401(k) Plans

19,321 topics in this forum

1. Refund needed but participant took 401(k) loan

   By fiona1, January 13, 2010
   • 5 replies
   • 1.2k views
   • 
   • fiona1
   • January 14, 2010

2. Private Placement in 401(k) Plan

   By Jim Chad, September 13, 2012
   • 5 replies
   • 2.5k views
   • 
   • K2retire
   • September 14, 2012

3. K-1 Income Determined on Cash Basis

   By austin3515, January 9, 2014
   • 5 replies
   • 1.5k views
   • 
   • austin3515
   • January 10, 2014

4. Schedule C compensation

   By pensionLifer, April 10, 2018
   • 5 replies
   • 2.3k views
   • 
   • Larry Starr
   • April 10, 2018

5. Including Nanny on Payroll of S Corp, Exclude from 401(k)?

   By matthny, February 28, 2019
   • 5 replies
   • 2.5k views
   • 
   • Bill Presson
   • March 5, 2019

6. Compensation Definition for 401(k) Deferrals

   By PensionPro, January 21, 2021
   • 5 replies
   • 1.9k views
   • 
   • MWeddell
   • January 25, 2021

7. Paying off a deemed loan (while still employed)

   By Brian Gallagher, September 29, 2004
   • 5 replies
   • 2k views
   • 
   • Brian Gallagher
   • September 29, 2004

8. Adding 401(k) to PSP Issue

   By chris, July 25, 2014
   • 5 replies
   • 2k views
   • 
   • Kevin C
   • July 25, 2014

9. Electronic payment of withheld taxes

   By Guest, January 25, 2000
   • 5 replies
   • 2.1k views
   • 
   • Guest
   • January 29, 2000

10. Safe Harbor Nonelective Excludes HCE's

    By EJS_TPA, January 10, 2025   

    • help
    • 5 replies
    • 783 views
    • 
    • Bri
    • January 13, 2025

11. Successor Plan

    By Guest jim williams, October 20, 2004
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • October 22, 2004

12. Prevailing Wage Davis Bacon

    By 30Rock, March 16, 2011
    • 5 replies
    • 18k views
    • 
    • 30Rock
    • March 18, 2011

13. Private Search Fees deducted from participant account?

    By Dennis Povloski, July 12, 2011
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • July 13, 2011

14. Inadvertent Distribution from Roth Account

    By ERISA25, September 13, 2012
    • 5 replies
    • 1.3k views
    • 
    • BG5150
    • September 14, 2012

15. Ownership of adopting employers for plan purposes

    By Rai401k, June 4, 2014
    • 5 replies
    • 1.2k views
    • 
    • Rai401k
    • June 6, 2014

16. Voluntary After-Tax Employee Contributions

    By emmetttrudy, August 5, 2020
    • 5 replies
    • 946 views
    • 
    • Bill Presson
    • August 6, 2020

17. First Year Top-Heavy Question

    By effingeh, September 7, 2023   

    • top heavy
    • top-heavy
    • (and 4 more)

      Tagged with:

      • top heavy
      • top-heavy
      • top heavy test
      • top heavy issue
      • plan disqualification
      • first plan year
    • 5 replies
    • 1.5k views
    • 
    • msmith
    • September 8, 2023

18. RMD Issue -- Spouse inherits SIMPLE IRA/Wants to Rollover to 401(k) Plan

    By Interested Party, September 5, 2024
    • 5 replies
    • 1.1k views
    • 
    • justanotheradmin
    • September 6, 2024

19. Definition of Compensation

    By Guest mparker2028, December 5, 2005
    • 5 replies
    • 2.2k views
    • 
    • JDuns
    • December 6, 2005

20. Huh??

    By thepensionmaven, November 2, 2014
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • November 4, 2014

21. Safe Harbor Calculation on K-1 earnings

    By Deaconmomma, May 11, 2016
    • 5 replies
    • 2.7k views
    • 
    • BG5150
    • May 11, 2016

22. One-to-One Correction with QNEC allocation of more than 5%

    By NW529, May 4, 2021   

    • adp test
    • correction
    • 5 replies
    • 1.4k views
    • 
    • Bri
    • May 5, 2021

23. 401K divorced spouse rights

    By Guest wolf, March 6, 2003
    • 5 replies
    • 1.3k views
    • 
    • mbozek
    • March 6, 2003

24. SH 3% non-elective with matching

    By Richard Anderson, November 19, 2010
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • November 22, 2010

25. PC now an LLP

    By ratherbereading, December 27, 2017
    • 5 replies
    • 898 views
    • 
    • ratherbereading
    • December 29, 2017

26. 401(k) changes: A sound move for our company?

    By Guest afcjags, June 22, 2007
    • 5 replies
    • 1.5k views
    • 
    • jpod
    • June 27, 2007

27. More K-1 LLC questions

    By Guest Born2Run, July 28, 2009
    • 5 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 28, 2009

28. Plan Termination and Loansd

    By austin3515, January 13, 2012
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • January 13, 2012

29. Profit Sharing Versus Increased Match Formula

    By Guest ghenson08, January 10, 2014
    • 5 replies
    • 1k views
    • 
    • ESOP Guy
    • January 10, 2014

30. Mid Year Amendment for Safe Harbor Plan

    By 52626, April 15, 2014
    • 5 replies
    • 1.3k views
    • 
    • Kevin C
    • April 18, 2014

31. Start up Plan Credit: plan started in 2019

    By K2, January 23, 2020
    • 5 replies
    • 737 views
    • 
    • AKconsult
    • January 29, 2020

32. new plan credit for small employers clarification needed

    By Tom, February 8, 2023
    • 5 replies
    • 1.1k views
    • 
    • Tom
    • February 8, 2023

33. Failed Coverage/11g amendment necessary and statutory exclusions???

    By bethp38, March 5, 2024   

    • failed coverage
    • statutory exclusions
    • (and 2 more)

      Tagged with:

      • failed coverage
      • statutory exclusions
      • 11g amendment
      • qnec
    • 5 replies
    • 533 views
    • 
    • bethp38
    • March 6, 2024

34. Spinoff

    By Guest johnk4, May 15, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • May 17, 2001

35. RMDs and contributions

    By billfgrady, August 21, 2008
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 24, 2008

36. Disability Payments as W2 Compensation

    By Guest SWH, January 22, 2009
    • 5 replies
    • 2.6k views
    • 
    • QDROphile
    • January 23, 2009

37. 401k deferral deposit deadline for owners of corp.

    By Guest jc1457, July 28, 2010
    • 5 replies
    • 2.3k views
    • 
    • GMK
    • July 29, 2010

38. Hardship Withdrawal

    By Nassau, February 22, 2012
    • 5 replies
    • 1.3k views
    • 
    • Nassau
    • February 22, 2012

39. Controlled Group Issue

    By metsfan026, October 6, 2022
    • 5 replies
    • 1.1k views
    • 
    • Roycal
    • October 7, 2022

40. 20% Mandatory Tax Credit Distribution - REFUND

    By Guest PAINPA, October 12, 2005
    • 5 replies
    • 1.3k views
    • 
    • Erik Read
    • October 12, 2005

41. Contributions deposited prior to payroll

    By RT, September 21, 2017   

    • contributions
    • timing
    • (and 4 more)

      Tagged with:

      • contributions
      • timing
      • payroll
      • effective date
      • early
      • deposits
    • 5 replies
    • 2k views
    • 
    • QDROphile
    • September 23, 2017

42. Subsequent Eligibility Computation Period

    By Mr Bagwell, June 19, 2019   

    • plan entry
    • subsequent eligibility comp period
    • 5 replies
    • 1.3k views
    • 
    • Mr Bagwell
    • June 21, 2019

43. 401(k) deferrals deposited into IRA

    By Lauren0507, May 28, 2025
    • 5 replies
    • 1k views
    • 
    • Lauren0507
    • June 3, 2025

44. 404(c) trade confirmations

    By k man, May 15, 2001
    • 5 replies
    • 1.9k views
    • 
    • k man
    • May 17, 2001

45. Contributions, splits and buys

    By Guest Kriso, October 14, 2003
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • October 15, 2003

46. Relabeling Contributions

    By Guest mountsouthpaw, March 31, 2008
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • April 2, 2008

47. Hardship

    By Madison71, January 14, 2010
    • 5 replies
    • 1.3k views
    • 
    • rcline46
    • January 14, 2010

48. In-Plan Roth Conversions

    By John Feldt ERPA CPC QPA, November 19, 2010
    • 5 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 19, 2010

49. Use of Excess Revenue to Pay Expenses

    By khn, June 17, 2015
    • 5 replies
    • 1.2k views
    • 
    • khn
    • June 19, 2015

50. Loan Offset / Repayment Under New Rules

    By austin3515, January 2, 2019
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • January 4, 2019