401(k) Plans

19,275 topics in this forum

1. Temporary Employees

   By Lori Foresz, August 23, 2004
   • 8 replies
   • 8.7k views
   • 
   • mbozek
   • August 27, 2004

2. ROBS 401(k) with existing individual plan and loan

   By matth100, October 2, 2017
   • 8 replies
   • 2.8k views
   • 
   • imchipbrown
   • October 5, 2017

3. Can we reinstate a terminated plan?

   By ESI2015, June 19, 2018
   • 8 replies
   • 4.1k views
   • 
   • Doc Ument
   • June 19, 2018

4. Missed Safe Harbor and ADP testing

   By BG5150, March 9, 2017
   • 8 replies
   • 1.7k views
   • 
   • RatherBeGolfing
   • March 10, 2017

5. One person 401(k) Plan

   By FJR, December 16, 2002
   • 8 replies
   • 1.8k views
   • 
   • Guest
   • December 23, 2002

6. Summary Annual Report

   By Guest benefitsanalyst, September 15, 2004
   • 8 replies
   • 26.2k views
   • 
   • Lori Friedman
   • September 15, 2004

7. Family attribution apply in Top Paid Group election?

   By kwalified, November 12, 2012
   • 8 replies
   • 3.4k views
   • 
   • BG5150
   • November 13, 2012

8. EPCRS Correction / Missed Match

   By austin3515, August 14, 2018
   • 8 replies
   • 1.8k views
   • 
   • RatherBeGolfing
   • August 15, 2018

9. Impact of Roth IRA Contributions on 401(k) Deferral

   By Below Ground, October 28, 2010
   • 8 replies
   • 1.4k views
   • 
   • Below Ground
   • November 1, 2010

10. SH Match Question

    By buckaroo, August 14, 2014
    • 8 replies
    • 2.2k views
    • 
    • MWeddell
    • August 15, 2014

11. Coverage for controlled group with separeate plans

    By MR, April 30, 2001
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • May 2, 2001

12. K-1 Income

    By Guest shm3803, October 28, 2010
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • November 4, 2010

13. 401(k) Nondiscrimination Testing ADP Failure

    By 401(k)Ben, March 15, 2019
    • 8 replies
    • 2.5k views
    • 
    • Kevin C
    • March 18, 2019

14. Eligibility requirements for 401k

    By Pammie57, August 26, 2020
    • 8 replies
    • 1.2k views
    • 
    • Mike Preston
    • August 28, 2020

15. Catch-up 60-63 clarification

    By Tom, November 19, 2024
    • 8 replies
    • 12.3k views
    • 
    • Peter Gulia
    • November 20, 2024

16. 402(g) issue

    By Pammie57, July 6, 2015
    • 8 replies
    • 981 views
    • 
    • Mike Preston
    • July 6, 2015

17. Multiple Employer Plan

    By Guest Mbrockway, March 4, 2004
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • March 5, 2004

18. Can someone tell me the appropriate dollar amount used for the compens

    By k man, November 10, 2000
    • 8 replies
    • 3k views
    • 
    • R. Butler
    • November 15, 2000

19. Terminated Employee???

    By nancy, July 10, 2002
    • 8 replies
    • 2.4k views
    • 
    • Earl
    • July 12, 2002

20. Severance

    By rlb64, September 1, 2005
    • 8 replies
    • 1.9k views
    • 
    • austin3515
    • September 2, 2005

21. DOL Calculator & VFCP Submission re Late Contributions

    By Guest ggbrock, September 29, 2008
    • 8 replies
    • 5.7k views
    • 
    • BG5150
    • November 19, 2008

22. safe harbor plan startup

    By Santo Gold, December 1, 2016
    • 8 replies
    • 2.2k views
    • 
    • Beemer
    • December 19, 2016

23. SAR

    By PS, February 5, 2021
    • 8 replies
    • 957 views
    • 
    • PS
    • March 4, 2021

24. Allowing beneficiary to direct investment.

    By FundeK, January 14, 2004
    • 8 replies
    • 1.8k views
    • 
    • BG5150
    • July 10, 2008

25. Participant Completes Distribution Ppwk - then dies

    By austin3515, June 21, 2011
    • 8 replies
    • 1.9k views
    • 
    • Everett Moreland
    • June 23, 2011

26. Last Day Rule when adopting PS plan late (SECURE Act)

    By Jess C, May 5, 2020
    • 8 replies
    • 1.7k views
    • 
    • Larry Starr
    • May 6, 2020

27. Anyone have experience w/ late deferrals for HCE only?

    By jkharvey, May 18, 2005
    • 8 replies
    • 2.1k views
    • 
    • actuarysmith
    • May 19, 2005

28. Senior Moment

    By thepensionmaven, March 16, 2014
    • 8 replies
    • 1.1k views
    • 
    • Bill Presson
    • March 18, 2014

29. One total account per each participant

    By SSRRS, October 21, 2020
    • 8 replies
    • 1.5k views
    • 
    • BG5150
    • October 23, 2020

30. Same Desk Rule/RevRul 2000-27

    By Christine Roberts, June 17, 2000
    • 8 replies
    • 3.3k views
    • 
    • Guest
    • November 3, 2000

31. Matching By Payroll Period - No True Ups

    By Dennis Povloski, May 17, 2010
    • 8 replies
    • 2.2k views
    • 
    • Dennis Povloski
    • May 18, 2010

32. Solo plan to invest rollover in Real Estate

    By Jim Chad, December 18, 2015
    • 8 replies
    • 1k views
    • 
    • Belgarath
    • January 21, 2016

33. Hours for Vesting

    By Guest Jen Willard, November 27, 2002
    • 8 replies
    • 2.1k views
    • 
    • austin3515
    • November 28, 2002

34. 401K

    By Guest YouKnow, July 26, 2011
    • 8 replies
    • 1.5k views
    • 
    • 12AX7
    • July 26, 2011

35. Excludable Employees

    By Guest Midas, April 20, 2005
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • April 20, 2005

36. Is there a waiting period or not (for testing)?

    By Guest user99, May 22, 2012
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 23, 2012

37. TH min

    By AdKu, February 5, 2021
    • 8 replies
    • 999 views
    • 
    • C. B. Zeller
    • February 11, 2021

38. adding 401K feature

    By Guest MNR, January 30, 2002
    • 8 replies
    • 2.2k views
    • 
    • Erik Read
    • January 31, 2002

39. Deferred Vested Benefit (401k plan)

    By legort69, October 24, 2019
    • 8 replies
    • 4.6k views
    • 
    • Larry Starr
    • October 25, 2019

40. 401k <> safe harbor eligibilty

    By TPApril, May 16, 2023
    • 8 replies
    • 748 views
    • 
    • EBP
    • May 17, 2023

41. URGENT! New Safe Harbor Plan Establishment Deadline

    By Guest bariww, September 30, 2008
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • September 30, 2008

42. company wants to add LLC to current 401(k)

    By Lori H, December 11, 2008
    • 8 replies
    • 2.3k views
    • 
    • K2retire
    • December 19, 2008

43. "true up" for self employed

    By JButtrick, November 20, 2014
    • 8 replies
    • 1.9k views
    • 
    • Craig Garner
    • November 21, 2014

44. last day provision

    By EBDI, September 3, 2015
    • 8 replies
    • 1.7k views
    • 
    • rcline46
    • September 8, 2015

45. Contingent benefit rule

    By Luke Bailey, October 5, 2018
    • 8 replies
    • 3.1k views
    • 
    • Luke Bailey
    • October 9, 2018

46. Loans and a Safe Harbor plan

    By 52626, October 17, 2013
    • 8 replies
    • 5.3k views
    • 
    • Bird
    • October 21, 2013

47. Financial Advice - who can be billed for this service?

    By Guest jhilliard, January 14, 2004
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • January 26, 2004

48. Rollovers of Participant Loans

    By austin3515, November 15, 2012
    • 8 replies
    • 3.1k views
    • 
    • jpod
    • November 16, 2012

49. Two matches

    By MGOAdmin, November 28, 2018   

    • match
    • last day
    • 8 replies
    • 977 views
    • 
    • chc93
    • November 30, 2018

50. ERISA prohibition against free riding

    By fidu, July 31, 2002
    • 8 replies
    • 2.3k views
    • 
    • mbozek
    • September 16, 2002