401(k) Plans

19,319 topics in this forum

1. Another Safe Harbor/Top Heavy Question

   By Guest wayneiser, February 26, 2004
   • 1 reply
   • 1k views
   • 
   • Archimage
   • February 26, 2004

2. 401(k) participant market risk and longevity risk

   By mz27514, November 20, 2020   

   • market risk
   • volatility
   • (and 2 more)

     Tagged with:

     • market risk
     • volatility
     • longevity
     • investment return
   • 12 replies
   • 1k views
   • 
   • MWeddell
   • December 11, 2020

3. Can a prudent fiduciary approve a conflicted adviser?

   By Peter Gulia, February 8, 2007
   • 0 replies
   • 1k views
   • 
   • Peter Gulia
   • February 8, 2007

4. Merger issues

   By ombskid, January 21, 2011
   • 0 replies
   • 1k views
   • 
   • ombskid
   • January 21, 2011

5. 401k safe harbor nonunion/union

   By MURPHY, January 28, 2025
   • 8 replies
   • 1k views
   • 
   • Bri
   • January 30, 2025

6. Default Enrollments - how important are they?

   By ldr, May 3, 2019   

   • investments
   • elections
   • (and 1 more)

     Tagged with:

     • investments
     • elections
     • enrollment
   • 3 replies
   • 1k views
   • 
   • ldr
   • May 6, 2019

7. 415 Excess Plans using Oracle HR

   By Guest dan_forbes, August 1, 2008
   • 0 replies
   • 1k views
   • 
   • Guest
   • August 1, 2008

8. Top Heavy and under 1,000 HOS

   By Guest dhall, May 18, 2010
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • May 18, 2010

9. Safe Harbor Effective Date/ Eligibility Issue

   By chris, January 16, 2004
   • 0 replies
   • 1k views
   • 
   • chris
   • January 16, 2004

10. Hardship - Medical?

    By austin3515, January 3, 2013
    • 3 replies
    • 1k views
    • 
    • austin3515
    • January 3, 2013

11. Stock sale brother sister

    By pjb1835, May 31, 2019
    • 3 replies
    • 1k views
    • 
    • Luke Bailey
    • May 31, 2019

12. An executive will be out of the office on an 18 month PAID leave of absence

    By katieinny, June 2, 2011
    • 2 replies
    • 1k views
    • 
    • katieinny
    • June 3, 2011

13. compensation definition

    By Guest JohnSB, October 19, 2007
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 19, 2007

14. Completion of Enrollment form

    By CLE401kGuy, June 21, 2012
    • 2 replies
    • 1k views
    • 
    • 00hskrgrl
    • June 22, 2012

15. Failure to Enoll Employee - help with corrective contribution, please

    By Guest MikeD, August 5, 2014
    • 3 replies
    • 1k views
    • 
    • Kevin C
    • August 7, 2014

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

    By dragondon, December 22, 2022
    • 6 replies
    • 1k views
    • 
    • Lou S.
    • December 22, 2022

17. credit for service at old firm

    By Jim Chad, December 9, 2008
    • 3 replies
    • 1k views
    • 
    • QDROphile
    • December 10, 2008

18. Eligibility BrainStorm

    By Mr Bagwell, October 4, 2018
    • 6 replies
    • 1k views
    • 
    • Mr Bagwell
    • October 23, 2018

19. partnership self-employment income

    By Guest Diane DuFresne, March 8, 2012
    • 2 replies
    • 1k views
    • 
    • Bird
    • March 8, 2012

20. 401k profit sharing plan term

    By Gary, October 9, 2010
    • 2 replies
    • 1k views
    • 
    • K2retire
    • October 9, 2010

21. incorrect deferral withheld

    By Chippy, October 13, 2021
    • 4 replies
    • 1k views
    • 
    • BG5150
    • October 13, 2021

22. Paperless Enrollment

    By SRP, May 27, 2010
    • 0 replies
    • 1k views
    • 
    • SRP
    • May 27, 2010

23. can 1099 income contribution be added to S-corp plan?

    By mkaufman, December 22, 2021
    • 5 replies
    • 1k views
    • 
    • mkaufman
    • December 24, 2021

24. Controlled Group

    By Guest JanB, January 11, 2013
    • 2 replies
    • 1k views
    • 
    • MoJo
    • January 11, 2013

25. Foreign Pension Plans

    By Nassau, November 22, 2010
    • 2 replies
    • 1k views
    • 
    • GBurns
    • November 23, 2010

26. Safe Harbor Match for Start Up

    By Tetsuro, June 3, 2008
    • 1 reply
    • 1k views
    • 
    • Kimberly S
    • June 3, 2008

27. Relius 16.0

    By Guest ElmiraExpress, March 1, 2011
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • March 1, 2011

28. Solo plan to invest rollover in Real Estate

    By Jim Chad, December 18, 2015
    • 8 replies
    • 1k views
    • 
    • Belgarath
    • January 21, 2016

29. Two matches

    By MGOAdmin, November 28, 2018   

    • match
    • last day
    • 8 replies
    • 1k views
    • 
    • chc93
    • November 30, 2018

30. Former EE requesting SPD from 23 years ago

    By Brenda Wren, December 10, 2025
    • 8 replies
    • 1k views
    • 
    • Peter Gulia
    • December 12, 2025

31. Traditional Safe Harbor Match

    By Nassau, October 11, 2012
    • 0 replies
    • 1k views
    • 
    • Nassau
    • October 11, 2012

32. Leased Employees

    By LauraERPA, February 13, 2014
    • 1 reply
    • 1k views
    • 
    • masteff
    • February 13, 2014

33. Taxes from 401K

    By Buddy M, September 29, 2019
    • 10 replies
    • 1k views
    • 
    • Buddy M
    • October 1, 2019

34. Affiliated Service Group?

    By Dennis Povloski, February 5, 2010
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • February 5, 2010

35. How do you freeze a 401(k)?

    By MeetMeInTheBackdoorRoth, May 16, 2022
    • 7 replies
    • 1k views
    • 
    • Luke Bailey
    • May 21, 2022

36. QNEC partially used in ADP test - split for general test?

    By AndrewZ, November 6, 2017
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • November 6, 2017

37. Davis-Bacon

    By Guest JLHKD, July 30, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 30, 2009

38. Safe Harbor Contributions Used in ACP Test

    By ABeach, December 14, 2020
    • 4 replies
    • 1k views
    • 
    • MWeddell
    • December 14, 2020

39. A Fees paid in by the plan ?

    By ESOP Guy, January 27, 2011
    • 3 replies
    • 1k views
    • 
    • DMcGovern
    • January 27, 2011

40. 401(a)(17) Limit

    By Guest Gumby, January 27, 2010
    • 1 reply
    • 1k views
    • 
    • BG5150
    • January 27, 2010

41. EPCRS correction

    By Guest JPIngold, April 25, 2013
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 26, 2013

42. another 404(a)(5) question - duplicate mailings?

    By TPAnnie, August 27, 2012
    • 1 reply
    • 1k views
    • 
    • Guest
    • August 28, 2012

43. allocation of deductions in partnership (LLC)

    By Guest nancy814, April 1, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 1, 2010

44. Client got a letter from the SSA...on an old plan

    By doombuggy, March 9, 2010
    • 3 replies
    • 1k views
    • 
    • K2retire
    • March 10, 2010

45. Rollovers - Top Heavy

    By PMC, April 1, 2009
    • 2 replies
    • 1k views
    • 
    • PMC
    • April 1, 2009

46. QNEC and QMAC vs nonelective contributions

    By dragondon, April 13, 2023
    • 2 replies
    • 1k views
    • 
    • CuseFan
    • April 14, 2023

47. Self-Certification of Hardship Distributions

    By metsfan026, January 16, 2024
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • January 16, 2024

48. Safe Harbor Nonelective and inclusion of ineligible EE

    By Guest dhall, August 10, 2009
    • 2 replies
    • 1k views
    • 
    • WDIK
    • August 11, 2009

49. multiple participant statements?

    By AlbanyConsultant, September 20, 2013
    • 2 replies
    • 1k views
    • 
    • Bird
    • September 20, 2013

50. In-Plan Roth Conversions, Directed by Investment

    By Guest PhDay, December 13, 2010
    • 1 reply
    • 1k views
    • 
    • masteff
    • December 14, 2010