401(k) Plans

19,275 topics in this forum

1. Roth Deferral

   By KevinMc, January 24, 2014
   • 1 reply
   • 861 views
   • 
   • rcline46
   • January 24, 2014

2. Testing of multiemployer contributions

   By Guest hyper, September 3, 2009
   • 0 replies
   • 861 views
   • 
   • Guest
   • September 3, 2009

3. Short Plan Year and 2 1/2 month deadline

   By buckaroo, July 11, 2017
   • 1 reply
   • 860 views
   • 
   • Tom Poje
   • July 11, 2017

4. Question on safe harbor plans

   By tron, March 13, 2020
   • 1 reply
   • 860 views
   • 
   • C. B. Zeller
   • March 13, 2020

5. New plan, no contributions in first year

   By TPApril, September 30, 2021
   • 4 replies
   • 860 views
   • 
   • TPApril
   • October 1, 2021

6. Roth 401(k) Contributions

   By Nassau, December 6, 2010
   • 0 replies
   • 860 views
   • 
   • Nassau
   • December 6, 2010

7. Participant Deduction Accidently Stopped on Payroll

   By coleboy, August 25, 2014
   • 1 reply
   • 859 views
   • 
   • Bill Presson
   • August 25, 2014

8. Group Term Life

   By Dazednconfused, October 13, 2021
   • 1 reply
   • 859 views
   • 
   • CuseFan
   • October 13, 2021

9. IRS Compliance Questions on late 5500-SF filings

   By ejohnke, March 3
   • 1 reply
   • 859 views
   • 
   • RatherBeGolfing
   • March 3

10. Eligibility for 401(k) & Safe Harbor Match

    By metsfan026, June 28, 2023
    • 6 replies
    • 859 views
    • 
    • rocknrolls2
    • June 29, 2023

11. Available investments in 401(k)

    By maryflemingphr@yahoo.com, September 9, 2021
    • 6 replies
    • 859 views
    • 
    • BG5150
    • September 13, 2021

12. Safe Harbor Match suspended

    By ratherbereading, December 9, 2019   

    • safe harbor match suspende
    • acp test
    • 2 replies
    • 859 views
    • 
    • ratherbereading
    • December 9, 2019

13. In-service rollover request with after tax funds

    By cpc0506, October 29, 2010
    • 1 reply
    • 859 views
    • 
    • masteff
    • October 29, 2010

14. US Wages Paid for Ee Working in foreign country

    By austin3515, May 8, 2014
    • 1 reply
    • 859 views
    • 
    • masteff
    • May 9, 2014

15. Life Insurance proceeds, can this cash be rolled into a 401(k) Plan

    By cjbaustin, October 7, 2015
    • 2 replies
    • 858 views
    • 
    • david rigby
    • October 8, 2015

16. ADP Refunds

    By Kathy Bittle, March 15, 2020
    • 2 replies
    • 858 views
    • 
    • Luke Bailey
    • April 7, 2020

17. Plan Admin checked wrong selection on QDRO form

    By Nicole, February 21, 2023
    • 4 replies
    • 858 views
    • 
    • fmsinc
    • February 21, 2023

18. Basic Plan Document Search

    By QualGeek, May 5, 2020
    • 2 replies
    • 858 views
    • 
    • QualGeek
    • May 21, 2020

19. Adding Union Employees to the 401(k) Plan - Audit issue

    By HarleyBabe, April 7, 2022
    • 3 replies
    • 858 views
    • 
    • Bill Presson
    • April 8, 2022

20. Plan qualification question

    By fiona1, September 14, 2010
    • 0 replies
    • 857 views
    • 
    • fiona1
    • September 14, 2010

21. HCE, Catch-Ups and Off-Calendar

    By austin3515, November 3, 2010
    • 2 replies
    • 857 views
    • 
    • austin3515
    • November 3, 2010

22. Pros/Cons of being named employer on 401k

    By Safeharbor29, July 30, 2015
    • 3 replies
    • 857 views
    • 
    • jpod
    • July 30, 2015

23. Requirement for independent audit for plans with over 100 ptps.

    By KevinMc, June 19, 2013
    • 2 replies
    • 857 views
    • 
    • BG5150
    • June 19, 2013

24. Entry date for rehired employee in new plan

    By drakecohen, February 2, 2023
    • 2 replies
    • 857 views
    • 
    • Paul I
    • February 8, 2023

25. Separate Plans Maintained by Members of a Controlled Group

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

26. Deferral deposits made late for a plan covering owners and children

    By Jakyasar, March 17, 2021
    • 6 replies
    • 857 views
    • 
    • Jakyasar
    • March 18, 2021

27. EACA - Have to be in effect for a full 12-month plan year?

    By benefitsguru, October 23, 2015
    • 0 replies
    • 857 views
    • 
    • benefitsguru
    • October 23, 2015

28. DOL Investment Guidance

    By MjInvestments, October 24, 2019
    • 4 replies
    • 857 views
    • 
    • Larry Starr
    • October 25, 2019

29. Final 5500 for terminated large plan

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

30. In service rollovers

    By Soundbc1, December 7, 2023
    • 4 replies
    • 857 views
    • 
    • CuseFan
    • December 7, 2023

31. compensation for calculation of safe harbor match

    By thepensionmaven, February 19, 2018
    • 4 replies
    • 856 views
    • 
    • BG5150
    • February 20, 2018

32. Automatic Enrollment

    By Guest Salvador A Mander, October 20, 2011
    • 1 reply
    • 856 views
    • 
    • Guest
    • October 26, 2011

33. ADP Refund options

    By 401king, January 22, 2013
    • 1 reply
    • 856 views
    • 
    • BG5150
    • January 22, 2013

34. Interest on Late Profit Sharing Plans

    By Stash026, March 22, 2021
    • 8 replies
    • 856 views
    • 
    • C. B. Zeller
    • April 16, 2021

35. Ownership and Ability to Contribute

    By coleboy, February 9, 2021
    • 3 replies
    • 856 views
    • 
    • Luke Bailey
    • February 11, 2021

36. Company acquistion with a SEP

    By cpc0506, December 3, 2010
    • 0 replies
    • 856 views
    • 
    • cpc0506
    • December 3, 2010

37. Add stated match to SH plan mid year?

    By BG5150, July 16, 2019
    • 1 reply
    • 856 views
    • 
    • BG5150
    • July 17, 2019

38. Year End Notices and Required Disclosures

    By Pammie57, November 2, 2015
    • 2 replies
    • 856 views
    • 
    • Pammie57
    • November 3, 2015

39. unbundled 403b vendors

    By gregburst, February 14, 2013
    • 0 replies
    • 855 views
    • 
    • gregburst
    • February 14, 2013

40. Safe harbor wait and see approach with coverage issue

    By Guest matt2800, October 26, 2010
    • 0 replies
    • 855 views
    • 
    • Guest
    • October 26, 2010

41. SECURE 2.0 - Roth Catch-Up for HPEs - Payroll or TPA monitoring function?

    By legort69, May 1, 2023
    • 4 replies
    • 855 views
    • 
    • Paul I
    • May 3, 2023

42. Minimum Coverage Testing

    By Guest Hunter401k, December 9, 2016
    • 4 replies
    • 855 views
    • 
    • austin3515
    • December 12, 2016

43. Profit Sharing Plan/Money Purchase Plan Compensation

    By Guest duckweed, January 6, 2011
    • 3 replies
    • 854 views
    • 
    • Kevin C
    • January 6, 2011

44. Correcting a sequence number on a solo 401(k) plan

    By scottsb, March 11, 2022
    • 1 reply
    • 854 views
    • 
    • Bri
    • March 14, 2022

45. In-Plan Roth Conversion

    By Gruegen, November 22, 2010
    • 0 replies
    • 854 views
    • 
    • Gruegen
    • November 22, 2010

46. Safe Harbor Notice

    By Guest BWNWE, October 26, 2010
    • 1 reply
    • 854 views
    • 
    • GMK
    • October 26, 2010

47. 410(b) testing - Top Heavy min only participants

    By justanotheradmin, July 16, 2024
    • 5 replies
    • 854 views
    • 
    • Lou S.
    • July 17, 2024

48. Net Unrealized Appreciation (partial rollover)

    By Dobber, September 15, 2022
    • 2 replies
    • 853 views
    • 
    • Cardscrazy
    • September 19, 2022

49. Move from Payroll Based to Insured STD - 401(k) Contributions

    By rocknrolls2, March 2, 2016
    • 0 replies
    • 853 views
    • 
    • rocknrolls2
    • March 2, 2016

50. Employer Funding Requirements

    By Nassau, October 18, 2010
    • 0 replies
    • 853 views
    • 
    • Nassau
    • October 18, 2010