401(k) Plans

19,320 topics in this forum

1. 415(c)(3) definition of compensation

   By Guest justbe, February 24, 2005
   • 1 reply
   • 2k views
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   • Alf
   • February 24, 2005

2. Post mortem Qdro

   By Guest babyspider555, August 26, 2005
   • 4 replies
   • 2k views
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   • mbozek
   • August 26, 2005

3. When is a participant loan "made"? When they call or when t

   By Guest Cliff Langwith, April 17, 2001
   • 7 replies
   • 2k views
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   • Guest
   • April 18, 2001

4. 401k Contributions missed a payroll

   By JKW, July 17, 2015
   • 7 replies
   • 2k views
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   • JKW
   • July 20, 2015

5. Overnight Shipping Expenses

   By Guest andmik, September 23, 2002
   • 1 reply
   • 2k views
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   • jaemmons
   • September 23, 2002

6. What are the tax effects of depositing profit sharing contributions pa

   By Guest Tara Curran, November 22, 2000
   • 2 replies
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   • Guest
   • December 3, 2000

7. Paying off a deemed loan (while still employed)

   By Brian Gallagher, September 29, 2004
   • 5 replies
   • 2k views
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   • Brian Gallagher
   • September 29, 2004

8. Excess Deferral Refunded Before Year End

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

9. Failure to withhold 401(k)

   By Guest cosmo01, April 28, 2004
   • 6 replies
   • 2k views
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   • Earl
   • May 1, 2004

10. Nondiscrimination testing - disaggregation

    By Guest Rags, March 19, 2009
    • 7 replies
    • 2k views
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    • Tom Poje
    • March 24, 2009

11. Form 5500: Deferred Vested Benefit

    By Guest wwest, September 15, 1999
    • 1 reply
    • 2k views
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    • Ervin Barham
    • September 16, 1999

12. Overdraft for longer than 3 days?

    By FundeK, April 20, 2004
    • 2 replies
    • 2k views
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    • FundeK
    • April 22, 2004

13. Older partner wants to max out PS contribution, younger partner wants cash

    By Guest Bearlee, June 29, 2012
    • 13 replies
    • 2k views
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    • Guest
    • July 10, 2012

14. USING PRIOR YEAR ADP TESTING METHOD WHEN THIS IS ACTUALLY 2ND YEAR OF

    By Guest pdall, March 1, 1999
    • 3 replies
    • 2k views
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    • Dan
    • March 2, 1999

15. Safe Harbor: Overtime as Compensation

    By Guest PJW, November 13, 2001
    • 3 replies
    • 2k views
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    • Guest
    • November 13, 2001

16. 401(k) Plans

    By Guest Tennis, June 14, 2002
    • 7 replies
    • 2k views
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    • mbozek
    • June 22, 2002

17. Service Contract Act fringe benefits as unvested 401(k) match

    By Guest janie, November 5, 2012
    • 0 replies
    • 2k views
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    • Guest
    • November 5, 2012

18. One to One correction method / Catch up contributions

    By fiona1, April 6, 2004
    • 3 replies
    • 2k views
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    • jquazza
    • April 30, 2004

19. 401k audit

    By Guest VEBAPLAN, May 19, 2010
    • 0 replies
    • 2k views
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    • Guest
    • May 19, 2010

20. Late deferrals - earnings calculation

    By Guest robin s vatalaro, November 3, 1998
    • 1 reply
    • 2k views
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    • LCARUSI
    • November 5, 1998

21. Non-Resident Trustee

    By wifrbr, April 2, 2018
    • 6 replies
    • 2k views
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    • QP_Guy
    • April 5, 2018

22. Rollover from UK plan to US plan permitted ?

    By Guest halka, March 11, 2004
    • 3 replies
    • 2k views
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    • mbozek
    • March 12, 2004

23. Controlled Group

    By Guest tintree73, November 25, 2003
    • 4 replies
    • 2k views
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    • Guest
    • November 25, 2003

24. Farmer's Cooperatives Sponsoring 401(k) Plans

    By Guest stan, April 30, 2001
    • 4 replies
    • 2k views
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    • Guest
    • May 14, 2001

25. key employee

    By FJR, August 7, 2001
    • 2 replies
    • 2k views
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    • david rigby
    • August 7, 2001

26. Penalties for Failure to Deposit 401(k) Contributions in a Timely Mann

    By LCARUSI, February 11, 1999
    • 1 reply
    • 2k views
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    • QDROphile
    • February 12, 1999

27. top-heavy contribution

    By k man, September 19, 2000
    • 2 replies
    • 2k views
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    • MR
    • September 20, 2000

28. PPA

    By Guest Wolves1962, November 29, 2006
    • 9 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 4, 2006

29. 401(k) Training & Certification

    By Guest Lindsay, January 11, 2005
    • 5 replies
    • 2k views
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    • K-t-F
    • January 12, 2005

30. Match on Excess Contribs that are Recharacterized as Catch-up

    By Guest Giovanni, September 29, 2004
    • 4 replies
    • 2k views
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    • david rigby
    • September 29, 2004

31. Partial termination in a DC plan

    By alexa, June 16, 2002
    • 3 replies
    • 2k views
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    • RTK
    • June 17, 2002

32. 401(k) Written Plan Document

    By Guest SCUDDESLER, September 3, 2003
    • 4 replies
    • 2k views
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    • Guest
    • September 3, 2003

33. 401(a)4 failure

    By Guest mparker2028, December 8, 2005
    • 4 replies
    • 2k views
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    • AndyH
    • December 12, 2005

34. First Year Safe Harbor 401(k) Plan

    By Guest barrydorfman, August 1, 2000
    • 1 reply
    • 2k views
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    • Guest
    • August 2, 2000

35. Safe Harbor

    By Guest A. Gordon, November 14, 2003
    • 12 replies
    • 2k views
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    • Tom Poje
    • November 19, 2003

36. 401k contribution deposit deadline for s-corp owners

    By Santo Gold, February 27, 2012
    • 3 replies
    • 2k views
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    • K2retire
    • February 27, 2012

37. Participant Loan w/ Wrong Interest Rate

    By austin3515, December 9, 2019
    • 12 replies
    • 2k views
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    • Luke Bailey
    • December 10, 2019

38. 401(k) Plan Design for Temporary Agency

    By Guest Lesley Sifers, April 19, 2002
    • 1 reply
    • 2k views
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    • mbozek
    • April 20, 2002

39. Plan doesn't allow Roth, but Participants made Roth Deferrals

    By Danny CPA, March 14, 2017
    • 11 replies
    • 2k views
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    • duckthing
    • October 4, 2023

40. New Hardship Guidelines - Impact of in-service distributions

    By jim241, October 30, 2019   

    • 401k
    • hardship
    • 11 replies
    • 2k views
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    • Peter Gulia
    • January 21, 2020

41. Distribution to Bene's

    By Guest Twinky, November 2, 2006
    • 8 replies
    • 2k views
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    • Guest
    • November 3, 2006

42. Top heavy minimum for partnership

    By rlb64, June 30, 2005
    • 1 reply
    • 2k views
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    • Blinky the 3-eyed Fish
    • July 1, 2005

43. Amendment of Match Formula

    By Guest dms9999, July 1, 2009
    • 4 replies
    • 2k views
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    • Guest
    • July 2, 2009

44. HCE determination for highly paid employee of new plan added to a control group

    By Guest crosseyedtester, November 13, 2003
    • 3 replies
    • 2k views
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    • Alf
    • November 19, 2003

45. 5500 filing when plan takeover occurs

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

46. Union 401K plans

    By Guest KJSpaeth, April 11, 2002
    • 7 replies
    • 2k views
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    • RCK
    • April 12, 2002

47. ERISA notification on change in structure of company match.

    By Guest JACarroll, November 8, 2000
    • 1 reply
    • 2k views
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    • stephen
    • November 9, 2000

48. 401(k) Vesting Schedule Statistics

    By Guest Judy Beedy, November 10, 1999
    • 0 replies
    • 2k views
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    • Guest
    • November 10, 1999

49. Suspensions and Catch-up Contributions

    By MWeddell, October 23, 2001
    • 3 replies
    • 2k views
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    • MGB
    • October 24, 2001

50. Primerica as Plan Investment Advisor

    By Guest caseyb, August 10, 2009
    • 3 replies
    • 2k views
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    • GBurns
    • August 11, 2009