401(k) Plans

19,321 topics in this forum

1. Can 73 year old make elective deferrals?

   By david rigby, December 17, 1999
   • 5 replies
   • 1.6k views
   • 
   • Dowist
   • December 28, 1999

2. Statutory Exclusions

   By Guest Kemily, June 3, 2003
   • 5 replies
   • 2.8k views
   • 
   • Tom Poje
   • June 4, 2003

3. Trading Errors

   By austin3515, August 25, 2003
   • 5 replies
   • 1.8k views
   • 
   • austin3515
   • August 26, 2003

4. 401(k) Brokers

   By Guest samc6782, March 4, 2009
   • 5 replies
   • 4.3k views
   • 
   • Bird
   • March 5, 2009

5. Direct Rollover 401k to IRA

   By PensionPrisoner, May 30, 2019
   • 5 replies
   • 1.7k views
   • 
   • PensionPrisoner
   • June 1, 2019

6. S corp conversion and deferrals contributed prior to the conversion

   By Tom, June 7, 2023
   • 5 replies
   • 710 views
   • 
   • Tom
   • June 8, 2023

7. Benefit Statements - PPA

   By PMC, November 6, 2006
   • 5 replies
   • 2.7k views
   • 
   • Bird
   • November 7, 2006

8. Overpayment from 401(k) plan

   By Guest sheTexasHammer, March 4, 2009
   • 5 replies
   • 4.7k views
   • 
   • QDROphile
   • March 5, 2009

9. New documents: Will you allow rollover-in-kind?

   By Jim Chad, May 22, 2014
   • 5 replies
   • 1.2k views
   • 
   • Bird
   • May 23, 2014

10. Use of Forfeiture Assets to fund missed Discretionary Contribution

    By CurlyBert, December 8, 2017   

    • discretionary
    • forfeiture
    • 5 replies
    • 1.6k views
    • 
    • FORMER ESQ.
    • January 16, 2021

11. Eligible SelfEmployment Compensation for Profit Sharing Roth v Pretax

    By gdlfa, February 5, 2018
    • 5 replies
    • 1.2k views
    • 
    • gdlfa
    • February 9, 2018

12. Safe Harbor 401(k) Plan Change

    By hsctpa, January 7, 2020
    • 5 replies
    • 1.4k views
    • 
    • hsctpa
    • January 8, 2020

13. Terminated employees carry old loans to new plans?

    By Guest Michael Anderson, April 5, 2002
    • 5 replies
    • 2k views
    • 
    • QDROphile
    • April 8, 2002

14. Form 5330 - Excise tax on late deposit of deferrals

    By MarZDoates, March 15, 2006
    • 5 replies
    • 4k views
    • 
    • Archimage
    • April 24, 2006

15. Comp & deferral adjustments?

    By wvbeachgirl, January 21, 2008
    • 5 replies
    • 1.6k views
    • 
    • wvbeachgirl
    • January 22, 2008

16. Rollover of life ins policy into a PS Plan

    By QNPG, February 10, 2011
    • 5 replies
    • 1.8k views
    • 
    • Dennis Povloski
    • February 11, 2011

17. Safe Harbor match with additional discretionary match

    By John Feldt ERPA CPC QPA, August 9, 2011
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 10, 2011

18. ADP Safe Harbor, Midyear Expansion in Eligibility

    By Briandfox, December 12, 2014
    • 5 replies
    • 1.4k views
    • 
    • BW
    • December 15, 2014

19. Compensation Question

    By mjf06241972, December 10, 2017   

    • 401k compensation profit sharing
    • 5 replies
    • 1k views
    • 
    • mjf06241972
    • December 11, 2017

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

    By M Norton, February 26, 2020
    • 5 replies
    • 2.2k views
    • 
    • justanotheradmin
    • February 27, 2020

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

    By Guest todd, October 6, 2000
    • 5 replies
    • 5.7k views
    • 
    • david shipp
    • October 16, 2000

22. Key Employee definition under EGTRRA

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

23. 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

24. Top Heavy Determination and 401(k) Receivables

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

25. Missed Deferral Opportunity?

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

26. Self Directed Account

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

27. Limited Liability Company Distribution

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

28. 5500 and document question on spinoff restatement

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

29. Waiving a death benefit

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

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

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

31. Top Heavy Test Question

    By Guest richez, October 29, 2003
    • 5 replies
    • 1.7k views
    • 
    • stephen
    • October 31, 2003

32. Compensation definition and deferrals

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

33. Required Minimum Distribution-2010

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

34. Plan termination

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

35. Carry over 401k to new company

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

36. Another LTPT Question - (sorry)

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

37. 401(k) Plan Document - Timing of Signing

    By Inquiring Mind, February 27, 2025
    • 5 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 1, 2025

38. Simple 401K rollover to 401k

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

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

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

40. 401k deferral while on disability

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

41. Uses of forfeiture account

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

42. Safe Harbor as source for Insurance Premium?

    By Kac1214, February 6, 2018   

    • safe harbor
    • insurance premium
    • 5 replies
    • 1k views
    • 
    • Bird
    • February 7, 2018

43. 401k Medical Hardship Reimbursement

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

44. VFC - Delinquent Contributions

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

45. Taking A Loan While On Leave of Absence

    By metsfan026, June 8, 2023
    • 5 replies
    • 12.3k views
    • 
    • Paul I
    • June 9, 2023

46. Changing Safe Harbor Match Formula Mid-Year?

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

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

    By Guest Joe Vasko, December 9, 2001
    • 5 replies
    • 1.8k views
    • 
    • rocknrolls2
    • December 13, 2001

48. IRS Submission

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

49. HCE and union member

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

50. Each in Own Group

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