401(k) Plans

19,334 topics in this forum

1. state tax withholding

   By Guest bgrazetti, March 5, 2002
   • 1 reply
   • 1.7k views
   • 
   • david rigby
   • March 5, 2002

2. 2025 comp for 2026 HPI

   By AlbanyConsultant, November 10, 2025
   • 7 replies
   • 1.7k views
   • 
   • AlbanyConsultant
   • November 14, 2025

3. Forfeiture allocation timing

   By Guest EPS2, March 13, 2009
   • 1 reply
   • 1.7k views
   • 
   • Jim Chad
   • March 13, 2009

4. 401(k) Safe Harbor plan - newly acquired adopting employer

   By Guest usafa89, December 3, 2010
   • 4 replies
   • 1.7k views
   • 
   • GMK
   • December 16, 2010

5. PEO / Distribution

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

6. 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

7. Survey of Match Arrangements

   By Guest Lucie, February 8, 2000
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • August 23, 2002

8. foreign language assistance

   By Guest PeterGulia, January 16, 1999
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • January 16, 1999

9. If a person owns EXACTLY 5% of the plan sponsor, is he or she a "

   By Guest CGBS, October 19, 2000
   • 1 reply
   • 1.7k views
   • 
   • Alf
   • October 19, 2000

10. Amendment to pass 410(b)

    By jquazza, February 3, 2004
    • 5 replies
    • 1.7k views
    • 
    • jquazza
    • February 6, 2004

11. Help needed with company stock match question

    By Guest bbaudo, November 11, 2002
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • November 13, 2002

12. Safe Harbor Match on pre-tax and Roth deferrals

    By BG5150, September 11, 2019
    • 11 replies
    • 1.7k views
    • 
    • Belgarath
    • September 13, 2019

13. 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

14. Correcting deferrals on non-deferrable comp.

    By Guest Bud, December 3, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 3, 2002

15. Is Federal Tax withholding required on RMD?

    By Tom, October 10, 2024
    • 3 replies
    • 1.7k views
    • 
    • Lou S.
    • October 10, 2024

16. Safe Harbor Match on Catch-UP Contributions

    By Guest pcohen, November 1, 2005
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 2, 2005

17. Forfeitures Used to Make Correction?

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

18. Plan Loans

    By Guest caseyb, August 22, 2008
    • 7 replies
    • 1.7k views
    • 
    • austin3515
    • August 23, 2008

19. Amount of Match Reduced By Profit Sharing Contribution?

    By KJohnson, February 2, 2000
    • 8 replies
    • 1.7k views
    • 
    • MWeddell
    • February 7, 2000

20. Add-in Mandatory Cash-out

    By Guest ebailey, April 30, 2009
    • 2 replies
    • 1.7k views
    • 
    • Christine Roberts
    • March 7, 2011

21. Tiered Match

    By Guest Boilerburm1, February 9, 2007
    • 5 replies
    • 1.7k views
    • 
    • blue
    • February 12, 2007

22. Merging Plans

    By Logan401, April 16, 2013
    • 9 replies
    • 1.7k views
    • 
    • rcline46
    • April 18, 2013

23. Rollovers As Business Startups

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

24. Suspensing Money

    By Guest andmik, September 8, 2008
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • September 12, 2008

25. Self-employed 401(k) profit sharing plan

    By pmacduff, February 24, 2004
    • 16 replies
    • 1.7k views
    • 
    • pmacduff
    • February 24, 2004

26. Does anyone have a good checklist of things to ask the client for when

    By Guest Juracek, December 20, 1999
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • December 29, 1999

27. In the SPD of a cross-tested plan (several different profit sharing co

    By k man, July 12, 2000
    • 1 reply
    • 1.7k views
    • 
    • actuarysmith
    • July 12, 2000

28. Loan Repayments

    By Guest basilb, July 21, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 22, 2005

29. 415 correction

    By Guest nlamorte, November 9, 2009
    • 1 reply
    • 1.7k views
    • 
    • BG5150
    • November 10, 2009

30. Excess Employer Contribution - Solo 401k

    By H2202, March 16, 2021
    • 8 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 17, 2021

31. 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

32. LLC members & loans

    By Guest pinsall, June 4, 2000
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • June 8, 2000

33. Safe Harbor 401(k) Plans - usual to provide contributions to HCEs as w

    By John A, January 10, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 22, 2002

34. 401(k) for an unincorporated business

    By Lori H, June 12, 2003
    • 4 replies
    • 1.7k views
    • 
    • Lori H
    • July 2, 2003

35. Required Minimum Distributions

    By Guest hitt24, March 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 15, 2001

36. Safe Harbor notice PRIOR to the 90 day period

    By Belgarath, October 23, 2003
    • 5 replies
    • 1.7k views
    • 
    • R. Butler
    • October 24, 2003

37. Rescinding Safe Harbor 401(k)

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

38. 1004 hours worked in 2004, paid for 995 in 2004

    By Guest 401ksrus, January 12, 2005
    • 2 replies
    • 1.7k views
    • 
    • Ron Snyder
    • January 13, 2005

39. Top Heavy Question

    By MBCarey, April 24, 2009
    • 5 replies
    • 1.7k views
    • 
    • 12AX7
    • May 1, 2009

40. 410(b) violation - how to best correct

    By Guest Marjorie Rogers, May 1, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 8, 1999

41. Farmer John the Sole Proprietor

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

42. If a safe harbor 401(k) p/s plan allows discretionary p/s contribution

    By Guest Thornton, January 31, 2003
    • 4 replies
    • 1.7k views
    • 
    • 2muchstress
    • February 4, 2003

43. Can a defaulted loan satisfy a minimum distribution?

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

44. match made on payroll basis

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

45. 401(k) Testing

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

46. 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

47. Rule of 78 for 401(k) loans

    By Guest David_R, August 30, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 12, 2000

48. Safe Harbor 401(k) Plan

    By Guest Joe Vasko, January 5, 2002
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • January 7, 2002

49. Election not to Participate

    By Guest Vons, May 19, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 19, 1999

50. Prior Year ADP & Current Year ACP Testing

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