401(k) Plans

19,337 topics in this forum

1. Severance pay used in testing

   By Guest Peggy806, June 16, 2010
   • 2 replies
   • 1.7k views
   • 
   • BG5150
   • June 18, 2010

2. Transition period for 401(k) Plan

   By Guest Scrappy, June 28, 2004
   • 1 reply
   • 1.7k views
   • 
   • alanm
   • June 30, 2004

3. HCE Determinination

   By Safeharbor29, June 11, 2015   

   • HCE
   • nondiscrimination testing
   • (and 1 more)

     Tagged with:

     • HCE
     • nondiscrimination testing
     • equity firm
   • 3 replies
   • 1.7k views
   • 
   • rcline46
   • June 11, 2015

4. 10% Contribution % for QACA

   By Flyboyjohn, April 21, 2015
   • 4 replies
   • 1.7k views
   • 
   • Tom Poje
   • April 22, 2015

5. LLC / S Corp and the new PTET tax payment

   By DDB BN, January 11, 2022
   • 8 replies
   • 1.7k views
   • 
   • BG5150
   • January 14, 2022

6. Election for Catch-Up Contribution

   By lkpittman, November 28, 2001
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • November 29, 2001

7. Roth 401(k) protected from creditors?

   By Santo Gold, April 4, 2007
   • 3 replies
   • 1.7k views
   • 
   • masteff
   • April 4, 2007

8. Vesting question

   By FJR, May 25, 2004
   • 8 replies
   • 1.7k views
   • 
   • david rigby
   • May 25, 2004

9. Sched C with negative comp

   By austin3515, February 10, 2014
   • 12 replies
   • 1.7k views
   • 
   • Belgarath
   • February 12, 2014

10. Merging a safe harbor 401(k) plan with non-safe harbor 401(k) plan

    By Guest PenGuy, December 8, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 18, 2003

11. ACP - Using Prior Year Testing when Current Year Discretionary Match P

    By Guest cleto, March 22, 2002
    • 5 replies
    • 1.7k views
    • 
    • KJohnson
    • October 10, 2002

12. Correction ADP with part QNEC/part refund

    By Lori Foresz, February 4, 2005
    • 1 reply
    • 1.7k views
    • 
    • Archimage
    • February 4, 2005

13. Professional Employer Organization

    By DLavigne, May 17, 2006
    • 4 replies
    • 1.7k views
    • 
    • ERISAnut
    • May 17, 2006

14. Long term part time employees

    By Belgarath, July 26, 2022
    • 10 replies
    • 1.7k views
    • 
    • Peter Gulia
    • July 28, 2022

15. Excess matching contributions

    By Guest ERISA_kid, September 30, 2004
    • 1 reply
    • 1.7k views
    • 
    • Brian Gallagher
    • September 30, 2004

16. Harship Distributions: safe harbor requirement for employee to obtain "all other currently available distributions"

    By Guest BL333, June 1, 2009
    • 6 replies
    • 1.7k views
    • 
    • WDIK
    • June 2, 2009

17. Question to Plan Auditors - BISYS' SAS 70 Report

    By Guest twalters, June 2, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 12, 2003

18. Top heavy rules for 2002

    By Guest leigh.lindsey, July 16, 2001
    • 1 reply
    • 1.7k views
    • 
    • John A
    • July 26, 2001

19. Maximum PS Contribution under Two Plans

    By DP, May 23, 2011
    • 1 reply
    • 1.7k views
    • 
    • Lou S.
    • May 23, 2011

20. Death of Partner

    By Mr Bagwell, January 21, 2020
    • 13 replies
    • 1.7k views
    • 
    • Larry Starr
    • January 23, 2020

21. Safe Harbor Match

    By Gilmore, December 16, 2002
    • 3 replies
    • 1.7k views
    • 
    • Gilmore
    • December 17, 2002

22. Software needed to manage participant loans in 401(k) plans.

    By Guest jrhodes, November 11, 2000
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • November 23, 2000

23. Indirect Compensation

    By Guest RD73, March 14, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 14, 2008

24. ACP Test

    By Guest JEP, September 12, 2001
    • 2 replies
    • 1.7k views
    • 
    • MWeddell
    • September 13, 2001

25. Eliminating 4972 Excise Tax in 401(k) Plan

    By Guest OHH, October 29, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 29, 2002

26. Safe Harbor Plan With After Tax

    By Guest mkelly, March 6, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 6, 2002

27. Retructuring & Terms w/ Breaks

    By austin3515, February 15, 2011
    • 19 replies
    • 1.7k views
    • 
    • austin3515
    • February 17, 2011

28. Treatment of deferrals in excess of 402(g) limit ($10,000 in 1999) in

    By Guest PLHart, September 27, 2000
    • 2 replies
    • 1.7k views
    • 
    • MR
    • September 27, 2000

29. Prevailing Wage

    By Guest Tbrown, January 10, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 13, 2007

30. SH 401k & Coverage

    By Guest Pete Joachim, May 11, 2011
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • May 11, 2011

31. Successor Plan for Distribution Limits

    By Guest rcm, January 30, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 3, 1999

32. booster contributions?

    By Guest le190, July 13, 1999
    • 5 replies
    • 1.7k views
    • 
    • LCARUSI
    • July 14, 1999

33. SEP, Keogh and 401(k)...I need help quick!

    By Guest THess, January 28, 2005
    • 1 reply
    • 1.7k views
    • 
    • jevd
    • January 28, 2005

34. Controlled Group Question

    By PFranckowiak, May 11, 2009
    • 5 replies
    • 1.7k views
    • 
    • PMC
    • May 13, 2009

35. QDRO Required?

    By Guest jvandyke, October 2, 2008
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 2, 2008

36. Do 402(g) refunds count as ER contr for Key EEs when determining Top H

    By Guest GMedley, February 19, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 19, 2002

37. 401k beneficiary vs wife

    By BonJo, July 5, 2018
    • 11 replies
    • 1.7k views
    • 
    • Bird
    • July 11, 2018

38. Waiver of 10% penalty for Disability

    By Jennifer D., July 8, 2014
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • July 8, 2014

39. 410(b) Coverage Testing Issue w/ Safe harbor Allocation vs. Top Heavy Minimums

    By Guest RDS METRO, March 25, 2004
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • March 25, 2004

40. Late Deferral - 5330 Filling - Multiple Plan Year

    By EagerToKnow, January 14, 2020   

    • 5330
    • late deferral
    • (and 1 more)

      Tagged with:

      • 5330
      • late deferral
      • excise tax
    • 5 replies
    • 1.7k views
    • 
    • mattmc82
    • June 1, 2020

41. Rollver from 401(k) plan to the Canadian system

    By Guest Robes99, February 20, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 21, 2002

42. What is proper key employee compensation for a fiscal year plan?

    By Guest 410b, June 24, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 25, 2009

43. safe harbor formula

    By Guest Tom Freeman, June 1, 1999
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • June 1, 1999

44. Form 5330

    By 52626, March 30, 2012
    • 1 reply
    • 1.7k views
    • 
    • D Lewis
    • April 2, 2012

45. Excess Distributions

    By Guest Thornton, February 5, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 5, 1999

46. loans and plan documents

    By Guest MTransue, October 2, 2002
    • 4 replies
    • 1.7k views
    • 
    • actuarysmith
    • October 2, 2002

47. Match Correction

    By Archimage, February 24, 2003
    • 1 reply
    • 1.7k views
    • 
    • ccassetty
    • March 4, 2003

48. Change Employer Matching Contribution

    By Guest Sara H, August 3, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 5, 1999

49. 8% Company Match- HCE Question

    By Guest ghenson08, December 12, 2013
    • 8 replies
    • 1.7k views
    • 
    • rcline46
    • December 12, 2013

50. Compensation Testing

    By Guest phy401k, January 13, 2009
    • 3 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2009