401(k) Plans

19,275 topics in this forum

1. USERRA: Compensation used to determine HCE status

   By Guest IU1994, November 10, 2004
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • November 10, 2004

2. HELP!! With shadow 401(k), What is it and where can I get info thank

   By Guest bbaugh, September 5, 2002
   • 2 replies
   • 1.8k views
   • 
   • Steve72
   • September 5, 2002

3. How to do 401(k) discrimination testing for a plan with no NHCEs (i.e.

   By Guest Pat Metallic, November 7, 2000
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • November 21, 2000

4. Employees of Subsidiary Eligible to Participate?

   By Guest 409A newbie, July 23, 2012
   • 1 reply
   • 1.8k views
   • 
   • K2retire
   • July 23, 2012

5. Can anyone help with proposed SPD language? - re: automatic 401(k) enrollment

   By ERISAatty, October 15, 2004
   • 6 replies
   • 1.8k views
   • 
   • g8r
   • October 16, 2004

6. Terminating Safe Harbor Plan, Schedule C income

   By 401(k)athryn, November 3, 2016   

   • safe harbor
   • short plan year
   • (and 3 more)

     Tagged with:

     • safe harbor
     • short plan year
     • earned income
     • schedule c
     • plan termination
   • 8 replies
   • 1.8k views
   • 
   • ETA Consulting LLC
   • November 4, 2016

7. QSLOB? Less than 50 employees?

   By justanotheradmin, April 27, 2015
   • 1 reply
   • 1.8k views
   • 
   • Lou S.
   • April 27, 2015

8. Time to update NRA?

   By Riley Britton, March 14, 2021
   • 12 replies
   • 1.8k views
   • 
   • Bird
   • March 17, 2021

9. Does deferred restricted stock count as compenstation for determining

   By Guest Blindman, February 18, 2002
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • February 19, 2002

10. Plan Amendment

    By Guest Lee68, June 14, 2008
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • June 14, 2008

11. 1099's for Failed ADP Test - EE Paid Out

    By Rob P, December 4, 2009
    • 4 replies
    • 1.8k views
    • 
    • austin3515
    • December 7, 2009

12. er matching deposit deadline

    By Guest beckyhummer, August 28, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • October 4, 2001

13. Merger of PS & MP Plan -- Consent to plan loan

    By Wessex, February 8, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 9, 2002

14. Canadian residents as participants in US 401(k) plan

    By lexi, March 6, 2007
    • 0 replies
    • 1.8k views
    • 
    • lexi
    • March 6, 2007

15. HCE Defined

    By Guest ChopperPilot, March 2, 2005
    • 5 replies
    • 1.8k views
    • 
    • WDIK
    • March 2, 2005

16. RMD for an owner

    By Guest Elfman, June 8, 2005
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2005

17. Forfeitures in Profit Sharing Plan

    By Guest Amy Harle, December 4, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 6, 2001

18. Earnings on Late Roth Deferrals

    By Guest saotampa, July 15, 2010
    • 3 replies
    • 1.8k views
    • 
    • Bird
    • July 16, 2010

19. removal of auto enrollment features

    By pmacduff, April 17, 2024
    • 4 replies
    • 1.8k views
    • 
    • 401kology
    • July 22, 2024

20. 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

21. Revoking a loan policy

    By Guest Pat Metallic, November 22, 2000
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • November 22, 2000

22. Stock Distribution and Beneficiary Basis from 401k plan.

    By Guest fusiuser, February 17, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 17, 2000

23. Loan "Commercially Available Rate"

    By Guest stevena1, March 30, 2006
    • 5 replies
    • 1.8k views
    • 
    • R. Butler
    • March 31, 2006

24. Safe Harbor Plan

    By Nassau, September 9, 2010
    • 5 replies
    • 1.8k views
    • 
    • austin3515
    • January 19, 2011

25. Can a participant who is employed by 3 separate employers be involved

    By Guest Don J. Smith, October 4, 2000
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • October 5, 2000

26. Employee Deferrals for Part-time employees

    By Guest JCONNER, October 23, 1998
    • 1 reply
    • 1.8k views
    • 
    • Larry M
    • October 24, 1998

27. 20% top paid group... uneven number, what do i do? round it?

    By Guest SJPrince, May 1, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 1, 2000

28. Determ Letters

    By Guest Ashley, July 22, 2003
    • 10 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • July 25, 2003

29. Employer Match on Catch Up Contribution

    By MarZDoates, May 2, 2003
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • May 2, 2003

30. 2008 ADP TEST

    By Guest Big Al, January 5, 2009
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • January 21, 2009

31. Employees unionize, match not bargained

    By JustnERPA, May 7, 2019
    • 5 replies
    • 1.8k views
    • 
    • Kevin C
    • May 16, 2019

32. Withholding & Distributions

    By Guest stevena1, February 20, 2007
    • 8 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • February 23, 2007

33. Excess Deferral Discovered after April 15th

    By Guest platte1, August 27, 2004
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2004

34. Mandatory vs Optional under PPA

    By Guest gfeligonde, October 10, 2006
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • October 12, 2006

35. Definition of Comp - Overtime and Tips Deduction

    By austin3515, August 24
    • 12 replies
    • 1.8k views
    • 
    • G8Rs
    • August 26

36. 414(s) Compensation

    By Guest Mike Schwing, January 10, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 14, 2003

37. Qualified Match vs Regular Match -Correction

    By Guest UKH, March 27, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 27, 2001

38. short limitation year - 415 proration

    By Guest JTK, October 20, 2006
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 20, 2006

39. Looking for tips designing 401(k) plan for typical small employer scen

    By Guest SBlack, January 12, 2001
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • January 18, 2001

40. Sole Prop Calculation Software

    By Guest tmv12345, March 7, 2007
    • 5 replies
    • 1.8k views
    • 
    • Gary Lesser
    • March 9, 2007

41. Hardships protected?

    By Guest jmlumpkin, May 25, 2006
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • May 25, 2006

42. One person 401(k) Plan

    By FJR, December 16, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 23, 2002

43. Allocation of small forfeiture amounts

    By Guest Frank Jackson, February 28, 2000
    • 1 reply
    • 1.8k views
    • 
    • IRC401
    • March 1, 2000

44. 12b-1's

    By wsp, June 8, 2006
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • June 10, 2006

45. Plan Merger

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

46. 401K disbursement

    By Guest celias, May 30, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 30, 2001

47. Foreign employees

    By Guest Jose Rosario, August 5, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 7, 2003

48. Disability and Compensation

    By Guest Beavis, December 4, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 4, 1998

49. Payment of Insurance Premiums

    By Bruddah Kimo, April 1, 2009
    • 3 replies
    • 1.8k views
    • 
    • Bruddah Kimo
    • April 1, 2009

50. 60-63 Catch-ups Automatically Incorporated Relius Documents

    By austin3515, September 8, 2024
    • 22 replies
    • 1.8k views
    • 
    • austin3515
    • September 18, 2024