401(k) Plans

19,337 topics in this forum

1. Top Heavy

   By Jay3, December 7, 2009
   • 1 reply
   • 1.1k views
   • 
   • MSN
   • December 8, 2009

2. 2011 Contribution was forgotten

   By Jim Chad, August 12, 2013
   • 4 replies
   • 1.1k views
   • 
   • BG5150
   • August 13, 2013

3. Compensation paid after termination

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

4. Life Expectancy

   By Guest gchase3, December 13, 2006
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • December 13, 2006

5. Safe Harbor plan with Discretionary Match that qualifies as a Safe Harbor for ACP Testing

   By msmith, July 21, 2016
   • 5 replies
   • 1.1k views
   • 
   • msmith
   • July 21, 2016

6. Controlled Group Question

   By Becky Schwing, December 15, 2020
   • 2 replies
   • 1.1k views
   • 
   • FORMER ESQ.
   • December 15, 2020

7. Control Group Coverage Test

   By pixmax, May 6, 2019
   • 7 replies
   • 1.1k views
   • 
   • Luke Bailey
   • May 8, 2019

8. Top Heavy Minimums - DC Plan

   By PJ2009, March 17, 2009
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • March 18, 2009

9. QACAs

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

10. Late 5500's, But Not REally

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

11. Safe Harbor--Nonelective contributions

    By Felicia, December 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • pmacduff
    • December 18, 2003

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

    By Guest Platinum401k, March 17, 2014   

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

13. Mike Preston

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

14. Suspended Contributions

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

15. PS Shortfall in Floor/offset

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

16. small plan deferrals deposited in a timely manner but unable to allocate due to payroll breakdowns not being submitted

    By Rayofsunshine, November 10, 2022
    • 4 replies
    • 1.1k views
    • 
    • Roycal
    • November 14, 2022

17. When forfeitures pay admin expenses....

    By Guest DCPensionGal, September 17, 2010
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • September 20, 2010

18. Retrocative Plan Amendments

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

19. Is TH minimum triggered if partner ends year with no comp

    By jkharvey, April 9, 2015
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • April 23, 2015

20. Top Heavy Minimum Contributions

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

21. accrual of elective deferral

    By thepensionmaven, April 4, 2018   

    • accrual
    • 7 replies
    • 1.1k views
    • 
    • thepensionmaven
    • April 10, 2018

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

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

23. Multiemployer 415

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

24. Severance Pay

    By ratherbereading, December 12, 2022
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • December 20, 2022

25. TH minimum required?

    By RatherBeGolfing, September 13, 2023
    • 7 replies
    • 1.1k views
    • 
    • Below Ground
    • September 14, 2023

26. Conrolled Group - Excluded MemberPlan design – 12/31 PYE, DF & MT (no hours or EOY requirements), 21 & l YOS, enter semiannually.

    By blue, September 6, 2006
    • 0 replies
    • 1.1k views
    • 
    • blue
    • September 6, 2006

27. Commercial Real Estate question

    By SteveH, May 31, 2013
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • May 31, 2013

28. 401(k) and 457 Plan

    By Cathy from Chicago, October 3, 2007
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 3, 2007

29. Locating Lost participants

    By alexa, May 6, 2009
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • May 6, 2009

30. Partial Plan Termination

    By Guest imthatguy, September 9, 2010
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • September 9, 2010

31. Going from Simple to 401(k) plan

    By Guest CathyS, March 16, 2007
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • March 16, 2007

32. Loans against insurance policy in 401k plan

    By jkharvey, September 12, 2013
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • September 12, 2013

33. tax withholding pd outside of trust, now what

    By TPApril, March 25, 2014
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 27, 2014

34. Amendment: Waiver of Eligibility for one specific NHCE participant

    By Ahuntingus, December 13, 2021
    • 7 replies
    • 1.1k views
    • 
    • EBP
    • December 13, 2021

35. plan termination

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

36. 401 K Plan with S corp K-1 dollars.

    By Guest GinGinR, April 3, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2003

37. Excess Correction

    By Guest Spock, September 5, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 5, 2012

38. rollover IRA in 401k plan

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

39. Investment In Company's Own Hedge Fund?

    By metsfan026, January 3, 2022
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • January 3, 2022

40. Employer match from multiple employers

    By AKconsult, August 21, 2020
    • 1 reply
    • 1.1k views
    • 
    • legort69
    • August 23, 2020

41. Waive Service REquirements

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

42. 401k/PSP for 2023

    By thepensionmaven, March 28, 2024
    • 6 replies
    • 1.1k views
    • 
    • thepensionmaven
    • April 1, 2024

43. QSLOBS

    By Guest JeffRed, November 2, 2010
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • November 2, 2010

44. top heavy - in-service distributions

    By Scuba 401, May 13, 2014
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • May 17, 2014

45. SO confused ~ SH 3% + Disc Match

    By Guest North Meets South, April 17, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 17, 2012

46. For disclosures, do Individual annuities = brokerage accounts?

    By Jim Chad, April 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • April 19, 2012

47. Effective Date of Rev. Proc. 2015-28

    By Floridaattorney, August 6, 2015
    • 0 replies
    • 1.1k views
    • 
    • Floridaattorney
    • August 6, 2015

48. Confused about 401K entry date and income eligibility

    By Ajay Mani, April 17, 2020
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 17, 2020

49. EACA

    By Alex Daisy, November 3, 2014
    • 2 replies
    • 1.1k views
    • 
    • Alex Daisy
    • November 7, 2014

50. 401(k) and ESOP

    By AJ North, May 29, 2013
    • 2 replies
    • 1.1k views
    • 
    • AJ North
    • May 30, 2013