401(k) Plans

19,321 topics in this forum

1. Commission-Only Employees

   By Guest Tad77, May 20, 2009
   • 5 replies
   • 2.8k views
   • 
   • Blinky the 3-eyed Fish
   • May 26, 2009

2. Eligible for a contribution?

   By PFranckowiak, February 15, 2014
   • 5 replies
   • 1.4k views
   • 
   • ESOP Guy
   • February 17, 2014

3. Safe harbor employer 3% match never applied by pension plan sponsor to three terminated employees.

   By carolb23, December 22, 2016   

   • Unpaid funds from safe harbor
   • 5 replies
   • 886 views
   • 
   • ESOP Guy
   • December 27, 2016

4. Catch-Up/Testing

   By CJS07, January 24, 2008
   • 5 replies
   • 1.7k views
   • 
   • Mike Preston
   • January 29, 2008

5. Mortgage as an investment

   By DDB BN, November 15, 2019
   • 5 replies
   • 868 views
   • 
   • Luke Bailey
   • November 18, 2019

6. removal of excess annual additions

   By Brian Gallagher, October 30, 2002
   • 5 replies
   • 2.1k views
   • 
   • Brian Gallagher
   • October 31, 2002

7. 2 year Military Leave

   By Lori H, October 16, 2006
   • 5 replies
   • 2.3k views
   • 
   • Lori H
   • October 19, 2006

8. Safe Harbor plus Discretionary Match - 2019

   By ldr, December 19, 2018   

   • safe harbor
   • acp test
   • (and 1 more)

     Tagged with:

     • safe harbor
     • acp test
     • discretionary match
   • 5 replies
   • 1k views
   • 
   • ldr
   • December 21, 2018

9. Can the Reallocation of Transferred DB Surplus in DCP be over and above the 25% Deduction Limitation?

   By cheersmate, January 13, 2021   

   • 404 deduction limitation
   • transferred db surplus reallocation
   • 5 replies
   • 805 views
   • 
   • cheersmate
   • January 14, 2021

10. HCE and Key Employee Question?

    By Guest KD40, November 18, 2002
    • 5 replies
    • 2.9k views
    • 
    • kocak
    • November 18, 2002

11. Safe Harbor "maybe" plans

    By Belgarath, September 13, 2017
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • September 14, 2017

12. Roth Deferrals - Non-qualified Distribution Earning below $200

    By AdKu, October 24, 2017
    • 5 replies
    • 883 views
    • 
    • AdKu
    • October 26, 2017

13. Plan Termination and 100% vesting

    By cpc0506, December 20, 2018
    • 5 replies
    • 2.5k views
    • 
    • Kevin C
    • December 26, 2018

14. CRD repayments Notice 2020-50

    By Ian, July 25, 2020
    • 5 replies
    • 1.3k views
    • 
    • Ian
    • July 28, 2020

15. Top Heavy Plan + Safe Harbor Match

    By metsfan026, August 26, 2024
    • 5 replies
    • 1.1k views
    • 
    • metsfan026
    • August 28, 2024

16. Poor Communication by Previous Employer Causes Great Losses to Persona

    By Guest Dan E., September 27, 2000
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • September 28, 2000

17. What is reported if plan passes ratio test but has to use average bene

    By John A, February 7, 2002
    • 5 replies
    • 1.9k views
    • 
    • Laura Harrington
    • May 13, 2009

18. Late Forms 1099R

    By CLKent23, April 3, 2018
    • 5 replies
    • 1.7k views
    • 
    • JamesK
    • April 6, 2018

19. can 1099 income contribution be added to S-corp plan?

    By mkaufman, December 22, 2021
    • 5 replies
    • 1k views
    • 
    • mkaufman
    • December 24, 2021

20. 402(g) Excess in ADP test?

    By BG5150, February 25, 2022
    • 5 replies
    • 1.6k views
    • 
    • Melissa2115
    • March 31, 2022

21. 401(k)

    By Guest jfgc, January 3, 2000
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • January 12, 2000

22. Refund of contributions from ineligible participant

    By Guest ljansen, October 9, 2003
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • October 10, 2003

23. Hardship Withdraw - property taxes

    By mehmgo, April 26, 2012
    • 5 replies
    • 11.1k views
    • 
    • masteff
    • April 27, 2012

24. Timing and funding of 'solo conversion'

    By matthny, January 14, 2021
    • 5 replies
    • 537 views
    • 
    • Lou S.
    • January 14, 2021

25. 410b failsafe - opinion on "greatest amount of service"

    By mattmc82, March 1, 2021
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • March 3, 2021

26. Difference between 401(a)30 and 402(g)-EPCRS application

    By BG5150, May 2, 2022
    • 5 replies
    • 1.3k views
    • 
    • BG5150
    • May 4, 2022

27. Loan Payments From Severance

    By austin3515, July 13, 2022
    • 5 replies
    • 5.6k views
    • 
    • fmsinc
    • July 13, 2022

28. Considered Compensation from W2

    By ratherbereading, January 7   

    • w2 compensation
    • 5 replies
    • 729 views
    • 
    • TPABob
    • Wednesday at 06:54 PM

29. Minimum eligibility requirements for hours based plan

    By Guest Jmiles, December 21, 2004
    • 5 replies
    • 1.7k views
    • 
    • rcline46
    • December 22, 2004

30. Excess deferrals

    By rlb64, March 20, 2006
    • 5 replies
    • 1.5k views
    • 
    • rlb64
    • March 20, 2006

31. Loans

    By Guest elang, September 21, 2010
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • September 23, 2010

32. Start new safe harbor plan now

    By Richard Anderson, July 26, 2012
    • 5 replies
    • 1.4k views
    • 
    • PensionPro
    • July 26, 2012

33. Puerto Rican Participants in U.S. 401(k) Plan

    By Doghouse, December 15, 2017
    • 5 replies
    • 4.5k views
    • 
    • Doghouse
    • December 19, 2017

34. Hardship - 401k Re-start

    By MGOAdmin, September 10, 2018   

    • hardship
    • 401k
    • (and 1 more)

      Tagged with:

      • hardship
      • 401k
      • deferral
    • 5 replies
    • 831 views
    • 
    • jashendorf
    • September 13, 2018

35. OOPS Roth conversion

    By SoCalActuary, September 26, 2019
    • 5 replies
    • 1.1k views
    • 
    • Larry Starr
    • October 17, 2019

36. Force out limit not followed properly - retroactive amendment?

    By WCC, August 26, 2021
    • 5 replies
    • 1.3k views
    • 
    • WCC
    • August 27, 2021

37. Blackout Notice & individual accounts

    By Guest jim williams, July 21, 2004
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • July 22, 2004

38. Relius Users

    By austin3515, February 21, 2006
    • 5 replies
    • 2.5k views
    • 
    • austin3515
    • February 23, 2006

39. How much authority does a bankruptcy trustee have?

    By Kimberly S, November 13, 2007
    • 5 replies
    • 2.3k views
    • 
    • Peter Gulia
    • November 15, 2007

40. Rehired by a new employer

    By Guest JPIngold, December 7, 2009
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • December 10, 2009

41. Multiple K-1s and negative net comp

    By doombuggy, May 29, 2014
    • 5 replies
    • 1.8k views
    • 
    • Flyboyjohn
    • June 2, 2014

42. annual addition limits

    By pmacduff, February 12, 2015
    • 5 replies
    • 1.5k views
    • 
    • Lou S.
    • February 13, 2015

43. Investment Performance Presentation

    By MjInvestments, May 26, 2017   

    • investments
    • 5 replies
    • 846 views
    • 
    • Peter Gulia
    • May 26, 2017

44. MEP - How to bill fair fees

    By The 402"(G)", July 19, 2017   

    • mep
    • fee
    • (and 1 more)

      Tagged with:

      • mep
      • fee
      • billing
    • 5 replies
    • 1.2k views
    • 
    • CuseFan
    • July 20, 2017

45. Safe harbor plan with enhanced match and additional match

    By 30Rock, April 4, 2018
    • 5 replies
    • 2.1k views
    • 
    • MWeddell
    • April 16, 2018

46. Mid-year SEP termination; afterwards open solo 401k

    By jgold0016, July 27, 2020
    • 5 replies
    • 897 views
    • 
    • Mike Preston
    • July 28, 2020

47. Gains for late deposits included on the adp/acp test

    By ratherbereading, April 28, 2021   

    • late deposits; earnings; adp/acp test
    • 5 replies
    • 720 views
    • 
    • ratherbereading
    • April 28, 2021

48. 11(g) Amendment for 414(s) failure?

    By Benefits Vet, August 26, 2021
    • 5 replies
    • 1.7k views
    • 
    • Kevin C
    • September 2, 2021

49. Plan Administrator for 401(k) Plan

    By metsfan026, March 6, 2025
    • 5 replies
    • 2.4k views
    • 
    • Pam Shoup
    • March 7, 2025

50. Bank holding company stock

    By Guest janhubber, June 28, 2005
    • 5 replies
    • 1.4k views
    • 
    • ljr
    • July 12, 2005