401(k) Plans

19,275 topics in this forum

1. Missed Catch Up Contribution - Rev Proc 2015-28

   By 52626, October 22, 2015
   • 0 replies
   • 1.1k views
   • 
   • 52626
   • October 22, 2015

2. Weird Matching Contribution Allocation Formula Issue

   By Guest Willy, December 21, 2009
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • February 9, 2010

3. Is 100% match on first 4%, fully vested, an "enhanced matching" formula for safe harbor purposes?

   By Lori H, September 30, 2003
   • 3 replies
   • 1.1k views
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   • Lori H
   • September 30, 2003

4. 414s Testing for Safe Harbor Plans

   By justatester, September 6, 2022
   • 4 replies
   • 1.1k views
   • 
   • MWeddell
   • September 8, 2022

5. Vest a source that wasn't allowed? Updating vesting

   By 401king, September 16, 2013
   • 4 replies
   • 1.1k views
   • 
   • Tom Poje
   • September 17, 2013

6. Cycle 3 Trust Names

   By austin3515, November 11, 2020
   • 2 replies
   • 1.1k views
   • 
   • Artie M
   • November 12, 2020

7. Prorate Max Comp Limit?

   By austin3515, April 23, 2012
   • 4 replies
   • 1.1k views
   • 
   • austin3515
   • April 23, 2012

8. Ownership Participation situation

   By buckaroo, May 26, 2005
   • 0 replies
   • 1.1k views
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   • buckaroo
   • May 26, 2005

9. HOW I CRAWLED OUT OF MY DEBT

   By Guest alex82, April 4, 2003
   • 3 replies
   • 1.1k views
   • 
   • Kirk Maldonado
   • April 5, 2003

10. Real Estate Investments

    By Guest jetfaninmn, April 18, 2007
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • April 18, 2007

11. attribution?

    By PensionNewbee, April 16, 2004
    • 4 replies
    • 1.1k views
    • 
    • jquazza
    • April 16, 2004

12. Top-heavy and catch up

    By Becky Schwing, May 4, 2022
    • 8 replies
    • 1.1k views
    • 
    • CuseFan
    • May 5, 2022

13. No one has a signed doc starting Plan in 2008

    By Jim Chad, August 16, 2011
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 17, 2011

14. non-elective safe harbor contribution

    By thepensionmaven, November 10, 2004
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • November 11, 2004

15. Removing Auto Enrollment

    By Gilmore, November 1, 2018
    • 0 replies
    • 1.1k views
    • 
    • Gilmore
    • November 1, 2018

16. IRS information request regarding unreasonable compensation

    By 7806akp, January 16, 2014
    • 7 replies
    • 1.1k views
    • 
    • austin3515
    • January 16, 2014

17. Loan--spousal consent should have been obtained, but wasn't

    By Brian Gallagher, August 20, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 20, 2004

18. Bonuses and Dollar Amount Deferrals

    By Guest shm3803, December 17, 2009
    • 2 replies
    • 1.1k views
    • 
    • hr for me
    • December 17, 2009

19. Potential pitfalls in opening 401k and freezing 403b

    By Guest kbett, April 3, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2007

20. ADP test

    By Guest AJM 34, September 4, 2007
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • September 4, 2007

21. RMD required or not?

    By Brenda Wren, July 6, 2012
    • 3 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 9, 2012

22. excise tax calculation wrong

    By Kimberly S, August 4, 2008
    • 2 replies
    • 1.1k views
    • 
    • Kimberly S
    • August 4, 2008

23. Over deposits of Safe Harbor Match

    By Guest hog4you2, February 14, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 15, 2005

24. Safe Harbor Plans

    By cpc0506, November 27, 2009
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • November 30, 2009

25. Amendment of traditional 401(k) to make it safe harbor

    By movedon, March 14, 2006
    • 1 reply
    • 1.1k views
    • 
    • Bob R
    • March 15, 2006

26. Drafting Error - Safe Harbor 401(k)

    By benfranklin, September 28, 2015   

    • Safe Harbor
    • Drafting Error
    • 1 reply
    • 1.1k views
    • 
    • Earl
    • September 29, 2015

27. MRD Amendments

    By Guest koolkid, November 20, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 20, 2002

28. DOL Lost Interest "Aha Moment"

    By austin3515, June 22, 2015
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • June 22, 2015

29. Withdrawal of Safe Harbor Notice

    By Dougsbpc, May 19, 2005
    • 2 replies
    • 1.1k views
    • 
    • Dougsbpc
    • May 19, 2005

30. Excess Annual Additions in Safe Harbor 401(k) Plan

    By MarZDoates, October 6, 2016
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • October 6, 2016

31. Top Paid Group

    By Guest StoneWalk, January 28, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 28, 2005

32. Demutualization Proceeds

    By Atila, July 24, 2013
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • July 25, 2013

33. 5500 COunt - Term with zero beg balance

    By TinaW, October 6, 2023
    • 4 replies
    • 1.1k views
    • 
    • bzorc
    • October 10, 2023

34. Hardship for Education

    By 52626, July 31, 2015
    • 1 reply
    • 1.1k views
    • 
    • WCC
    • July 31, 2015

35. Include on Coverage?

    By fiona1, January 13, 2005
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • January 13, 2005

36. contributions

    By Guest selftaught, October 30, 2003
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • October 31, 2003

37. Top Heavy min contribution

    By dmb, March 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 6, 2003

38. 6057(e)

    By Guest moltengater, August 25, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 26, 2005

39. changing a vesting schedule

    By Guest JBarid, October 24, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 24, 2006

40. Common or Frequently used Formulas

    By K-t-F, May 12, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 12, 2004

41. Safe harbor 401(k) issue

    By chris, January 16, 2004
    • 2 replies
    • 1.1k views
    • 
    • chris
    • January 16, 2004

42. Elimination of Optional Forms of Benefit

    By J. Bringhurst, November 14, 2003
    • 0 replies
    • 1.1k views
    • 
    • J. Bringhurst
    • November 14, 2003

43. Participant Loan

    By MarZDoates, January 30, 2007
    • 3 replies
    • 1.1k views
    • 
    • MarZDoates
    • January 30, 2007

44. Law Firm partner who also owns 50% of another corporation

    By Guest mecboo, August 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • August 10, 2004

45. Late Defferals service provider liability

    By k man, August 16, 2007
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • August 20, 2007

46. Loan Rollover to Multiple Employer Plan

    By Below Ground, March 5, 2007
    • 0 replies
    • 1.1k views
    • 
    • Below Ground
    • March 5, 2007

47. Effective date of plan deconverting from a MEP

    By ComplianceCop, October 10, 2019
    • 3 replies
    • 1.1k views
    • 
    • Effen
    • December 9, 2019

48. Match forfeitures

    By Guest lindamichals, February 3, 2004
    • 4 replies
    • 1.1k views
    • 
    • Brian Gallagher
    • February 4, 2004

49. Operational error correction timeline

    By Guest JWR, December 7, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 7, 2010

50. Initial year Form 5500 Audit Report Attaching it to the next Form 5500

    By AdKu, October 14, 2016   

    • Initial year Form 5500 Audit
    • 5 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • October 15, 2016