401(k) Plans

19,275 topics in this forum

1. One Page Summary

   By K-t-F, June 23, 2004
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • June 24, 2004

2. Union then management, hours to count

   By K-t-F, June 12, 2006
   • 5 replies
   • 1.5k views
   • 
   • J2D2
   • June 12, 2006

3. PPA Vesting Notice Requirement

   By BeanCounterBlues, December 4, 2006
   • 5 replies
   • 2.4k views
   • 
   • BeanCounterBlues
   • December 5, 2006

4. Small Real Estate firm to start 401-k

   By KevinMc, November 10, 2020
   • 5 replies
   • 921 views
   • 
   • Luke Bailey
   • November 17, 2020

5. spinoff from open MEP

   By Robin Wilson, January 6, 2021
   • 5 replies
   • 2.9k views
   • 
   • Luke Bailey
   • January 6, 2021

6. Rollover to an IRA of balance over $5000 - spousal consent???

   By Pammie57, April 14, 2022
   • 5 replies
   • 1.3k views
   • 
   • Bird
   • April 18, 2022

7. Controlled Group - Are separate plans an option?

   By Renee H, October 10, 2023
   • 5 replies
   • 1.8k views
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   • CuseFan
   • October 12, 2023

8. Part Time Eligible Employees

   By MBCarey, October 4, 2005
   • 5 replies
   • 1.5k views
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   • Tom Poje
   • October 4, 2005

9. Employee excess deferrals moved to forfeiture account

   By Guest Quacka, April 28, 2011
   • 5 replies
   • 2.6k views
   • 
   • masteff
   • May 2, 2011

10. QNEC Explanation

    By dmwe, October 10, 2012
    • 5 replies
    • 2.5k views
    • 
    • dmwe
    • October 25, 2012

11. 415(c) excess refund prior to April 15 - what year taxed?

    By Pixie, March 22, 2013   

    • 415(c)
    • 5 replies
    • 4.2k views
    • 
    • Doghouse
    • March 25, 2013

12. Plan Termination - What to do with really small account balances (under $1.00)?

    By waid10, August 13, 2024
    • 5 replies
    • 1.5k views
    • 
    • Peter Gulia
    • August 13, 2024

13. Plan to Plan Transfer

    By Guest mmc, October 12, 2004
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • October 14, 2004

14. "Same plan year" for permissive aggregation

    By MWeddell, February 7, 2012
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • March 19, 2012

15. Participant directed accounts

    By Guest pjb, August 6, 2002
    • 5 replies
    • 1.5k views
    • 
    • KJohnson
    • August 6, 2002

16. Plan Design

    By Guest WCHB, September 8, 2011
    • 5 replies
    • 1.3k views
    • 
    • Leopurrd
    • September 8, 2011

17. coverage testing - controlled group

    By Chippy, August 28, 2014
    • 5 replies
    • 1.1k views
    • 
    • KJohnson
    • August 29, 2014

18. Prevailing Wage and prior year testing

    By cpc0506, December 9, 2014
    • 5 replies
    • 2.2k views
    • 
    • Lou S.
    • December 9, 2014

19. Does it make sense to roll out of the § 401(a)-(k) plan?

    By Peter Gulia, June 6, 2024
    • 5 replies
    • 951 views
    • 
    • Paul I
    • June 6, 2024

20. Profit Sharing Offset

    By rlb64, July 18, 2006
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • July 18, 2006

21. 415 limits and allocation to other Participants

    By TPA Bob, December 12, 2018   

    • 415 limit
    • 5 replies
    • 676 views
    • 
    • TPA Bob
    • December 13, 2018

22. Form 1099-R not filed for deemed loan

    By DDB BN, November 7, 2019
    • 5 replies
    • 1.2k views
    • 
    • DDB BN
    • November 8, 2019

23. Missing Signed PPA Restatements Documents - How to handle?

    By Francis, July 14, 2020   

    • ppa
    • 5 replies
    • 873 views
    • 
    • Francis
    • July 24, 2020

24. 5500 filing when plan takeover occurs

    By Guest Jodi, November 4, 1998
    • 5 replies
    • 2k views
    • 
    • Guest
    • November 7, 1998

25. Employer Allocation Formula

    By Guest amm19, December 4, 2002
    • 5 replies
    • 2k views
    • 
    • austin3515
    • December 5, 2002

26. Mandatory vs Optional under PPA

    By Guest gfeligonde, October 10, 2006
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • October 12, 2006

27. Guam Plan

    By Guest skc, January 30, 2007
    • 5 replies
    • 2.3k views
    • 
    • JanetM
    • January 31, 2007

28. CPA Audit

    By Guest Kevin1, June 18, 2010
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • April 9, 2011

29. match formula based on compensation bandwidths

    By WCC, November 7, 2019
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • November 17, 2019

30. Error Found by Auditor

    By khn, September 16, 2020
    • 5 replies
    • 939 views
    • 
    • khn
    • September 17, 2020

31. Privately held company stock as a match?

    By Guest Kendall, March 21, 2000
    • 5 replies
    • 3.3k views
    • 
    • k man
    • March 22, 2000

32. In-Plan Roth Conversion

    By Molgilny89, December 14, 2023
    • 5 replies
    • 2.9k views
    • 
    • Lou S.
    • December 14, 2023

33. single entry date - how does it work?

    By AlbanyConsultant, August 13, 2024
    • 5 replies
    • 750 views
    • 
    • Gina Alsdorf
    • August 22, 2024

34. HCE in multiple plans and ADP testing

    By RCK, February 27, 2003
    • 5 replies
    • 2.3k views
    • 
    • RCK
    • February 28, 2003

35. Hardship Withdrawals

    By Nassau, April 29, 2011
    • 5 replies
    • 1.6k views
    • 
    • masteff
    • April 29, 2011

36. Terminated employee on severance

    By alexa, November 11, 2020
    • 5 replies
    • 4.6k views
    • 
    • AJ North
    • November 12, 2020

37. closing investment options

    By Guest Keith N, March 6, 2002
    • 5 replies
    • 1.6k views
    • 
    • actuarysmith
    • September 12, 2002

38. Integration - Maximize

    By TH 401k, October 16
    • 5 replies
    • 389 views
    • 
    • TH 401k
    • October 18

39. Traditional safe harbor 401k restating to QACA

    By 30Rock, February 9, 2019
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 11, 2019

40. ADP Compensation

    By Christopher Wilson, January 4, 2020
    • 5 replies
    • 1.5k views
    • 
    • G8Rs
    • January 7, 2020

41. Fund Remittance - Employer Contribution

    By John K, April 29
    • 5 replies
    • 1.2k views
    • 
    • Paul I
    • April 30

42. Modification of loan repayment terms

    By Guest JDL, July 15, 2003
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • July 16, 2003

43. Safe Harbor Match and Highly Compensated

    By Gadgetfreak, August 11, 2008
    • 5 replies
    • 4.8k views
    • 
    • Guest
    • September 8, 2008

44. self employment earnings in a partnership and ADP testing

    By Chippy, February 5, 2015
    • 5 replies
    • 1.6k views
    • 
    • Chippy
    • February 6, 2015

45. two "owner only 401k plans" in the same business?

    By AlbanyConsultant, June 7, 2024
    • 5 replies
    • 3.5k views
    • 
    • Luke Bailey
    • June 20, 2024

46. "Keogh"/H.R.10 Plans - Can they self-trustee now?

    By ljr, December 5, 2003
    • 5 replies
    • 3.5k views
    • 
    • mbozek
    • December 8, 2003

47. Top Heavy/Key/Deferral question

    By Cathy from Chicago, March 9, 2011
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • March 19, 2012

48. Payroll period match and compensation limit

    By RPP2001, May 23, 2011
    • 5 replies
    • 5.6k views
    • 
    • Kevin C
    • October 2, 2015

49. What year is it taxable?

    By Guest A_Dude, March 25, 2013   

    • 401(k) refund after rollover
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • March 26, 2013

50. Late Deferral Form 5330 Filing

    By Below Ground, March 20, 2008
    • 5 replies
    • 2.5k views
    • 
    • 401 Chaos
    • June 9, 2009