401(k) Plans

19,275 topics in this forum

1. missed deferrals, or opportunistic employee

   By K2retire, March 23, 2016
   • 12 replies
   • 1.6k views
   • 
   • jpod
   • March 24, 2016

2. OK to shift a percent or two from the ACP test to help pass the ADP test?

   By Guest jodisam, September 30, 2003
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • February 9, 2009

3. 402(g) Deadline

   By buckaroo, April 13, 2016
   • 2 replies
   • 1.5k views
   • 
   • Belgarath
   • April 14, 2016

4. switching employees between common ownership plans

   By Guest lindamichals, February 16, 2005
   • 5 replies
   • 1.5k views
   • 
   • RCK
   • February 17, 2005

5. 401(k) fees

   By Guest cathie giebel, December 6, 2001
   • 2 replies
   • 1.5k views
   • 
   • MWeddell
   • December 6, 2001

6. What happens to an outstanding loan against 401(k) as owner of C corp

   By Guest alwilkins, July 9, 2000
   • 3 replies
   • 1.5k views
   • 
   • Dave Baker
   • July 10, 2000

7. Excluding Statutorily Excludable EEs from QNECs

   By Guest MAWalsh, February 28, 2003
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • March 4, 2003

8. Dental Cost & Harships

   By Guest CCarter, August 8, 2002
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • August 9, 2002

9. Short Plan Year Safe Harbor Plan

   By Guest lovework, September 17, 2014
   • 2 replies
   • 1.5k views
   • 
   • Kevin C
   • September 24, 2014

10. removal of spousal consent when not required under K plan

    By Tom, July 6, 2023
    • 5 replies
    • 1.5k views
    • 
    • fmsinc
    • February 14, 2024

11. Roth (k) Rollovers

    By PMC, February 2, 2006
    • 3 replies
    • 1.5k views
    • 
    • JDuns
    • February 3, 2006

12. 401(k) participation waiver by Amish participants; ignore them altogether in running tests, or count them as "zeros"?

    By rcline46, September 24, 2003
    • 0 replies
    • 1.5k views
    • 
    • rcline46
    • September 24, 2003

13. Life Insurance Premiums - Outside Assets

    By Gruegen, April 16, 2013
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • April 18, 2013

14. Form 5330 for excess contributions

    By Guest Pat Metallic, June 3, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 3, 2009

15. Question for any CPA's out there.

    By Guest LisaPA, February 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • February 8, 2001

16. Partial Termination

    By austin3515, April 9, 2012
    • 14 replies
    • 1.5k views
    • 
    • david rigby
    • April 11, 2012

17. RMD

    By Guest glhotdog, May 1, 2014   

    • RMD Revoke
    • suspened RMD payments
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 1, 2014

18. Post-Severance Compensation

    By Guest shaul, November 4, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 4, 2010

19. deductiblility

    By k man, August 1, 2001
    • 2 replies
    • 1.5k views
    • 
    • k man
    • August 1, 2001

20. ADP Compensation

    By Christopher Wilson, January 4, 2020
    • 5 replies
    • 1.5k views
    • 
    • G8Rs
    • January 7, 2020

21. SMM required?

    By Guest Peggy806, December 2, 2009
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • December 3, 2009

22. Notice to employees on PS Funding

    By austin3515, April 6, 2005
    • 11 replies
    • 1.5k views
    • 
    • JanetM
    • April 7, 2005

23. Safe Harbor Discontinuation

    By Guest korchnoy, February 26, 2008
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • February 27, 2008

24. LLP Questions

    By Guest Effie Clark, August 12, 2002
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • August 13, 2002

25. Blackout Notice

    By Guest cynthiar, February 12, 2004
    • 2 replies
    • 1.5k views
    • 
    • Harwood
    • February 12, 2004

26. 1099-R coding of rechar.

    By Guest LTurner, January 30, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 30, 2001

27. Safe Harbor Match

    By jkdoll2, September 18, 2008
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • September 18, 2008

28. beneficiary-401k plan

    By Guest wolf, October 16, 2001
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 16, 2001

29. IRA Rollover

    By Guest MCarey1, May 30, 2002
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • April 29, 2003

30. party in interest?

    By Pension Panda, July 14, 2008
    • 2 replies
    • 1.5k views
    • 
    • Pension Panda
    • July 15, 2008

31. Forfeitures?

    By Guest mrilao, September 23, 2004
    • 3 replies
    • 1.5k views
    • 
    • FundeK
    • October 5, 2004

32. 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
    • 1.5k views
    • 
    • g8r
    • September 25, 2003

33. Elective Deferrals For the Self-Employed

    By mming, January 23, 2008
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • January 24, 2008

34. Record Retention--DOL Final Rules

    By Guest Sparky, April 4, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 4, 2003

35. delayed transfer of 401(k) plan assets

    By chris, December 18, 2001
    • 5 replies
    • 1.5k views
    • 
    • Fredman
    • December 20, 2001

36. SH implemented at mid year

    By Jakyasar, April 27, 2020
    • 5 replies
    • 1.5k views
    • 
    • Dan
    • June 12, 2020

37. Compensation Limit- Contributions Post Tax

    By coleboy, February 1, 2021
    • 7 replies
    • 1.5k views
    • 
    • Luke Bailey
    • February 2, 2021

38. Real Estate Investments in 401(k) Plan

    By Hoard1, July 7, 1999
    • 0 replies
    • 1.5k views
    • 
    • Hoard1
    • July 7, 1999

39. EGTRRA Amendment Effective Date

    By Guest ELS, June 18, 2004
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 21, 2004

40. General Test

    By justatester, March 29, 2011
    • 4 replies
    • 1.5k views
    • 
    • justatester
    • April 4, 2011

41. Quick eligibility for deferral, 1 year for safe harbor match - top heavy issue?

    By Tom, August 8, 2023
    • 6 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • August 9, 2023

42. Comp for 3% SHNEC for plan with dual eligibility

    By Guest jody303, November 15, 2002
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • November 15, 2002

43. Quarterly PS contribution allocation; is the HCE's allocation limited

    By Richard Anderson, January 29, 2001
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • January 30, 2001

44. 401k NET PAY CALCULATIONS

    By Guest jfgc, May 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • KIP KRAUS
    • May 26, 2000

45. One to one correction method

    By Guest TM3069, November 13, 2008
    • 1 reply
    • 1.5k views
    • 
    • fiona1
    • November 13, 2008

46. Options/Requirements for Balances <$10

    By Guest lhead7601, July 7, 2003
    • 8 replies
    • 1.5k views
    • 
    • david rigby
    • July 10, 2003

47. Forfeiting related match when the ADP test fails

    By Guest 401kBurm, February 26, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 2, 2000

48. safe harbor 401(k) with 3% nonelective

    By thepensionmaven, February 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • February 28, 2001

49. Required Minimum Distribution

    By Guest PRafferty, March 19, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • March 19, 2002

50. Safe harbor plan fails coverage

    By 30Rock, June 3, 2015
    • 3 replies
    • 1.5k views
    • 
    • PensionPro
    • February 23, 2017