401(k) Plans

19,275 topics in this forum

1. Short Plan Year?

   By PFranckowiak, February 27, 2017
   • 2 replies
   • 627 views
   • 
   • Lou S.
   • February 27, 2017

2. Short Question

   By Dougsbpc, September 13, 2019
   • 4 replies
   • 830 views
   • 
   • Bri
   • September 17, 2019

3. Short Serviced Employee

   By Dennis Povloski, March 22, 2011
   • 5 replies
   • 1.5k views
   • 
   • Dennis Povloski
   • March 23, 2011

4. Short sponsor year and full plan year

   By Jakyasar, March 8, 2024
   • 8 replies
   • 1.1k views
   • 
   • Paul I
   • March 12, 2024

5. Short year 401k Plan

   By DP, December 12, 2001
   • 5 replies
   • 3.6k views
   • 
   • Guest
   • April 9, 2002

6. Short-term amendment ... possible?

   By Guest AEA, August 8, 2005
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • August 8, 2005

7. Short-Term Disability Programs

   By Guest margok, December 29, 2005
   • 1 reply
   • 1.4k views
   • 
   • GBurns
   • December 30, 2005

8. Short-term HCE to Sway ADP Test

   By austin3515, December 28, 2016
   • 9 replies
   • 1.3k views
   • 
   • Belgarath
   • January 6, 2017

9. Should a charity's retirement plan be a 403(b) or a 401(k)?

   By Peter Gulia, January 24, 2017   

   • 401(k); 403(b); charitable
   • 18 replies
   • 1.7k views
   • 
   • Belgarath
   • February 14, 2017

10. Should a CODA plan be designed(or amended) to comply with the Safe Har

    By Guest Alex Calin, July 5, 1999
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • April 15, 2001

11. Should a plan allow participants to self-certify other claims?

    By Peter Gulia, August 7, 2023
    • 4 replies
    • 699 views
    • 
    • Peter Gulia
    • August 8, 2023

12. Should a plan provide a domestic-abuse distribution?

    By Peter Gulia, December 6, 2023
    • 9 replies
    • 2k views
    • 
    • Peter Gulia
    • December 7, 2023

13. Should a plan’s administrator require a document to prove a birth or adoption?

    By Peter Gulia, January 31, 2020   

    • secure act
    • 12 replies
    • 2.7k views
    • 
    • Peter Gulia
    • February 4, 2020

14. Should a profit sharing plan (effective 1/1/98) being submitted to the

    By Guest Cal, December 2, 1999
    • 2 replies
    • 1.4k views
    • 
    • Alf
    • December 11, 1999

15. Should a sponsor obtain a board resolution for its profit sharing contribution?

    By austin3515, September 25, 2003
    • 1 reply
    • 2.1k views
    • 
    • QDROphile
    • September 25, 2003

16. Should a terminated participant terminated before changing vesting sch

    By Guest Rob Morgan, June 22, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 23, 1999

17. Should all One Part. Sole Proprietor Plans be 401(k)?

    By Alf, July 22, 2005
    • 5 replies
    • 2.5k views
    • 
    • Appleby
    • July 22, 2005

18. Should an owner still participate once they have collected S.S.?

    By Lori H, January 24, 2017
    • 3 replies
    • 867 views
    • 
    • Lori H
    • January 25, 2017

19. Should disabled but working employee enroll in the 401k?

    By CFP, June 7, 2024
    • 4 replies
    • 2.5k views
    • 
    • FPGuy
    • June 11, 2024

20. Should have been a multiple employer plan

    By gc@chimentowebb.com, February 21, 2023
    • 1 reply
    • 580 views
    • 
    • Paul I
    • February 28, 2023

21. Should I apply for a Determination Letter

    By fiona1, December 8, 2011
    • 1 reply
    • 862 views
    • 
    • ETA Consulting LLC
    • December 8, 2011

22. Should I cash out a small 401K?

    By Guest mcdonam, July 17, 2007
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 20, 2007

23. Should I contribute

    By Guest Mike Schwing, November 20, 2003
    • 2 replies
    • 1.4k views
    • 
    • ccassetty
    • November 20, 2003

24. Should I file a Sched H or 5500-SF? - Count of BOY participants

    By Bruddah Kimo, March 23, 2016
    • 7 replies
    • 809 views
    • 
    • My 2 cents
    • March 24, 2016

25. Should I take a loan from my roth 401K plan and invest it?

    By wcrile, July 6, 2016
    • 10 replies
    • 4.4k views
    • 
    • Bill Presson
    • July 11, 2016

26. Should I terminate my 401k.

    By Guest Joe P, August 6, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 6, 1999

27. Should illigal aliens be excluded from ADP/ACP testing?

    By Guest GRobert, August 19, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 19, 2005

28. Should QNECs be included in total ER contrib for Max Deduct.?

    By Guest Puff, March 5, 2014   

    • QNEC Maximum Deductibility
    • 1 reply
    • 808 views
    • 
    • Lou S.
    • March 5, 2014

29. Should the employer set up separate accounts for safe harbor contributions?

    By katieinny, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • March 23, 2004

30. Should we apply for a determination letter on termination of year-old

    By Guest Lisa Flagg, October 26, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 26, 2000

31. Shout out to my TPA Peeps on 1099-Rs

    By austin3515, February 13, 2024
    • 5 replies
    • 596 views
    • 
    • austin3515
    • February 13, 2024

32. Shutting down a Solo 401k - 5500-EZ question

    By Jolly G, November 11, 2021
    • 13 replies
    • 3.2k views
    • 
    • Francis
    • November 20, 2021

33. Sign-on bonuses

    By austin3515, November 6, 2015
    • 13 replies
    • 3.3k views
    • 
    • austin3515
    • February 7

34. signature date for safe harbor

    By Guest tas1, November 27, 2007
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 28, 2007

35. Signature dates for amendments

    By Guest AdminFL, June 26, 2002
    • 4 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 26, 2002

36. Signature of Plan document

    By Gary, April 27, 2010
    • 4 replies
    • 1.5k views
    • 
    • Gary
    • April 28, 2010

37. Signing 5500 on behalf of clients

    By austin3515, July 21, 2010
    • 4 replies
    • 2.9k views
    • 
    • austin3515
    • July 23, 2010

38. Signing Bonus

    By DTH, July 26, 2005
    • 1 reply
    • 1.4k views
    • 
    • austin3515
    • July 26, 2005

39. Signing Bonus / 401k

    By austin3515, October 2, 2015
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • October 2, 2015

40. Signing Bonus / Section 415 Compensation

    By Gruegen, July 7, 2008
    • 3 replies
    • 4.4k views
    • 
    • Guest
    • July 9, 2008

41. Signing Form 5500

    By metsfan026, October 8, 2024
    • 3 replies
    • 559 views
    • 
    • Basically
    • October 9, 2024

42. Signing Form 5500 - just curious!

    By Brenda Wren, August 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 9, 2007

43. Silly Question

    By Randy Watson, June 15, 2005
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • June 27, 2005

44. Silver Boullions in a 401(k) Plan?

    By Guest notapensiongeek, April 21, 2006
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • April 26, 2006

45. Simp 401(k) plan wanting new comp feature

    By pbarrett, August 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • pbarrett
    • August 30, 1999

46. Simple & 401(k) in same Plan Year?

    By CJS07, February 29, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 29, 2012

47. Simple & 4K limits

    By mschwechter, January 12, 2006
    • 1 reply
    • 1.1k views
    • 
    • saabraa
    • January 12, 2006

48. Simple 401(k)

    By stevena, July 27, 2004
    • 1 reply
    • 999 views
    • 
    • FundeK
    • July 27, 2004

49. SIMPLE 401(k)

    By Randy Watson, October 14, 2005
    • 0 replies
    • 1.4k views
    • 
    • Randy Watson
    • October 14, 2005

50. Simple 401(k) and 401(k) Plans

    By Jilliandiz, February 18, 2004
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • February 18, 2004