401(k) Plans

19,321 topics in this forum

1. Safe Harbor CODA w/after-tax

   By Guest jae3207, September 18, 2006
   • 6 replies
   • 1.9k views
   • 
   • Jim Chad
   • September 20, 2006

2. Crazy anti-alienation issue

   By ERISAatty, July 6, 2011
   • 6 replies
   • 2.7k views
   • 
   • mbozek
   • October 13, 2012

3. New Comp Basics

   By LarryPensions, March 28, 2023   

   • new comparability
   • profit sharing calculation
   • (and 1 more)

     Tagged with:

     • new comparability
     • profit sharing calculation
     • correction method
   • 6 replies
   • 1k views
   • 
   • AKowalski
   • March 30, 2023

4. Military Leave Question

   By Guest KD40, February 10, 2004
   • 6 replies
   • 2k views
   • 
   • austin3515
   • February 7, 2011

5. Max Loan Amount

   By Guest good2brich, March 26, 2004
   • 6 replies
   • 1.7k views
   • 
   • E as in ERISA
   • March 26, 2004

6. Help with Vesting

   By DP, December 21, 2004
   • 6 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • December 22, 2004

7. short plan year and deferrals

   By Guest JBarid, October 16, 2006
   • 6 replies
   • 5k views
   • 
   • Guest
   • October 17, 2006

8. HCE Elections fo ADP Refunds

   By austin3515, March 4, 2010
   • 6 replies
   • 1.1k views
   • 
   • austin3515
   • March 6, 2010

9. Odd Plan Year Entry Dates

   By Tinman, August 18, 2010
   • 6 replies
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • August 19, 2010

10. matching contribution

    By Scuba 401, September 14, 2011
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 19, 2011

11. 2024 safe harbor notices

    By Belgarath, October 25, 2023
    • 6 replies
    • 980 views
    • 
    • Bird
    • November 2, 2023

12. 401k administration fees

    By Guest Mark Porter, August 6, 2001
    • 6 replies
    • 2.3k views
    • 
    • actuarysmith
    • August 13, 2001

13. Family Attribution-grandchild

    By Guest lindamichals, January 15, 2003
    • 6 replies
    • 3.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 16, 2003

14. SCP - Past 2 year period. What now?

    By fiona1, November 9, 2004
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • November 9, 2004

15. Automatic Enrollment/Negative Election

    By Guest Robin.Wolf, September 15, 2005
    • 6 replies
    • 1.9k views
    • 
    • RCK
    • September 20, 2005

16. In-Service to Offset Loan

    By austin3515, March 12, 2011
    • 6 replies
    • 2.1k views
    • 
    • 12AX7
    • March 14, 2011

17. Loan Question

    By Deaconmomma, January 19, 2016
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • January 20, 2016

18. Open Enrollment / Special Enrollment

    By BLM, April 29, 2016
    • 6 replies
    • 3.8k views
    • 
    • GMK
    • April 29, 2016

19. Allocation between Roth and non-Roth amounts when participant receives partial distribution from plan

    By Luke Bailey, April 4, 2018   

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

      Tagged with:

      • roth
      • 401(k)
      • non-roth
      • distribution
    • 6 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • April 5, 2018

20. Do you do SSA's?

    By MR, October 11, 2000
    • 6 replies
    • 1.9k views
    • 
    • R. Butler
    • October 12, 2000

21. Can anyone help with proposed SPD language? - re: automatic 401(k) enrollment

    By ERISAatty, October 15, 2004
    • 6 replies
    • 1.8k views
    • 
    • g8r
    • October 16, 2004

22. Employee wants to terminate service to avoid loan repayment

    By katie58, October 15, 2011
    • 6 replies
    • 1.6k views
    • 
    • katie58
    • October 18, 2011

23. Can we have regular SH match with auto-enrollment

    By BG5150, February 10, 2017
    • 6 replies
    • 1.4k views
    • 
    • WCC
    • February 10, 2017

24. DOL Calculator w/o VFCP Filing

    By austin3515, June 19, 2006
    • 6 replies
    • 2.5k views
    • 
    • austin3515
    • June 28, 2006

25. Missed contribution by employer

    By Dhaval Mehta, April 9, 2019
    • 6 replies
    • 2.6k views
    • 
    • justanotheradmin
    • April 10, 2019

26. QNEC and Catch-Ups

    By Mr Bagwell, June 15, 2023
    • 6 replies
    • 1.7k views
    • 
    • Mr Bagwell
    • June 22, 2023

27. How do you calculate deduction limits for a 401(k) and an ESOP?

    By Guest lawdawg, January 26, 2001
    • 6 replies
    • 2k views
    • 
    • stephen
    • January 30, 2001

28. 945's & 1096's

    By austin3515, May 4, 2005
    • 6 replies
    • 2k views
    • 
    • austin3515
    • May 4, 2005

29. Ineligible In-Service Withdrawal

    By emmetttrudy, March 30, 2009
    • 6 replies
    • 2.8k views
    • 
    • jlea
    • March 31, 2009

30. What to pro-ate for short plan year?

    By BG5150, February 4, 2010
    • 6 replies
    • 4.6k views
    • 
    • BG5150
    • July 13, 2011

31. Loan Repayment Beyond 5 Year after Deemed Distribution

    By ERISA11, October 25, 2017   

    • loan default
    • deemed distribution
    • (and 2 more)

      Tagged with:

      • loan default
      • deemed distribution
      • maximum repayment period
      • repayment
    • 6 replies
    • 2.7k views
    • 
    • chc93
    • October 26, 2017

32. Missed Deferral Opp Fixes

    By Rai401k, May 29, 2014
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • May 30, 2014

33. 401(k) Employee Interest Survey

    By ljr, July 21, 2004
    • 6 replies
    • 4k views
    • 
    • ljr
    • July 27, 2004

34. Rolling MP $ into PSP

    By doombuggy, June 19, 2006
    • 6 replies
    • 1.7k views
    • 
    • JanetM
    • June 20, 2006

35. Guaranteed Payments to Partners in an LLC

    By Guest DCquestioner, February 13, 2009
    • 6 replies
    • 9.3k views
    • 
    • BeckyMiller
    • February 25, 2009

36. Possible Automatic Extension for 5500's?

    By austin3515, July 22, 2010
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • July 26, 2010

37. Pro Rata QNEC and Bottom Up QNEC

    By austin3515, January 9, 2013
    • 6 replies
    • 3.7k views
    • 
    • MoShawn
    • January 11, 2013

38. Late Top Heavy Minimum Contributions

    By jpokusa, May 23, 2018   

    • top heavy
    • minimum contributions
    • (and 2 more)

      Tagged with:

      • top heavy
      • minimum contributions
      • late contributions
      • excise taxes
    • 6 replies
    • 1.2k views
    • 
    • Luke Bailey
    • May 24, 2018

39. Summary Annual Report Model Notice Updates

    By 5500sorBust, June 11, 2019
    • 6 replies
    • 3.3k views
    • 
    • Kristina
    • June 13, 2019

40. PS Sharing vs CODA

    By justatester, September 26, 2022
    • 6 replies
    • 706 views
    • 
    • justatester
    • September 30, 2022

41. Schedule C to LLC - SEP *AND* Solo(k)?

    By Leopurrd, August 19, 2005
    • 6 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2005

42. Top-Heavy Minimum

    By Debbie Rath, September 11, 2018
    • 6 replies
    • 1.4k views
    • 
    • 401_noob
    • September 12, 2018

43. Controlled Group Testing

    By Guest Phineas, July 22, 2010
    • 6 replies
    • 1.9k views
    • 
    • Mike Preston
    • August 18, 2010

44. IRS Penalty Notice CP-283 and Approved Extension

    By steverenner, September 24, 2013
    • 6 replies
    • 4.6k views
    • 
    • Tom Poje
    • September 25, 2013

45. 10% Penalty Exemptions

    By Guest MbCarey, May 3, 2010
    • 6 replies
    • 2.1k views
    • 
    • GMK
    • May 3, 2010

46. 401(k) rollover

    By Benefits to all, December 6, 2012
    • 6 replies
    • 1.1k views
    • 
    • Benefits to all
    • December 6, 2012

47. Amending the definition of Comp for current Plan Year

    By Benefits Vet, July 28, 2020
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • July 30, 2020

48. What does a 401k plan do when they receive a notice of rejection from

    By Guest Leonard, August 10, 2000
    • 6 replies
    • 2.7k views
    • 
    • KIP KRAUS
    • August 11, 2000

49. Notice to Interested Parties

    By Guest JWB19, January 11, 2010
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • January 19, 2010

50. Beneficiary of account is an old boyfriend - Can family change after death?

    By 401king, June 21, 2013
    • 6 replies
    • 1.8k views
    • 
    • ForksnKnives
    • June 27, 2013