401(k) Plans

19,321 topics in this forum

1. Controlled Group Question

   By Guest chris4013, May 19, 2005
   • 3 replies
   • 1.1k views
   • 
   • R. Butler
   • May 19, 2005

2. My tax bracket

   By Guest Wedge1, May 5, 2007
   • 3 replies
   • 1.5k views
   • 
   • wsp
   • May 7, 2007

3. Missed sending Disclosure

   By shadowgun1102, May 15, 2019
   • 3 replies
   • 923 views
   • 
   • Bird
   • May 17, 2019

4. Definition of 414(s) comp in a 401(k) plan with different eligibility requirements

   By KBPen, March 3, 2023
   • 3 replies
   • 544 views
   • 
   • hr for me
   • March 6, 2023

5. Fixed Match limit

   By ejohnke, November 27, 2024
   • 3 replies
   • 573 views
   • 
   • Gina Alsdorf
   • November 29, 2024

6. Contribution error

   By BellaBee41, October 3, 2025
   • 3 replies
   • 482 views
   • 
   • BellaBee41
   • October 13, 2025

7. 404(a)(4) nondiscrimination testing

   By Guest amm19, January 27, 2003
   • 3 replies
   • 3.4k views
   • 
   • Mike Preston
   • January 28, 2003

8. Matching contributions

   By Guest jim williams, April 17, 2003
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • April 18, 2003

9. Excess Contribution question

   By fiona1, October 3, 2006
   • 3 replies
   • 1.4k views
   • 
   • BG5150
   • October 4, 2006

10. HCE Determination

    By Guest Grumpy456, March 14, 2007
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 15, 2007

11. Employee contributions treated as Employer Contribs

    By Guest CJA, July 9, 2008
    • 3 replies
    • 1.5k views
    • 
    • buckaroo
    • July 9, 2008

12. Switch from safe harbor matching plan to safe harbor 3%

    By Guest rdemyan, December 24, 2009
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 29, 2009

13. ER Disc. Match for Owners were not made (in error) requirements?

    By Guest JP-39, July 28, 2011
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • August 3, 2011

14. Partner in the testing?

    By Earl, July 13, 2019
    • 3 replies
    • 1.1k views
    • 
    • Earl
    • July 16, 2019

15. Is there any safe harbor.....

    By mphs77, February 14, 2020
    • 3 replies
    • 969 views
    • 
    • CuseFan
    • February 14, 2020

16. Compensation For An S-Corp

    By metsfan026, April 5, 2022
    • 3 replies
    • 1.8k views
    • 
    • Dare Johnson
    • April 5, 2022

17. adding wife of owner

    By Pixie, October 2, 2024
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • October 3, 2024

18. Schedule MEP, and Working Owner

    By justanotheradmin, November 28, 2024
    • 3 replies
    • 691 views
    • 
    • Bob the Swimmer
    • December 7, 2024

19. Trends in reducing 401K match during these difficult economic times

    By Guest RalphHensley, December 26, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • January 2, 2002

20. Should the employer set up separate accounts for safe harbor contributions?

    By katieinny, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • March 23, 2004

21. Plan document matter

    By Gary, December 3, 2010
    • 3 replies
    • 1.3k views
    • 
    • DMcGovern
    • December 7, 2010

22. Top Heavy

    By Lou S., March 3, 2011
    • 3 replies
    • 3k views
    • 
    • Belgarath
    • March 4, 2011

23. Safe Harbor Contribution

    By retbenser, October 21, 2013
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • October 22, 2013

24. annuity in target-date fund?

    By Peter Gulia, November 25, 2014   

    • investment alternative
    • 3 replies
    • 961 views
    • 
    • GMK
    • November 26, 2014

25. Eligibility Computation Period for Re-Hired Employees

    By Vlad401k, May 15, 2019
    • 3 replies
    • 3k views
    • 
    • Doc Ument
    • May 17, 2019

26. USING PRIOR YEAR ADP TESTING METHOD WHEN THIS IS ACTUALLY 2ND YEAR OF

    By Guest pdall, March 1, 1999
    • 3 replies
    • 2k views
    • 
    • Dan
    • March 2, 1999

27. de minimus excise tax

    By Guest Rosemary Raymer, April 23, 2002
    • 3 replies
    • 1.8k views
    • 
    • Steve72
    • April 23, 2002

28. Exceed 415 and 404 Limits

    By Below Ground, March 20, 2009
    • 3 replies
    • 3.6k views
    • 
    • Below Ground
    • March 23, 2009

29. Roth 401k

    By Zoey, October 27, 2009
    • 3 replies
    • 1k views
    • 
    • Zoey
    • October 28, 2009

30. Prohibited Transactions

    By justatester, July 12, 2010
    • 3 replies
    • 2.8k views
    • 
    • austin3515
    • July 13, 2010

31. Rental Income

    By Guest John P., April 12, 2012
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • April 12, 2012

32. Control group Determination

    By mlp0816, May 8, 2014   

    • Common ownership
    • 3 replies
    • 1.1k views
    • 
    • mlp0816
    • May 9, 2014

33. Compensation used to Determine Top Paid Group

    By MarZDoates, August 20, 2014
    • 3 replies
    • 1.2k views
    • 
    • MWeddell
    • August 21, 2014

34. Plan administrative service provider transition

    By Guest Peggy Andrews, October 7, 1998
    • 3 replies
    • 4.4k views
    • 
    • Guest
    • October 8, 1998

35. In-Law Attribution

    By EBECatty, August 29, 2022
    • 3 replies
    • 610 views
    • 
    • EBECatty
    • August 31, 2022

36. Change of employment to foreign plan sponsor

    By John A, July 11, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 12, 2001

37. Corporate Trustees

    By Guest JEP, October 23, 2001
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • October 24, 2001

38. Partical plan termination, small plans

    By Stevo-PDX, January 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 28, 2003

39. Puerto Rico 401(k) Plans

    By Guest okz, April 1, 2003
    • 3 replies
    • 3.5k views
    • 
    • E as in ERISA
    • April 2, 2003

40. anti-cutback implications

    By Guest medinael, March 5, 2004
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • March 5, 2004

41. Distributions - Plan Termination

    By Guest h_nowicki, June 16, 2005
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • June 16, 2005

42. PPA 2006 - Diversification of Employer Securities

    By Guest grazetti, October 4, 2006
    • 3 replies
    • 1.5k views
    • 
    • FormsRstillmylife
    • October 5, 2006

43. Short Plan Year Audit Reports

    By Guest lhorne, October 31, 2006
    • 3 replies
    • 4.3k views
    • 
    • Guest
    • November 2, 2006

44. Signing Form 5500 - just curious!

    By Brenda Wren, August 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 9, 2007

45. question on prefunding 401(k)

    By AKconsult, June 23, 2011
    • 3 replies
    • 5k views
    • 
    • K2retire
    • June 23, 2011

46. Discretionary deposits in 401K to make up for missed match

    By PGWilliams, December 19, 2019
    • 3 replies
    • 845 views
    • 
    • Lou S.
    • December 19, 2019

47. Sole prop deferrals plus catch-up exceeds limits

    By Belgarath, April 5, 2021
    • 3 replies
    • 605 views
    • 
    • Belgarath
    • April 6, 2021

48. Solo 401(k)

    By Dobber, August 30, 2022
    • 3 replies
    • 807 views
    • 
    • Dobber
    • August 30, 2022

49. New 401k for employees coming off Administaff

    By Guest Mark Porter, August 4, 1999
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • August 5, 1999

50. Charge for "extra" recordkeeping services

    By Guest FREE401k, May 14, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 15, 2002