401(k) Plans

19,319 topics in this forum

1. Adding Salary Deferral and Safe Harbor Match

   By Dougsbpc, December 28, 2012
   • 1 reply
   • 1.4k views
   • 
   • Lou S.
   • December 28, 2012

2. Adding Target-Date Funds as QDIA- Committee Procedures

   By kshawbenefits, November 11, 2018   

   • target-date funds
   • investment committee
   • 5 replies
   • 704 views
   • 
   • kshawbenefits
   • November 13, 2018

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

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

4. adding wife of owner

   By Pixie, October 2, 2024
   • 3 replies
   • 1.1k views
   • 
   • Peter Gulia
   • October 3, 2024

5. Addition of 401k Safe Harbor to existing profit sharing language.

   By Guest Bucker, October 23, 2001
   • 1 reply
   • 1.4k views
   • 
   • rcline46
   • October 24, 2001

6. Addition of investment alternative - advance notice requirement?

   By Belgarath, January 12, 2023
   • 3 replies
   • 717 views
   • 
   • Peter Gulia
   • February 7, 2023

7. Additional Correction to an ADP Test

   By justatester, October 12, 2016
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • October 13, 2016

8. Additional Form 5330

   By Guest koo, June 2, 2010
   • 0 replies
   • 942 views
   • 
   • Guest
   • June 2, 2010

9. Additional funding due on Plan that is terminating

   By MaryM, December 11, 2015
   • 2 replies
   • 651 views
   • 
   • MaryM
   • December 11, 2015

10. Additional non-elective contributions in a safe harbor 401(k)

    By KateSmithPA, April 6, 2001
    • 3 replies
    • 1.7k views
    • 
    • Richard Anderson
    • April 6, 2001

11. Additional SH & PS

    By Becky Schwing, September 18, 2019
    • 15 replies
    • 1.3k views
    • 
    • Kevin C
    • September 20, 2019

12. additonal income for S corp owner

    By s2mone, February 1, 2019   

    • compenstion
    • s corp
    • (and 1 more)

      Tagged with:

      • compenstion
      • s corp
      • adp
    • 8 replies
    • 1.4k views
    • 
    • jpod
    • February 5, 2019

13. Additonal match contribution on top of safe harbor match?

    By R. Butler, March 16, 2001
    • 5 replies
    • 2.9k views
    • 
    • Richard Anderson
    • March 20, 2001

14. additonal safe harbor employer contribution

    By LIBERTYKID, July 11, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • July 11, 2008

15. Address Changes

    By 401Katie, September 9, 2025
    • 4 replies
    • 2.4k views
    • 
    • Paul I
    • September 10, 2025

16. Adequate Fiduciary Liability Insurance?

    By khn, April 9, 2014
    • 4 replies
    • 2.1k views
    • 
    • Peter Gulia
    • April 11, 2014

17. Adjust ADP Refunds for "Gap Period"

    By austin3515, March 11, 2020
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 13, 2020

18. adjustable loan interest rate

    By jeff mandell, November 17, 2024
    • 7 replies
    • 1.2k views
    • 
    • Peter Gulia
    • December 4, 2024

19. Adjusted Dollar Limits

    By Guest Kennedy, November 8, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 8, 1999

20. Adjusted Vesting Calculation

    By Jegan, March 31, 2015
    • 2 replies
    • 1.9k views
    • 
    • Jegan
    • March 31, 2015

21. Admin Error - contributions withheld after-tax instead of pre-tax

    By Guest smstls, January 29, 2005
    • 4 replies
    • 1.5k views
    • 
    • JDuns
    • January 31, 2005

22. Admin Error - Effect on 5500

    By Guest liljunebug, March 14, 2008
    • 6 replies
    • 1.6k views
    • 
    • Earl
    • March 23, 2008

23. Admin Fee Survey? Any one interested in paticipating?

    By Cathy from Chicago, August 29, 2000
    • 2 replies
    • 1.5k views
    • 
    • Cathy from Chicago
    • August 31, 2000

24. Admin for 9/30/02 plan year end

    By FJR, September 14, 2002
    • 2 replies
    • 1.5k views
    • 
    • FJR
    • September 17, 2002

25. Administering Buyback on Rehire after Forfeiture

    By Guest Patrick Foley, February 23, 2006
    • 9 replies
    • 10.5k views
    • 
    • jpod
    • June 18, 2007

26. Administration and Audits

    By Guest Melissa Winslow, April 24, 2002
    • 10 replies
    • 2.2k views
    • 
    • BeckyMiller
    • May 10, 2002

27. Administration Distribution Fees

    By Guest TLCPension, November 4, 2002
    • 19 replies
    • 4k views
    • 
    • Mike Preston
    • January 14, 2003

28. Administration fees

    By Guest LBH, August 30, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 1999

29. Administration of catch up contributions

    By Guest Diane DuFresne, February 5, 2002
    • 17 replies
    • 2.8k views
    • 
    • Guest
    • February 20, 2002

30. Administrative 415 Limit For Catch-ups

    By austin3515, June 28, 2016
    • 1 reply
    • 907 views
    • 
    • Kevin C
    • June 28, 2016

31. Administrative Challenge

    By Gary, December 19, 2008
    • 6 replies
    • 1.5k views
    • 
    • JanetM
    • December 23, 2008

32. Administrative Error - Excess Withholdings

    By 401king, March 9, 2009
    • 7 replies
    • 1.6k views
    • 
    • 401king
    • March 9, 2009

33. Administrative Expenses

    By austin3515, August 14, 2003
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • August 15, 2003

34. Administrative Fees

    By Guest cconnell, June 28, 2006
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • June 28, 2006

35. Administrative Fees

    By Nassau, October 6, 2010
    • 1 reply
    • 942 views
    • 
    • GMK
    • October 6, 2010

36. Administrative fees for distribution

    By Guest Rick Butler, May 19, 2000
    • 3 replies
    • 1.8k views
    • 
    • MoJo
    • May 23, 2000

37. Administrative Guidelines

    By Guest Tom Antonielli, May 1, 2001
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • May 2, 2001

38. Administrative Limit

    By Earl, October 22, 2008
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • October 23, 2008

39. Administrator/Plan Options for Canadian Corp.

    By Cathy from Chicago, April 12, 2000
    • 1 reply
    • 1.3k views
    • 
    • Jon Chambers
    • May 1, 2000

40. Adopt 2yr/5yr Inservice Dist. Rule for Roth Conversions

    By namealreadyinuse, May 10, 2006
    • 5 replies
    • 1.2k views
    • 
    • jevd
    • May 11, 2006

41. Adopting Employer

    By JMP, May 18, 2020
    • 11 replies
    • 2.5k views
    • 
    • JMP
    • May 21, 2020

42. Adopting Employer

    By Guest lswhittle, October 26, 2006
    • 3 replies
    • 4k views
    • 
    • Guest
    • October 30, 2006

43. Adopting Employer and contribution levels

    By ldr, October 9, 2017   

    • profit sharing
    • non-discrimination
    • (and 1 more)

      Tagged with:

      • profit sharing
      • non-discrimination
      • coverage
    • 9 replies
    • 1.4k views
    • 
    • Mr Bagwell
    • October 10, 2017

44. Adopting Employer doesn't want to fund safe harbor contribution

    By Rai401k, December 11, 2014
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • December 11, 2014

45. Adopting Employer no longer wants to have plan

    By jkharvey, May 20, 2004
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • May 20, 2004

46. Adopting provisions - EGTRRA

    By Guest mparker2028, December 6, 2005
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 6, 2005

47. Adopting Safe Harbor features to an existing 401(k) Plan

    By Guest dhoefer, February 27, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 28, 2002

48. Adoption Agreement Limits Roth to 50% of Comp

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

49. Adoption Agreement stipulations and insurance

    By Guest caddieadmin, February 17, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • February 17, 2007

50. Adoption Date vs. Effective Date

    By Guest LKHartnett, September 10, 2002
    • 2 replies
    • 7.1k views
    • 
    • Guest
    • September 10, 2002