401(k) Plans

19,275 topics in this forum

1. Registered rep opening 401k plan for his company

   By Guest paradigm, December 2, 2002
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • December 2, 2002

2. Life Insurance Policies

   By Logan401, December 24, 2019
   • 6 replies
   • 1.1k views
   • 
   • FPGuy
   • December 30, 2019

3. Candian Employee

   By Guest jark, March 27, 2014
   • 4 replies
   • 1.1k views
   • 
   • Peter Gulia
   • March 28, 2014

4. Limiting 401(k) deferrals to use catch-up to pass ADP

   By drakecohen, November 29, 2012
   • 6 replies
   • 1.1k views
   • 
   • MWeddell
   • December 7, 2012

5. QDIA Fees within 90 day of first investment

   By blue, November 8, 2007
   • 0 replies
   • 1.1k views
   • 
   • blue
   • November 8, 2007

6. Short Plan Year - CRoss-Testing

   By austin3515, August 2, 2013
   • 3 replies
   • 1.1k views
   • 
   • Tom Poje
   • August 2, 2013

7. 415 Final Regs - how do you measnure 2 1/2 months

   By blue, March 25, 2008
   • 2 replies
   • 1.1k views
   • 
   • zimbo
   • March 26, 2008

8. Solo k recordkeeping

   By Craig Garner, December 7, 2012
   • 3 replies
   • 1.1k views
   • 
   • Mike Preston
   • December 7, 2012

9. ACP

   By Guest 401knewbie, March 5, 2007
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • March 5, 2007

10. 2007 limit

    By doombuggy, August 27, 2007
    • 3 replies
    • 1.1k views
    • 
    • doombuggy
    • August 28, 2007

11. Distribution form

    By Guest stevena1, August 1, 2006
    • 1 reply
    • 1.1k views
    • 
    • Beemer
    • August 2, 2006

12. 401k Controlled Group - One company has no plan

    By tcmc, March 11, 2021
    • 4 replies
    • 1.1k views
    • 
    • Bri
    • March 12, 2021

13. 401(k) on top of maxed DB

    By Jim Chad, September 24, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • September 24, 2008

14. Safe Harbor 401(k) and Top-Heavy

    By No Name, April 15, 2005
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • April 16, 2005

15. Roll "IN" to plan of death benefit 401(k) balance

    By pmacduff, April 26, 2004
    • 0 replies
    • 1.1k views
    • 
    • pmacduff
    • April 26, 2004

16. Affiliated Service Group

    By Catch22PGM, February 9, 2024
    • 6 replies
    • 1.1k views
    • 
    • EBP
    • February 12, 2024

17. QJSA Question

    By sdix401k, November 30, 2009
    • 2 replies
    • 1.1k views
    • 
    • sdix401k
    • November 30, 2009

18. Vesting question

    By mlp0816, February 22, 2007
    • 2 replies
    • 1.1k views
    • 
    • mlp0816
    • February 22, 2007

19. DEFAULTED LOAN

    By ratherbereading, March 27, 2015
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • March 27, 2015

20. Suspend safe harbor/significant event rules

    By Guest Peggy806, March 25, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 25, 2009

21. Safe Harbor notice for termianting plan

    By BG5150, March 2, 2010
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • March 3, 2010

22. Adding 401(k) Provision

    By pmacduff, November 17, 2003
    • 0 replies
    • 1.1k views
    • 
    • pmacduff
    • November 17, 2003

23. In-Kind Xfers JUST for SDBA

    By austin3515, December 26, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • December 27, 2013

24. Contribution relative to earned income

    By Guest geohurl, July 24, 2006
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • July 25, 2006

25. Rolling INTO a designated Roth account (Roth 401(k))?

    By Guest Rissa, September 16, 2009
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • September 16, 2009

26. Question about an amendment to remove SH restrictions

    By jkharvey, July 27, 2009
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • July 31, 2009

27. Partnership Deferrals with Per Pay Match

    By kevind2010, August 14, 2015
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • August 15, 2015

28. ADP Testing - plan uses prior yr testing method

    By doombuggy, August 25, 2005
    • 2 replies
    • 1.1k views
    • 
    • Leopurrd
    • August 25, 2005

29. bonus paid post-asset sale

    By AlbanyConsultant, January 16, 2024
    • 7 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • January 17, 2024

30. allocate loan interest in pooled 401(k) plan

    By M Norton, March 16, 2021
    • 5 replies
    • 1.1k views
    • 
    • M Norton
    • March 20, 2021

31. Safe Harbor Plans

    By Nassau, February 24, 2011
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • February 24, 2011

32. Roth Contributions

    By Guest IRISH79, May 1, 2007
    • 2 replies
    • 1.1k views
    • 
    • Steelerfan
    • May 2, 2007

33. self directed 401k profit sharing plan

    By Gary, September 3, 2010
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • September 3, 2010

34. bonus comp never withheld on for 10+ years

    By WCC, May 11, 2015
    • 2 replies
    • 1.1k views
    • 
    • khn
    • May 12, 2015

35. Accept a rollover or not?

    By TBob, March 9, 2005
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • March 9, 2005

36. Nevada Employee Savings Trust Program

    By gregburst, April 18
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • April 18

37. ADP/ACP Safe Harbor Problem

    By Archimage, November 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • November 24, 2004

38. Age 70 1/2 in 2004

    By Guest Commuter Rex, July 11, 2003
    • 3 replies
    • 1.1k views
    • 
    • WDIK
    • July 11, 2003

39. Early Inclusion of Otherwise Eligible Failure

    By Madison71, December 5, 2017
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • December 6, 2017

40. Does anyone have a one to two page marketing document for selling safe Harbor plan design?

    By Guest jhilliard, September 1, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 2, 2004

41. When is Contribution "Made?"

    By Guest ralar, March 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • March 20, 2003

42. HEART ACT

    By Nassau, August 18, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 19, 2010

43. Correcting Excess Deferrals

    By steve45, December 31, 2021   

    • 402g refund
    • 402g limit
    • (and 1 more)

      Tagged with:

      • 402g refund
      • 402g limit
      • excess
    • 6 replies
    • 1.1k views
    • 
    • chc93
    • January 3, 2022

44. One Participant Plan - Family Attribution

    By Will.I.Am, July 31, 2020
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • August 10, 2020

45. Dual Eligibility

    By justatester, October 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • October 20, 2010

46. Rollover within a multiple employer plan and Top heavy

    By legort69, December 27, 2017   

    • rollover multiple employer plan top heavy
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • December 29, 2017

47. terminated employee

    By Gary, September 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • Gary
    • September 19, 2012

48. How is compensation determined if owner owns different types of entities

    By Guest benefitsgirl, August 29, 2010
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • August 30, 2010

49. Eligiblity of a Rehire

    By Lou81, May 1, 2023   

    • rehire
    • 6 replies
    • 1.1k views
    • 
    • Lou81
    • May 1, 2023

50. Discretionary Match

    By Guest jjren, May 13, 2010
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • May 13, 2010