401(k) Plans

19,317 topics in this forum

1. Participant count and participant definition for 401(k) plan

   By Guest steve47170, March 27, 2012
   • 14 replies
   • 17.8k views
   • 
   • GMK
   • March 27, 2012

2. Taxation of plan distribution after moving to another state

   By rblum50, December 16, 2023
   • 11 replies
   • 17.8k views
   • 
   • Belgarath
   • December 19, 2023

3. No more cross-testing, permitted disparity or top-heavy in D.C. Plans 1 2

   By KJohnson, January 31, 2003
   • 78 replies
   • 17.7k views
   • 
   • jquazza
   • February 3, 2004

4. What is a "party in interest" ?

   By Moe Howard, December 3, 2001
   • 12 replies
   • 17.2k views
   • 
   • Guest
   • December 4, 2001

5. Forfeiture Account Use

   By Guest etu22, March 9, 2004
   • 8 replies
   • 17.2k views
   • 
   • Guest
   • March 9, 2004

6. Failure to notify employee of 401K eligibility

   By Guest mission444, November 10, 2012
   • 4 replies
   • 17.2k views
   • 
   • Recartuck
   • December 14, 2016

7. Can someone explain this to me

   By Eaglepi, November 14, 2023
   • 7 replies
   • 17.1k views
   • 
   • Luke Bailey
   • November 15, 2023

8. What is the maximum length of time a 401(k) loan can be taken for the

   By Guest eanselm1, January 19, 2001
   • 13 replies
   • 17.1k views
   • 
   • imchipbrown
   • January 24, 2001

9. Waiver of Participation

   By billfgrady, April 4, 2003
   • 36 replies
   • 17.1k views
   • 
   • g8r
   • August 1, 2003

10. Hardship Request - Purchase of Principal Residence

    By Guest K.C., October 15, 2008
    • 4 replies
    • 17.1k views
    • 
    • QDROphile
    • October 15, 2008

11. Severance Pay

    By 30Rock, January 23, 2014
    • 14 replies
    • 17k views
    • 
    • 30Rock
    • January 24, 2014

12. De minimus excise tax amount for Form 5330 late deposit?

    By Santo Gold, May 30, 2007
    • 8 replies
    • 17k views
    • 
    • R. Butler
    • July 20, 2011

13. Terminate a SIMPLE - IRA mid year and Start a 401k?

    By Guest SWH, April 25, 2011
    • 4 replies
    • 17k views
    • 
    • John Feldt ERPA CPC QPA
    • April 25, 2011

14. 401(k) deferrals - double deduction or not

    By Guest 401kbee, April 12, 2007
    • 49 replies
    • 16.5k views
    • 
    • Steelerfan
    • May 1, 2007

15. S Corp Solo 401k - Can health premiums count as wages?

    By Guest notmyhand, December 2, 2014
    • 8 replies
    • 16.5k views
    • 
    • Farmergal
    • December 17, 2015

16. de minimus amounts

    By Guest mk2308, August 26, 2004
    • 17 replies
    • 16.5k views
    • 
    • FundeK
    • October 19, 2004

17. How does a single member LLC deduct 401k from payroll when there is no payroll?

    By Guest dogrescuer, February 27, 2012
    • 9 replies
    • 16.3k views
    • 
    • ETA Consulting LLC
    • March 1, 2012

18. Mistake in fact or operational error

    By Guest Ken C, September 7, 2007
    • 18 replies
    • 16.3k views
    • 
    • Guest
    • September 12, 2007

19. Need help finding Third Party Administrator for Solo 401k

    By Guest PaddyMac, July 26, 2011
    • 15 replies
    • 16.3k views
    • 
    • Bird
    • July 28, 2011

20. Allocations in Excess of 415 Limit

    By Gruegen, January 30, 2012
    • 29 replies
    • 16.2k views
    • 
    • ESOP Guy
    • April 10, 2012

21. Safe Harbor contribution and eligibility

    By Guest EPS2, January 23, 2008
    • 7 replies
    • 16.2k views
    • 
    • Tom Poje
    • January 17, 2017

22. Paying off a 401K loan

    By Guest mtbon, February 16, 2006
    • 2 replies
    • 16k views
    • 
    • 401 Chaos
    • February 16, 2006

23. 401k deductions subject to FUTA/SUTA?

    By Lori H, April 7, 2009
    • 2 replies
    • 16k views
    • 
    • Don Levit
    • April 8, 2009

24. Employer failed to withhold 401k pre and after tax contribution

    By vickystamford, September 20, 2017
    • 15 replies
    • 16k views
    • 
    • K2retire
    • September 27, 2017

25. 40(k) Loan while out on Disability

    By 52626, April 28, 2017
    • 4 replies
    • 15.8k views
    • 
    • david rigby
    • May 2, 2017

26. How to pay death benefit to a foreign beneficiary?

    By Guest Do, November 16, 2004
    • 33 replies
    • 15.8k views
    • 
    • jquazza
    • December 17, 2004

27. Failed Compensation Ratio Test

    By Guest Rachelw, February 11, 2008
    • 18 replies
    • 15.7k views
    • 
    • Guest
    • May 8, 2008

28. Employee Salary Deferral Contribution Deadline for Solo 401(k)

    By Guest marco100, December 21, 2012
    • 8 replies
    • 15.7k views
    • 
    • Bird
    • February 8, 2019

29. 401(k) deferrals on imputed income

    By Guest rlt4, August 19, 2009
    • 7 replies
    • 15.7k views
    • 
    • MARYMM
    • October 5, 2010

30. May an employer use forfeitures to reduce 401(k) contributions?

    By Peter Gulia, April 5, 2013
    • 10 replies
    • 15.6k views
    • 
    • QDROphile
    • April 19, 2013

31. Employer failed to deposit my 401k funds

    By Guest frogman, November 27, 2004
    • 16 replies
    • 15.4k views
    • 
    • mbozek
    • December 1, 2004

32. Trust Identification Number

    By Brian Gallagher, October 15, 2002
    • 13 replies
    • 15.3k views
    • 
    • pmacduff
    • October 18, 2002

33. Discretionary Matches and Safe Harbor 401(k) Plans

    By katieinny, October 21, 2002
    • 36 replies
    • 15.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 16, 2015

34. Illegal Alien Issue

    By Guest smhjr, February 21, 2013   

    • illegal alien
    • 4 replies
    • 15.2k views
    • 
    • masteff
    • February 22, 2013

35. Catch-up 60-63 clarification

    By Tom, November 19, 2024
    • 8 replies
    • 15.1k views
    • 
    • Peter Gulia
    • November 20, 2024

36. Safe Harbor Match Calculation Per Payroll Period

    By CAR, March 11, 2014
    • 9 replies
    • 15.1k views
    • 
    • masteff
    • March 12, 2014

37. Truly Discretionary Matching Contribution

    By Guest PBJ, June 11, 2007
    • 9 replies
    • 14.9k views
    • 
    • 401 Chaos
    • November 3, 2008

38. Max individual 401(k) contribution for LLC taxed as S-corp?

    By UM1234, October 17, 2013
    • 6 replies
    • 14.8k views
    • 
    • Bird
    • October 21, 2013

39. Fidelity Investments and Duplicate or "Bad" SSNs

    By Christine Roberts, April 8, 2015
    • 26 replies
    • 14.8k views
    • 
    • MoJo
    • August 14, 2017

40. timing of deferrals for self-employed and partners

    By ldr, April 4, 2019   

    • deferrals
    • partnership income
    • (and 1 more)

      Tagged with:

      • deferrals
      • partnership income
      • self employed
    • 47 replies
    • 14.7k views
    • 
    • thepensionmaven
    • September 7, 2023

41. Is this exclusion of NHCEs for ADP test legitimate? 1 2

    By Guest 410b, July 2, 2008
    • 74 replies
    • 14.7k views
    • 
    • Kimberly S
    • July 14, 2008

42. May a 401(k) plan validly exclude part-time employees?

    By Guest wwest, August 18, 1999
    • 21 replies
    • 14.7k views
    • 
    • Guest
    • November 7, 1999

43. Are Loans Taxed Twice?? 1 2

    By austin3515, April 18, 2017
    • 87 replies
    • 14.6k views
    • 
    • XTitan
    • January 16, 2019

44. Allocation of Corrective QNEC (missed deferrals)

    By 401QUE, November 15, 2012
    • 14 replies
    • 14.5k views
    • 
    • Guest
    • March 5, 2013

45. Terminating and establishing a new 401k plan

    By Guest WBrown, June 29, 1999
    • 7 replies
    • 14.4k views
    • 
    • richard
    • July 2, 1999

46. Employer match of Roth 401k

    By thepensionmaven, January 10, 2024
    • 4 replies
    • 14.3k views
    • 
    • Lou S.
    • January 12, 2024

47. Beneficiary Designation Voided by Marriage?

    By austin3515, December 3, 2009
    • 19 replies
    • 14.1k views
    • 
    • J Simmons
    • January 29, 2010

48. Hired on Jan 2, what entry date

    By BG5150, November 19, 2009
    • 26 replies
    • 14.1k views
    • 
    • jpod
    • June 29, 2017

49. 401K Margin Trading Account

    By Guest will, June 6, 2013
    • 5 replies
    • 13.9k views
    • 
    • CaptainObvious
    • January 17, 2015

50. First Contribution to 401(K) Plan

    By Guest Mike Schwing, April 11, 2008
    • 18 replies
    • 13.9k views
    • 
    • Mr Bagwell
    • October 27, 2017