401(k) Plans

19,321 topics in this forum

1. Enrollment Statistics on SH Match vs SH Nonelective

   By EJS_TPA, January 10, 2025   

   • help
   • 6 replies
   • 745 views
   • 
   • R Griffith
   • January 28, 2025

2. Passage of time eligibility

   By 30Rock, November 5, 2025
   • 6 replies
   • 892 views
   • 
   • RatherBeGolfing
   • November 11, 2025

3. Requirements for new deferral or insurance elections?

   By AlbanyConsultant, July 28, 2005
   • 6 replies
   • 1.5k views
   • 
   • WDIK
   • July 28, 2005

4. plan compensation

   By mehmgo, January 15, 2013
   • 6 replies
   • 2.9k views
   • 
   • Kevin C
   • January 18, 2013

5. Last Day of Plan Year - Matching Contribution

   By abernat, May 11, 2016
   • 6 replies
   • 1.1k views
   • 
   • My 2 cents
   • May 11, 2016

6. Changing from eligible to excluded class

   By Debbie A., April 19, 2019
   • 6 replies
   • 6.7k views
   • 
   • Luke Bailey
   • April 22, 2019

7. quarterly benefit statements

   By R. Butler, December 13, 2006
   • 6 replies
   • 2.2k views
   • 
   • Belgarath
   • December 13, 2006

8. Failure to Auto-Enroll Employee Correction?

   By holdco, August 18, 2011
   • 6 replies
   • 3.3k views
   • 
   • K2retire
   • August 26, 2011

9. determining what are salary deferrals

   By AJC, April 19, 2019
   • 6 replies
   • 1.3k views
   • 
   • AJC
   • April 23, 2019

10. 401(k) payroll deductions and employer match

    By Guest Leo, December 2, 1999
    • 6 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • February 1, 2000

11. Part-Time Employee Exclusions & Secure Act

    By metsfan026, January 9, 2024
    • 6 replies
    • 1.7k views
    • 
    • Belgarath
    • January 11, 2024

12. Loans and fees

    By Guest CAM223, March 30, 2004
    • 6 replies
    • 1.9k views
    • 
    • maverick
    • April 7, 2004

13. Auto Enrollment with annual 1% increases

    By Guest M. Martin, January 22, 2009
    • 6 replies
    • 2.5k views
    • 
    • J Simmons
    • January 24, 2009

14. 415 Failures

    By justatester, May 6, 2010
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • May 6, 2010

15. Is this match ok--controlled group, two plans

    By BG5150, November 26, 2019
    • 6 replies
    • 748 views
    • 
    • MWeddell
    • November 27, 2019

16. Per Diem Employees

    By Coleboy1, October 5, 2022
    • 6 replies
    • 1.4k views
    • 
    • Bri
    • October 6, 2022

17. Eligibility for 401(k) & Safe Harbor Match

    By metsfan026, June 28, 2023
    • 6 replies
    • 888 views
    • 
    • rocknrolls2
    • June 29, 2023

18. substantially equal installments

    By Guest Mike Schwing, October 15, 2002
    • 6 replies
    • 4.9k views
    • 
    • lkpittman
    • October 21, 2002

19. Safe Harbor 401(k) with Union Employees

    By Blinky the 3-eyed Fish, February 12, 2004
    • 6 replies
    • 5.7k views
    • 
    • wsp
    • February 17, 2004

20. Multiemployer 401(k) Plan

    By PJ2009, May 27, 2009
    • 6 replies
    • 2.3k views
    • 
    • PJ2009
    • May 28, 2009

21. Corrective distributions

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

22. Excess Deferral Refunded Before Year End

    By coleboy, November 2, 2017
    • 6 replies
    • 2k views
    • 
    • Patricia Neal Jensen
    • November 6, 2017

23. changing funds

    By Guest alex, January 22, 2000
    • 6 replies
    • 1.4k views
    • 
    • GBurns
    • February 2, 2000

24. New Comparability

    By Bruce1, September 22, 2025
    • 6 replies
    • 2k views
    • 
    • Bruce1
    • September 25, 2025

25. Contribution Withdrawal

    By TH 401k, January 12, 2025
    • 6 replies
    • 703 views
    • 
    • 401king
    • January 14, 2025

26. SH Non-elective AND PS written into Document- use part of PS to fund SH?

    By TPAVP, March 1, 2004
    • 6 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2004

27. Roll out, pay tax, roll back in?

    By Lori H, March 3, 2008
    • 6 replies
    • 2.3k views
    • 
    • rcline46
    • March 5, 2008

28. LTPT

    By Belgarath, June 29, 2023
    • 6 replies
    • 765 views
    • 
    • Paul I
    • June 29, 2023

29. employee and employer contribution

    By thepensionmaven, May 28, 2025
    • 6 replies
    • 1.5k views
    • 
    • Paul I
    • June 1, 2025

30. 401(k) payroll deductions - deadline to submit to plan

    By Guest BPC, January 20, 2005
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • January 25, 2005

31. Off-calendar plan year

    By Guest Sieve, April 7, 2010
    • 6 replies
    • 1.2k views
    • 
    • TLGeer
    • April 9, 2010

32. Union Sponsored 401k

    By Guest MS TPA, October 21, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 2010

33. -11(g) and New Comp

    By austin3515, February 21, 2011
    • 6 replies
    • 2.1k views
    • 
    • Bill Presson
    • February 22, 2011

34. Failure to Allocate Transferred DB Assets - 4980 Reversion?

    By EBECatty, January 3, 2019
    • 6 replies
    • 1.5k views
    • 
    • VeryOldMan
    • May 28, 2020

35. Controlled Group Plan Merger Question

    By runningabizness, December 3, 2020   

    • 401k
    • controlled group
    • 6 replies
    • 1.3k views
    • 
    • runningabizness
    • December 4, 2020

36. Available investments in 401(k)

    By maryflemingphr@yahoo.com, September 9, 2021
    • 6 replies
    • 879 views
    • 
    • BG5150
    • September 13, 2021

37. Plan Name requirements?

    By TPApril, November 5, 2023
    • 6 replies
    • 4.6k views
    • 
    • RatherBeGolfing
    • November 7, 2023

38. 404 Deduction Limits and annual additions - question about timing.

    By James Matt Ullakko, April 24, 2001
    • 6 replies
    • 2.4k views
    • 
    • John A
    • April 25, 2001

39. Compensation Ratio Test

    By Guest mol, December 27, 2004
    • 6 replies
    • 4k views
    • 
    • Blinky the 3-eyed Fish
    • December 28, 2004

40. Adding a 401k (with safe harbor) mid year

    By Belgarath, May 12, 2016
    • 6 replies
    • 2.1k views
    • 
    • chc93
    • May 14, 2016

41. Manual ADP/ACP test

    By Guest nbs, December 10, 2002
    • 6 replies
    • 3.4k views
    • 
    • Brian Gallagher
    • December 12, 2002

42. Safe Harbor cont & half year comp

    By Guest DazedAndConfused, August 1, 2006
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • August 4, 2006

43. LLC Compensation and ADP ACP Tests

    By Guest Ted Kowalchuk, CFP, CFS,, March 5, 2007
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 6, 2007

44. Family Aggregation Rule

    By Ahuntingus, January 7, 2022
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • January 12, 2022

45. Exclusion of Collectively Bargained

    By Guest boetgerinc, December 30, 1998
    • 6 replies
    • 3.1k views
    • 
    • Mike Preston
    • December 4, 2009

46. Need assistance...where to find TPA firms?

    By Guest LisaA, January 20, 2003
    • 6 replies
    • 2.2k views
    • 
    • Appleby
    • January 20, 2003

47. Return of match on excess contributions

    By Guest Taxman, October 15, 2003
    • 6 replies
    • 8.5k views
    • 
    • Guest
    • October 22, 2003

48. Excess Loan Repayment

    By Guest Susan M., October 20, 2011
    • 6 replies
    • 2k views
    • 
    • Jim Chad
    • October 22, 2011

49. Lost earnings from Forfeiture account

    By JKW, July 28, 2014
    • 6 replies
    • 2.9k views
    • 
    • masteff
    • July 29, 2014

50. Safe Harbor 401K - Senior Moment

    By thepensionmaven, September 14, 2016
    • 6 replies
    • 872 views
    • 
    • Mike Preston
    • September 19, 2016