401(k) Plans

19,337 topics in this forum

1. When do deferrals of partners in a partnership or LLC need to be funde

   By Guest Micahel Gheen, CPA, December 16, 1999
   • 4 replies
   • 2k views
   • 
   • thepensionmaven
   • December 31, 1999

2. Distribution - re-contribution

   By MGOAdmin, June 8, 2015   

   • 401k
   • IRA
   • 2 replies
   • 2k views
   • 
   • Appleby
   • June 14, 2015

3. Husband Wife Separate Businesses

   By K-t-F, September 19, 2006
   • 8 replies
   • 2k views
   • 
   • SteveH
   • September 20, 2006

4. Separate forfeiture account

   By ratherbereading, February 19, 2015   

   • Balance forward
   • forfeiture
   • (and 1 more)

     Tagged with:

     • Balance forward
     • forfeiture
     • 401k
   • 3 replies
   • 2k views
   • 
   • Bird
   • February 20, 2015

5. Do you count receivable Deferrals?

   By K-t-F, April 20, 2004
   • 10 replies
   • 2k views
   • 
   • Archimage
   • April 21, 2004

6. pre-ERISA money purchase pension plan with 401(k) features

   By Theresa Lynn, December 8, 2004
   • 0 replies
   • 2k views
   • 
   • Theresa Lynn
   • December 8, 2004

7. Can an employer deposit 401k early?

   By TBob, September 25, 2012
   • 2 replies
   • 2k views
   • 
   • Kevin C
   • September 25, 2012

8. Safe Harbor Elimination

   By Dougsbpc, December 3, 2017
   • 6 replies
   • 2k views
   • 
   • Kevin C
   • December 4, 2017

9. When is a compensation test required?

   By Guest MES, August 29, 2000
   • 4 replies
   • 2k views
   • 
   • Guest
   • August 29, 2000

10. Integrated with SS profit sharing allocation. HELP!

    By Guest jhilliard, January 19, 2004
    • 9 replies
    • 2k views
    • 
    • Tom Poje
    • January 21, 2004

11. Can employer amend 401(k) plan now (midyear) to provide for 3% safe harbor contribution?

    By Guest tws, October 3, 2003
    • 7 replies
    • 2k views
    • 
    • Guest
    • October 9, 2003

12. HCE calculation - non-calendar plan year

    By Guest Achilles, February 10, 2004
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • February 10, 2004

13. Terminated Participant Fee

    By jeff77, October 27, 2014
    • 2 replies
    • 2k views
    • 
    • QDROphile
    • October 27, 2014

14. Cancelling a 401k

    By Guest vinson7, June 2, 2009
    • 3 replies
    • 2k views
    • 
    • Guest
    • June 3, 2009

15. Minimum contribution

    By ombskid, April 4, 2007
    • 6 replies
    • 2k views
    • 
    • WDIK
    • April 5, 2007

16. Short Plan Year - New Plan

    By Pammie57, March 13, 2017
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • March 13, 2017

17. Pre-funding a forfeitures account!

    By Guest JPAdmin, January 3, 2002
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 9, 2002

18. ADP/coverage testing for control group

    By AKconsult, November 6, 2013
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • November 8, 2013

19. Safe Harbor Plan vs. Safe Harbor Match

    By Guest baconmouse, November 7, 2003
    • 6 replies
    • 2k views
    • 
    • Alf
    • November 12, 2003

20. Integration Level for Mid-Year New Entrant

    By Jed Macy, January 26, 2012
    • 8 replies
    • 2k views
    • 
    • austin3515
    • February 10, 2012

21. Integrated Profit Sharing with Inservice Withdrawals

    By Guest Frank Jackson, February 17, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 23, 1999

22. Effective Date of Money Purchase Plan Merger (12/31/01 OR 1/1/02)??

    By Guest T-BONE, October 30, 2001
    • 1 reply
    • 2k views
    • 
    • rcline46
    • October 31, 2001

23. Is employee terminated for rollover if still part time?

    By CKR, April 17, 2020
    • 12 replies
    • 2k views
    • 
    • david rigby
    • April 18, 2020

24. Does anybody know of a "best of the best" type product for p

    By SMB, November 5, 2001
    • 7 replies
    • 2k views
    • 
    • Erik Read
    • November 7, 2001

25. One Person Plan: 401(k) or Profit Sharing

    By Guest elem, February 14, 2005
    • 7 replies
    • 2k views
    • 
    • david rigby
    • February 15, 2005

26. HCE determination question - NQ deferred comp

    By Guest tellidaho, July 20, 2006
    • 6 replies
    • 2k views
    • 
    • Guest
    • July 20, 2006

27. The Fix for Missed Deferrals - Confirmation

    By 401king, November 6, 2009
    • 6 replies
    • 2k views
    • 
    • K2retire
    • November 9, 2009

28. Withholding employer contributions on termination

    By Guest JD698, September 18, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • September 19, 2003

29. What is considered "by the deadline" for tax deductibility of contributions?

    By RAH401(k), September 14, 2018   

    • tax
    • deductions
    • (and 1 more)

      Tagged with:

      • tax
      • deductions
      • filing deadline
    • 8 replies
    • 2k views
    • 
    • Larry Starr
    • September 19, 2018

30. Single brokerage account for MPPP and 401(k) plan?

    By Jon Chambers, February 2, 2000
    • 2 replies
    • 2k views
    • 
    • Spencer
    • February 2, 2000

31. 401(k) Plan and Sole Proprietor

    By bzorc, August 1, 2006
    • 8 replies
    • 2k views
    • 
    • Guest
    • August 2, 2006

32. Lifetime Income illustrations

    By Micheleciz, March 17, 2022
    • 22 replies
    • 2k views
    • 
    • austin3515
    • August 31, 2022

33. RMD's (QDRO related)

    By Nassau, November 9, 2012
    • 1 reply
    • 2k views
    • 
    • mbozek
    • November 9, 2012

34. Anyone have a de minimis policy pertaining to returning excess contrib

    By John A, December 7, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 15, 2001

35. Contributions -- how long before must be invested?

    By Guest pentex, March 18, 2003
    • 5 replies
    • 2k views
    • 
    • MWeddell
    • March 24, 2003

36. Flat Dollar

    By Logan401, November 16, 2010
    • 6 replies
    • 2k views
    • 
    • Logan401
    • November 17, 2010

37. Intentionally Failing ADP/ACP

    By austin3515, June 30, 2003
    • 9 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • July 1, 2003

38. Delayed Start to Auto Enrollment in Safe Harbor Plan

    By Guest Number5, June 6, 2014   

    • qaca
    • auto enroll
    • (and 1 more)

      Tagged with:

      • qaca
      • auto enroll
      • safe harbor
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • June 6, 2014

39. 401k vesting of interest on employer matching?

    By Guest Herigstad, November 5, 2001
    • 5 replies
    • 2k views
    • 
    • KIP KRAUS
    • November 6, 2001

40. Partnership and Definition of Compensation

    By sloble@crowleyfleck.com, October 26, 2004
    • 5 replies
    • 2k views
    • 
    • jquazza
    • October 29, 2004

41. Safe Harbor Plan

    By John Feldt ERPA CPC QPA, July 29, 2008
    • 7 replies
    • 2k views
    • 
    • justatester
    • August 1, 2008

42. Employee leaving Co. for another Co. in Controlled Group QSLOB

    By Phlyers, January 15, 2018
    • 2 replies
    • 2k views
    • 
    • Phlyers
    • January 17, 2018

43. Loan payments for termed ee's

    By WCC, January 30, 2013
    • 15 replies
    • 2k views
    • 
    • Tom Poje
    • January 31, 2013

44. ADP/ACP Testing

    By Guest David_R, August 24, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 27, 2001

45. 401(k) Lump Sums and Spousal Consent. Increasing $3,500 limit to $5,00

    By Guest W J Parks, August 31, 2000
    • 1 reply
    • 2k views
    • 
    • david rigby
    • August 31, 2000

46. 2 plans merging, what to do with ADP test?

    By Guest lindamichals, November 29, 2005
    • 2 replies
    • 2k views
    • 
    • rcline46
    • November 29, 2005

47. Cross-Tested Plan w/ QNEC to Pass ADP Testing

    By austin3515, January 24, 2021
    • 8 replies
    • 2k views
    • 
    • C. B. Zeller
    • January 25, 2021

48. Money Purchase Plan merger

    By Guest jhilliard, June 12, 2003
    • 9 replies
    • 2k views
    • 
    • KJohnson
    • June 13, 2003

49. Roth MRD

    By WDIK, March 30, 2006
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 30, 2006

50. Participant wants hardship distribution but spouse is in jail

    By Guest sheadan, November 17, 2000
    • 2 replies
    • 2k views
    • 
    • LCARUSI
    • November 20, 2000