401(k) Plans

19,275 topics in this forum

1. Help With Egttra Irs Rules For Hce's - Especially Where Account Holder

   By Guest Mike350, November 13, 2002
   • 10 replies
   • 1.9k views
   • 
   • RCK
   • November 18, 2002

2. Incorrect definition of compensation

   By Guest padmin, August 13, 2004
   • 3 replies
   • 1.9k views
   • 
   • QDROphile
   • August 13, 2004

3. Non Calendar Year Safe Harbor 401(k)

   By Guest SPollock, February 9, 1999
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • February 9, 1999

4. "true up" for self employed

   By JButtrick, November 20, 2014
   • 8 replies
   • 1.9k views
   • 
   • Craig Garner
   • November 21, 2014

5. Safe Harbor 401(k) - does the 3% non-elective fully vested contributio

   By Guest AngelQ, December 1, 1999
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • December 2, 1999

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

   By CKR, April 17, 2020
   • 12 replies
   • 1.9k views
   • 
   • david rigby
   • April 18, 2020

7. Catch-up 60-63

   By Tom, January 9
   • 5 replies
   • 1.9k views
   • 
   • RatherBeGolfing
   • January 10

8. The plan sponsor changes eligibility wait period from six to twelve mo

   By Guest Clint Schuckel, December 20, 2000
   • 5 replies
   • 1.9k views
   • 
   • Earl
   • December 21, 2000

9. New Comparability Profit Sharing - Selective 'Groups'

   By thatguyfromHR, March 17, 2021   

   • new comparability
   • profit sharing
   • (and 3 more)

     Tagged with:

     • new comparability
     • profit sharing
     • profit-sharing
     • nhce
     • hce
   • 18 replies
   • 1.9k views
   • 
   • BG5150
   • March 18, 2021

10. Shifting deferrals to the ACP / 2 different plans

    By fiona1, March 14, 2007
    • 7 replies
    • 1.9k views
    • 
    • fiona1
    • March 19, 2007

11. Participant becomes Excludable Employee

    By Guest jim williams, May 24, 2001
    • 1 reply
    • 1.9k views
    • 
    • R. Butler
    • May 24, 2001

12. disclosure of information

    By Guest wolf, November 13, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • November 15, 2001

13. Excludible employee

    By Guest erepper, January 28, 2008
    • 6 replies
    • 1.9k views
    • 
    • austin3515
    • January 30, 2008

14. Late Employer Contributions - Lost Earnings?

    By emmetttrudy, July 27, 2010
    • 1 reply
    • 1.9k views
    • 
    • Jim Chad
    • July 28, 2010

15. Change of Valuation Period

    By Hoard1, June 10, 2001
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • June 11, 2001

16. EACA/QACA

    By msmith, December 12, 2008
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 15, 2008

17. Life Insurance Policy

    By Coleboy1, May 18, 2023
    • 11 replies
    • 1.9k views
    • 
    • Bill Presson
    • May 26, 2023

18. Self Employed Income Multiple Partnerships

    By Stevo-PDX, March 31, 2014   

    • k-1
    • SEI
    • (and 2 more)

      Tagged with:

      • k-1
      • SEI
      • partnership
      • ownership
    • 2 replies
    • 1.9k views
    • 
    • Stevo-PDX
    • April 1, 2014

19. Failure To Make Contribution

    By goldtpa, February 28, 2003
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • March 3, 2003

20. 401k spin-off

    By B21, February 19, 2019
    • 6 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 22, 2019

21. 401(k) outside asset

    By John geer, August 8, 2017   

    • 401(k)
    • custodian
    • (and 1 more)

      Tagged with:

      • 401(k)
      • custodian
      • special situation
    • 9 replies
    • 1.9k views
    • 
    • David74
    • August 10, 2017

22. Loan payments for termed ee's

    By WCC, January 30, 2013
    • 15 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 31, 2013

23. Merger/Termination of Money Purchase Plans

    By Guest dhoefer, February 18, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 20, 2002

24. Waiving a death benefit

    By austin3515, September 17, 2020
    • 5 replies
    • 1.9k views
    • 
    • Luke Bailey
    • September 18, 2020

25. Forfeiture restoration by source?

    By John A, July 22, 2003
    • 2 replies
    • 1.9k views
    • 
    • RTK
    • July 22, 2003

26. Successor 401(k) Plans - correction thoughts

    By TPApril, September 16, 2014
    • 12 replies
    • 1.9k views
    • 
    • Kevin C
    • September 23, 2014

27. Sole Prop 401(k) - when does 401(k) ctrb need to be made?

    By Guest Emiman, November 4, 2002
    • 2 replies
    • 1.9k views
    • 
    • mbozek
    • November 5, 2002

28. Discretionary Match Notice Requirement

    By Tom, January 23
    • 2 replies
    • 1.9k views
    • 
    • Artie M
    • January 23

29. Quantech 4.3 testing issues - unconfirmed transactions

    By rcline46, February 25, 2000
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • February 29, 2000

30. 401(k) safe harbor: notice to participants

    By Guest Rob, November 17, 1998
    • 3 replies
    • 1.9k views
    • 
    • LCARUSI
    • November 18, 1998

31. ADP/ACP Test

    By Guest CCarter, January 23, 2002
    • 6 replies
    • 1.9k views
    • 
    • MWeddell
    • January 25, 2002

32. MBO Partners 401(k) Plan

    By 401 Chaos, September 1, 2010
    • 2 replies
    • 1.9k views
    • 
    • 401 Chaos
    • September 1, 2010

33. Suspension of Employer Match

    By Guest sjlbenefits, August 3, 2009
    • 4 replies
    • 1.9k views
    • 
    • Bird
    • August 4, 2009

34. Disability and rollovers

    By Brian Gallagher, May 30, 2002
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • January 15, 2003

35. PTIN Requirements / Form 5330

    By Guest richez, December 14, 2011
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 14, 2011

36. Loan Repayments - Balloon

    By Guest Richele, February 24, 1999
    • 1 reply
    • 1.9k views
    • 
    • Kathy
    • February 24, 1999

37. 1099-R in this situation?

    By Cathy from Chicago, January 10, 2003
    • 1 reply
    • 1.9k views
    • 
    • ccassetty
    • January 10, 2003

38. Valuing Real Property in 401k

    By Guest halka, September 9, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • September 9, 1999

39. Uses of forfeiture account

    By Guest newport, November 9, 2010
    • 5 replies
    • 1.9k views
    • 
    • BG5150
    • November 9, 2010

40. Safe Harbor Status for Terminating Plan

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

41. Company out of business, cannot pay 2019 SH

    By BG5150, June 16, 2020
    • 10 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • June 19, 2020

42. Top 20% Calculation

    By justatester, March 8, 2013   

    • Impact with an asset sale
    • 1 reply
    • 1.9k views
    • 
    • 12AX7
    • March 9, 2013

43. New 5310-A required?

    By bblaw, September 10, 2019
    • 2 replies
    • 1.9k views
    • 
    • ERISA guy
    • September 28, 2022

44. Designating Beneficiary

    By Guest AdminFL, October 10, 2001
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • October 11, 2001

45. age 70 1/2 & older 401(k) participation

    By Alan Simpson, June 7, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 7, 1999

46. A New Failed ADP Correction Method

    By Guest D_NITSCHE, February 5, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 8, 1999

47. Not really a plan question, but...

    By stevena, October 21, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • November 15, 2005

48. hardship withdrawal

    By Guest Janet, November 5, 1998
    • 2 replies
    • 1.9k views
    • 
    • david shipp
    • November 6, 1998

49. True Up Matching Contributions

    By J. Bringhurst, December 12, 2006
    • 4 replies
    • 1.9k views
    • 
    • J. Bringhurst
    • December 13, 2006

50. Change ADP/ACP testing in mid-year

    By Guest Sieve, July 22, 2008
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • July 23, 2008