401(k) Plans

19,335 topics in this forum

1. SAFEHARBOR ADOPTION SPONSOR MERGERS

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

2. Eligibility

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

3. 1099R and Code P

   By Guest dave1957, February 24, 2007
   • 4 replies
   • 1.6k views
   • 
   • Disco Stu
   • February 26, 2007

4. Contribution to a deceased partner

   By Guest jetfaninmn, December 21, 2005
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • December 21, 2005

5. Owner-Employees: Does attribution apply?

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

6. 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

7. New Comp. Plan Diff entry for deferrals and Prof. Shar.

   By Guest dlm, June 28, 2001
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • July 6, 2001

8. Post Tax

   By Guest Frank Jackson, June 9, 1999
   • 1 reply
   • 1.6k views
   • 
   • MWeddell
   • June 11, 1999

9. New Limits for the year 2000

   By Tom Poje, May 25, 1999
   • 2 replies
   • 1.6k views
   • 
   • Tom Poje
   • June 17, 1999

10. Agents on commission only, how to calculate hours of service?

    By Guest IRaceTA, July 9, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 9, 2004

11. How to apply deferral percentage to compensation exceeding 415 limit?

    By SavingsRUS, June 2, 2016   

    • 415
    • 401(k)
    • 7 replies
    • 1.6k views
    • 
    • david rigby
    • June 2, 2016

12. 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

13. Safe Harbor Match Formula

    By Nassau, March 24, 2015   

    • Catch up contributions
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 24, 2015

14. Can loan be taken by spouse of shareholder?

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

15. Self Directed 401K Plans

    By Guest will, June 7, 2013
    • 5 replies
    • 1.6k views
    • 
    • K2retire
    • June 21, 2013

16. Determining Highly Compensated Employee

    By Stash026, March 31, 2015
    • 2 replies
    • 1.6k views
    • 
    • My 2 cents
    • March 31, 2015

17. New Company, New Plan, Special Participation Date

    By Zoey, September 5, 2018
    • 14 replies
    • 1.6k views
    • 
    • Zoey
    • September 12, 2018

18. safe harbor calculation for dentis with self employment income

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

19. Roth vs. Voluntary Contributions

    By thepensionmaven, February 10, 2017
    • 8 replies
    • 1.6k views
    • 
    • K2retire
    • February 15, 2017

20. Employer Required Contributions in Simple 401K

    By Guest dondajean, January 8, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 8, 2002

21. Non-deductible contributions in qualified plan

    By Guest sritts, November 25, 2003
    • 5 replies
    • 1.6k views
    • 
    • Alf
    • November 25, 2003

22. Successor Plan Sponsor

    By 12AX7, December 12, 2012
    • 2 replies
    • 1.6k views
    • 
    • 12AX7
    • December 13, 2012

23. Does a plan that benefits only HCEs automatically fail coverage testing?

    By Guest koolkidd, November 2, 2004
    • 5 replies
    • 1.6k views
    • 
    • jquazza
    • November 30, 2004

24. 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

25. Roth deferrals

    By doombuggy, December 31, 2009
    • 5 replies
    • 1.6k views
    • 
    • K2retire
    • January 9, 2010

26. Leased employees

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

27. Top Heavy Testing Questions

    By Guest KD40, September 18, 2002
    • 8 replies
    • 1.6k views
    • 
    • kocak
    • September 19, 2002

28. Best Way To Access code and regs?

    By Guest FREE401k, May 20, 2002
    • 7 replies
    • 1.6k views
    • 
    • MGB
    • May 21, 2002

29. 1.410(b)-7(c)(1)

    By lexi, March 27, 2007
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • March 27, 2007

30. Top Heavy and ADP/ACP Rules

    By Guest dhoefer, November 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • November 5, 2002

31. Safe Harbor notice requirement

    By Guest Ed Walker, November 22, 2002
    • 1 reply
    • 1.6k views
    • 
    • pmacduff
    • November 22, 2002

32. 401(k)

    By Guest JFBEARB, May 9, 2002
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2002

33. GLB BSA and USA Patriot act.

    By fidu, March 18, 2002
    • 0 replies
    • 1.6k views
    • 
    • fidu
    • March 18, 2002

34. Can a Trust Sponsor a 401(k) Plan?

    By tbp, July 16, 2015
    • 4 replies
    • 1.6k views
    • 
    • Peter Gulia
    • July 17, 2015

35. Computation Period

    By thepensionmaven, February 17, 2020
    • 6 replies
    • 1.6k views
    • 
    • Kevin C
    • February 18, 2020

36. Eligibile to Participate, but no Allocation

    By JRG, June 24, 2011
    • 8 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • June 27, 2011

37. Employee starts January 1; does he complete 6 months of service on Jun

    By Guest mhultz, December 15, 1999
    • 5 replies
    • 1.6k views
    • 
    • Alf
    • December 17, 1999

38. Hardship Withdrawals

    By Nassau, April 29, 2011
    • 5 replies
    • 1.6k views
    • 
    • masteff
    • April 29, 2011

39. Excess deferral and match forfeiture

    By alexa, November 6, 2008
    • 1 reply
    • 1.6k views
    • 
    • Jim Chad
    • November 7, 2008

40. Off Calendar Year Catch Up Contributions

    By MBCarey, November 5, 2002
    • 9 replies
    • 1.6k views
    • 
    • Tom Poje
    • November 7, 2002

41. Compensation

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

42. Implementing Salary Deferral Elections

    By Guest TPAStacey, August 1, 2007
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • August 1, 2007

43. Not a MEWA simply because we share common BOD members?

    By Guest Diana Prewitt, June 28, 2000
    • 1 reply
    • 1.6k views
    • 
    • pjkoehler
    • June 28, 2000

44. Top Heavy Safe Harbor Plan, does making........

    By Guest jhilliard, May 26, 2004
    • 4 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

45. Stupid Questions - Catch-Ups

    By Guest Chaffee, September 21, 2004
    • 8 replies
    • 1.6k views
    • 
    • QDROphile
    • September 24, 2004

46. Determining Income for Partners

    By Dan, March 20, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 1, 1999

47. Plan Expenses

    By Guest Lex, June 28, 2002
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • June 28, 2002

48. ineligible employee

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

49. shifting adp deferrals to dilute my acp

    By Bri, January 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 7, 2002

50. Bonus Exclusions in 401(k)

    By Guest Chaffee, December 5, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 9, 2005