401(k) Plans

19,321 topics in this forum

1. Ownership/Family attribution in a 501c3 401k plan possible?

   By 401QUE, November 11, 2014   

   • ownership attribution
   • nonprofit
   • (and 1 more)

     Tagged with:

     • ownership attribution
     • nonprofit
     • HCE determination
   • 2 replies
   • 1.4k views
   • 
   • austin3515
   • November 12, 2014

2. 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

3. HCE determination

   By Guest Karen M, February 8, 2006
   • 1 reply
   • 1.4k views
   • 
   • Archimage
   • February 8, 2006

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. SEPs

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

6. Is the maximum limit for a non-profit's employees 25% as opposed to us

   By Guest victor, March 23, 2001
   • 1 reply
   • 1.4k views
   • 
   • rcline46
   • March 23, 2001

7. controlled group, separate eligibility

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

8. Deferrals not stopped on terminated employee

   By JKW, February 13, 2013
   • 6 replies
   • 1.4k views
   • 
   • JKW
   • February 15, 2013

9. intergated with ss

   By Guest LBH, May 17, 1999
   • 2 replies
   • 1.4k views
   • 
   • Wessex
   • May 17, 1999

10. Controlled Group

    By Guest Tara Curran, February 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • February 8, 2002

11. Multiple Employer + Controlled

    By Guest Rachael L., November 13, 2006
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • November 14, 2006

12. Hardship W/D after a loan

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

13. Correction of Late Deposits

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

14. How does changing business structure of a plan sponsor effect a 401k plan

    By dragondon, May 15, 2023
    • 3 replies
    • 1.4k views
    • 
    • Paul I
    • May 15, 2023

15. Match made in Employer Securities

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

16. IRA eligibility with 401(k) Plan

    By richard, November 24, 1999
    • 2 replies
    • 1.4k views
    • 
    • Dave Baker
    • November 24, 1999

17. Employee Nonqualified Deferral Election

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

18. Are AFLAC Payments Includable in Compensation

    By ERISA1, February 10, 2009
    • 2 replies
    • 1.4k views
    • 
    • GBurns
    • February 10, 2009

19. Discrimination testing

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

20. True-ups

    By Belgarath, August 27, 2025
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • August 28, 2025

21. Eligible for a contribution?

    By PFranckowiak, February 15, 2014
    • 5 replies
    • 1.4k views
    • 
    • ESOP Guy
    • February 17, 2014

22. Terminated employee with undeposited match

    By S. Weekley, November 15, 2019
    • 10 replies
    • 1.4k views
    • 
    • Bri
    • November 19, 2019

23. Designating a non-spouse as a beneficiary

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

24. 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

25. Beneficiaries - Can an institute be named?

    By Guest CMYoung, June 11, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 11, 1999

26. Frequency of investment choice changes.

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

27. Relius Software

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

28. SIMPLE 401k

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

29. Safe harbor match document requirements

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

30. 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

31. safe harbor nonelective plan

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

32. Cafeteria Plans and Co-Sponsorship Policies

    By Guest dhodges, January 16, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 16, 2002

33. match formula based on compensation bandwidths

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

34. Employer contributions

    By Guest ars, December 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 23, 1999

35. Sponsor Reimbursement of Investment Expenses

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

36. Account Summary

    By Archimage, April 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • maverick
    • April 10, 2002

37. Top-Heavy Minimum

    By Debbie Rath, September 11, 2018
    • 6 replies
    • 1.4k views
    • 
    • 401_noob
    • September 12, 2018

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

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

39. Otherwise Excludible Employees Plan Entry Dates

    By Guest MFuentes, February 2, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 2, 2000

40. 401(k) and ADEC

    By Guest rocnrols2, October 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • October 18, 2002

41. 1099-R Question for CARES Act

    By Stash026, January 28, 2021
    • 6 replies
    • 1.4k views
    • 
    • KTBS5827
    • February 4, 2021

42. Weird issue with fund group

    By stevena, October 26, 2004
    • 4 replies
    • 1.4k views
    • 
    • stevena
    • October 27, 2004

43. 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

44. ACP - Prior Year Method

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

45. Unsolicited Spam Mail From Pension One Source

    By LCARUSI, March 11, 2000
    • 2 replies
    • 1.4k views
    • 
    • imchipbrown
    • March 12, 2000

46. Excluding from testing EE left with less than 500 hours

    By Jim Chad, February 9, 2022
    • 6 replies
    • 1.4k views
    • 
    • CuseFan
    • February 9, 2022

47. Terminated Plan

    By Guest stevena1, June 11, 2007
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • June 12, 2007

48. Sponsor's PC being terminated

    By Guest tbt, August 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 16, 2001

49. Hardship Distributions

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

50. Safe Harbor and top heavy

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