401(k) Plans

19,332 topics in this forum

1. Forfeiture Account

   By PensionPro, March 28, 2012
   • 1 reply
   • 893 views
   • 
   • ESOP Guy
   • March 28, 2012

2. SARSEP has failed ADP for 2010

   By Guest sugar daddy, February 28, 2011
   • 0 replies
   • 893 views
   • 
   • Guest
   • February 28, 2011

3. List of Modifications for Interim Doc?

   By Randy Watson, April 19, 2010
   • 0 replies
   • 893 views
   • 
   • Randy Watson
   • April 19, 2010

4. Plan EIN #'s

   By metsfan026, June 16, 2022
   • 3 replies
   • 893 views
   • 
   • Cobras59
   • June 28, 2022

5. Final 5500 for terminated large plan

   By Pammie57, April 5, 2022
   • 5 replies
   • 893 views
   • 
   • CuseFan
   • April 6, 2022

6. Safe Harbor Plan

   By MarZDoates, July 11, 2012
   • 1 reply
   • 893 views
   • 
   • ETA Consulting LLC
   • July 12, 2012

7. loan payments

   By JKW, October 27, 2010
   • 1 reply
   • 892 views
   • 
   • QDROphile
   • October 27, 2010

8. ADP and ACP Testing

   By JRN, October 27, 2010
   • 0 replies
   • 892 views
   • 
   • JRN
   • October 27, 2010

9. QNECs and 402(g)

   By HWR, December 4, 2017   

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

10. EPCRS

    By austin3515, February 7, 2013
    • 1 reply
    • 891 views
    • 
    • ETA Consulting LLC
    • February 7, 2013

11. transfer fees for platform change

    By pmacduff, December 15, 2023
    • 2 replies
    • 891 views
    • 
    • CuseFan
    • December 15, 2023

12. Safe harbor employer 3% match never applied by pension plan sponsor to three terminated employees.

    By carolb23, December 22, 2016   

    • Unpaid funds from safe harbor
    • 5 replies
    • 891 views
    • 
    • ESOP Guy
    • December 27, 2016

13. Removing last day provision for lay off employees

    By justatester, November 7, 2014
    • 0 replies
    • 891 views
    • 
    • justatester
    • November 7, 2014

14. Mid Year Amendments to Non Safe Harbor Plan

    By Susan S., April 25, 2023
    • 1 reply
    • 891 views
    • 
    • C. B. Zeller
    • April 25, 2023

15. Merger of Safe Harbor Plan

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

16. Is this match ok, or is additional testing needed

    By jkharvey, March 11, 2012
    • 2 replies
    • 891 views
    • 
    • movedon
    • March 13, 2012

17. Current MAtching Trend

    By Guest Spock, October 29, 2009
    • 1 reply
    • 891 views
    • 
    • PensionPro
    • October 29, 2009

18. Money Purchase to 401(k)

    By rcline46, February 2, 2015
    • 1 reply
    • 890 views
    • 
    • jpod
    • February 2, 2015

19. Another Asset Sale Question

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

20. blackout period w/out moving recordkeepers?

    By TPApril, March 1, 2019
    • 4 replies
    • 890 views
    • 
    • BG5150
    • March 4, 2019

21. Key Employee definition

    By Tom, June 2, 2025
    • 1 reply
    • 890 views
    • 
    • RELUCTANT_LAWYER
    • June 3, 2025

22. 414(s) compensation

    By Guest MJ1, January 25, 2011
    • 1 reply
    • 890 views
    • 
    • Guest
    • January 25, 2011

23. Any Limits on Match in 401(k)?

    By ERISA-Bubs, November 1, 2011
    • 2 replies
    • 890 views
    • 
    • ETA Consulting LLC
    • November 1, 2011

24. Control groups

    By Guest money40, March 23, 2011
    • 1 reply
    • 890 views
    • 
    • Guest
    • March 23, 2011

25. Definition of "reasonable" fee in context of automatic rollovers

    By Guest Oscar2, July 12, 2005
    • 0 replies
    • 890 views
    • 
    • Guest
    • July 12, 2005

26. Lincoln National Life Insurance Prototype Document

    By blue, May 12, 2009
    • 0 replies
    • 890 views
    • 
    • blue
    • May 12, 2009

27. Takeover vs Termination

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

28. Excess distribution and 1099?

    By Dennis Povloski, May 2, 2011
    • 2 replies
    • 889 views
    • 
    • Dennis Povloski
    • May 2, 2011

29. Cornona Virus distribution

    By Lou81, April 9, 2020   

    • cares act
    • 4 replies
    • 889 views
    • 
    • Luke Bailey
    • May 18, 2020

30. Roth Deferrals - Non-qualified Distribution Earning below $200

    By AdKu, October 24, 2017
    • 5 replies
    • 889 views
    • 
    • AdKu
    • October 26, 2017

31. Missed Deferral - automatic enrollment

    By Chippy, February 23, 2018
    • 5 replies
    • 889 views
    • 
    • 401king
    • February 26, 2018

32. Plan Merger

    By justatester, June 27, 2011
    • 0 replies
    • 888 views
    • 
    • justatester
    • June 27, 2011

33. counterproductive

    By thepensionmaven, April 9, 2020
    • 10 replies
    • 888 views
    • 
    • ratherbereading
    • April 9, 2020

34. Affiliated Service Groups

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

35. Split between pretax and Roth when employee about to max out

    By Sarah73, October 21, 2022
    • 2 replies
    • 888 views
    • 
    • Lou S.
    • October 21, 2022

36. Control Group Question

    By Alex Daisy, May 11, 2015
    • 1 reply
    • 888 views
    • 
    • Tom Poje
    • May 11, 2015

37. Reasonable timing to implement salary deferral election changes?

    By kmhaab, March 29, 2021
    • 1 reply
    • 888 views
    • 
    • Bird
    • March 30, 2021

38. Safe Harbor Match True-Up Question

    By metsfan026, August 4, 2023
    • 3 replies
    • 888 views
    • 
    • BG5150
    • August 8, 2023

39. Blowing up a SIMPLE 401(k)

    By Flyboyjohn, March 20, 2013
    • 0 replies
    • 887 views
    • 
    • Flyboyjohn
    • March 20, 2013

40. Trend analysis of plan amendments

    By Guest ntmmn, March 24, 2004
    • 0 replies
    • 887 views
    • 
    • Guest
    • March 24, 2004

41. PArticipant Directed / Fee Disclosure

    By austin3515, September 7, 2018
    • 5 replies
    • 887 views
    • 
    • imchipbrown
    • September 10, 2018

42. Sole Prop and Deduction Limit

    By Dazednconfused, July 23, 2018
    • 4 replies
    • 887 views
    • 
    • Larry Starr
    • July 24, 2018

43. Top Heavy Aggregation

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

44. Profit Sharing Plan

    By Guest elang, January 31, 2012
    • 2 replies
    • 887 views
    • 
    • Bird
    • February 1, 2012

45. Safe Harbor 415 Comp - Sub S Insurance

    By Guest DB&T, January 29, 2007
    • 0 replies
    • 886 views
    • 
    • Guest
    • January 29, 2007

46. Help with Form 5300

    By fiona1, December 4, 2009
    • 0 replies
    • 886 views
    • 
    • fiona1
    • December 4, 2009

47. CARES Act & Money Purchase Plans

    By Stash026, April 13, 2020
    • 1 reply
    • 886 views
    • 
    • duckthing
    • April 13, 2020

48. Match Formula

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

49. Separate Plans Maintained by Members of a Controlled Group

    By Christopher Wilson, December 2, 2019
    • 2 replies
    • 886 views
    • 
    • C. B. Zeller
    • December 3, 2019

50. Amend plan to exclude employee group covered by the plan in the past - so excluded prospectively

    By Tom, August 4, 2021
    • 2 replies
    • 886 views
    • 
    • Tom
    • August 19, 2021