401(k) Plans

19,319 topics in this forum

1. coverage testing - controlled group

   By Chippy, August 28, 2014
   • 5 replies
   • 1.1k views
   • 
   • KJohnson
   • August 29, 2014

2. Deemed Roth IRA?

   By Dennis Povloski, August 29, 2014
   • 0 replies
   • 1.1k views
   • 
   • Dennis Povloski
   • August 29, 2014

3. Excluded in Safe Harbor 401(k) Plan

   By Dougsbpc, September 6, 2012
   • 2 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • September 7, 2012

4. Safe harbor match

   By pbarrett, February 27, 2004
   • 2 replies
   • 1.1k views
   • 
   • Brian Gallagher
   • February 27, 2004

5. "I was told it would be fine." Excluded Division

   By Mr Bagwell, March 10, 2016   

   • excluded division
   • 5 replies
   • 1.1k views
   • 
   • Mr Bagwell
   • March 10, 2016

6. exclusion of comp personal and vacation time?

   By k man, July 23, 2004
   • 1 reply
   • 1.1k views
   • 
   • sloble@crowleyfleck.com
   • July 27, 2004

7. Plan Sponsor Use of Affiliated Broker -- Prohibited Transaction?

   By Guest Alley, December 12, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • December 12, 2003

8. 11(g) amendment

   By Chippy, March 10, 2021
   • 8 replies
   • 1.1k views
   • 
   • RatherBeGolfing
   • August 13, 2021

9. ADP Excess Cont Pre-3/15 w/FITW

   By Guest robmason, March 1, 2005
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • March 1, 2005

10. SARSEP & 401(K)

    By Guest hpaine, November 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2003

11. Debt/Mortgage as investment?

    By Leopurrd, August 26, 2005
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • August 26, 2005

12. 401k and roth ira?

    By Guest rdoc, February 7, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 7, 2006

13. Automatic Enrollment Exemption for New Firms

    By Below Ground, November 20, 2024
    • 5 replies
    • 1.1k views
    • 
    • Below Ground
    • December 5, 2024

14. Safe Harbor 401(k) Plan October 1st deadline

    By Ananda, December 1, 2021
    • 6 replies
    • 1.1k views
    • 
    • Kevin C
    • December 9, 2021

15. ER deductions

    By Guest sritts, May 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • ErisaGeek
    • June 2, 2003

16. RMDs

    By Nassau, July 14, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 14, 2010

17. follow up to excise question

    By lexi, December 1, 2006
    • 4 replies
    • 1.1k views
    • 
    • lexi
    • December 1, 2006

18. Attempted 401(k) Contribution

    By Guest ccl, October 31, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • October 31, 2008

19. Auto enroll permissible withdrawal after termination?

    By BG5150, August 18, 2023
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 19, 2023

20. Basic - ND issue that I can't figure out

    By Guest Mrilaomt, August 17, 2005
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • August 17, 2005

21. Eligibility related

    By Jakyasar, December 22, 2021
    • 8 replies
    • 1.1k views
    • 
    • Bri
    • December 23, 2021

22. safe harbor plan merging into non-safe harbor plan, different plan years

    By maverick, November 6, 2008
    • 0 replies
    • 1.1k views
    • 
    • maverick
    • November 6, 2008

23. controlled group determination

    By Chippy, March 8, 2013
    • 3 replies
    • 1.1k views
    • 
    • Chippy
    • March 13, 2013

24. Trsutee RFP

    By alexa, April 2, 2006
    • 0 replies
    • 1.1k views
    • 
    • alexa
    • April 2, 2006

25. amend a safe harbor match

    By Santo Gold, August 22, 2012
    • 5 replies
    • 1.1k views
    • 
    • Santo Gold
    • August 23, 2012

26. Corrective amendment for in-service distribution

    By cpc0506, July 21, 2015
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • July 28, 2015

27. simple ADP test question

    By Santo Gold, December 7, 2007
    • 2 replies
    • 1.1k views
    • 
    • Santo Gold
    • December 7, 2007

28. 401k and IRA

    By Guest brook17, January 11, 2005
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • January 11, 2005

29. Late Matching Contributions

    By kmhaab, July 10, 2018
    • 4 replies
    • 1.1k views
    • 
    • Gilmore
    • July 13, 2018

30. Amending/Restating to a Simple 401(k)

    By Guest MRK, March 20, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 22, 2007

31. no enrollment foms

    By Jim Chad, August 12, 2008
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 12, 2008

32. Failed ADP test in a plan's first year

    By Guest fredk, July 4, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 4, 2011

33. Required Minimum Distribution Amendments - 5-Year Rule Election- QPSA Question

    By Guest mwa, November 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 25, 2003

34. Safe Harbor Non-Elective

    By Jilliandiz, July 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • July 24, 2007

35. multiple plans/ different contributions

    By Chippy, June 6, 2018
    • 7 replies
    • 1.1k views
    • 
    • MWeddell
    • June 21, 2018

36. 2002 Top Heavy Determination and Prior Distributions

    By Guest crosseyedtester, March 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2003

37. Contribution After Plan Merger

    By Randy Watson, December 20, 2006
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • December 20, 2006

38. Discretionary Match formula different for participating employer

    By AmyETPA, June 2, 2021
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • June 2, 2021

39. New Plan 2005 - HCE for 2005

    By Guest sao0308, August 10, 2006
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • August 10, 2006

40. Anyone know if the plan can invest

    By jkharvey, August 23, 2012
    • 5 replies
    • 1.1k views
    • 
    • ESOP Guy
    • August 24, 2012

41. Gap Period Loss

    By CJS07, February 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • March 1, 2008

42. Related Rollover or not

    By cpc0506, June 1, 2017
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • June 2, 2017

43. 1-1 Correction for prior year testing method

    By Guest pjg, March 24, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 24, 2003

44. Repay 401K loan with in 5 year term

    By Andy Daniels, August 9, 2018   

    • loan repay
    • amend tax return
    • 7 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 14, 2018

45. Union Employee's

    By Guest KD40, August 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 23, 2004

46. Wandering HCEs in Controlled Group

    By Guest cxs, March 7, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 7, 2005

47. Can SH allocation formula be changed?

    By K-t-F, March 19, 2004
    • 3 replies
    • 1.1k views
    • 
    • K-t-F
    • March 19, 2004

48. Non Discrimination, Excess Deferrals and Catch ups.

    By Lori H, February 4, 2009
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • February 4, 2009

49. Payments to PBGC for Missing Participants (PPA)

    By J. Bringhurst, November 1, 2006
    • 0 replies
    • 1.1k views
    • 
    • J. Bringhurst
    • November 1, 2006

50. Form 5500 Count

    By coleboy, June 9, 2016
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • June 10, 2016