401(k) Plans

19,275 topics in this forum

1. Deferrals from Compensation over the limit

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

2. 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

3. Highly Compensated Employee?

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

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

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

5. Conflict of Interest

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

6. 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

7. Wet Signature vs. faxed or copy

   By FundeK, February 20, 2009
   • 9 replies
   • 6.6k views
   • 
   • Guest
   • February 21, 2009

8. When to issue a SMM

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

9. Taking Back Matching Contribution?

   By Vlad401k, March 1, 2018
   • 9 replies
   • 1.9k views
   • 
   • Patricia Neal Jensen
   • March 5, 2018

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

    By Guest dogrescuer, February 27, 2012
    • 9 replies
    • 16.2k views
    • 
    • ETA Consulting LLC
    • March 1, 2012

11. Merging Plans

    By Logan401, April 16, 2013
    • 9 replies
    • 1.6k views
    • 
    • rcline46
    • April 18, 2013

12. eligibility Different eligibility provisions for different job classes

    By TX-TPA-Guy, June 14, 2017   

    • 401(k)
    • job class
    • 9 replies
    • 2.7k views
    • 
    • TX-TPA-Guy
    • June 14, 2017

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

    By Jayman, September 18, 2021
    • 9 replies
    • 5.4k views
    • 
    • C. B. Zeller
    • September 21, 2021

14. 401(k) Safe Harbor Plan

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

15. Truing Up Safe Harbor Match

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

16. January 1 allocation date

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

17. 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

18. 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

19. 401k safe harbor plan amendment logistics

    By Gary, June 2, 2009
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • June 4, 2009

20. Coverage and Nondiscrimination Testing

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

21. Severance Pay

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

22. Recognition of Service

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

23. Deductibility of 3% SHK with DB

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

24. 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

25. Fee Disclosure-"annually thereafter"

    By Randy Watson, November 8, 2012
    • 9 replies
    • 2.5k views
    • 
    • PFranckowiak
    • November 12, 2012

26. Hardship Tax Withholding Requirements

    By 401king, October 16, 2019
    • 9 replies
    • 9.5k views
    • 
    • rr_sphr
    • October 22, 2019

27. Solo 401k

    By 401kay, December 22, 2022
    • 9 replies
    • 1.2k views
    • 
    • Brian Dunkin
    • March 22, 2023

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

    By Peter Gulia, July 17, 2023
    • 9 replies
    • 1.1k views
    • 
    • rocknrolls2
    • July 18, 2023

29. Bottom up QNEC guidence

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

30. Mandatory (required) Employee Contribution

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

31. Exclusion of Former Shareholders

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

32. Safe Harbor Plans with After-tax

    By justatester, September 21, 2021
    • 9 replies
    • 2.9k views
    • 
    • Mr Bagwell
    • September 22, 2021

33. surrender charges paid by employer

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

34. 401k Plan vs. 403(b) for a non-profit organization

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

35. Matching Contributions and 410(b).

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

36. Multiple-employer Plans

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

37. Discretionary Match

    By Guest PSH, May 6, 2003
    • 9 replies
    • 10.3k views
    • 
    • Guest
    • May 8, 2003

38. Money Purchase Plan merger

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

39. Safe Harbor Match Calculation Per Payroll Period

    By CAR, March 11, 2014
    • 9 replies
    • 14.9k views
    • 
    • masteff
    • March 12, 2014

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

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

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

    By Guest CRC02, April 18, 2002
    • 9 replies
    • 4.6k views
    • 
    • pjkoehler
    • April 19, 2002

42. start up company & start up plan

    By Earl, September 25, 2008
    • 9 replies
    • 1.7k views
    • 
    • Earl
    • September 26, 2008

43. 415 excess

    By justatester, June 3, 2022
    • 9 replies
    • 1k views
    • 
    • Nate S
    • June 11, 2022

44. Terminated Participants charged their share of fees.

    By Guest Tim Breedlove, June 7, 2000
    • 9 replies
    • 2.5k views
    • 
    • EGB
    • June 9, 2000

45. Group Annuity Contracts in a 401k

    By Guest pon66, April 5, 2001
    • 9 replies
    • 10.8k views
    • 
    • KJohnson
    • September 24, 2002

46. eligibility

    By pmacduff, November 16, 2017
    • 9 replies
    • 2.7k views
    • 
    • Tom Poje
    • November 21, 2017

47. Simple 401(k)-exclusive plan requirement

    By AndyH, April 5, 2001
    • 9 replies
    • 2.7k views
    • 
    • Appleby
    • April 9, 2001

48. Roth Catch-Up Contribution

    By khn, July 19, 2023
    • 9 replies
    • 1.4k views
    • 
    • bito'money
    • July 21, 2023

49. Can I force out a terminee

    By RayJJohnsonJr, September 26, 2011
    • 9 replies
    • 5.9k views
    • 
    • mbozek
    • February 8, 2012

50. entry date

    By EBDI, May 24, 2016
    • 9 replies
    • 1.8k views
    • 
    • EBDI
    • May 26, 2016