401(k) Plans

19,275 topics in this forum

1. NRA and Break in Service

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

2. Safe Harbor Match

   By Below Ground, March 10, 2010
   • 2 replies
   • 935 views
   • 
   • Below Ground
   • March 11, 2010

3. When do catch-ups occur?

   By gc@chimentowebb.com, August 3, 2022
   • 7 replies
   • 935 views
   • 
   • MWeddell
   • August 8, 2022

4. special coverage rules

   By Guest JBeck, June 15, 2004
   • 0 replies
   • 935 views
   • 
   • Guest
   • June 15, 2004

5. missed deferral opportunity

   By LANDO, January 23, 2024   

   • back pay
   • 1 reply
   • 935 views
   • 
   • Paul I
   • January 23, 2024

6. Timely ADP Correction Distributions

   By Saiai, January 20, 2010
   • 0 replies
   • 935 views
   • 
   • Saiai
   • January 20, 2010

7. True Up Contributions

   By khn, January 24, 2024
   • 5 replies
   • 935 views
   • 
   • Peter Gulia
   • February 9, 2024

8. Pentegra Retirement Services: Free Webcast Today

   By Pentegra Retirement Serv., May 26, 2015
   • 0 replies
   • 934 views
   • 
   • Pentegra Retirement Serv.
   • May 26, 2015

9. BrightScope

   By Guest caseyb, May 13, 2009
   • 1 reply
   • 934 views
   • 
   • Fredman
   • May 15, 2009

10. Profit Sharing/401(k) issue

    By ANONY0611, March 27, 2023   

    • profit-sharing
    • profit sharing plan
    • (and 3 more)

      Tagged with:

      • profit-sharing
      • profit sharing plan
      • profit sharing formula
      • allocation
      • safe-harbor
    • 3 replies
    • 934 views
    • 
    • Paul I
    • March 27, 2023

11. Form 5500 Question - Pre-Funded Contribution

    By metsfan026, July 1
    • 5 replies
    • 934 views
    • 
    • Artie M
    • July 3

12. Roth 401k In-Service

    By austin3515, August 28, 2015
    • 5 replies
    • 934 views
    • 
    • austin3515
    • August 28, 2015

13. ADP corrective distributions for wrong amount

    By DMcGovern, March 20, 2013
    • 0 replies
    • 933 views
    • 
    • DMcGovern
    • March 20, 2013

14. Additional Form 5330

    By Guest koo, June 2, 2010
    • 0 replies
    • 933 views
    • 
    • Guest
    • June 2, 2010

15. Elective deferrals in excess of 401(a)(17) - Fidelity's document

    By ERISA guy, October 29, 2021
    • 4 replies
    • 933 views
    • 
    • DAK
    • November 2, 2021

16. Match computation period issue

    By Zach Del, January 26, 2024
    • 3 replies
    • 933 views
    • 
    • Zach Del
    • February 19, 2024

17. Inplan Roth Rollover

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

18. Is there any safe harbor.....

    By mphs77, February 14, 2020
    • 3 replies
    • 933 views
    • 
    • CuseFan
    • February 14, 2020

19. PPA regarding Investment Diversification

    By Guest LSULLIVAN, February 15, 2008
    • 1 reply
    • 933 views
    • 
    • david rigby
    • February 15, 2008

20. Failure to provide deferral opportunity

    By Guest ebgroup, June 17, 2010
    • 1 reply
    • 932 views
    • 
    • Guest
    • June 17, 2010

21. 401k Plan- Union Workers

    By coleboy, May 15, 2018
    • 2 replies
    • 932 views
    • 
    • coleboy
    • May 15, 2018

22. Suspend Safe Harbor Match, Implement Match Subj to Vesting

    By CLE401kGuy, July 9, 2014
    • 2 replies
    • 932 views
    • 
    • BG5150
    • July 9, 2014

23. Each in Own Group

    By austin3515, March 1, 2016
    • 5 replies
    • 932 views
    • 
    • austin3515
    • March 1, 2016

24. Money Purchase Plan

    By Guest koo, September 23, 2009
    • 1 reply
    • 932 views
    • 
    • J Simmons
    • September 23, 2009

25. EE Options & Controlled Group

    By BeccaERISA, August 24, 2011
    • 1 reply
    • 932 views
    • 
    • Guest
    • August 25, 2011

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

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

27. top heavy safe harbor

    By pmacduff, May 21, 2012
    • 1 reply
    • 932 views
    • 
    • K2retire
    • May 21, 2012

28. Roth 401(k) question

    By Guest ArkansasChris, June 10, 2009
    • 2 replies
    • 932 views
    • 
    • Appleby
    • June 11, 2009

29. Jan 1 and Entry Dates

    By Guest Pippy, January 31, 2014
    • 2 replies
    • 932 views
    • 
    • ETA Consulting LLC
    • January 31, 2014

30. Tips/Ideas for Foreign Participants w/ no SSN

    By Guest GAKVE, December 11, 2013
    • 2 replies
    • 932 views
    • 
    • Lou S.
    • December 11, 2013

31. All in the Family...who is a Key Employee?

    By ldr, October 18, 2018   

    • key
    • hce
    • (and 1 more)

      Tagged with:

      • key
      • hce
      • trusts
    • 2 replies
    • 931 views
    • 
    • ldr
    • October 18, 2018

32. In Plan Roth Conversion

    By CLE401kGuy, May 20, 2014
    • 1 reply
    • 931 views
    • 
    • Guest
    • May 20, 2014

33. Lay offs

    By Dazednconfused, January 7, 2010
    • 0 replies
    • 931 views
    • 
    • Dazednconfused
    • January 7, 2010

34. Spouse as Beneficiary

    By Nassau, June 1, 2011
    • 1 reply
    • 931 views
    • 
    • austin3515
    • June 1, 2011

35. Made up social security numbers

    By Jim Chad, September 14, 2012
    • 2 replies
    • 931 views
    • 
    • Jim Chad
    • September 14, 2012

36. Affiliated Service Group

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

37. Employer securities as matching contributions in safe harbor plan

    By Guest W Waldan Lloyd, April 14, 2011
    • 1 reply
    • 931 views
    • 
    • Guest
    • April 15, 2011

38. Excess Deferral to Solo 401k Promptly Corrected. Tax Implications?

    By J295, March 15, 2021
    • 3 replies
    • 931 views
    • 
    • TPApril
    • March 17, 2021

39. Top Heavy Plans that are Safe Harbor Plan

    By Guest Michele Ciz, October 26, 2010
    • 1 reply
    • 931 views
    • 
    • Tom Poje
    • October 26, 2010

40. Workday HR software set-up for DC plan - options for 415 limit

    By bito'money, September 22, 2021
    • 2 replies
    • 931 views
    • 
    • bito'money
    • September 22, 2021

41. Does vesting credit at separated firm count?

    By Jim Chad, March 23, 2011
    • 2 replies
    • 931 views
    • 
    • Jim Chad
    • March 25, 2011

42. LTPT entry date

    By legort69, September 22, 2023
    • 4 replies
    • 931 views
    • 
    • LANDO
    • September 26, 2023

43. Administrative Fees

    By Nassau, October 6, 2010
    • 1 reply
    • 931 views
    • 
    • GMK
    • October 6, 2010

44. HCE Determination with a Stock Deal

    By justatester, August 6, 2009
    • 0 replies
    • 931 views
    • 
    • justatester
    • August 6, 2009

45. Participant Loan / VCP Filing

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

46. Converstion of 401k to IRA

    By Guest giri, September 14, 2008
    • 3 replies
    • 930 views
    • 
    • ERISAnut
    • September 15, 2008

47. Reference Book? IRC?

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

48. Asset Chagre By plan size

    By Guest jhilliard, June 11, 2003
    • 0 replies
    • 930 views
    • 
    • Guest
    • June 11, 2003

49. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 0 replies
    • 930 views
    • 
    • Gary Lesser
    • October 20, 2008

50. Employer behind depositing deferrals

    By RayJJohnsonJr, October 27, 2010
    • 2 replies
    • 930 views
    • 
    • Belgarath
    • October 27, 2010