401(k) Plans

19,319 topics in this forum

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

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

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

   By M Norton, February 26, 2020
   • 5 replies
   • 2.2k views
   • 
   • justanotheradmin
   • February 27, 2020

3. SH 401k & Coverage

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

4. SH 401K for employees under a CBA

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

5. SH amount owed

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

6. SH and Dual Eligibilty for Dummies

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

7. SH Available for Hardshipd after 59.5?

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

8. SH Cnt & Otherwise Excludable Employees

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

9. SH contributions with multiple plans

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

10. SH excess contribution financial statements question

    By JQZ2028, September 8, 2021   

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

11. SH Final Regs

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

12. SH implemented at mid year

    By Jakyasar, April 27, 2020
    • 5 replies
    • 1.6k views
    • 
    • Dan
    • June 12, 2020

13. sh initial eligibility

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

14. 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

15. SH Match - Calling Tom Poje

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

16. SH Match - Company Sold

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

17. SH match basic

    By Guest Peggy806, October 23, 2009
    • 9 replies
    • 1.8k views
    • 
    • GMK
    • October 26, 2009

18. SH match not deposited for 2020

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

19. SH Match not made for HCEs only

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

20. SH Match Plan failing 414(s)

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

21. SH Match plan failing 414(s)

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

22. SH Match Question

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

23. SH Match Question

    By buckaroo, August 14, 2014
    • 8 replies
    • 2.3k views
    • 
    • MWeddell
    • August 15, 2014

24. SH Match Termination

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

25. SH Match True-Up

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

26. SH Match true-up required for owner?

    By Puffinator, December 2, 2017   

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

27. SH match when none paid

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

28. SH Match, Top Heavy, Integrated PS

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

29. SH Match... Top Heavy

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

30. SH Match....TH pass

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

31. SH NE given in Hardship Distribution

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

32. SH NEC contributions to PS plan

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

33. 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

34. SH Nonelective - First Plan Year

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

35. SH nonelective maybe

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

36. SH Notice Delivery

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

37. SH Plan - Employer Closing Doors

    By austin3515, July 27, 2011
    • 2 replies
    • 1k views
    • 
    • austin3515
    • July 27, 2011

38. SH plan - first year

    By Guest c2ddave, February 22, 2005
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • February 24, 2005

39. SH plan - late notice

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

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

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

41. 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
    • 1.8k views
    • 
    • Tom Poje
    • May 6, 2016

42. SH Plan Eligibility- Excluding EEs in Controlled Group

    By kshawbenefits, March 7, 2019
    • 9 replies
    • 1.7k views
    • 
    • Kevin C
    • March 8, 2019

43. SH Plan Mid Year Amendments

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

44. SH Plan Termination

    By justatester, September 2, 2021
    • 5 replies
    • 1.2k views
    • 
    • CuseFan
    • September 2, 2021

45. SH Plan with discretionary match

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

46. SH QNEC and additoinal NEC

    By justatester, September 29, 2009
    • 9 replies
    • 2k views
    • 
    • Tom Poje
    • October 1, 2009

47. SH Regs

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

48. SH starts mid year, what comp?

    By BG5150, September 10, 2019
    • 11 replies
    • 2.5k views
    • 
    • BG5150
    • September 12, 2019

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

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

50. SH that Excludes HCE's and Discretionary Match

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