401(k) Plans

19,321 topics in this forum

1. Money Purchase funding for short year

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

2. what is the maximum percentage a participant can deduct in a 401(k) pl

   By Guest Tara Curran, August 30, 2000
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • August 30, 2000

3. Co-mingling before-tax money with after-tax money in a conduit IRA.

   By Guest T Cahoon, March 18, 2000
   • 3 replies
   • 1.5k views
   • 
   • IRC401
   • March 22, 2000

4. Top Heavy - 2 plans different plan year end

   By Guest terric, March 14, 2006
   • 2 replies
   • 1.5k views
   • 
   • Tom Poje
   • March 17, 2006

5. Loans - Safe Harbor Reasons

   By PainPA, July 20, 2009
   • 4 replies
   • 1.5k views
   • 
   • BG5150
   • July 20, 2009

6. Definition of Compensation

   By MarZDoates, September 20, 2002
   • 2 replies
   • 1.5k views
   • 
   • jaemmons
   • September 20, 2002

7. Was I wrong?

   By goldtpa, June 3, 2004
   • 3 replies
   • 1.5k views
   • 
   • goldtpa
   • June 3, 2004

8. Elapsed Time For Salaried and Counting Hours for Hourly?

   By austin3515, November 10, 2010
   • 1 reply
   • 1.5k views
   • 
   • austin3515
   • November 10, 2010

9. 401(k) Safe Harbor Conversion

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

10. 401K shalter?

    By Guest pinocchio, December 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • GBurns
    • December 19, 2001

11. Is this employee a participant?

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

12. Participant Count for form 5500

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

13. Existing P/S Plan With CODA adopting Safe Harbor Provisions

    By Guest ROB VIDOVICH, January 10, 2002
    • 1 reply
    • 1.5k views
    • 
    • John A
    • January 10, 2002

14. Can plan provide the employer discretion as to timing of distribution?

    By EGB, August 17, 2001
    • 2 replies
    • 1.5k views
    • 
    • Medusa
    • August 17, 2001

15. Installment Payments

    By DTH, January 28, 2014
    • 0 replies
    • 1.5k views
    • 
    • DTH
    • January 28, 2014

16. Affiliated Service Groups

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

17. Deferral election change applied to wrong participant. How to correct?

    By Guest oxdougw, September 30, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 4, 2005

18. Signature dates for amendments

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

19. "Individual" 401(k)

    By Guest wjr, September 19, 2002
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • September 20, 2002

20. Timing of Safe Harbor Contribution & Tax Deduction

    By Guest MS TPA, December 13, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 13, 2010

21. Compensation for Unrelated Multiple Employers

    By Guest Thornton, April 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 23, 1999

22. Who should create the 1099?

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

23. Hardship Withdrawals

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

24. 401(k) Catch-up Contributions?

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

25. QSOB Employer-Wide Testing Requirement ("Gateway" test)?

    By patriciab, November 3, 2021
    • 4 replies
    • 1.5k views
    • 
    • BG5150
    • November 3, 2021

26. Lesops

    By fidu, February 11, 2002
    • 0 replies
    • 1.5k views
    • 
    • fidu
    • February 11, 2002

27. 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

28. Contributions in excess of those in the safe harbor notice that was di

    By Richard Anderson, February 3, 2001
    • 0 replies
    • 1.5k views
    • 
    • Richard Anderson
    • February 3, 2001

29. 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

30. Simple 401(k) and 401(k) Plans

    By Jilliandiz, February 18, 2004
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • February 18, 2004

31. OK to add a year end employment requirement?

    By Guest Phil L., August 25, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 25, 2000

32. Plans of Cntrolled Groups of Corporations

    By Hoard1, March 11, 1999
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • March 12, 1999

33. Lost Beneficiary

    By Guest ccl, January 14, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 15, 2009

34. ADP/ACP Testing on wage definition different than plan operates?

    By MD-Benefits Guy, June 5, 2012
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 6, 2012

35. 2005 401(k) Plan in 2006

    By Guest jetfaninmn, January 24, 2006
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • January 25, 2006

36. employer contribution

    By Guest gillie, June 24, 2005
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • June 27, 2005

37. Down to the Wire on 402(g) Correction!

    By rocknrolls2, April 13, 2006
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • April 14, 2006

38. Mandatory contribution to 401(k)

    By Guest ToddBonham, December 4, 2009
    • 1 reply
    • 1.5k views
    • 
    • Lou S.
    • December 4, 2009

39. Employer never withheld deferrals but deposited the $$ anyhow

    By Guest esi-jht, July 24, 2006
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • July 25, 2006

40. Roth 401(k) & State Taxation

    By Guest Brian0925, November 9, 2006
    • 2 replies
    • 1.5k views
    • 
    • RCK
    • November 9, 2006

41. APRSC

    By Guest JB2, December 10, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 11, 1998

42. Sole Proprietor, HCEs and Attribution

    By imchipbrown, August 15, 2013
    • 4 replies
    • 1.5k views
    • 
    • imchipbrown
    • August 15, 2013

43. Adding New Investment Options; Eliminating others

    By Guest Kennedy, September 20, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 13, 1999

44. An employer gave a safe-harbor notice in August 1999 with a 10/01/99 s

    By Guest, October 18, 1999
    • 7 replies
    • 1.5k views
    • 
    • KJohnson
    • October 20, 1999

45. 401(k) funding deadline for partners/self-employed?

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

46. Top Heavy test For a Terminating Plan

    By ratherbereading, June 15, 2017   

    • top heavy; plan termination
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 15, 2017

47. Service based allocation

    By Guest Moira, August 4, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 7, 2006

48. Top Heavy Testing - Do you include accrued 401(k) deferrals?

    By Guest dyoder, February 10, 2005
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 10, 2005

49. use of the "maybe" notice still permitted

    By Earl, July 9, 2004
    • 9 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 12, 2004

50. 20% WH on Loans

    By Guest PCI, August 31, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 1, 1999