401(k) Plans

19,275 topics in this forum

1. Doctors all have their own PC

   By austin3515, March 4, 2016
   • 10 replies
   • 1.1k views
   • 
   • Peter Gulia
   • March 5, 2016

2. Owner post retirement age loan and withdrawal

   By RayJJohnsonJr, August 4, 2015
   • 10 replies
   • 1.2k views
   • 
   • RayJJohnsonJr
   • August 5, 2015

3. catch-ups and the 100% salary limit

   By himt4, March 16, 2005
   • 10 replies
   • 5.3k views
   • 
   • SoCalActuary
   • March 17, 2005

4. 3% SH and excluding bonuses from compensation

   By bevfair, December 17, 2014
   • 10 replies
   • 6.1k views
   • 
   • Bird
   • December 19, 2014

5. Testing 401k plans in controlled group

   By 30Rock, December 15, 2017
   • 10 replies
   • 3.6k views
   • 
   • 30Rock
   • December 15, 2017

6. Top heavy aggregation

   By Guest jim williams, August 7, 2003
   • 10 replies
   • 2k views
   • 
   • Tom Poje
   • August 7, 2003

7. Late Employer Disc Matching Contribution

   By ratherbereading, September 27, 2019
   • 10 replies
   • 2.2k views
   • 
   • ratherbereading
   • September 30, 2019

8. 5500 Due Date

   By Guest Jeff P, July 23, 1999
   • 10 replies
   • 2.4k views
   • 
   • John A
   • September 20, 1999

9. Participant Loans

   By 52626, January 2, 2014
   • 10 replies
   • 1.7k views
   • 
   • Guest
   • January 3, 2014

10. 401(k) & Coverage Test -Controlled Group

    By ErisaGeek, August 7, 2003
    • 10 replies
    • 5.4k views
    • 
    • austin3515
    • December 13, 2004

11. Switching Safe Harbor Types Under New Rules

    By PensionPro, March 7, 2016
    • 10 replies
    • 2.4k views
    • 
    • PensionPro
    • March 14, 2016

12. can ex-employee waive his right to employer contributions in a severance agreement?

    By Gudgergirl, April 7, 2014
    • 10 replies
    • 2.9k views
    • 
    • david rigby
    • April 9, 2014

13. Typo (of Year) in the Safe Harbor Notice

    By With Appreciation...., July 20, 2018
    • 10 replies
    • 1.2k views
    • 
    • Kevin C
    • July 24, 2018

14. Dual Eligibility

    By Kimberly S, September 16, 2008
    • 10 replies
    • 3k views
    • 
    • Kimberly S
    • September 23, 2008

15. 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

16. Successor Plan Rule Issue?

    By sb0828, April 3, 2023
    • 10 replies
    • 1.4k views
    • 
    • sb0828
    • April 4, 2023

17. Discretionary Matching

    By SwimmingInBowelsOfERISA, April 8, 2014
    • 10 replies
    • 3.7k views
    • 
    • Tom Poje
    • April 9, 2014

18. Taxes from 401K

    By Buddy M, September 29, 2019
    • 10 replies
    • 987 views
    • 
    • Buddy M
    • October 1, 2019

19. CARES Act Distribution from a FICA Alternative Plan (401(a))

    By Patricia Neal Jensen, April 14, 2020   

    • cares act; fica alternative 401(a)
    • 10 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • April 15, 2020

20. "Signature" Feature in Adobe and other PDF software

    By austin3515, March 3, 2021
    • 10 replies
    • 4.9k views
    • 
    • Luke Bailey
    • March 3, 2021

21. Blackout period

    By Rai401k, March 4, 2003
    • 10 replies
    • 2.7k views
    • 
    • Kirk Maldonado
    • March 4, 2003

22. Another TH 401(k) Issue

    By Guest TitusracerX, April 7, 2003
    • 10 replies
    • 1.4k views
    • 
    • R. Butler
    • April 8, 2003

23. Matching Catchup Contributions

    By Guest jae3207, February 23, 2006
    • 10 replies
    • 3.4k views
    • 
    • Guest
    • March 8, 2006

24. IRS Compliance Check

    By Guest 4:15 Limit, June 1, 2010
    • 10 replies
    • 2.1k views
    • 
    • PensionPro
    • August 10, 2010

25. Safe Harbor (Non-elective 3%) - HELP!

    By lkpittman, March 25, 2002
    • 10 replies
    • 2.6k views
    • 
    • lkpittman
    • March 27, 2002

26. 5/1-4/30 plan year with 7/1 & 1/1 entry dates

    By R. Butler, April 29, 2003
    • 10 replies
    • 1.6k views
    • 
    • Tom Poje
    • May 1, 2003

27. ERPA Important?

    By austin3515, December 16, 2010
    • 10 replies
    • 2k views
    • 
    • Jim Chad
    • December 22, 2010

28. Husband S Corporation w/ 401k - Wife Sole Proprietor -

    By selfemployedinohio, March 7, 2020
    • 10 replies
    • 1.7k views
    • 
    • spiritrider
    • March 11, 2020

29. Limits on Plans with Plan Year other than 12/31

    By Guest GordonJ, February 14, 2009
    • 10 replies
    • 8.6k views
    • 
    • J Simmons
    • June 26, 2009

30. Participant Fee Disclosures

    By austin3515, August 16, 2011
    • 10 replies
    • 2.4k views
    • 
    • austin3515
    • August 18, 2011

31. Profit Sharing Plan termination

    By cpc0506, November 11, 2013
    • 10 replies
    • 2.9k views
    • 
    • mbozek
    • November 16, 2013

32. plan document missing-VCP issue

    By cpc0506, February 26, 2019
    • 10 replies
    • 2.3k views
    • 
    • Luke Bailey
    • February 27, 2019

33. Top-Heavy/Key-Employee question

    By Tom, January 4, 2024
    • 10 replies
    • 1.5k views
    • 
    • justanotheradmin
    • January 5, 2024

34. 401K Pension Freezing/Blackout Period

    By Guest Robert Tate, September 19, 2001
    • 10 replies
    • 6.9k views
    • 
    • Guest
    • February 15, 2002

35. Plan Amendment timing

    By Guest hyper, April 17, 2006
    • 10 replies
    • 3.5k views
    • 
    • namealreadyinuse
    • August 14, 2006

36. money purchase to 401(k)

    By Lori H, November 6, 2008
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • November 6, 2008

37. Plan Participant getting divorced

    By Guest Sara H, August 11, 1999
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • November 12, 2000

38. Exclusion of Employees on Leave of Absence for ER Contribution

    By Guest J&D, December 3, 2004
    • 10 replies
    • 5.9k views
    • 
    • GBurns
    • December 8, 2004

39. 3rd Party Sick/Disability Pay

    By Guest Chris API, January 17, 2011
    • 10 replies
    • 12k views
    • 
    • VTPension
    • April 5, 2011

40. May an employer use forfeitures to reduce 401(k) contributions?

    By Peter Gulia, April 5, 2013
    • 10 replies
    • 15.6k views
    • 
    • QDROphile
    • April 19, 2013

41. New here...

    By Guest Donnie, March 18, 2005
    • 10 replies
    • 1.8k views
    • 
    • MGB
    • March 21, 2005

42. Triple Stacked Match

    By 401(k)athryn, November 8, 2016   

    • triple stacked match
    • fixed match
    • (and 1 more)

      Tagged with:

      • triple stacked match
      • fixed match
      • plan amendment
    • 10 replies
    • 2.2k views
    • 
    • TPAJake
    • November 11, 2016

43. 18 month time frame for statutory minimum calculation?

    By Guest 410b, June 24, 2009
    • 10 replies
    • 3k views
    • 
    • Mike Preston
    • June 26, 2009

44. Long term part time employees

    By Belgarath, July 26, 2022
    • 10 replies
    • 1.6k views
    • 
    • Peter Gulia
    • July 28, 2022

45. Determ Letters

    By Guest Ashley, July 22, 2003
    • 10 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 25, 2003

46. Employer Match - Last Day Rule

    By Alex Daisy, January 21, 2009
    • 10 replies
    • 3.5k views
    • 
    • PLAN MAN
    • January 27, 2009

47. RMD VCP Application

    By austin3515, December 21, 2017
    • 10 replies
    • 1.3k views
    • 
    • austin3515
    • October 30, 2019

48. When can a traditional 401(k) plan convert to a Safe Habor formula?

    By Guest, April 17, 2000
    • 10 replies
    • 3.3k views
    • 
    • Guest
    • May 5, 2000

49. Do you count receivable Deferrals?

    By K-t-F, April 20, 2004
    • 10 replies
    • 2k views
    • 
    • Archimage
    • April 21, 2004

50. Safe harbor non-elective for HCEs

    By thepensionmaven, April 8, 2017   

    • hces
    • 10 replies
    • 2.5k views
    • 
    • Gilmore
    • April 18, 2017