401(k) Plans

19,337 topics in this forum

1. Deferrals not withheld according to participant's election ...

   By Spencer, March 21, 2000
   • 2 replies
   • 1.8k views
   • 
   • Kirk Maldonado
   • March 22, 2000

2. Super Safe Harbor 401(k)

   By Guest GoldenBear03, March 16, 2006
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • March 16, 2006

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. Mid-year plan termination; pro rata adjustment to compensation limit n

   By Guest JasonElliott, January 9, 2002
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • January 9, 2002

5. Two Plans, both provide Top Heavy

   By Kac1214, May 2, 2019
   • 5 replies
   • 1.8k views
   • 
   • Kac1214
   • May 3, 2019

6. Gang of Six Deficit Reduction Plan

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

7. Coverage for controlled group with separeate plans

   By MR, April 30, 2001
   • 8 replies
   • 1.8k views
   • 
   • Guest
   • May 2, 2001

8. Match Forfeitures

   By Guest ELS, July 9, 2001
   • 1 reply
   • 1.8k views
   • 
   • actuarysmith
   • July 9, 2001

9. Should a charity's retirement plan be a 403(b) or a 401(k)?

   By Peter Gulia, January 24, 2017   

   • 401(k); 403(b); charitable
   • 18 replies
   • 1.8k views
   • 
   • Belgarath
   • February 14, 2017

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

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

11. Partial Plan Termination

    By Guest Cookiemonster, June 3, 2004
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • June 4, 2004

12. Timing of 401(k) Deferrals

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

13. Coverage of Employees with No Income

    By Below Ground, September 30, 2022
    • 15 replies
    • 1.8k views
    • 
    • Below Ground
    • October 6, 2022

14. 402g Refunds After 4/15 deadline

    By ratherbereading, April 21, 2017   

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

15. Brother Sister Controlled Group

    By Guest MEGK, September 23, 2011
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • September 23, 2011

16. ADP/ACP test question

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

17. QDIA notice - who is responsible ?

    By Ford74, August 30, 2019
    • 3 replies
    • 1.8k views
    • 
    • Pam Shoup
    • September 3, 2019

18. I'm stumped

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

19. Tax Savings Calculator

    By Guest MikeD, October 3, 2006
    • 5 replies
    • 1.8k views
    • 
    • austin3515
    • October 5, 2006

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

    By No Name, September 30, 2005
    • 4 replies
    • 1.8k views
    • 
    • No Name
    • October 3, 2005

21. Restarting 401k

    By Guest dbvail, November 18, 2005
    • 1 reply
    • 1.8k views
    • 
    • saabraa
    • November 19, 2005

22. DB/DC Combined 6% limit

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

23. STN & Matrix trust companies

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

24. Husband/Wife solo 401(k)

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

25. amend 401K to safe harbor 401K

    By thepensionmaven, November 17, 2015
    • 3 replies
    • 1.8k views
    • 
    • Lou S.
    • November 17, 2015

26. HCE-only Discretionary Match with NHCE-only Safe Harbor

    By Plan Doc, November 18, 2020
    • 8 replies
    • 1.8k views
    • 
    • Plan Doc
    • November 20, 2020

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

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

28. Catch-UP Contributions

    By Guest caroline84, April 15, 2002
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • April 25, 2002

29. Max defined cont plan

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

30. 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

31. 2004 Limits

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

32. safe harbor contributions

    By LIBERTYKID, April 11, 2002
    • 5 replies
    • 1.8k views
    • 
    • R. Butler
    • April 11, 2002

33. Defaulted Loans

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

34. Determination Letters

    By Guest AP, March 28, 1999
    • 6 replies
    • 1.8k views
    • 
    • Alf
    • March 9, 2000

35. 410(b) coverage during partial termination

    By Pension Panda, December 7, 2007
    • 9 replies
    • 1.8k views
    • 
    • ak2ary
    • December 18, 2007

36. 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

37. 242(b) RMD

    By MGOAdmin, April 27, 2016   

    • 242
    • RMD
    • 3 replies
    • 1.8k views
    • 
    • masteff
    • April 27, 2016

38. SH 401(k) / ESOP Permissive Aggregation

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

39. Vesting Schedules

    By Guest russo40, June 15, 1999
    • 2 replies
    • 1.8k views
    • 
    • M R Bernardin
    • June 16, 1999

40. failure to follow withholding election

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

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

    By J Simmons, February 22, 2010
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 26, 2010

42. non-publicly traded stock

    By gregburst, June 13, 2013
    • 1 reply
    • 1.8k views
    • 
    • ESOP Guy
    • June 13, 2013

43. DC 415 limit with catch-up

    By drakecohen, February 17, 2013
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 18, 2013

44. Qualified Disclaimer

    By Guest ebs24502, September 25, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 26, 2006

45. Excess Deferral... or not

    By Guest ccl, January 7, 2009
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 9, 2009

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

    By Guest andmik, June 19, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 19, 2002

47. Participant Loans

    By 52626, January 2, 2014
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • January 3, 2014

48. Relius users at v11

    By mschwechter, February 23, 2006
    • 3 replies
    • 1.8k views
    • 
    • mschwechter
    • February 24, 2006

49. Deferral deposits to the wrong person - is it "late"?

    By AlbanyConsultant, February 14, 2017
    • 4 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • February 15, 2017

50. 401k plan used as collaterial

    By Guest Blaser, March 2, 2004
    • 6 replies
    • 1.8k views
    • 
    • mbozek
    • March 3, 2004