401(k) Plans

19,337 topics in this forum

1. Which entry date do I use?

   By Guest RCAB, January 22, 2014   

   • hours
   • participation
   • (and 1 more)

     Tagged with:

     • hours
     • participation
     • eligibility
   • 2 replies
   • 1.4k views
   • 
   • ESOP Guy
   • January 23, 2014

2. ADP test, prior year, 1st year with NHCE

   By Guest crosseyedtester, December 9, 2004
   • 1 reply
   • 1.4k views
   • 
   • WDIK
   • December 9, 2004

3. I am trying to find a good example of how coverage testing works.

   By Guest hitt24, October 3, 2000
   • 1 reply
   • 1.4k views
   • 
   • Dave Baker
   • October 3, 2000

4. 401k Contributions Guidance for Two-Member LLC

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

5. top paid group election with prior year testing

   By K2retire, August 30, 2011
   • 1 reply
   • 1.4k views
   • 
   • BG5150
   • August 30, 2011

6. 401k employee contribution limit

   By Guest mulrenan, July 21, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • July 23, 1999

7. Major disaster and hardship withdrawals

   By Guest PSHowell, October 7, 2004
   • 2 replies
   • 1.4k views
   • 
   • MWeddell
   • October 8, 2004

8. When is the deadline for making matching contributions?

   By Guest W. Blake, July 13, 2005
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • July 13, 2005

9. IRS Matching 1120's and 5500's

   By austin3515, March 18, 2014
   • 5 replies
   • 1.4k views
   • 
   • austin3515
   • March 18, 2014

10. carving out class based on tenure

    By k man, May 19, 2005
    • 9 replies
    • 1.4k views
    • 
    • david rigby
    • May 20, 2005

11. Addition of 401k Safe Harbor to existing profit sharing language.

    By Guest Bucker, October 23, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • October 24, 2001

12. electronic 401(k) enrollment

    By lexi, December 5, 2006
    • 8 replies
    • 1.4k views
    • 
    • RCK
    • December 7, 2006

13. Does anyone have a sample participant notice announcing the adoption o

    By Guest Alison Putnam, October 5, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 14, 2000

14. Maximum Elective Deferral Limit in a Safe Harbor 401(k)

    By Guest PB&J, July 22, 2005
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • July 27, 2005

15. 401K early withdrawal...

    By Guest Carl C, December 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • December 28, 2002

16. Diversification Notice

    By Guest shaul, June 4, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 4, 2010

17. Form 5500 Schedule T coverage

    By Guest SJPrince, January 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 20, 2003

18. 2008 corrective Distributions

    By Guest Butterfly, January 26, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 2, 2009

19. Estimated Indexed Limits for 2000?

    By Guest, September 30, 1999
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • October 29, 1999

20. Safe Harbor Nonelective with additional Employer Profit Sharing

    By PMC, February 6, 2008
    • 0 replies
    • 1.4k views
    • 
    • PMC
    • February 6, 2008

21. Plan Eligibility Change

    By TPA, August 20, 2020
    • 17 replies
    • 1.4k views
    • 
    • TPA
    • August 21, 2020

22. Basic Plan Design

    By Gary, March 30, 2005
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • March 30, 2005

23. Service Member's Civil Relief Act of 2003 - Notice to Creditor Before 6% Interest Cap

    By Guest rocnrols2, February 2, 2004
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • February 3, 2004

24. Mergers/Acquisitions-what happens to the participants money under old

    By Guest Karen Renee, February 22, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 1999

25. Safe Harbors - Timing of Contributions

    By Guest EBraxton, August 3, 1999
    • 1 reply
    • 1.4k views
    • 
    • LCARUSI
    • August 4, 1999

26. 402(g) excess with 2 employers, but a common owner.

    By R. Butler, January 19, 2001
    • 1 reply
    • 1.4k views
    • 
    • actuarysmith
    • January 24, 2001

27. Where can we find information about the average % that employers contr

    By Guest JFBEARB, March 1, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 5, 2002

28. Owner dies - Child still HCE?

    By Guest Tbrown, November 30, 2006
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 30, 2006

29. Employer Contributions

    By Guest Becki625, July 14, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 26, 2006

30. HCE's with a plan year change

    By Guest CGBS, February 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 12, 2001

31. The end of FBO's???

    By austin3515, March 27, 2014
    • 7 replies
    • 1.4k views
    • 
    • Peter Gulia
    • March 28, 2014

32. 401(k) Safe Harbor Nonelective Contribution

    By Guest TAG, May 31, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 1, 2001

33. Top Heavy Term Plan Question

    By Hoard1, September 26, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 26, 2000

34. allocation of forfeitures

    By Guest le190, September 29, 1999
    • 1 reply
    • 1.4k views
    • 
    • Ervin Barham
    • September 30, 1999

35. Rev. Proc. 2005 - 66 - Parent Controlled Group Election

    By rocknrolls2, December 29, 2005
    • 0 replies
    • 1.4k views
    • 
    • rocknrolls2
    • December 29, 2005

36. deferral deduction from which business, partnership or corporation?

    By AJC, June 3, 2020
    • 6 replies
    • 1.4k views
    • 
    • AJC
    • June 5, 2020

37. Non Deductible Contributions to DC Plan

    By TPA Bob, December 31, 2014
    • 9 replies
    • 1.4k views
    • 
    • Belgarath
    • January 6, 2015

38. Hardship Distributions

    By Guest Newbie1, May 22, 2006
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • June 9, 2006

39. Schedule I Line 4a

    By austin3515, July 13, 2006
    • 4 replies
    • 1.4k views
    • 
    • Leopurrd
    • July 14, 2006

40. Lost Plan Amendment Documents

    By Guest Ski Fast, May 11, 2007
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 11, 2007

41. QACA Plan

    By 52626, February 25, 2022
    • 4 replies
    • 1.4k views
    • 
    • Gadgetfreak
    • February 27, 2022

42. 410(b)(6)

    By R. Butler, April 13, 2015
    • 2 replies
    • 1.4k views
    • 
    • shERPA
    • April 13, 2015

43. Beneficiary - Spousal Consent

    By khn, February 14, 2018
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 14, 2018

44. After-Tax amounts not credited

    By Kissland, May 3, 2021
    • 6 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • May 14, 2021

45. Effect of 401(k) Deferrals on E/er 15% Deduction Limit on Contribution

    By chris, June 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dan
    • June 8, 1999

46. Requesting extension for 3/15 deadlines

    By R. Butler, February 20, 2003
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • February 28, 2003

47. Existing Sep, add SoloK, Possible Controlled group

    By K-t-F, November 23, 2004
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • November 24, 2004

48. Top paid group question

    By gdlfa, August 25, 2016
    • 3 replies
    • 1.4k views
    • 
    • Jim Chad
    • August 26, 2016

49. Payroll Vendor erroneously stopped HCE 401k+catch-up at $18k

    By cheersmate, March 4, 2016   

    • 401k correction
    • safe harbor
    • (and 1 more)

      Tagged with:

      • 401k correction
      • safe harbor
      • 401k safe harbor
    • 3 replies
    • 1.4k views
    • 
    • BeginnersLuck
    • April 10, 2016

50. Partial Plan Termination

    By Hoard1, May 8, 2000
    • 0 replies
    • 1.4k views
    • 
    • Hoard1
    • May 8, 2000