401(k) Plans

19,276 topics in this forum

1. ADP rate testing net comp

   By legort69, March 13, 2021
   • 12 replies
   • 1.4k views
   • 
   • Mike Preston
   • March 17, 2021

2. Tiered Match - failing BRF

   By Tinman, March 11, 2008
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • March 12, 2008

3. ASG or multiple employer plan?

   By K2retire, November 25, 2009
   • 2 replies
   • 1.4k views
   • 
   • K2retire
   • November 27, 2009

4. Profit Sharing Plan: Employer moving from C Corp to S Corp

   By Lori H, February 16, 2005
   • 4 replies
   • 1.4k views
   • 
   • Leopurrd
   • February 17, 2005

5. SOLO K Requirement Question

   By Pammie57, April 12, 2022
   • 10 replies
   • 1.4k views
   • 
   • Jakyasar
   • April 14, 2022

6. PEO's and the Tax Savers Credit

   By Guest Mbrockway, February 5, 2004
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • February 26, 2004

7. Tax Withholding on Distributions

   By TPA Bob, July 15, 2010
   • 3 replies
   • 1.4k views
   • 
   • austin3515
   • July 15, 2010

8. Limits on a 501(c)(14) corp

   By Guest Booker, March 23, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 23, 1999

9. ADP testing question

   By billfgrady, December 24, 2003
   • 3 replies
   • 1.4k views
   • 
   • Tom Poje
   • December 31, 2003

10. Discrimination testing

    By Guest fender5150, July 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 18, 2007

11. Distribution from plan to employer first then participant???

    By kmhaab, June 12, 2024
    • 5 replies
    • 1.4k views
    • 
    • Lois Baker
    • June 13, 2024

12. 408(b)(2) and the plan sponsor

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

13. Correction of Late Deposits

    By g bennycon, June 18, 2015
    • 4 replies
    • 1.4k views
    • 
    • g bennycon
    • June 19, 2015

14. Controlled Groups

    By Guest Laura Millwood, June 9, 1999
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • June 11, 1999

15. Trustee to trustee transfer

    By Guest jkrad, May 27, 2003
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • May 27, 2003

16. Union Employees in Non-Unon ADP test?

    By Guest c2ddave, February 11, 2005
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • February 11, 2005

17. Terminated Plan & NTIP

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

18. Return of contributions

    By Guest ars, March 8, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 8, 2000

19. Auto Enroll Safe Harbor Match

    By Guest Jamie Hayes, December 15, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 15, 2008

20. Employee Nonqualified Deferral Election

    By rocknrolls2, March 16, 2007
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 16, 2007

21. Safe Harbor "Switcheroo"

    By lkpittman, October 25, 2001
    • 0 replies
    • 1.4k views
    • 
    • lkpittman
    • October 25, 2001

22. Merging a Money Purchase

    By FJR, January 16, 2002
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • January 16, 2002

23. Hardship Distributions

    By J Simmons, August 11, 2008
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • August 12, 2008

24. Catch Up Contributions

    By Guest jalbee, November 15, 2001
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • November 15, 2001

25. Sponsor Reimbursement of Investment Expenses

    By Guest, April 4, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 4, 2000

26. controlled group, separate eligibility

    By Guest sabecker, May 26, 2011
    • 4 replies
    • 1.4k views
    • 
    • PensionPro
    • May 26, 2011

27. Bank Safe Harbor 401(k)-funding 3% with bank stock from holding compan

    By Guest SHP, February 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 16, 2001

28. Family Aggregation Rule

    By Ahuntingus, January 7, 2022
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • January 12, 2022

29. Recharacterize ADP refunds to after tax contribs

    By fiona1, February 9, 2007
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • February 12, 2007

30. ESOP - liability of Trustee

    By fidu, February 25, 2002
    • 0 replies
    • 1.4k views
    • 
    • fidu
    • February 25, 2002

31. Loan from ROTH account of 401k

    By tertue, March 9, 2015   

    • Roth Loan Payments
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • March 9, 2015

32. SIMPLE 401k

    By Guest bubs, August 16, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 16, 2001

33. Match made in Employer Securities

    By M R Bernardin, February 18, 1999
    • 0 replies
    • 1.4k views
    • 
    • M R Bernardin
    • February 18, 1999

34. If shifted in 1997, which NHCE%s do you use from prior year for 1998 (

    By Guest Mich, February 20, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 20, 1999

35. Can first year 3% rule for ADP apply in second year of plan?

    By Guest CHRISTA, February 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 5, 2002

36. Old plan/New plan- are you limited to $30,000?

    By Guest Laura Millwood, September 14, 1999
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • September 15, 1999

37. Safe harbor match plus discretionary match

    By Belgarath, May 22, 2018
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • June 20, 2018

38. Can you use component/restructuring to pass ADP/ACP Test?

    By MrKnowItLittle, July 19, 2014   

    • component plan
    • restructuring plan
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 21, 2014

39. Designating a non-spouse as a beneficiary

    By Guest mam, April 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • April 28, 2000

40. 415 limits

    By ajustice, September 29, 2020
    • 14 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 30, 2020

41. SH Non-elective AND PS written into Document- use part of PS to fund SH?

    By TPAVP, March 1, 2004
    • 6 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2004

42. Failure to note Change in EIN and Plan Sponsor on 5500.

    By MBCarey, July 26, 2004
    • 0 replies
    • 1.4k views
    • 
    • MBCarey
    • July 26, 2004

43. Partnership to Corporation/What to do with existing plans?

    By Guest Thornton, January 6, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 6, 1999

44. Frequency of investment choice changes.

    By Guest JPAdmin, January 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • January 9, 2002

45. Relius Software

    By fiona1, September 27, 2006
    • 2 replies
    • 1.4k views
    • 
    • fiona1
    • September 27, 2006

46. Looking for a site that deals with Accounting for Defined Contribution

    By Guest soupsmp, September 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 15, 2000

47. Operational Logistics

    By Gary, November 20, 2009
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • December 22, 2009

48. Correct year for deferrals to apply against 402(g) limit

    By bdeancpa, September 27, 2023
    • 5 replies
    • 1.4k views
    • 
    • duckthing
    • October 3, 2023

49. safe harbor nonelective plan

    By jpod, April 11, 2008
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • April 11, 2008

50. ADP testing - controlled group

    By Chippy, August 29, 2017
    • 8 replies
    • 1.4k views
    • 
    • Belgarath
    • August 30, 2017