401(k) Plans

19,275 topics in this forum

1. Safe Harbor Contributions & Excludable Participants

   By Guest M. Martin, March 6, 2008
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • March 27, 2008

2. As an employer making a company match on a 401(k) Plan, does the compa

   By Guest MaryP, April 4, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • April 4, 2001

3. plan design help

   By wsp, September 26, 2005
   • 7 replies
   • 1.5k views
   • 
   • jquazza
   • September 28, 2005

4. 415 limit met, ok to reduce ps contrib to hce?

   By Guest jc1457, January 7, 2008
   • 8 replies
   • 1.5k views
   • 
   • QDROphile
   • January 8, 2008

5. Operational Failure / Bottom-Up

   By fiona1, October 19, 2005
   • 0 replies
   • 1.5k views
   • 
   • fiona1
   • October 19, 2005

6. Document says hardships available from elective deferrals only; partic

   By Guest Jane Freeman, November 17, 1999
   • 1 reply
   • 1.5k views
   • 
   • Ervin Barham
   • November 18, 1999

7. Adopting Safe Harbor features to an existing 401(k) Plan

   By Guest dhoefer, February 27, 2002
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • February 28, 2002

8. Doc says OK to contrib up to 15% of comp - but what's comp? Plan year?

   By Guest mulrenan, July 22, 1999
   • 6 replies
   • 1.5k views
   • 
   • Guest
   • July 26, 1999

9. Allocating extra funds

   By TPApril, November 8, 2011
   • 4 replies
   • 1.5k views
   • 
   • ESOP Guy
   • November 8, 2011

10. RMD for a 5% owner

    By Nassau, March 29, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • March 29, 2011

11. 1099 R not issued

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

12. Prorate Comp on a Nonelective SH Contribution

    By Guest darrensoup, January 11, 2005
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 11, 2005

13. 401k rules for Temp Agencys

    By Guest BillU, January 20, 2004
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • January 20, 2004

14. HCE determination in a Puerto Rico plan

    By jaemmons, October 28, 2005
    • 0 replies
    • 1.5k views
    • 
    • jaemmons
    • October 28, 2005

15. Relying on Social Security Administration decision about disability

    By Peter Gulia, December 20, 2016   

    • claims procedure; disability
    • 8 replies
    • 1.5k views
    • 
    • hr for me
    • December 21, 2016

16. Remedial amendment period/Rev. Proc. 2000-20

    By Scuba 401, January 31, 2000
    • 0 replies
    • 1.5k views
    • 
    • Scuba 401
    • January 31, 2000

17. Safe Harbor Question

    By Guest CHRISTA, December 14, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • December 14, 2001

18. Can catch-up contributions allow Tttal annual additions greater than 100% of compensation.?

    By Richard Anderson, July 5, 2005
    • 1 reply
    • 1.5k views
    • 
    • himt4
    • July 6, 2005

19. LLC / S Corp and the new PTET tax payment

    By DDB BN, January 11, 2022
    • 8 replies
    • 1.5k views
    • 
    • BG5150
    • January 14, 2022

20. Allocation for participant who "retires" several times?

    By John A, November 11, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 11, 1999

21. Correction of forfeitures

    By Guest VAP, November 9, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 9, 2000

22. rollover of h/s distributions

    By Guest akercher, July 20, 1999
    • 3 replies
    • 1.5k views
    • 
    • MWeddell
    • July 21, 1999

23. Successor Plan

    By Guest lvegas, December 11, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 15, 2008

24. Change plan year end

    By Guest Tara Curran, July 30, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 30, 2001

25. Catch-up Order - Excess Annual Addition

    By KCA, August 8, 2016
    • 4 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • January 26, 2017

26. Distributions on terminated plans

    By Guest jetfaninmn, November 21, 2005
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • November 22, 2005

27. Reducing a Safe Harbor Nonelective mid year

    By cbendertpa23, July 24, 2015   

    • Safe Harbor
    • reduce
    • (and 3 more)

      Tagged with:

      • Safe Harbor
      • reduce
      • non-elective
      • 3%
      • mid-year
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • July 25, 2015

28. 5500 extension

    By Guest ars1, September 12, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 12, 1999

29. Timing of ADP Correction

    By bdeancpa, March 27, 2008
    • 1 reply
    • 1.5k views
    • 
    • Bill Presson
    • March 27, 2008

30. after tax deferrals:

    By Lori H, December 30, 2008
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • December 30, 2008

31. "wrong" safe harbor notice

    By PensionNewbee, January 30, 2004
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • January 30, 2004

32. top heavy satisfied by match & Non-Key HCE

    By Earl, October 1, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • October 2, 2002

33. 401k complianc

    By Guest PAUL MERLINO, July 20, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 20, 1999

34. PEO Converting to Multiple Employer Plan

    By Guest tws, April 17, 2003
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 18, 2003

35. Can a group of realtors have a 401k?

    By Guest Amy Keen, September 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • lkpittman
    • September 12, 2001

36. SECURE Retro SE 401k for 2020

    By Flyboyjohn, December 24, 2019
    • 5 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • January 2, 2020

37. SECURE 2.0, Sec. 604 Employer contributions as Roth

    By justanotheradmin, January 10, 2023
    • 12 replies
    • 1.5k views
    • 
    • justanotheradmin
    • January 12, 2023

38. NUA - Employer Securities in a BEAR Market

    By Guest Richard Plant, September 11, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 11, 2001

39. Elective Deferrals and Annual Addition Issue

    By chris, February 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 4, 2002

40. Compensation Ratio Test

    By Guest Kimberly Flett, July 18, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 18, 2002

41. Calendar Year §401(k) plans

    By Guest cjk, November 16, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 19, 2001

42. annual addition limits

    By pmacduff, February 12, 2015
    • 5 replies
    • 1.5k views
    • 
    • Lou S.
    • February 13, 2015

43. New 5500 Filing instructions?

    By Guest AdminFL, August 13, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 28, 2001

44. Real Estate Investment in Plan

    By Jilliandiz, February 9, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 9, 2007

45. 402g Refunds for 2008

    By Guest robwgriff, January 3, 2009
    • 1 reply
    • 1.5k views
    • 
    • blue
    • January 3, 2009

46. 401(k) Plans - Compensation and Limits

    By Guest T Cahoon, February 23, 2000
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • February 24, 2000

47. Liquidating employer after plan termination but prior to distribution

    By KJohnson, July 22, 1999
    • 0 replies
    • 1.5k views
    • 
    • KJohnson
    • July 22, 1999

48. PPA 2006 - In-service withdrawals at 62

    By PMC, October 2, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • October 2, 2006

49. self employment income & 401(k)

    By eilano, September 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • September 14, 2006

50. VCP

    By Guest cconnell, July 16, 2007
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • July 17, 2007