401(k) Plans

19,332 topics in this forum

1. Safe harbor notice/dating

   By pmacduff, December 20, 2004
   • 10 replies
   • 1.8k views
   • 
   • Tom Poje
   • December 21, 2004

2. 410b issue in a controlled group?

   By AlbanyConsultant, February 16, 2013
   • 8 replies
   • 1.8k views
   • 
   • Mike Preston
   • February 19, 2013

3. Ineligible employee allowed to make deferrals

   By Guest jefe96, February 24, 2005
   • 5 replies
   • 1.8k views
   • 
   • Harwood
   • March 1, 2005

4. Earned income and self employed health plan deduction

   By ombskid, March 31, 2008
   • 2 replies
   • 1.8k views
   • 
   • ombskid
   • April 1, 2008

5. New investment company won't accept third party rollover check.

   By Guest James Osterhaus, April 4, 2001
   • 3 replies
   • 1.8k views
   • 
   • Bill Berke
   • April 5, 2001

6. RMD & Change in Ownership

   By austin3515, October 29, 2010
   • 1 reply
   • 1.8k views
   • 
   • Tom Poje
   • October 29, 2010

7. One Person 401k - permissible investments - LLC's, LLP's, etc...

   By Guest Ducks, December 16, 2004
   • 3 replies
   • 1.8k views
   • 
   • alanm
   • December 17, 2004

8. Lost participant account over $5,000

   By Pixie, December 9, 2010
   • 6 replies
   • 1.8k views
   • 
   • david rigby
   • December 10, 2010

9. epcrs -- plan expenses?

   By Guest kerisa, June 4, 2004
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • June 7, 2004

10. Top-Heavy/Key-Employee question

    By Tom, January 4, 2024
    • 10 replies
    • 1.8k views
    • 
    • justanotheradmin
    • January 5, 2024

11. Union in ADP test

    By ombskid, December 19, 2006
    • 3 replies
    • 1.8k views
    • 
    • PLAN MAN
    • December 20, 2006

12. Deductibility of match forfeitures.

    By Guest, August 31, 2000
    • 6 replies
    • 1.8k views
    • 
    • rcline46
    • September 1, 2000

13. Discretionary match in Safe Harbor 401(k) Plan

    By Dougsbpc, September 24, 2015
    • 3 replies
    • 1.8k views
    • 
    • Dougsbpc
    • September 25, 2015

14. Eligible Compensation for 15% Limit

    By Guest kcousin, December 17, 2001
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 21, 2001

15. Silver Boullions in a 401(k) Plan?

    By Guest notapensiongeek, April 21, 2006
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • April 26, 2006

16. Elimination of Gap income: 2008 or 2009?

    By Santo Gold, April 6, 2009
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • April 6, 2009

17. Stock Sale - Successor Plan?

    By jmartin, April 17, 2013
    • 2 replies
    • 1.8k views
    • 
    • Bill Presson
    • April 17, 2013

18. Plan Merger

    By Guest FAZEKAS, November 6, 1998
    • 1 reply
    • 1.8k views
    • 
    • Alonzo
    • November 6, 1998

19. PS 58 Costs

    By rlb64, September 9, 2004
    • 2 replies
    • 1.8k views
    • 
    • rlb64
    • September 10, 2004

20. Blackout Notice

    By Guest mattman, July 1, 2003
    • 5 replies
    • 1.8k views
    • 
    • E as in ERISA
    • July 2, 2003

21. Retroactive S Corp Election by LLC (abridged)

    By austin3515, March 2, 2004
    • 2 replies
    • 1.8k views
    • 
    • austin3515
    • March 3, 2004

22. Client wants to make additional integrated non-elective contribution o

    By KateSmithPA, May 21, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • May 22, 2001

23. Hardship withdrawals from SIMPLE 401K's

    By Guest A. Rostosky, October 19, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 2000

24. Switching from Safe Harbor Non-elective to Safe Harbor Match?

    By Lori H, March 16, 2015
    • 9 replies
    • 1.8k views
    • 
    • Kevin C
    • March 25, 2015

25. Early Retirement and Vesting Provisions

    By KayC, August 1, 2023
    • 7 replies
    • 1.8k views
    • 
    • acm_acm
    • August 2, 2023

26. Statistics on Matching Contributions: Annual Match vs. Payroll Period?

    By John A, October 26, 2000
    • 0 replies
    • 1.8k views
    • 
    • John A
    • October 26, 2000

27. Can a participant elect out of loan repayments?

    By Guest Amanda Davis, June 3, 2003
    • 5 replies
    • 1.8k views
    • 
    • RCK
    • June 6, 2003

28. Can an Employer use net comp. (comp. after salary deferrals made to a

    By Guest Kathleen Fouquet, November 14, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 15, 2001

29. W-2 Box 13 Retirement

    By Tom, January 16, 2020   

    • who is active participant
    • w-2
    • (and 1 more)

      Tagged with:

      • who is active participant
      • w-2
      • box 13
    • 3 replies
    • 1.8k views
    • 
    • Larry Starr
    • January 17, 2020

30. When does employer have to contribute deferrals into plan's trust fund? When does trust fund have to invest them?

    By Guest Carl C, September 21, 2003
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • September 22, 2003

31. Timing of After-Tax Contributions ACP & Annual Additions Testing

    By Guest SHP, February 1, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 8, 2001

32. Hardship Withdrawal Beneficiary Expenses

    By DTH, March 7, 2007
    • 1 reply
    • 1.8k views
    • 
    • Belgarath
    • March 7, 2007

33. 2021 Form 5558s being denied

    By ktrombino, October 18, 2022
    • 12 replies
    • 1.8k views
    • 
    • TPAinPA
    • December 1, 2022

34. Match Caps

    By Guest Michele @ MVP, July 15, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • July 16, 2002

35. 401k max

    By John A, December 14, 1999
    • 5 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • December 22, 1999

36. Missed Loan Payments

    By Guest Jenifer, January 4, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2001

37. Safe Harbor 401k Plan

    By Guest DeePA, June 4, 2003
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • June 4, 2003

38. General question

    By KEB, May 23, 2018
    • 26 replies
    • 1.8k views
    • 
    • Bill Presson
    • May 29, 2018

39. "Changing" companies, opportunity to move 401K to IRA?

    By Guest Carl C, November 11, 2004
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • November 12, 2004

40. Age 50 Catch-Up Questions after proposed regulations?

    By John A, November 5, 2001
    • 3 replies
    • 1.8k views
    • 
    • John A
    • November 7, 2001

41. LLC Loss - Catch up eligible?

    By Sully, October 7, 2008
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • October 8, 2008

42. 401k Employer Requirements for Sending Money to Investment Company

    By Guest tpowell, January 4, 2000
    • 4 replies
    • 1.8k views
    • 
    • MWeddell
    • January 5, 2000

43. Late Deposits (Small Plan vs Large Plan after new participant counting methodology)

    By 401k Conundrums, September 8, 2025
    • 2 replies
    • 1.8k views
    • 
    • 401k Conundrums
    • September 9, 2025

44. Does anyone have a "maybe" safe harbor notice?

    By jkharvey, November 2, 2000
    • 1 reply
    • 1.8k views
    • 
    • wmyer
    • November 2, 2000

45. Short Plan Year, Deferral of Accountant's Report

    By Guest mtrice, April 22, 2014   

    • Change in Plan Year
    • 401(k) Plans
    • 1 reply
    • 1.8k views
    • 
    • Flyboyjohn
    • April 22, 2014

46. adp testing - controlled group

    By Chippy, November 21, 2016
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 22, 2016

47. cash out buy back

    By Guest JBeck, February 17, 2004
    • 5 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • February 18, 2004

48. entry date

    By EBDI, May 24, 2016
    • 9 replies
    • 1.8k views
    • 
    • EBDI
    • May 26, 2016

49. RMD for "of counsel" attorney

    By nancy, April 9, 2025
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • April 14, 2025

50. Using elective contributions to pass ACP test under prior year testing

    By Guest GBMcGrath, March 5, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 14, 2001