401(k) Plans

19,321 topics in this forum

1. Pooled Account w Ppt discretion

   By Guest GinaD, March 28, 2013   

   • pooled account
   • gains
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • March 29, 2013

2. ADP testing on new plan

   By Belgarath, January 18, 2016
   • 3 replies
   • 1.1k views
   • 
   • Tom Poje
   • January 18, 2016

3. Top paid group question

   By gdlfa, August 25, 2016
   • 3 replies
   • 1.4k views
   • 
   • Jim Chad
   • August 26, 2016

4. Redeposit of a distribution done in error

   By Guest pnnenno, April 15, 1999
   • 3 replies
   • 2.1k views
   • 
   • Fredman
   • April 20, 1999

5. Attribution for Discrimination Testing

   By metsfan026, September 21, 2022
   • 3 replies
   • 1.1k views
   • 
   • 401kology
   • September 27, 2022

6. USERRA - Eligibility Service

   By M_2015, April 17, 2024
   • 3 replies
   • 760 views
   • 
   • Paul I
   • April 17, 2024

7. 401(k) Plan, with fully vested PS provision and no match provision

   By msmith, May 6, 2004
   • 3 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • May 7, 2004

8. multiple employer plan

   By Guest George Chimento, March 22, 2007
   • 3 replies
   • 2.9k views
   • 
   • spartytax
   • April 28, 2016

9. Term 401k plan, payout, set up another in 12 months...

   By Oh so SIMPLE, June 8, 2012
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • June 11, 2012

10. Questions re: moving from SEP to solo 401(k)

    By UM1234, April 7, 2015
    • 3 replies
    • 1.7k views
    • 
    • UM1234
    • April 30, 2015

11. Form 5500 reporting of 2015 Contribution made in November 2016 for calendar year plan

    By AdKu, October 27, 2016   

    • Form 5500 reporting
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • October 28, 2016

12. Failed ACP Match Refunds

    By Coleboy1, February 24, 2022
    • 3 replies
    • 1k views
    • 
    • Bri
    • March 10, 2022

13. Matching Contributions

    By Guest Curious, November 22, 1998
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • November 23, 1998

14. Profit Sharing/401(k) issue

    By ANONY0611, March 27, 2023   

    • profit-sharing
    • profit sharing plan
    • (and 3 more)

      Tagged with:

      • profit-sharing
      • profit sharing plan
      • profit sharing formula
      • allocation
      • safe-harbor
    • 3 replies
    • 994 views
    • 
    • Paul I
    • March 27, 2023

15. Definition of Compensation / Fiscal Year

    By BFree, September 20, 2002
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 24, 2002

16. Nonuniform Matching Formulas

    By Guest IU1994, August 11, 2004
    • 3 replies
    • 2.4k views
    • 
    • Tom Poje
    • August 12, 2004

17. $26,000 Market adjustment on a fixed account at surrender of annuity

    By Jim Chad, September 2, 2004
    • 3 replies
    • 2.4k views
    • 
    • MGB
    • September 2, 2004

18. UBTI - Paid by Earmarked Account?

    By Guest notapensiongeek, June 15, 2006
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • June 15, 2006

19. Doesn't seem right

    By Guest WonderWhy, February 12, 2009
    • 3 replies
    • 913 views
    • 
    • david rigby
    • February 12, 2009

20. Improper Allocation of Discretionary Contribution

    By Guest johnpetrancosta, February 14, 2013
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 15, 2013

21. Plan Merging into PEO Plan

    By austin3515, May 25, 2017
    • 3 replies
    • 1.2k views
    • 
    • hr for me
    • May 25, 2017

22. First time 5500 ez for a 15 year old account

    By Raj, February 12, 2018
    • 3 replies
    • 589 views
    • 
    • Tom Poje
    • February 12, 2018

23. 410(b) "Free Ride"

    By Guest jdeets, November 20, 1998
    • 3 replies
    • 1.9k views
    • 
    • Wessex
    • November 23, 1998

24. Highly Compensated / Meger Question

    By fiona1, February 9, 2004
    • 3 replies
    • 1.1k views
    • 
    • E as in ERISA
    • February 10, 2004

25. Converstion of 401k to IRA

    By Guest giri, September 14, 2008
    • 3 replies
    • 944 views
    • 
    • ERISAnut
    • September 15, 2008

26. Discretionary match in Safe Harbor 401(k) Plan

    By Dougsbpc, September 24, 2015
    • 3 replies
    • 1.8k views
    • 
    • Dougsbpc
    • September 25, 2015

27. Plan Loan Repayment Terms

    By Guest a206536, August 26, 2016
    • 3 replies
    • 950 views
    • 
    • GMK
    • August 26, 2016

28. Tax deductible and plan termination with no eligible compensation

    By tghooper, November 15, 2019
    • 3 replies
    • 672 views
    • 
    • tghooper
    • November 15, 2019

29. change plan eligibility to get out of LTPTE?

    By AlbanyConsultant, December 22, 2023
    • 3 replies
    • 750 views
    • 
    • austin3515
    • December 29, 2023

30. Minimum Distribution Requirements To A Retired Re-Hire.

    By Guest hilda, November 16, 2002
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • November 16, 2002

31. Early Eligibility for Safe Harbor Testing

    By smm, May 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • Archimage
    • May 16, 2003

32. Trust EIN... yes or no

    By K-t-F, December 30, 2003
    • 3 replies
    • 2.1k views
    • 
    • pmacduff
    • December 30, 2003

33. 3 month eligibility question

    By Brian Gallagher, February 26, 2004
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • February 26, 2004

34. operational checklists

    By PensionNewbee, May 27, 2005
    • 3 replies
    • 1.6k views
    • 
    • PensionNewbee
    • June 2, 2005

35. Off year ADP failure

    By Dazednconfused, December 4, 2009
    • 3 replies
    • 1k views
    • 
    • austin3515
    • December 7, 2009

36. eligibility for non residents

    By pmacduff, April 6, 2011
    • 3 replies
    • 3.8k views
    • 
    • pmacduff
    • April 6, 2011

37. Deferrals on Bonus

    By khn, September 20, 2013
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • September 20, 2013

38. 401(k) Safe Harbor Match Controlled Group

    By TPA2015, February 12, 2018   

    • 401(k)
    • controlled group
    • (and 1 more)

      Tagged with:

      • 401(k)
      • controlled group
      • safe harbor
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 14, 2018

39. Otherwise Excludable EEs question

    By pholosofizer, April 8, 2019
    • 3 replies
    • 995 views
    • 
    • Tom Poje
    • April 9, 2019

40. Plan Sponsor Received Mutual Fund Settlement Check Payable to 401k Plan

    By waid10, February 26, 2021
    • 3 replies
    • 1.1k views
    • 
    • JonC
    • March 2, 2021

41. Eligibility for a 401k Plan for " employees" that have W-7#

    By Pammie57, August 25, 2021
    • 3 replies
    • 1.1k views
    • 
    • ESOP Guy
    • August 27, 2021

42. Conditional Employer Match

    By Guest Tom Moses, November 11, 1998
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • November 24, 1998

43. Spousal consent to distributions

    By Tom, June 17, 2024
    • 3 replies
    • 863 views
    • 
    • Tom
    • June 19, 2024

44. What to do when plan sponsor has not treated as taxable distributions

    By EGB, September 26, 2000
    • 3 replies
    • 1.8k views
    • 
    • rocknrolls2
    • November 28, 2001

45. more than 1 year of service for 401k plan

    By Guest pensionlady, February 15, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 16, 2001

46. Inadvertant CODA

    By Alf, September 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • Alf
    • September 18, 2003

47. Help calculating contributions for LLC members

    By Guest schmpat, January 22, 2004
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 23, 2004

48. tax deduction on annual safe harbor match?

    By Lori H, March 25, 2008
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 25, 2008

49. safe harbor match cessation

    By pmacduff, May 27, 2011
    • 3 replies
    • 1.3k views
    • 
    • QNPG
    • May 27, 2011

50. defaulted loan due to rejection of payments

    By WCC, June 18, 2013
    • 3 replies
    • 972 views
    • 
    • BG5150
    • June 19, 2013