401(k) Plans

19,276 topics in this forum

1. Sale of Substantially All the Assets Used in a Trade or Business - Def

   By Guest Gibson, December 21, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • December 21, 2000

2. Safe Harbor Notice

   By Guest medinael, November 28, 2007
   • 1 reply
   • 1.4k views
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   • Tom Poje
   • November 29, 2007

3. restatement for off plan year who is terminating

   By Guest terid, June 19, 2002
   • 3 replies
   • 1.4k views
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   • Alf
   • July 3, 2002

4. QACA safe harbor with delayed match eligibility

   By MWeddell, December 18, 2009
   • 0 replies
   • 1.4k views
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   • MWeddell
   • December 18, 2009

5. Prototypes

   By Guest pjb, July 9, 2003
   • 6 replies
   • 1.4k views
   • 
   • Guest
   • July 10, 2003

6. Earned Income Calculation

   By Fred Payne, December 1, 2001
   • 0 replies
   • 1.4k views
   • 
   • Fred Payne
   • December 1, 2001

7. Eligibility for Owner

   By Pammie57, October 4, 2016
   • 7 replies
   • 1.4k views
   • 
   • Bird
   • October 12, 2016

8. Match Question - LLC Taxed as Partnership Owned by 3 S-Corps.

   By Malcolm, December 28, 2020   

   • matching contributions
   • match
   • (and 8 more)

     Tagged with:

     • matching contributions
     • match
     • funding & deductibility
     • funding
     • llc
     • partnership
     • s-corp
     • s-corporation
     • s-corp retirement plan
     • 401k
   • 3 replies
   • 1.4k views
   • 
   • FORMER ESQ.
   • December 29, 2020

9. basis adjusment for loan repayment to Roth 401(k)?

   By Guest riss@7477, February 26, 2010
   • 1 reply
   • 1.4k views
   • 
   • Bird
   • February 26, 2010

10. Employer Contributions

    By Guest genfre, August 1, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • August 1, 2001

11. Multiple Employer Plan / 415 Limits

    By austin3515, February 6, 2017
    • 4 replies
    • 1.4k views
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    • KJohnson
    • February 7, 2017

12. Baptist Church & 401(k) Plan

    By Guest Ted Kowalchuk, CFP, CFS,, January 8, 2007
    • 2 replies
    • 1.4k views
    • 
    • Fisher
    • January 9, 2007

13. LLP Deposit Deadline

    By Rob P, September 15, 2009
    • 2 replies
    • 1.4k views
    • 
    • Rob P
    • September 15, 2009

14. 401(k)

    By Guest ACE, July 21, 2003
    • 4 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 24, 2003

15. 401k transfer to IRA Account while still with company.

    By Guest pingilipkr, September 30, 2004
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 6, 2004

16. Control Group Question

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

17. Minimum Hardship Amount

    By Guest Julie, April 28, 2004
    • 2 replies
    • 1.4k views
    • 
    • RTK
    • April 28, 2004

18. Net Unrealized Appreciation and Terminating Plan

    By Guest AEA, July 14, 2005
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • July 14, 2005

19. Crediting of Prior Service under New 401(k) Plan

    By rocknrolls2, April 10, 2007
    • 1 reply
    • 1.4k views
    • 
    • PLAN MAN
    • April 10, 2007

20. Asset Acquisition / Leased Service / Subsequent Hire

    By Guest Chaffee, September 21, 2004
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • September 23, 2004

21. Question about employer stock?

    By Guest lawdawg, July 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • July 19, 2001

22. resident alien eligible to sponsor US retirement plan?

    By k man, May 5, 2005
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • May 12, 2005

23. required rates of return

    By Guest Jeanie, September 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • September 24, 2002

24. Collateralized Security in 401k

    By goldtpa, April 21, 2015
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • April 21, 2015

25. SEP's and ERISA?

    By austin3515, December 21, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • December 21, 2010

26. New 401k Regs

    By Brian Gallagher, July 24, 2003
    • 7 replies
    • 1.4k views
    • 
    • mbozek
    • July 25, 2003

27. Any restrictions on business owner obtaining loans from his or her bus

    By Guest msearle, November 6, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 1999

28. One man plan investing in collectibles

    By jkharvey, September 26, 2014
    • 6 replies
    • 1.4k views
    • 
    • Bird
    • September 29, 2014

29. Roth Catch-Up Contribution

    By khn, July 19, 2023
    • 9 replies
    • 1.4k views
    • 
    • bito'money
    • July 21, 2023

30. Mandatory Withholding

    By Guest MCarey1, April 27, 2004
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • April 27, 2004

31. Any amendments needed for plan termination besides GUST?

    By Guest Tom Collins, August 10, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 24, 1999

32. Withholding Hardship Dist.

    By Hoard1, August 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • August 25, 1999

33. Failed ADP Test Really Passes

    By goldtpa, May 9, 2007
    • 2 replies
    • 1.4k views
    • 
    • goldtpa
    • May 9, 2007

34. Does a disclaimer revive a beneficiary designation

    By EMB, June 30, 2022
    • 7 replies
    • 1.4k views
    • 
    • EMB
    • July 6, 2022

35. Elective Deferrals under Sec. 408(k)(6) in a 401(k) Plan

    By AdKu, October 20, 2016   

    • Elective Deferrals under Sec.
    • 0 replies
    • 1.4k views
    • 
    • AdKu
    • October 20, 2016

36. 401(k) safe harbor plan language

    By jkharvey, January 10, 2000
    • 2 replies
    • 1.4k views
    • 
    • M R Bernardin
    • January 11, 2000

37. Catch-up Contributions; payroll vendor caps the participant at the 402(g) limit first and then in the NEXT payroll cycle will begin catch-up contributions

    By DTH, December 10, 2003
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • December 19, 2003

38. Out of the PEO

    By Guest Mike Schwing, November 20, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 22, 2002

39. When do you need to make minimum distributions in a Profit Sharing Pla

    By Guest Michael Anderson, October 15, 2002
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • October 16, 2002

40. 2001 5500 - Distributions of loan balances with separation from servic

    By Guest Consult401k, April 11, 2002
    • 4 replies
    • 1.4k views
    • 
    • JohnCheek
    • April 13, 2002

41. Distributed more than vested balance......

    By K-t-F, January 9, 2004
    • 8 replies
    • 1.4k views
    • 
    • K-t-F
    • January 12, 2004

42. How to correct deposit of after tax dollars as deferrals?

    By Guest SSCARO, February 4, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 4, 2001

43. Deferrals Not Calculated Correctly

    By Guest DCquestioner, February 23, 2009
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 2009

44. Employer giving too much ER Match & correction?

    By EBP Guy, September 20, 2023
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • September 20, 2023

45. Recrediting previous forfeited amounts.

    By Guest BAM, November 22, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 22, 1999

46. ADP Refund After $$ rolled out of plan

    By ratherbereading, May 20, 2019   

    • hce adp refund
    • 1 reply
    • 1.4k views
    • 
    • C. B. Zeller
    • May 20, 2019

47. 2000 contributions

    By Guest ars, December 11, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 15, 1999

48. New Hardship Rules -proof of hardship

    By ratherbereading, June 17, 2021
    • 6 replies
    • 1.4k views
    • 
    • Peter Gulia
    • June 24, 2021

49. 404(c) compliance

    By Guest le190, September 9, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 9, 1999

50. Timing of safe-harbor 401(k) amendment? Effect of distributing safe-h

    By John A, January 5, 2001
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • January 5, 2001