401(k) Plans

19,319 topics in this forum

1. SH to Simple

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

2. SH top heavy pass

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

3. SH Triple Stack Match

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

4. 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

5. Share Holder Insurance Premiums

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

6. Share Price in Statement Different

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

7. Shared 401(a) Trust

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

8. Shared Employees

   By Brian Anderson, April 20, 2021
   • 4 replies
   • 1k views
   • 
   • Brian Anderson
   • April 22, 2021

9. Shared Employees

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

10. Shareholder liability 401k (employer match)

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

11. Shark Attack

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

12. Shephard Smith report

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

13. Shifting - No Match in Prior Year

    By KateSmithPA, February 28, 2008
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • March 3, 2008

14. Shifting - Prior year testing

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

15. shifting adp deferrals to dilute my acp

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

16. shifting and catch up contributions

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

17. Shifting deferrals to the ACP / 2 different plans

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

18. Shifting Elective Deferrals

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

19. Shifting elective deferrals to the ACP test

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

20. Shifting if ADP Fails

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

21. Shifting QMACs of HCEs to ADP

    By Jeff Kirtner, June 10, 2003
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • June 12, 2003

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

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

23. SHMAC over 100%

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

24. SHNE - Eligible Participants

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

25. SHNE failed ACP Test

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

26. SHNE plus non-vested PS

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

27. SHNE suspend and then reinstate in same plan year

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

28. SHNE to SHM

    By thepensionmaven, December 1, 2020
    • 4 replies
    • 1.9k views
    • 
    • Bird
    • December 3, 2020

29. SHNEC and Additional ER Contribution

    By justatester, April 22, 2020
    • 4 replies
    • 2.3k views
    • 
    • Kevin C
    • April 23, 2020

30. SHNEC and Compensation

    By coleboy, January 17, 2018
    • 1 reply
    • 2.1k views
    • 
    • Mr Bagwell
    • January 17, 2018

31. SHNEC Contribution and ACP testing

    By justatester, February 7, 2023
    • 6 replies
    • 1k views
    • 
    • Nate S
    • February 10, 2023

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

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

33. SHNEC not contributed for Partners

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

34. SHNEC plus Enhanced Match

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

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

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

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

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

37. Shopping for a new 401(k) program

    By Guest JSinbad, October 30, 1998
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • November 9, 1998

38. Short first plan year?

    By jaemmons, April 7, 2004
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 7, 2004

39. Short First Year Safe Harbor, pro-rate compensation limit?

    By Guest PensionPrincess, November 8, 2010
    • 1 reply
    • 980 views
    • 
    • Lou S.
    • November 8, 2010

40. Short first year; in determining maximum compensation for the match calculation, how many months do I prorate the $200K limit? 1 or 2?

    By alexa, December 6, 2003
    • 7 replies
    • 1.8k views
    • 
    • g8r
    • December 12, 2003

41. Short Initial Plan Year

    By Lori Foresz, August 30, 2004
    • 2 replies
    • 1.8k views
    • 
    • rlb64
    • September 1, 2004

42. Short initial plan-year; is 404 deduction limit based on full-year com

    By BTH, December 8, 2000
    • 0 replies
    • 1.5k views
    • 
    • BTH
    • December 8, 2000

43. Short initial year limitations

    By Flyboyjohn, March 14, 2013
    • 5 replies
    • 5.5k views
    • 
    • Flyboyjohn
    • March 15, 2013

44. short limitation year - 415 proration

    By Guest JTK, October 20, 2006
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 20, 2006

45. Short Plan Yar Help

    By imchipbrown, February 23, 2006
    • 0 replies
    • 1.4k views
    • 
    • imchipbrown
    • February 23, 2006

46. Short Plan Year

    By cdavis25, February 5, 2013
    • 1 reply
    • 806 views
    • 
    • rcline46
    • February 5, 2013

47. Short Plan Year

    By jkdoll2, January 15, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 21, 2009

48. Short Plan Year

    By Guest ANNEBV, August 31, 2000
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 1, 2000

49. Short Plan Year

    By Guest JBarn, September 15, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 16, 1999

50. Short Plan year

    By Guest mol, September 7, 2004
    • 3 replies
    • 1.2k views
    • 
    • jquazza
    • September 9, 2004