401(k) Plans

19,275 topics in this forum

1. QNEC & QMAC

   By austin3515, October 25, 2010
   • 6 replies
   • 1.8k views
   • 
   • Tom Poje
   • October 26, 2010

2. Same desk rule help requested

   By Guest boberlander, April 27, 2001
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • April 27, 2001

3. Deposit of Elective Deferrals

   By BTG, June 21, 2011
   • 7 replies
   • 1.8k views
   • 
   • Bill Presson
   • June 21, 2011

4. 5500 Question, Profit Share Jan-2018

   By SJones, July 8, 2018   

   • cash-basis
   • accrual basis
   • 8 replies
   • 1.8k views
   • 
   • Kristina
   • July 9, 2018

5. Safe Harbor 401(k) - Amend Profit Sharing Plan for 2002

   By MarZDoates, January 3, 2002
   • 5 replies
   • 1.8k views
   • 
   • MarZDoates
   • January 7, 2002

6. Employer stock in a 401(k) plan.

   By Guest Vons, May 12, 1999
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • May 15, 1999

7. Terminating a safe harbor 401(k) plan?

   By John A, March 28, 2001
   • 2 replies
   • 1.8k views
   • 
   • wmyer
   • March 29, 2001

8. Amending Plan to Eliminate Match from Pre 59 1/2 withdrawals

   By rocknrolls2, May 6, 2009
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • May 6, 2009

9. ADP Test and Allocable Earnings

   By Guest AJM 34, May 2, 2007
   • 1 reply
   • 1.8k views
   • 
   • Tom Poje
   • May 3, 2007

10. EIN required for Sole Proprietor's 401(k) Plan?

    By Guest tgraham, June 30, 2004
    • 7 replies
    • 1.8k views
    • 
    • Earl
    • July 2, 2004

11. SPD and rehires

    By Guest Serena, July 29, 2010
    • 1 reply
    • 1.8k views
    • 
    • BG5150
    • July 29, 2010

12. Order in the Universe

    By rcline46, December 14, 2007
    • 6 replies
    • 1.8k views
    • 
    • JanetM
    • December 18, 2007

13. Adding a Participating Employer

    By John Feldt ERPA CPC QPA, May 18, 2018   

    • pro-rata
    • 2 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • May 19, 2018

14. Looking for pointers in searching for a new 401k Plan Administrator.

    By Guest Louis Gray, August 10, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 27, 2000

15. Has anyone seen the official annual limitations for 2001?

    By Felicia, November 2, 2000
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • November 21, 2000

16. 415 Amendments - Prototypes

    By austin3515, May 28, 2008
    • 2 replies
    • 1.8k views
    • 
    • austin3515
    • May 29, 2008

17. Calculate an EBRA for a participant over Plan's Normal Retirement Age

    By Alex Daisy, January 26, 2009
    • 8 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 29, 2009

18. Actual Hours of Service Crediting

    By emmetttrudy, August 6, 2010
    • 3 replies
    • 1.8k views
    • 
    • emmetttrudy
    • August 6, 2010

19. Top heavy contribution required with LDOY requirement?

    By Guest Christie Banks, March 23, 2001
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 23, 2001

20. 410(b) testing of 403(b) and 401(k) plans of related entities

    By Guest Paula G, October 31, 2008
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 31, 2008

21. ADP/ACP testing when liberal eligibility requirements are provided for

    By Guest Matt@HSC, January 3, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 6, 2000

22. CARES Act - Increase in Participant Loan Limits

    By CMC, April 10, 2020
    • 15 replies
    • 1.8k views
    • 
    • Mike Preston
    • April 30, 2020

23. Safe Harbor "Maybe"

    By Guest rslagle224, November 11, 2005
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • November 11, 2005

24. employee deferral BEFORE plan adoption

    By tpacpa, August 11, 2014   

    • 401(k)
    • 8 replies
    • 1.8k views
    • 
    • tpacpa
    • August 12, 2014

25. Top-Heavy correction

    By Guest cascigm, July 13, 1999
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • July 15, 1999

26. 401k and Life Insurance Policies

    By Guest joeydell, October 20, 2005
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 20, 2005

27. retroactive amendment for compensation to 1/1/04

    By Guest kelly9522, June 22, 2004
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • June 22, 2004

28. Trading Errors

    By austin3515, August 25, 2003
    • 5 replies
    • 1.8k views
    • 
    • austin3515
    • August 26, 2003

29. Custodial Guarantee - no loss for fraud

    By Erik Read, April 12, 2006
    • 1 reply
    • 1.8k views
    • 
    • Erik Read
    • April 13, 2006

30. Investment losses, corrective distributions and form 1099-R

    By John A, December 30, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 31, 1999

31. Controlled Group Testing

    By Guest Phineas, July 22, 2010
    • 6 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 18, 2010

32. Incorrect Deferral Election Deposits (Roth vs Pretax)

    By Kattdogg12, June 24, 2024
    • 9 replies
    • 1.8k views
    • 
    • Kattdogg12
    • March 14

33. 401k Loan Default then Repayment

    By Guest jhannifan, July 20, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 23, 2001

34. Must 1099'd individuals be included in new 401(k) plan?

    By Guest chant44, July 19, 2000
    • 1 reply
    • 1.8k views
    • 
    • Alonzo
    • July 19, 2000

35. Voluntary after tax to Roth IRA

    By Jim Chad, March 30, 2012
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • March 30, 2012

36. Final 401(k)/401(m) Regulations Amendment

    By Guest ebs24502, September 26, 2006
    • 1 reply
    • 1.8k views
    • 
    • namealreadyinuse
    • September 26, 2006

37. PS Plan- medical benefits

    By Guest Lex, May 31, 2002
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 19, 2002

38. Final 415 Regs' Post-Severance Comp -

    By rocknrolls2, February 15, 2008
    • 3 replies
    • 1.8k views
    • 
    • ak2ary
    • February 18, 2008

39. Qualified Birth and Adoption

    By austin3515, June 11, 2021
    • 8 replies
    • 1.8k views
    • 
    • Luke Bailey
    • June 15, 2021

40. Former Partner as Trustee

    By austin3515, December 5, 2014
    • 16 replies
    • 1.8k views
    • 
    • Peter Gulia
    • December 8, 2014

41. Same Desk Rule

    By Guest DMK, November 1, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 1, 2001

42. Beneficiary forms

    By Guest Chris O'Daniel, September 28, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 29, 1999

43. GUST Fees

    By Guest Frank Jackson, August 29, 2001
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2001

44. 401(k) Deferral for Partner

    By MarZDoates, February 27, 2006
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • February 28, 2006

45. Contingent Benefit Rule

    By EBECatty, October 15, 2019
    • 8 replies
    • 1.8k views
    • 
    • Luke Bailey
    • November 4, 2019

46. Fees Charged by IRA during Automatic IRA Forfceout

    By austin3515, March 30, 2015
    • 18 replies
    • 1.8k views
    • 
    • austin3515
    • June 14, 2015

47. plan to plan transfers

    By Guest Iwonder, January 26, 2006
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • January 26, 2006

48. Controlled Group Question - Family Attribution

    By metsfan026, January 6, 2022
    • 10 replies
    • 1.8k views
    • 
    • pmacduff
    • August 18, 2023

49. In a 401(k) can the definition of compensation be amended to give the participants the option to defer on bonuses?

    By Guest sugar daddy, September 28, 2011
    • 9 replies
    • 1.8k views
    • 
    • K2retire
    • September 29, 2011

50. After-tax matched contributions

    By Nassau, June 7, 2007
    • 2 replies
    • 1.8k views
    • 
    • Kimberly S
    • June 7, 2007