401(k) Plans

19,275 topics in this forum

1. Timing of 3% Non Elective

   By JROB, March 12
   • 1 reply
   • 874 views
   • 
   • Paul I
   • March 12

2. Client Guidance in Difficult Times

   By katie58, March 18, 2020
   • 7 replies
   • 874 views
   • 
   • jsample
   • March 18, 2020

3. 401k safe harbor nonunion/union

   By MURPHY, January 28
   • 8 replies
   • 874 views
   • 
   • Bri
   • January 30

4. Participant Fee Disclosures

   By austin3515, June 16, 2011
   • 1 reply
   • 874 views
   • 
   • austin3515
   • June 16, 2011

5. Missed Deferral Opportunity?

   By sb0828, February 22, 2023
   • 4 replies
   • 874 views
   • 
   • thepensionmaven
   • February 23, 2023

6. loan fee

   By EBDI, March 5, 2012
   • 1 reply
   • 874 views
   • 
   • ETA Consulting LLC
   • March 6, 2012

7. QNECs and 402(g)

   By HWR, December 4, 2017   

   • qnec figured wrong
   • 0 replies
   • 874 views
   • 
   • HWR
   • December 4, 2017

8. 1099r's for 2006

   By jkdoll2, December 30, 2009
   • 1 reply
   • 874 views
   • 
   • oriecat
   • December 31, 2009

9. Missing Signed PPA Restatements Documents - How to handle?

   By Francis, July 14, 2020   

   • ppa
   • 5 replies
   • 873 views
   • 
   • Francis
   • July 24, 2020

10. Mid-year SEP termination; afterwards open solo 401k

    By jgold0016, July 27, 2020
    • 5 replies
    • 873 views
    • 
    • Mike Preston
    • July 28, 2020

11. NON Quilified DRO

    By Guest BeBunk, October 10, 2008
    • 1 reply
    • 873 views
    • 
    • david rigby
    • October 11, 2008

12. Testing a Safe Harbor 401(k) Plan with a Non-Safe Harbor 401(k) Plan

    By pam@bbm, April 3, 2023
    • 4 replies
    • 873 views
    • 
    • Nate S
    • April 6, 2023

13. Match Formula

    By Logan401, May 4, 2012
    • 1 reply
    • 873 views
    • 
    • ETA Consulting LLC
    • May 4, 2012

14. Involuntary transfers between 2 employer plans?

    By AndrewZ, November 6, 2015
    • 0 replies
    • 872 views
    • 
    • AndrewZ
    • November 6, 2015

15. IRS Tax Assessment Because No Rollover Reported

    By austin3515, September 15, 2018
    • 6 replies
    • 872 views
    • 
    • austin3515
    • September 22, 2018

16. SECURE 2.0 RMD - why age 73?

    By WCC, April 12, 2023
    • 3 replies
    • 872 views
    • 
    • CuseFan
    • April 13, 2023

17. Hiring a 401(k) administrator

    By Guest Ronnie P, June 4, 2014
    • 3 replies
    • 872 views
    • 
    • austin3515
    • June 5, 2014

18. Management group

    By R. Butler, August 13, 2014
    • 2 replies
    • 872 views
    • 
    • Kevin C
    • August 13, 2014

19. Late deferrals - responsibility & who deposits

    By TPApril, June 27, 2014
    • 3 replies
    • 872 views
    • 
    • ESOP Guy
    • June 30, 2014

20. not safe harbor automatic deferral

    By Jim Chad, May 22, 2011
    • 0 replies
    • 871 views
    • 
    • Jim Chad
    • May 22, 2011

21. Top Heavy Aggregation

    By legort69, March 2, 2007
    • 0 replies
    • 871 views
    • 
    • legort69
    • March 2, 2007

22. Form 5330 Excise Tax on late ADP Corrections

    By justatester, June 15, 2020
    • 4 replies
    • 871 views
    • 
    • justatester
    • June 15, 2020

23. Merger of Safe Harbor Plan

    By 52626, April 27, 2020
    • 2 replies
    • 871 views
    • 
    • MWeddell
    • April 27, 2020

24. multi-employer with multiple pension plans -SSA reporting

    By MMMBENE2000, December 15, 2011
    • 0 replies
    • 871 views
    • 
    • MMMBENE2000
    • December 15, 2011

25. Changing eligibility by job class

    By jmartin, December 16, 2011
    • 1 reply
    • 871 views
    • 
    • Jim Chad
    • December 17, 2011

26. ESOP Questions

    By Guest DougT, December 30, 2010
    • 0 replies
    • 871 views
    • 
    • Guest
    • December 30, 2010

27. Who is the beneficiary?

    By ejohnke, January 12, 2023
    • 7 replies
    • 870 views
    • 
    • FormsRstillmylife
    • January 16, 2023

28. Target Date Funds - Discrimination Rules

    By Guest Tom:, November 15, 2011
    • 2 replies
    • 870 views
    • 
    • Lou S.
    • November 15, 2011

29. Prior year testing and missed employee

    By cpc0506, November 12, 2015
    • 0 replies
    • 870 views
    • 
    • cpc0506
    • November 12, 2015

30. Inclusion of participant prior to entry date.

    By Lori H, February 10, 2015
    • 4 replies
    • 870 views
    • 
    • Lori H
    • February 11, 2015

31. Benefits Rights & Features Test for Match

    By Rose, November 18, 2020
    • 1 reply
    • 870 views
    • 
    • MWeddell
    • November 18, 2020

32. Adding 401(k) component to 2-year eligibility PS Plan

    By SMB, January 12, 2010
    • 1 reply
    • 870 views
    • 
    • Guest
    • January 12, 2010

33. Enhanced Safe Harbor Question....

    By shari.sld@gmail.com, November 8, 2016   

    • Enhanced safe harbor
    • match
    • (and 1 more)

      Tagged with:

      • Enhanced safe harbor
      • match
      • testing
    • 1 reply
    • 870 views
    • 
    • BG5150
    • November 8, 2016

34. Affiliated Service Groups

    By ERISA-Bubs, March 7, 2019
    • 3 replies
    • 870 views
    • 
    • PensionPro
    • March 8, 2019

35. Very wealthy doctor

    By rblum50, March 18, 2022
    • 7 replies
    • 870 views
    • 
    • Nate S
    • March 22, 2022

36. Loan Default

    By ratherbereading, July 21, 2015
    • 2 replies
    • 869 views
    • 
    • austin3515
    • July 22, 2015

37. RMD Calculations for CB/DB Plans

    By FT Retire, November 18, 2022
    • 1 reply
    • 869 views
    • 
    • CuseFan
    • November 21, 2022

38. Plan Year End

    By Stash026, October 25, 2018
    • 5 replies
    • 869 views
    • 
    • Larry Starr
    • October 25, 2018

39. Sponsoring a SEP and 401(k)

    By austin3515, July 18, 2014
    • 1 reply
    • 869 views
    • 
    • ETA Consulting LLC
    • July 18, 2014

40. USERRA

    By Nassau, December 5, 2011
    • 0 replies
    • 869 views
    • 
    • Nassau
    • December 5, 2011

41. Improper exclusion from Plan: Catch-up Missed Oppty question

    By ERISA25, June 8, 2010
    • 0 replies
    • 869 views
    • 
    • ERISA25
    • June 8, 2010

42. timing of excess aggregate distributions

    By Guest Betsy Oakey, October 25, 2010
    • 1 reply
    • 869 views
    • 
    • PensionPro
    • October 25, 2010

43. spin off - trustee to trustee transfer

    By Scuba 401, January 23, 2018
    • 2 replies
    • 869 views
    • 
    • david rigby
    • January 24, 2018

44. Missed Catch-Up Deferrals

    By Safeharbor29, July 17, 2015
    • 1 reply
    • 869 views
    • 
    • K2retire
    • July 17, 2015

45. 401k to Simple 401k

    By cpc0506, July 17, 2019
    • 3 replies
    • 869 views
    • 
    • digger
    • July 18, 2019

46. Takeover vs Termination

    By Guest KRS401k, February 4, 2011
    • 1 reply
    • 868 views
    • 
    • david rigby
    • February 4, 2011

47. Depositing elective deferrals before they occur

    By mariemonroe, April 23
    • 2 replies
    • 868 views
    • 
    • Paul I
    • April 23

48. Prohibited Transaction

    By 52626, June 21, 2013
    • 0 replies
    • 868 views
    • 
    • 52626
    • June 21, 2013

49. Another Asset Sale Question

    By thepensionmaven, September 28, 2019
    • 4 replies
    • 868 views
    • 
    • Lou S.
    • October 1, 2019

50. In-service 59 1/2 with loan balance

    By Guest donna319, January 12, 2010
    • 1 reply
    • 868 views
    • 
    • Guest
    • January 12, 2010