401(k) Plans

19,275 topics in this forum

1. 3% Non-Elective Safe Harbor Contribution and Re-Hired E/ee

   By chris, December 28, 2001
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • December 28, 2001

2. 3% Non-Elective Safe Harbor Contributions Effective before deferrals allowed?

   By actuarysmith, January 19, 2018
   • 5 replies
   • 1.6k views
   • 
   • Larry Starr
   • January 22, 2018

3. 3% nonelective contribution issue

   By chris, September 13, 2001
   • 9 replies
   • 2.3k views
   • 
   • Tom Poje
   • September 30, 2002

4. 3% NonElective Safe Harbor Allocated with Each Payroll

   By Gilmore, October 31, 2020
   • 6 replies
   • 1.2k views
   • 
   • shERPA
   • November 4, 2020

5. 3% nonelective safe harbor notice

   By Tom, October 16
   • 2 replies
   • 536 views
   • 
   • John Feldt ERPA CPC QPA
   • October 16

6. 3% Nonelective SH with QACA

   By DavidO, January 28
   • 3 replies
   • 797 views
   • 
   • Bill Presson
   • January 28

7. 3% Safe Harbor

   By mariemonroe, March 9, 2009
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • March 12, 2009

8. 3% Safe Harbor

   By Jay3, June 8, 2009
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • June 8, 2009

9. 3% Safe Harbor - Shareholder option

   By Guest EricWings, November 28, 2011
   • 12 replies
   • 2.2k views
   • 
   • K2retire
   • December 30, 2011

10. 3% Safe Harbor 401(k) w/ X-tested PS

    By dmb, October 7, 2002
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 7, 2002

11. 3% Safe Harbor and 401k

    By mjf06241972, January 31, 2019
    • 6 replies
    • 1.3k views
    • 
    • Belgarath
    • February 11, 2019

12. 3% Safe Harbor Change

    By Stash026, October 19, 2020
    • 2 replies
    • 658 views
    • 
    • JackS
    • October 20, 2020

13. 3% safe harbor for union employees

    By jkharvey, November 7, 2000
    • 7 replies
    • 2.8k views
    • 
    • Noah
    • March 31, 2022

14. 3% Safe Harbor Non-Elective + Fixed Match

    By Guest 4:15 Limit, December 4, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 4, 2009

15. 3% Safe Harbor with 7% Profit Sharing Contributuion

    By Alex Daisy, December 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 3, 2008

16. 3% safe harbor with additional match

    By R. Butler, March 2, 2001
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 16, 2002

17. 3% Safe Harbors to HCEs too?

    By Guest Effie Clark, November 18, 1999
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 19, 1999

18. 3% SH and eligibility to defer

    By K-t-F, January 13, 2005
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • January 14, 2005

19. 3% SH and excluding bonuses from compensation

    By bevfair, December 17, 2014
    • 10 replies
    • 6.1k views
    • 
    • Bird
    • December 19, 2014

20. 3% SH for termed participant who returned for 2 weeks following two ye

    By Cathy from Chicago, January 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2003

21. 3% SHNEC

    By SMB, April 26, 2006
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • April 26, 2006

22. 3% SHNEC and Financial Difficulty

    By No Name, March 22, 2005
    • 17 replies
    • 3.6k views
    • 
    • Bird
    • October 27, 2005

23. 3% SHNEC excludes HCE's - 414s testing??

    By austin3515, March 23, 2015
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • March 26, 2015

24. 3% SHNEC is chosen in AA but not ACP SH

    By Jim Chad, September 12, 2018
    • 6 replies
    • 1.4k views
    • 
    • Tom Poje
    • September 13, 2018

25. 30 Day Notice Fee Disclosure

    By khn, March 12, 2019
    • 0 replies
    • 447 views
    • 
    • khn
    • March 12, 2019

26. 30 day notice for adding fund

    By khn, September 30, 2014
    • 3 replies
    • 2.4k views
    • 
    • QDROphile
    • September 30, 2014

27. 30 day wait for managers

    By Jim Chad, June 3, 2014
    • 3 replies
    • 1.3k views
    • 
    • 12AX7
    • June 3, 2014

28. 318 family attribution from parent to three children

    By Lawrence, September 18, 2018   

    • 318
    • stock attribution
    • (and 2 more)

      Tagged with:

      • 318
      • stock attribution
      • attribution to multiple children
      • parent-child attribution
    • 5 replies
    • 783 views
    • 
    • Dave Baker
    • September 21, 2018

29. 3401(a) Compensation

    By Guest bgrazetti, February 27, 2002
    • 1 reply
    • 3.4k views
    • 
    • Tom Poje
    • March 1, 2002

30. 3401a wages

    By Cathy from Chicago, December 9, 2002
    • 0 replies
    • 3.2k views
    • 
    • Cathy from Chicago
    • December 9, 2002

31. 3508 Direct Sellers

    By ldr, March 31, 2020   

    • compensation
    • participation
    • (and 1 more)

      Tagged with:

      • compensation
      • participation
      • deferrals
    • 12 replies
    • 3.7k views
    • 
    • ldr
    • April 7, 2020

32. 3rd Party Sick Pay

    By Guest kcousin, September 13, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 2007

33. 3rd Party Sick Pay

    By Guest Mike Schwing, May 21, 2003
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • May 24, 2003

34. 3rd Party Sick/Disability Pay

    By Guest Chris API, January 17, 2011
    • 10 replies
    • 12k views
    • 
    • VTPension
    • April 5, 2011

35. 3rd Party Sickpay

    By austin3515, February 6, 2010
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • February 9, 2010

36. 4 months of 401K deductions have not been put into the 401k plan. What

    By Guest stinnett2000, January 13, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 17, 2001

37. 4 plans merging into 1

    By justatester, November 9, 2012
    • 0 replies
    • 650 views
    • 
    • justatester
    • November 9, 2012

38. 4-Tier Integrated PS Calc

    By Puffinator, June 16, 2022
    • 6 replies
    • 1.2k views
    • 
    • Gary Lesser
    • November 20, 2022

39. 4% minimum deferral rate

    By justanotheradmin, December 9, 2019
    • 7 replies
    • 1.1k views
    • 
    • Luke Bailey
    • December 10, 2019

40. 40(k) Loan while out on Disability

    By 52626, April 28, 2017
    • 4 replies
    • 15.4k views
    • 
    • david rigby
    • May 2, 2017

41. 401 (k) Plan Participant Claim

    By DPSRich, June 22, 2017
    • 3 replies
    • 1.1k views
    • 
    • DPSRich
    • June 23, 2017

42. 401 (k) Employer Requirements

    By Guest Heath, July 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • July 16, 2001

43. 401 (k)Plan compensation exclusions

    By alexa, September 27, 2020
    • 0 replies
    • 883 views
    • 
    • alexa
    • September 27, 2020

44. 401 fees and Lawsuits

    By Guest BobParks, August 26, 1998
    • 0 replies
    • 5.7k views
    • 
    • Guest
    • August 26, 1998

45. 401 K

    By lian bawi, November 16, 2024
    • 1 reply
    • 406 views
    • 
    • Bill Presson
    • November 16, 2024

46. 401 k audit question

    By Guest flpensionguy, April 30, 2009
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • April 30, 2009

47. 401 K control group issue

    By Guest muzz, August 27, 2003
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • August 27, 2003

48. 401 K deemed loan

    By teckert, February 23, 2018
    • 15 replies
    • 4k views
    • 
    • Bird
    • March 1, 2018

49. 401 k Form 5500 for common-ownership companies

    By Guest zenrodeo, July 21, 2005
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • July 21, 2005

50. 401 K medical debt proof

    By christiana, June 21, 2024
    • 1 reply
    • 736 views
    • 
    • Paul I
    • June 21, 2024