401(k) Plans

19,321 topics in this forum

1. Safe harbor plan fails coverage

   By 30Rock, June 3, 2015
   • 3 replies
   • 1.6k views
   • 
   • PensionPro
   • February 23, 2017

2. Elective Deferrals For the Self-Employed

   By mming, January 23, 2008
   • 2 replies
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • January 24, 2008

3. Limited Partnership

   By Guest dscurtis, January 26, 2006
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • January 26, 2006

4. Compensation Limit for Match Calculation

   By Guest rgorman, February 8, 2005
   • 3 replies
   • 1.6k views
   • 
   • QDROphile
   • February 8, 2005

5. Employer Eligibility Failure

   By Guest Annette Leerhoff, August 22, 2011
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • August 22, 2011

6. Real Estate Investments in 401(k) Plan

   By Hoard1, July 7, 1999
   • 0 replies
   • 1.6k views
   • 
   • Hoard1
   • July 7, 1999

7. LLC (taxed as Partnership) and 401(k) Deferral

   By retbenser, May 30, 2013
   • 2 replies
   • 1.6k views
   • 
   • 12AX7
   • May 30, 2013

8. Safe Harbor 401(k) for Calendar Year 1999

   By Guest J Samuelson, February 20, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • February 21, 1999

9. 401(k) Loans Not Transferrable in Annuity Contract

   By lisabroc, December 2, 2016
   • 4 replies
   • 1.6k views
   • 
   • MoJo
   • December 5, 2016

10. 401(k) Investment Committees and Policy

    By Guest D Ziegler, March 20, 2001
    • 2 replies
    • 1.6k views
    • 
    • Jon Chambers
    • March 20, 2001

11. New 401(k) Safe Harbor Plan...too late for 2005?

    By Jilliandiz, September 30, 2005
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • October 4, 2005

12. 402(g) Deadline

    By buckaroo, April 13, 2016
    • 2 replies
    • 1.6k views
    • 
    • Belgarath
    • April 14, 2016

13. Catch up contributions

    By Guest pensionadmin, November 15, 2001
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • November 15, 2001

14. Plan wording for negative elections

    By Guest amock, February 10, 1999
    • 6 replies
    • 1.6k views
    • 
    • Larry M
    • April 13, 1999

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

    By Guest jusducki, March 16, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 21, 2005

16. Administrative Error - Excess Withholdings

    By 401king, March 9, 2009
    • 7 replies
    • 1.6k views
    • 
    • 401king
    • March 9, 2009

17. Self Employment Tax Calc for Partners (K-1s)

    By cheersmate, July 25, 2017   

    • self employment tax
    • self employment tax offset
    • (and 2 more)

      Tagged with:

      • self employment tax
      • self employment tax offset
      • k-1
      • partnership
    • 5 replies
    • 1.6k views
    • 
    • Nate X
    • July 26, 2017

18. PARTNERS DEFERRED AND HAD A PARTNERSHIP LOSS

    By blue, November 3, 2005
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • November 3, 2005

19. 1099-R coding of rechar.

    By Guest LTurner, January 30, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 30, 2001

20. Plan Termination Account Balances Greater Than $5,000

    By Guest IRISH79, March 28, 2007
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • March 28, 2007

21. 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
    • 1.6k views
    • 
    • rcline46
    • September 24, 2003

22. EPCRS Question

    By kevind2010, July 21, 2011
    • 5 replies
    • 1.6k views
    • 
    • kevind2010
    • July 25, 2011

23. Excess contribution and forfeited match

    By Sully, January 30, 2004
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 2, 2004

24. Correction for loan for more than 50% vested balance

    By BG5150, September 2, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 3, 2008

25. May a plan reference the elapsed time regulations?

    By Guest tonjer, October 23, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 23, 2002

26. ADP corrective distributions

    By Guest chris4013, April 2, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 3, 2003

27. Roth mixed with in Traditional contributions

    By Pixie, April 2, 2015   

    • Roth
    • Self Directed Account
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • April 3, 2015

28. Retirees, Working but not Much

    By Mr Bagwell, May 21, 2018   

    • retirees
    • 15 replies
    • 1.6k views
    • 
    • Luke Bailey
    • May 23, 2018

29. Strange match request

    By Guest JPIngold, December 4, 2012
    • 8 replies
    • 1.6k views
    • 
    • Jim Chad
    • December 4, 2012

30. High minimum investment discriminatory??

    By Guest halka, March 4, 2003
    • 4 replies
    • 1.6k views
    • 
    • Jon Chambers
    • March 6, 2003

31. Quick, Cheap Way to Find Lost Participants

    By austin3515, August 23, 2011
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • August 23, 2011

32. 401k penalty provisions

    By Guest rwestrup, August 15, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • August 15, 2001

33. Assume same desk rule applies; does an individual transferred to the n

    By Guest wwest, December 3, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 3, 1999

34. contribution limits

    By cpc0506, July 10, 2017
    • 17 replies
    • 1.6k views
    • 
    • Mike Preston
    • July 15, 2017

35. New Section 404 Rules

    By Guest BCoffey, December 6, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 7, 2001

36. Calculating Partnership Maximum Contributions

    By Guest Thornton, October 27, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 22, 1998

37. Rollover Funds Disbursed

    By Guest WCHB, October 8, 2009
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • October 9, 2009

38. Safe Harbor Plan with no contrib for NHCEs OK?

    By Lynn Campbell, December 17, 1998
    • 2 replies
    • 1.6k views
    • 
    • kocak
    • December 18, 1998

39. Late deferral deposit

    By Guest terric, October 12, 2005
    • 3 replies
    • 1.6k views
    • 
    • E as in ERISA
    • October 12, 2005

40. 401k withholding post calendar year end

    By CLE401kGuy, March 12, 2015
    • 10 replies
    • 1.6k views
    • 
    • K2retire
    • March 24, 2015

41. Missed ADP Refund and correction

    By buckaroo, September 11, 2009
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • September 18, 2009

42. Existing solo 401k but has employees

    By Jakyasar, November 5, 2021
    • 10 replies
    • 1.6k views
    • 
    • chc93
    • November 12, 2021

43. 401k NET PAY CALCULATIONS

    By Guest jfgc, May 26, 2000
    • 1 reply
    • 1.6k views
    • 
    • KIP KRAUS
    • May 26, 2000

44. Post-severance compensation

    By M Norton, July 1, 2009
    • 4 replies
    • 1.6k views
    • 
    • PLAN MAN
    • July 2, 2009

45. Deferral election procedure

    By John Feldt ERPA CPC QPA, August 26, 2011
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • August 26, 2011

46. timing of deduction when fiscal year does not match plan year.

    By Earl, May 22, 2001
    • 0 replies
    • 1.6k views
    • 
    • Earl
    • May 22, 2001

47. Operational failure of involuntary cash-outs and rollovers

    By 30Rock, April 8, 2025
    • 10 replies
    • 1.6k views
    • 
    • 30Rock
    • April 11, 2025

48. another safe Harbor 401(K)

    By thepensionmaven, June 15, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • June 15, 2009

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

    By John A, February 12, 2001
    • 1 reply
    • 1.6k views
    • 
    • Kristina
    • March 7, 2001

50. Participant directed accounts

    By Guest pjb, August 6, 2002
    • 5 replies
    • 1.6k views
    • 
    • KJohnson
    • August 6, 2002