401(k) Plans

19,275 topics in this forum

1. SH plan - first year

   By Guest c2ddave, February 22, 2005
   • 4 replies
   • 1.7k views
   • 
   • david rigby
   • February 24, 2005

2. SH plan - late notice

   By M Norton, December 2, 2009
   • 15 replies
   • 2.3k views
   • 
   • Tom Poje
   • December 3, 2009

3. SH Plan -- Mid-Year Amendment to Compensation Definition

   By davef, February 11, 2010
   • 3 replies
   • 1.9k views
   • 
   • austin3515
   • February 12, 2010

4. SH Plan Design using both Non-Elective & Match

   By RAPD, May 5, 2016   

   • 401k
   • Safe Harbor
   • (and 1 more)

     Tagged with:

     • 401k
     • Safe Harbor
     • Plan Design
   • 11 replies
   • 1.7k views
   • 
   • Tom Poje
   • May 6, 2016

5. SH Plan Eligibility- Excluding EEs in Controlled Group

   By kshawbenefits, March 7, 2019
   • 9 replies
   • 1.6k views
   • 
   • Kevin C
   • March 8, 2019

6. SH Plan Mid Year Amendments

   By AJ North, February 3, 2012
   • 1 reply
   • 1.1k views
   • 
   • Kevin C
   • February 7, 2012

7. SH Plan Termination

   By justatester, September 2, 2021
   • 5 replies
   • 1.1k views
   • 
   • CuseFan
   • September 2, 2021

8. SH Plan with discretionary match

   By QNPG, February 21, 2014
   • 7 replies
   • 2.1k views
   • 
   • MWeddell
   • March 31, 2014

9. SH QNEC and additoinal NEC

   By justatester, September 29, 2009
   • 9 replies
   • 1.9k views
   • 
   • Tom Poje
   • October 1, 2009

10. SH Regs

    By K-t-F, June 20, 2006
    • 2 replies
    • 1.2k views
    • 
    • K-t-F
    • June 20, 2006

11. SH starts mid year, what comp?

    By BG5150, September 10, 2019
    • 11 replies
    • 2.4k views
    • 
    • BG5150
    • September 12, 2019

12. SH Status Post-Sale if All Es Hired by Buyer

    By Plan Doc, June 23, 2023
    • 4 replies
    • 469 views
    • 
    • Plan Doc
    • June 28, 2023

13. SH that Excludes HCE's and Discretionary Match

    By austin3515, May 23, 2011
    • 15 replies
    • 2.9k views
    • 
    • Tom Poje
    • May 24, 2011

14. SH to Simple

    By Bob Demontigny, March 13, 2024
    • 2 replies
    • 436 views
    • 
    • CuseFan
    • March 14, 2024

15. SH top heavy pass

    By pmacduff, August 29, 2019
    • 1 reply
    • 526 views
    • 
    • Below Ground
    • September 3, 2019

16. SH Triple Stack Match

    By Guest Jstriley, February 8, 2011
    • 4 replies
    • 4.1k views
    • 
    • Tom Poje
    • February 9, 2011

17. SH401k w bifurcated elig

    By cheersmate, July 7, 2015   

    • Safe Harbor
    • Gateway
    • (and 2 more)

      Tagged with:

      • Safe Harbor
      • Gateway
      • Top Heavy
      • bifurcated eligibility
    • 5 replies
    • 2.5k views
    • 
    • SoCalActuary
    • July 22, 2015

18. Share Holder Insurance Premiums

    By coleboy, February 22, 2019
    • 3 replies
    • 643 views
    • 
    • coleboy
    • February 25, 2019

19. Share Price in Statement Different

    By Guest JetService, February 2, 2006
    • 5 replies
    • 3.9k views
    • 
    • RCK
    • February 4, 2006

20. Shared 401(a) Trust

    By Guest Navigator, January 28, 2008
    • 0 replies
    • 902 views
    • 
    • Guest
    • January 28, 2008

21. Shared Employees

    By Brian Anderson, April 20, 2021
    • 4 replies
    • 940 views
    • 
    • Brian Anderson
    • April 22, 2021

22. Shared Employees

    By Guest Tara Curran, June 8, 2001
    • 3 replies
    • 1.9k views
    • 
    • Moe Howard
    • June 13, 2001

23. Shareholder liability 401k (employer match)

    By Guest koo, October 5, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 5, 2009

24. Shark Attack

    By joel, December 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • joel
    • December 23, 2004

25. Shephard Smith report

    By MSN, May 5, 2009
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 6, 2009

26. Shifting - No Match in Prior Year

    By KateSmithPA, February 28, 2008
    • 7 replies
    • 1.9k views
    • 
    • Tom Poje
    • March 3, 2008

27. Shifting - Prior year testing

    By rcline46, February 19, 2009
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • February 20, 2009

28. shifting adp deferrals to dilute my acp

    By Bri, January 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 7, 2002

29. shifting and catch up contributions

    By Tom Poje, March 1, 2004
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • March 1, 2004

30. Shifting deferrals to the ACP / 2 different plans

    By fiona1, March 14, 2007
    • 7 replies
    • 1.9k views
    • 
    • fiona1
    • March 19, 2007

31. Shifting Elective Deferrals

    By austin3515, December 11, 2009
    • 7 replies
    • 3.3k views
    • 
    • MWeddell
    • December 15, 2009

32. Shifting elective deferrals to the ACP test

    By jaemmons, August 21, 2003
    • 2 replies
    • 1.4k views
    • 
    • jaemmons
    • August 21, 2003

33. Shifting if ADP Fails

    By austin3515, October 1, 2012
    • 7 replies
    • 3.1k views
    • 
    • Tom Poje
    • October 2, 2012

34. Shifting QMACs of HCEs to ADP

    By Jeff Kirtner, June 10, 2003
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • June 12, 2003

35. Shifting Question - 403b for HCEs and 401k for NHCEs

    By austin3515, February 27, 2023
    • 13 replies
    • 1.3k views
    • 
    • austin3515
    • March 2, 2023

36. SHMAC over 100%

    By Jim Chad, September 9, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 9, 2010

37. SHNE - Eligible Participants

    By Guest saotampa, February 5, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 5, 2008

38. SHNE failed ACP Test

    By pixmax, January 30, 2009
    • 2 replies
    • 1.6k views
    • 
    • Jim Chad
    • January 31, 2009

39. SHNE plus non-vested PS

    By ombskid, April 23, 2020
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 23, 2020

40. SHNE suspend and then reinstate in same plan year

    By DJL, August 13, 2020
    • 3 replies
    • 1.1k views
    • 
    • DJL
    • August 27, 2020

41. SHNE to SHM

    By thepensionmaven, December 1, 2020
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • December 3, 2020

42. SHNEC and Additional ER Contribution

    By justatester, April 22, 2020
    • 4 replies
    • 2.1k views
    • 
    • Kevin C
    • April 23, 2020

43. SHNEC and Compensation

    By coleboy, January 17, 2018
    • 1 reply
    • 2k views
    • 
    • Mr Bagwell
    • January 17, 2018

44. SHNEC Contribution and ACP testing

    By justatester, February 7, 2023
    • 6 replies
    • 989 views
    • 
    • Nate S
    • February 10, 2023

45. SHNEC deposit for 2017 plan year not made until now

    By MarZDoates, November 13, 2018
    • 5 replies
    • 737 views
    • 
    • MarZDoates
    • November 14, 2018

46. SHNEC not contributed for Partners

    By Spencer, September 22, 2011
    • 7 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • October 11, 2011

47. SHNEC plus Enhanced Match

    By Guest KevinP, November 21, 2002
    • 15 replies
    • 2.4k views
    • 
    • Tom Poje
    • November 21, 2002

48. SHNEC, Top Heavy and Otherwise Excludable EE's

    By LMD1, February 2, 2019
    • 6 replies
    • 1.8k views
    • 
    • QP_Guy
    • February 6, 2019

49. SHNEC/New Comp - ppt eligibility for PS - include them in New Comp calc or not???

    By bethp38, March 7, 2024
    • 4 replies
    • 488 views
    • 
    • CuseFan
    • March 11, 2024

50. Shopping for a new 401(k) program

    By Guest JSinbad, October 30, 1998
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • November 9, 1998