 1.3k views
   • 
   • Guest
   • May 31, 2009

5. Law firm wants to Modify W-2 definition of Compensation in a SafeHarbor Match Plan

   By CharlesLeggette, December 30, 2013
   • 3 replies
   • 1.3k views
   • 
   • david rigby
   • December 30, 2013

6. Failing Coverage in 401(k) Safe Harbor Plan

   By Guest Golden K, June 25, 2009
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • June 25, 2009

7. Vesting under Merged Plans

   By goldtpa, March 5, 2007
   • 1 reply
   • 1.3k views
   • 
   • goldtpa
   • March 6, 2007

8. Fees from investment company

   By Jilliandiz, June 9, 2005
   • 1 reply
   • 1.3k views
   • 
   • Bird
   • June 9, 2005

9. Mega Backdoor Roth Contribution Questions

   By metsfan026, November 18, 2024
   • 2 replies
   • 1.3k views
   • 
   • CuseFan
   • November 18, 2024

10. Corrections to HCE Give-backs

    By Cynchbeast, February 26, 2009
    • 9 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 27, 2009

11. Eligible to excluded class, loan payments

    By Guest sviola, November 16, 2012
    • 1 reply
    • 1.3k views
    • 
    • MoJo
    • November 16, 2012

12. discrimination testing for 401(k) and 403(b)

    By Guest Rocky, October 5, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 5, 2007

13. Data/Documents - Property of?

    By k man, November 21, 2005
    • 2 replies
    • 1.2k views
    • 
    • k man
    • November 22, 2005

14. IRS Audit: Agreement to Transfer 401k to 457(b)

    By Guest JRawls, October 10, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 10, 2006

15. 6 person Plan for a subsidiary of a Listed company

    By Jim Chad, March 20, 2008
    • 4 replies
    • 1.2k views
    • 
    • dmwe
    • April 10, 2008

16. proposed Roth 401k regulations

    By Guest lskin, October 10, 2005
    • 3 replies
    • 1.2k views
    • 
    • JanetM
    • October 10, 2005

17. Plan forfeiture allocated to participants as fee credit

    By legort69, April 10, 2019
    • 9 replies
    • 1.2k views
    • 
    • Luke Bailey
    • April 11, 2019

18. Late deferral Deposit and VFCP application

    By AdKu, June 4, 2018
    • 14 replies
    • 1.2k views
    • 
    • ERISAAPPLE
    • June 5, 2018

19. plan transfers

    By LIBERTYKID, March 12, 2002
    • 0 replies
    • 1.2k views
    • 
    • LIBERTYKID
    • March 12, 2002

20. Loan Default / Loan Offset - A Doozy...

    By austin3515, March 3, 2015
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • March 3, 2015

21. Spin-off

    By Archimage, November 26, 2003
    • 2 replies
    • 1.2k views
    • 
    • IRC401
    • November 29, 2003

22. From Safe Harbor to regular Match

    By cpc0506, June 5, 2013
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 7, 2013

23. Fiduciaries Responsibilities on Defaulted Loans

    By austin3515, September 17, 2004
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • September 17, 2004

24. Top-Heavy Aggregation

    By MGOAdmin, May 15, 2015   

    • top heavy
    • aggregation
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • May 15, 2015

25. 1099 sole proprietorship question

    By Scuba 401, December 3, 2010
    • 4 replies
    • 1.2k views
    • 
    • 12AX7
    • December 3, 2010

26. Roth 401(k)

    By blue, October 25, 2005
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • October 25, 2005

27. Is Rollover Considered In Top Heavy

    By Guest good2brich, March 24, 2004
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • March 24, 2004

28. Distribution

    By waid10, December 8, 2006
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • December 8, 2006

29. SECURE ACT 2.0 Roth Catch Up - 2-year transition period

    By legort69, August 26, 2023
    • 11 replies
    • 1.2k views
    • 
    • Luke Bailey
    • August 29, 2023

30. Rollover of Loan to Qualified Plan

    By Guest andmik, July 8, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 11, 2011

31. Partic elected Roth, company did pre tax--fix?

    By BG5150, August 10, 2022
    • 10 replies
    • 1.2k views
    • 
    • Nate S
    • September 15, 2022

32. Investment review policies...

    By Guest RONNIE WASEL, June 18, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 18, 2002

33. Timely Matching Contributions

    By Randy Watson, January 12, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 12, 2006

34. ADP deadline for 2013

    By 30Rock, March 21, 2014
    • 11 replies
    • 1.2k views
    • 
    • 12AX7
    • March 25, 2014

35. Seeking a clarification for employee contribution

    By basumukherji, December 16, 2008
    • 2 replies
    • 1.2k views
    • 
    • Don Levit
    • December 16, 2008

36. Safe Harbor Match question

    By Guest mhicks, September 18, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 18, 2006

37. Discriminatory Compensation

    By Lori Foresz, March 26, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 26, 2004

38. Safe Harbor 3% NonElective to NHCE only. Mid Year Change wanted.

    By Mr Bagwell, May 3, 2021   

    • safe harbor
    • 4 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • May 3, 2021

39. Two Safe Harbor 401(k) Plans

    By Dougsbpc, January 19, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 20, 2011

40. NUA lost if plan to plan transfer? (or if partial transfer?)

    By Guest jbergstrom, May 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 31, 2007

41. Safe-harbor 401(k)

    By Guest Ted Kowalchuk, CFP, CFS,, June 19, 2002
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 19, 2002

42. Does partner get contribution after leaving

    By jkharvey, January 22, 2007
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • January 23, 2007

43. Getting around the five-year rule for participant loans

    By 401(j), July 23, 2013
    • 6 replies
    • 1.2k views
    • 
    • ForksnKnives
    • July 23, 2013

44. Traditional SH Match/Top Heavy

    By Cathy from Chicago, December 11, 2007
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 13, 2007

45. E-Sign

    By Guest A_Dude, September 16, 2013   

    • Plan Forms
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 18, 2013

46. Amending Vesting service requirement from all years to participation

    By AdKu, December 15, 2016   

    • Amending Vesting service requ
    • vesting from all yrs to part
    • 3 replies
    • 1.2k views
    • 
    • AdKu
    • December 15, 2016

47. Large plan delinquent deposit determination

    By TPApril, October 26, 2024
    • 9 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • October 29, 2024

48. Rev Proc 2015-28 notice requirements

    By WCC, September 1, 2016
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • February 13, 2017

49. Safe Harbor Contributions Not made

    By Guest SWH, March 1, 2008
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 3, 2008

50. Coverage Testing

    By justatester, December 10, 2012
    • 10 replies
    • 1.2k views
    • 
    • rcline46
    • December 11, 2012