401(k) Plans

19,321 topics in this forum

1. Are there mutual fund families that will give participant level money

   By Guest Philip Simpkins, May 31, 2002
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • May 31, 2002

2. FMLA accrual question

   By k man, January 25, 2010
   • 2 replies
   • 1.5k views
   • 
   • GMK
   • January 26, 2010

3. Small business service providers

   By Guest MAC, February 21, 1999
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • February 27, 1999

4. Eliminating Safe Harbor Match

   By R. Butler, December 28, 2009
   • 2 replies
   • 1.5k views
   • 
   • Tom Poje
   • December 28, 2009

5. Eligibility

   By Guest Sara H, December 4, 2001
   • 2 replies
   • 1.5k views
   • 
   • MWeddell
   • December 4, 2001

6. Treatment of Match Relating to Refunded Excess Annual Additions

   By Guest lforesz, March 1, 2001
   • 1 reply
   • 1.5k views
   • 
   • MWeddell
   • March 1, 2001

7. Is Federal Tax withholding required on RMD?

   By Tom, October 10, 2024
   • 3 replies
   • 1.5k views
   • 
   • Lou S.
   • October 10, 2024

8. 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

9. Forfeitures used to reduce ER contrib

   By Guest LAAllen, April 14, 2001
   • 1 reply
   • 1.5k views
   • 
   • wmyer
   • April 14, 2001

10. New Hardship Rules -proof of hardship

    By ratherbereading, June 17, 2021
    • 6 replies
    • 1.5k views
    • 
    • Peter Gulia
    • June 24, 2021

11. 401(k) and SIMPLE IRA

    By Guest Tara Curran, August 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • August 27, 2001

12. not finding it in black & white: S-Corp K-1 isn't comp

    By AlbanyConsultant, February 25, 2014
    • 6 replies
    • 1.5k views
    • 
    • Calavera
    • February 26, 2014

13. distributions

    By Guest LBH, May 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • May 19, 1999

14. Company employee turnover rates

    By Guest LSULLIVAN, February 2, 2006
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • February 2, 2006

15. ERISA Outline Book

    By austin3515, February 27, 2015
    • 2 replies
    • 1.5k views
    • 
    • akern
    • February 27, 2015

16. 401(K)- Need guideliness for inclusion of agency temps in company plan

    By Guest JWAGNER, June 20, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 20, 2000

17. Merger of DCP

    By J2D2, January 12, 2002
    • 0 replies
    • 1.5k views
    • 
    • J2D2
    • January 12, 2002

18. RMD for a 5% owner

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

19. Near-orphan plan--filing ongoing 5500s

    By Guest Richard Tennenbaum, July 17, 2006
    • 4 replies
    • 1.5k views
    • 
    • rcline46
    • July 25, 2006

20. ADP testing and Otherwise Excludable EEs

    By Guest DVW, March 13, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 14, 2006

21. How to Correct for Ineligible Employee Participant

    By Guest ralar, June 2, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 2, 2003

22. HCE determination in a Puerto Rico plan

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

23. Changing Safe Harbor Match Mid year

    By PMC, February 1, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 2, 2007

24. Timing of ADP Correction

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

25. Beneficiary Designation Forms

    By CLE401kGuy, December 14, 2012
    • 7 replies
    • 1.5k views
    • 
    • masteff
    • December 17, 2012

26. Suggestions for a GREAT 401(k)company? Administration and fund select

    By Guest Jennifer M., April 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • April 25, 2001

27. Rollovers and Distributions

    By Guest Kimberly Hlavacek, April 26, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • April 26, 2001

28. Vesting & Service Crediting Change from all years of service to effective date of paln

    By AdKu, September 21, 2016   

    • New Plan Service Crediting
    • all year of svc to eff date
    • (and 1 more)

      Tagged with:

      • New Plan Service Crediting
      • all year of svc to eff date
      • vesting
    • 3 replies
    • 1.5k views
    • 
    • AdKu
    • September 23, 2016

29. Timing of employer contribution

    By Guest CHRISTA, March 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • March 15, 2001

30. Late contribution of deferrals

    By Alan Simpson, February 29, 2000
    • 0 replies
    • 1.5k views
    • 
    • Alan Simpson
    • February 29, 2000

31. IRS Audit

    By Soundbc1, December 19, 2015
    • 6 replies
    • 1.5k views
    • 
    • Bill Presson
    • December 21, 2015

32. Blackout Notice - Failure to Provide to Some Participants

    By LRC, April 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • LRC
    • April 23, 2013

33. egtra catch up on 401(k) beg in 2002

    By Guest dlm, June 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • June 19, 2001

34. transfering $ from 401 plan to charitable organization

    By Guest AHollister, October 24, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 24, 2001

35. Can a match exceed 100%?

    By Guest jaatirs, February 5, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 5, 2004

36. Safe Harbor Match Deposits by Payroll Date?

    By KateSmithPA, March 11, 2005
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • March 11, 2005

37. Why omit HCEs from 3% safe harbor contribution?

    By Guest rickw, March 14, 2006
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • March 14, 2006

38. Changing "Sole Prop." to "LLC/S-Corp" with new EIN # in the same Solo 401k?

    By annapolitan, April 7, 2024   

    • solo401k
    • llc
    • (and 2 more)

      Tagged with:

      • solo401k
      • llc
      • s-corp
      • 5500ez
    • 3 replies
    • 1.5k views
    • 
    • annapolitan
    • April 8, 2024

39. 401(k) safe harbor

    By Guest JBeck, September 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 15, 1999

40. Safe Harbor Contributions & Excludable Participants

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

41. Safe Harbor and Short Plan Years

    By Guest JF, July 11, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 13, 1999

42. 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

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

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

44. Catch-up Order - Excess Annual Addition

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

45. HIre Date

    By Guest psk, August 12, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 14, 1999

46. 401k loan for self-employed person

    By Guest donmartin, February 5, 2009
    • 4 replies
    • 1.5k views
    • 
    • K2retire
    • February 7, 2009

47. 403b closing 401k startup same employer

    By Sixers, June 30, 2018   

    • 403b
    • termination
    • (and 1 more)

      Tagged with:

      • 403b
      • termination
      • rollover
    • 1 reply
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • July 2, 2018

48. Blackout Notice - One Former Employee Missed

    By Flyfish71, May 30, 2023
    • 5 replies
    • 1.5k views
    • 
    • Peter Gulia
    • May 31, 2023

49. 3rd Party Sick Pay

    By Guest kcousin, September 13, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 2007

50. 401(k) Testing Question

    By mschwechter, February 21, 2005
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • February 23, 2005