401(k) Plans

19,275 topics in this forum

1. 1040 Extended But NOT the 1065

   By austin3515, May 17, 2007
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • May 18, 2007

2. FBO Account Fee Disclosures

   By austin3515, June 3, 2014
   • 2 replies
   • 1.7k views
   • 
   • J Simmons
   • June 3, 2014

3. 403(b) as "successor" to terminating 401(k) plan

   By Guest APierce, October 13, 2003
   • 6 replies
   • 1.7k views
   • 
   • Guest
   • October 16, 2003

4. Partnership 401(k) Plan

   By Guest Melissa Winslow, February 11, 2002
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • February 11, 2002

5. ADP/ACP test

   By Guest Rick Butler, May 31, 2000
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • May 31, 2000

6. Another Change in Vesting Schedule Question

   By Guest aciepluch, October 24, 2006
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • October 26, 2006

7. Participant has 20% of account withheld by plan and remainder paid in

   By Guest Linda Kirby, October 31, 1999
   • 12 replies
   • 1.7k views
   • 
   • Guest
   • November 5, 1999

8. Participant Statement Due Dates

   By Dazednconfused, June 30, 2009
   • 1 reply
   • 1.7k views
   • 
   • J Simmons
   • July 1, 2009

9. Self Directed plan investments

   By Gary, December 19, 2009
   • 7 replies
   • 1.7k views
   • 
   • Bird
   • January 14, 2010

10. non-elective contribution allocation

    By Guest Mike Kimball, November 16, 1999
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 16, 1999

11. new company, old tax id#

    By MR, January 16, 2006
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • January 18, 2006

12. Plan Imposed Limit

    By rlb64, October 11, 2005
    • 4 replies
    • 1.7k views
    • 
    • JanetM
    • October 12, 2005

13. Transfer 401k to PEO 401k

    By goldtpa, December 3, 2015
    • 2 replies
    • 1.7k views
    • 
    • GBurns
    • December 13, 2015

14. tiaa-cref and safe harbor

    By Lori H, March 24, 2006
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • March 24, 2006

15. Death Benefits

    By Guest Twinky, September 2, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 23, 2006

16. Roth 401k

    By alexa, March 30, 2006
    • 2 replies
    • 1.7k views
    • 
    • namealreadyinuse
    • March 30, 2006

17. SH match basic

    By Guest Peggy806, October 23, 2009
    • 9 replies
    • 1.7k views
    • 
    • GMK
    • October 26, 2009

18. Periodic Payment calculation -- Fixed Installment Amount

    By Guest andmik, May 31, 2002
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • May 31, 2002

19. Paying Certain Plan Expenses from Individual Account Plans

    By Guest ANNEBV, March 2, 2001
    • 2 replies
    • 1.7k views
    • 
    • Bill Berke
    • March 8, 2001

20. Employer vs. Employee Match with Government Health & Welfare Funds

    By Guest nsenja, January 21, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 21, 2004

21. ADP/ACP testing of otherwise excludable in plan document?

    By Guest Giovanni, July 20, 2004
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • July 22, 2004

22. Automatic Contribution Escalation

    By PMC, August 18, 2006
    • 3 replies
    • 1.7k views
    • 
    • PMC
    • September 5, 2006

23. 60 YEAR OLD MAN, FORCIBLY RETIRED ON MEDICAL GROUNDS 1955, NOW IS TOLD

    By Guest France, April 21, 2001
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • April 24, 2001

24. Compensation definition

    By Guest JM123, December 5, 2011
    • 6 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • December 13, 2011

25. Limitation years

    By Guest jim williams, January 10, 2002
    • 5 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 10, 2002

26. Is he an HCE for the 1999 ADP test?

    By richard, July 12, 1999
    • 4 replies
    • 1.7k views
    • 
    • LCARUSI
    • July 14, 1999

27. Employer forgot to make a Roth deferral

    By gc@chimentowebb.com, February 11
    • 9 replies
    • 1.7k views
    • 
    • gc@chimentowebb.com
    • February 12

28. Mandatory Contributions

    By Guest MDG, September 9, 2003
    • 9 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • September 10, 2003

29. Cleint refuses to give us Sch. C

    By TPAVP, April 30, 2004
    • 7 replies
    • 1.7k views
    • 
    • TPAVP
    • May 4, 2004

30. Multiple Businesses

    By MHANSON, January 10, 2021
    • 5 replies
    • 1.7k views
    • 
    • MHANSON
    • January 14, 2021

31. Failure to Timely Adopt Proposed Amendments Per IRS Determination Letter

    By 401 Chaos, February 16, 2009
    • 0 replies
    • 1.7k views
    • 
    • 401 Chaos
    • February 16, 2009

32. After tax(not Roth) go against deferral limits?

    By Lori H, March 26, 2007
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 29, 2007

33. Roth for citizens living abroad

    By Guest BED, January 15, 2007
    • 5 replies
    • 1.7k views
    • 
    • JanetM
    • January 16, 2007

34. Timing of 401(k) Contributions Made By Sole Proprietor or Corporate Owner

    By Guest Edward McElroy, August 30, 2005
    • 2 replies
    • 1.7k views
    • 
    • mbozek
    • August 30, 2005

35. RMD Rules

    By austin3515, March 7, 2017
    • 11 replies
    • 1.7k views
    • 
    • austin3515
    • March 9, 2017

36. Bonding Requirements

    By Guest Thornton, September 29, 2006
    • 4 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 29, 2006

37. Safe Harbor Allocation

    By Guest KarenLS, December 1, 1999
    • 2 replies
    • 1.7k views
    • 
    • MWeddell
    • December 3, 1999

38. Loan amortization schedules

    By Jean, February 24, 1999
    • 2 replies
    • 1.7k views
    • 
    • LCARUSI
    • March 5, 1999

39. Participant Loan Age Limit

    By austin3515, August 26, 2003
    • 8 replies
    • 1.7k views
    • 
    • austin3515
    • August 29, 2003

40. Short Plan Year

    By Guest JBarn, September 15, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 16, 1999

41. Catch-Up/Testing

    By CJS07, January 24, 2008
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • January 29, 2008

42. late 401(k) deposits

    By eilano, October 10, 2005
    • 3 replies
    • 1.7k views
    • 
    • FJR
    • October 11, 2005

43. Best plan suggestion

    By Guest yukon, August 22, 2005
    • 12 replies
    • 1.7k views
    • 
    • Guest
    • August 26, 2005

44. short plan year for safe harbor plan or retroactive effective date?

    By AKconsult, March 8, 2013
    • 1 reply
    • 1.7k views
    • 
    • K2
    • March 8, 2013

45. Payments to Participants by TPA (not a trustee)

    By Guest Libby, March 15, 2002
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • March 18, 2002

46. Merger of 401(k) with ESOP

    By J. Bringhurst, July 30, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 30, 2003

47. Sample Spanish SOX Notice

    By Guest sweaterhead, December 19, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 19, 2003

48. Should we apply for a determination letter on termination of year-old

    By Guest Lisa Flagg, October 26, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 26, 2000

49. Multiple Use Test

    By Guest pep, September 9, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 9, 1999

50. Participant Loans

    By 52626, January 2, 2014
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • January 3, 2014