401(k) Plans

19,321 topics in this forum

1. Safe Harbor 401(k) with different eligibility rules

   By Guest Grumpy456, October 22, 2014
   • 3 replies
   • 1.8k views
   • 
   • Tom Poje
   • October 22, 2014

2. Multiple K-1s and negative net comp

   By doombuggy, May 29, 2014
   • 5 replies
   • 1.8k views
   • 
   • Flyboyjohn
   • June 2, 2014

3. 411(d)(6) - change of timing of a distribution

   By EGB, January 24, 2000
   • 1 reply
   • 1.8k views
   • 
   • Ervin Barham
   • January 28, 2000

4. 404 Deduction - Eligible Compensation with per-payroll match and a Profit Share with last day rule

   By legort69, April 28, 2023
   • 3 replies
   • 1.8k views
   • 
   • Paul I
   • April 28, 2023

5. Gang of Six Deficit Reduction Plan

   By goldtpa, July 21, 2011
   • 14 replies
   • 1.8k views
   • 
   • K2retire
   • July 21, 2011

6. Top Heavy Plan no contributions on behalf on Key EE's

   By Guest ROB VIDOVICH, October 23, 2001
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • October 24, 2001

7. DB/DC Combined 6% limit

   By QNPG, March 15, 2012
   • 4 replies
   • 1.8k views
   • 
   • Mike Preston
   • May 16, 2012

8. 2004 Limits

   By Jilliandiz, July 16, 2003
   • 5 replies
   • 1.8k views
   • 
   • Tom Poje
   • July 16, 2003

9. Husband/Wife solo 401(k)

   By Lori H, May 18, 2009
   • 2 replies
   • 1.8k views
   • 
   • Lori H
   • May 19, 2009

10. Excluding certain HCEs by name and a rate group question

    By ldr, October 26, 2018   

    • hce
    • eligibility
    • (and 2 more)

      Tagged with:

      • hce
      • eligibility
      • rate groups
      • new comparability
    • 6 replies
    • 1.8k views
    • 
    • ldr
    • October 31, 2018

11. SH 401(k) / ESOP Permissive Aggregation

    By austin3515, January 3, 2014
    • 3 replies
    • 1.8k views
    • 
    • ESOP Guy
    • January 3, 2014

12. ADP/ACP test question

    By Guest Theresa, February 16, 2000
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • February 22, 2000

13. Short Plan year - catch up?

    By PFranckowiak, January 24, 2013
    • 5 replies
    • 1.8k views
    • 
    • PFranckowiak
    • January 24, 2013

14. Are "in-laws" Key EE's?

    By Guest Dennis Siko, March 9, 1999
    • 1 reply
    • 1.8k views
    • 
    • Dan
    • March 9, 1999

15. Excess Annual Addition

    By bzorc, February 6, 2019
    • 12 replies
    • 1.8k views
    • 
    • bzorc
    • February 11, 2019

16. Is employer/plan sponsor required to permit deferrals past age 70.5

    By Guest kprhok, August 14, 2007
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • August 14, 2007

17. STN & Matrix trust companies

    By Stevo-PDX, November 3, 2006
    • 0 replies
    • 1.8k views
    • 
    • Stevo-PDX
    • November 3, 2006

18. Participant Education

    By 52626, February 11, 2015
    • 5 replies
    • 1.8k views
    • 
    • GMK
    • February 12, 2015

19. Timing of 401(k) Deferrals

    By Guest slrogers, June 28, 2005
    • 4 replies
    • 1.8k views
    • 
    • R. Butler
    • June 29, 2005

20. Defaulted Loans

    By Guest CGBS, September 19, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 27, 2001

21. 402g Refunds After 4/15 deadline

    By ratherbereading, April 21, 2017   

    • 402g refund
    • 6 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • April 21, 2017

22. failure to follow withholding election

    By Kimberly S, June 28, 2007
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 2, 2007

23. Who Purchases ERISA Bond?

    By Guest BenefitsAnnie, July 17, 2013
    • 11 replies
    • 1.8k views
    • 
    • QDROphile
    • July 17, 2013

24. I'm stumped

    By Tom Poje, October 3, 2006
    • 6 replies
    • 1.8k views
    • 
    • BG5150
    • October 4, 2006

25. Max defined cont plan

    By Moe Howard, November 29, 2006
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 29, 2006

26. non-publicly traded stock

    By gregburst, June 13, 2013
    • 1 reply
    • 1.7k views
    • 
    • ESOP Guy
    • June 13, 2013

27. QDRO alterative payee-Cancel payment.

    By Panda, November 7, 2023
    • 4 replies
    • 1.7k views
    • 
    • AKowalski
    • November 9, 2023

28. SECURE 2.0 distributions - protected benefit?

    By MQS0413, November 5, 2024
    • 6 replies
    • 1.7k views
    • 
    • Peter Gulia
    • November 7, 2024

29. Merger of MPPP to 401(k) and on-going loan repayments

    By Guest andmik, June 19, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 19, 2002

30. New "Flexible Benefits Plan"

    By Guest Billy D., August 1, 2002
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • August 1, 2002

31. Determination Letters

    By Guest AP, March 28, 1999
    • 6 replies
    • 1.7k views
    • 
    • Alf
    • March 9, 2000

32. change vesting

    By Guest Moira, August 29, 2006
    • 5 replies
    • 1.7k views
    • 
    • PMC
    • August 30, 2006

33. Coverage for controlled group with separeate plans

    By MR, April 30, 2001
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • May 2, 2001

34. C Corp to S Corp - Safe Harbor 401(k)

    By No Name, September 30, 2005
    • 4 replies
    • 1.7k views
    • 
    • No Name
    • October 3, 2005

35. SCP no existing NHCEs

    By Draper55, March 27, 2019
    • 10 replies
    • 1.7k views
    • 
    • Kevin C
    • March 28, 2019

36. Dual Safe Harbor Plans?

    By Übernerd, February 14, 2006
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 15, 2006

37. amend 401K to safe harbor 401K

    By thepensionmaven, November 17, 2015
    • 3 replies
    • 1.7k views
    • 
    • Lou S.
    • November 17, 2015

38. Participation Waivers

    By Guest PEM, October 10, 2005
    • 7 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • October 11, 2005

39. Catch-UP Contributions

    By Guest caroline84, April 15, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • April 25, 2002

40. IRS Field Auditor decides not to make issue of...

    By J Simmons, February 22, 2010
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 26, 2010

41. Silly Question

    By Randy Watson, June 15, 2005
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • June 27, 2005

42. Tax Savings Calculator

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

43. Don't Post to Safe Harbor 401(k) - Mac Lewis

    By LCARUSI, November 12, 1998
    • 0 replies
    • 1.7k views
    • 
    • LCARUSI
    • November 12, 1998

44. safe harbor contributions

    By LIBERTYKID, April 11, 2002
    • 5 replies
    • 1.7k views
    • 
    • R. Butler
    • April 11, 2002

45. Prior Year Term and Profit Sharing Contribution

    By 401kQ's, August 1, 2018
    • 8 replies
    • 1.7k views
    • 
    • 401kQ's
    • August 2, 2018

46. Qnec with less than 1000 hours

    By Guest lindamichals, February 28, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 28, 2006

47. Excess Deferral... or not

    By Guest ccl, January 7, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 9, 2009

48. Enrollment Meeting "Script"

    By austin3515, June 21, 2017
    • 17 replies
    • 1.7k views
    • 
    • TPAJake
    • June 22, 2017

49. SE Income

    By Guest donl, April 13, 2012
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • May 10, 2012

50. 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