401(k) Plans

19,275 topics in this forum

1. safe harbor, new plan, eligible but not yet entered?

   By Guest francegirl, September 29, 2011
   • 9 replies
   • 1.4k views
   • 
   • austin3515
   • September 30, 2011

2. Nonelective Safe Harbor and Discretionary PS Contributions

   By Christine Roberts, March 1, 2002
   • 2 replies
   • 1.4k views
   • 
   • Christine Roberts
   • March 1, 2002

3. Top heavy minimum given to a plan with safe harbor match

   By blue, April 4, 2005
   • 3 replies
   • 1.4k views
   • 
   • austin3515
   • April 5, 2005

4. mid year safe harbor k plan?

   By AndyH, December 20, 2005
   • 2 replies
   • 1.4k views
   • 
   • AndyH
   • December 20, 2005

5. Missed deferrals/match on bonus

   By Guest Sue2, August 30, 2002
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • August 30, 2002

6. K1 Processing

   By Guest JimJ, October 13, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 13, 2000

7. Employer stock as matching contribution

   By Guest Melissa Winslow, October 4, 1999
   • 1 reply
   • 1.4k views
   • 
   • Jon Chambers
   • October 7, 1999

8. changing funds

   By Guest alex, January 22, 2000
   • 6 replies
   • 1.4k views
   • 
   • GBurns
   • February 2, 2000

9. Controlled group

   By Mark Miller, January 25, 2021
   • 6 replies
   • 1.4k views
   • 
   • CuseFan
   • January 26, 2021

10. using 3% for missed deferral opportunity in a Safe Harbor Plan

    By Jim Chad, November 9, 2017
    • 3 replies
    • 1.4k views
    • 
    • Mr Bagwell
    • November 9, 2017

11. Accountant's Opinion

    By Guest HRGuyinSF, March 8, 2007
    • 1 reply
    • 1.4k views
    • 
    • austin3515
    • March 8, 2007

12. Surgical Ctrs exempted from ASG definition?

    By MSN, February 11, 2008
    • 5 replies
    • 1.4k views
    • 
    • Jim Norman
    • February 15, 2008

13. Safe harbor 401(k)

    By Guest jae3207, July 10, 2006
    • 4 replies
    • 1.4k views
    • 
    • Bill Presson
    • July 11, 2006

14. The end of the Fiduciary Rule??

    By austin3515, May 2, 2018
    • 24 replies
    • 1.4k views
    • 
    • austin3515
    • May 10, 2018

15. Excess Safe Harbor Match

    By Guest W Waldan Lloyd, December 29, 2009
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • December 29, 2009

16. Missed Deferral Opportunity using forfeiture account

    By JKW, October 30, 2013
    • 1 reply
    • 1.4k views
    • 
    • chc93
    • October 30, 2013

17. Available Amount for New Loan 2 Existing Loans

    By Guest ROB VIDOVICH, June 3, 2003
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • June 3, 2003

18. Sole Prop. with one employee

    By FJR, March 7, 2002
    • 3 replies
    • 1.4k views
    • 
    • FJR
    • March 8, 2002

19. Terminating Plan / No deposit of receivable

    By BFree, April 9, 2002
    • 3 replies
    • 1.4k views
    • 
    • pjkoehler
    • April 10, 2002

20. Can Rev. Rul. 2000-27 be applied retroactively, for example to a sale

    By Scott, October 31, 2000
    • 0 replies
    • 1.4k views
    • 
    • Scott
    • October 31, 2000

21. Schedule D Requirements

    By Guest MCarey1, May 1, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 1, 2002

22. Employee insures spouse for life ins., divorce,then spouse dies six da

    By Guest Maggie7, January 14, 2000
    • 3 replies
    • 1.4k views
    • 
    • GBurns
    • January 15, 2000

23. ERs lifting company stock restrictions?

    By Guest dmj1998, March 26, 2002
    • 1 reply
    • 1.4k views
    • 
    • k man
    • October 22, 2003

24. Safe harbor deadlines

    By Guest Ephesian431, October 6, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 6, 1999

25. Age weighted formula & TH

    By Guest algeis, June 9, 2011
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • June 10, 2011

26. Mistaken matching contribution

    By eilano, December 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Erik Read
    • December 19, 2001

27. Evergreen Deferral Election for Sched C / K-1

    By austin3515, December 21, 2012
    • 6 replies
    • 1.4k views
    • 
    • 12AX7
    • December 21, 2012

28. Increased Deduction Limits

    By FJR, July 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • July 10, 2001

29. Safe Harbor Match & NEC to A group of NHCE, 3% SH NEC & A group of HCE Excluded, Cross -Test & TH exemption

    By AdKu, August 10, 2016   

    • Safe Harbor Match
    • NEC to A group of NHCE
    • (and 1 more)

      Tagged with:

      • Safe Harbor Match
      • NEC to A group of NHCE
      • Cross -Test & TH exemption
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 11, 2016

30. Testing "Most" Otherwise Excludibles Separately

    By austin3515, February 3, 2015
    • 17 replies
    • 1.4k views
    • 
    • MrKnowItLittle
    • February 5, 2015

31. top heavy and family aggregation

    By Guest erisalady, October 9, 2012
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 9, 2012

32. Reclassifying Deferrals to Pass ACP Test

    By Guest KMP, January 11, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 11, 2005

33. Terminated service provider

    By Guest RBeck, August 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • August 3, 2001

34. 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
    • 1.4k views
    • 
    • AdKu
    • May 18, 2018

35. automatic deferrals and QACA

    By Scuba 401, September 21, 2010
    • 4 replies
    • 1.4k views
    • 
    • Scuba 401
    • September 22, 2010

36. $14,000 deferral limit

    By eilano, September 15, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 16, 2005

37. Roth 5-Year Period for Rehires

    By DTH, October 17, 2007
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 23, 2007

38. Catch-Up Contributions

    By Guest mingblue, July 23, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 23, 2008

39. employee/plan merger juggernaut

    By Guest basilb, January 6, 2006
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • January 9, 2006

40. Plan Loans

    By Guest Frank Jackson, May 23, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 2000

41. Controlled Groups

    By Guest Erin W, March 23, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • March 28, 2011

42. Deductible Limit for 401(k) Plan

    By Guest Michael Spaid, November 19, 1999
    • 1 reply
    • 1.4k views
    • 
    • lkpittman
    • November 19, 1999

43. Plan amendments after end of year

    By Guest Gordy, January 14, 2004
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 16, 2004

44. Self Employed made deferrals /w no earnings

    By RobN, January 24, 2007
    • 4 replies
    • 1.4k views
    • 
    • Jim Chad
    • January 26, 2007

45. Related Rollovers

    By Guest clh, April 1, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 2003

46. Forfeiture Vested Funds due to embezzlement

    By Leslie Kalec, August 17, 2021
    • 7 replies
    • 1.4k views
    • 
    • MoJo
    • August 19, 2021

47. Any good article on multiple testing failures?

    By John A, December 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • John A
    • December 30, 1999

48. GUST Remedial Amendment Period / Testing Methods

    By Guest Chains, December 13, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 13, 2000

49. LTPT Eligibility for Off-Calendar Year Plans

    By LANDO, October 27, 2023   

    • eligibility
    • ltpt
    • 6 replies
    • 1.4k views
    • 
    • LANDO
    • October 30, 2023

50. Where can I find lists of recent (1999 and 2000) legislation, IRS Rev.

    By John A, September 7, 2000
    • 2 replies
    • 1.4k views
    • 
    • John A
    • September 8, 2000