401(k) Plans

19,275 topics in this forum

1. Seasonal Employees exclusion form Plan question ..... again.

   By Hoard1, December 8, 1999
   • 1 reply
   • 1.7k views
   • 
   • Hoard1
   • December 10, 1999

2. Matching Contributions

   By Guest Curious, November 22, 1998
   • 3 replies
   • 1.7k views
   • 
   • MWeddell
   • November 23, 1998

3. Multiple K-1s and negative net comp

   By doombuggy, May 29, 2014
   • 5 replies
   • 1.7k views
   • 
   • Flyboyjohn
   • June 2, 2014

4. Highly comp Employee Question?

   By Guest KD40, September 24, 2002
   • 3 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • September 24, 2002

5. Defaulted Loans

   By Guest CGBS, September 19, 2001
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • September 27, 2001

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

   By Guest KOlsen, October 6, 1999
   • 3 replies
   • 1.7k views
   • 
   • Dowist
   • October 7, 1999

7. How do we correct profit sharing contributions that were calculated and deposited incorrectly?

   By Guest tigbenefits, August 13, 2005
   • 5 replies
   • 1.7k views
   • 
   • Appleby
   • August 14, 2005

8. Prefunded Profit Sharing in excess of allocable

   By Guest Moira, May 5, 2006
   • 2 replies
   • 1.7k views
   • 
   • Archimage
   • May 8, 2006

9. Relius users at v11

   By mschwechter, February 23, 2006
   • 3 replies
   • 1.7k views
   • 
   • mschwechter
   • February 24, 2006

10. Safe Harbor 401k

    By Guest lskin, March 21, 2006
    • 4 replies
    • 1.7k views
    • 
    • Tom Poje
    • March 22, 2006

11. Beneficiary Designation Excludes New Spouse

    By billfgrady, June 29, 2006
    • 4 replies
    • 1.7k views
    • 
    • billfgrady
    • June 30, 2006

12. discriminatory definion of compensation

    By Guest C Kampen, November 3, 1999
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 5, 1999

13. 401(k) Contributions-Return prior to Year End

    By BTH, December 16, 2003
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • December 17, 2003

14. Participant Investment Direction - Alienation Issue

    By Guest ljelaw, May 7, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 13, 1999

15. Missed Safe Harbor and ADP testing

    By BG5150, March 9, 2017
    • 8 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • March 10, 2017

16. Impermissible hardship distribution

    By Belgarath, March 13, 2007
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • March 13, 2007

17. rehire entry date

    By WCC, August 12, 2016
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • August 12, 2016

18. Safe Harbor 3% Non-elective with Match

    By Guest PensionHelpers, January 13, 2004
    • 7 replies
    • 1.7k views
    • 
    • chris
    • February 5, 2004

19. What administrative expenses may be charged to a plan?

    By Guest Letocha, December 7, 2000
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • February 28, 2001

20. Form 5330 - Paid Preparer? PTIN?

    By ldr, January 7, 2020   

    • 5330
    • excise tax form
    • (and 1 more)

      Tagged with:

      • 5330
      • excise tax form
      • ptin
    • 9 replies
    • 1.7k views
    • 
    • ldr
    • January 8, 2020

21. Engagement Letter for 401(k) Plan Audit

    By Eric Taylor, February 24, 2021
    • 2 replies
    • 1.7k views
    • 
    • Eric Taylor
    • February 25, 2021

22. DC 415 limit with catch-up

    By drakecohen, February 17, 2013
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 18, 2013

23. Removing 100% vesting at Early Retirement

    By Guest Kathy Bayes, March 11, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 11, 2002

24. 11-K Filing or not?

    By Guest Chrysler, January 9, 2006
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • January 9, 2006

25. Mandatory Auto Enrollment Workaround

    By austin3515, September 24, 2024
    • 13 replies
    • 1.7k views
    • 
    • austin3515
    • September 26, 2024

26. Effective date of new plan w/ mid-year deferrals

    By BG5150, May 1, 2018
    • 7 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 4, 2018

27. Are there service providers who do operational audits to ascertain if

    By Guest Lisa Flagg, November 16, 2000
    • 6 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • November 17, 2000

28. 401k vs. Keogh

    By jgerardy, September 21, 2020
    • 6 replies
    • 1.7k views
    • 
    • jgerardy
    • September 24, 2020

29. Leased Employee Credited Service

    By Guest Chaffee, August 10, 2004
    • 1 reply
    • 1.7k views
    • 
    • Ron Snyder
    • August 12, 2004

30. help for an HCE who is habitually receiving refunds.

    By Lori H, March 11, 2004
    • 11 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • March 15, 2004

31. Electing out of Auto Enrollment

    By Guest carolina, August 21, 2007
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • August 22, 2007

32. HCEs Took Distribution/Plan Fails ADP Test

    By Guest Liz Mikkelson, February 19, 1999
    • 1 reply
    • 1.7k views
    • 
    • Disco Stu
    • February 19, 1999

33. failure to make safe harbor 401k contribution

    By goldtpa, December 17, 2013
    • 2 replies
    • 1.7k views
    • 
    • goldtpa
    • December 19, 2013

34. Lifetime Income Disclosure - owner only plans

    By Tom, July 19, 2022
    • 14 replies
    • 1.7k views
    • 
    • chc93
    • August 11, 2022

35. top heavy 401k plan

    By Guest ehayes, April 24, 2002
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • April 24, 2002

36. 404(a)(3) deduction limitation

    By Guest Cynthia Williams, December 30, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • December 30, 1999

37. Safe Harbor Matching

    By Guest Rob, November 18, 1998
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 19, 1998

38. ADP/ACP failures - excess refunds to HCEs?

    By SRNPEBT, September 24, 2015
    • 0 replies
    • 1.7k views
    • 
    • SRNPEBT
    • September 24, 2015

39. rights benefits and features

    By Scuba 401, June 1, 2017
    • 20 replies
    • 1.7k views
    • 
    • ESOP Guy
    • June 2, 2017

40. Recharacterization of Deferrals as Catch-up

    By commishvp, February 28, 2006
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • February 28, 2006

41. EMPLOYER MATCHING CONTRIBUTIONS

    By Guest elizabeth, January 11, 1999
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • January 11, 1999

42. 2021 Form 5558s being denied

    By ktrombino, October 18, 2022
    • 12 replies
    • 1.7k views
    • 
    • TPAinPA
    • December 1, 2022

43. Tax Savings Calculator

    By Guest MikeD, October 3, 2006
    • 5 replies
    • 1.7k views
    • 
    • austin3515
    • October 5, 2006

44. Can I have 2 principal residence loans

    By Guest chris4013, December 19, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • December 21, 2005

45. Last Man Standing

    By DTH, September 19, 2007
    • 8 replies
    • 1.7k views
    • 
    • Archimage
    • September 21, 2007

46. Charging Administrative Expenses Against Plan Assets

    By Guest L, May 20, 1999
    • 2 replies
    • 1.7k views
    • 
    • Jon Chambers
    • May 28, 1999

47. Match Calculated Per Pay Basis - Safe Harbor

    By CLE401kGuy, January 4, 2019   

    • compensation limit
    • 6 replies
    • 1.7k views
    • 
    • Below Ground
    • January 21, 2019

48. Can the plan administrator withhold distribution from a terminated participant until his severance payments end?

    By erisa parrot, May 14, 2016
    • 6 replies
    • 1.7k views
    • 
    • EBECatty
    • May 17, 2016

49. Another Benefit Is Contingent on 401(k) Deferrals

    By Guest mrjones, July 10, 2006
    • 1 reply
    • 1.7k views
    • 
    • spartytax
    • June 17, 2015

50. 401(k) Correction Issue

    By Guest ccl, January 30, 2009
    • 2 replies
    • 1.7k views
    • 
    • PAL
    • February 6, 2009