401(k) Plans

19,275 topics in this forum

1. Additional Form 5330

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

2. Additional funding due on Plan that is terminating

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

3. 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

4. Additional SH & PS

   By Becky Schwing, September 18, 2019
   • 15 replies
   • 1.2k views
   • 
   • Kevin C
   • September 20, 2019

5. 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
   • 1.3k views
   • 
   • jpod
   • February 5, 2019

6. 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

7. additonal safe harbor employer contribution

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

8. Address Changes

   By 401Katie, September 9
   • 4 replies
   • 2.2k views
   • 
   • Paul I
   • September 10

9. Adequate Fiduciary Liability Insurance?

   By khn, April 9, 2014
   • 4 replies
   • 2k views
   • 
   • Peter Gulia
   • April 11, 2014

10. Adjust ADP Refunds for "Gap Period"

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

11. adjustable loan interest rate

    By jeff mandell, November 17, 2024
    • 7 replies
    • 1.1k views
    • 
    • Peter Gulia
    • December 4, 2024

12. Adjusted Dollar Limits

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

13. Adjusted Vesting Calculation

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

14. 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

15. Admin Error - Effect on 5500

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

16. 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

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

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

18. Administering Buyback on Rehire after Forfeiture

    By Guest Patrick Foley, February 23, 2006
    • 9 replies
    • 10.4k views
    • 
    • jpod
    • June 18, 2007

19. Administration and Audits

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

20. Administration Distribution Fees

    By Guest TLCPension, November 4, 2002
    • 19 replies
    • 3.9k views
    • 
    • Mike Preston
    • January 14, 2003

21. Administration fees

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

22. Administration of catch up contributions

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

23. Administrative 415 Limit For Catch-ups

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

24. Administrative Challenge

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

25. Administrative Error - Excess Withholdings

    By 401king, March 9, 2009
    • 7 replies
    • 1.5k views
    • 
    • 401king
    • March 9, 2009

26. Administrative Expenses

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

27. Administrative Fees

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

28. Administrative Fees

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

29. Administrative fees for distribution

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

30. Administrative Guidelines

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

31. Administrative Limit

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

32. Administrator/Plan Options for Canadian Corp.

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

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

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

34. Adopting Employer

    By JMP, May 18, 2020
    • 11 replies
    • 2.4k views
    • 
    • JMP
    • May 21, 2020

35. Adopting Employer

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

36. 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

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

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

38. Adopting Employer no longer wants to have plan

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

39. Adopting provisions - EGTRRA

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

40. 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

41. Adoption Agreement Limits Roth to 50% of Comp

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

42. Adoption Agreement stipulations and insurance

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

43. Adoption Date vs. Effective Date

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

44. Adoption of New Plan

    By Guest lforesz, December 18, 2002
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • December 18, 2002

45. Adoption of Non Safe Harbor 401(k) Plan

    By TPA Bob, December 10, 2018   

    • adoption
    • 7 replies
    • 716 views
    • 
    • Bob the Swimmer
    • December 11, 2018

46. Adoption of safe Harbor 401(k)

    By Guest BHS, September 13, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • September 13, 2001

47. Adoption of Safe Harbor 401(k) and 98-52 Notice Requirement

    By chris, September 5, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 6, 2001

48. Adoption vs. Effective Date of Corrective Amendment

    By Ananda, October 3, 2023
    • 6 replies
    • 941 views
    • 
    • Paul I
    • October 4, 2023

49. ADP

    By Guest elang, April 2, 2012
    • 4 replies
    • 885 views
    • 
    • Guest
    • April 2, 2012

50. ADP - ACP Failure

    By Lou S., February 12, 2010
    • 2 replies
    • 1.7k views
    • 
    • Lou S.
    • February 16, 2010