401(k) Plans

19,275 topics in this forum

1. State Retirement Systems/5500

   By MjInvestments, June 1, 2017   

   • 5500
   • 2 replies
   • 554 views
   • 
   • CuseFan
   • June 1, 2017

2. Participant Loan in Default or not due to CARES Act relief

   By cheersmate, May 3, 2021   

   • loan default
   • cares act loan payment reamortization
   • 3 replies
   • 554 views
   • 
   • C. B. Zeller
   • May 3, 2021

3. Combining Sources

   By 401k Nut, April 25, 2019   

   • 401k
   • 7 replies
   • 554 views
   • 
   • david rigby
   • April 28, 2019

4. Nonqualified IRA funds rolled into 401(k) Plan

   By 401(k)athryn, December 1, 2016   

   • 401(k)
   • nonqualified
   • (and 1 more)

     Tagged with:

     • 401(k)
     • nonqualified
     • rollover
   • 1 reply
   • 554 views
   • 
   • 401king
   • December 1, 2016

5. Plan has Division A and Divison B with Different Match Policies

   By austin3515, December 7, 2023
   • 3 replies
   • 554 views
   • 
   • CuseFan
   • December 7, 2023

6. minimum gateway with statutory exclusion

   By Tom, June 24
   • 2 replies
   • 553 views
   • 
   • Kac1214
   • June 25

7. CPA just called and said he wants to add a Safe Harbor Feature to his existing KPlan

   By CharlesLeggette, January 30, 2017   

   • safe
   • 2 replies
   • 552 views
   • 
   • austin3515
   • January 31, 2017

8. Determine Compensation in a Control Group

   By Basically, February 8, 2022
   • 4 replies
   • 552 views
   • 
   • Basically
   • February 9, 2022

9. Retroactive reinstatement of Safe Harbor nonelective - 3% or 4%?

   By Belgarath, February 17, 2021
   • 2 replies
   • 551 views
   • 
   • Belgarath
   • February 17, 2021

10. 2 Owners, 3 Companies, 3 plans

    By Zoey, February 19, 2019
    • 6 replies
    • 551 views
    • 
    • Zoey
    • February 19, 2019

11. Payroll by payroll Matching Contribution provision Amended to Stop mid year - ACP TEST

    By AdKu, March 1, 2017
    • 5 replies
    • 551 views
    • 
    • AdKu
    • March 7, 2017

12. Participant not notified of eligibility - Correction

    By Vlad401k, June 12
    • 4 replies
    • 551 views
    • 
    • Artie M
    • June 16

13. HCE compensation based on current year

    By AdKu, November 22, 2016
    • 2 replies
    • 551 views
    • 
    • AdKu
    • December 1, 2016

14. For the automatic-contribution requirement, what is the employer?

    By Peter Gulia, March 29
    • 4 replies
    • 551 views
    • 
    • Peter Gulia
    • March 30

15. Fixed Match limit

    By ejohnke, November 27, 2024
    • 3 replies
    • 551 views
    • 
    • Gina Alsdorf
    • November 29, 2024

16. Definition of Matched Contributions

    By Below Ground, May 15, 2017   

    • problems of merging
    • 2 replies
    • 550 views
    • 
    • Below Ground
    • May 18, 2017

17. Enrolling into 401K after years of service

    By Benefits 101, December 16, 2020
    • 2 replies
    • 550 views
    • 
    • Benefits 101
    • December 16, 2020

18. New Company - short plan year

    By Gilmore, December 28, 2018
    • 2 replies
    • 549 views
    • 
    • Gilmore
    • December 28, 2018

19. Escrow Payments

    By ERISA-Bubs, October 2, 2019
    • 1 reply
    • 549 views
    • 
    • Larry Starr
    • October 3, 2019

20. Partial Plan Termination - Gov't Contractor lost bid

    By AdKu, October 17, 2017
    • 1 reply
    • 548 views
    • 
    • CuseFan
    • October 17, 2017

21. ERISA Bond Amount

    By Gadgetfreak, July 19, 2017
    • 2 replies
    • 548 views
    • 
    • 401_noob
    • July 19, 2017

22. Amend Mid-Year to Reduce Safe Harbor 401(k) Match Contributions

    By §#$%!, August 26, 2019
    • 1 reply
    • 548 views
    • 
    • C. B. Zeller
    • August 26, 2019

23. Patriot Act - Qualified plan - Brokerage Account - Trustee SSN?

    By jmartin, November 20, 2021
    • 1 reply
    • 548 views
    • 
    • Peter Gulia
    • November 20, 2021

24. Leased Employees and Counting Hours

    By JustMe, October 3, 2017
    • 2 replies
    • 548 views
    • 
    • JustMe
    • October 3, 2017

25. ADP/ACP, Ratio Percentage

    By fiona1, March 17, 2017
    • 1 reply
    • 548 views
    • 
    • BG5150
    • March 17, 2017

26. GW minimum calculation with dual eligibility requirements for SH & PSC

    By Audrey, April 29
    • 1 reply
    • 547 views
    • 
    • C. B. Zeller
    • April 29

27. Which Employees to Pull in Coverage

    By Madison Roberts, February 21, 2024
    • 4 replies
    • 547 views
    • 
    • CuseFan
    • February 22, 2024

28. Plan allowed participants to exceed 402g

    By austin3515, December 22, 2016
    • 1 reply
    • 547 views
    • 
    • austin3515
    • December 22, 2016

29. Best payroll start date for contributions

    By TPApril, February 16, 2017
    • 4 replies
    • 547 views
    • 
    • Bill Presson
    • February 16, 2017

30. Death of Sole Proprietor

    By ac, July 26, 2022
    • 1 reply
    • 547 views
    • 
    • Peter Gulia
    • July 26, 2022

31. sponsor 401(k) and SEP at same time?

    By M Norton, August 15, 2019
    • 1 reply
    • 547 views
    • 
    • CuseFan
    • August 19, 2019

32. Former safe harbor plan vesting change

    By jas55, June 8, 2020
    • 2 replies
    • 547 views
    • 
    • Lou S.
    • June 8, 2020

33. Terminated employees, business, and 401k plan. SEP IRA?

    By spiritrider, September 21, 2017
    • 1 reply
    • 547 views
    • 
    • CuseFan
    • September 21, 2017

34. Multiemployer Plan - Change in Contract Holder - Does That Participants Eligible for Distribution?

    By MEP, December 13, 2022
    • 5 replies
    • 547 views
    • 
    • MEP
    • January 4, 2023

35. Profit Sharing Plan Adding 401(k) Features

    By mming, July 15
    • 3 replies
    • 547 views
    • 
    • mming
    • July 15

36. Safe Harbor plan, plan merger and the top heavy exemption

    By AJ North, October 24, 2022
    • 1 reply
    • 547 views
    • 
    • Lou S.
    • October 24, 2022

37. Basic, Supplement, & Roth

    By ciscokidyo, September 12, 2018
    • 4 replies
    • 546 views
    • 
    • chc93
    • September 12, 2018

38. Top Heavy Minimum Contribution

    By metsfan026, March 1, 2024
    • 3 replies
    • 546 views
    • 
    • Lou S.
    • March 1, 2024

39. Related Company and Compensation for ADP Test

    By Tom, February 7, 2023
    • 1 reply
    • 546 views
    • 
    • Bill Presson
    • February 7, 2023

40. Safe Harbor Notice

    By Earl, April 13, 2018
    • 2 replies
    • 546 views
    • 
    • Earl
    • April 22, 2018

41. 401k enrollment date versus contribution change date

    By ACK, January 12, 2022
    • 2 replies
    • 546 views
    • 
    • ACK
    • January 12, 2022

42. RMDs and Taxes

    By ratherbereading, November 20, 2024
    • 1 reply
    • 546 views
    • 
    • Lou S.
    • November 20, 2024

43. Cross tested Calc

    By Pammie57, March 14, 2017
    • 4 replies
    • 546 views
    • 
    • CuseFan
    • March 14, 2017

44. Adoption Agreement Limits Roth to 50% of Comp

    By roundlou, May 18, 2023
    • 4 replies
    • 546 views
    • 
    • Peter Gulia
    • May 19, 2023

45. Cycle 3 Discretionary Match - When is the first notice due?

    By 401king, January 17, 2023
    • 3 replies
    • 545 views
    • 
    • RatherBeGolfing
    • January 17, 2023

46. Deferrals and PPP

    By Jakyasar, June 2, 2020
    • 2 replies
    • 545 views
    • 
    • Jakyasar
    • June 2, 2020

47. All time record for ADP %

    By Tom Poje, March 1, 2017
    • 5 replies
    • 545 views
    • 
    • Mike Preston
    • March 1, 2017

48. 2023 Profit Sharing contribution made to 2024 PEP

    By Keith Lowery, April 8, 2024
    • 1 reply
    • 544 views
    • 
    • Bri
    • April 9, 2024

49. Plan Expenses and PPP forgiveness?

    By justanotheradmin, May 21, 2020
    • 1 reply
    • 544 views
    • 
    • Larry Starr
    • May 21, 2020

50. Flexible Discretionary Match Formula

    By Transplant, April 1
    • 1 reply
    • 544 views
    • 
    • Paul I
    • April 1