401(k) Plans

19,319 topics in this forum

1. annuity in target-date fund?

   By Peter Gulia, November 25, 2014   

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

2. Guaranteed Bonus

   By Gadgetfreak, September 26, 2019
   • 2 replies
   • 958 views
   • 
   • Larry Starr
   • September 26, 2019

3. Profit Sharing contribution

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

4. Changing Investment options in 401k plan

   By fynn6%7, November 24, 2015
   • 4 replies
   • 958 views
   • 
   • WCC
   • November 24, 2015

5. Simple IRA Plans

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

6. Affiliated Service Group

   By 12AX7, December 20, 2010
   • 0 replies
   • 958 views
   • 
   • 12AX7
   • December 20, 2010

7. Plan Eligibility

   By Nassau, May 22, 2013
   • 2 replies
   • 958 views
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   • Tom Poje
   • May 22, 2013

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

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

9. Collectively bargained owner?

   By MoShawn, September 30, 2008
   • 1 reply
   • 958 views
   • 
   • ERISAnut
   • September 30, 2008

10. Inplan Roth Rollover

    By ac, December 22, 2020
    • 2 replies
    • 958 views
    • 
    • MWeddell
    • December 22, 2020

11. deferrals made, but not allowed in document!

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

12. QACA Auto Increases

    By austin3515, January 31, 2017
    • 5 replies
    • 957 views
    • 
    • austin3515
    • February 2, 2017

13. THM - Class Exclusions

    By austin3515, February 9, 2014
    • 1 reply
    • 957 views
    • 
    • ETA Consulting LLC
    • February 9, 2014

14. Ineligible Participants

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

15. 401k to profit sharing only

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

16. ADP/ACP when Seller's plan terminated and HCE's then move to Buyer's plan mid-year

    By Trekker, March 5, 2010
    • 0 replies
    • 957 views
    • 
    • Trekker
    • March 5, 2010

17. Mechanics of updating plan documents with custodians

    By matthny, August 3, 2020
    • 4 replies
    • 957 views
    • 
    • Bird
    • August 3, 2020

18. Employee

    By cdavis25, March 12, 2009
    • 1 reply
    • 957 views
    • 
    • david rigby
    • March 12, 2009

19. Only Plan Sponsor signed 8955-ssa

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

20. participant under 72 dies, beneficiary is over 72 - RMD?

    By AlbanyConsultant, August 17, 2022
    • 4 replies
    • 957 views
    • 
    • AlbanyConsultant
    • August 17, 2022

21. Adding Roth - new EIN necessary?

    By Gudgergirl, June 8, 2009
    • 2 replies
    • 957 views
    • 
    • jkdoll2
    • June 8, 2009

22. Web Based Communications

    By Nassau, October 6, 2010
    • 1 reply
    • 957 views
    • 
    • david rigby
    • October 6, 2010

23. Affiliated Service Group?

    By Craig Garner, February 2, 2024
    • 3 replies
    • 957 views
    • 
    • CuseFan
    • February 5, 2024

24. is investment managed by money manager considered brokerage window?

    By Tina W, August 23, 2012
    • 4 replies
    • 957 views
    • 
    • Tina W
    • August 25, 2012

25. Look Back Yr Comp Limits

    By Guest elang, February 26, 2010
    • 1 reply
    • 956 views
    • 
    • david rigby
    • February 26, 2010

26. Combination DB & DC Plans

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

27. Benefits, Rights, Features

    By justatester, February 21, 2013
    • 1 reply
    • 956 views
    • 
    • MWeddell
    • February 21, 2013

28. Form 5330 dates

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

29. Limit Catch-up Eligible Participant Contributions?

    By austin3515, December 30, 2015
    • 9 replies
    • 956 views
    • 
    • austin3515
    • December 30, 2015

30. Items allowed in a 401(k) Plan

    By Guest KMB1978, September 20, 2010
    • 1 reply
    • 955 views
    • 
    • J Simmons
    • September 20, 2010

31. Must 401(k) Safe Harbors be made for all plans of an employer?

    By ERISA1, May 7, 2004
    • 0 replies
    • 955 views
    • 
    • ERISA1
    • May 7, 2004

32. Top Heavy Safe Harbor Match

    By PFranckowiak, March 19, 2020
    • 6 replies
    • 955 views
    • 
    • Belgarath
    • March 20, 2020

33. Can I set a minimum 7% limit on deferrals?

    By TPAJake, September 19, 2016
    • 4 replies
    • 955 views
    • 
    • QDROphile
    • September 22, 2016

34. Participant Loan / VCP Filing

    By austin3515, April 13, 2016
    • 3 replies
    • 954 views
    • 
    • Belgarath
    • April 14, 2016

35. Minimum funding requirement applicable to sole-participant plan?

    By Guest 401(k) newbie, March 25, 2013
    • 1 reply
    • 954 views
    • 
    • Lou S.
    • March 25, 2013

36. Compensation

    By cdavis25, May 21, 2014
    • 2 replies
    • 954 views
    • 
    • Bird
    • May 22, 2014

37. Ideas for crediting hours for Home Health nursing services?

    By Guest TBick, June 28, 2005
    • 1 reply
    • 954 views
    • 
    • Guest
    • June 28, 2005

38. Reference Book? IRC?

    By justanotheradmin, March 14, 2016
    • 7 replies
    • 954 views
    • 
    • justanotheradmin
    • March 15, 2016

39. What's the Max PS contribution for...

    By RayJJohnsonJr, March 23, 2022
    • 3 replies
    • 954 views
    • 
    • RayJJohnsonJr
    • March 25, 2022

40. SE Contribution Calculation

    By Basically, January 31, 2022
    • 3 replies
    • 954 views
    • 
    • Basically
    • January 31, 2022

41. Participant Fee Disclosure on Conversions

    By LMOC, May 28, 2015
    • 0 replies
    • 953 views
    • 
    • LMOC
    • May 28, 2015

42. Figuring out Earnings

    By geunwyvar1978, October 27, 2016
    • 10 replies
    • 953 views
    • 
    • ESOP Guy
    • October 31, 2016

43. Deducting 2020 and 2021 in 2021

    By austin3515, June 25, 2021
    • 12 replies
    • 953 views
    • 
    • austin3515
    • July 8, 2021

44. BRF Testing

    By Guest Pennysaver, July 23, 2009
    • 3 replies
    • 953 views
    • 
    • Blinky the 3-eyed Fish
    • July 23, 2009

45. when is the money "deposited"

    By K2retire, March 15, 2011
    • 2 replies
    • 953 views
    • 
    • Belgarath
    • March 16, 2011

46. Discounted Employer Stock

    By Just Me, January 29, 2008
    • 1 reply
    • 953 views
    • 
    • QDROphile
    • January 29, 2008

47. 401(k) Testing

    By S- Milwaukee, February 24, 2015   

    • ADP test
    • 1 reply
    • 953 views
    • 
    • Lou S.
    • February 24, 2015

48. Excluding fringe benefits

    By Chippy, November 7, 2018
    • 2 replies
    • 953 views
    • 
    • CuseFan
    • November 7, 2018

49. What do you think about a requirement to use an automatic-contribution arrangement?

    By Peter Gulia, May 20, 2022   

    • automatic-contribution; automatic enrollment
    • 13 replies
    • 953 views
    • 
    • BenefitJack
    • May 30, 2022

50. Looking for Guidance on interest on late deposits

    By Alex Daisy, April 3, 2009
    • 1 reply
    • 953 views
    • 
    • jkdoll2
    • April 3, 2009