401(k) Plans

19,337 topics in this forum

1. Basic Plan Document Search

   By QualGeek, May 5, 2020
   • 2 replies
   • 896 views
   • 
   • QualGeek
   • May 21, 2020

2. Plan Document Question

   By khn, January 30, 2024
   • 2 replies
   • 682 views
   • 
   • Patricia Neal Jensen
   • January 31, 2024

3. De Minimus Accrued Compensation

   By Guest JEP, February 15, 2002
   • 2 replies
   • 1.9k views
   • 
   • actuarysmith
   • February 16, 2002

4. HCE vs. NHCE

   By Guest koolkid, April 1, 2002
   • 2 replies
   • 3k views
   • 
   • pjkoehler
   • April 1, 2002

5. guidance on fund mapping?

   By Guest cherryred, November 26, 2002
   • 2 replies
   • 2.7k views
   • 
   • MWeddell
   • November 26, 2002

6. Premature Distribution?

   By Guest Amanda Davis, January 7, 2003
   • 2 replies
   • 1.6k views
   • 
   • MWeddell
   • January 8, 2003

7. Claims Procedures for Defined Contribution Plans

   By Guest Donaldson, January 24, 2003
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • January 24, 2003

8. Failure to make SH contribution

   By Guest DazedAndConfused, September 29, 2006
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • September 29, 2006

9. too late for a 2007 3% safe harbor ?

   By Santo Gold, December 21, 2006
   • 2 replies
   • 1.3k views
   • 
   • Dan
   • December 28, 2006

10. Does partner get contribution after leaving

    By jkharvey, January 22, 2007
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • January 23, 2007

11. Late refund of excess deferrals & Form 5330

    By MoShawn, May 6, 2009
    • 2 replies
    • 3.4k views
    • 
    • austin3515
    • May 9, 2009

12. Allocation of Forfeiture (415 Deadline)

    By 12AX7, September 3, 2013
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • September 4, 2013

13. ATRA Roth Transfer

    By Gruegen, October 15, 2013
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • October 16, 2013

14. Auto Enrollment / Corbel Document

    By austin3515, May 11, 2015
    • 2 replies
    • 931 views
    • 
    • ESOP Guy
    • May 12, 2015

15. Changing from fiscal year to calendar year

    By gdlfa, July 28, 2016
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • July 29, 2016

16. Fixed match in safe harbor 401k

    By sammyp42, January 19, 2017
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 24, 2017

17. Disc Testing/Acquisition

    By Nancy Pritz, January 18, 2018   

    • discrimination
    • acquisition
    • (and 1 more)

      Tagged with:

      • discrimination
      • acquisition
      • free-pass
    • 2 replies
    • 722 views
    • 
    • Nancy Pritz
    • January 22, 2018

18. Multiple employer

    By cdavis25, March 8, 2018
    • 2 replies
    • 850 views
    • 
    • CuseFan
    • March 8, 2018

19. Another suspend safe harbor question - sorry

    By Gilmore, March 26, 2020
    • 2 replies
    • 582 views
    • 
    • Gilmore
    • March 26, 2020

20. Roth Deducted from Gross or Net Pretax

    By legort69, August 26, 2020
    • 2 replies
    • 592 views
    • 
    • RatherBeGolfing
    • August 26, 2020

21. May Employer Reimburse Fees Back To Participants?

    By Guest ralar, November 11, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 19, 1999

22. PROTECTED BENEFITS

    By Guest Don J. Smith, March 15, 2001
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • March 16, 2001

23. Hardship distribution

    By Guest cosmo01, September 8, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 12, 2003

24. Excess contribution and forfeited match

    By Sully, January 30, 2004
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 2, 2004

25. Late Safe Harbor for one Participant

    By BG5150, March 18, 2010
    • 2 replies
    • 898 views
    • 
    • BG5150
    • March 19, 2010

26. Savers Credit

    By austin3515, March 12, 2013
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • March 13, 2013

27. Immediate Entry for Rehire?

    By Susan S., June 19, 2014
    • 2 replies
    • 2.9k views
    • 
    • My 2 cents
    • June 20, 2014

28. Using forfeitures for safe harbor match

    By djhpro, January 20, 2017
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 20, 2017

29. Disregarded entity compensation

    By Purplemandinga, November 26, 2018
    • 2 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • November 27, 2018

30. Missed deferrals

    By Cynchbeast, March 26, 2020
    • 2 replies
    • 499 views
    • 
    • Cynchbeast
    • March 29, 2020

31. Integrated Profit Sharing Contribution Formula in addition to safe har

    By Guest Gibson, September 5, 2001
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • September 6, 2001

32. 401(k) contributions and bonus compensation

    By Guest Mr. Relaxation, June 13, 2003
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • June 13, 2003

33. How do you give the Top Heavy minmum contribution

    By Earl, September 15, 2004
    • 2 replies
    • 1.2k views
    • 
    • Earl
    • September 16, 2004

34. 401k vs. money market accounts

    By Guest johndiaz, January 26, 2005
    • 2 replies
    • 4.6k views
    • 
    • david rigby
    • January 26, 2005

35. 401(k) for 501(c)(3)'s with possible Controlled Group

    By John Feldt ERPA CPC QPA, August 8, 2006
    • 2 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 10, 2006

36. Impermissible hardship distribution

    By Belgarath, March 13, 2007
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • March 13, 2007

37. Who's the Employer?

    By 12AX7, December 1, 2010
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • December 1, 2010

38. Returning Excess Annual Additions >1 year later

    By Gadgetfreak, November 3, 2011
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • November 7, 2011

39. Distribution request from HCE

    By Dan, April 10, 2012
    • 2 replies
    • 844 views
    • 
    • BG5150
    • April 10, 2012

40. 401(k) deferral not started by employer

    By mlp0816, January 21, 2015
    • 2 replies
    • 886 views
    • 
    • austin3515
    • January 22, 2015

41. Inherited IRA

    By Pension RC, April 1, 2016
    • 2 replies
    • 954 views
    • 
    • QDROphile
    • April 1, 2016

42. mid year change to safe harbor matc

    By 52626, May 31, 2016
    • 2 replies
    • 658 views
    • 
    • BG5150
    • May 31, 2016

43. Solo(k) Notices

    By Purplemandinga, November 21, 2017
    • 2 replies
    • 495 views
    • 
    • Purplemandinga
    • November 21, 2017

44. owner's 401(k) deposits<>contribution - amend or late deposit

    By TPApril, June 26, 2020
    • 2 replies
    • 786 views
    • 
    • TPApril
    • June 26, 2020

45. Anyone know anything about Puerto Rican 165(e) plans? Please!!!

    By Guest HIPAAdrome, September 15, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 15, 2000

46. 1099R code for an excess IRA contribution?

    By Guest UKH, February 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • February 5, 2003

47. Correction for Loan In Excess of Legal Limit

    By Guest lislee, February 24, 2003
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • February 24, 2003

48. Stock Attribution

    By Guest CCarter, June 13, 2003
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • June 13, 2003

49. Safe harbor true-up

    By Guest JBeck, March 4, 2004
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 4, 2004

50. Cessation of Safe Harbor Profit Sharing

    By mschwechter, January 26, 2005
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • January 26, 2005