401(k) Plans

19,321 topics in this forum

1. contribution in error

   By wsp, February 28, 2004
   • 3 replies
   • 1.1k views
   • 
   • Mike Preston
   • March 1, 2004

2. Incorrect definition of compensation

   By Guest padmin, August 13, 2004
   • 3 replies
   • 1.9k views
   • 
   • QDROphile
   • August 13, 2004

3. 401(k) Catch-up Contributions?

   By Jilliandiz, April 8, 2005
   • 3 replies
   • 1.5k views
   • 
   • Jilliandiz
   • April 8, 2005

4. Mandatory Discontinuance of 401(k) Deferrals

   By Guest Ira Hayes, August 23, 2006
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • August 23, 2006

5. deductibility question

   By wsp, June 20, 2007
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • June 21, 2007

6. 402(g) and Catch Up

   By justatester, December 9, 2009
   • 3 replies
   • 1.6k views
   • 
   • Tom Poje
   • December 9, 2009

7. Question on Unfunded Plan

   By Guest JHeller, August 23, 2010
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • August 24, 2010

8. Amendign Prototype w/o restating

   By austin3515, February 17, 2011
   • 3 replies
   • 1.1k views
   • 
   • Kevin C
   • February 17, 2011

9. entry date

   By Chippy, January 11, 2012
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • January 15, 2012

10. ADP Refund Made Timely but changed after the deadline...

    By MelissaYancy, September 10, 2014   

    • ADP Refunds
    • 5330
    • 3 replies
    • 1.9k views
    • 
    • MelissaYancy
    • September 11, 2014

11. Profit Sharing Retirement Plan Distribution

    By Guest denali52, June 26, 2003
    • 3 replies
    • 1.5k views
    • 
    • BFree
    • June 26, 2003

12. HCE by right to acquire stock

    By Blinky the 3-eyed Fish, February 11, 2004
    • 3 replies
    • 1.1k views
    • 
    • Kirk Maldonado
    • February 12, 2004

13. Spousal rights

    By Guest BobParks, December 28, 2005
    • 3 replies
    • 2k views
    • 
    • Guest
    • December 29, 2005

14. 1099-R's

    By austin3515, January 28, 2006
    • 3 replies
    • 1.6k views
    • 
    • Lori Friedman
    • January 30, 2006

15. Contribution Limits

    By katie58, April 8, 2011
    • 3 replies
    • 1.3k views
    • 
    • katie58
    • April 11, 2011

16. Affiliated Service Group Question

    By metsfan026, March 2, 2022
    • 3 replies
    • 528 views
    • 
    • C. B. Zeller
    • March 4, 2022

17. Top Heavy Minimum Contribution

    By metsfan026, March 1, 2024
    • 3 replies
    • 577 views
    • 
    • Lou S.
    • March 1, 2024

18. ASPPA Conference

    By Tom Poje, October 17, 2006
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • October 18, 2006

19. Off Calendar Year Limits

    By MBCarey, November 6, 2008
    • 3 replies
    • 7.7k views
    • 
    • Tom Poje
    • November 6, 2008

20. Client Management Software

    By Gadgetfreak, March 8, 2010
    • 3 replies
    • 1.2k views
    • 
    • SheilaD
    • April 19, 2010

21. Missed deferrals in final payroll of 2018

    By 30Rock, December 27, 2018
    • 3 replies
    • 570 views
    • 
    • RPAS
    • December 28, 2018

22. Controlled/ASG - departure mid year - compliance testing

    By TPApril, September 29, 2022
    • 3 replies
    • 544 views
    • 
    • Lou S.
    • September 30, 2022

23. Employer contribution credit - owners only

    By austin3515, August 28, 2024
    • 3 replies
    • 601 views
    • 
    • RatherBeGolfing
    • September 1, 2024

24. Disabled participant.. wants to take the $ before retirement age... Penalties waived?

    By K-t-F, January 5, 2004
    • 3 replies
    • 1.2k views
    • 
    • K-t-F
    • January 6, 2004

25. Question regarding distribution,

    By Guest termy, May 19, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 21, 2007

26. Investing In Real Estate?

    By austin3515, July 26, 2010
    • 3 replies
    • 1.9k views
    • 
    • JRN
    • July 27, 2010

27. Rehire entry

    By Guest JPIngold, November 16, 2010
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 17, 2010

28. One employer with both 401k and 403b plans

    By dmb, February 24, 2014
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • February 27, 2014

29. Participant has W2 + 1099 income; he also 'deferred' from both!

    By BG5150, April 12, 2019
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • April 15, 2019

30. Plan Takeover, Document questions

    By ejohnke, April 7, 2023
    • 3 replies
    • 804 views
    • 
    • Roycal
    • April 11, 2023

31. Excluded NHCE Owners

    By HJ100, August 28, 2024
    • 3 replies
    • 785 views
    • 
    • austin3515
    • August 29, 2024

32. Loan from Roth accounts

    By Ian, October 30, 2025
    • 3 replies
    • 681 views
    • 
    • Artie M
    • October 31, 2025

33. Gateway Otherwise Excludible and ADP

    By Guest chris4013, April 8, 2003
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 8, 2003

34. 401k Plans 50% Growth

    By Guest scarletrose, September 20, 2006
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • September 21, 2006

35. Prevailing Wage

    By Guest Tbrown, January 10, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 13, 2007

36. Plan Document Providers

    By Stevo-PDX, June 15, 2012
    • 3 replies
    • 1.3k views
    • 
    • SheilaD
    • June 15, 2012

37. Roth Rollovers

    By DTH, February 15, 2017
    • 3 replies
    • 1.2k views
    • 
    • ErisaGooroo
    • September 19, 2017

38. P/T ees excluded from plan but allowed to defer

    By doombuggy, June 1, 2017
    • 3 replies
    • 599 views
    • 
    • Belgarath
    • June 5, 2017

39. Partnership with fiscal year 4/30 sponsors a calendar year 401(k)

    By Guest AlCal, January 28, 2001
    • 3 replies
    • 2.4k views
    • 
    • M R Bernardin
    • January 30, 2001

40. Plan Aggregation

    By Guest jim williams, February 23, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 10, 2006

41. Illegal alien and testing

    By Kimberly S, September 17, 2008
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • September 17, 2008

42. Safe Harbor Match True-Up(Down)

    By 401king, June 23, 2009
    • 3 replies
    • 1.9k views
    • 
    • 401king
    • June 24, 2009

43. HCE compensation clarity request...

    By Beltane, February 21, 2013
    • 3 replies
    • 1.6k views
    • 
    • movedon
    • February 22, 2013

44. Match Reinstatement - What to do with ACP Testing???

    By heygents, June 26, 2013
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • June 27, 2013

45. Board of Resolution Language for Asset Purchase

    By Vlad401k, August 11, 2015
    • 3 replies
    • 1k views
    • 
    • austin3515
    • August 12, 2015

46. Minimum distribution from 401(k) plan

    By rblum50, August 14, 2019
    • 3 replies
    • 591 views
    • 
    • rblum50
    • August 15, 2019

47. HCE late deferral

    By nerd-party-administrator, March 9, 2020
    • 3 replies
    • 711 views
    • 
    • BG5150
    • March 11, 2020

48. One Participant Plan - Family Attribution

    By Will.I.Am, July 31, 2020
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • August 10, 2020

49. Safe harbor 3% Nonelective contribution

    By alwaysaquestion, April 25, 2024
    • 3 replies
    • 854 views
    • 
    • Kattdogg12
    • May 24, 2024

50. ASPA highlight

    By Tom Poje, November 2, 2001
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • November 6, 2001