401(k) Plans

19,275 topics in this forum

1. Florida Tax on Participant Loans

   By Guest Rick Menson, July 16, 1999
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • July 16, 1999

2. After Tax Contributions

   By Guest tbt, November 26, 2002
   • 4 replies
   • 1.6k views
   • 
   • mbozek
   • December 1, 2002

3. Uncooperative bundled provider

   By Guest mo again, September 15, 2000
   • 2 replies
   • 1.6k views
   • 
   • rcline46
   • September 17, 2000

4. Is ADP test irrelevant where all employees are HCEs?

   By Guest JDVJr, November 10, 2000
   • 1 reply
   • 1.6k views
   • 
   • LCARUSI
   • November 12, 2000

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

   By QP_Guy, September 16, 2019   

   • 401k safe harbor
   • 7 replies
   • 1.6k views
   • 
   • Larry Starr
   • September 19, 2019

6. In-Service Distribution - Protected Benefit

   By Vlad401k, December 14, 2018
   • 3 replies
   • 1.6k views
   • 
   • Larry Starr
   • December 15, 2018

7. 1 owner - Multiple employer or Single Employer?

   By TPApril, May 28, 2020
   • 9 replies
   • 1.6k views
   • 
   • PamR
   • June 2, 2020

8. ADP Excess Contribution Recharacterization

   By TheoDawg, April 6, 2018
   • 2 replies
   • 1.6k views
   • 
   • Luke Bailey
   • April 9, 2018

9. Payroll withholdig rules for 401(k)

   By Guest Mike Schwing, January 7, 2004
   • 1 reply
   • 1.6k views
   • 
   • Harwood
   • January 7, 2004

10. Two years no claim for 401K

    By Guest dulan, June 27, 2008
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • June 27, 2008

11. Auto Enrollment - Safe Harbor Plan

    By austin3515, November 6, 2014
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • November 7, 2014

12. Compensation Ratio Test

    By Susan S., August 25, 2011
    • 4 replies
    • 1.6k views
    • 
    • Susan S.
    • August 25, 2011

13. LLC and owner contributions

    By Guest jetfaninmn, February 22, 2007
    • 6 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2007

14. Employee Notice for Safe Harbor 401(k)?

    By LCARUSI, November 10, 1998
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 1998

15. Loans

    By k man, October 18, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 19, 2001

16. Basic 401(k) questions

    By Guest keep it simple, March 9, 2005
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2005

17. HCE's during initial year of Company and Plan

    By Guest Steve C., March 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • actuarysmith
    • March 2, 2001

18. Excluding CU's from ACP Safe Harbor Match

    By austin3515, November 6, 2015
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • November 8, 2015

19. Sched C with negative comp

    By austin3515, February 10, 2014
    • 12 replies
    • 1.6k views
    • 
    • Belgarath
    • February 12, 2014

20. employees "refusing to share SSN"

    By AlbanyConsultant, February 23, 2024
    • 9 replies
    • 1.6k views
    • 
    • ESOP Guy
    • February 26, 2024

21. safe harbor calculation for dentis with self employment income

    By KevinMc, February 18, 2013
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • February 19, 2013

22. Is it still a safe harbor plan if the employer hasn't deposited the contribution?

    By Guest Boilerburm, January 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • January 22, 2004

23. 10% Contribution % for QACA

    By Flyboyjohn, April 21, 2015
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • April 22, 2015

24. HCE Determination Non-Union to Union Transfer

    By jgb44, August 22, 2013   

    • Union Transfer HCE
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 23, 2013

25. Entry Date

    By Fred Payne, December 3, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • December 3, 2001

26. Eligibility

    By Guest jetfaninmn, November 17, 2005
    • 4 replies
    • 1.6k views
    • 
    • saabraa
    • November 18, 2005

27. Can loan be taken by spouse of shareholder?

    By Guest alwilkins, July 6, 2000
    • 2 replies
    • 1.6k views
    • 
    • actuarysmith
    • July 14, 2000

28. Pay while on military leave

    By Guest JBeck, August 5, 2004
    • 4 replies
    • 1.6k views
    • 
    • Harwood
    • August 5, 2004

29. Leased employees

    By Guest Pat Metallic, August 14, 2007
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • August 15, 2007

30. Transferring my self employed 401k account to my Sep-IRA?

    By Guest skipos, February 10, 2011
    • 4 replies
    • 1.6k views
    • 
    • Lou S.
    • February 14, 2011

31. Simple 401(k) To A Simple 401(k) Or Other Qp

    By Guest AFRICA6796, October 29, 2001
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • October 29, 2001

32. Impermissible Rollover

    By DTH, February 5, 2007
    • 0 replies
    • 1.6k views
    • 
    • DTH
    • February 5, 2007

33. Missed Deferral Opportunity - Form 5500 Sched H line 4a

    By ratherbereading, January 9
    • 3 replies
    • 1.6k views
    • 
    • ratherbereading
    • January 10

34. 415 Failures

    By justatester, May 6, 2010
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • May 6, 2010

35. Prohibited Transactions

    By Guest Pippy, November 1, 2012
    • 10 replies
    • 1.6k views
    • 
    • Guest
    • November 5, 2012

36. Capping Discretionary Matching Contributions

    By Guest Shaps, February 5, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 6, 2008

37. Is rounding by an investment company normal?

    By DMcGovern, March 24, 2021
    • 11 replies
    • 1.6k views
    • 
    • BG5150
    • March 26, 2021

38. Change Employer Matching Contribution

    By Guest Sara H, August 3, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 5, 1999

39. Spinoff 401k

    By Guest Serena, August 12, 2010
    • 1 reply
    • 1.6k views
    • 
    • Laura Harrington
    • August 12, 2010

40. Comp & deferral adjustments?

    By wvbeachgirl, January 21, 2008
    • 5 replies
    • 1.6k views
    • 
    • wvbeachgirl
    • January 22, 2008

41. SH Match, Top Heavy, Integrated PS

    By ogilviesann, May 15, 2013
    • 7 replies
    • 1.6k views
    • 
    • BG5150
    • May 17, 2013

42. Compensation

    By Guest Napili, January 20, 2003
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • January 21, 2003

43. Completely Discretionary Match in Safe Harbor Profit Sharing plan

    By 401king, December 13, 2012
    • 4 replies
    • 1.6k views
    • 
    • BG5150
    • December 14, 2012

44. Forfeitures

    By Guest Mbrockway, March 26, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 26, 2003

45. Company Spin-off

    By Guest Jimmy B, February 13, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 14, 2002

46. Top heavy contributon for a mid-year plan merger

    By KJohnson, August 24, 2000
    • 0 replies
    • 1.6k views
    • 
    • KJohnson
    • August 24, 2000

47. SAFEHARBOR ADOPTION SPONSOR MERGERS

    By Guest CFM, March 7, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2000

48. Can a Safe Harbor Plan have immediate eligibility for deferrals and ap

    By Guest Powers, March 21, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 21, 2001

49. Owner-Employees: Does attribution apply?

    By Guest admcjm, August 10, 2004
    • 5 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • August 11, 2004

50. ineligible employee

    By Guest mk2308, February 3, 2005
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • February 3, 2005