401(k) Plans

19,321 topics in this forum

1. QNEC for HCEs

   By Übernerd, March 17, 2005
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • March 19, 2005

2. Advantage to limit deferrals to high % of comp?

   By mattmc82, December 29, 2014
   • 7 replies
   • 1.5k views
   • 
   • Peter Gulia
   • January 1, 2015

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

   By Jim Chad, November 9, 2017
   • 3 replies
   • 1.5k views
   • 
   • Mr Bagwell
   • November 9, 2017

4. Mistaken matching contribution

   By eilano, December 18, 2001
   • 1 reply
   • 1.5k views
   • 
   • Erik Read
   • December 19, 2001

5. Minimum Age Requirements

   By Guest caddieadmin, March 11, 2007
   • 1 reply
   • 1.5k views
   • 
   • Mike Preston
   • March 11, 2007

6. Using Different Comp numbers for Deferral and Match

   By MWeddell, February 25, 2000
   • 2 replies
   • 1.5k views
   • 
   • Alf
   • February 25, 2000

7. What happens to forfeitures from (hanging, orphan, related, "attr

   By John A, December 27, 2000
   • 0 replies
   • 1.5k views
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   • John A
   • December 27, 2000

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

   By Guest francegirl, September 29, 2011
   • 9 replies
   • 1.5k views
   • 
   • austin3515
   • September 30, 2011

9. Rollover or transfer from UK money purchase scheme

   By Guest JWBrown, March 16, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • March 16, 2000

10. Forfeiture of employer contributions because of 415 failure -- must ea

    By Wessex, December 30, 1999
    • 0 replies
    • 1.5k views
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    • Wessex
    • December 30, 1999

11. DFVC question

    By goldtpa, March 16, 2005
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • March 17, 2005

12. Letter to employer with 404a notices

    By Jim Chad, July 26, 2012
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • July 30, 2012

13. Compensation and 1099 Dividends

    By Lori H, March 6, 2009
    • 4 replies
    • 1.5k views
    • 
    • TPA Bob
    • March 7, 2009

14. Roth 5-Year Period for Rehires

    By DTH, October 17, 2007
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 23, 2007

15. Safe harbor deadlines

    By Guest Ephesian431, October 6, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 6, 1999

16. Form 5310

    By ERISA25, December 11, 2012
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • December 13, 2012

17. May Employer Reimburse Fees Back To Participants?

    By Guest ralar, November 11, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 19, 1999

18. match forfeitures

    By Guest mk2308, March 9, 2005
    • 4 replies
    • 1.5k views
    • 
    • MWeddell
    • June 20, 2005

19. Prior Year testing - no match contributed in prior year

    By cpc0506, August 23, 2018
    • 5 replies
    • 1.5k views
    • 
    • Brenda Wren
    • September 6, 2018

20. Missed Deferral Opportunity using forfeiture account

    By JKW, October 30, 2013
    • 1 reply
    • 1.5k views
    • 
    • chc93
    • October 30, 2013

21. mid year safe harbor k plan?

    By AndyH, December 20, 2005
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • December 20, 2005

22. Automatic step-up of deferral rates

    By AlbanyConsultant, March 14, 2005
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • March 14, 2005

23. Excluding Commissioned Employee

    By Guest BuffaloT, July 16, 2007
    • 2 replies
    • 1.5k views
    • 
    • Leopurrd
    • July 16, 2007

24. Missed deferrals/match on bonus

    By Guest Sue2, August 30, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 30, 2002

25. Terminating Plan / No deposit of receivable

    By BFree, April 9, 2002
    • 3 replies
    • 1.5k views
    • 
    • pjkoehler
    • April 10, 2002

26. Schedule D Requirements

    By Guest MCarey1, May 1, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 1, 2002

27. Profit Sharing Retirement Plan Distribution

    By Guest denali52, June 26, 2003
    • 3 replies
    • 1.5k views
    • 
    • BFree
    • June 26, 2003

28. K1 Processing

    By Guest JimJ, October 13, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 13, 2000

29. Union Sponsored 401k

    By Guest MS TPA, October 21, 2010
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • October 22, 2010

30. Accountant's Opinion

    By Guest HRGuyinSF, March 8, 2007
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • March 8, 2007

31. Coverage- DC/DB

    By Guest Napili, January 4, 2003
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • January 9, 2003

32. Return of automatic deferrals

    By Guest Sieve, August 3, 2009
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • August 3, 2009

33. Controlled Groups

    By Guest Erin W, March 23, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • March 28, 2011

34. Peo

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

35. Short plan year, what hours to prorate?

    By BG5150, August 28, 2020
    • 7 replies
    • 1.5k views
    • 
    • Belgarath
    • September 1, 2020

36. Quick Controlled Group Question

    By metsfan026, January 27, 2022
    • 10 replies
    • 1.5k views
    • 
    • Jakyasar
    • January 29, 2022

37. Increased Deduction Limits

    By FJR, July 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • stephen
    • July 10, 2001

38. Participant Moves from one Location to Another

    By Coleboy1, August 29, 2022
    • 11 replies
    • 1.5k views
    • 
    • Luke Bailey
    • August 31, 2022

39. Integrated w/SS Part II

    By ratherbereading, May 12, 2020
    • 5 replies
    • 1.5k views
    • 
    • ratherbereading
    • May 13, 2020

40. Testing Prevailing Wage and PS together

    By justanotheradmin, October 15, 2018
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • October 17, 2018

41. top heavy and family aggregation

    By Guest erisalady, October 9, 2012
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 9, 2012

42. Available Amount for New Loan 2 Existing Loans

    By Guest ROB VIDOVICH, June 3, 2003
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • June 3, 2003

43. Terminated service provider

    By Guest RBeck, August 3, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • August 3, 2001

44. Early distribution from qualified employer plan to fund first time hom

    By Guest Vic Olson, April 6, 1999
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • April 7, 1999

45. switching from a 401 (k) to a defined benefit plan.

    By Guest miltzall, July 12, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 12, 2000

46. Sole Prop. with one employee

    By FJR, March 7, 2002
    • 3 replies
    • 1.5k views
    • 
    • FJR
    • March 8, 2002

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

    By Guest Maggie7, January 14, 2000
    • 3 replies
    • 1.5k views
    • 
    • GBurns
    • January 15, 2000

48. 401(k) Plan for parternships with PCs

    By nancy, June 4, 1999
    • 0 replies
    • 1.5k views
    • 
    • nancy
    • June 4, 1999

49. Money Purchase Plan Term mid year

    By Guest NeophiteTPA, March 24, 2006
    • 1 reply
    • 1.5k views
    • 
    • Ron Snyder
    • March 30, 2006

50. IRS Audit

    By justatester, February 24, 2012
    • 7 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2012