401(k) Plans

19,319 topics in this forum

1. 2008 1099R to Correct 2006 1099R

   By Guest CTB, January 15, 2009
   • 1 reply
   • 984 views
   • 
   • Guest
   • January 16, 2009

2. Disaggregate Otherwise-Excludable - 401(a)(4)

   By JesseQG, September 12, 2017
   • 2 replies
   • 984 views
   • 
   • JesseQG
   • September 12, 2017

3. ADP Test "Comp as a Nonexcludable"

   By austin3515, April 8, 2011
   • 1 reply
   • 984 views
   • 
   • Guest
   • April 8, 2011

4. Fiduciary Rating

   By Guest Guy Incognito, December 10, 2009
   • 0 replies
   • 984 views
   • 
   • Guest
   • December 10, 2009

5. Exclusion vs Waiver

   By Flyboyjohn, January 9, 2014
   • 3 replies
   • 984 views
   • 
   • BG5150
   • January 9, 2014

6. Lost Interest Deductible?

   By austin3515, February 25, 2011
   • 2 replies
   • 984 views
   • 
   • austin3515
   • February 28, 2011

7. PLAN INVESTMENTS

   By Gary, May 12, 2010
   • 1 reply
   • 984 views
   • 
   • K2retire
   • May 12, 2010

8. Audit Requirements

   By 401king, October 11, 2013
   • 1 reply
   • 984 views
   • 
   • GMK
   • October 11, 2013

9. Leased Employee Question

   By Guest bgiles, February 4, 2003
   • 0 replies
   • 984 views
   • 
   • Guest
   • February 4, 2003

10. Apply Match To TH Minimum

    By Guest amybu99, March 31, 2003
    • 1 reply
    • 984 views
    • 
    • R. Butler
    • March 31, 2003

11. post-death wages

    By AKconsult, January 31, 2011
    • 0 replies
    • 984 views
    • 
    • AKconsult
    • January 31, 2011

12. Limited Liability Company Distribution

    By Guest JanetGS, November 1, 2013
    • 5 replies
    • 983 views
    • 
    • Guest
    • November 1, 2013

13. 401K loan offset help!

    By Brett, July 21, 2018   

    • 401k
    • loan
    • (and 2 more)

      Tagged with:

      • 401k
      • loan
      • offset
      • resignation
    • 4 replies
    • 983 views
    • 
    • Madison71
    • July 21, 2018

14. 12 month due date of match contribution

    By Jim Chad, January 11, 2010
    • 2 replies
    • 983 views
    • 
    • Jim Chad
    • January 12, 2010

15. NRA and Break in Service

    By ERISA guy, May 10, 2022
    • 7 replies
    • 983 views
    • 
    • G8Rs
    • May 11, 2022

16. Enhanced SH Match + Discretionary Match

    By Guest notapensiongeek, September 18, 2009
    • 2 replies
    • 983 views
    • 
    • MWeddell
    • September 18, 2009

17. quick question

    By Guest A_Dude, June 5, 2014
    • 4 replies
    • 983 views
    • 
    • rcline46
    • June 6, 2014

18. Running a ADP/ACP Test beyond 12 Months

    By justatester, October 16, 2009
    • 1 reply
    • 983 views
    • 
    • BG5150
    • October 16, 2009

19. Converting a SIMPLE IRA to a Safe Harbor 401k (and max the owners at 415)

    By austin3515, March 18, 2024
    • 2 replies
    • 983 views
    • 
    • austin3515
    • March 18, 2024

20. AutoEnroll and Matching Contributions

    By Guest caseyb, August 11, 2009
    • 1 reply
    • 982 views
    • 
    • GMK
    • August 12, 2009

21. 401(K) Plan with IRA money rolled in

    By Guest Mardi Gras, September 13, 2007
    • 1 reply
    • 982 views
    • 
    • masteff
    • September 13, 2007

22. Safe Harbor Match change

    By R. Butler, March 31, 2010
    • 2 replies
    • 982 views
    • 
    • Kevin C
    • March 31, 2010

23. new safe harbor 401k

    By Guest LTurner, August 28, 2003
    • 0 replies
    • 982 views
    • 
    • Guest
    • August 28, 2003

24. self employed catch up

    By DDB BN, October 8, 2019
    • 4 replies
    • 982 views
    • 
    • DDB BN
    • October 8, 2019

25. Plan Sponsor is Ins. Co. making commisisons on investments in the plan

    By jkharvey, September 22, 2009
    • 2 replies
    • 982 views
    • 
    • Ron Snyder
    • September 22, 2009

26. Revenue Sharing Realloaction Funds to participants

    By Guest cdecastro78, November 10, 2014
    • 2 replies
    • 982 views
    • 
    • chc93
    • November 13, 2014

27. Fiscal Year Catch Up

    By RobN, May 11, 2011
    • 4 replies
    • 982 views
    • 
    • Kevin C
    • May 11, 2011

28. LLC Partnership Draws

    By coleboy, March 25, 2018
    • 3 replies
    • 981 views
    • 
    • Loves401(k)
    • March 26, 2018

29. Delinquent contributions - large to small plan

    By TPApril, July 10, 2017   

    • use small plan safe harbor?
    • 10 replies
    • 981 views
    • 
    • TPApril
    • July 11, 2017

30. DOL changse PN

    By Monica Barnard, March 19, 2012
    • 1 reply
    • 981 views
    • 
    • austin3515
    • March 19, 2012

31. Purchase of SPIA outside of 401k plan

    By Guest andrea16, October 30, 2007
    • 0 replies
    • 981 views
    • 
    • Guest
    • October 30, 2007

32. General Testing

    By justatester, December 15, 2011
    • 3 replies
    • 981 views
    • 
    • justatester
    • December 16, 2011

33. Business acquisition - separate safe harbor 401k plans

    By Belgarath, May 28, 2015
    • 4 replies
    • 980 views
    • 
    • Belgarath
    • May 28, 2015

34. Amending plan for discretionary match

    By pixiebear, October 11, 2023
    • 1 reply
    • 980 views
    • 
    • Lou S.
    • October 11, 2023

35. Short First Year Safe Harbor, pro-rate compensation limit?

    By Guest PensionPrincess, November 8, 2010
    • 1 reply
    • 980 views
    • 
    • Lou S.
    • November 8, 2010

36. Top Heavy Minimum

    By Guest lap716, August 18, 2009
    • 1 reply
    • 980 views
    • 
    • PensionPro
    • August 18, 2009

37. 401(k) vs 403(b)

    By Guest michaelraub, January 16, 2003
    • 0 replies
    • 980 views
    • 
    • Guest
    • January 16, 2003

38. Are New Plans Subject to Remedial Amendment Period Cycles?

    By rocknrolls2, January 10, 2007
    • 0 replies
    • 980 views
    • 
    • rocknrolls2
    • January 10, 2007

39. SAR

    By 30Rock, April 16, 2014
    • 1 reply
    • 980 views
    • 
    • mming
    • April 21, 2014

40. Anyone know EBSA/DOL's preferred document format?

    By ERISAatty, March 18, 2011
    • 2 replies
    • 980 views
    • 
    • ERISAatty
    • March 22, 2011

41. Ownership change of existing entity

    By Bird, December 19, 2012
    • 3 replies
    • 980 views
    • 
    • Bird
    • December 19, 2012

42. Roth Catch Up 1.1.2026

    By 52626, June 12, 2025
    • 2 replies
    • 980 views
    • 
    • Bruce1
    • June 16, 2025

43. Failed ADP Partner deferral not deposited yet

    By SheilaD, March 7, 2013
    • 0 replies
    • 980 views
    • 
    • SheilaD
    • March 7, 2013

44. Mistake in Safe Harbor notice

    By jquazza, March 18, 2004
    • 0 replies
    • 980 views
    • 
    • jquazza
    • March 18, 2004

45. New eligible group

    By Guest Philip2, August 5, 2009
    • 1 reply
    • 980 views
    • 
    • J Simmons
    • August 6, 2009

46. Roth Conversions

    By 12AX7, December 2, 2010
    • 2 replies
    • 980 views
    • 
    • 12AX7
    • December 2, 2010

47. Match contribution

    By fiona1, May 19, 2010
    • 1 reply
    • 980 views
    • 
    • Guest
    • May 19, 2010

48. Rehire - elapsed time

    By Lou81, December 12, 2023
    • 2 replies
    • 979 views
    • 
    • Lou81
    • December 12, 2023

49. After-tax Contributions / Reasonale Limits

    By austin3515, June 14, 2021
    • 6 replies
    • 979 views
    • 
    • BG5150
    • June 16, 2021

50. 404a5

    By karl, November 13, 2015
    • 2 replies
    • 979 views
    • 
    • BG5150
    • November 16, 2015