401(k) Plans

19,275 topics in this forum

1. Amending or Restating a PS Plan into Uni-401(k)

   By Guest Laura12345, December 9, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • December 9, 2002

2. effect of Medicare surtax on SE income

   By M Norton, November 13, 2013
   • 1 reply
   • 1.2k views
   • 
   • Flyboyjohn
   • November 14, 2013

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

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

4. 415 refund error

   By fiona1, June 28, 2007
   • 0 replies
   • 1.2k views
   • 
   • fiona1
   • June 28, 2007

5. Option to defer on bonuses/414(s)

   By Guest At Peace, December 17, 2002
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • December 18, 2002

6. Entry Dates for Short Plan Year

   By Mr Bagwell, July 15, 2019   

   • entry dates
   • short plan year
   • 5 replies
   • 1.2k views
   • 
   • Mr Bagwell
   • July 16, 2019

7. Affiliated Service Group

   By Guest cxs, December 15, 2004
   • 2 replies
   • 1.2k views
   • 
   • Ron Snyder
   • December 15, 2004

8. employer accidentally turned off EE contribution

   By Guest fcdeacy, December 5, 2006
   • 2 replies
   • 1.2k views
   • 
   • 401_4_ever
   • December 5, 2006

9. payroll company messed up

   By thepensionmaven, November 13, 2015
   • 3 replies
   • 1.2k views
   • 
   • hr for me
   • November 16, 2015

10. SH Regs

    By K-t-F, June 20, 2006
    • 2 replies
    • 1.2k views
    • 
    • K-t-F
    • June 20, 2006

11. Comparing 401k's to 403b's

    By Guest agsmith, March 29, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 30, 2004

12. Roth deferral

    By Belgarath, April 14, 2011
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • April 14, 2011

13. 401(k) Safe Harbor

    By Medusa, December 31, 2008
    • 2 replies
    • 1.2k views
    • 
    • Medusa
    • December 31, 2008

14. Otherwise excludables and safe harbor

    By rlb64, March 11, 2008
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 12, 2008

15. Compensation and the ABT

    By buckaroo, November 20, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 21, 2008

16. What is the biggest reason for not having a Salaried-Only 401(k) plan?

    By Guest perplexed, January 31, 2005
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • February 1, 2005

17. Question re QSLOB Analysis

    By Cephas, August 15, 2024
    • 3 replies
    • 1.2k views
    • 
    • Paul I
    • August 17, 2024

18. Required Annual Participant Fee Disclosure - Plan Merger - still required?

    By Guest TaxedToDeath, July 31, 2013
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 31, 2013

19. Catch-all "anti-abuse" reg for ADP Testing

    By austin3515, February 7, 2015
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • February 10, 2015

20. Prior Year/Current Year Testing

    By Gilmore, February 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gilmore
    • February 28, 2003

21. exclusion from plan by citizenship

    By pmacduff, November 30, 2022
    • 6 replies
    • 1.2k views
    • 
    • Monica Barnard
    • February 25

22. Late Top Heavy Minimum Contributions

    By jpokusa, May 23, 2018   

    • top heavy
    • minimum contributions
    • (and 2 more)

      Tagged with:

      • top heavy
      • minimum contributions
      • late contributions
      • excise taxes
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • May 24, 2018

23. Rollovers 401k

    By Guest DSquared, March 24, 2006
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • March 24, 2006

24. Delinquent Loans - Transfer to Successor Plan?

    By Guest Chaffee, December 15, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 15, 2003

25. Sole Prop - 25% PS and max deferral

    By tjw572, August 14, 2017   

    • sole prop
    • catchup
    • 7 replies
    • 1.2k views
    • 
    • Earl
    • August 15, 2017

26. Eligibility Plan Amendment Rules

    By Thomas Red, June 6, 2022
    • 9 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • June 8, 2022

27. Multiple Safe Harbor Formulas

    By Guest mbw, August 28, 2009
    • 4 replies
    • 1.2k views
    • 
    • MWeddell
    • August 31, 2009

28. late safe harbor notice

    By alanm, November 8, 2002
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 8, 2002

29. Union Plan

    By Randy Watson, October 6, 2008
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • October 6, 2008

30. Solo(k) Document / Registration Failures? Need guidance please....

    By ColeC, April 22, 2022
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • May 1, 2022

31. Top-paid group determination and acquisitions

    By Guest NiceGuyMike, February 9, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 9, 2004

32. PS with a last day of plan year and employed on determination date

    By justatester, April 20, 2023
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • April 25, 2023

33. SMM needed for change in Trustees?

    By Diane Thompson, December 22, 2022
    • 4 replies
    • 1.2k views
    • 
    • Diane Thompson
    • December 22, 2022

34. Solo 401k

    By 401kay, December 22, 2022
    • 9 replies
    • 1.2k views
    • 
    • Brian Dunkin
    • March 22, 2023

35. MEP, adopting employer and 408b2 requirement

    By WCC, August 8, 2018
    • 4 replies
    • 1.2k views
    • 
    • justanotheradmin
    • August 9, 2018

36. Terminated 401(k) Plans

    By Guest margok, January 7, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 7, 2003

37. Roth IRA to QP

    By SMB, September 28, 2009
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • September 29, 2009

38. Benefit Rights & Features Issue - Timing of PS Allocation?

    By moose401k, March 22, 2018   

    • brf issue
    • 7 replies
    • 1.2k views
    • 
    • Bird
    • March 23, 2018

39. prohibited transactions- avoiding liabiiity

    By Guest dsamuels, May 29, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 29, 2001

40. Regarding the opinion letter issued by the DOL stating that anyone that provides 401(k) Plan participant advice is considered a Plan Fiduciary.

    By Guest DS_61427, May 11, 2006
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • May 15, 2006

41. How old do you have to be?

    By K-t-F, February 3, 2005
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • February 4, 2005

42. Special Deferral effective and plan entry

    By BG5150, February 14, 2017
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • February 15, 2017

43. Immediate plan entry & age limit

    By Guest lindamichals, August 22, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • August 22, 2007

44. Taxing distribution of less than account balance; includes pre-tax and after-tax contributions

    By jane123, September 27, 2003
    • 5 replies
    • 1.2k views
    • 
    • Fredman
    • September 29, 2003

45. Distribution Available?

    By Earl, July 7, 2006
    • 4 replies
    • 1.2k views
    • 
    • Earl
    • July 10, 2006

46. Plan amends to remove SH provisions

    By jkharvey, December 4, 2007
    • 3 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 4, 2007

47. Hardship w/d on top of loans

    By pbarrett, August 2, 2003
    • 3 replies
    • 1.2k views
    • 
    • pbarrett
    • August 4, 2003

48. lost salary deferral agreements

    By k man, July 21, 2008
    • 5 replies
    • 1.2k views
    • 
    • JanetM
    • July 22, 2008

49. Typo (of Year) in the Safe Harbor Notice

    By With Appreciation...., July 20, 2018
    • 10 replies
    • 1.2k views
    • 
    • Kevin C
    • July 24, 2018

50. NUA

    By Ian, September 24
    • 4 replies
    • 1.2k views
    • 
    • CuseFan
    • September 26