401(k) Plans

19,321 topics in this forum

1. Coversion of SIMPLE 401K to Safe Harbor 401k

   By Guest fusiuser, March 8, 2000
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • March 8, 2000

2. Starting a 401k with 1 month left in the year

   By Santo Gold, October 28, 2005
   • 4 replies
   • 1.7k views
   • 
   • No Name
   • October 29, 2005

3. Late Forms 1099R

   By CLKent23, April 3, 2018
   • 5 replies
   • 1.7k views
   • 
   • JamesK
   • April 6, 2018

4. Prior Year ADP & Current Year ACP Testing

   By Guest ChopperPilot, February 19, 2003
   • 4 replies
   • 1.7k views
   • 
   • Mike Preston
   • February 20, 2003

5. Farmer John the Sole Proprietor

   By Guest Donkey Kong, May 7, 2002
   • 2 replies
   • 1.7k views
   • 
   • GBurns
   • May 11, 2002

6. Sole Prop and Corp Solo 401k question

   By mkaufman, November 13, 2017
   • 16 replies
   • 1.7k views
   • 
   • mkaufman
   • November 24, 2017

7. Can a defaulted loan satisfy a minimum distribution?

   By Guest Frank Jackson, June 30, 1999
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • July 1, 1999

8. Qpam - 84-14

   By fidu, February 15, 2002
   • 0 replies
   • 1.7k views
   • 
   • fidu
   • February 15, 2002

9. Using a 401(k) Plan to Finance Franchise Business

   By 401 Chaos, April 14, 2008
   • 3 replies
   • 1.7k views
   • 
   • Belgarath
   • April 14, 2008

10. Accrual of benefits for plan using the elapsed time method for the purpose of sharing in allocations or contributions

    By Guest Jane Freeman, August 11, 2004
    • 3 replies
    • 1.7k views
    • 
    • R. Butler
    • August 11, 2004

11. Reporting Removal of Excess Deferrals

    By Guest Rob Walter, May 19, 2000
    • 1 reply
    • 1.7k views
    • 
    • Alf
    • May 20, 2000

12. Forfeitures in Safe Harbor 401(k) Plan

    By Guest dcb, December 13, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 27, 2002

13. Company Sells Division Part of 401k Plan

    By Guest ROB VIDOVICH, June 13, 2003
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • June 13, 2003

14. Top Heavy required? When different elgibility dates for 401(k) and Pro

    By Guest William Lehman, April 21, 1999
    • 4 replies
    • 1.7k views
    • 
    • Earl
    • December 2, 1999

15. Rescinding Safe Harbor 401(k)

    By Lori H, March 24, 2010
    • 9 replies
    • 1.7k views
    • 
    • Kevin C
    • March 25, 2010

16. Can expenses associated with a pooled account option be taken pro-rata

    By John A, February 14, 2001
    • 6 replies
    • 1.7k views
    • 
    • RCK
    • February 14, 2001

17. Forfeitures Used to Make Correction?

    By Guest shelterps, December 21, 2007
    • 3 replies
    • 1.7k views
    • 
    • pmacduff
    • December 26, 2007

18. Qualified Military Leave & 401(k) Plans

    By Guest Doug Rosing, June 8, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 8, 1999

19. Merging MP Plan into PS Plan - full vesting required?

    By Guest Richard Scheer, October 16, 2001
    • 3 replies
    • 1.7k views
    • 
    • Dave Baker
    • October 18, 2001

20. match made on payroll basis

    By Guest LoloV, March 4, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 5, 2005

21. Max deferral

    By alexa, December 11, 2008
    • 4 replies
    • 1.7k views
    • 
    • alexa
    • December 12, 2008

22. 401(k) Testing

    By Guest mjakel, December 17, 2002
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • December 20, 2002

23. "Effective Opportunity" to defer and new SH plan

    By QP_Guy, September 16, 2019   

    • 401k safe harbor
    • 7 replies
    • 1.7k views
    • 
    • Larry Starr
    • September 19, 2019

24. ADP Compensation

    By Christopher Wilson, January 4, 2020
    • 5 replies
    • 1.7k views
    • 
    • G8Rs
    • January 7, 2020

25. PEO / Distribution

    By Guest kgsingletary, August 25, 2003
    • 3 replies
    • 1.7k views
    • 
    • Alf
    • August 25, 2003

26. RESTRUCTURING FOR ADP/ACP. 7 ELIGIBLE PARTICIPANTS.

    By Lori H, May 2, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 2, 2005

27. What is the deadline for employer to make matching contribution to the plan

    By k man, March 28, 2005
    • 8 replies
    • 1.7k views
    • 
    • Lori Friedman
    • March 28, 2005

28. Testing Method

    By Guest andmik, February 26, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 26, 2002

29. Trying to figure missed deferral

    By Loves401(k), March 2, 2018
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • March 6, 2018

30. Rollover from traditional IRA to 401(k) plan

    By Guest TaxedToDeath, October 3, 2011
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 3, 2011

31. Rollovers As Business Startups

    By mming, November 25, 2009
    • 6 replies
    • 1.7k views
    • 
    • mming
    • November 25, 2009

32. After tax that should have been pre tax

    By Guest mkelly, May 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • May 15, 2002

33. My company sold in a stock sale. I want to roll my 401K over to anothe

    By Guest spike, December 10, 1999
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • December 11, 1999

34. New 402(g) Limits for Non-CY Plans

    By davef, June 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • Bob R
    • June 22, 2001

35. 11(g) Amendment for 414(s) failure?

    By Benefits Vet, August 26, 2021
    • 5 replies
    • 1.7k views
    • 
    • Kevin C
    • September 2, 2021

36. Safe Harbor QNEC not made for HCE

    By TPA Bob, April 27, 2007
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 30, 2007

37. Matching Contribution

    By Stash026, January 11, 2018
    • 7 replies
    • 1.7k views
    • 
    • Luke Bailey
    • January 11, 2018

38. ACP and Excess Annual Additions

    By Guest PJW, August 20, 2002
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • August 21, 2002

39. ACP earnings

    By Guest Phil Schwartz, March 5, 2006
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • March 17, 2006

40. DOL - Blackout periods

    By fidu, January 24, 2003
    • 2 replies
    • 1.7k views
    • 
    • fidu
    • January 24, 2003

41. Benefits Exceeding Compensation

    By Guest jetfaninmn, February 13, 2006
    • 6 replies
    • 1.7k views
    • 
    • Kevin C
    • February 14, 2006

42. 401K Matching

    By Guest jtobin, November 17, 1998
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • November 18, 1998

43. Control Groups & Foreign Subsidiaries

    By vintagelemon, August 22, 2024
    • 9 replies
    • 1.7k views
    • 
    • Paul I
    • August 27, 2024

44. Plan imposed deferral limits for HCEs

    By cpc0506, February 16, 2015
    • 3 replies
    • 1.7k views
    • 
    • cpc0506
    • February 17, 2015

45. delay in implementing an amendment

    By K2retire, June 26, 2013
    • 9 replies
    • 1.7k views
    • 
    • QDROphile
    • June 27, 2013

46. Contribution in year of plan termination

    By Pammie57, October 6, 2020
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • October 12, 2020

47. 5500 never filed.

    By Guest Melissa Winslow, February 15, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 16, 2000

48. EGTRRA and off-calendar plan years

    By Guest T-BONE, August 14, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 16, 2001

49. egtra doc?

    By Guest New to the biz, July 16, 2011
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • July 19, 2011

50. New comparabilty Top Heavy safe harbor 401(k)...

    By Lori H, December 4, 2017
    • 2 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • December 4, 2017