401(k) Plans

19,275 topics in this forum

1. Suspend Auto-Increase for Deferrals

   By Guest AEA, February 12, 2009
   • 0 replies
   • 924 views
   • 
   • Guest
   • February 12, 2009

2. Company Subsidiary to Start Plan or Adopt Current One

   By KevinMc, May 15
   • 7 replies
   • 924 views
   • 
   • QDROphile
   • May 24

3. Vesting

   By CLE401kGuy, October 17, 2011
   • 1 reply
   • 924 views
   • 
   • Guest
   • October 26, 2011

4. Mutual Fund Software

   By Guest tintree73, May 20, 2003
   • 2 replies
   • 924 views
   • 
   • Guest
   • May 21, 2003

5. Voluntary After-Tax Employee Contributions

   By emmetttrudy, August 5, 2020
   • 5 replies
   • 924 views
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   • Bill Presson
   • August 6, 2020

6. Long-term, Part-time for plan that excludes PT

   By Tom, March 24
   • 4 replies
   • 924 views
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   • Peter Gulia
   • March 25

7. Changing Participant's Account to a Trust

   By Guest andmik, June 2, 2009
   • 1 reply
   • 924 views
   • 
   • QDROphile
   • June 2, 2009

8. Testing in Non Profit 401(k) Plan

   By Guest Jay345, January 30, 2013
   • 2 replies
   • 924 views
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   • Guest
   • January 30, 2013

9. Mid-year amendment to SH 401k

   By dmb, March 22, 2010
   • 0 replies
   • 924 views
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   • dmb
   • March 22, 2010

10. Late contributions paid into new plan

    By Guest djkirby, August 3, 2011
    • 1 reply
    • 923 views
    • 
    • ETA Consulting LLC
    • August 4, 2011

11. Limitation of regular contributions to 401(k) plan

    By Guest casey5, December 7, 2014   

    • 401(k) plan
    • 1 reply
    • 923 views
    • 
    • QDROphile
    • December 7, 2014

12. Relius Documents Highlights

    By rcline46, February 23, 2011
    • 0 replies
    • 923 views
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    • rcline46
    • February 23, 2011

13. Safe Harbor

    By Guest donl, February 24, 2012
    • 2 replies
    • 923 views
    • 
    • MWeddell
    • March 1, 2012

14. Leveraged Stock transfer to new plan

    By Guest andmik, February 20, 2003
    • 0 replies
    • 923 views
    • 
    • Guest
    • February 20, 2003

15. Eligibility Question - Consecutive Months of Service and YOS

    By Rayofsunshine, January 25, 2024
    • 3 replies
    • 923 views
    • 
    • Rayofsunshine
    • January 25, 2024

16. First pay-DATE after Plan Entry

    By austin3515, October 1, 2016
    • 2 replies
    • 923 views
    • 
    • austin3515
    • October 2, 2016

17. Controlled Group and ADP/ACP Testing

    By msmith, March 19, 2009
    • 1 reply
    • 923 views
    • 
    • austin3515
    • March 22, 2009

18. Another LTPT Question - (sorry)

    By Gilmore, October 17, 2023
    • 5 replies
    • 922 views
    • 
    • LANDO
    • October 19, 2023

19. Plan Loan Repayment Terms

    By Guest a206536, August 26, 2016
    • 3 replies
    • 922 views
    • 
    • GMK
    • August 26, 2016

20. form 5500 - participant count

    By Chippy, June 28, 2021
    • 2 replies
    • 922 views
    • 
    • Mike Preston
    • June 29, 2021

21. Controlled Group & ASG

    By mromney, November 26, 2019
    • 1 reply
    • 922 views
    • 
    • Luke Bailey
    • November 27, 2019

22. Roth 401K

    By pgold, December 13, 2012
    • 2 replies
    • 922 views
    • 
    • GMK
    • December 13, 2012

23. Changing SH from basic match to 3% non-elective effective 1/1/2025

    By Jakyasar, November 25, 2024
    • 3 replies
    • 922 views
    • 
    • Belgarath
    • December 2, 2024

24. 415 and Failed ADP

    By austin3515, March 4, 2011
    • 2 replies
    • 922 views
    • 
    • PensionPro
    • March 5, 2011

25. Grandfathered CODA

    By justatester, March 10, 2023
    • 7 replies
    • 921 views
    • 
    • Paul I
    • March 15, 2023

26. contributing stock to 401(k)

    By R. Butler, August 29, 2018
    • 5 replies
    • 921 views
    • 
    • mming
    • August 30, 2018

27. Small Real Estate firm to start 401-k

    By KevinMc, November 10, 2020
    • 5 replies
    • 921 views
    • 
    • Luke Bailey
    • November 17, 2020

28. Vesting question - elapsed time

    By Tom, October 17, 2024
    • 4 replies
    • 921 views
    • 
    • Tom
    • October 18, 2024

29. Average Benefits Test

    By justatester, November 21, 2011
    • 1 reply
    • 921 views
    • 
    • Tom Poje
    • November 21, 2011

30. 2024 safe harbor notices

    By Belgarath, October 25, 2023
    • 6 replies
    • 921 views
    • 
    • Bird
    • November 2, 2023

31. Deferrals Exceeding 402(g) Limit

    By Lucky32, June 20, 2023
    • 4 replies
    • 921 views
    • 
    • Lucky32
    • June 21, 2023

32. Military Leave

    By Nassau, December 1, 2011
    • 0 replies
    • 921 views
    • 
    • Nassau
    • December 1, 2011

33. Onwers wanting 2 different plans

    By coleboy, August 25, 2015
    • 4 replies
    • 921 views
    • 
    • Belgarath
    • August 25, 2015

34. No compensation and 401(a)(4)

    By 30Rock, March 10, 2015
    • 1 reply
    • 921 views
    • 
    • Lou S.
    • March 10, 2015

35. Calculating 415 Limit for SP with QRP allocations + 401k

    By VeryOldMan, September 26, 2021
    • 9 replies
    • 921 views
    • 
    • VeryOldMan
    • September 29, 2021

36. Roth 401k Withdrawal

    By Safeharbor29, July 8, 2015
    • 3 replies
    • 921 views
    • 
    • mbozek
    • July 9, 2015

37. Tax Reporting a Rollover

    By KTB, June 21, 2010
    • 2 replies
    • 920 views
    • 
    • KTB
    • June 22, 2010

38. But I forgot...

    By SoCalActuary, February 4, 2010
    • 2 replies
    • 920 views
    • 
    • Tom Poje
    • February 4, 2010

39. recently terminated need to move money to safe plan

    By Guest mdwsgrc, September 23, 2013
    • 2 replies
    • 920 views
    • 
    • ESOP Guy
    • September 24, 2013

40. Coverage / Qtrly Discretionary Match

    By austin3515, February 23, 2017
    • 9 replies
    • 920 views
    • 
    • RatherBeGolfing
    • February 24, 2017

41. Bankruptcy and new deferral

    By blue, February 9, 2007
    • 0 replies
    • 920 views
    • 
    • blue
    • February 9, 2007

42. new plan safe harbor match comp when plan eff 1/1, 401k eff 7/1

    By TPApril, February 3, 2020
    • 3 replies
    • 920 views
    • 
    • AndyH
    • February 4, 2020

43. Excise tax with one to one correction

    By Young Curmudgeon, September 7, 2010
    • 0 replies
    • 920 views
    • 
    • Young Curmudgeon
    • September 7, 2010

44. Multiple ER plan no longer multiple ER plan

    By BG5150, April 20, 2010
    • 0 replies
    • 920 views
    • 
    • BG5150
    • April 20, 2010

45. Failed ADP

    By thepensionmaven, October 10, 2017
    • 4 replies
    • 920 views
    • 
    • thepensionmaven
    • October 11, 2017

46. two beneficiary forms for one participant

    By Pixie, November 4, 2015
    • 6 replies
    • 919 views
    • 
    • Bird
    • November 5, 2015

47. Sell of Division

    By Guest TAR, August 22, 2003
    • 0 replies
    • 919 views
    • 
    • Guest
    • August 22, 2003

48. Request to stop loan paymemts

    By jmartin, February 6, 2017
    • 6 replies
    • 919 views
    • 
    • ESOP Guy
    • February 6, 2017

49. Varying levels of match based on classification groups?

    By TPAnnie, October 17, 2014
    • 1 reply
    • 919 views
    • 
    • Lou S.
    • October 17, 2014

50. Violation of successor plan rule

    By Belgarath, October 24, 2023
    • 2 replies
    • 919 views
    • 
    • Luke Bailey
    • October 24, 2023