401(k) Plans

19,334 topics in this forum

1. 401k Plan Design

   By Guest Tracy C, July 31, 2001
   • 1 reply
   • 1.4k views
   • 
   • Jon Chambers
   • July 31, 2001

2. Audit Requirements

   By Jilliandiz, June 6, 2006
   • 3 replies
   • 1.4k views
   • 
   • Nate X
   • June 6, 2006

3. tiered match

   By Guest greggi39, June 17, 2005
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • June 17, 2005

4. Top Heavy and Safe Harbor match question

   By Lori H, September 11, 2013
   • 4 replies
   • 1.4k views
   • 
   • Kevin C
   • September 13, 2013

5. 401k safe harbor -- owner is the only participant

   By Guest Factster, August 3, 2001
   • 3 replies
   • 1.4k views
   • 
   • wmyer
   • August 3, 2001

6. prohibited transaction?

   By Guest lc, October 31, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 31, 2001

7. Top Heavy

   By Guest Sagamore, September 23, 1999
   • 1 reply
   • 1.4k views
   • 
   • Ervin Barham
   • September 23, 1999

8. Rollover before eligible

   By msmith, December 21, 2018
   • 3 replies
   • 1.4k views
   • 
   • Luke Bailey
   • December 27, 2018

9. Compensation Election

   By mlp0816, September 20, 2005
   • 1 reply
   • 1.4k views
   • 
   • Bird
   • September 20, 2005

10. Is this 401(k) match discriminatory?

    By Guest jc1457, August 27, 2007
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • August 27, 2007

11. Partnership fee deductions

    By PJaeger, August 30, 2001
    • 0 replies
    • 1.4k views
    • 
    • PJaeger
    • August 30, 2001

12. Otherwise excludable--2-year wait

    By Guest jaatirs, December 15, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 15, 2003

13. Hours of Service - Use of Different Equivalencies Within Single Plan

    By Guest Lane, November 5, 2012
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • November 5, 2012

14. Employer ability to change discretionary match

    By Guest Bob Miller, February 16, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 16, 2000

15. Need Help with 401 (b) Calc

    By Guest GG, January 29, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 29, 1999

16. Terminated Plan & NTIP

    By Guest kjk, December 17, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2002

17. IRA assets into 401k

    By Guest LTurner, May 28, 2003
    • 3 replies
    • 1.4k views
    • 
    • k man
    • June 2, 2003

18. Maximum contribution at15K

    By JohnLong, December 30, 2019
    • 8 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • January 2, 2020

19. match formula based on compensation bandwidths

    By WCC, November 7, 2019
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • November 17, 2019

20. Refund of excess contributions.

    By Guest, April 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • April 6, 2000

21. EACA to QACA

    By PMC, November 5, 2008
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • November 6, 2008

22. 1099-r question

    By Guest Theresa, January 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • Fredman
    • January 15, 2000

23. 401k In Plan Roth Conversion Limitations

    By MGOAdmin, October 31, 2024   

    • roth conversion
    • 3 replies
    • 1.4k views
    • 
    • Bill Presson
    • November 1, 2024

24. Company stock in a 401(k) plan

    By Guest Julie, September 7, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 10, 2000

25. Hedge Fund Regulations

    By fidu, May 2, 2002
    • 2 replies
    • 1.4k views
    • 
    • fidu
    • May 8, 2002

26. 415 failure - EPCRS

    By fiona1, February 22, 2011
    • 0 replies
    • 1.4k views
    • 
    • fiona1
    • February 22, 2011

27. Investment Fees

    By Guest NAdministrator, June 8, 2000
    • 2 replies
    • 1.4k views
    • 
    • Jon Chambers
    • June 8, 2000

28. ADP testing using W-2

    By Guest Hartnett123, January 13, 2004
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • January 13, 2004

29. Goodbye SEP, hello 401k

    By Guest R. Daestrom, June 12, 2003
    • 1 reply
    • 1.4k views
    • 
    • goldtpa
    • June 13, 2003

30. Max profit sharing/deferrals/catchup for Doctor who sells practice mid-year

    By Pammie57, May 31, 2016
    • 10 replies
    • 1.4k views
    • 
    • Zoey
    • June 8, 2016

31. Loan repayments on pretax bais

    By austin3515, October 21, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • October 23, 2002

32. 1 Company in 2 Controlled Groups

    By Jennifer D., June 20, 2018
    • 4 replies
    • 1.4k views
    • 
    • ERISAAPPLE
    • June 22, 2018

33. Charge for "extra" recordkeeping services

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

34. Catch up contributions - off calendar year

    By Guest revier, January 9, 2005
    • 1 reply
    • 1.4k views
    • 
    • Dan
    • January 13, 2005

35. Change SH Type for 1/1/17 after 11/30/16

    By Danny CPA, December 10, 2016
    • 12 replies
    • 1.4k views
    • 
    • rcline46
    • December 14, 2016

36. compensation

    By Guest mk2308, August 15, 2005
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • August 16, 2005

37. Are they Leased or are they Temporary?

    By CTipper, January 18, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 24, 2008

38. Safe Harbor 401(k) Plan Vesting Question

    By Guest blackdo2, November 30, 2004
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • November 30, 2004

39. 2 and ½ month distribution period for Excess Contributions

    By Guest RMV, April 11, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 11, 2000

40. Top Heavy Status - Profit Sharing Receivables

    By MGOAdmin, October 23, 2014   

    • top heavy
    • profit sharing
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 23, 2014

41. 408(b)(2) and the plan sponsor

    By CLE401kGuy, June 17, 2012
    • 6 replies
    • 1.4k views
    • 
    • GMK
    • June 19, 2012

42. Safe Harbor and Testing

    By Guest Ashlea, December 7, 2004
    • 5 replies
    • 1.4k views
    • 
    • wmyer
    • December 8, 2004

43. What happens to excess 3% Safe Harbor cont. if made during the year?

    By Guest jusducki, February 9, 2005
    • 4 replies
    • 1.4k views
    • 
    • Jim Chad
    • February 12, 2005

44. Have you ever requested/been granted a VCR pre-submission conferece?

    By Guest Joseph Delgado, March 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 13, 2001

45. Average Benefits Test - Elective Contributions

    By Guest WFusfeld, July 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • Everett Moreland
    • July 23, 1999

46. Maintaining Participant Accounts

    By austin3515, March 30, 2005
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • March 31, 2005

47. Company Stock

    By fidu, April 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 24, 2002

48. Auto enroll

    By rlb64, March 16, 2007
    • 4 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 20, 2007

49. Bankruptcy affecting Loan

    By Guest Kim S., May 14, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 29, 2003

50. Trap for the unwary?

    By Brenda Wren, March 25, 2004
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • March 25, 2004