401(k) Plans

19,275 topics in this forum

1. Calculating Match for Related Employers

   By Laura23, July 9, 2022
   • 5 replies
   • 716 views
   • 
   • Bri
   • July 12, 2022

2. ACP - Using Prior Year Testing when Current Year Discretionary Match P

   By Guest cleto, March 22, 2002
   • 5 replies
   • 1.6k views
   • 
   • KJohnson
   • October 10, 2002

3. ACP Correction After Distribution

   By In House Counsel, August 29
   • 5 replies
   • 1.5k views
   • 
   • CuseFan
   • September 2

4. Voluntary Contributions

   By Guest Ray Corneau, October 9, 2002
   • 5 replies
   • 1.8k views
   • 
   • Brian Gallagher
   • October 11, 2002

5. Failure to Auto Enroll - QACA Plan

   By 52626, April 1, 2014
   • 5 replies
   • 2k views
   • 
   • BG5150
   • April 2, 2014

6. Multiple Businesses

   By MHANSON, January 10, 2021
   • 5 replies
   • 1.7k views
   • 
   • MHANSON
   • January 14, 2021

7. Can a safe-harbor plan that matches on a payroll basis match on deferrals on compensation in excess of the comp. limit?

   By JDuns, January 21, 2004
   • 5 replies
   • 2.6k views
   • 
   • QDROphile
   • January 29, 2004

8. Owner-Employees: Does attribution apply?

   By Guest admcjm, August 10, 2004
   • 5 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • August 11, 2004

9. Participant had deferrals taken in error

   By Guest nynaeve, September 11, 2008
   • 5 replies
   • 1.6k views
   • 
   • Bird
   • September 12, 2008

10. Can a Control Group maintain a 401k and a SEP IRA

    By Vlad401k, September 22, 2015
    • 5 replies
    • 2.2k views
    • 
    • austin3515
    • September 23, 2015

11. Hardship Withdrawal Request under final regs

    By Pammie57, February 27, 2020
    • 5 replies
    • 1.2k views
    • 
    • Larry Starr
    • February 28, 2020

12. What is the status of "same desk" employees if their new emp

    By Guest Craig Smith, March 23, 2001
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • April 9, 2001

13. Can you freeze a SIMPLE 401(k) Plan?

    By Guest UKH, October 29, 2001
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • October 31, 2001

14. Eligibility Question

    By Guest Spock, July 21, 2009
    • 5 replies
    • 2.1k views
    • 
    • Kevin C
    • July 21, 2009

15. Plan Fees from owners account

    By austin3515, September 4, 2012
    • 5 replies
    • 954 views
    • 
    • Lou S.
    • September 4, 2012

16. What will they think of next?

    By Santo Gold, June 14, 2006
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • June 15, 2006

17. Fees paid by the plan....by source?

    By jmartin, November 21, 2011
    • 5 replies
    • 1.5k views
    • 
    • TPApril
    • May 23, 2014

18. controlled group?

    By pmacduff, July 31, 2015
    • 5 replies
    • 1k views
    • 
    • Mike Preston
    • July 31, 2015

19. Restatement when Plan Sponser MIA

    By Zorro1k, April 27, 2016   

    • restatement
    • 5 replies
    • 1.2k views
    • 
    • Zorro1k
    • April 27, 2016

20. Delinquent Filer Program

    By CLE401kGuy, June 23, 2016
    • 5 replies
    • 962 views
    • 
    • Bill Presson
    • June 24, 2016

21. Acquiring new physician practice

    By Chippy, June 4, 2019
    • 5 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • June 13, 2019

22. Last day of Plan year

    By 30Rock, April 16, 2024
    • 5 replies
    • 1.6k views
    • 
    • ESOP Guy
    • April 17, 2024

23. Loan Repayments while laid off?

    By Guest Michael Anderson, February 9, 2004
    • 5 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • February 9, 2004

24. Adopt 2yr/5yr Inservice Dist. Rule for Roth Conversions

    By namealreadyinuse, May 10, 2006
    • 5 replies
    • 1.2k views
    • 
    • jevd
    • May 11, 2006

25. Fail ADP test in 2013 - Refund 2014 - W2

    By imchipbrown, December 24, 2013   

    • ADP Refund W-2
    • 5 replies
    • 1.7k views
    • 
    • imchipbrown
    • December 28, 2013

26. S-Corp owner-only 401(k) plan, deferral deposit deadline

    By JustnERPA, December 18, 2018
    • 5 replies
    • 2.2k views
    • 
    • spiritrider
    • December 19, 2018

27. 401-k Plan Short Year

    By KevinMc, December 20, 2023
    • 5 replies
    • 890 views
    • 
    • Ken Marblestone
    • December 21, 2023

28. Return HCE deferrals to avoid top-heavy?

    By John A, August 3, 2001
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • August 6, 2001

29. Testing for multiple controlled groups

    By Guest Jeff Underwood, February 25, 2004
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 26, 2004

30. Employer Contribution to Safe Harbor Plan

    By Guest brstokes, October 29, 2001
    • 5 replies
    • 2k views
    • 
    • KateSmithPA
    • November 9, 2001

31. Charging Fees to participants in an "abandoned plan"

    By Guest vqualplan, June 24, 2005
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • June 25, 2005

32. Deferrals deposited late - earning calculations and 5500 relation

    By Jakyasar, May 25, 2020
    • 5 replies
    • 717 views
    • 
    • Jakyasar
    • May 27, 2020

33. Multiple 401(k)Employer Plan/Determination Letter

    By Guest Wineman, April 1, 1999
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • April 20, 1999

34. Safe Harbor 401(k) - Amend Profit Sharing Plan for 2002

    By MarZDoates, January 3, 2002
    • 5 replies
    • 1.8k views
    • 
    • MarZDoates
    • January 7, 2002

35. Forfeiture cases...

    By fmsinc, September 2
    • 5 replies
    • 2k views
    • 
    • CuseFan
    • September 4

36. employer contribution

    By Guest gillie, June 24, 2005
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • June 27, 2005

37. 401k withdrawal limit

    By Guest robertcusick, February 1, 2007
    • 5 replies
    • 2k views
    • 
    • Belgarath
    • February 1, 2007

38. Rehire after Five Year Break in Service

    By jmartin, September 12, 2011
    • 5 replies
    • 26.5k views
    • 
    • Tom Poje
    • September 14, 2011

39. Sole Prop with No Income

    By Earl, April 1, 2018
    • 5 replies
    • 672 views
    • 
    • BG5150
    • April 3, 2018

40. Plan Year End

    By Stash026, October 25, 2018
    • 5 replies
    • 869 views
    • 
    • Larry Starr
    • October 25, 2018

41. Legally domestic partners - filing 5500 EZ?

    By Brenda Wren, December 17, 2024
    • 5 replies
    • 979 views
    • 
    • RatherBeGolfing
    • December 26, 2024

42. LLC-sponsored 401(k) plan

    By lexi, April 17, 2007
    • 5 replies
    • 1.9k views
    • 
    • lexi
    • April 19, 2007

43. Any issues to watch out for if the PS contribution is based on a participant making elective deferrals?

    By jkharvey, June 4, 2015
    • 5 replies
    • 821 views
    • 
    • ESOP Guy
    • June 4, 2015

44. Employer Stock Restricted to Current Employees Only?

    By kmhaab, October 25, 2018
    • 5 replies
    • 803 views
    • 
    • QDROphile
    • October 29, 2018

45. Few HCEs, A thousand NHCEs

    By Guest LLandau, January 18, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • January 21, 2002

46. $5,000 Force-out

    By Guest koolkidd, August 26, 2003
    • 5 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2003

47. DFVC question

    By goldtpa, March 16, 2005
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 17, 2005

48. Increasing the rate of safe harbor match during plan year

    By Guest IU1994, August 18, 2005
    • 5 replies
    • 2k views
    • 
    • Kevin C
    • August 24, 2005

49. Safe harbor match on bonus

    By ratherbereading, December 20, 2021
    • 5 replies
    • 647 views
    • 
    • ratherbereading
    • December 20, 2021

50. How to find old 401k balances prior to marriage to do a QDRO

    By Nicole777, August 22, 2024
    • 5 replies
    • 3.1k views
    • 
    • Gina Alsdorf
    • August 26, 2024