401(k) Plans

19,275 topics in this forum

1. SH 401(k) switch between SH NEC and SH Match

   By M Norton, February 26, 2020
   • 5 replies
   • 2.1k views
   • 
   • justanotheradmin
   • February 27, 2020

2. single employer vs multi-employer plan????

   By Guest todd, October 6, 2000
   • 5 replies
   • 5.6k views
   • 
   • david shipp
   • October 16, 2000

3. Key Employee definition under EGTRRA

   By Guest Jane Freeman, November 15, 2001
   • 5 replies
   • 2.8k views
   • 
   • R. Butler
   • November 16, 2001

4. OK to use new 401(k) profit sharing document for 2003 but just don't tell employees about ability to defer? Want to start 401(k) component only in 2004.

   By Archimage, December 8, 2003
   • 5 replies
   • 2.2k views
   • 
   • Archimage
   • December 8, 2003

5. Top Heavy Determination and 401(k) Receivables

   By Rob P, June 6, 2012
   • 5 replies
   • 2.3k views
   • 
   • Rob P
   • June 7, 2012

6. Missed Deferral Opportunity?

   By 12AX7, February 12, 2013
   • 5 replies
   • 4.1k views
   • 
   • ETA Consulting LLC
   • February 13, 2013

7. Self Directed Account

   By PFranckowiak, May 7, 2013
   • 5 replies
   • 1.3k views
   • 
   • PFranckowiak
   • May 7, 2013

8. Limited Liability Company Distribution

   By Guest JanetGS, November 1, 2013
   • 5 replies
   • 974 views
   • 
   • Guest
   • November 1, 2013

9. 5500 and document question on spinoff restatement

   By mattmc82, July 17, 2020
   • 5 replies
   • 1.8k views
   • 
   • Luke Bailey
   • July 20, 2020

10. Waiving a death benefit

    By austin3515, September 17, 2020
    • 5 replies
    • 1.9k views
    • 
    • Luke Bailey
    • September 18, 2020

11. Owner of 1-person plan dies - how to terminate?

    By TPApril, November 23, 2022
    • 5 replies
    • 1.1k views
    • 
    • Albert F
    • November 29, 2022

12. Top Heavy Test Question

    By Guest richez, October 29, 2003
    • 5 replies
    • 1.6k views
    • 
    • stephen
    • October 31, 2003

13. Compensation definition and deferrals

    By Guest phyphy, May 5, 2004
    • 5 replies
    • 2k views
    • 
    • g8r
    • May 6, 2004

14. Required Minimum Distribution-2010

    By jala, February 2, 2010
    • 5 replies
    • 1.7k views
    • 
    • jala
    • February 4, 2010

15. Plan termination

    By PFranckowiak, November 10, 2015
    • 5 replies
    • 1k views
    • 
    • PFranckowiak
    • November 11, 2015

16. Carry over 401k to new company

    By JohnS, January 8, 2020
    • 5 replies
    • 884 views
    • 
    • Earl
    • January 8, 2020

17. Another LTPT Question - (sorry)

    By Gilmore, October 17, 2023
    • 5 replies
    • 922 views
    • 
    • LANDO
    • October 19, 2023

18. 401(k) Plan Document - Timing of Signing

    By Inquiring Mind, February 27
    • 5 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 1

19. Simple 401K rollover to 401k

    By Guest cbcadmin, January 17, 2002
    • 5 replies
    • 2.1k views
    • 
    • MJ Hartman
    • January 21, 2002

20. EGTRRA Amendments-You'll want to read this.

    By Guest dietpepsi, February 27, 2003
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • February 28, 2003

21. 401k deferral while on disability

    By Guest hitt24, June 16, 2008
    • 5 replies
    • 6.1k views
    • 
    • davef
    • June 18, 2008

22. Uses of forfeiture account

    By Guest newport, November 9, 2010
    • 5 replies
    • 1.9k views
    • 
    • BG5150
    • November 9, 2010

23. Safe Harbor as source for Insurance Premium?

    By Kac1214, February 6, 2018   

    • safe harbor
    • insurance premium
    • 5 replies
    • 972 views
    • 
    • Bird
    • February 7, 2018

24. 401k Medical Hardship Reimbursement

    By JY36, June 2, 2019
    • 5 replies
    • 777 views
    • 
    • JY36
    • June 4, 2019

25. VFC - Delinquent Contributions

    By Stash026, April 20, 2021
    • 5 replies
    • 906 views
    • 
    • Stash026
    • April 20, 2021

26. Taking A Loan While On Leave of Absence

    By metsfan026, June 8, 2023
    • 5 replies
    • 11.1k views
    • 
    • Paul I
    • June 9, 2023

27. Changing Safe Harbor Match Formula Mid-Year?

    By Guest Gibson, March 23, 2001
    • 5 replies
    • 2.3k views
    • 
    • Richard Anderson
    • April 2, 2001

28. Sole Prop. sponsoring a 401(k) plan in 2002.

    By Guest Joe Vasko, December 9, 2001
    • 5 replies
    • 1.7k views
    • 
    • rocknrolls2
    • December 13, 2001

29. IRS Submission

    By Blinky the 3-eyed Fish, October 5, 2005
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • October 7, 2005

30. HCE and union member

    By lexi, May 14, 2007
    • 5 replies
    • 2.3k views
    • 
    • austin3515
    • May 14, 2007

31. Each in Own Group

    By austin3515, March 1, 2016
    • 5 replies
    • 933 views
    • 
    • austin3515
    • March 1, 2016

32. fund settlement a decade after plan is paid out

    By AlbanyConsultant, June 21, 2021
    • 5 replies
    • 696 views
    • 
    • AlbanyConsultant
    • June 24, 2021

33. 403(b) Rollovers

    By Guest Thornton, March 23, 1999
    • 5 replies
    • 2.1k views
    • 
    • jlf
    • April 3, 1999

34. 2004 Limits

    By Jilliandiz, July 16, 2003
    • 5 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 16, 2003

35. Affiliated Service Group and 401(k) testing

    By Guest philc, February 25, 2004
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • February 26, 2004

36. SEC Custodial Rule 206(4)-2

    By austin3515, January 13, 2016
    • 5 replies
    • 2.1k views
    • 
    • Peter Gulia
    • January 15, 2016

37. HRA Plan - 5500 reporting

    By Nic Pospiech, December 18, 2023
    • 5 replies
    • 1.2k views
    • 
    • Nic Pospiech
    • June 5, 2024

38. EE for a company.. and SE for himself. Can he defer $12K in both plans?

    By K-t-F, December 8, 2003
    • 5 replies
    • 1.2k views
    • 
    • E as in ERISA
    • December 8, 2003

39. definition of comp for safe harbor match

    By cpc0506, March 27, 2013
    • 5 replies
    • 2.1k views
    • 
    • K2retire
    • May 16, 2013

40. Controlled Group - Employee-Owned Stock Exclusion

    By EBECatty, June 3, 2019
    • 5 replies
    • 809 views
    • 
    • Luke Bailey
    • June 4, 2019

41. Auto Enroll w/Auto Escalate

    By Tracy Fedele, November 12, 2019
    • 5 replies
    • 1.9k views
    • 
    • AKconsult
    • November 14, 2019

42. 404(a)(3) deduction limitation

    By Guest Cynthia Williams, December 30, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • December 30, 1999

43. Salary Reduction for 401k SH Match

    By TN CPA, August 21, 2023
    • 5 replies
    • 2.3k views
    • 
    • CuseFan
    • August 23, 2023

44. Irrevocable Election for Match Only?

    By No Name, July 19, 2004
    • 5 replies
    • 1.3k views
    • 
    • g8r
    • July 21, 2004

45. Compensation - W2 vs 415 safe harbor

    By Guest wjr, August 10, 2004
    • 5 replies
    • 8.5k views
    • 
    • Archimage
    • August 11, 2004

46. Paying off Mortgage a Moving Expense?

    By austin3515, April 5, 2011
    • 5 replies
    • 1k views
    • 
    • austin3515
    • April 5, 2011

47. Purchase of Principal Residence Hardship

    By TPA Bob, February 13, 2013
    • 5 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • February 2, 2015

48. Missed Deferrals Less Than 3 months

    By coleboy, March 30, 2018
    • 5 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 30, 2018

49. Distribution from plan to employer first then participant???

    By kmhaab, June 12, 2024
    • 5 replies
    • 1.4k views
    • 
    • Lois Baker
    • June 13, 2024

50. 401(k) Balances into Roth

    By fiona1, September 11, 2008
    • 5 replies
    • 1.2k views
    • 
    • JanetM
    • September 12, 2008