401(k) Plans

19,275 topics in this forum

1. De Facto After-Tax Contributions

   By Guest RJRogers, May 3, 2010
   • 3 replies
   • 1.1k views
   • 
   • jpod
   • May 7, 2010

2. Union & Non-Union Plan

   By Guest dscurtis, September 20, 2006
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • September 20, 2006

3. Notice Requirements for Additional Benefits in Safe Harbor Plan

   By Guest W Waldan Lloyd, December 11, 2009
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • December 11, 2009

4. component plans

   By Guest gsi miami, November 28, 2006
   • 2 replies
   • 1.1k views
   • 
   • AndyH
   • November 28, 2006

5. Election Forms not turned in on time

   By MarZDoates, January 10, 2008
   • 3 replies
   • 1.1k views
   • 
   • Kimberly S
   • January 10, 2008

6. Elected Deferral Not Deducted

   By ruth_ann69, August 23, 2018
   • 7 replies
   • 1.1k views
   • 
   • Larry Starr
   • August 27, 2018

7. Too Late to Make Profit Sharing Contribution?

   By Guest MS TPA, December 6, 2010
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • December 7, 2010

8. Safe Harbor 3% for partner

   By Pammie57, February 13, 2024
   • 5 replies
   • 1.1k views
   • 
   • Bri
   • February 14, 2024

9. Change in vesting schedule

   By QNPG, February 8, 2011
   • 1 reply
   • 1.1k views
   • 
   • Jim Chad
   • February 9, 2011

10. Discretionary Match

    By Guest KAGrist, July 16, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 16, 2003

11. ADP Test

    By pixmax, March 10, 2011
    • 2 replies
    • 1.1k views
    • 
    • Sully
    • March 10, 2011

12. Eligibility upon Reemployment for Special Eligibility

    By Guest Pension Fun, March 20, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 20, 2012

13. ASG (not Control group) with partner plan and safe harbor plan

    By TPApril, October 24, 2017   

    • plan adoption
    • 6 replies
    • 1.1k views
    • 
    • TPApril
    • October 5, 2018

14. Top Heavy Aggregation

    By KJohnson, November 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • November 10, 2004

15. Takeover from MEP Plan

    By austin3515, December 12, 2012
    • 2 replies
    • 1.1k views
    • 
    • 12AX7
    • December 13, 2012

16. Safe Harbor Implementation

    By Guest LonePlanAdministrator, March 12, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 12, 2009

17. Timing of Amendment to Chnage Testing Method

    By davef, February 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • February 16, 2004

18. Safe Harbor 401(k) and Compensation Amendment

    By msmith, September 22, 2011
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • September 22, 2011

19. Individual Investment Advisor Payment From Personal Accout

    By Guest AnonymousAttorney, October 19, 2009
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • October 20, 2009

20. ATRA Roth Transfer

    By Gruegen, October 15, 2013
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • October 16, 2013

21. 3% Safe Harbor

    By Jay3, June 8, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • June 8, 2009

22. RMD Refresher

    By Tom, September 29, 2023
    • 3 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • October 3, 2023

23. Abandoned Checks

    By Guest CK401K, July 2, 2014
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • July 9, 2014

24. Pro-rating Limits

    By 30Rock, December 15, 2013
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • December 15, 2013

25. Contributions includable in ACP

    By Guest jim williams, March 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 9, 2004

26. Eligible or Not?

    By Archimage, March 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • March 18, 2003

27. Cash Balance Plans

    By mlp0816, January 4, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • January 4, 2007

28. Amending plan for new formula

    By Guest Rags, January 25, 2008
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 25, 2008

29. Annual True Up %

    By Guest Liosis, January 17, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 18, 2011

30. LLC as an investment

    By Scuba 401, June 2, 2017
    • 7 replies
    • 1.1k views
    • 
    • MoJo
    • June 2, 2017

31. Student Loan 401(k) program

    By bmore1147, April 22, 2019
    • 9 replies
    • 1.1k views
    • 
    • shERPA
    • April 23, 2019

32. ERISA Bond for PEPs

    By Keith Lowery, November 6, 2023
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • November 7, 2023

33. Spin off

    By fiona1, March 1, 2012
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 2, 2012

34. Multiple Plans and Plan Year Limits

    By Guest Mad_Tony, September 5, 2006
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 5, 2006

35. 401 (k) Plan Participant Claim

    By DPSRich, June 22, 2017
    • 3 replies
    • 1.1k views
    • 
    • DPSRich
    • June 23, 2017

36. Aggregation of plans for top heavy

    By Guest DJB, October 8, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 8, 2004

37. Clarification on 401(a) Enrollment Restrictions working for a non-profit

    By Nick Lenness, August 6, 2024
    • 3 replies
    • 1.1k views
    • 
    • Elizabeth G
    • August 8, 2024

38. Forfeitures

    By ac, November 4, 2015
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • November 5, 2015

39. Increase SH Match

    By Guest saotampa, March 19, 2008
    • 3 replies
    • 1.1k views
    • 
    • MSN
    • March 20, 2008

40. excluded HCEs

    By K2retire, February 11, 2009
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • February 12, 2009

41. 401(k) Investment Options for Very Small Employers

    By Guest YATPA, February 23, 2005
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 23, 2005

42. separate testing of excludable employees

    By Guest mackenzie, March 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 21, 2003

43. Controlled Group?

    By Guest YvonneT, October 19, 2011
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • October 19, 2011

44. Real Estate in a Profit Sharing Plan

    By jenny, May 22
    • 3 replies
    • 1.1k views
    • 
    • ERISALawyr
    • May 26

45. Top Paid Group Election

    By Madison71, July 27, 2018
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • July 27, 2018

46. Permissively aggregating 403(b) Plan with a 401(a) Plan for top heavy testing of the 401(a) Plan?

    By Belgarath, August 4, 2022
    • 4 replies
    • 1.1k views
    • 
    • 401kology
    • August 9, 2022

47. Section 414 compensation

    By Guest jkrad, January 27, 2004
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • January 27, 2004

48. SEP to 401(k)

    By Guest bac, February 8, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 11, 2005

49. Taxes from 401(k) Plan with Roth Contribution at age 60

    By rblum50, November 21, 2013   

    • Roth Contributions
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • November 21, 2013

50. Increase 401k deferral for last 4 payrolls in Dec

    By DDB BN, December 5, 2019
    • 6 replies
    • 1.1k views
    • 
    • AJ North
    • December 9, 2019