401(k) Plans

19,321 topics in this forum

1. Self employment income; do you begin with Net C - 1/2 SE tax or (Net C

   By R. Butler, April 9, 2001
   • 6 replies
   • 1.9k views
   • 
   • Guest
   • April 27, 2001

2. Safe Harbor 401(k) Plan & Top Heavy

   By Below Ground, April 17, 2008
   • 3 replies
   • 1.9k views
   • 
   • Below Ground
   • April 18, 2008

3. Safe Harbor Status for Terminating Plan

   By Guest phy401k, August 11, 2011
   • 3 replies
   • 1.9k views
   • 
   • austin3515
   • August 11, 2011

4. Amendment adding Roth provision

   By Doghouse, September 27, 2019
   • 4 replies
   • 1.9k views
   • 
   • Doc Ument
   • September 27, 2019

5. 401(k) Safe Harbor

   By Guest ETodd, December 29, 2009
   • 9 replies
   • 1.9k views
   • 
   • pmacduff
   • December 31, 2009

6. doctor continues to maintain psp/mpp. Company no longer practices

   By Lori H, May 9, 2007
   • 11 replies
   • 1.9k views
   • 
   • Kimberly S
   • May 11, 2007

7. A U.S. company has leased U.S. citizens in a foreign country. How are

   By Guest Leigh Lindsey, September 6, 2000
   • 3 replies
   • 1.9k views
   • 
   • pjkoehler
   • September 7, 2000

8. Severance pay included in 3% NEC safe harbor compensation?

   By Guest tlewis, March 31, 2005
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • March 31, 2005

9. "Loan reasons"

   By Guest k8tbrown, January 28, 2002
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • January 29, 2002

10. 410(b) OR 401(a)(4)?

    By Guest gkaley, May 22, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 22, 2001

11. Broker - Dealers

    By Guest scuba80, July 1, 2014
    • 4 replies
    • 1.9k views
    • 
    • Bill Presson
    • July 1, 2014

12. Can employer be generous in a safe harbor plan

    By Guest lhinson, November 1, 2005
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • November 5, 2005

13. Fringe benefit?

    By PMC, July 22, 2008
    • 4 replies
    • 1.9k views
    • 
    • Lori Friedman
    • July 22, 2008

14. 401(k) contributions DURING military leave

    By Guest HelpINeedSomeBody, August 30, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 30, 2005

15. Repaying a Deemed Loan

    By FundeK, February 23, 2004
    • 1 reply
    • 1.9k views
    • 
    • FundeK
    • February 23, 2004

16. Does Merger of 401(k) plans accelerate vesting?

    By Guest IRISH79, November 1, 2006
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 2, 2006

17. profil sharing election - deferral limits

    By Guest benefitstudent, August 30, 2012
    • 14 replies
    • 1.9k views
    • 
    • Guest
    • September 6, 2012

18. Incorrect timing of forfeitures.

    By Guest UKH, April 18, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • April 19, 2001

19. Automatic Enrollment/Negative Election

    By Guest Robin.Wolf, September 15, 2005
    • 6 replies
    • 1.9k views
    • 
    • RCK
    • September 20, 2005

20. Match in Money Purchase Pension Plan

    By Guest Luci, June 8, 1999
    • 1 reply
    • 1.9k views
    • 
    • Dowist
    • June 9, 1999

21. Puerto Rican Plans

    By Guest Admin, September 3, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 4, 2001

22. Change of the Timing of Distributions

    By John Feldt ERPA CPC QPA, March 9, 2006
    • 2 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 9, 2006

23. Do you do SSA's?

    By MR, October 11, 2000
    • 6 replies
    • 1.9k views
    • 
    • R. Butler
    • October 12, 2000

24. Starting and stopping deferrals in a 401k Plan

    By Pammie57, July 29, 2020
    • 15 replies
    • 1.9k views
    • 
    • Belgarath
    • August 5, 2020

25. Forfeitures & buy-back provisions in the plan doc

    By TPApril, July 8, 2014
    • 7 replies
    • 1.9k views
    • 
    • BG5150
    • July 9, 2014

26. Plan Administrator Revoked all Prior Beneficiary Designation Forms

    By traveler, February 7, 2002
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • February 8, 2002

27. Retroactive Amendment question

    By Guest chris4013, June 29, 2005
    • 6 replies
    • 1.9k views
    • 
    • R. Butler
    • June 29, 2005

28. 2007 Cost of Living Increases

    By Guest Powers, August 22, 2006
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • August 23, 2006

29. ADP Test Failure Determined after HCE paid out.

    By Guest Factor, September 16, 2005
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • September 17, 2005

30. Solo 401k Match Question

    By Guest BuffaloT, March 12, 2008
    • 5 replies
    • 1.9k views
    • 
    • Appleby
    • March 13, 2008

31. K1s and W2s

    By CJS07, December 23, 2009
    • 3 replies
    • 1.9k views
    • 
    • Bird
    • December 25, 2009

32. Match on Excess Contribution Recharacterized as Catch-up

    By Guest Giovanni, March 31, 2005
    • 7 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • April 1, 2005

33. Is the annual deferral limit pro-rated if plan adopted mid-year?

    By Guest Tara Curran, August 10, 2000
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • August 11, 2000

34. terminated employee in Safe harbor plan with deferrals effective 10/1/15

    By cpc0506, March 15, 2016
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 15, 2016

35. Help - Misguided CPA!

    By Guest PLHart, September 29, 1999
    • 8 replies
    • 1.9k views
    • 
    • GBurns
    • October 22, 1999

36. Timing of Amendment

    By Guest Ted Kowalchuk, CFP, CFS,, April 20, 2006
    • 10 replies
    • 1.9k views
    • 
    • Just Me
    • April 22, 2006

37. Minimum Top Heavy allocation

    By Guest h_nowicki, June 9, 2005
    • 5 replies
    • 1.9k views
    • 
    • actuarysmith
    • June 11, 2005

38. Brokerage Windows and 404(c)

    By Guest CRC02, September 30, 2002
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • October 1, 2002

39. Mandatory Auto Enrollment Workaround

    By austin3515, September 24, 2024
    • 13 replies
    • 1.9k views
    • 
    • austin3515
    • September 26, 2024

40. Single Person 401k and Compensation Definition

    By Guest amm19, October 22, 2002
    • 5 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • November 1, 2002

41. Terminated 401(k) participant distribution.

    By Guest tcunagin, March 19, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • March 20, 2002

42. ADP/ACP after plan merger

    By Guest Lee Buchele, January 30, 2003
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • January 31, 2003

43. Safe Harbor CODA w/after-tax

    By Guest jae3207, September 18, 2006
    • 6 replies
    • 1.9k views
    • 
    • Jim Chad
    • September 20, 2006

44. company closing 401k plan

    By Guest molly55, April 15, 2010
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • April 15, 2010

45. Mid-year Discretionary Contribution to 401(k) Plan

    By KimberlyC, August 18, 2015
    • 4 replies
    • 1.9k views
    • 
    • KimberlyC
    • August 19, 2015

46. Safe harbor 401(k) "eligible employees"

    By Guest jpersa, December 17, 2001
    • 3 replies
    • 1.9k views
    • 
    • AndyH
    • December 17, 2001

47. Who Is Required To File Form 5500?

    By Stash026, December 5, 2019
    • 10 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • December 9, 2019

48. Limit on discretionary match

    By Disco Stu, May 21, 2001
    • 2 replies
    • 1.9k views
    • 
    • rcline46
    • May 22, 2001

49. Eligibilty & excluding part time employees

    By Guest StoneWalk, October 21, 2005
    • 3 replies
    • 1.9k views
    • 
    • E as in ERISA
    • October 24, 2005

50. Quarterly Enrollment Period Issue

    By khn, October 11, 2016
    • 9 replies
    • 1.9k views
    • 
    • Bird
    • October 12, 2016