401(k) Plans

19,275 topics in this forum

1. Tips

   By Kay K, August 15
   • 4 replies
   • 840 views
   • 
   • Peter Gulia
   • August 21

2. 1563 Attribution & Spousal Exception

   By Dennis Povloski, September 14, 2015
   • 0 replies
   • 839 views
   • 
   • Dennis Povloski
   • September 14, 2015

3. Voluntary After Tax in SH Plan

   By BG5150, February 16, 2021
   • 2 replies
   • 839 views
   • 
   • Santo Gold
   • December 21, 2021

4. Safe Harbor Maybe - Amend to Exclude HCE's for 2018?

   By CLKent23, October 24, 2018
   • 3 replies
   • 839 views
   • 
   • CLKent23
   • October 25, 2018

5. Break-In Service & Plan Re-entry

   By Danny CPA, February 16, 2011
   • 0 replies
   • 839 views
   • 
   • Danny CPA
   • February 16, 2011

6. Annual Required Participant Notice Question

   By khn, September 17, 2014
   • 1 reply
   • 839 views
   • 
   • GMK
   • September 17, 2014

7. Self directed plan

   By Gary, December 11, 2009
   • 0 replies
   • 839 views
   • 
   • Gary
   • December 11, 2009

8. Secure Act - removal of ER s/h notice rqurmnt

   By TPApril, August 11, 2020
   • 1 reply
   • 839 views
   • 
   • RatherBeGolfing
   • August 11, 2020

9. Controll Group question

   By MaryM, October 13, 2015
   • 2 replies
   • 839 views
   • 
   • MaryM
   • October 15, 2015

10. 401K Plans -- Prohibited Transactions

    By Guest John P., April 2, 2012
    • 0 replies
    • 839 views
    • 
    • Guest
    • April 2, 2012

11. Reclassifying safe harbor match contributions?

    By Mleech, July 29   

    • safe harbor
    • 1 reply
    • 839 views
    • 
    • WCC
    • July 29

12. TH Minimum to New Keys

    By austin3515, October 28, 2010
    • 2 replies
    • 839 views
    • 
    • DMcGovern
    • October 28, 2010

13. Compensation Issue

    By 52626, May 24, 2024
    • 2 replies
    • 839 views
    • 
    • Luke Bailey
    • May 29, 2024

14. top heavy

    By Gary, March 12, 2012
    • 2 replies
    • 839 views
    • 
    • PensionPro
    • March 12, 2012

15. How much time is involved in "In plan Roth Rollovers and Transfers"

    By Jim Chad, September 11, 2013
    • 1 reply
    • 838 views
    • 
    • K2retire
    • October 28, 2013

16. After Tax Contributions

    By Stash026, May 31, 2019
    • 3 replies
    • 838 views
    • 
    • spiritrider
    • June 3, 2019

17. PArticipant Directed / Fee Disclosure

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

18. Secure Act SH Nonelective - SECURE Act

    By austin3515, September 26, 2020
    • 7 replies
    • 838 views
    • 
    • austin3515
    • September 30, 2020

19. Penalty Relief Program for Form 5500-EZ Late Filers

    By AdKu, October 3, 2022
    • 4 replies
    • 838 views
    • 
    • AdKu
    • October 4, 2022

20. vesting and coronavirus

    By Scuba 401, June 22, 2020
    • 10 replies
    • 838 views
    • 
    • G8Rs
    • June 23, 2020

21. controlled group - safe harbor 401k plan

    By Pixie, September 20, 2023
    • 3 replies
    • 838 views
    • 
    • Paul I
    • September 21, 2023

22. Late deposits fixed by using old trade date?

    By AlbanyConsultant, May 2, 2017
    • 5 replies
    • 838 views
    • 
    • AlbanyConsultant
    • May 2, 2017

23. Newly Eligible Employees

    By justatester, October 7, 2014   

    • Business Aquistion
    • 1 reply
    • 838 views
    • 
    • Lou S.
    • October 7, 2014

24. Small Business and Work Opportunity tax act of 2007

    By austin3515, November 5, 2009
    • 0 replies
    • 837 views
    • 
    • austin3515
    • November 5, 2009

25. ADP/ACP Test

    By Guest Joanne Davey, February 28, 2003
    • 0 replies
    • 837 views
    • 
    • Guest
    • February 28, 2003

26. Roth In-Plan Conversion

    By Guest emcelroy, October 19, 2010
    • 1 reply
    • 837 views
    • 
    • Guest
    • October 19, 2010

27. A Poll: VCP Timing and Results?

    By casey72, June 4
    • 1 reply
    • 837 views
    • 
    • EBP
    • June 5

28. Auto Enroll Notices

    By JKW, November 29, 2016
    • 2 replies
    • 837 views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2016

29. 401(k) to 403(b)

    By R. Butler, May 24, 2010
    • 0 replies
    • 836 views
    • 
    • R. Butler
    • May 24, 2010

30. Midyear replacement of SIMPLE IRA with SH 401k - effective dates

    By 401KIA, April 29
    • 3 replies
    • 836 views
    • 
    • 401KIA
    • April 30

31. Form 5308

    By bitsyhaze, January 13, 2016   

    • Short Plan Year
    • Form 5308
    • 0 replies
    • 836 views
    • 
    • bitsyhaze
    • January 13, 2016

32. Partial Plan Termination - Participant already took a Distribution

    By Vlad401k, April 7, 2020
    • 3 replies
    • 836 views
    • 
    • Mr Bagwell
    • April 7, 2020

33. Public School Systems - 401(k)?

    By Pammie57, December 8, 2015
    • 1 reply
    • 836 views
    • 
    • jpod
    • December 8, 2015

34. Safe harbor plan, disaggregation

    By JRN, August 18, 2022
    • 2 replies
    • 836 views
    • 
    • JRN
    • August 23, 2022

35. controlled group

    By 52626, August 18, 2014
    • 3 replies
    • 836 views
    • 
    • austin3515
    • August 18, 2014

36. rollover of Roth money into a 401(k) plan

    By K2retire, June 4, 2012
    • 1 reply
    • 835 views
    • 
    • masteff
    • June 4, 2012

37. incorrectly calculated match

    By K2retire, July 31, 2015
    • 3 replies
    • 835 views
    • 
    • Mike Preston
    • August 1, 2015

38. Nonqual Distribution from Roth 401k

    By austin3515, November 3, 2012
    • 2 replies
    • 835 views
    • 
    • masteff
    • November 3, 2012

39. controlled group question

    By K2retire, March 12, 2015
    • 2 replies
    • 835 views
    • 
    • K2retire
    • March 12, 2015

40. Over 404 but not 415 limit

    By pensionam, June 20, 2018
    • 6 replies
    • 835 views
    • 
    • pensionam
    • June 21, 2018

41. HCEs in both US and Puerto Rico Plan

    By justatester, January 5, 2016
    • 0 replies
    • 834 views
    • 
    • justatester
    • January 5, 2016

42. Loan defaulted due to administrative issue

    By katie58, November 28, 2012
    • 1 reply
    • 834 views
    • 
    • ETA Consulting LLC
    • November 28, 2012

43. Custodian delays cause deferral issues

    By ejohnke, June 11, 2024
    • 4 replies
    • 834 views
    • 
    • Paul I
    • June 12, 2024

44. Opt-Out Cash Option Payment from Cafeteria Plan: Fringe Benefit?

    By spmcqui, August 25, 2016
    • 0 replies
    • 834 views
    • 
    • spmcqui
    • August 25, 2016

45. QSLOB treatment

    By K2retire, November 11, 2013
    • 0 replies
    • 834 views
    • 
    • K2retire
    • November 11, 2013

46. W2 wages of Auto Reimb Only and wants to defer

    By KTB, March 9, 2016
    • 4 replies
    • 834 views
    • 
    • hr for me
    • March 10, 2016

47. 402g limit exceeded

    By J Simmons, January 5, 2024
    • 2 replies
    • 834 views
    • 
    • Lou S.
    • January 5, 2024

48. Solo 401k to max out pretax savings.

    By Ponzu, December 10, 2015
    • 2 replies
    • 834 views
    • 
    • Mike Preston
    • December 11, 2015

49. Catch-ups and Roth availability

    By BG5150, August 1
    • 7 replies
    • 834 views
    • 
    • RatherBeGolfing
    • August 4

50. Lost Participant Search Service

    By Gadgetfreak, July 19, 2024
    • 3 replies
    • 834 views
    • 
    • ESOP Guy
    • July 22, 2024