401(k) Plans

19,321 topics in this forum

1. 401(k)

   By cpc0506, October 22, 2009
   • 9 replies
   • 1.5k views
   • 
   • Tom Poje
   • October 28, 2009

2. Safe Harbor- Top Heavy

   By Guest Gordy, February 16, 2002
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • February 18, 2002

3. First year of company and HCE determination

   By Guest smhjr, November 22, 2004
   • 1 reply
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • November 22, 2004

4. Accrued to Date testing

   By John Feldt ERPA CPC QPA, August 23, 2012
   • 2 replies
   • 1.5k views
   • 
   • Kevin C
   • August 31, 2012

5. Resigning from case

   By k man, April 17, 2008
   • 4 replies
   • 1.5k views
   • 
   • J Simmons
   • April 17, 2008

6. Is a SIMPLE IRA plan a "successor plan" under the 401(k) rul

   By Guest SCUDDESLER, August 7, 2000
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • August 7, 2000

7. 404 limit for Money Purchase and 401(k) safe harbor plans.

   By Richard Anderson, September 25, 2000
   • 1 reply
   • 1.5k views
   • 
   • R. Butler
   • September 26, 2000

8. 401(k) contribution for terminating ee

   By Gary, December 1, 1998
   • 1 reply
   • 1.5k views
   • 
   • LCARUSI
   • December 1, 1998

9. Vacation Pay as DC Contribution

   By Guest blackacre, April 29, 2003
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • May 1, 2003

10. Too late for 2009 profit sharing?

    By austin3515, January 18, 2011
    • 11 replies
    • 1.5k views
    • 
    • rcline46
    • January 19, 2011

11. Excess Contribution

    By Guest Rutager, September 19, 2008
    • 4 replies
    • 1.5k views
    • 
    • fiona1
    • September 19, 2008

12. What costs are deductible in filing VFCP?

    By Jim Chad, April 2, 2009
    • 0 replies
    • 1.5k views
    • 
    • Jim Chad
    • April 2, 2009

13. QSLOB Testing with Multiple Plans

    By LarryDavid, July 18, 2023
    • 2 replies
    • 1.5k views
    • 
    • LarryDavid
    • July 19, 2023

14. Timing of an amendment to change to current year testing after the exp

    By KJohnson, February 23, 2001
    • 0 replies
    • 1.5k views
    • 
    • KJohnson
    • February 23, 2001

15. 403(b) rollover to a 401(k) ... OK?

    By Guest Moe Howard2, August 23, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 23, 2004

16. Fiscal year 401K for LLC

    By Guest TOM HANCOCK, October 28, 2004
    • 4 replies
    • 1.5k views
    • 
    • R. Butler
    • October 28, 2004

17. Defaulted loans and tax basis

    By FAPInJax, May 31, 2002
    • 0 replies
    • 1.5k views
    • 
    • FAPInJax
    • May 31, 2002

18. Real World, Real Problem, Real Ugly

    By imchipbrown, March 12, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 14, 2000

19. Coverage Testing

    By Guest Tad77, September 15, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 15, 2006

20. Excluded Employees & Top-Heavy Contribution / Minimum Gateway

    By 415 Limit, November 23, 2015
    • 2 replies
    • 1.5k views
    • 
    • 415 Limit
    • November 23, 2015

21. ACP & MULTIPLE USE CORRECTION

    By Guest PWBAer, December 11, 1998
    • 3 replies
    • 1.5k views
    • 
    • MWeddell
    • December 14, 1998

22. Single Participant 401(k) Documents

    By WDIK, August 23, 2005
    • 2 replies
    • 1.5k views
    • 
    • Alf
    • August 23, 2005

23. ACP test - safe harbor 401k plan

    By jaemmons, July 27, 2005
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • July 28, 2005

24. Exclusions of Employees from Plan

    By Hoard1, September 28, 1999
    • 4 replies
    • 1.5k views
    • 
    • IRC401
    • October 3, 1999

25. Participants in Multiple TDFs

    By khn, April 24, 2015
    • 4 replies
    • 1.5k views
    • 
    • khn
    • April 28, 2015

26. Rationale as to why loans are not permitted to owner-employees

    By Guest Martha A. Hayner, April 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • April 2, 2001

27. Help with unsolicited distribution

    By Guest wetdog, November 14, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 14, 2005

28. Warning: High Explosives! redux. Another article/study appears.

    By Guest tschenk, September 14, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 14, 2000

29. 50% Owner only employee with deferrals.

    By Guest Donna Henderson, December 27, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 2000

30. 401(k) Safe Harbor Document Language

    By Guest jvanheyde, September 16, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 17, 2003

31. penalty tax for failed adp test

    By Tom Poje, September 14, 2005
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • September 14, 2005

32. matching contribution

    By Scuba 401, September 14, 2011
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 19, 2011

33. Sahe Harbor 401(k) and Top Heavy

    By buckaroo, October 25, 2004
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • October 25, 2004

34. In Service Non-Hardship withdrawals

    By mlp0816, February 15, 2007
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • February 16, 2007

35. PS Forfeitures - Annual Limits

    By AndyT, March 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • BTH
    • March 1, 2000

36. Safe Habor Notice

    By Hoard1, November 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • thepensionmaven
    • December 5, 1999

37. Definition of "Related Educational Fees" for purposes of 401(k) hardship distribution

    By Guest BL333, July 15, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 15, 2009

38. Is it or isn't it...?

    By Ervin Barham, May 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • May 8, 2001

39. Small Plan Audit Requirements

    By Blinky the 3-eyed Fish, May 20, 2002
    • 1 reply
    • 1.5k views
    • 
    • KateSmithPA
    • May 21, 2002

40. Vesting current participants

    By Guest SAG, September 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • September 21, 1999

41. 1999 5500 Forms

    By Guest jfgc, January 29, 2000
    • 4 replies
    • 1.5k views
    • 
    • BeckyMiller
    • January 31, 2000

42. Amended Tax Return

    By Guest J Samuelson, June 18, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 18, 1999

43. June 30 plan year end

    By John Feldt ERPA CPC QPA, June 29, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 3, 2009

44. PS allocation before year end

    By Santo Gold, September 24, 2009
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 24, 2009

45. Hardship verification

    By Guest jhilliard, August 15, 2003
    • 1 reply
    • 1.5k views
    • 
    • Theresa Lynn
    • August 15, 2003

46. 410 coverage of two plans together--two different plan years

    By Brian Gallagher, April 27, 2004
    • 6 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • April 28, 2004

47. 401k and Roth401k

    By Guest viterh, February 16, 2007
    • 6 replies
    • 1.5k views
    • 
    • RCK
    • February 17, 2007

48. 415 limits and Collective Bargaining

    By Guest Rutager, April 9, 2007
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • April 11, 2007

49. 401(k) deferral of n-q deferred comp payments

    By Guest jppcpa, December 30, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 30, 2000

50. 3% Safe Harbor Non-Elective + Fixed Match

    By Guest 4:15 Limit, December 4, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 4, 2009