401(k) Plans

19,337 topics in this forum

1. Each in own group / No Allocation Conditions

   By austin3515, February 1, 2023
   • 12 replies
   • 1.5k views
   • 
   • austin3515
   • February 2, 2023

2. union and safe harbor design

   By JanetM, September 24, 2002
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • September 25, 2002

3. Earned Income & Forfeitures

   By austin3515, March 23, 2006
   • 2 replies
   • 1.5k views
   • 
   • Bird
   • March 24, 2006

4. Paying TPA Fees from Plan Assets

   By Pensions2020, December 4, 2020
   • 3 replies
   • 1.5k views
   • 
   • C. B. Zeller
   • December 4, 2020

5. Minority Law partner and Self Employed consultant

   By RayJJohnsonJr, April 7, 2010
   • 8 replies
   • 1.5k views
   • 
   • Jim Chad
   • April 13, 2010

6. 401(k) Inservice Taxes

   By Guest Dan Kutzke, December 9, 2005
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • December 12, 2005

7. 401(k) Plans - Compensation and Limits

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

8. 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

9. Liquidating employer after plan termination but prior to distribution

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

10. NUA - Employer Securities in a BEAR Market

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

11. Elective Deferrals and Annual Addition Issue

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

12. ACP Safe Harbor Match Mid-Year Amendment

    By JRN, May 29, 2014   

    • ACP Safe Harbor Amendment
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • June 6, 2014

13. Terminating Safe Harbor 401(k) Plan

    By Guest notapensiongeek, October 16, 2008
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2008

14. Real Estate Investment in Plan

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

15. fixed match with no allocation conditions

    By K2retire, December 9, 2015
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 15, 2015

16. Quarterly Eligiblity

    By Dazednconfused, November 23, 2009
    • 6 replies
    • 1.5k views
    • 
    • WDIK
    • November 24, 2009

17. VFCP on Late deferral contribution - prohibited transaction exemption 2002-51 (not more than 180 days) and $20 de-minimus

    By AdKu, May 18, 2018   

    • vfcp on late deferral contribution - prohibited transaction exemption 2002-51 (not more than 180 days) and $20 de-minimus
    • 2 replies
    • 1.5k views
    • 
    • AdKu
    • May 18, 2018

18. Let's say you lose 90% of the value of your 401k investment in the yea

    By Guest Billy, December 19, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • December 19, 2000

19. Chapter 13 bankruptcy. Can an employee still contribute to the plan as well as make loan payments?

    By Guest Cookiemonster, September 25, 2003
    • 3 replies
    • 1.5k views
    • 
    • Harwood
    • September 26, 2003

20. Safe Harbor Plan and calculation of match

    By 30Rock, January 2, 2013
    • 2 replies
    • 1.5k views
    • 
    • 30Rock
    • January 15, 2013

21. Maxing at $40,000

    By Guest TAG, October 25, 2002
    • 4 replies
    • 1.5k views
    • 
    • kocak
    • October 31, 2002

22. Investment Insurance

    By Guest charlesperry, December 28, 2011
    • 5 replies
    • 1.5k views
    • 
    • GBurns
    • December 28, 2011

23. 415 defined contribution dollar limit for spouses

    By billfgrady, November 30, 2005
    • 2 replies
    • 1.5k views
    • 
    • billfgrady
    • November 30, 2005

24. Must top-heavy minimums be provided to P's who have entered 401k; but

    By Guest Dash02, April 9, 2002
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 10, 2002

25. ADP Test Correction

    By imchipbrown, January 22, 2004
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 23, 2004

26. Private Search Fees deducted from participant account?

    By Dennis Povloski, July 12, 2011
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • July 13, 2011

27. What counts towards making the 3% min TopHeavy contrib

    By Guest SJPrince, June 29, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • June 30, 2001

28. Schedule Q to Form 5300

    By Guest hank, October 16, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 16, 2001

29. How do you process deductions when there is a 401(k) and a cafeteria p

    By Guest Lesley Sifers, February 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 23, 2001

30. Plan sponsor failed to offer plan and report information on several th

    By Guest MES, February 8, 2001
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • February 8, 2001

31. ADP Refund After $$ rolled out of plan

    By ratherbereading, May 20, 2019   

    • hce adp refund
    • 1 reply
    • 1.5k views
    • 
    • C. B. Zeller
    • May 20, 2019

32. New auto enroll set up

    By pmacduff, March 24, 2015
    • 3 replies
    • 1.5k views
    • 
    • K2retire
    • March 25, 2015

33. Safe Harbor mid-year amendment

    By RLR, July 20, 2015
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • July 28, 2015

34. Ineligible Ptp makes 401(k) conts and taxation

    By buckaroo, February 16, 2005
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • February 18, 2005

35. Distributions on terminated plans

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

36. Safe Harbor Contribution

    By Guest mich823, December 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 6, 2001

37. How to treat handle W-2 Box 12a code DD amounts - IRC 3401(a) Comp

    By AdKu, February 6, 2017   

    • w-2 box 12a code dd
    • w-2 box 5
    • (and 1 more)

      Tagged with:

      • w-2 box 12a code dd
      • w-2 box 5
      • irc 3401(a)
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • February 7, 2017

38. 401(k) Election Form 404(c) Compliance

    By Guest fatcatsplat, October 8, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 8, 2009

39. Maximizing HCEs while Minimizing NHCEs

    By Guest NewB, June 24, 2009
    • 1 reply
    • 1.5k views
    • 
    • K2retire
    • June 25, 2009

40. 410(b) test for match contributions

    By Santo Gold, January 12, 2007
    • 2 replies
    • 1.5k views
    • 
    • BG5150
    • January 19, 2007

41. Plan Level Default Investment

    By Guest raleightpa, November 28, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bill Presson
    • November 28, 2007

42. Correction of forfeitures

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

43. 401(k) Maintained by LLC

    By chris, September 5, 2001
    • 0 replies
    • 1.5k views
    • 
    • chris
    • September 5, 2001

44. HCE Notification Letters

    By PainPA, April 18, 2010
    • 1 reply
    • 1.5k views
    • 
    • cpc0506
    • April 19, 2010

45. Employer Current Trends

    By Guest Candy Donegan, October 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • October 29, 2003

46. Participation Requirements Under 410(a)(1)(A)

    By Guest KHanvey, February 9, 2011
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 10, 2011

47. Plan Expenses

    By Guest Ralph, July 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • July 16, 2001

48. HCE Limits - 205,000 versus 12,300

    By Guest LisaI, November 9, 2004
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • November 9, 2004

49. Terminating plan

    By Guest AngelQ, January 13, 2000
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 13, 2000

50. Early Retirement Feature and anti-cut back

    By cpc0506, October 24, 2014
    • 3 replies
    • 1.5k views
    • 
    • Lou S.
    • October 24, 2014