401(k) Plans

19,275 topics in this forum

1. Compensation for Term EE.

   By Guest moltengator, March 25, 2004
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • March 26, 2004

2. Audit Exemption

   By bzorc, October 21, 2021
   • 7 replies
   • 1.1k views
   • 
   • bzorc
   • October 25, 2021

3. Safe Harbor 401(k)

   By mlp0816, September 15, 2005
   • 1 reply
   • 1.1k views
   • 
   • Brenda Wren
   • September 15, 2005

4. Blackout required

   By thepensionmaven, October 25, 2023
   • 9 replies
   • 1.1k views
   • 
   • BG5150
   • October 30, 2023

5. Commissions paid later

   By Guest JPIngold, March 4, 2013
   • 1 reply
   • 1.1k views
   • 
   • rcline46
   • March 5, 2013

6. 4% minimum deferral rate

   By justanotheradmin, December 9, 2019
   • 7 replies
   • 1.1k views
   • 
   • Luke Bailey
   • December 10, 2019

7. Employer match posted as employee deferral

   By Guest Quacka, April 11, 2012
   • 1 reply
   • 1.1k views
   • 
   • Jim Chad
   • April 12, 2012

8. External employees (contractors) being paid W2

   By jkdoll2, October 23, 2020
   • 2 replies
   • 1.1k views
   • 
   • Alonzo Church
   • October 23, 2020

9. Catch ups, 415, and Off Calendar

   By Gilmore, December 18, 2019
   • 2 replies
   • 1.1k views
   • 
   • Gilmore
   • December 19, 2019

10. After-tax Contributions

    By Nassau, September 14, 2010
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • September 14, 2010

11. Payments to PBGC for Missing Participants (PPA)

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

12. Automatic Enrollment population - Modification of Alloc %

    By buckaroo, September 11, 2013
    • 3 replies
    • 1.1k views
    • 
    • buckaroo
    • September 12, 2013

13. New Plan, definition of comp <> comp used => correction

    By TPApril, August 13, 2021
    • 5 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • August 16, 2021

14. Roth 401K

    By thepensionmaven, February 3, 2015
    • 5 replies
    • 1.1k views
    • 
    • GMK
    • February 4, 2015

15. Employer Stock and 401(k) Plan

    By DABU, March 30, 2019
    • 6 replies
    • 1.1k views
    • 
    • DABU
    • April 6, 2019

16. Spin-off question

    By fiona1, July 20, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 28, 2012

17. Safe Harbor & Participation Comp

    By ERISAAPPLE, March 29, 2018
    • 4 replies
    • 1.1k views
    • 
    • ERISAAPPLE
    • April 4, 2018

18. Are Wages Exempt from Tax Withholding Plan Comp Under 3401(a)?

    By PensionPro, February 19, 2019
    • 3 replies
    • 1.1k views
    • 
    • duckthing
    • February 21, 2019

19. Rollovers

    By Nassau, August 18, 2010
    • 3 replies
    • 1.1k views
    • 
    • 401king
    • August 19, 2010

20. DOL Safe Harbor - Deposit of EE Contributions

    By DTH, August 19, 2005
    • 0 replies
    • 1.1k views
    • 
    • DTH
    • August 19, 2005

21. Union Plan - Union Covers all Full-Time Ee;s

    By austin3515, October 27, 2012
    • 8 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • November 5, 2012

22. One-to-One Correction

    By 12AX7, May 28, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 28, 2009

23. 401k Plan terminated

    By kcarter430, January 18, 2024
    • 4 replies
    • 1.1k views
    • 
    • GregR
    • January 20, 2024

24. Mandatory Roth catch-up

    By Ian, January 19
    • 2 replies
    • 1.1k views
    • 
    • Ian
    • January 20

25. New plan question

    By Guest DazedAndConfused, May 29, 2007
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • May 29, 2007

26. 408(b)(2) and PEOs

    By Christine Roberts, June 24, 2012
    • 0 replies
    • 1.1k views
    • 
    • Christine Roberts
    • June 24, 2012

27. Defined Contribution Plan

    By Guest cconnell, September 25, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 25, 2006

28. 401(k) Loans and Sell Off

    By Guest Sadie4, November 6, 2002
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • November 6, 2002

29. Notices sent to non-eligible employees

    By nicole_m, June 30, 2015
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • June 30, 2015

30. Excluded Employees ADP/ACP Safe Harbor

    By Guest rwells@unioncentral.com, November 30, 2010
    • 1 reply
    • 1.1k views
    • 
    • Laura Harrington
    • December 1, 2010

31. Recruiter Needed for TPA Position

    By Guest RetPlns1160, May 2, 2014   

    • TPA
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 2, 2014

32. delayed start of ACA

    By cpc0506, February 1, 2013
    • 4 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 1, 2013

33. Failure to Contribute in Multiple Employer Plan

    By Guest Thomas2006, March 3, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 3, 2009

34. Yet another LTPT question

    By Belgarath, January 13, 2023
    • 6 replies
    • 1.1k views
    • 
    • MoJo
    • February 21, 2023

35. Change in Vesting schedule

    By John Feldt ERPA CPC QPA, February 8, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • February 8, 2011

36. Mistake - Deferral put into IRA

    By Pammie57, December 11, 2017
    • 8 replies
    • 1.1k views
    • 
    • Pammie57
    • December 15, 2017

37. Missed Deferral Opportunity

    By Nassau, September 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 20, 2010

38. Doctors all have their own PC

    By austin3515, March 4, 2016
    • 10 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 5, 2016

39. Eligibility related

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

40. controlled group ADP testing

    By K2retire, April 29, 2016
    • 9 replies
    • 1.1k views
    • 
    • BG5150
    • May 3, 2016

41. W-2 income from employer stock buy-back

    By AndrewZ, November 20, 2020
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • November 23, 2020

42. Simple & 401(k) in same Plan Year?

    By CJS07, February 29, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 29, 2012

43. Owners over 70 1/2

    By CJS07, March 31, 2016   

    • RMD and continuing
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • March 31, 2016

44. Allocation exception - retirement

    By pholosofizer, September 2, 2015
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • September 3, 2015

45. Going Union, what to do with the existing 401K

    By Guest jblanscett, November 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • November 19, 2004

46. 2026 Roth Catch-ups for HPI's

    By Belgarath, April 29
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • April 29

47. 401k Excess deferrals to much

    By alexa, March 14, 2006
    • 0 replies
    • 1.1k views
    • 
    • alexa
    • March 14, 2006

48. loan from unrelated rollover

    By cpc0506, March 20, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 21, 2012

49. Plan Sponsor Received Mutual Fund Settlement Check Payable to 401k Plan

    By waid10, February 26, 2021
    • 3 replies
    • 1.1k views
    • 
    • JonC
    • March 2, 2021

50. New TIN?

    By Guest dhall, April 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • April 8, 2011