401(k) Plans

19,275 topics in this forum

1. Roth 401(k) Fees

   By Archimage, February 13, 2006
   • 4 replies
   • 1.5k views
   • 
   • Archimage
   • February 13, 2006

2. 1099-MISC

   By doombuggy, March 8, 2004
   • 4 replies
   • 1.5k views
   • 
   • Mary Kay Foss
   • March 13, 2004

3. Roth Simple 401(k)

   By Gary Lesser, May 20, 2011
   • 3 replies
   • 1.5k views
   • 
   • masteff
   • May 21, 2011

4. 401(k) Plans

   By Guest DUKE C, January 17, 2002
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • January 18, 2002

5. Timing for testing?

   By Guest, August 9, 2000
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • August 9, 2000

6. CARES Act loan repayments/deemed distribution

   By Ian, July 30, 2020
   • 8 replies
   • 1.5k views
   • 
   • Ian
   • July 31, 2020

7. 401(k) Safe Harbor Conversion

   By Jilliandiz, January 30, 2006
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • January 30, 2006

8. Partner Catch-Up Contribs by Check Instead of Payroll/Draw Reductions

   By Guest num1, January 21, 2003
   • 1 reply
   • 1.5k views
   • 
   • mbozek
   • January 22, 2003

9. Separate Accounting by source

   By Jim Chad, June 29, 2006
   • 4 replies
   • 1.5k views
   • 
   • E as in ERISA
   • June 30, 2006

10. Year of Service

    By Guest GRIMY, January 7, 2003
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • January 7, 2003

11. Missed Deferral Opportunity

    By Gilmore, December 14, 2019
    • 4 replies
    • 1.5k views
    • 
    • Bri
    • January 23, 2023

12. safe harbor plan compensation definition

    By AKconsult, July 5, 2007
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • July 5, 2007

13. Failed ADP Test

    By Guest Theresa Irvin, April 21, 2011
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 25, 2011

14. Broker/Consultant/RIA Fees

    By Guest jhilliard, October 11, 2004
    • 2 replies
    • 1.5k views
    • 
    • alanm
    • October 14, 2004

15. Partner deducts 401(a) PLUS 401(k)?

    By rcline46, April 15, 2008
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • April 15, 2008

16. Coverage testing

    By Guest yogibala_008, June 21, 2005
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • June 21, 2005

17. Signature dates for amendments

    By Guest AdminFL, June 26, 2002
    • 4 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 26, 2002

18. Changing Single Employer Plan to Multiple Employer Plan

    By Guest JackM, October 8, 2005
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • October 10, 2005

19. 401k rollover of retiree

    By Guest FGordon, December 8, 1998
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • December 9, 1998

20. Real Estate Investing.... ugh

    By Basically, October 27, 2021
    • 9 replies
    • 1.5k views
    • 
    • Bill Presson
    • November 3, 2021

21. Illegal alien and testing

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

22. Mortgage Loan Originator's Compensation

    By jala, August 18, 2011
    • 3 replies
    • 1.5k views
    • 
    • jala
    • August 19, 2011

23. Top Heavy Determination and Distributions

    By Guest tcunagin, December 31, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 31, 2002

24. Union to Non-Union Promotion - Distributable Event

    By Guest kdddk14, February 10, 2010
    • 1 reply
    • 1.5k views
    • 
    • Jean
    • February 10, 2010

25. the dreaded tiny one-day delinquent contribution

    By TPApril, July 15, 2021
    • 15 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • July 23, 2021

26. DB or DC plan choice for participants

    By Guest Nautical, July 2, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • July 14, 2004

27. Participant Notice For Self-Directed 401(k) Plans

    By mming, August 7, 2018
    • 7 replies
    • 1.5k views
    • 
    • Bird
    • August 8, 2018

28. Safe Harbor PlanTwo-Year Wait?

    By ljr, November 10, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 10, 2003

29. Compensation Less Deferrals in ADP/ACP testing

    By Tinman, February 28, 2011
    • 4 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 1, 2011

30. Year End Deposit of Deferrals

    By Guest JanetGS, December 10, 2013
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 2013

31. How to record Plan Net Credits on Form 5500SF

    By pam@bbm, April 6, 2021
    • 6 replies
    • 1.5k views
    • 
    • Peter Gulia
    • April 7, 2021

32. Money Purchase funding for short year

    By Guest Diana Hill, October 4, 2001
    • 3 replies
    • 1.5k views
    • 
    • KJohnson
    • October 5, 2001

33. 401k Loan Rollover

    By 2muchstress, April 3, 2003
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • April 4, 2003

34. Eliminating Optional Forms of Benefit for a Money Purchase Plan

    By Guest arasalin, December 14, 2007
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • December 17, 2007

35. Who should create the 1099?

    By fiona1, March 6, 2009
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • March 6, 2009

36. Hardship Withdrawals

    By Guest Sara H, May 3, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 4, 1999

37. Amending the definition of Comp for current Plan Year

    By Benefits Vet, July 28, 2020
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • July 30, 2020

38. Asset update

    By FJR, August 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • August 9, 2001

39. Timing of elective deferral contributions.

    By katieinny, March 7, 2003
    • 5 replies
    • 1.5k views
    • 
    • E as in ERISA
    • March 7, 2003

40. Is this employee a participant?

    By Fred Payne, February 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • February 13, 2002

41. EXCLUDING EMPLOYEES FROM PARTICIPATION AND/OR EMPLOYER CONTRIBUTIONS - PLEASE HELP!

    By Guest bariww, May 11, 2011
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • May 11, 2011

42. "Returning" a 401(k) Contribution

    By Guest SPollock, November 4, 1999
    • 1 reply
    • 1.5k views
    • 
    • Wessex
    • November 4, 1999

43. 401(k) funding deadline for partners/self-employed?

    By Guest squid23, March 28, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 28, 2006

44. Participant Count for form 5500

    By EBDI, July 11, 2013
    • 8 replies
    • 1.5k views
    • 
    • BG5150
    • July 11, 2013

45. SAS70 Question

    By bzorc, November 7, 2003
    • 2 replies
    • 1.5k views
    • 
    • bzorc
    • November 10, 2003

46. Vesting issue

    By Guest Nini, December 19, 2006
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 19, 2006

47. ADP/ACP testing and NQ Deferred Comp Plans

    By Guest Laura A Anderson, June 18, 2002
    • 4 replies
    • 1.5k views
    • 
    • E as in ERISA
    • June 20, 2002

48. Settlor Fee or not

    By cpc0506, August 30, 2013
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • August 30, 2013

49. Affiliated Service Groups

    By Dawn Hafner, May 23, 2001
    • 0 replies
    • 1.5k views
    • 
    • Dawn Hafner
    • May 23, 2001

50. Non-discrimination (401(a)(4))

    By EBDI, February 16, 2016
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 16, 2016