401(k) Plans

19,319 topics in this forum

1. Plan Loans

   By jala, December 18, 2003
   • 1 reply
   • 1k views
   • 
   • WDIK
   • December 18, 2003

2. SH Plan - Employer Closing Doors

   By austin3515, July 27, 2011
   • 2 replies
   • 1k views
   • 
   • austin3515
   • July 27, 2011

3. Enrollment forms for rehire

   By pam@bbm, September 4, 2015
   • 2 replies
   • 1k views
   • 
   • GMK
   • September 4, 2015

4. Matching on Catch Up contributions

   By Guest h_nowicki, May 26, 2004
   • 1 reply
   • 1k views
   • 
   • Blinky the 3-eyed Fish
   • May 26, 2004

5. Another Control Group Question

   By coleboy, November 2, 2015
   • 4 replies
   • 1k views
   • 
   • Tom Poje
   • November 3, 2015

6. catch-upcontributions

   By Guest joeplans, April 9, 2004
   • 1 reply
   • 1k views
   • 
   • Archimage
   • April 9, 2004

7. ER Securities, NUA, and Roth

   By Guest JMF, April 24, 2010
   • 0 replies
   • 1k views
   • 
   • Guest
   • April 24, 2010

8. compensation disclosures for Investment advisor per 408b

   By Jim Chad, April 23, 2012
   • 2 replies
   • 1k views
   • 
   • Jim Chad
   • April 26, 2012

9. Used wrong ADP Testing Period

   By 52626, March 21, 2012
   • 1 reply
   • 1k views
   • 
   • ETA Consulting LLC
   • March 21, 2012

10. Failed ACP Match Refunds

    By Coleboy1, February 24, 2022
    • 3 replies
    • 1k views
    • 
    • Bri
    • March 10, 2022

11. New Comp Basics

    By LarryPensions, March 28, 2023   

    • new comparability
    • profit sharing calculation
    • (and 1 more)

      Tagged with:

      • new comparability
      • profit sharing calculation
      • correction method
    • 6 replies
    • 1k views
    • 
    • AKowalski
    • March 30, 2023

12. Match Allocation vs Formula Condition

    By justatester, February 17, 2012
    • 2 replies
    • 1k views
    • 
    • austin3515
    • February 18, 2012

13. ADP testing and controlled groups

    By Guest Rocky, October 20, 2004
    • 3 replies
    • 1k views
    • 
    • Tom Poje
    • October 20, 2004

14. Early Withdrawal After Tax Credit

    By Guest jjc418, May 18, 2006
    • 1 reply
    • 1k views
    • 
    • ERISAnut
    • May 19, 2006

15. 401k/ catch up/ PSP

    By pgold, February 22, 2017
    • 6 replies
    • 1k views
    • 
    • K2
    • February 23, 2017

16. After-Tax in-plan rollover to Roth

    By FormsRstillmylife, January 18, 2024
    • 3 replies
    • 1k views
    • 
    • FormsRstillmylife
    • January 23, 2024

17. Mergers and 401k Safe harbors

    By perkinsran, March 7, 2007
    • 0 replies
    • 1k views
    • 
    • perkinsran
    • March 7, 2007

18. Death benefit to minor

    By baileybear, October 15, 2019
    • 1 reply
    • 1k views
    • 
    • Terry Connerton
    • October 16, 2019

19. New Cycle C Address? (Help!)

    By ERISAatty, January 6, 2009
    • 2 replies
    • 1k views
    • 
    • david rigby
    • January 7, 2009

20. Foreign Miscellaneous Government Entity

    By SRP, January 7, 2009
    • 0 replies
    • 1k views
    • 
    • SRP
    • January 7, 2009

21. Safe Harbor Plan with only the owners deferring

    By Guest EPS2, March 11, 2008
    • 1 reply
    • 1k views
    • 
    • Kimberly S
    • March 11, 2008

22. Safe Harbor 3% flip to Safe Harbor Match 4%

    By pbarrett, February 19, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • February 19, 2004

23. 401(k) employee contribution missed for 12/24/2014

    By lbrenneman, March 19, 2015
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • April 3, 2015

24. Benefits deductions for 2005

    By Guest reedjd, January 6, 2005
    • 1 reply
    • 1k views
    • 
    • rcline46
    • January 6, 2005

25. When is earned income deemed paid for safe harbor 401(k) purposes?

    By Doghouse, April 11, 2016   

    • earned income
    • when
    • (and 3 more)

      Tagged with:

      • earned income
      • when
      • safe harbor
      • partner
      • partnership
    • 3 replies
    • 1k views
    • 
    • Lou S.
    • April 11, 2016

26. All Stock Purchase of Company With Safe Harbor 401k By Company With No Pre-Existing 401k

    By MeetMeInTheBackdoorRoth, April 14, 2022   

    • 401k
    • safe harbor
    • (and 4 more)

      Tagged with:

      • 401k
      • safe harbor
      • secure act
      • conversion
      • merger
      • eligibility
    • 2 replies
    • 1k views
    • 
    • CuseFan
    • April 14, 2022

27. Plan aggregation for top heavy

    By Guest jkrad, March 17, 2003
    • 3 replies
    • 1k views
    • 
    • R. Butler
    • March 18, 2003

28. Paying off Mortgage a Moving Expense?

    By austin3515, April 5, 2011
    • 5 replies
    • 1k views
    • 
    • austin3515
    • April 5, 2011

29. Proving Guardian IS Guardian

    By austin3515, July 18, 2007
    • 0 replies
    • 1k views
    • 
    • austin3515
    • July 18, 2007

30. Service

    By fiona1, February 18, 2010
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • February 19, 2010

31. DATAIR VOLUME SUBMITTER DOCUMENT

    By Guest Jerry, March 4, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • March 4, 2004

32. late deposit and 415 limits

    By K2retire, October 3, 2014
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • October 3, 2014

33. Delay in transferring assets from an orphaned SDA

    By mwagner003, April 11, 2016   

    • self-directed account
    • SDA
    • (and 1 more)

      Tagged with:

      • self-directed account
      • SDA
      • trading window
    • 2 replies
    • 1k views
    • 
    • BG5150
    • April 12, 2016

34. Plan coverage change during testing year

    By Guest jae3207, December 20, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 20, 2005

35. Plan merger and last day rule

    By 30Rock, October 9, 2012
    • 0 replies
    • 1k views
    • 
    • 30Rock
    • October 9, 2012

36. company a with 401(k) purchased by company b with simple ira

    By Guest mrtnak, January 12, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 12, 2005

37. Forfeiture Use in a Plan

    By mlp0816, February 12, 2014   

    • Forfeitures
    • 4 replies
    • 1k views
    • 
    • K2retire
    • February 12, 2014

38. Amendment Timing

    By Stash026, September 11, 2009
    • 1 reply
    • 1k views
    • 
    • Guest
    • September 11, 2009

39. Title I Plan?

    By Guest notapensiongeek, February 26, 2008
    • 3 replies
    • 1k views
    • 
    • Guest
    • February 26, 2008

40. Required Minimum Distribution

    By Guest hstew, December 19, 2007
    • 1 reply
    • 1k views
    • 
    • WDIK
    • December 19, 2007

41. SARSEP divorce withdraw

    By Guest debtman, December 16, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 16, 2010

42. Distribution from simple IRA

    By Guest cynthiar, February 12, 2004
    • 1 reply
    • 1k views
    • 
    • jevd
    • February 12, 2004

43. Auto Enroll and Escalate? Well maybe......

    By Mr Bagwell, November 15, 2016
    • 4 replies
    • 1k views
    • 
    • TPAJake
    • November 18, 2016

44. QACA Compensation

    By PLAN MAN, February 2, 2016   

    • qaca
    • 414s
    • 0 replies
    • 1k views
    • 
    • PLAN MAN
    • February 2, 2016

45. Reduce EACA percentage effective January 1

    By WCC, April 27, 2020
    • 6 replies
    • 1k views
    • 
    • BG5150
    • April 29, 2020

46. Wrong Match Amended

    By austin3515, June 25, 2015
    • 4 replies
    • 1k views
    • 
    • Kevin C
    • June 26, 2015

47. Control Group

    By pixmax, December 23, 2010
    • 3 replies
    • 1k views
    • 
    • Bird
    • December 24, 2010

48. Plan Sponsor and Affiliated Service Grps segregate

    By Guest CRA, September 9, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • September 9, 2003

49. Senior Moment

    By thepensionmaven, May 7, 2014
    • 5 replies
    • 1k views
    • 
    • Kevin C
    • May 8, 2014

50. Investments with a minimum networth

    By artvandelay3, December 9, 2013
    • 5 replies
    • 1k views
    • 
    • Tom Poje
    • December 11, 2013