401(k) Plans

19,275 topics in this forum

1. Possible Automatic Extension for 5500's?

   By austin3515, July 22, 2010
   • 6 replies
   • 1.6k views
   • 
   • austin3515
   • July 26, 2010

2. 3% Safe Harbor

   By mariemonroe, March 9, 2009
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • March 12, 2009

3. Sole Props wanting 401(k) Plans

   By Guest Michael S. Ouellette, August 30, 2001
   • 1 reply
   • 1.6k views
   • 
   • wmyer
   • August 30, 2001

4. Full year comp for a safe harbor plan? Two scenarios.

   By Guest, May 11, 2000
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • May 11, 2000

5. Excluded Employers of a 401(k) Plan

   By Guest RS Vatalaro, June 29, 1999
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • June 29, 1999

6. Incorrect ADP refund

   By Guest niceguymike1, July 22, 2013
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • July 22, 2013

7. Self Directed 401K Plans

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

8. Top Heavy Testing Questions

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

9. Combined Plan with Multiple Contribution Formulas

   By Guest Ralph, June 7, 2001
   • 3 replies
   • 1.6k views
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   • PMC
   • June 8, 2001

10. 401K IRA rollover question

    By Guest LakeRick, July 2, 2003
    • 2 replies
    • 1.6k views
    • 
    • Harwood
    • July 2, 2003

11. Union employees

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

12. Plan Termination

    By Jilliandiz, June 9, 2005
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • June 10, 2005

13. Take over plan & mapping

    By blue, May 6, 2008
    • 3 replies
    • 1.6k views
    • 
    • blue
    • May 7, 2008

14. ADP refunds - for $3 each

    By doombuggy, March 31, 2005
    • 3 replies
    • 1.6k views
    • 
    • doombuggy
    • April 1, 2005

15. Funding solo 401(k) with IRA MRD's--Allowable?--?Double Taxation?

    By robbie, July 17, 2005
    • 4 replies
    • 1.6k views
    • 
    • robbie
    • July 18, 2005

16. OK for participant to designate his fraternity as the beneficiary of h

    By Guest, December 13, 1999
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • December 20, 1999

17. Safe Harbor Plan and Controlled Group

    By Guest cxs, September 13, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 22, 2005

18. Highly Compensated

    By MBCarey, September 11, 2008
    • 8 replies
    • 1.6k views
    • 
    • BG5150
    • October 3, 2008

19. Form 1099-R

    By Guest Phineas, December 15, 2009
    • 2 replies
    • 1.6k views
    • 
    • GMK
    • December 15, 2009

20. Adding safe harbor 401(k) to profit sharing mid year.

    By Jim Chad, August 20, 2015
    • 4 replies
    • 1.6k views
    • 
    • Lou S.
    • August 20, 2015

21. Safe Harbor Match Formula

    By Nassau, March 24, 2015   

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

22. timing of switching testing methods

    By Tom Poje, November 22, 2005
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • November 23, 2005

23. Allocating cents to 401(k) subaccounts

    By Guest hk73, October 21, 2014
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • October 23, 2014

24. investing in rental property

    By randagulp, August 16, 2015   

    • self-directed
    • 401(k)
    • (and 2 more)

      Tagged with:

      • self-directed
      • 401(k)
      • rental property
      • investment
    • 3 replies
    • 1.6k views
    • 
    • My 2 cents
    • August 17, 2015

25. Safe Harbor with Company Stock

    By 401_4_ever, January 16, 2007
    • 4 replies
    • 1.6k views
    • 
    • 401_4_ever
    • January 19, 2007

26. Two trips up the 415 limit OK, if employed by more than one unrelated

    By Guest sue c, January 31, 2003
    • 1 reply
    • 1.6k views
    • 
    • MGB
    • January 31, 2003

27. QPSA notice requirement satisfied via SPD?

    By Guest Pennysaver, March 21, 2011
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 21, 2011

28. Outline of concerns regarding the qualification status of my 401k plan

    By Guest Miller426, September 26, 2009
    • 6 replies
    • 1.6k views
    • 
    • Bird
    • September 28, 2009

29. What compensation is used for General Testing?

    By justatester, May 13, 2015
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • May 13, 2015

30. Solo 401k TPA working with an advisor

    By Jim White, CFP, EA, September 9, 2019
    • 4 replies
    • 1.6k views
    • 
    • Amyrmaid
    • September 10, 2019

31. Rental Income

    By Guest John P., April 12, 2012
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • April 12, 2012

32. 404(c) Protection/QDIA Protection

    By Nassau, August 13, 2008
    • 0 replies
    • 1.6k views
    • 
    • Nassau
    • August 13, 2008

33. 401(k) with union employees

    By FJR, September 21, 2002
    • 2 replies
    • 1.6k views
    • 
    • jaemmons
    • September 23, 2002

34. Indvidual (k) Question

    By Guest EAS, December 23, 2004
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • December 26, 2004

35. Limitations On Allocation Rates

    By austin3515, January 18, 2013
    • 9 replies
    • 1.6k views
    • 
    • austin3515
    • January 22, 2013

36. HCE Determination

    By Scott, March 12, 2002
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • March 13, 2002

37. 404a5 and brokerage accounts...

    By CLE401kGuy, July 2, 2012
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 9, 2012

38. Employer Contributions - Timing of Deposit

    By Guest Stacey Potts, March 1, 2011
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • March 2, 2011

39. PS 58 Cost and inservice distributions

    By Jester, February 2, 2022
    • 5 replies
    • 1.6k views
    • 
    • Liz Hallam
    • February 4, 2022

40. charitable trust as beneficiary of participant

    By Guest cascigm, August 25, 1999
    • 2 replies
    • 1.6k views
    • 
    • Wessex
    • August 26, 1999

41. When can I set up a new 401(k) to avoid top heavy

    By kmciver, September 14, 2005
    • 2 replies
    • 1.6k views
    • 
    • Alf
    • September 15, 2005

42. Match Requirements

    By Guest JBarn, August 31, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 13, 1999

43. Can a participant purchase stock in his directed account of a company

    By Guest, March 27, 2001
    • 4 replies
    • 1.6k views
    • 
    • RCK
    • April 3, 2001

44. RMD

    By oldman63, September 27, 2019
    • 9 replies
    • 1.6k views
    • 
    • Larry Starr
    • October 3, 2019

45. Part-Time Employee Exclusions & Secure Act

    By metsfan026, January 9, 2024
    • 6 replies
    • 1.6k views
    • 
    • Belgarath
    • January 11, 2024

46. Top Heavy Issue

    By Guest wjr, November 17, 2004
    • 3 replies
    • 1.6k views
    • 
    • BG5150
    • November 23, 2021

47. Employee 401k Funds Ques. - Company "Going Under"

    By Guest nroth, July 5, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • July 5, 2001

48. Timing of 401k contribution via ACH (remittance and allocation)

    By TGIF, November 21, 2023
    • 2 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 27, 2023

49. Includible Compensation

    By emmetttrudy, December 1, 2010
    • 4 replies
    • 1.6k views
    • 
    • Jim Chad
    • December 2, 2010

50. 401(K) Corrective Contribution and General Testing

    By Guest geschaft, January 23, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 23, 2007