401(k) Plans

19,275 topics in this forum

1. Severance pay and SH NEC

   By Cynchbeast, August 30, 2019
   • 1 reply
   • 633 views
   • 
   • Luke Bailey
   • September 3, 2019

2. Severance pay eligible for deferral?

   By Guest Fred Reilly, March 20, 2000
   • 1 reply
   • 2.4k views
   • 
   • KJohnson
   • March 20, 2000

3. Severance pay included in 3% NEC safe harbor compensation?

   By Guest tlewis, March 31, 2005
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • March 31, 2005

4. Severance pay used in testing

   By Guest Peggy806, June 16, 2010
   • 2 replies
   • 1.6k views
   • 
   • BG5150
   • June 18, 2010

5. severance payment paid prior to termination of employment

   By Guest rlt4, August 19, 2009
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • August 20, 2009

6. Severance payments

   By Guest tonjer, June 12, 2002
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • June 12, 2002

7. Severance--12 months of no 401k deferrals

   By Oh so SIMPLE, September 17, 2012
   • 2 replies
   • 1.2k views
   • 
   • Lou S.
   • September 18, 2012

8. Severence Pay

   By Brian Gallagher, July 10, 2003
   • 2 replies
   • 1.7k views
   • 
   • Harwood
   • July 10, 2003

9. Severence Pay

   By Guest Taxman, July 10, 2003
   • 3 replies
   • 1.6k views
   • 
   • Harwood
   • July 11, 2003

10. SH 3% non-elective with matching

    By Richard Anderson, November 19, 2010
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • November 22, 2010

11. SH 401(k) / ESOP Permissive Aggregation

    By austin3515, January 3, 2014
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • January 3, 2014

12. SH 401(k) excluding new control group employees

    By M Norton, November 14, 2012
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • November 15, 2012

13. SH 401(k) Plan in an ASG

    By Blinky the 3-eyed Fish, June 11, 2008
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • June 11, 2008

14. SH 401(k) Plan where deductions have not been submitted

    By Theresa, March 28, 2019
    • 3 replies
    • 424 views
    • 
    • 401king
    • March 29, 2019

15. SH 401(k) switch between SH NEC and SH Match

    By M Norton, February 26, 2020
    • 5 replies
    • 2.1k views
    • 
    • justanotheradmin
    • February 27, 2020

16. SH 401k & Coverage

    By Guest Pete Joachim, May 11, 2011
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • May 11, 2011

17. SH 401K for employees under a CBA

    By RatherBeGolfing, September 30, 2021
    • 9 replies
    • 938 views
    • 
    • Luke Bailey
    • October 5, 2021

18. SH amount owed

    By Becky Schwing, September 26, 2019
    • 7 replies
    • 1.3k views
    • 
    • Larry Starr
    • September 27, 2019

19. SH and Dual Eligibilty for Dummies

    By Guest bariww, June 11, 2008
    • 4 replies
    • 3.1k views
    • 
    • pmacduff
    • June 12, 2008

20. SH Available for Hardshipd after 59.5?

    By austin3515, February 13, 2012
    • 5 replies
    • 1.4k views
    • 
    • Lou S.
    • February 14, 2012

21. SH Cnt & Otherwise Excludable Employees

    By Guest LoloV, January 25, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 25, 2005

22. SH contributions with multiple plans

    By Cynchbeast, July 15, 2021
    • 0 replies
    • 528 views
    • 
    • Cynchbeast
    • July 15, 2021

23. SH excess contribution financial statements question

    By JQZ2028, September 8, 2021   

    • excess contribution
    • audited financial statements
    • 1 reply
    • 479 views
    • 
    • Bird
    • September 9, 2021

24. SH Final Regs

    By Guest RJF, February 27, 2006
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 1, 2006

25. SH implemented at mid year

    By Jakyasar, April 27, 2020
    • 5 replies
    • 1.5k views
    • 
    • Dan
    • June 12, 2020

26. sh initial eligibility

    By abanky, August 25, 2010
    • 3 replies
    • 912 views
    • 
    • rcline46
    • August 25, 2010

27. SH Match - calling all, especially Tom Poje

    By Blinky the 3-eyed Fish, December 2, 2008
    • 13 replies
    • 2.7k views
    • 
    • K2retire
    • December 25, 2008

28. SH Match - Calling Tom Poje

    By Blinky the 3-eyed Fish, February 27, 2008
    • 7 replies
    • 2.1k views
    • 
    • austin3515
    • March 9, 2008

29. SH Match - Company Sold

    By Guest saotampa, May 1, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • May 3, 2007

30. SH match basic

    By Guest Peggy806, October 23, 2009
    • 9 replies
    • 1.7k views
    • 
    • GMK
    • October 26, 2009

31. SH match not deposited for 2020

    By M Norton, July 5, 2022
    • 2 replies
    • 594 views
    • 
    • Barry Levy
    • July 6, 2022

32. SH Match not made for HCEs only

    By RTB, May 25, 2017
    • 7 replies
    • 610 views
    • 
    • BG5150
    • May 26, 2017

33. SH Match Plan failing 414(s)

    By BG5150, November 10, 2016
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • November 10, 2016

34. SH Match plan failing 414(s)

    By BG5150, October 22, 2015
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • October 23, 2015

35. SH Match Question

    By smm, May 9, 2007
    • 2 replies
    • 1.1k views
    • 
    • smm
    • May 9, 2007

36. SH Match Question

    By buckaroo, August 14, 2014
    • 8 replies
    • 2.2k views
    • 
    • MWeddell
    • August 15, 2014

37. SH Match Termination

    By 12AX7, July 21, 2010
    • 4 replies
    • 1.3k views
    • 
    • 12AX7
    • July 21, 2010

38. SH Match True-Up

    By khn, May 7, 2015
    • 4 replies
    • 1.3k views
    • 
    • khn
    • May 8, 2015

39. SH Match true-up required for owner?

    By Puffinator, December 2, 2017   

    • sh match
    • hce owner
    • 1 reply
    • 629 views
    • 
    • ETA Consulting LLC
    • December 2, 2017

40. SH match when none paid

    By Cynchbeast, March 30, 2020
    • 9 replies
    • 1.2k views
    • 
    • BG5150
    • April 3, 2020

41. SH Match, Top Heavy, Integrated PS

    By ogilviesann, May 15, 2013
    • 7 replies
    • 1.6k views
    • 
    • BG5150
    • May 17, 2013

42. SH Match... Top Heavy

    By Basically, January 30, 2024
    • 3 replies
    • 657 views
    • 
    • Basically
    • February 1, 2024

43. SH Match....TH pass

    By K-t-F, May 5, 2006
    • 9 replies
    • 2.2k views
    • 
    • Tom Poje
    • May 5, 2006

44. SH NE given in Hardship Distribution

    By Dawn Hafner, July 17, 2002
    • 2 replies
    • 1.5k views
    • 
    • Dawn Hafner
    • July 18, 2002

45. SH NEC contributions to PS plan

    By Cynchbeast, September 8, 2019
    • 5 replies
    • 821 views
    • 
    • imchipbrown
    • September 9, 2019

46. SH Non-elective AND PS written into Document- use part of PS to fund SH?

    By TPAVP, March 1, 2004
    • 6 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2004

47. SH Nonelective - First Plan Year

    By Gilmore, April 29, 2021
    • 6 replies
    • 807 views
    • 
    • Lou S.
    • May 18, 2021

48. SH nonelective maybe

    By Bird, December 18, 2020
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • December 21, 2020

49. SH Notice Delivery

    By austin3515, November 9, 2004
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • November 9, 2004

50. SH Plan - Employer Closing Doors

    By austin3515, July 27, 2011
    • 2 replies
    • 986 views
    • 
    • austin3515
    • July 27, 2011