401(k) Plans

19,317 topics in this forum

1. Any advice on converting a pdf of a Sungard plan doc to an xml file without access to the original software or template?

   By MeetMeInTheBackdoorRoth, May 19, 2022   

   • ftwilliam
   • document
   • (and 1 more)

     Tagged with:

     • ftwilliam
     • document
     • conversion
   • 2 replies
   • 629 views
   • 
   • CuseFan
   • May 19, 2022

2. 410(b) question

   By bzorc, November 22, 2016
   • 1 reply
   • 629 views
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   • Lou S.
   • November 22, 2016

3. Secure Act 2.0 Question

   By Dougsbpc, May 15, 2023
   • 1 reply
   • 629 views
   • 
   • Lou S.
   • May 15, 2023

4. Uniform Auto-enrollment

   By 401kSpecialist, May 17, 2018
   • 1 reply
   • 628 views
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   • Luke Bailey
   • May 18, 2018

5. Covid loan and distribution

   By goldtpa, June 3, 2020
   • 2 replies
   • 628 views
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   • Larry Starr
   • June 4, 2020

6. 5500 EZ or SF?

   By cheersmate, July 10, 2021
   • 2 replies
   • 628 views
   • 
   • cheersmate
   • July 15, 2021

7. Employee deferral processed outside of payroll

   By nerd-party-administrator, April 23, 2020
   • 4 replies
   • 628 views
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   • Luke Bailey
   • April 23, 2020

8. TPA consultant

   By 401kay, June 2, 2022   

   • tpa
   • consultant
   • 2 replies
   • 628 views
   • 
   • thepensionmaven
   • June 6, 2022

9. Is leaving for an employer’s non-US affiliate a severance-from-employment?

   By Peter Gulia, July 1, 2022   

   • severance-from-employment
   • 3 replies
   • 627 views
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   • CuseFan
   • July 5, 2022

10. Top Heavy Minimum Contribution

    By justatester, June 16, 2021
    • 2 replies
    • 627 views
    • 
    • justatester
    • June 17, 2021

11. Terminate a SIMPLE, Start a New SH 401(k) Plan

    By 415 Limit, March 4, 2025
    • 2 replies
    • 627 views
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    • 415 Limit
    • March 5, 2025

12. Prohibited Transaction? Plan invests in LLC which leases property to EEs.

    By JWRB, September 21, 2016
    • 2 replies
    • 627 views
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    • JWRB
    • September 21, 2016

13. Distribution and death

    By cdavis25, May 23, 2016
    • 2 replies
    • 627 views
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    • cdavis25
    • May 24, 2016

14. Life Insurance in 401k Plan

    By Ahuntingus, August 25, 2020
    • 1 reply
    • 627 views
    • 
    • Bill Presson
    • August 25, 2020

15. Hardships

    By Church Treasurer, May 9, 2018   

    • hardship
    • 2 replies
    • 627 views
    • 
    • Patricia Neal Jensen
    • May 10, 2018

16. Duplicate ADP Refund

    By Loves401(k), December 13, 2018
    • 2 replies
    • 626 views
    • 
    • Bri
    • December 13, 2018

17. LTPT question

    By Tom, December 15, 2023
    • 1 reply
    • 626 views
    • 
    • WCC
    • December 18, 2023

18. Profit Sharing Plan Adding 401(k) Features

    By mming, July 15, 2025
    • 3 replies
    • 626 views
    • 
    • mming
    • July 15, 2025

19. Safe Harbor -Merger Mid Year

    By 52626, June 16, 2022
    • 1 reply
    • 626 views
    • 
    • MWeddell
    • July 8, 2022

20. Sole Proprietor with 401(k) Plan

    By jukeboy56, April 11, 2016
    • 1 reply
    • 626 views
    • 
    • ETA Consulting LLC
    • April 11, 2016

21. Hardship Withdrawals

    By KevinMc, February 9, 2024
    • 1 reply
    • 626 views
    • 
    • Lou S.
    • February 9, 2024

22. Deferrals and a new payroll provider

    By 52626, September 19, 2016
    • 1 reply
    • 625 views
    • 
    • RatherBeGolfing
    • September 19, 2016

23. Participant Education

    By Sharon D., June 17, 2020
    • 2 replies
    • 625 views
    • 
    • Sharon D.
    • June 19, 2020

24. New Plan Tax Credit for Multiple Employer Plan Adopters?

    By Terry Power, December 23, 2019
    • 1 reply
    • 625 views
    • 
    • RatherBeGolfing
    • December 23, 2019

25. 401k Rollover

    By MDEPH289, March 6, 2016   

    • 401k Rollover
    • 1 reply
    • 624 views
    • 
    • ETA Consulting LLC
    • March 6, 2016

26. Entry date and pay date acceleration due to weekend/holiday

    By AmyO, September 8, 2023
    • 2 replies
    • 624 views
    • 
    • CuseFan
    • September 8, 2023

27. Participating Employer Agreement for QSub

    By KMMB, June 10, 2022
    • 1 reply
    • 624 views
    • 
    • C. B. Zeller
    • June 13, 2022

28. ERISA Preemption of State Legislation Prohibiting Investments tied to Chinese/Foreign Adversaries

    By ERISAQuestions1234, April 10, 2025
    • 1 reply
    • 624 views
    • 
    • Peter Gulia
    • April 10, 2025

29. 408(b)(2) Disclosure Requirement - Pooled Fund

    By metsfan026, May 24, 2023
    • 4 replies
    • 624 views
    • 
    • Paul I
    • May 25, 2023

30. Mid-year change to SH Plans

    By austin3515, September 2, 2017
    • 1 reply
    • 623 views
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    • ETA Consulting LLC
    • September 2, 2017

31. MEP and family attribution

    By Jennifer D., February 9, 2017
    • 2 replies
    • 623 views
    • 
    • austin3515
    • February 13, 2017

32. Switching from Elapsed Time to Actual Hours

    By Robin Wilson, December 4, 2020
    • 1 reply
    • 623 views
    • 
    • C. B. Zeller
    • December 4, 2020

33. FT Williams Users

    By coleboy, February 1, 2016
    • 0 replies
    • 623 views
    • 
    • coleboy
    • February 1, 2016

34. Tribal Government Public School

    By oldman63, January 22, 2018
    • 2 replies
    • 623 views
    • 
    • HollyB
    • January 23, 2018

35. Partial Correction of ADP Test

    By nancy, November 8, 2019   

    • adp test
    • excise tax
    • 1 reply
    • 622 views
    • 
    • Luke Bailey
    • November 12, 2019

36. SH Match not made for HCEs only

    By RTB, May 25, 2017
    • 7 replies
    • 622 views
    • 
    • BG5150
    • May 26, 2017

37. Secure 1.0 Amendment deadline (Setting up Every Community....)

    By Tom, June 22, 2023
    • 3 replies
    • 622 views
    • 
    • Tom
    • June 23, 2023

38. Solo 401(k) Plans

    By Chipwood 24, February 2, 2023
    • 3 replies
    • 622 views
    • 
    • Below Ground
    • February 3, 2023

39. Controlled group-separate plans--2 415 limits?

    By BG5150, January 6, 2017
    • 1 reply
    • 622 views
    • 
    • Mike Preston
    • January 6, 2017

40. Maintaining Life Insurance Policies for Terminated Participants

    By LANDO, February 8, 2023   

    • life insurance
    • 1 reply
    • 622 views
    • 
    • Bill Presson
    • February 9, 2023

41. Sample 404a5 Notice with Employer Securities

    By austin3515, May 2, 2019
    • 0 replies
    • 622 views
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    • austin3515
    • May 2, 2019

42. prior year testing ADP

    By pmacduff, November 3, 2015
    • 2 replies
    • 621 views
    • 
    • pmacduff
    • November 3, 2015

43. Stoppage of Match - regular or SH - Notice Required

    By Pammie57, April 2, 2020
    • 2 replies
    • 621 views
    • 
    • PainPA
    • April 8, 2020

44. Vesting YOS

    By pensionLifer, October 16, 2018
    • 2 replies
    • 621 views
    • 
    • CuseFan
    • October 17, 2018

45. Safe Harbor Cross-tested Plan

    By SDS, July 11, 2018
    • 3 replies
    • 621 views
    • 
    • Tom Poje
    • July 11, 2018

46. Amend PSP into SHMatching 401k 99 days prior to year end

    By cheersmate, October 21, 2024
    • 2 replies
    • 621 views
    • 
    • cheersmate
    • October 21, 2024

47. Limits in Plan Termination

    By Gilmore, April 11, 2019
    • 3 replies
    • 621 views
    • 
    • Gilmore
    • April 12, 2019

48. Plan loan

    By BW, October 14, 2019
    • 0 replies
    • 621 views
    • 
    • BW
    • October 14, 2019

49. State FMLA and Break In Service

    By goldtpa, March 22, 2017
    • 1 reply
    • 620 views
    • 
    • Peter Gulia
    • March 24, 2017

50. controlled group with SHMC & diff eligibility

    By hileman, September 13, 2018
    • 1 reply
    • 620 views
    • 
    • Tom Poje
    • September 13, 2018