401(k) Plans

19,321 topics in this forum

1. Payroll Company Error May Cost Big $$$ - Any Alternatives?

   By Guest orangehorse, July 16, 2012
   • 4 replies
   • 1.6k views
   • 
   • ETA Consulting LLC
   • July 17, 2012

2. State Withholding of 401(k) Deferrals

   By 401_4_ever, January 4, 2007
   • 1 reply
   • 1.6k views
   • 
   • JanetM
   • January 4, 2007

3. Safe Harbor-Past Top Heavy

   By BTH, December 7, 2001
   • 4 replies
   • 1.6k views
   • 
   • KJohnson
   • September 11, 2002

4. Employer Employs No NHCEs

   By lkpittman, June 26, 2001
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • June 26, 2001

5. RMD - Please confirm that my thinking is right

   By Guest MikeD, November 7, 2013
   • 3 replies
   • 1.6k views
   • 
   • justanotheradmin
   • November 8, 2013

6. Impermissible Rollover

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

7. ETF's

   By Guest JCarroll, March 28, 2008
   • 2 replies
   • 1.6k views
   • 
   • masteff
   • March 28, 2008

8. Auto Enrollment - Safe Harbor Plan

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

9. Florida Tax on Participant Loans

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

10. Owner 401(k) deferral deadline - quick question

    By ratherbereading, October 29, 2019
    • 13 replies
    • 1.6k views
    • 
    • ratherbereading
    • October 30, 2019

11. Waiver of 10% penalty for Disability

    By Jennifer D., July 8, 2014
    • 4 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • July 8, 2014

12. 402(g) Excess in ADP test?

    By BG5150, February 25, 2022
    • 5 replies
    • 1.6k views
    • 
    • Melissa2115
    • March 31, 2022

13. Need to Change Plan Sponsor

    By waid10, January 12, 2010
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • January 13, 2010

14. Union employees

    By Guest Pat Metallic, August 2, 2005
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • August 3, 2005

15. Loans

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

16. Uncooperative bundled provider

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

17. 401(k) Plans and Reemployed Participants

    By Guest Edward McElroy, November 23, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 24, 1999

18. Entry Date

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

19. restatement

    By Gary, September 8, 2010
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • September 8, 2010

20. Hardship Withdrawals and documentation

    By Guest jmetro, November 22, 2004
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 22, 2004

21. anti-cutback implications

    By Guest medinael, March 5, 2004
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • March 5, 2004

22. Spinoff 401k

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

23. closing investment options

    By Guest Keith N, March 6, 2002
    • 5 replies
    • 1.6k views
    • 
    • actuarysmith
    • September 12, 2002

24. Match Correction

    By Guest Mike Schwing, December 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • December 24, 2002

25. Payroll withholdig rules for 401(k)

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

26. Capping Discretionary Matching Contributions

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

27. Compensation Ratio Test

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

28. After Tax Contributions

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

29. IRA rollover to 401(k) Plan

    By Guest Mike Schwing, June 13, 2003
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • June 16, 2003

30. Impact of EGTRRA

    By Guest johnk4, August 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2001

31. Top-Heavy 401k when Adding Employee to Owner-Only Plan

    By Anagoge, November 4, 2016   

    • testing
    • top heavy
    • (and 1 more)

      Tagged with:

      • testing
      • top heavy
      • 401k
    • 5 replies
    • 1.6k views
    • 
    • Anagoge
    • November 7, 2016

32. Discretionary profit sharing contrib to 401(k) Plan

    By Guest PLHart, February 11, 2002
    • 2 replies
    • 1.6k views
    • 
    • Erik Read
    • February 12, 2002

33. Beneficiary - non profit?

    By cdavis25, June 18, 2015
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • December 29, 2016

34. Net earned income computation for partnership

    By Guest tmills, October 23, 2007
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • October 23, 2007

35. Forfeitures

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

36. HCE Determination Non-Union to Union Transfer

    By jgb44, August 22, 2013   

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

37. Can a contributory MPPP and a 457 plan co-exist?

    By Guest, May 25, 2001
    • 3 replies
    • 1.6k views
    • 
    • Jon Chambers
    • May 29, 2001

38. 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

39. Compensation spreadsheet and checklist

    By Sammiemor, January 31, 2018
    • 4 replies
    • 1.6k views
    • 
    • thepensionmaven
    • October 1, 2019

40. self employment earnings in a partnership and ADP testing

    By Chippy, February 5, 2015
    • 5 replies
    • 1.6k views
    • 
    • Chippy
    • February 6, 2015

41. Comp & deferral adjustments?

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

42. 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

43. SH Match, Top Heavy, Integrated PS

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

44. Long term part time employees

    By Belgarath, July 26, 2022
    • 10 replies
    • 1.6k views
    • 
    • Peter Gulia
    • July 28, 2022

45. SAFEHARBOR ADOPTION SPONSOR MERGERS

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

46. Can loan be taken by spouse of shareholder?

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

47. LLC and owner contributions

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

48. Eligible Compensation

    By Nassau, September 7, 2012
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • September 7, 2012

49. safe harbor calculation for dentis with self employment income

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

50. Hardships with Multiple plans

    By Guest Powers, June 20, 2008
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • June 20, 2008