401(k) Plans

19,275 topics in this forum

1. auto enrollment failure

   By Earl, January 7, 2016
   • 4 replies
   • 1.2k views
   • 
   • EBECatty
   • January 8, 2016

2. What exactly is a successor plan?

   By BG5150, March 2, 2010
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • March 2, 2010

3. C1 Exam Study Group

   By Guest James Osterhaus, May 16, 2003
   • 3 replies
   • 1.2k views
   • 
   • ErisaGeek
   • May 21, 2003

4. Are negative elections affected by state laws?

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

5. Participant Loan - terminated participant

   By Pammie57, August 7, 2017
   • 3 replies
   • 1.2k views
   • 
   • CuseFan
   • August 7, 2017

6. Elig EE not given opportunity to defer

   By doombuggy, November 18, 2004
   • 3 replies
   • 1.2k views
   • 
   • Alf
   • November 19, 2004

7. Form 5330 question

   By BG5150, October 1, 2007
   • 1 reply
   • 1.2k views
   • 
   • R. Butler
   • October 1, 2007

8. Automatic Rollover for new plans

   By Guest Midas, April 20, 2005
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • April 20, 2005

9. Life Insurance Salesman as Statutory Employee

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

10. 415 and off calendar year plan year

    By 30Rock, August 16, 2023
    • 6 replies
    • 1.2k views
    • 
    • Tom
    • August 17, 2023

11. Cancel an IRS Fire.com File Submission

    By Gadgetfreak, March 21, 2023
    • 6 replies
    • 1.2k views
    • 
    • Gadgetfreak
    • March 22, 2023

12. How soon does a Safe Harbor contribution have to be allocated?

    By BG5150, September 4, 2014
    • 6 replies
    • 1.2k views
    • 
    • Bird
    • September 5, 2014

13. Ineligible participants

    By MBCarey, January 13, 2011
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • January 13, 2011

14. Match contributions for half year

    By Spencer, February 21, 2006
    • 0 replies
    • 1.2k views
    • 
    • Spencer
    • February 21, 2006

15. Retroactive S Election by LLC - Owner Deferrals prior to Election

    By austin3515, March 1, 2004
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • March 1, 2004

16. Changing Third Party Administrator

    By hch4cpa, August 2, 2018
    • 3 replies
    • 1.2k views
    • 
    • Larry Starr
    • August 3, 2018

17. Case law judgements against plan fudiciaries for excessive fees to plan assets

    By Guest April Smith, March 2, 2005
    • 1 reply
    • 1.2k views
    • 
    • alanm
    • March 4, 2005

18. I have a simple IRA at my office, and I want to start a 401k in 2024. Do I need to rollover the funds into 401k account?

    By rbridges, November 21, 2023
    • 6 replies
    • 1.2k views
    • 
    • rbridges
    • November 22, 2023

19. safe harbor match formulas

    By pmacduff, July 27, 2016
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • July 27, 2016

20. Amended to 1120 to take retirement contribution

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

21. Can you exclude employees under Title V?

    By pbarrett, June 17, 2004
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • June 21, 2004

22. loan payment

    By Earl, November 4, 2010
    • 4 replies
    • 1.2k views
    • 
    • 12AX7
    • November 5, 2010

23. Safe Harbor Plan and Excluded Compensation

    By John Feldt ERPA CPC QPA, May 3, 2016   

    • tips
    • bonus
    • (and 3 more)

      Tagged with:

      • tips
      • bonus
      • overtime
      • excluded compensation
      • safe harbor
    • 1 reply
    • 1.2k views
    • 
    • buckaroo
    • May 3, 2016

24. 410(b) Issue for 401(k) Plan

    By Guest emcelroy, July 23, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 24, 2009

25. 12b-1 fees paid after a plan liquidation

    By With Appreciation...., November 5, 2018
    • 3 replies
    • 1.2k views
    • 
    • With Appreciation....
    • November 6, 2018

26. 401K -> IRA -> Roth IRA question

    By Guest sudhirao, December 25, 2004
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • December 26, 2004

27. Roth deferrals incorrectly put in pre-tax source

    By Dan, August 19, 2013
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • August 19, 2013

28. EACA Mandate and QACA

    By MATRIX, June 30
    • 7 replies
    • 1.2k views
    • 
    • Lou S.
    • August 25

29. compensation used

    By Gary, September 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 30, 2010

30. deferrals and catch-up

    By Chippy, January 23, 2014
    • 4 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 23, 2014

31. catch ups

    By Tom Poje, February 11, 2005
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • February 12, 2005

32. Catch up AFTER close of 2006 Plan Year?

    By Lori H, February 15, 2007
    • 4 replies
    • 1.2k views
    • 
    • JanetM
    • February 19, 2007

33. MPP vs 403(b)

    By justatester, October 1, 2012
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 2, 2012

34. 401k and 403b from same sponsor

    By Guest ABCI, October 30, 2006
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • October 30, 2006

35. Contribution Deadline

    By Guest SuzieQNEC, September 10, 2008
    • 2 replies
    • 1.2k views
    • 
    • ERISAnut
    • September 10, 2008

36. A Low Normal Retirement Age

    By Guest Fuzzy, March 19, 2003
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 19, 2003

37. Gateway minimum & excluded class of employees

    By Guest M. Martin, January 31, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 31, 2007

38. Pros & Cons on Default Investments in 401k

    By Guest willwork4shoes, September 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • alanm
    • September 7, 2004

39. Loan - Audit issue?

    By Guest bueler, May 14, 2004
    • 3 replies
    • 1.2k views
    • 
    • FundeK
    • May 17, 2004

40. Maximum 401k safe harbor plan for 2021

    By Egold, January 5, 2022
    • 9 replies
    • 1.2k views
    • 
    • Bird
    • January 6, 2022

41. Roth 401k Withdrawal

    By karl, April 24, 2014
    • 4 replies
    • 1.2k views
    • 
    • QDROphile
    • April 24, 2014

42. ASPPA Q&A Question 2014 - Anyone hear the discussion?

    By austin3515, October 19, 2015
    • 8 replies
    • 1.2k views
    • 
    • austin3515
    • October 27, 2015

43. automatic enrollment - grace period first deferral

    By LMK TPA, November 13, 2024
    • 2 replies
    • 1.2k views
    • 
    • Paul I
    • November 13, 2024

44. the dreaded non-calendar ADP failure with catchups

    By Bri, July 1, 2015
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • July 7, 2015

45. Successor Plan

    By Guest MichaelO, July 13, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 15, 2004

46. 401(k) Safe Harbor: Nonelective 3%

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

47. Amending Standardized Plan

    By austin3515, March 21, 2013
    • 8 replies
    • 1.2k views
    • 
    • austin3515
    • March 21, 2013

48. USERRA Two weeks training without pay

    By Guest mmc, May 4, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 4, 2004

49. Beneficiary lump sum 1 year or 5?

    By 401ok, February 5, 2017
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • February 7, 2017

50. HRA Plan - 5500 reporting

    By Nic Pospiech, December 18, 2023
    • 5 replies
    • 1.2k views
    • 
    • Nic Pospiech
    • June 5, 2024