401(k) Plans

19,321 topics in this forum

1. Union business owner

   By Guest clar7490, February 6, 2013   

   • Union owner in non union plan
   • 1 reply
   • 1.6k views
   • 
   • ETA Consulting LLC
   • February 7, 2013

2. Catch-up Contributions

   By Guest t936, August 2, 2001
   • 1 reply
   • 1.6k views
   • 
   • MGB
   • August 3, 2001

3. Can 73 year old make elective deferrals?

   By david rigby, December 17, 1999
   • 5 replies
   • 1.6k views
   • 
   • Dowist
   • December 28, 1999

4. Withholding on Roth distrib under $200

   By dcoderre, August 26, 2007
   • 0 replies
   • 1.6k views
   • 
   • dcoderre
   • August 26, 2007

5. Clearly I am An Idiot

   By austin3515, March 3, 2014
   • 9 replies
   • 1.6k views
   • 
   • masteff
   • March 5, 2014

6. Safe Harbor for HCE's

   By ombskid, June 27, 2007
   • 4 replies
   • 1.6k views
   • 
   • Kimberly S
   • July 2, 2007

7. ACP Split Testing Method

   By Guest dsw713, June 2, 2009
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • June 4, 2009

8. Does stock held in a trust count toward HCE status for ADP testing pur

   By Guest MAWalsh, March 15, 2002
   • 0 replies
   • 1.6k views
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   • Guest
   • March 15, 2002

9. how far past 12/31 can a sole prop make 401(k) contributions?

   By Guest dubya, April 14, 2004
   • 8 replies
   • 1.6k views
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   • mbozek
   • April 16, 2004

10. Timing of contribution submissions

    By Guest LSULLIVAN, June 17, 2008
    • 3 replies
    • 1.6k views
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    • John Feldt ERPA CPC QPA
    • June 18, 2008

11. 401(k) safe harbor commitment to only NHCE's

    By Brenda Wren, January 12, 2005
    • 4 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 28, 2005

12. Qualified CODA...

    By Guest EPS2, November 5, 2008
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • November 6, 2008

13. SEP existing with 401(k)

    By Guest PLHart, January 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 13, 2000

14. SH Match Plan failing 414(s)

    By BG5150, November 10, 2016
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • November 10, 2016

15. New Comp Plans

    By Guest LBH, June 11, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 11, 1999

16. Excess Annual Additions

    By nancy, June 1, 2000
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • June 2, 2000

17. Same desk, protected benefits and direct rollovers

    By Guest Mrilaomt, September 2, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 12, 2005

18. USERRA make-up contributions

    By ccassetty, November 8, 2001
    • 0 replies
    • 1.6k views
    • 
    • ccassetty
    • November 8, 2001

19. New Company, New Plan, Special Participation Date

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

20. New calendar year safe-harbor 401(k) plan as of 4/1/02; what time period to use in calculating compensation?

    By Jilliandiz, September 17, 2003
    • 3 replies
    • 1.6k views
    • 
    • g8r
    • September 25, 2003

21. limit on 401(k) con after hardship withdrawal?

    By Guest FREE401k, February 15, 2001
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • February 16, 2001

22. Help! Fortune 500 firm stalling distribution to designated beneficiary

    By Guest AnnaS., March 13, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 2001

23. Vesting Changes

    By justatester, October 20, 2009
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • February 15, 2010

24. Beneficiary

    By Guest Earl Anthony, September 7, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • September 7, 2001

25. Trustee EIN

    By Guest trojaninvestor, May 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • May 3, 2001

26. Is this employee counted in ADP test

    By jkharvey, February 22, 2007
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • February 22, 2007

27. Taxes on interest of 401k loan

    By Guest mcdanieldon, February 25, 2004
    • 3 replies
    • 1.6k views
    • 
    • E as in ERISA
    • February 26, 2004

28. Discretionary match contribution disclosure

    By DTH, December 30, 2002
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • December 30, 2002

29. "mistaken contribution" (sort of"

    By benpat3, April 26, 2007
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • May 1, 2007

30. Form 5330

    By Guest MEGary, February 26, 2002
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • February 27, 2002

31. Partners income negative

    By cpc0506, October 10, 2018
    • 6 replies
    • 1.6k views
    • 
    • Larry Starr
    • October 11, 2018

32. Multi-Employer Plan Spin Off

    By Guest UKH, March 20, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 20, 2001

33. ESOP401(K)Annual Addition limits.

    By Guest Babs, August 7, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 25, 1999

34. In-Plan Roth Conversions, Loans

    By Guest PhDay, December 8, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 9, 2010

35. safe harbor cross tested plan - do terminees get a non elective contribution

    By k man, February 24, 2004
    • 8 replies
    • 1.6k views
    • 
    • WDIK
    • February 24, 2004

36. 3(16) Signing Plan Documents

    By austin3515, November 18, 2019
    • 9 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 20, 2019

37. 401(k) deferrals and SEP contributions in same year?

    By Guest C.R. Gravitt, March 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 28, 2001

38. 3% employer safe harbor contribution - late or not late?

    By Guest Michael Anderson, November 21, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 24, 2003

39. 1998/1999 Deferred Compensation Limit

    By Guest Barney Byrd, December 30, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 30, 1998

40. Oops the plan sponsor forgot to 1099 the hardship withdrawal

    By Guest SJPrince, June 29, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 30, 2001

41. Can an employer change discretionary match?

    By Guest Bob Miller, February 21, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2000

42. How much can be taken out as a hardship distribution, after a particip

    By Richard Anderson, July 4, 2000
    • 5 replies
    • 1.6k views
    • 
    • MWeddell
    • July 10, 2000

43. Rollover Question

    By Scott, September 7, 2001
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • September 7, 2001

44. Pre-ERISA MPPP with 401k Feature

    By J Simmons, February 14, 2009
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • February 19, 2009

45. Safe Harbor Notice

    By Guest Rob, December 17, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 17, 1998

46. Can a nonstandardized prototype plan be filed for approval without the

    By Guest, September 7, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 22, 2000

47. One-time nonelective contribution for acquired employees

    By 7806akp, February 21, 2011
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • February 22, 2011

48. Aftertax - Loans

    By Guest Michelle, January 13, 1999
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • January 13, 1999

49. If a Plan has no HCE's can the matching formula be different by pay gr

    By Hoard1, November 4, 1999
    • 5 replies
    • 1.6k views
    • 
    • Hoard1
    • November 5, 1999

50. Failure to obtain proper Distrib. Elections and Consents

    By Earl, December 21, 2000
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • December 24, 2000