401(k) Plans

19,275 topics in this forum

1. 10 life 401(k) plam

   By Guest dubya, March 18, 2004
   • 2 replies
   • 1.1k views
   • 
   • Demosthenes
   • March 19, 2004

2. One employer: Two separate Safe Harbors

   By ERISA25, October 28, 2010
   • 2 replies
   • 1.1k views
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   • Tom Poje
   • October 28, 2010

3. Young investor seeking advice

   By Guest younginvestor, March 29, 2005
   • 4 replies
   • 1.1k views
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   • david rigby
   • March 30, 2005

4. Suspended Contributions

   By MBCarey, April 25, 2011
   • 3 replies
   • 1.1k views
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   • QDROphile
   • April 26, 2011

5. 401k safe harbor

   By Guest jim williams, August 11, 2006
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • August 11, 2006

6. rollover IRA in 401k plan

   By Guest Brenda Schachle, June 26, 2003
   • 1 reply
   • 1.1k views
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   • stevena
   • July 8, 2003

7. controlled groups and testing

   By Chippy, February 22, 2013
   • 1 reply
   • 1.1k views
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   • MWeddell
   • February 22, 2013

8. Affiliated Service Group

   By EBDI, June 9, 2011
   • 2 replies
   • 1.1k views
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   • EBDI
   • June 9, 2011

9. In-Kind Distributions with annuity products

   By Purplemandinga, June 15, 2018
   • 3 replies
   • 1.1k views
   • 
   • Larry Starr
   • June 15, 2018

10. Required Top-Heavy Contribution for non-key HCE?

    By Guest Platinum401k, March 17, 2014   

    • top heavy 401k hce
    • 3 replies
    • 1.1k views
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    • Tom Poje
    • March 17, 2014

11. Mike Preston

    By Blinky the 3-eyed Fish, August 19, 2003
    • 0 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 19, 2003

12. PS Shortfall in Floor/offset

    By Guest Ddalk, May 9, 2003
    • 4 replies
    • 1.1k views
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    • Mike Preston
    • May 13, 2003

13. Conduit IRA into 401(k)

    By Guest notnimbaab, August 22, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • August 22, 2003

14. plan termination

    By Guest mmc, March 9, 2011
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • March 9, 2011

15. VCP - filing question

    By PFranckowiak, September 9, 2011
    • 0 replies
    • 1.1k views
    • 
    • PFranckowiak
    • September 9, 2011

16. TIAA CREF Conversion

    By MjInvestments, April 4, 2017   

    • tiaa-cref
    • tiaa
    • (and 1 more)

      Tagged with:

      • tiaa-cref
      • tiaa
      • variable annuity
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • April 5, 2017

17. catchup for 2012

    By Monica Barnard, January 12, 2013
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 25, 2013

18. IRS Form 872-H - Is there a link to this Form?

    By rocknrolls2, February 27, 2017
    • 0 replies
    • 1.1k views
    • 
    • rocknrolls2
    • February 27, 2017

19. maximum employer contribution/deduction

    By Guest k9522, October 18, 2002
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • October 18, 2002

20. QACAs

    By AJ North, June 20, 2011
    • 2 replies
    • 1.1k views
    • 
    • AJ North
    • June 22, 2011

21. Late 5500's, But Not REally

    By austin3515, July 9, 2010
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • July 9, 2010

22. Waive Service REquirements

    By austin3515, November 15, 2012
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • November 15, 2012

23. Employer Deposit Deadline Change?

    By Guest CSTS, August 6, 2009
    • 2 replies
    • 1.1k views
    • 
    • jkdoll2
    • August 10, 2009

24. breakpoint discount refund-mutual funds

    By Guest scompliance, June 21, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 21, 2004

25. Compensation cap for match--payroll basis?

    By BG5150, October 7, 2024
    • 6 replies
    • 1.1k views
    • 
    • Paul I
    • October 7, 2024

26. "Individual" 401(k) Plans

    By Guest Fred Fenster, January 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • January 19, 2004

27. Disaggregated Plans Testing Method for ADP

    By Vlad401k, February 17, 2021
    • 2 replies
    • 1.1k views
    • 
    • pmacduff
    • February 18, 2021

28. Auto enroll permissible withdrawal after termination?

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

29. Otherwise Excludible and TH

    By Earl, July 11, 2018
    • 14 replies
    • 1.1k views
    • 
    • shERPA
    • July 13, 2018

30. esop guy Pledging company assets as collateral

    By InquisitivePerson, December 15, 2024
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • December 16, 2024

31. Top Heavy Minimum Contributions

    By Guest sritts, September 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 24, 2004

32. Discretionary Match to HCE's in Safe Harbor Plan

    By Guest Giovanni, March 26, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 26, 2004

33. Multiemployer 415

    By Guest ssbvjs, November 20, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 20, 2003

34. What to do with earnings that Insurance Company won't return

    By jkharvey, October 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 13, 2003

35. Compensation paid after termination

    By jkharvey, March 31, 2008
    • 0 replies
    • 1.1k views
    • 
    • jkharvey
    • March 31, 2008

36. New Safe Harbor Plan Effective 10-1-2010

    By steverenner, September 28, 2010
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • September 30, 2010

37. Suspend safe harbor 3%

    By rlb64, March 17, 2011
    • 0 replies
    • 1.1k views
    • 
    • rlb64
    • March 17, 2011

38. Per Pay Match Calulation - Cap Match?

    By jeff77, August 24, 2015
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • August 25, 2015

39. Comp for match--stop match after the limit?

    By BG5150, November 11, 2024
    • 3 replies
    • 1.1k views
    • 
    • QDROphile
    • November 11, 2024

40. plan loans - no income to repay

    By Guest justbetmd, March 9, 2007
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • March 9, 2007

41. peo and commonly controlled company

    By Guest CAM223, February 5, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 5, 2003

42. Hurrican Katrina Victim

    By Guest TPA Guy, December 19, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 19, 2005

43. SIMPLE 401(k) to Traditional 401(k)

    By Christopher, July 5, 2018
    • 3 replies
    • 1.1k views
    • 
    • JackS
    • July 9, 2018

44. Retrocative Plan Amendments

    By k man, February 22, 2008
    • 2 replies
    • 1.1k views
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    • k man
    • February 22, 2008

45. 50% Owner lists 0 hours but compensation on census

    By jsample, March 9, 2020
    • 4 replies
    • 1.1k views
    • 
    • jsample
    • March 9, 2020

46. Which DOL regulation requires that deferrals occur timely?

    By Guest Enda80, October 14, 2009
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • October 14, 2009

47. Mergers and Terminations-when is ADP Deadline?

    By justatester, October 6, 2022
    • 5 replies
    • 1.1k views
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    • Luke Bailey
    • October 10, 2022

48. SDBAs for owners (can it be done?)

    By AlbanyConsultant, May 1, 2024
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • May 1, 2024

49. Using 'Hardship' criteria as Plan Loan criteria (?)

    By ERISAatty, April 3, 2009
    • 3 replies
    • 1.1k views
    • 
    • ERISAatty
    • April 3, 2009

50. Self Employed Owner Schedule C from two businesses

    By Guest jsample, August 14, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 14, 2012