401(k) Plans

19,319 topics in this forum

1. New PPP 24 Week Period

   By austin3515, June 11, 2020
   • 6 replies
   • 1k views
   • 
   • Larry Starr
   • June 11, 2020

2. Health insurance premiums contributed to 401(k) plan if employees "Opts Out" of family coverage

   By Guest cosmo01, March 16, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • March 16, 2004

3. New Comp - Separate Alloc Groups - Coverage

   By austin3515, March 13, 2014
   • 6 replies
   • 1k views
   • 
   • Earl
   • March 14, 2014

4. Salary Deferral never Deposited

   By rblum50, May 13, 2011
   • 0 replies
   • 1k views
   • 
   • rblum50
   • May 13, 2011

5. Missed match deposit

   By Chippy, July 18, 2013
   • 7 replies
   • 1k views
   • 
   • Chippy
   • July 18, 2013

6. Can Prototype Sponsors Adopt 401(k) Reg Amendment for Employers?

   By namealreadyinuse, December 22, 2006
   • 1 reply
   • 1k views
   • 
   • Guest
   • December 22, 2006

7. additonal safe harbor employer contribution

   By LIBERTYKID, July 11, 2008
   • 2 replies
   • 1k views
   • 
   • Guest
   • July 11, 2008

8. Mid-year change to safe harbor plan

   By Sully, March 7, 2010
   • 1 reply
   • 1k views
   • 
   • austin3515
   • March 7, 2010

9. IRAs into 401k

   By Guest stevena1, August 24, 2007
   • 2 replies
   • 1k views
   • 
   • Guest
   • August 24, 2007

10. IRS notices

    By Guest Dan Shea, July 13, 2011
    • 1 reply
    • 1k views
    • 
    • EBDI
    • July 13, 2011

11. Hardship Provision for Single NHCE

    By Jeff Kirtner, July 3, 2003
    • 2 replies
    • 1k views
    • 
    • maverick
    • July 3, 2003

12. Contribution due date

    By Guest Pension Girl, March 12, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • March 12, 2010

13. Determination of Controlled Group

    By pixmax, November 11, 2014
    • 4 replies
    • 1k views
    • 
    • Lou S.
    • November 12, 2014

14. Enchanced Safe Harbor Match

    By 52626, September 3, 2013
    • 4 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • September 3, 2013

15. HCE Question

    By Guest KD40, February 5, 2003
    • 1 reply
    • 1k views
    • 
    • Fredman
    • February 5, 2003

16. DOL Invititation to VFCP

    By austin3515, March 9, 2012
    • 6 replies
    • 1k views
    • 
    • Guest
    • March 30, 2012

17. Interesting HCE question

    By Brenda Wren, February 21, 2007
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • February 21, 2007

18. Roth election for Employer Contributions

    By Tom, April 22, 2025
    • 3 replies
    • 1k views
    • 
    • Tom
    • April 24, 2025

19. Could a worker do SEPP under IRC 72(t) on a prior employer's 401(k) while continuing to keep his current 401(k) and 403(b)?

    By Guest JurisPrude, February 17, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 17, 2005

20. Shared Employees

    By Brian Anderson, April 20, 2021
    • 4 replies
    • 1k views
    • 
    • Brian Anderson
    • April 22, 2021

21. Controlled group that separates

    By Guest JDVJr, February 12, 2003
    • 1 reply
    • 1k views
    • 
    • E as in ERISA
    • February 12, 2003

22. Prior Year Testing Method / No Prior Year test done

    By fiona1, March 11, 2004
    • 1 reply
    • 1k views
    • 
    • R. Butler
    • March 11, 2004

23. Excess Deferral Ordering Rules

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

24. immediate eligibility and break in service

    By Dennis Povloski, June 1, 2011
    • 0 replies
    • 1k views
    • 
    • Dennis Povloski
    • June 1, 2011

25. Unusual Number of 2007 Late Notices

    By austin3515, August 23, 2010
    • 4 replies
    • 1k views
    • 
    • K2retire
    • August 24, 2010

26. Setting Up A Plan For Main Office (Excluding Subisidiaries)

    By metsfan026, November 4, 2021
    • 9 replies
    • 1k views
    • 
    • metsfan026
    • November 18, 2021

27. Okay to grant service with previous employer?

    By John A, May 9, 2003
    • 0 replies
    • 1k views
    • 
    • John A
    • May 9, 2003

28. Defaulted Loan

    By Guest NPS Darren, June 28, 2011
    • 4 replies
    • 1k views
    • 
    • Tom Poje
    • June 28, 2011

29. Fee Disclosure and Waived Fees

    By CLE401kGuy, May 21, 2014
    • 5 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 23, 2014

30. Prefunded PS

    By PFranckowiak, October 14, 2011
    • 3 replies
    • 1k views
    • 
    • Bill Presson
    • October 14, 2011

31. recent data on 401(k) plan participation

    By Guest jigpsu100, October 12, 2005
    • 3 replies
    • 1k views
    • 
    • Guest
    • October 13, 2005

32. Comp Definition for Deferrals

    By MarZDoates, October 7, 2013
    • 4 replies
    • 1k views
    • 
    • MarZDoates
    • October 8, 2013

33. safe harbor plans

    By Guest Jane Freeman, February 20, 2003
    • 1 reply
    • 1k views
    • 
    • R. Butler
    • February 20, 2003

34. investment advisor over a portion of trust fund

    By k man, October 22, 2003
    • 1 reply
    • 1k views
    • 
    • ljr
    • October 22, 2003

35. Military Leave - Tax treatment of made up contributions for prior years.

    By Guest 2341mid, February 20, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 20, 2004

36. late in year sorry

    By Guest ?pensionguy, December 23, 2009
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • December 24, 2009

37. Vesting applicable to QACA SHNE changing to traditional SHNE

    By Robin Wilson, December 23, 2020
    • 5 replies
    • 1k views
    • 
    • Bill Presson
    • January 7, 2021

38. Maximum deductible contribution limit

    By Guest Winkle, June 23, 2011
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • June 23, 2011

39. Coverage Testing w/ Two 401(k) Plans

    By Rob P, February 11, 2012
    • 2 replies
    • 1k views
    • 
    • Rob P
    • February 13, 2012

40. Eligibility

    By Guest Butterfly, October 10, 2008
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • October 10, 2008

41. Two Companies/Plans - Shared Employee as Plan Administrator on Both

    By Christina, August 7, 2020
    • 2 replies
    • 1k views
    • 
    • Larry Starr
    • August 8, 2020

42. Profit Sharing Contribution

    By Guest ryanlaq, May 29, 2007
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 29, 2007

43. Identifying HCE's

    By Guest elang, February 25, 2011
    • 2 replies
    • 1k views
    • 
    • 12AX7
    • February 25, 2011

44. I might be working for a government agency soon...should I put my 401(k) in 457 or 401(a)

    By Guest GoGoLucky, April 27, 2007
    • 1 reply
    • 1k views
    • 
    • masteff
    • May 1, 2007

45. Ohterwise Excludables

    By justatester, May 4, 2009
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • May 5, 2009

46. Granting vesting

    By 30Rock, June 11, 2010
    • 4 replies
    • 1k views
    • 
    • Guest
    • June 14, 2010

47. changing Lump sum distribution to rollover distribution

    By cpc0506, October 4, 2010
    • 3 replies
    • 1k views
    • 
    • masteff
    • October 4, 2010

48. Initial Deferral Period in SIMPLE-401(k) Plan

    By Guest Grumpy455, September 28, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • September 28, 2005

49. Credit Service for Predecessor Employer ... From Date, Through Date. Is this an option?

    By 401king, December 3, 2018
    • 3 replies
    • 1k views
    • 
    • Kevin C
    • December 6, 2018

50. Excess Matching Contribution

    By ac, December 3, 2012
    • 1 reply
    • 1k views
    • 
    • BG5150
    • December 3, 2012