401(k) Plans

19,320 topics in this forum

1. 415 refund error

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

2. Roth IRA to QP

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

3. 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

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

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

5. Match formula changed mid-year/plan has SEI

   By Laura Harrington, July 21, 2009
   • 2 replies
   • 1.2k views
   • 
   • Bill Presson
   • July 21, 2009

6. 415 excess 415 Excess - Past Deadline - True Ups also due...

   By 401kology, May 8, 2025   

   • correction method
   • 10 replies
   • 1.2k views
   • 
   • Artie M
   • May 13, 2025

7. Employment contract - just poor wording or a larger problem

   By Kansas401k, January 24, 2023
   • 13 replies
   • 1.2k views
   • 
   • Paul I
   • February 4, 2023

8. EPCRS

   By rlb64, September 18, 2006
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • September 18, 2006

9. Roth deferral

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

10. Store Sale

    By Guest hitt24, January 17, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 17, 2006

11. 401(k) Safe Harbor: Nonelective 3%

    By ERISA25, July 31, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 1, 2011

12. Michigan 401k plan for small employers

    By Guest nherkowitz, February 14, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 14, 2006

13. ACP Testing Under Safe Harbor Plan

    By LCARUSI, February 17, 2005
    • 2 replies
    • 1.2k views
    • 
    • MWeddell
    • February 21, 2005

14. Solo K with statutory Eees

    By pjb1835, November 4, 2019
    • 13 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 6, 2019

15. prohibited transactions- avoiding liabiiity

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

16. Top-paid group determination and acquisitions

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

17. MEP - How to bill fair fees

    By The 402"(G)", July 19, 2017   

    • mep
    • fee
    • (and 1 more)

      Tagged with:

      • mep
      • fee
      • billing
    • 5 replies
    • 1.2k views
    • 
    • CuseFan
    • July 20, 2017

18. Fringe Benefits and THM<

    By austin3515, March 6, 2010
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 8, 2010

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

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

20. Amended to 1120 to take retirement contribution

    By austin3515, January 24, 2022
    • 4 replies
    • 1.2k views
    • 
    • CuseFan
    • January 26, 2022

21. late safe harbor notice

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

22. Life Insurance Salesman as Statutory Employee

    By TPA Bob, January 23, 2017
    • 5 replies
    • 1.2k views
    • 
    • TPA Bob
    • January 24, 2017

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

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

24. 401k -- Bonds -- just before market crash

    By BUG, February 18, 2020
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • February 18, 2020

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

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

26. How old do you have to be?

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

27. DOL Lost Interest "Aha Moment"

    By austin3515, June 22, 2015
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • June 22, 2015

28. Plan runs aground on shoals in a not-so-Safe Harbor

    By Guest Hilarion, December 8, 2004
    • 6 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 8, 2004

29. Maximum Deferral

    By khn, April 21, 2017
    • 11 replies
    • 1.2k views
    • 
    • NJ Mike
    • April 25, 2017

30. Terminated 401(k) Plans

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

31. 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

32. LLC income

    By pixmax, March 19, 2010
    • 3 replies
    • 1.2k views
    • 
    • GBurns
    • March 20, 2010

33. Form 8955-SSA / Can't get it from IRS website

    By gc@chimentowebb.com, July 26, 2023
    • 7 replies
    • 1.2k views
    • 
    • Paul I
    • July 26, 2023

34. Plan amends to remove SH provisions

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

35. Terminates 401(k), starts a new PS plan

    By John Feldt ERPA CPC QPA, December 28, 2009
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • December 29, 2009

36. Affiliated Service Group

    By Catch22PGM, February 9, 2024
    • 6 replies
    • 1.2k views
    • 
    • EBP
    • February 12, 2024

37. Application of the transition rule?

    By Guest MikeD, June 24, 2005
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • June 24, 2005

38. 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

39. Penalties for not making a top heavy minimum contribution?

    By K2retire, May 26, 2017
    • 3 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • May 26, 2017

40. 401k Plan terminated

    By kcarter430, January 18, 2024
    • 4 replies
    • 1.2k views
    • 
    • GregR
    • January 20, 2024

41. Re-hire Question

    By Oh so SIMPLE, January 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • Oh so SIMPLE
    • January 3, 2008

42. Cashing out 401k

    By hawkeye1959, October 16, 2019
    • 5 replies
    • 1.2k views
    • 
    • hawkeye1959
    • October 18, 2019

43. ASPA Journal numbers don't make sense to me

    By Guest Boilerburm, December 13, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 13, 2002

44. 415 confusion - non calendar year

    By WCC, March 9, 2017
    • 5 replies
    • 1.2k views
    • 
    • WCC
    • March 9, 2017

45. Switch to Elapsed Time?

    By thepensionmaven, February 10, 2024
    • 4 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • February 13, 2024

46. 5500 COunt - Term with zero beg balance

    By TinaW, October 6, 2023
    • 4 replies
    • 1.2k views
    • 
    • bzorc
    • October 10, 2023

47. Are negative elections affected by state laws?

    By katieinny, June 29, 2004
    • 2 replies
    • 1.2k views
    • 
    • Harwood
    • June 29, 2004

48. Prior year testing with no prior year NHCEs

    By Bird, January 18, 2011
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • January 18, 2011

49. Reporting of late deferrals on Form 5500-SF

    By DDB BN, June 20, 2019
    • 3 replies
    • 1.2k views
    • 
    • ratherbereading
    • June 21, 2019

50. Late Deposit

    By Randy Watson, May 18, 2012
    • 6 replies
    • 1.2k views
    • 
    • Randy Watson
    • May 18, 2012