401(k) Plans

19,321 topics in this forum

1. When do deferrals of partners in a partnership or LLC need to be funde

   By Guest Micahel Gheen, CPA, December 16, 1999
   • 4 replies
   • 2k views
   • 
   • thepensionmaven
   • December 31, 1999

2. Bonus pay period start and end vs check date

   By dragondon, August 22, 2023
   • 4 replies
   • 2.3k views
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   • Josette
   • August 24, 2023

3. Non Safe Harbor and Safe Harbor Hardship Withdrawals

   By Guest schmidtfit, December 5, 2002
   • 4 replies
   • 3k views
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   • MWeddell
   • December 9, 2002

4. 401(a)...what is it?

   By Guest bouncingsoul, October 6, 2005
   • 4 replies
   • 1.6k views
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   • Guest
   • October 8, 2005

5. merging safe harbor 401k with non-safe harbor 401k

   By Santo Gold, May 15, 2007
   • 4 replies
   • 3k views
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   • Guest
   • May 30, 2007

6. Eligibility Amendment

   By Alex Daisy, December 14, 2007
   • 4 replies
   • 1.7k views
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   • Mike Preston
   • December 18, 2007

7. K-1 with no earnings from SE but includes W2 compensation

   By AS TPA, April 4, 2019
   • 4 replies
   • 1.5k views
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   • AS TPA
   • April 4, 2019

8. When the Market Opens....

   By Guest gsl, September 14, 2001
   • 4 replies
   • 1.6k views
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   • Guest
   • September 17, 2001

9. 2 plans in a controlled group

   By FJR, December 23, 2002
   • 4 replies
   • 1.9k views
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   • RCK
   • December 26, 2002

10. 401(k) safe harbor commitment to only NHCE's

    By Brenda Wren, January 12, 2005
    • 4 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 28, 2005

11. Should I cash out a small 401K?

    By Guest mcdonam, July 17, 2007
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 20, 2007

12. Excluded Bargained Employees let into 401(k)

    By jsample, September 11, 2017
    • 4 replies
    • 775 views
    • 
    • jsample
    • September 12, 2017

13. Sponsor left a MEP

    By CLE401kGuy, July 31, 2019
    • 4 replies
    • 2.3k views
    • 
    • MSN
    • August 2, 2019

14. Off Calendar Catch Up Question

    By Gilmore, October 19, 2021
    • 4 replies
    • 489 views
    • 
    • Gilmore
    • October 20, 2021

15. Payment of Plan Expenses

    By Guest Maddog, April 2, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • April 9, 1999

16. 401k Employer Requirements for Sending Money to Investment Company

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

17. deposit error attributable earnings

    By LMK TPA, March 3, 2025
    • 4 replies
    • 1.1k views
    • 
    • Artie M
    • March 5, 2025

18. Time limit to submit deferrals and matches

    By Guest Rags, January 23, 2008
    • 4 replies
    • 2k views
    • 
    • WDIK
    • January 26, 2008

19. Compensation insufficient to make deferral

    By Guest griffith, March 30, 2010
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • March 31, 2010

20. Compensation-fringe benefit exclusion

    By Guest Salem, February 12, 2014   

    • fringe
    • compensation
    • 4 replies
    • 4.3k views
    • 
    • KED
    • February 14, 2014

21. use of different safe harbors

    By thepensionmaven, May 24, 2017
    • 4 replies
    • 417 views
    • 
    • Belgarath
    • May 24, 2017

22. Which Employees to Pull in Coverage

    By Madison Roberts, February 21, 2024
    • 4 replies
    • 568 views
    • 
    • CuseFan
    • February 22, 2024

23. Puerto Rico Qualification

    By Guest CRC02, March 25, 2004
    • 4 replies
    • 1.5k views
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    • Harwood
    • March 25, 2004

24. QACA Maybe?

    By Brenda Wren, December 14, 2007
    • 4 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 17, 2007

25. Deferral correction

    By BW, December 15, 2014
    • 4 replies
    • 1.2k views
    • 
    • Beemer
    • December 19, 2014

26. Direct Rollover

    By Guest Chris Bullick, September 9, 1999
    • 4 replies
    • 1.4k views
    • 
    • jlf
    • September 14, 1999

27. Partner Compensation at Retirement

    By 401kAllTheWay, April 16, 2024
    • 4 replies
    • 968 views
    • 
    • 401kAllTheWay
    • April 22, 2024

28. HCE Rate Groups

    By FJR, September 23, 2004
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 24, 2004

29. Rollover from 401K to ROTH IRA

    By Alex Daisy, September 11, 2009
    • 4 replies
    • 1.2k views
    • 
    • R. Butler
    • September 11, 2009

30. SH Match Termination

    By 12AX7, July 21, 2010
    • 4 replies
    • 1.3k views
    • 
    • 12AX7
    • July 21, 2010

31. Incorrect Profit Sharing Allocation

    By 52626, October 20, 2014
    • 4 replies
    • 2.2k views
    • 
    • ESOP Guy
    • October 20, 2014

32. Elective Deferral for Sole Proprietor

    By thepensionmaven, August 24, 2021
    • 4 replies
    • 762 views
    • 
    • BG5150
    • August 26, 2021

33. removal of auto enrollment features

    By pmacduff, April 17, 2024
    • 4 replies
    • 2k views
    • 
    • 401kology
    • July 22, 2024

34. Can a waiver of participation be revoked by the participant?

    By Richard Anderson, December 12, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • December 13, 2000

35. Money Purchase/401(k) merger - late 5500

    By rlb64, May 20, 2008
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • May 20, 2008

36. controlled group, separate eligibility

    By Guest sabecker, May 26, 2011
    • 4 replies
    • 1.4k views
    • 
    • PensionPro
    • May 26, 2011

37. Safe Harbor 401(k), with Sole Prop and short initial plan year.

    By Belgarath, April 15, 2004
    • 4 replies
    • 1.4k views
    • 
    • jquazza
    • April 16, 2004

38. Failed ADP - Participant Deceased

    By PFranckowiak, February 13, 2012
    • 4 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • February 13, 2012

39. Inclusion of participant prior to entry date.

    By Lori H, February 10, 2015
    • 4 replies
    • 884 views
    • 
    • Lori H
    • February 11, 2015

40. Top Heavy Testing

    By helloobb, November 13, 2015
    • 4 replies
    • 2k views
    • 
    • chc93
    • February 25, 2016

41. Late Filing letters from the IRS sent to Plan Sponsors of 5500 EZ Plans

    By ABeach, November 29, 2022
    • 4 replies
    • 739 views
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    • Lois Baker
    • November 30, 2022

42. Age Based Match Formulas

    By justatester, October 23, 2023
    • 4 replies
    • 754 views
    • 
    • Bri
    • October 23, 2023

43. Treas Reg 1.72(p)1, Q&A-10

    By Brian Gallagher, April 4, 2003
    • 4 replies
    • 5.3k views
    • 
    • david rigby
    • April 5, 2003

44. Partners make varying PSP contributions

    By Guest long, September 17, 2003
    • 4 replies
    • 2.3k views
    • 
    • KJohnson
    • September 17, 2003

45. Discretionary match intended for 2008, no extension filed

    By John Feldt ERPA CPC QPA, April 21, 2009
    • 4 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 21, 2009

46. Failed ADP with late Refund

    By pixmax, March 31, 2010
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • March 31, 2010

47. Life insurance on partner

    By Guest charlesperry, April 24, 2012
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 2, 2012

48. Union Ee's / Top Paid Group

    By austin3515, May 9, 2013
    • 4 replies
    • 2.4k views
    • 
    • austin3515
    • November 27, 2013

49. New Safe Harbor 401(k) Plan

    By Dougsbpc, September 24, 2015
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • September 27, 2015

50. Cornona Virus distribution

    By Lou81, April 9, 2020   

    • cares act
    • 4 replies
    • 887 views
    • 
    • Luke Bailey
    • May 18, 2020