401(k) Plans

19,321 topics in this forum

1. Deductibility of Contribution Made in Error

   By Dennis Povloski, January 18, 2018
   • 3 replies
   • 1.6k views
   • 
   • Luke Bailey
   • January 20, 2018

2. Deferrals in a short plan year

   By Pammie57, June 19, 2018
   • 3 replies
   • 1.4k views
   • 
   • ETA Consulting LLC
   • June 20, 2018

3. Converting 401(k) into 403(b)

   By Stash026, February 5, 2021
   • 3 replies
   • 968 views
   • 
   • david rigby
   • February 5, 2021

4. Self-Employed Salary deduction

   By Guest Gary Tencer, September 10, 1998
   • 3 replies
   • 5k views
   • 
   • Guest
   • September 11, 1998

5. Assets Held for Investment requested by Participant

   By cheersmate, December 29, 2022
   • 3 replies
   • 969 views
   • 
   • cheersmate
   • January 3, 2023

6. Safe Harbor Match

   By Gilmore, December 16, 2002
   • 3 replies
   • 1.7k views
   • 
   • Gilmore
   • December 17, 2002

7. ADP testing when owners hire their minor sons part time and eligibility for deferral is immediate with no age or service requirements

   By Guest DIGMYDOG, December 18, 2003
   • 3 replies
   • 1.3k views
   • 
   • Mike Preston
   • December 18, 2003

8. Top Heavy contribution not made for 2001

   By Guest nlmc18, April 6, 2004
   • 3 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • April 6, 2004

9. simple IRAs and 401(K) Plans

   By Guest mad, July 9, 2004
   • 3 replies
   • 1k views
   • 
   • Appleby
   • July 9, 2004

10. Canadian Citizen

    By Guest moltengater, August 8, 2006
    • 3 replies
    • 2.1k views
    • 
    • A Shot in the Dark
    • August 8, 2006

11. Mid-Year Change to Safe Harbor Plan

    By PMC, January 22, 2010
    • 3 replies
    • 4k views
    • 
    • Kevin C
    • February 4, 2010

12. Elapsed Time Eligiblity

    By austin3515, June 9, 2022
    • 3 replies
    • 992 views
    • 
    • austin3515
    • June 12, 2022

13. Top Heavy / "Early" Participation in 401(k) Feature

    By Guest EMC, February 25, 2000
    • 3 replies
    • 1.8k views
    • 
    • IRC401
    • March 1, 2000

14. Control Group Question

    By Guest Don J. Smith, April 6, 2001
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • April 6, 2001

15. Can SH allocation formula be changed?

    By K-t-F, March 19, 2004
    • 3 replies
    • 1.1k views
    • 
    • K-t-F
    • March 19, 2004

16. Missed 401k Deduction for New Enrollee

    By Guest jefe96, September 1, 2005
    • 3 replies
    • 2k views
    • 
    • WDIK
    • September 2, 2005

17. Deadline for swithcing to current year testing

    By JButtrick, May 30, 2006
    • 3 replies
    • 1.5k views
    • 
    • Nate X
    • June 6, 2006

18. Amending Plan to Eliminate Match from Pre 59 1/2 withdrawals

    By rocknrolls2, May 6, 2009
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • May 6, 2009

19. Hardship question

    By PFranckowiak, June 5, 2009
    • 3 replies
    • 1.8k views
    • 
    • masteff
    • June 5, 2009

20. Weird Matching Contribution Allocation Formula Issue

    By Guest Willy, December 21, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 9, 2010

21. EE in plan out of country

    By Becky Schwing, December 13, 2019
    • 3 replies
    • 560 views
    • 
    • Larry Starr
    • December 13, 2019

22. Prevailing Wage and ACP Test

    By Catch22PGM, June 26, 2020   

    • david bacon; sca; service contract act
    • safe harbor match
    • (and 1 more)

      Tagged with:

      • david bacon; sca; service contract act
      • safe harbor match
      • acp test
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • June 30, 2020

23. Professional Firm - can dissolved Partner leave account

    By TPApril, October 20, 2020
    • 3 replies
    • 433 views
    • 
    • Lou S.
    • October 21, 2020

24. Converting two Solo 401k plans into one when you have an LLC and are self employed 

    By ill, May 12, 2023
    • 3 replies
    • 2.5k views
    • 
    • truphao
    • May 13, 2023

25. SH Match... Top Heavy

    By Basically, January 30, 2024
    • 3 replies
    • 672 views
    • 
    • Basically
    • February 1, 2024

26. Change in business structure, what to do with 401k?

    By Guest LTurner, May 10, 2002
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2002

27. Catch-up Contributions

    By Guest carsonv, September 8, 2003
    • 3 replies
    • 1.2k views
    • 
    • WDIK
    • September 8, 2003

28. rollover from SARSEP to 401k plan

    By Guest sritts, October 21, 2003
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • October 21, 2003

29. Elective Deferral Compensation

    By DTH, December 18, 2003
    • 3 replies
    • 1.4k views
    • 
    • MWeddell
    • December 19, 2003

30. Plan money has been escheated?

    By jkharvey, January 8, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 9, 2008

31. Signing Bonus / Section 415 Compensation

    By Gruegen, July 7, 2008
    • 3 replies
    • 4.5k views
    • 
    • Guest
    • July 9, 2008

32. Locating Lost participants

    By alexa, May 6, 2009
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • May 6, 2009

33. Failure under 410(b) Nondiscrimination Testing

    By holdco, September 27, 2012
    • 3 replies
    • 2.1k views
    • 
    • holdco
    • September 28, 2012

34. foreign employees 401(k) participation?

    By TMcfall, August 3, 2021
    • 3 replies
    • 1.2k views
    • 
    • Jakyasar
    • August 3, 2021

35. Controlled Group and Top Heavy

    By AmyETPA, October 28, 2022
    • 3 replies
    • 793 views
    • 
    • AmyETPA
    • November 1, 2022

36. 401k Contributions Guidance for Two-Member LLC

    By ill, September 23, 2023
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 26, 2023

37. Employee Who Sponsors Their Own Plan

    By Connor, February 4, 2025
    • 3 replies
    • 779 views
    • 
    • Connor
    • February 4, 2025

38. Existing P/S with Coda and Match Provision. Plan Fails ADP/ACP Refund

    By Guest ROB VIDOVICH, January 11, 2002
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 11, 2002

39. Peo

    By Guest Lex, October 2, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 15, 2002

40. Employees that are eligible to participate in both 401K and 457 plans

    By Guest greg9876, February 14, 2005
    • 3 replies
    • 1.8k views
    • 
    • QDROphile
    • February 17, 2005

41. Written deferral election required

    By Belgarath, February 19, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 19, 2010

42. NY Mandated Retirement Plan

    By metsfan026, March 31, 2022
    • 3 replies
    • 767 views
    • 
    • CuseFan
    • March 31, 2022

43. rollover of h/s distributions

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

44. Can Solo 401k's have an automatic enrollment feature?

    By dragondon, December 30, 2022
    • 3 replies
    • 828 views
    • 
    • G8Rs
    • January 4, 2023

45. Union Employees and Top Heavy Plans

    By Guest Steve McD, February 15, 2002
    • 3 replies
    • 2.1k views
    • 
    • KJohnson
    • February 15, 2002

46. SPD Distribution

    By Guest benefitsanalyst, August 24, 2004
    • 3 replies
    • 1.8k views
    • 
    • alanm
    • August 30, 2004

47. Participants did not receive Safe Harbor

    By Guest JohnSB, October 30, 2007
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 8, 2007

48. Document Provisions.

    By Guest Kevin1, February 3, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 5, 2009

49. Minimum service requirement

    By 7806akp, December 15, 2011
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • December 15, 2011

50. Taking a poll

    By Belgarath, March 12, 2015
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2015