401(k) Plans

19,321 topics in this forum

1. Roth Safe Harbor Plan

   By RLTGroup, May 6, 2013   

   • Roth
   • Safe Harbor
   • (and 1 more)

     Tagged with:

     • Roth
     • Safe Harbor
     • Post Tax
   • 6 replies
   • 2.2k views
   • 
   • RLTGroup
   • May 8, 2013

2. Too much employer deposit!

   By justanotheradmin, March 28, 2014
   • 6 replies
   • 1.3k views
   • 
   • justanotheradmin
   • March 28, 2014

3. Merging SH Plan into Non-SH Plan

   By austin3515, August 29, 2014
   • 6 replies
   • 1.4k views
   • 
   • Kevin C
   • September 2, 2014

4. Control Group - Restaurants

   By coleboy, May 19, 2017
   • 6 replies
   • 787 views
   • 
   • ESOP Guy
   • May 19, 2017

5. Control Group/ Testing

   By pixmax, September 10, 2009
   • 6 replies
   • 2k views
   • 
   • Sully
   • September 10, 2009

6. Minimum Deferral Percentage

   By justatester, May 6, 2013
   • 6 replies
   • 1.8k views
   • 
   • Doghouse
   • May 7, 2013

7. Correct Matching Schedule

   By Guest JWBrown, March 22, 2000
   • 6 replies
   • 1.5k views
   • 
   • John A
   • March 27, 2000

8. Options for a participating employer in a safe harbor plan when there is a purchase

   By 30Rock, February 15, 2024
   • 6 replies
   • 661 views
   • 
   • 30Rock
   • February 15, 2024

9. Included Excluded Employees

   By goldtpa, December 30, 2011
   • 6 replies
   • 2.5k views
   • 
   • EBDI
   • November 30, 2012

10. New Hardship Rules -proof of hardship

    By ratherbereading, June 17, 2021
    • 6 replies
    • 1.5k views
    • 
    • Peter Gulia
    • June 24, 2021

11. top heavy plan with no employer discretionary profit sharing contribut

    By Guest ROB VIDOVICH, May 8, 2001
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • April 4, 2002

12. Eligibility Rules

    By MBCarey, June 6, 2002
    • 6 replies
    • 2k views
    • 
    • MBCarey
    • June 7, 2002

13. Short Plan Year

    By jkdoll2, January 15, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 21, 2009

14. Amending match contribution to add last day/hours requirement

    By R. Butler, February 12, 2019
    • 6 replies
    • 2.5k views
    • 
    • dmwe
    • February 15, 2019

15. statutory exclusion for ADP ACP test

    By Tom, April 10, 2024
    • 6 replies
    • 874 views
    • 
    • Bri
    • April 12, 2024

16. "loan balance" when considering max amount

    By Brian Gallagher, April 3, 2003
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 7, 2003

17. Deferral Deductibility

    By Lucky32, April 16, 2021
    • 6 replies
    • 1.3k views
    • 
    • Bob the Swimmer
    • April 19, 2021

18. 401 k on layoff

    By Guest cris, October 28, 2001
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • October 29, 2001

19. Over 5% owner if stock is sold Jan 1?

    By DPL, February 29, 2016
    • 6 replies
    • 859 views
    • 
    • Peter Gulia
    • March 1, 2016

20. incorrect testing

    By K2retire, June 21, 2016
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 27, 2016

21. Prohibited Transaction - how to correct?

    By Blinky the 3-eyed Fish, June 30, 2011
    • 6 replies
    • 2.7k views
    • 
    • Kevin C
    • July 1, 2011

22. Limiting 401(k) deferrals to use catch-up to pass ADP

    By drakecohen, November 29, 2012
    • 6 replies
    • 1.1k views
    • 
    • MWeddell
    • December 7, 2012

23. ADP Failure but funds rolled over

    By Blinky the 3-eyed Fish, March 28, 2017
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 29, 2017

24. Enrollment

    By mjf06241972, March 28, 2018   

    • enrollment 401k employees
    • 6 replies
    • 2k views
    • 
    • Kevin C
    • March 29, 2018

25. how much TIME???????

    By Guest kase59, April 17, 2001
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • April 18, 2001

26. 401(k) contributions based on age & service

    By Guest Nautical, September 13, 2005
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • September 13, 2005

27. Plan design question

    By SteveH, August 17, 2006
    • 6 replies
    • 1.5k views
    • 
    • QDROphile
    • August 18, 2006

28. deferrals not authorized by employee

    By k man, February 11, 2009
    • 6 replies
    • 1.5k views
    • 
    • XTitan
    • February 13, 2009

29. Failure to make safe harbor/profit sharing contribution

    By Doghouse, September 2, 2014
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • September 4, 2014

30. Unregulated institution

    By sunnyj, October 23, 2018
    • 6 replies
    • 832 views
    • 
    • Larry Starr
    • October 23, 2018

31. Safe Harbor Contribution True-Up

    By metsfan026, August 20, 2021
    • 6 replies
    • 867 views
    • 
    • maryflemingphr@yahoo.com
    • August 23, 2021

32. Cancel an IRS Fire.com File Submission

    By Gadgetfreak, March 21, 2023
    • 6 replies
    • 1.3k views
    • 
    • Gadgetfreak
    • March 22, 2023

33. Elimination of 401(k) match and vesting

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

34. Key Employees - Top Heavy

    By Guest Shaf, February 1, 2005
    • 6 replies
    • 4.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 4, 2005

35. Employee rehired after plan started

    By 401king, July 31, 2013
    • 6 replies
    • 1.6k views
    • 
    • 12AX7
    • August 1, 2013

36. Request to stop loan paymemts

    By jmartin, February 6, 2017
    • 6 replies
    • 938 views
    • 
    • ESOP Guy
    • February 6, 2017

37. Safe harbor match - document silent on calculation period

    By WCC, April 3, 2019
    • 6 replies
    • 1.4k views
    • 
    • JustMe
    • July 22, 2019

38. Prevailing Wage and 401k

    By mjf06241972, November 12, 2019
    • 6 replies
    • 5.6k views
    • 
    • mjf06241972
    • November 12, 2019

39. discretionary true-up match amendment

    By Roxie99, July 8, 2022
    • 6 replies
    • 1.3k views
    • 
    • Roxie99
    • July 19, 2022

40. Non-profit entity and for profit entity--403(b) and 401(k)

    By Guest DLevine, January 13, 2003
    • 6 replies
    • 3k views
    • 
    • jpod
    • January 14, 2003

41. 401(k) Spousal Consent Question

    By Guest arocket, August 17, 2006
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • August 18, 2006

42. No Covid distribution/loan for you

    By Mr Bagwell, April 7, 2020
    • 6 replies
    • 845 views
    • 
    • Mr Bagwell
    • April 7, 2020

43. Deductibility of match forfeitures.

    By Guest, August 31, 2000
    • 6 replies
    • 1.8k views
    • 
    • rcline46
    • September 1, 2000

44. Simple 401(k) To A Simple 401(k) Or Other Qp

    By Guest AFRICA6796, October 29, 2001
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • October 29, 2001

45. S/H 401(k) Non Discrim Testing Question

    By MarZDoates, January 4, 2007
    • 6 replies
    • 2k views
    • 
    • MarZDoates
    • January 9, 2007

46. Is a not-for-profit company's 401(k) plan exempt from filing Form 5500?

    By Lori Foresz, September 16, 2003
    • 6 replies
    • 2.8k views
    • 
    • goldtpa
    • September 19, 2003

47. After Tax contribution limit

    By Guest Mst Shake, December 19, 2008
    • 6 replies
    • 3.3k views
    • 
    • Bird
    • December 22, 2008

48. Revenue Sharing Payments

    By HarleyBabe, April 4, 2019
    • 6 replies
    • 2.5k views
    • 
    • FPGuy
    • April 5, 2019

49. Plan's NRA is 55 and Participant is leaving on medical disability at age 56

    By Pammie57, June 11, 2024
    • 6 replies
    • 643 views
    • 
    • Peter Gulia
    • June 13, 2024

50. Form 5330

    By Guest mwest, July 17, 2001
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • July 20, 2001