401(k) Plans

19,337 topics in this forum

1. RMD - small account balances

   By Guest sritts, January 11, 2012
   • 1 reply
   • 1.1k views
   • 
   • Jim Chad
   • January 11, 2012

2. Last Minute 2014 SH Notice Changes

   By austin3515, November 18, 2013
   • 4 replies
   • 1.1k views
   • 
   • Tom Poje
   • November 20, 2013

3. New PPP 24 Week Period

   By austin3515, June 11, 2020
   • 6 replies
   • 1.1k views
   • 
   • Larry Starr
   • June 11, 2020

4. Separate Accounting For Roth 401(k) Funds in Brokerage

   By EPCRSGuru, June 2, 2016
   • 4 replies
   • 1.1k views
   • 
   • Tom Poje
   • June 2, 2016

5. 401K union plan paying expenses.

   By Guest jhilliard, January 19, 2004
   • 1 reply
   • 1.1k views
   • 
   • RCK
   • January 19, 2004

6. Wrong Comp. - QNEC - Testing

   By Guest philc, June 2, 2004
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • June 2, 2004

7. Employee?

   By Guest padmin, February 11, 2009
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • February 11, 2009

8. Employer Or Employee Paid Medical Benefits?

   By austin3515, February 13, 2015
   • 4 replies
   • 1.1k views
   • 
   • QDROphile
   • February 13, 2015

9. Forfeitures

   By Guest PGH.ERISA, June 20, 2008
   • 1 reply
   • 1.1k views
   • 
   • Kimberly S
   • June 20, 2008

10. DOL Lost interest calculator down?

    By austin3515, July 14, 2016
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • July 14, 2016

11. Affiliated Service Group - B-Organization?

    By Will.I.Am, September 10, 2021
    • 3 replies
    • 1.1k views
    • 
    • Will.I.Am
    • September 14, 2021

12. Where to get an IRA ROTH

    By Guest mlconsumer, October 19, 2009
    • 5 replies
    • 1.1k views
    • 
    • GMK
    • October 20, 2009

13. Can an employer make matching contributions to a solo 401k?

    By dragondon, December 22, 2022
    • 6 replies
    • 1.1k views
    • 
    • Lou S.
    • December 22, 2022

14. What To Do With Excess Match Contributions?

    By Guest M00ZIKMAN, February 19, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 19, 2004

15. Termination of SH Matching plan to convert to SIMPLE IRA

    By GwenOC, April 8, 2025
    • 4 replies
    • 1.1k views
    • 
    • GwenOC
    • April 15, 2025

16. Prohibited Transaction Exemption for Nonmarketable Obligations Issued by Employer Affiliate?

    By ERISAatty, January 7, 2011
    • 0 replies
    • 1.1k views
    • 
    • ERISAatty
    • January 7, 2011

17. 401(k) plans and long term care

    By davef, August 20, 2007
    • 0 replies
    • 1.1k views
    • 
    • davef
    • August 20, 2007

18. Excess Deferral Ordering Rules

    By tuna524, February 10, 2017
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 10, 2017

19. Loans in excess of limit

    By AAS2, October 26, 2017
    • 3 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • October 31, 2017

20. Easy question - HCE?

    By Guest CCarter, February 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • February 18, 2003

21. Annual addition help

    By SteveH, August 4, 2006
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • August 4, 2006

22. Resuming deferrals after 6 month break after hardship

    By ldr, April 8, 2022   

    • hardship
    • 7 replies
    • 1.1k views
    • 
    • ldr
    • April 14, 2022

23. IRS Missing Participant Program

    By preErisa, February 27, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • February 27, 2007

24. Multiple Employer Plan - Plan Expenses

    By Alex Daisy, October 21, 2014
    • 1 reply
    • 1.1k views
    • 
    • chc93
    • October 22, 2014

25. health insurance preimums

    By LIBERTYKID, April 23, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • June 7, 2009

26. Hardship withdrawal

    By Guest Ed Walker, April 7, 2003
    • 1 reply
    • 1.1k views
    • 
    • maverick
    • April 7, 2003

27. Exclusion of Eligible EE to Defer

    By Guest saotampa, June 20, 2007
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • June 21, 2007

28. Safe Harbor 401(k) and After Tax $

    By Guest hyper, November 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • November 16, 2004

29. Comp Definition for Deferrals

    By MarZDoates, October 7, 2013
    • 4 replies
    • 1.1k views
    • 
    • MarZDoates
    • October 8, 2013

30. Retirement Plan audits for new plans

    By Guest willow, February 10, 2005
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • February 10, 2005

31. Plan Termination

    By Alex Daisy, July 31, 2009
    • 0 replies
    • 1.1k views
    • 
    • Alex Daisy
    • July 31, 2009

32. Delinquent 5500s-use current forms ?

    By JAY21, July 11, 2005
    • 2 replies
    • 1.1k views
    • 
    • JAY21
    • July 11, 2005

33. Determination Letter Question

    By Guest ohioattorney, August 4, 2009
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 4, 2009

34. What does "reduction" of a safe harbor benefit mean?

    By BG5150, July 9, 2019
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • July 9, 2019

35. Audit Question?

    By FundeK, July 12, 2004
    • 0 replies
    • 1.1k views
    • 
    • FundeK
    • July 12, 2004

36. Matching contributions

    By Guest jim williams, April 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • April 18, 2003

37. Current Availability

    By Tetsuro, June 2, 2004
    • 0 replies
    • 1.1k views
    • 
    • Tetsuro
    • June 2, 2004

38. HCE Counts for testing

    By Guest enough, April 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 14, 2007

39. Plan termination

    By PFranckowiak, November 10, 2015
    • 5 replies
    • 1.1k views
    • 
    • PFranckowiak
    • November 11, 2015

40. Company Subsidiary to Start Plan or Adopt Current One

    By KevinMc, May 15, 2025
    • 7 replies
    • 1.1k views
    • 
    • QDROphile
    • May 24, 2025

41. EPCRS and Matching Contributions

    By Guest ccl, January 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • January 20, 2009

42. Two commingled plans in one trust fund?

    By ldr, March 8, 2021
    • 8 replies
    • 1.1k views
    • 
    • ldr
    • March 10, 2021

43. Discrimination in payment of plan investment fees?

    By Guest blaum8, January 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • January 3, 2003

44. Document failure

    By blue, November 16, 2009
    • 2 replies
    • 1.1k views
    • 
    • blue
    • November 17, 2009

45. Tiered SHNEC Contributions

    By Rich L. Mayer, August 11, 2014
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • August 11, 2014

46. 2005 401k reimbursed to employee that was not eligible

    By Guest akv, November 20, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 20, 2006

47. Company wants me to fund my own QNEC after test failure -- I'm a partner

    By calexbraska, June 20, 2018
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • June 21, 2018

48. Plan restatement

    By Gary, April 22, 2010
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • April 22, 2010

49. debit card?

    By Guest LKP, June 28, 2011
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • June 28, 2011

50. 401(k) Plan as an offset

    By mphs77, May 27, 2014
    • 2 replies
    • 1.1k views
    • 
    • mphs77
    • May 27, 2014