401(k) Plans

19,275 topics in this forum

1. Tip Income

   By AATPA, October 12, 2018
   • 1 reply
   • 953 views
   • 
   • dan654083
   • March 13, 2019

2. Exclusive Benefit Rule

   By Nassau, October 10, 2011
   • 0 replies
   • 952 views
   • 
   • Nassau
   • October 10, 2011

3. 401K and DB 415 limit

   By pgold, October 17, 2012
   • 2 replies
   • 952 views
   • 
   • rcline46
   • October 17, 2012

4. Beneficiary Designation

   By austin3515, September 6, 2014
   • 4 replies
   • 952 views
   • 
   • Peter Gulia
   • September 8, 2014

5. Active Duty and Loans

   By cpc0506, September 27, 2019
   • 4 replies
   • 952 views
   • 
   • ESOP Guy
   • October 2, 2019

6. IRA ROLLOVER

   By Guest Mike Schwing, June 9, 2003
   • 0 replies
   • 952 views
   • 
   • Guest
   • June 9, 2003

7. Discretionary non-elective already paid in and fails testing

   By Jim Chad, April 22, 2015
   • 2 replies
   • 952 views
   • 
   • Bird
   • April 22, 2015

8. Roth in Plan Doc but never wanted to offer it

   By PainPA, August 22, 2019
   • 3 replies
   • 952 views
   • 
   • PainPA
   • August 27, 2019

9. 401K Loan to Charity

   By Guest John P., November 7, 2012
   • 0 replies
   • 952 views
   • 
   • Guest
   • November 7, 2012

10. Who can be a Trustee

    By cpc0506, July 17, 2013
    • 2 replies
    • 952 views
    • 
    • david rigby
    • July 17, 2013

11. deferrals made, but not allowed in document!

    By Belgarath, March 20, 2009
    • 1 reply
    • 952 views
    • 
    • rcline46
    • March 20, 2009

12. Balance of Plan Account Required with 402(f) Notice

    By billfgrady, February 4, 2004
    • 0 replies
    • 951 views
    • 
    • billfgrady
    • February 4, 2004

13. Prevailing Wage Disproportionate QNEC Question

    By Purplemandinga, July 19, 2019
    • 0 replies
    • 951 views
    • 
    • Purplemandinga
    • July 19, 2019

14. Does it make sense to roll out of the § 401(a)-(k) plan?

    By Peter Gulia, June 6, 2024
    • 5 replies
    • 951 views
    • 
    • Paul I
    • June 6, 2024

15. Allocable share of qualified plan deduction

    By ErisaGooroo, July 25, 2017
    • 5 replies
    • 951 views
    • 
    • ErisaGooroo
    • July 26, 2017

16. excluding hce from safe harbor in a board res

    By hileman, April 10, 2018
    • 2 replies
    • 951 views
    • 
    • Larry Starr
    • April 10, 2018

17. Auto Enroll Notice - Default Invesment

    By DTH, October 25, 2012
    • 2 replies
    • 951 views
    • 
    • DTH
    • October 31, 2012

18. Revisiting the definition of compensation for 3% safe harbor

    By jkharvey, March 2, 2004
    • 0 replies
    • 951 views
    • 
    • jkharvey
    • March 2, 2004

19. Date of amendment to add safe harbor 401(k)

    By MarZDoates, November 19, 2004
    • 1 reply
    • 951 views
    • 
    • wmyer
    • November 19, 2004

20. Fiduciary

    By Guest meeh3704, February 26, 2009
    • 1 reply
    • 951 views
    • 
    • J Simmons
    • February 26, 2009

21. Top Paid Group Former Owners

    By Guest shm3803, March 7, 2012
    • 3 replies
    • 951 views
    • 
    • ETA Consulting LLC
    • March 7, 2012

22. annuity in target-date fund?

    By Peter Gulia, November 25, 2014   

    • investment alternative
    • 3 replies
    • 951 views
    • 
    • GMK
    • November 26, 2014

23. Terminating SEP and PS Plan - New 401k

    By austin3515, December 11, 2013
    • 0 replies
    • 951 views
    • 
    • austin3515
    • December 11, 2013

24. Anyone recognize this website?

    By austin3515, February 19, 2020
    • 6 replies
    • 950 views
    • 
    • Bill Presson
    • February 20, 2020

25. Terminating Plan and 401(k) Safe Harbor Reliance

    By Fibonacci, May 1, 2024
    • 6 replies
    • 950 views
    • 
    • Lou S.
    • May 2, 2024

26. Controlled Group - combined testing

    By RPC-TPA, April 16, 2018
    • 1 reply
    • 950 views
    • 
    • Mike Preston
    • April 16, 2018

27. plan with no value - how to complete 5500-EZ?

    By AlbanyConsultant, September 20, 2024
    • 7 replies
    • 950 views
    • 
    • Ecianas
    • September 28, 2024

28. Form 5558s - returned from IRS

    By justanotheradmin, August 9, 2016
    • 3 replies
    • 950 views
    • 
    • justanotheradmin
    • August 9, 2016

29. Automatic Enrollment

    By PMC, October 8, 2010
    • 1 reply
    • 950 views
    • 
    • Bill Presson
    • October 8, 2010

30. Ineligible Participants

    By Guest susa, May 14, 2003
    • 1 reply
    • 949 views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2003

31. Service Spanning rules and entry date

    By BG5150, February 22, 2022
    • 4 replies
    • 949 views
    • 
    • Nate S
    • February 24, 2022

32. Basic SHM & Dual Eligibility

    By certified3006, May 21, 2018
    • 4 replies
    • 949 views
    • 
    • kshawbenefits
    • July 17, 2018

33. Safe harbor match started mid-year.

    By Guest revier, November 9, 2004
    • 0 replies
    • 949 views
    • 
    • Guest
    • November 9, 2004

34. Incorrect Default Investment

    By Guest Iwonder, June 24, 2010
    • 1 reply
    • 949 views
    • 
    • J Simmons
    • June 24, 2010

35. Simple IRA Plans

    By Guest cconnell, March 5, 2007
    • 0 replies
    • 949 views
    • 
    • Guest
    • March 5, 2007

36. CARES ACt Amendment - Extended or Not?

    By austin3515, October 12, 2022
    • 9 replies
    • 949 views
    • 
    • CuseFan
    • October 12, 2022

37. Only Plan Sponsor signed 8955-ssa

    By jkharvey, December 7, 2011
    • 0 replies
    • 949 views
    • 
    • jkharvey
    • December 7, 2011

38. expatriates and coverage

    By gregburst, May 8, 2023
    • 2 replies
    • 949 views
    • 
    • CuseFan
    • May 9, 2023

39. Minimum deferral percent, plan year comp

    By Guest Achilles, January 30, 2014
    • 4 replies
    • 949 views
    • 
    • david rigby
    • January 30, 2014

40. Failed to suspend deferrals after h'ship--now what?

    By BG5150, March 22, 2019
    • 4 replies
    • 949 views
    • 
    • Luke Bailey
    • March 26, 2019

41. Combination DB & DC Plans

    By Guest Gee Bee Fran, February 27, 2007
    • 1 reply
    • 948 views
    • 
    • John Feldt ERPA CPC QPA
    • February 27, 2007

42. key employee

    By mehmgo, February 15, 2013
    • 1 reply
    • 948 views
    • 
    • Archimage
    • February 15, 2013

43. 401k to profit sharing only

    By Guest Peggy806, January 8, 2010
    • 2 replies
    • 948 views
    • 
    • Guest
    • January 8, 2010

44. Entity Adopting Safe Harbor 401k Mid-year as Participant Employer

    By austin3515, September 8, 2023
    • 4 replies
    • 948 views
    • 
    • CuseFan
    • September 11, 2023

45. self employed catch up

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

46. Accountant will not release Plan audit

    By kshaw, October 7
    • 5 replies
    • 948 views
    • 
    • kshaw
    • October 14

47. After-tax Contributions / Reasonale Limits

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

48. Affiliated Service Group/Controlled Group

    By Randy Watson, December 2, 2009
    • 0 replies
    • 947 views
    • 
    • Randy Watson
    • December 2, 2009

49. Profit Sharing contribution

    By Guest erisa15, August 6, 2003
    • 1 reply
    • 947 views
    • 
    • RTK
    • August 6, 2003

50. Form 5330 dates

    By Guest Peggy806, December 11, 2009
    • 1 reply
    • 947 views
    • 
    • JanetM
    • December 12, 2009