401(k) Plans

19,319 topics in this forum

1. us citizen working for foreign subsidiary

   By k man, July 30, 2001
   • 3 replies
   • 2.3k views
   • 
   • IRC401
   • August 1, 2001

2. First year 401k plan

   By Guest scott34, August 13, 2008
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • August 13, 2008

3. 401(k) Profit Sharing Plan & ESOP Top Heavy Contributions

   By Jilliandiz, October 20, 2003
   • 1 reply
   • 2.3k views
   • 
   • Tom Poje
   • October 20, 2003

4. Beneficiary Designation

   By Lucky32, June 5, 2024
   • 13 replies
   • 2.3k views
   • 
   • CuseFan
   • June 7, 2024

5. Same Desk Rule

   By Guest SHEILA GRANT, August 2, 2001
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • August 6, 2001

6. LTPT and Automatic Enrollment (and vesting)

   By Gilmore, August 25, 2023
   • 13 replies
   • 2.3k views
   • 
   • Nate X
   • November 8, 2023

7. Prototype Documents

   By austin3515, May 12, 2010
   • 7 replies
   • 2.3k views
   • 
   • Below Ground
   • May 12, 2010

8. "Compensation" for Sole Proprietor

   By Lynn Campbell, September 5, 2003
   • 4 replies
   • 2.3k views
   • 
   • rcline46
   • September 11, 2003

9. Military Leave & Loans

   By Guest EdwardF, August 24, 1999
   • 6 replies
   • 2.3k views
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   • Wessex
   • September 1, 1999

10. One owner, 2 companies - prorate the $170,000 comp limit?

    By MR, March 23, 2001
    • 10 replies
    • 2.3k views
    • 
    • Everett Moreland
    • March 24, 2001

11. BRF - Match Formula

    By Gilmore, January 19, 2016
    • 8 replies
    • 2.3k views
    • 
    • Gilmore
    • January 20, 2016

12. 5330 - 402g Limit

    By CJS07, September 23, 2008
    • 1 reply
    • 2.3k views
    • 
    • Lou S.
    • September 23, 2008

13. Super Basic 401K question(s) - Please Help =)

    By Guest kroach001, September 30, 2008
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • October 11, 2008

14. Rev Proc 2019-19 and delinquent loans

    By ERISARocks, May 16, 2019   

    • 401(k)
    • loans
    • (and 2 more)

      Tagged with:

      • 401(k)
      • loans
      • scp
      • 2019-19
    • 7 replies
    • 2.3k views
    • 
    • RatherBeGolfing
    • May 17, 2019

15. As of trading and gain/losses

    By Guest mporterst, October 25, 2006
    • 2 replies
    • 2.3k views
    • 
    • Peter Gulia
    • October 25, 2006

16. spd disclosure

    By k man, May 11, 2004
    • 7 replies
    • 2.3k views
    • 
    • R. Butler
    • May 18, 2004

17. Deemed Distribution for 0% Vested

    By austin3515, March 9, 2005
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • March 10, 2005

18. Early inclusion in the plan

    By JPIngold, September 17, 2019
    • 11 replies
    • 2.3k views
    • 
    • JPIngold
    • September 23, 2019

19. Multiple employer 401(k) plan question

    By bzorc, February 12, 2001
    • 11 replies
    • 2.3k views
    • 
    • Bob R
    • February 16, 2001

20. EGTRRA Top Heavy Safe Harbor

    By kocak, August 3, 2001
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • August 1, 2002

21. Safe Harbor Notice- SECURE ACT

    By Megan H, January 27, 2020
    • 4 replies
    • 2.3k views
    • 
    • AKconsult
    • January 31, 2020

22. Rate of Match - Benefit, Rights and Features

    By SRM, August 9, 2005
    • 3 replies
    • 2.3k views
    • 
    • SRM
    • August 15, 2005

23. Hardship Withdrawals and Documentation

    By Guest Benmark, November 20, 2001
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • November 21, 2001

24. Auto enroll opt out

    By pmacduff, January 24, 2014
    • 7 replies
    • 2.3k views
    • 
    • pmacduff
    • January 29, 2014

25. 401k and Deferred Compensation Plan for Select Employees

    By Guest Louis Gray, August 5, 2001
    • 1 reply
    • 2.3k views
    • 
    • Jon Chambers
    • August 7, 2001

26. Failure to notify employees of 401k plan's Entry Dates

    By Guest mmacer, January 22, 2002
    • 2 replies
    • 2.3k views
    • 
    • david rigby
    • January 22, 2002

27. Life Insurance Policy in 401(k) Plan

    By Guest michelle02, April 25, 2005
    • 3 replies
    • 2.3k views
    • 
    • mschwechter
    • April 28, 2005

28. Conflict of Interest OR Exclusive Benefit Rule Violation?

    By Guest RIA, February 1, 2007
    • 4 replies
    • 2.3k views
    • 
    • TLGeer
    • February 4, 2007

29. Plan Terminations

    By Guest lap716, November 20, 2009
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • September 22, 2010

30. Allocation Conditions in SH 401(k) Plan

    By MarZDoates, April 30, 2013
    • 4 replies
    • 2.3k views
    • 
    • MarZDoates
    • May 1, 2013

31. Changing Safe Harbor Match Formula Mid-Year?

    By Guest Gibson, March 23, 2001
    • 5 replies
    • 2.3k views
    • 
    • Richard Anderson
    • April 2, 2001

32. Is there anyway to exclude 75 year old non HCE from safe harbor?

    By Guest MaryC, April 16, 2002
    • 18 replies
    • 2.3k views
    • 
    • Guest
    • April 18, 2002

33. ADP/ACP Testing

    By Guest Scrappy, September 13, 2004
    • 1 reply
    • 2.3k views
    • 
    • jquazza
    • September 13, 2004

34. TPA Going out of Business

    By Guest Admin, December 21, 2001
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • December 22, 2001

35. Attributable Match

    By Guest At Peace, December 17, 2002
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • December 18, 2002

36. Vesting for rehired employees after partial plan termination

    By taxllm, September 10, 2009
    • 1 reply
    • 2.3k views
    • 
    • PensionPro
    • September 10, 2009

37. Top-Heavy Minimum/401(m) Matching Part II

    By John A, September 23, 1999
    • 6 replies
    • 2.3k views
    • 
    • John A
    • September 29, 1999

38. partner's $18K deduction

    By thepensionmaven, January 3, 2017
    • 11 replies
    • 2.3k views
    • 
    • ETA Consulting LLC
    • January 4, 2017

39. Catch Up Exceed 100% of Comp

    By jd1433, January 21, 2022
    • 5 replies
    • 2.3k views
    • 
    • Lou S.
    • January 24, 2022

40. Benefits Rights and Features

    By austin3515, April 26, 2018
    • 4 replies
    • 2.3k views
    • 
    • RatherBeGolfing
    • April 27, 2018

41. No Beneficiary on file

    By Guest benefitsanalyst, January 10, 2003
    • 5 replies
    • 2.3k views
    • 
    • mbozek
    • January 13, 2003

42. Top 20% HCE

    By Guest ehayes, April 25, 2003
    • 1 reply
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 25, 2003

43. Corrective distributions

    By Belgarath, January 27, 2004
    • 6 replies
    • 2.3k views
    • 
    • mbozek
    • January 27, 2004

44. 414(s) Compensation Ratio Test

    By buckaroo, June 15, 2018
    • 2 replies
    • 2.3k views
    • 
    • buckaroo
    • June 15, 2018

45. insurance paid by deferrals... PS-58 needed?

    By AlbanyConsultant, August 14, 2025
    • 5 replies
    • 2.3k views
    • 
    • AlbanyConsultant
    • August 19, 2025

46. Elimination of 401(k) match and vesting

    By Guest benefitsanalyst, March 5, 2001
    • 6 replies
    • 2.3k views
    • 
    • KJohnson
    • April 25, 2001

47. Safe harbor amendment deadline

    By Guest jim williams, May 5, 2005
    • 5 replies
    • 2.3k views
    • 
    • WDIK
    • May 6, 2005

48. excess deferrals rolled to IRA

    By 30Rock, January 11, 2014
    • 2 replies
    • 2.3k views
    • 
    • Appleby
    • January 13, 2014

49. Question for CPA's

    By austin3515, May 2, 2003
    • 18 replies
    • 2.3k views
    • 
    • GBurns
    • May 4, 2003

50. Contribution Amount to Use on Schedule H

    By Below Ground, September 25, 2014   

    • Payroll Date Stradles PYE
    • 23 replies
    • 2.3k views
    • 
    • Below Ground
    • October 14, 2014