401(k) Plans

19,334 topics in this forum

1. Disallowing elective contributions from those with 401(k) withdrawals/

   By Guest KOlsen, October 6, 1999
   • 3 replies
   • 1.8k views
   • 
   • Dowist
   • October 7, 1999

2. Prior Year Term and Profit Sharing Contribution

   By 401kQ's, August 1, 2018
   • 8 replies
   • 1.8k views
   • 
   • 401kQ's
   • August 2, 2018

3. How fix failed coverage test when 100% benefitting?

   By Guest TaxedToDeath, May 11, 2012
   • 1 reply
   • 1.8k views
   • 
   • Mike Preston
   • May 14, 2012

4. Independent contractor medical practice

   By R. Butler, November 15, 2017
   • 7 replies
   • 1.8k views
   • 
   • Belgarath
   • November 17, 2017

5. Missed Safe Harbor and ADP testing

   By BG5150, March 9, 2017
   • 8 replies
   • 1.8k views
   • 
   • RatherBeGolfing
   • March 10, 2017

6. RMD

   By Nassau, December 1, 2010
   • 1 reply
   • 1.8k views
   • 
   • Lou S.
   • December 1, 2010

7. Allocation schedule vs. Payroll report

   By 401king, May 15, 2019
   • 4 replies
   • 1.8k views
   • 
   • 401king
   • May 16, 2019

8. Leave of Absence & Contribution Eligibility

   By metsfan026, May 31, 2024
   • 3 replies
   • 1.8k views
   • 
   • RatherBeGolfing
   • June 3, 2024

9. Short Initial Plan Year

   By Lori Foresz, August 30, 2004
   • 2 replies
   • 1.8k views
   • 
   • rlb64
   • September 1, 2004

10. SPD Amendment For Window?

    By ERISA-Bubs, October 9, 2012
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

11. Redemption Fees

    By Guest cgodfrey, April 27, 2005
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • April 28, 2005

12. Changing Entry Dates

    By IRA, August 2, 2013
    • 6 replies
    • 1.8k views
    • 
    • austin3515
    • August 2, 2013

13. Automatic Enrollment Problem

    By Below Ground, February 5, 2007
    • 3 replies
    • 1.8k views
    • 
    • 401_4_ever
    • February 7, 2007

14. 401(k) participation by credit card tips

    By dan654083, April 7, 2018
    • 5 replies
    • 1.8k views
    • 
    • MWeddell
    • April 16, 2018

15. 402(g) Excess (all Roth) not taken--loophole?

    By BG5150, May 7, 2024
    • 13 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • May 13, 2024

16. 401K taking a massive beating due to no job...

    By Guest bill545, March 2, 2006
    • 3 replies
    • 1.8k views
    • 
    • E as in ERISA
    • March 2, 2006

17. Independent Contractor - Prior Service

    By 52626, May 2, 2019
    • 4 replies
    • 1.8k views
    • 
    • Luke Bailey
    • May 3, 2019

18. Form 5500 (item #8a)

    By Guest Giovanni, July 9, 2004
    • 6 replies
    • 1.8k views
    • 
    • pmacduff
    • July 13, 2004

19. A sole proprietor (who has employees) is setting up a 401k plan. Any

    By Guest Juracek, December 7, 2000
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • December 19, 2000

20. No Longer a Participating Employer

    By Guest JEP, May 12, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 12, 2003

21. 414(s) compensation for SH, Top Heavy

    By justanotheradmin, October 31, 2013   

    • 414(s)
    • Safe harbor
    • (and 1 more)

      Tagged with:

      • 414(s)
      • Safe harbor
      • top heavy
    • 0 replies
    • 1.8k views
    • 
    • justanotheradmin
    • October 31, 2013

22. Changing ADP testing methods from current to prior year

    By Guest PSHowell, February 27, 2004
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 27, 2004

23. Changing Vesting Schedules By Amendment

    By Gadgetfreak, August 21, 2009
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • August 24, 2009

24. 401(a)(9)

    By Guest pjb, May 24, 2002
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 28, 2002

25. After-Tax Basis Recovery

    By Guest Frank Jackson, June 5, 2000
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • June 8, 2000

26. Safe Habor match issues and Can an HCE really be an NHCE?

    By Guest PALAWYER, November 8, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 13, 2000

27. Forced distributions timing

    By Guest BarbaraB, June 10, 2010
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • June 10, 2010

28. Company Stock Issue

    By fidu, April 19, 2002
    • 4 replies
    • 1.8k views
    • 
    • fidu
    • April 22, 2002

29. Hardship Distribution Request for Medical Expenses

    By Guest jefe96, March 29, 2005
    • 5 replies
    • 1.8k views
    • 
    • austin3515
    • April 1, 2005

30. ADP Refund and death

    By Guest jvandyke, March 1, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 2, 2010

31. Eligibility and Auto Enroll

    By Guest lgm, May 15, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 2009

32. Safe Harbor contribution not made

    By CJS07, April 17, 2008
    • 4 replies
    • 1.8k views
    • 
    • rcline46
    • April 18, 2008

33. Safe Harbor Compensation Question

    By Guest shaul, November 6, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 30, 2010

34. QNEC Question

    By Stash026, April 6, 2009
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • April 7, 2009

35. Affiliated Service Group Rules

    By Guest CSTS, December 14, 2004
    • 1 reply
    • 1.8k views
    • 
    • GBurns
    • December 14, 2004

36. 401(k) Deposits

    By Guest SCUDDESLER, October 4, 2002
    • 7 replies
    • 1.8k views
    • 
    • jpod
    • October 4, 2002

37. Eligibility for rehired employees

    By Guest aquarius, March 21, 2007
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 21, 2007

38. Off Calendar Plan Year

    By MBCarey, October 14, 2004
    • 3 replies
    • 1.8k views
    • 
    • jquazza
    • October 15, 2004

39. Mutual Fund "Late Trading" to be abolished under proposal by SEC Chairman Donaldson

    By four01kman, November 19, 2003
    • 12 replies
    • 1.8k views
    • 
    • ljr
    • December 1, 2003

40. Using Prior Year testing in First Plan Year

    By Guest JeffRed, November 18, 2010
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • November 18, 2010

41. 401(k) excess profit sharing contributions

    By Guest paytaxesforusa, December 29, 2007
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 29, 2007

42. Plan Termination

    By Guest lforesz, June 13, 2001
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • June 14, 2001

43. Stock Sale and Distribution of Assets

    By PMC, January 18, 2001
    • 3 replies
    • 1.8k views
    • 
    • PMC
    • January 23, 2001

44. New Employer for Successor Plan Rule

    By Guest philc, August 6, 2002
    • 2 replies
    • 1.8k views
    • 
    • alanm
    • August 15, 2002

45. 15% Excise Tax

    By Guest Giovanni, October 31, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 1, 2001

46. 20% withholding on plan distribution to satisfy IRS tax levy?

    By Wessex, May 11, 1999
    • 2 replies
    • 1.8k views
    • 
    • Wessex
    • May 12, 1999

47. Erisa Bond

    By PFranckowiak, June 23, 2008
    • 4 replies
    • 1.8k views
    • 
    • Kimberly S
    • June 24, 2008

48. Calculation of Catch-up Match

    By Gruegen, January 16, 2003
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 17, 2003

49. QSLOB

    By Guest tintree73, November 16, 2006
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 16, 2006

50. In-Service Distribution: Unrelated Rollover

    By Guest 4Kicks, January 24, 2014   

    • Top Heavy Test
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • January 24, 2014