401(k) Plans

18,562 topics in this forum

1. 401(k) Safe Harbor Match fails 414(s)

   By bcmom, April 6, 2017   

   • 414(s) comp
   • safe harbor plan 401(k)
   • (and 1 more)

     Tagged with:

     • 414(s) comp
     • safe harbor plan 401(k)
     • mckay hochman prototype
   • 22 replies
   • 4.5k views
   • 
   • Tom Poje
   • April 11, 2017

2. 401K loan question

   By Juan Falso, July 26, 2017   

   • 401k loan second
   • 22 replies
   • 2.4k views
   • 
   • Larry Starr
   • July 28, 2017

3. Top Heavy and Safe Harbor allocation

   By perplexedbypensions, February 28, 2019
   • 22 replies
   • 4.3k views
   • 
   • Tom Poje
   • March 8, 2019

4. Are 401k's from former employee a problem?

   By Shuo, August 5, 2020
   • 22 replies
   • 2.5k views
   • 
   • MoJo
   • August 12, 2020

5. What happens if not all assets out in 12 mos. DC Plan?

   By BG5150, December 2, 2019
   • 22 replies
   • 1.7k views
   • 
   • Doc Ument
   • December 10, 2019

6. interim valuation

   By Jim Chad, May 16, 2016
   • 22 replies
   • 2.8k views
   • 
   • hr for me
   • May 25, 2016

7. Lifetime Income illustrations

   By Micheleciz, March 17, 2022
   • 22 replies
   • 1.2k views
   • 
   • austin3515
   • August 31, 2022

8. non profit 401(k)

   By Lori H, January 27, 2009
   • 22 replies
   • 2.8k views
   • 
   • Guest
   • January 30, 2009

9. Salary Reduced Due To Top Heavy Payment

   By Guest matt2002, February 13, 2002
   • 22 replies
   • 3.8k views
   • 
   • EGB
   • July 10, 2008

10. Can employer make me take my 401(k) account in cash? Over $5,000, but all rollover money.

    By Guest cfaz13, September 25, 2003
    • 22 replies
    • 17k views
    • 
    • ljr
    • September 26, 2003

11. Late contributions to 401k. Use DOL calculator for all contribution types?

    By Francis, July 1, 2019
    • 22 replies
    • 5.9k views
    • 
    • pmacduff
    • November 21, 2019

12. EGTRRA: Catch-up Contrib Eligibility

    By Guest cole stevenson, July 6, 2001
    • 22 replies
    • 4.4k views
    • 
    • MGB
    • October 17, 2001

13. Spreadsheet (?) to determine controlled group

    By BG5150, November 29, 2007
    • 22 replies
    • 5.2k views
    • 
    • Tom Poje
    • July 15, 2023

14. Vesting Amendment - 3 years of service required to get election rights

    By Guest Ducks, December 10, 2004
    • 22 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • December 14, 2004

15. Things that make you go Hmmm...

    By austin3515, October 21, 2020
    • 22 replies
    • 1.3k views
    • 
    • Peter Gulia
    • October 22, 2020

16. Top heavy

    By Guest Sieve, September 29, 2009
    • 22 replies
    • 2k views
    • 
    • Guest
    • May 24, 2010

17. Match formulas

    By Guest Peggy806, February 27, 2009
    • 22 replies
    • 4.2k views
    • 
    • Tom Poje
    • May 6, 2009

18. can a person with power of attorney change a beneficiary designation

    By Guest tcaldwell, December 3, 2003
    • 22 replies
    • 29.8k views
    • 
    • jpod
    • January 22, 2016

19. 401k enrollment forms

    By austin3515, March 4, 2011
    • 22 replies
    • 1.9k views
    • 
    • GMK
    • March 4, 2011

20. Individual self directed subaccounts restricted to a specified minimum

    By Guest Joe Twidwell, February 25, 2003
    • 22 replies
    • 3.2k views
    • 
    • mbozek
    • April 26, 2003

21. Boxer/Corzine Bill: What effect will it have on your plans?

    By Guest panzermanpanzerman, January 15, 2002
    • 21 replies
    • 2.5k views
    • 
    • Bill Berke
    • January 25, 2002

22. MDR -when do the taxes need to be sent in by?

    By Guest Ashlea, January 10, 2005
    • 21 replies
    • 2.8k views
    • 
    • GBurns
    • January 11, 2005

23. MEP or MESS?

    By ldr, October 17, 2018   

    • mep
    • 5500
    • (and 1 more)

      Tagged with:

      • mep
      • 5500
      • independent audit
    • 21 replies
    • 1.4k views
    • 
    • Larry Starr
    • October 25, 2018

24. Successor plan rule

    By R.G., March 27, 2017
    • 21 replies
    • 5.4k views
    • 
    • MoJo
    • March 28, 2017

25. Phony employees (family members) = phony contributions & tax fraud

    By TPApril, July 28, 2015
    • 21 replies
    • 2.1k views
    • 
    • TPApril
    • August 4, 2015