401(k) Plans

19,276 topics in this forum

1. Design Based Safe Harbors and Top Heavy

   By Guest Michael S. Ouellette, November 21, 2001
   • 1 reply
   • 1.4k views
   • 
   • KJohnson
   • November 21, 2001

2. Form 990 T

   By 52626, March 11, 2016
   • 1 reply
   • 1.4k views
   • 
   • Mike Preston
   • March 11, 2016

3. 1099R Not Reported On a Loan Default

   By Karoline Curran, November 15, 2018   

   • loan default
   • 1099r
   • (and 1 more)

     Tagged with:

     • loan default
     • 1099r
     • brokerage accts
   • 10 replies
   • 1.4k views
   • 
   • Luke Bailey
   • November 19, 2018

4. Death with no beneficiary form

   By cpc0506, December 1, 2010
   • 4 replies
   • 1.4k views
   • 
   • QDROphile
   • December 1, 2010

5. Loan taxed twice?

   By Brian Gallagher, September 30, 2003
   • 4 replies
   • 1.4k views
   • 
   • david rigby
   • September 30, 2003

6. Employees of ineligible employer participating in Plan,, fix?

   By Guest calcu, June 18, 2004
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • June 18, 2004

7. ACP - Prior Year Method

   By fiona1, March 14, 2008
   • 4 replies
   • 1.4k views
   • 
   • BG5150
   • March 18, 2008

8. changing payroll provider

   By k man, February 27, 2009
   • 2 replies
   • 1.4k views
   • 
   • Pam S.
   • August 4, 2010

9. SEPs

   By Earl, September 11, 2001
   • 1 reply
   • 1.4k views
   • 
   • Michael Devault
   • September 11, 2001

10. Excluding Spouse Business in Controlled Group Situation

    By Guest bouncingsoul, August 4, 2006
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • August 4, 2006

11. Can matching contributions made through part of the plan year be recha

    By Guest Pat Metallic, May 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 18, 2001

12. terminating safe harbor plan with employer contributions

    By LIBERTYKID, February 7, 2008
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 8, 2008

13. Safe harbor match document requirements

    By Guest phy401k, October 4, 2010
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • October 5, 2010

14. HCE Status In Year Of Company Sale

    By Guest Rand, September 6, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 6, 2001

15. For a qualified distribution, do participants still pay taxes based on

    By Guest dhoefer, March 16, 2002
    • 4 replies
    • 1.4k views
    • 
    • RCK
    • March 18, 2002

16. Criteria for 10 day extension if 15 Bz day missed for contributions

    By Guest Richele, February 24, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 1999

17. Amend to Safe-harbor 401(k)?

    By SMB, August 10, 2005
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • August 10, 2005

18. Compensation Paid after Termination of Employment

    By Guest AJM 34, October 9, 2007
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • October 12, 2007

19. Top Heavy

    By Randy Watson, October 12, 2006
    • 1 reply
    • 1.4k views
    • 
    • Dan
    • October 16, 2006

20. Safe Harbor 401(k), with Sole Prop and short initial plan year.

    By Belgarath, April 15, 2004
    • 4 replies
    • 1.4k views
    • 
    • jquazza
    • April 16, 2004

21. Self employed health insurance deduction

    By rfahey, February 17, 2011
    • 1 reply
    • 1.4k views
    • 
    • 12AX7
    • February 17, 2011

22. 2005 Limits

    By Brian Gallagher, October 20, 2004
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • October 20, 2004

23. Compensation Limits to be an HCE for 2004 and 2005

    By Jilliandiz, September 9, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 9, 2004

24. Negative election enrollment.

    By Guest 401kguy, February 5, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 5, 2000

25. Relief measures for Safe Harbor Match Plans

    By TPA, April 24, 2020
    • 9 replies
    • 1.4k views
    • 
    • Bill Presson
    • June 29, 2020

26. Qualified plan expenses

    By Guest poberlander, June 8, 2005
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • June 8, 2005

27. Impact of Roth IRA Contributions on 401(k) Deferral

    By Below Ground, October 28, 2010
    • 8 replies
    • 1.4k views
    • 
    • Below Ground
    • November 1, 2010

28. Discretionary Match & March 15 deadline

    By Guest Troy S., March 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • Jim Chad
    • March 14, 2007

29. ACP refund not made

    By R. Butler, December 2, 2010
    • 5 replies
    • 1.4k views
    • 
    • R. Butler
    • December 7, 2010

30. DoL Problems

    By Below Ground, February 12   

    • dont answer the phone!
    • 10 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 25

31. Is he a more than 5% owner?

    By Soundbc1, February 12, 2024
    • 6 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 12, 2024

32. Ineligible deferrals, not corrected

    By emmetttrudy, July 26, 2013
    • 6 replies
    • 1.4k views
    • 
    • emmetttrudy
    • August 8, 2013

33. Late Deferrals/Voluntary Correction Program?

    By CJS07, December 12, 2007
    • 0 replies
    • 1.4k views
    • 
    • CJS07
    • December 12, 2007

34. Safe Harbor and top heavy

    By Guest philc, February 25, 2004
    • 7 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • February 26, 2004

35. Merger???

    By chris, October 11, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • October 11, 2002

36. Hardship W/D after a loan

    By blue, July 27, 2005
    • 1 reply
    • 1.4k views
    • 
    • pmacduff
    • July 27, 2005

37. Exclusion of Previously Eligible Employees

    By Guest lforesz, November 1, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 4, 2002

38. Non-resident Aliens

    By Archimage, June 9, 2004
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • July 6, 2004

39. Hardship Withdrawal vs. Bridge loan for two mortgages (new house and old house that has not yet sold).

    By Guest CRA, October 15, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 15, 2003

40. Non-Electing Church 401(k) Testing

    By oldman, July 9, 2013
    • 0 replies
    • 1.4k views
    • 
    • oldman
    • July 9, 2013

41. Partner Opts Out of Profit Sharing Piece?

    By Guest D_NITSCHE, January 25, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 25, 1999

42. Forfeiture Use

    By 12AX7, January 27, 2014
    • 2 replies
    • 1.4k views
    • 
    • 12AX7
    • January 27, 2014

43. Forfeitures accumulation since '97

    By austin3515, October 21, 2002
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • October 21, 2002

44. Plan Expenses

    By Guest stevena1, November 16, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 17, 2005

45. restate or amend

    By wsp, November 16, 2005
    • 1 reply
    • 1.4k views
    • 
    • Leopurrd
    • November 17, 2005

46. fund change notice

    By Scuba 401, August 23, 2018
    • 2 replies
    • 1.4k views
    • 
    • Pam Shoup
    • August 23, 2018

47. Self Directed Brokerage

    By Scuba 401, December 16, 1999
    • 2 replies
    • 1.4k views
    • 
    • Scuba 401
    • December 17, 1999

48. Profit Sharing Contribution Allocated for 12-month Period other than t

    By Guest T-BONE, September 18, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 19, 2002

49. Safe Harbor "maybe" plans

    By Belgarath, September 13, 2017
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • September 14, 2017

50. New Comp verbage

    By wsp, October 16, 2006
    • 0 replies
    • 1.4k views
    • 
    • wsp
    • October 16, 2006