401(k) Plans

19,275 topics in this forum

1. Reverse Borrowing/Shifting

   By justatester, November 2, 2012
   • 6 replies
   • 1.8k views
   • 
   • Tom Poje
   • November 5, 2012

2. Stock Bonus Program

   By Guest benefitstudent, March 28, 2006
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • April 3, 2006

3. After-Tax Contributions/Mega Roth Conversion considerations

   By Zach Del, May 17, 2023
   • 4 replies
   • 1.8k views
   • 
   • Zach Del
   • May 18, 2023

4. de minimus excise tax

   By Guest Rosemary Raymer, April 23, 2002
   • 3 replies
   • 1.8k views
   • 
   • Steve72
   • April 23, 2002

5. Missed Deferral and Catchup Opportunity

   By bhodge113, April 8, 2021
   • 4 replies
   • 1.8k views
   • 
   • BG5150
   • April 12, 2021

6. What type of EIN to get for Solo 401K?

   By GregJ, April 26, 2016
   • 1 reply
   • 1.8k views
   • 
   • Bird
   • April 26, 2016

7. Non-Spousal Rollover: IRA vs Qualified Plan

   By wsp, July 25, 2007
   • 3 replies
   • 1.8k views
   • 
   • wsp
   • July 26, 2007

8. Find a participant

   By Guest Alwaysthinking, January 16, 2004
   • 7 replies
   • 1.8k views
   • 
   • Brian Gallagher
   • October 26, 2004

9. "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

10. Controlled Group Testing

    By Guest jimmybeau, March 5, 2008
    • 5 replies
    • 1.8k views
    • 
    • dmwe
    • April 10, 2008

11. Associated Match w/ ADP Refund

    By fiona1, March 30, 2007
    • 0 replies
    • 1.8k views
    • 
    • fiona1
    • March 30, 2007

12. Plan to Plan Transfer

    By Guest mmc, October 12, 2004
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • October 14, 2004

13. Prime minus one as a plan loan interest rate?

    By KJohnson, January 11, 2001
    • 2 replies
    • 1.8k views
    • 
    • Alf
    • January 12, 2001

14. Different match formulas for part-time and full-time employees?

    By Guest MES, April 27, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • April 30, 2001

15. Timing of deposits

    By 52626, September 21, 2023
    • 4 replies
    • 1.8k views
    • 
    • Gilmore
    • September 25, 2023

16. Controlled Group/Multiple ER Group - SH Spinoff

    By Tinman, June 12, 2008
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • June 13, 2008

17. Late 401(k) deposits and Form 5330

    By Guest babs51, August 6, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 10, 2004

18. Partial Termination

    By Guest Kevin1, December 1, 2005
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • December 3, 2005

19. Compensation Defination

    By Guest SLynch, April 20, 1999
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 19, 1999

20. Effectivity of 401k limit changes

    By Guest fred37, November 20, 2002
    • 5 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 26, 2002

21. 401k Deposits Not Made and Company Has No Money

    By Guest needhelp, September 20, 2001
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • September 20, 2001

22. Termination Date when maternity leave employee does not return to work

    By Guest DeePA, February 18, 2003
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • February 18, 2003

23. Is a hardship withdrawal or hardship distribution from vested match an

    By John A, September 11, 2000
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • September 11, 2000

24. New controlled group companies

    By jpokusa, January 10, 2018   

    • 401(k)
    • participation
    • (and 2 more)

      Tagged with:

      • 401(k)
      • participation
      • participating employers
      • controlled group
    • 6 replies
    • 1.8k views
    • 
    • jpod
    • January 11, 2018

25. Earned Income Calculation

    By Guest notapensiongeek, March 9, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 10, 2006

26. How Late is Too Late To Adopt a Non-SH 401(k)?

    By ERISA1, December 10, 2010
    • 8 replies
    • 1.8k views
    • 
    • Bird
    • December 14, 2010

27. BR&F - Match formula based on YOS

    By austin3515, February 8, 2015
    • 16 replies
    • 1.8k views
    • 
    • Tom Poje
    • February 10, 2015

28. Another Amendment to Safe Harbor Plan Question

    By austin3515, June 8, 2015
    • 20 replies
    • 1.8k views
    • 
    • austin3515
    • June 15, 2015

29. Vesting Changes Under EGTRRA

    By Guest yerisa, July 19, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 19, 2001

30. What is considered "by the deadline" for tax deductibility of contributions?

    By RAH401(k), September 14, 2018   

    • tax
    • deductions
    • (and 1 more)

      Tagged with:

      • tax
      • deductions
      • filing deadline
    • 8 replies
    • 1.8k views
    • 
    • Larry Starr
    • September 19, 2018

31. Compensation for self employed for ADP/ACP testing

    By Guest rwright, December 30, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 30, 1998

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

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

33. Catch-up Contributions in a non-calendar year plan

    By Guest Giovanni, March 28, 2002
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • April 2, 2002

34. Using permitted disparity in a Safe Harbor 401(k) Plan

    By katieinny, September 10, 2002
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • September 10, 2002

35. Top Heavy / "Early" Participation in 401(k) Feature

    By Guest EMC, February 25, 2000
    • 3 replies
    • 1.8k views
    • 
    • IRC401
    • March 1, 2000

36. SIMPLE Plan Match True UP

    By Guest JEP, October 25, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 25, 2001

37. HCE Determination

    By Guest le190, August 27, 1999
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • August 29, 1999

38. key employee determination

    By Guest ERIC STRAND, March 21, 2002
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 22, 2002

39. Can a member of controlled group split from it's plan?

    By Lori H, July 22, 2014   

    • SIC code?
    • 9 replies
    • 1.8k views
    • 
    • austin3515
    • September 2, 2014

40. Converting an existing 401(k) plan to QACA

    By Guest kh1, September 23, 2014
    • 6 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 8, 2014

41. Thrift 401(k) Plan

    By Guest Mardi Gras, July 8, 2002
    • 3 replies
    • 1.8k views
    • 
    • Erik Read
    • July 12, 2002

42. Targeted QNEC question

    By BG5150, January 19, 2010
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 19, 2010

43. Avoiding(?) True-ups on Catch-Ups in Safe Harbor Plan?

    By Guest EEC1, August 28, 2009
    • 7 replies
    • 1.8k views
    • 
    • GMK
    • August 28, 2009

44. Enron

    By fidu, November 29, 2001
    • 2 replies
    • 1.8k views
    • 
    • Jon Chambers
    • November 30, 2001

45. Age 50 Catch Up-proposed regulations

    By Michael Devault, October 23, 2001
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • October 23, 2001

46. Multiple Employer Plan Liability

    By Guest Shaf, February 23, 2004
    • 12 replies
    • 1.8k views
    • 
    • Guest
    • March 2, 2004

47. Short first year; in determining maximum compensation for the match calculation, how many months do I prorate the $200K limit? 1 or 2?

    By alexa, December 6, 2003
    • 7 replies
    • 1.8k views
    • 
    • g8r
    • December 12, 2003

48. family attribution

    By Guest ROB VIDOVICH, May 31, 2001
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • May 31, 2001

49. Religious exemption from plan participation

    By Tom, November 28, 2022
    • 7 replies
    • 1.8k views
    • 
    • CuseFan
    • November 30, 2022

50. Employer Securities Limit in 401(k) Plan

    By KateSmithPA, July 18, 2008
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 19, 2008