401(k) Plans

19,275 topics in this forum

1. What is the compensation?

   By Basically, February 11
   • 9 replies
   • 1.5k views
   • 
   • RatherBeGolfing
   • February 13

2. Software

   By TinaW, August 3, 2023
   • 5 replies
   • 1.5k views
   • 
   • R. Scott
   • August 8, 2023

3. Partners income negative

   By cpc0506, October 10, 2018
   • 6 replies
   • 1.5k views
   • 
   • Larry Starr
   • October 11, 2018

4. 401(k) Investment Committees and Policy

   By Guest D Ziegler, March 20, 2001
   • 2 replies
   • 1.5k views
   • 
   • Jon Chambers
   • March 20, 2001

5. 401k electively deferring nonqualified deferred comp payment

   By J Simmons, August 6, 2008
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • August 6, 2008

6. 401K withholding

   By basumukherji, October 31, 2001
   • 0 replies
   • 1.5k views
   • 
   • basumukherji
   • October 31, 2001

7. 402(g) and Catch Up

   By justatester, December 9, 2009
   • 3 replies
   • 1.5k views
   • 
   • Tom Poje
   • December 9, 2009

8. beneficiary question

   By k man, April 25, 2008
   • 5 replies
   • 1.5k views
   • 
   • masteff
   • April 25, 2008

9. Recordkeeper Performing Late ADP/ACP Testing

   By khn, November 11, 2016
   • 10 replies
   • 1.5k views
   • 
   • ETA Consulting LLC
   • November 11, 2016

10. Top Heavy Allocation to Key Employees

    By NW529, August 10, 2020   

    • 401k
    • top heavy
    • (and 1 more)

      Tagged with:

      • 401k
      • top heavy
      • key employee
    • 16 replies
    • 1.5k views
    • 
    • BG5150
    • August 12, 2020

11. 1099 IC

    By ratherbereading, August 26, 2019
    • 16 replies
    • 1.5k views
    • 
    • ratherbereading
    • August 28, 2019

12. Post-severance compensation

    By M Norton, July 1, 2009
    • 4 replies
    • 1.5k views
    • 
    • PLAN MAN
    • July 2, 2009

13. PENALTY FEE

    By Guest alan24, June 1, 2004
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • June 3, 2004

14. Calculating Partnership Maximum Contributions

    By Guest Thornton, October 27, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 22, 1998

15. Fiduciary liability?...

    By Guest RONNIE WASEL, June 28, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 3, 2002

16. LLC & 401(k) if LLC opts to pay taxes as partnership

    By Guest jusducki, March 16, 2005
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 21, 2005

17. Limited Partnership

    By Guest dscurtis, January 26, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 26, 2006

18. B;azeSSI user's system

    By Cathy from Chicago, January 16, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 18, 2000

19. Company that pays weekly wants to send census to me quarterly

    By Jim Chad, November 6, 2008
    • 15 replies
    • 1.5k views
    • 
    • cdavis25
    • November 13, 2008

20. PARTNERS DEFERRED AND HAD A PARTNERSHIP LOSS

    By blue, November 3, 2005
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • November 3, 2005

21. Section 318 attribution for Key EE under EGTRRA

    By Guest GMedley, November 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • November 2, 2001

22. Employee Roth elections not withheld correctly for 2024

    By Tom, September 17
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • September 18

23. Underfunded Plans (2nd request)

    By fidu, December 30, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 31, 2002

24. Plan limit for HCE

    By blue, March 22, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 22, 2005

25. ADP Refunds for Fiscal Year Plans

    By Guest swanson, March 6, 2008
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 7, 2008

26. Exclude HCEs from match

    By Scott50, March 11, 2019
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 12, 2019

27. Excess contribution and forfeited match

    By Sully, January 30, 2004
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 2, 2004

28. 401k withholding post calendar year end

    By CLE401kGuy, March 12, 2015
    • 10 replies
    • 1.5k views
    • 
    • K2retire
    • March 24, 2015

29. 1st of month 401k entry date in practice

    By TPApril, December 7, 2023
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • December 11, 2023

30. 3-year cliff vesting still allowed

    By TPApril, October 7, 2021
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • October 8, 2021

31. 415(c)(3)(C) Disability Contributions

    By billfgrady, July 17, 2002
    • 0 replies
    • 1.5k views
    • 
    • billfgrady
    • July 17, 2002

32. contribution limits

    By cpc0506, July 10, 2017
    • 17 replies
    • 1.5k views
    • 
    • Mike Preston
    • July 15, 2017

33. Participant receive too much money on failure of discrimination test

    By KateSmithPA, June 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • June 22, 2001

34. Post severance comp & match

    By MSN, March 24, 2008
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 25, 2008

35. Rollover Funds Disbursed

    By Guest WCHB, October 8, 2009
    • 9 replies
    • 1.5k views
    • 
    • Guest
    • October 9, 2009

36. Administrative Error - Excess Withholdings

    By 401king, March 9, 2009
    • 7 replies
    • 1.5k views
    • 
    • 401king
    • March 9, 2009

37. What are the penalties for the withdrawal of earnings (after 12/31/19

    By Guest LNM, July 18, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 18, 2000

38. Is there any 401k rollover service?

    By Shuo, January 21, 2021
    • 12 replies
    • 1.5k views
    • 
    • ESOP Guy
    • January 21, 2021

39. Final regs clarification

    By LIBERTYKID, August 28, 2006
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • August 28, 2006

40. Contributions at age 70 1/2?

    By Guest JenMac, October 13, 2005
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • October 13, 2005

41. Is it a plan termination or a takeover plan?

    By Guest Michael Anderson, January 9, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2002

42. IRS Audit / Ancient Missing Amendments

    By austin3515, May 23, 2016
    • 21 replies
    • 1.5k views
    • 
    • austin3515
    • May 26, 2016

43. Top Heavy Plan

    By Guest At Peace, March 31, 2003
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • April 1, 2003

44. Computation Period

    By thepensionmaven, February 17, 2020
    • 6 replies
    • 1.5k views
    • 
    • Kevin C
    • February 18, 2020

45. Does "Where to File" Form 5330 change to PWBA at some point,

    By John A, February 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • Kristina
    • March 7, 2001

46. Foreign employee moving to US gets service credit?

    By Guest FAQ, November 29, 2005
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • December 6, 2005

47. Puerto Rico Qualification

    By Guest CRC02, March 25, 2004
    • 4 replies
    • 1.5k views
    • 
    • Harwood
    • March 25, 2004

48. Missed ADP Refund and correction

    By buckaroo, September 11, 2009
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • September 18, 2009

49. Can A Corporation Be Half Safe Harbor

    By LCARUSI, August 10, 2000
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • August 10, 2000

50. Top Heavy Contribution & Non-ACP Match

    By Guest Much2Learn, September 3, 2002
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • September 3, 2002