401(k) Plans

19,320 topics in this forum

1. Late deposit of 401(k) and negative earnings

   By MoShawn, September 23, 2009
   • 9 replies
   • 6k views
   • 
   • chc93
   • April 28, 2017

2. RMD..what age with new chart?

   By stevena, August 14, 2001
   • 9 replies
   • 2k views
   • 
   • stevena
   • August 15, 2001

3. Sole Proprietor Salary Deferral

   By Below Ground, March 7, 2007
   • 9 replies
   • 3.6k views
   • 
   • Below Ground
   • March 9, 2007

4. What is "de minimus"?

   By K2retire, July 15, 2011
   • 9 replies
   • 2.8k views
   • 
   • austin3515
   • July 19, 2011

5. Relief measures for Safe Harbor Match Plans

   By TPA, April 24, 2020
   • 9 replies
   • 1.4k views
   • 
   • Bill Presson
   • June 29, 2020

6. Matching Contributions

   By ratherbereading, January 8, 2015   

   • 401k
   • match
   • 9 replies
   • 1.7k views
   • 
   • Belgarath
   • January 8, 2015

7. 2019 ADP testing deadline

   By 30Rock, March 20, 2020
   • 9 replies
   • 1.2k views
   • 
   • Peter Gulia
   • March 24, 2020

8. Continue contributing after termination?

   By Guest Giovanni, May 28, 2002
   • 9 replies
   • 2.2k views
   • 
   • mbozek
   • May 30, 2002

9. Sale of Employer Stock

   By Randy Watson, April 13, 2005
   • 9 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • April 20, 2005

10. Deferrals from Compensation over the limit

    By Guest HRAdvisor, January 3, 2008
    • 9 replies
    • 3.3k views
    • 
    • Bird
    • February 11, 2008

11. Amend Plan to exclude certain employees

    By TPA Bob, June 12, 2017   

    • exclusions
    • employees
    • (and 1 more)

      Tagged with:

      • exclusions
      • employees
      • amendment
    • 9 replies
    • 2.9k views
    • 
    • Belgarath
    • June 14, 2017

12. Highly Compensated Employee?

    By Guest panther84, April 5, 2009
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • April 9, 2009

13. Coverage problems with excluding employees eligible for a money purcha

    By Guest MES, March 13, 2001
    • 9 replies
    • 3k views
    • 
    • Guest
    • March 15, 2001

14. Conflict of Interest

    By Guest ScottSRoenigk, November 22, 2002
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • December 3, 2002

15. Leased Employee & leasing company can't do pre-tax deferrals

    By Dennis Povloski, April 13, 2010
    • 9 replies
    • 1.8k views
    • 
    • Jim Chad
    • April 14, 2010

16. Wet Signature vs. faxed or copy

    By FundeK, February 20, 2009
    • 9 replies
    • 6.7k views
    • 
    • Guest
    • February 21, 2009

17. When to issue a SMM

    By Guest Bud, March 24, 2005
    • 9 replies
    • 3.2k views
    • 
    • E as in ERISA
    • March 29, 2005

18. Taking Back Matching Contribution?

    By Vlad401k, March 1, 2018
    • 9 replies
    • 2k views
    • 
    • Patricia Neal Jensen
    • March 5, 2018

19. How does a single member LLC deduct 401k from payroll when there is no payroll?

    By Guest dogrescuer, February 27, 2012
    • 9 replies
    • 16.4k views
    • 
    • ETA Consulting LLC
    • March 1, 2012

20. Merging Plans

    By Logan401, April 16, 2013
    • 9 replies
    • 1.7k views
    • 
    • rcline46
    • April 18, 2013

21. eligibility Different eligibility provisions for different job classes

    By TX-TPA-Guy, June 14, 2017   

    • 401(k)
    • job class
    • 9 replies
    • 2.8k views
    • 
    • TX-TPA-Guy
    • June 14, 2017

22. Employer returned 401k forfeiture. Can I put it back into an IRA?

    By Jayman, September 18, 2021
    • 9 replies
    • 5.9k views
    • 
    • C. B. Zeller
    • September 21, 2021

23. 401(k) Safe Harbor Plan

    By Guest Scrappy, August 20, 2004
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2004

24. Truing Up Safe Harbor Match

    By DP, December 8, 2004
    • 9 replies
    • 2.2k views
    • 
    • Bird
    • December 9, 2004

25. January 1 allocation date

    By 30Rock, October 28, 2011
    • 9 replies
    • 1.7k views
    • 
    • 30Rock
    • November 1, 2011

26. Top Heavy Test and 3% Safe Harbor Plan

    By sloble@crowleyfleck.com, July 7, 2004
    • 9 replies
    • 2.4k views
    • 
    • sloble@crowleyfleck.com
    • July 13, 2004

27. Calendar year plan terminating as of 9/30/2003; has a last-day-of-the-plan-year employment requirement for allocations; top-heavy minimum contribution required?

    By Guest StoneWalk, September 25, 2003
    • 9 replies
    • 1.6k views
    • 
    • 401 Chaos
    • September 30, 2003

28. 401k safe harbor plan amendment logistics

    By Gary, June 2, 2009
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • June 4, 2009

29. Coverage and Nondiscrimination Testing

    By ERISA25, October 9, 2013
    • 9 replies
    • 2.6k views
    • 
    • ETA Consulting LLC
    • October 12, 2013

30. Severance Pay

    By k man, October 18, 2002
    • 9 replies
    • 3.1k views
    • 
    • RTK
    • October 18, 2002

31. Recognition of Service

    By Ahuntingus, February 1, 2021
    • 9 replies
    • 1.4k views
    • 
    • Ahuntingus
    • February 2, 2021

32. Deductibility of 3% SHK with DB

    By Jed Macy, January 27, 2002
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • January 30, 2002

33. 401k salary deferrals not deposited at all - employer now has no money

    By Guest JBarn, November 6, 1999
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • November 8, 1999

34. Fee Disclosure-"annually thereafter"

    By Randy Watson, November 8, 2012
    • 9 replies
    • 2.6k views
    • 
    • PFranckowiak
    • November 12, 2012

35. Hardship Tax Withholding Requirements

    By 401king, October 16, 2019
    • 9 replies
    • 10.6k views
    • 
    • rr_sphr
    • October 22, 2019

36. Solo 401k

    By 401kay, December 22, 2022
    • 9 replies
    • 1.3k views
    • 
    • Brian Dunkin
    • March 22, 2023

37. Which employers will use a starter 401(k) deferral-only arrangement?

    By Peter Gulia, July 17, 2023
    • 9 replies
    • 1.2k views
    • 
    • rocknrolls2
    • July 18, 2023

38. Bottom up QNEC guidence

    By Guest cohenron, March 3, 2004
    • 9 replies
    • 2.9k views
    • 
    • austin3515
    • September 13, 2006

39. Mandatory (required) Employee Contribution

    By Guest tjt169, November 25, 2013
    • 9 replies
    • 5.7k views
    • 
    • Guest
    • November 26, 2013

40. Exclusion of Former Shareholders

    By TPA Bob, January 12, 2018
    • 9 replies
    • 1.1k views
    • 
    • Luke Bailey
    • January 17, 2018

41. Safe Harbor Plans with After-tax

    By justatester, September 21, 2021
    • 9 replies
    • 3.2k views
    • 
    • Mr Bagwell
    • September 22, 2021

42. surrender charges paid by employer

    By Guest isg2013, April 18, 2013
    • 9 replies
    • 1.8k views
    • 
    • Kevin C
    • April 18, 2013

43. 401k Plan vs. 403(b) for a non-profit organization

    By Pammie57, January 20, 2022
    • 9 replies
    • 2.5k views
    • 
    • jsample
    • February 2, 2022

44. Matching Contributions and 410(b).

    By Guest Thornton, September 4, 2001
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • September 6, 2001

45. Multiple-employer Plans

    By DTH, April 14, 2003
    • 9 replies
    • 1.8k views
    • 
    • GBurns
    • April 21, 2003

46. Discretionary Match

    By Guest PSH, May 6, 2003
    • 9 replies
    • 10.4k views
    • 
    • Guest
    • May 8, 2003

47. Money Purchase Plan merger

    By Guest jhilliard, June 12, 2003
    • 9 replies
    • 2k views
    • 
    • KJohnson
    • June 13, 2003

48. Safe Harbor Match Calculation Per Payroll Period

    By CAR, March 11, 2014
    • 9 replies
    • 15.1k views
    • 
    • masteff
    • March 12, 2014

49. safe harbor notice for 2017 distributed, but...

    By Belgarath, November 23, 2016
    • 9 replies
    • 1.3k views
    • 
    • Kevin C
    • November 29, 2016

50. Matching Contributions--When is a True-Up Required?

    By Guest CRC02, April 18, 2002
    • 9 replies
    • 4.7k views
    • 
    • pjkoehler
    • April 19, 2002