401(k) Plans

19,321 topics in this forum

1. Correction of Failed ADP test through SCP

   By Guest cease, October 7, 2003
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 7, 2003

2. New Comp verbage

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

3. Design Based Safe Harbors and Top Heavy

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

4. Is my salary included for deduction limit?

   By Jakyasar, August 2, 2022
   • 12 replies
   • 1.4k views
   • 
   • Jakyasar
   • August 4, 2022

5. Expired I140 Cheque and reissue

   By krishna182, September 25, 2017
   • 2 replies
   • 1.4k views
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   • ESOP Guy
   • September 25, 2017

6. Timing of filing Form 5330 for late deposits

   By BG5150, September 21, 2011
   • 0 replies
   • 1.4k views
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   • BG5150
   • September 21, 2011

7. 401k Plans

   By Guest BillFlann, June 11, 2001
   • 1 reply
   • 1.4k views
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   • R. Butler
   • June 12, 2001

8. 1 Company in 2 Controlled Groups

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

9. 50+ catch-up questions

   By Guest devonlucy, July 14, 2005
   • 2 replies
   • 1.4k views
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   • Bird
   • July 15, 2005

10. HEART ACT

    By LIBERTYKID, July 10, 2009
    • 1 reply
    • 1.4k views
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    • Guest
    • July 15, 2009

11. Fidelity Bond Coverage

    By KevinMc, January 30, 2014
    • 1 reply
    • 1.4k views
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    • 401_noob
    • January 31, 2014

12. Coverage testing

    By Guest Lex, October 5, 2002
    • 1 reply
    • 1.4k views
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    • MWeddell
    • October 5, 2002

13. 415 limits and off plan years

    By Guest ppapdx, February 5, 2013
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 6, 2013

14. 5500 Test Run

    By Guest Thornton, March 16, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • March 16, 1999

15. Just Doesn't smell right!

    By TBob, January 20, 2004
    • 6 replies
    • 1.4k views
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    • J2D2
    • January 20, 2004

16. retention bonus contribution question

    By SundanceKid, December 15, 2023
    • 1 reply
    • 1.4k views
    • 
    • CuseFan
    • December 15, 2023

17. SH Available for Hardshipd after 59.5?

    By austin3515, February 13, 2012
    • 5 replies
    • 1.4k views
    • 
    • Lou S.
    • February 14, 2012

18. Safe Harbor "maybe" plans

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

19. post severance compensation

    By k man, November 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • buckaroo
    • November 19, 2007

20. New top-heavy 401(k) plan implemented 7/1/98 - must minimum top heavy

    By Guest ANNEBV, October 13, 1999
    • 1 reply
    • 1.4k views
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    • Richard Anderson
    • October 14, 1999

21. Partner Opts Out of Profit Sharing Piece?

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

22. Death with no beneficiary form

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

23. HCE Status In Year Of Company Sale

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

24. disclosure in spd of fees charged directly to participants

    By k man, July 14, 2004
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • July 15, 2004

25. Ineligible deferrals, not corrected

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

26. new key employee definition

    By Guest ERIC STRAND, November 30, 2004
    • 2 replies
    • 1.4k views
    • 
    • Alf
    • December 1, 2004

27. Top Heavy

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

28. Self employed health insurance deduction

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

29. Distribution

    By Guest Melissa Winslow, September 27, 1999
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 28, 1999

30. Form 990 T

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

31. 2005 Limits

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

32. Off Calendar Year Catch-Ups

    By Guest BUG, August 6, 2012
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • August 7, 2012

33. Partners in S Corp, C Corp, or LLC: K-1: What is earned Income?

    By Alex Daisy, November 7, 2014
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • November 7, 2014

34. 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

35. Software for 401K analysis

    By Guest wealthmgmt, December 9, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2008

36. Agent’s fraudulent adoption of 401(k) plan

    By JungRet, April 4, 2025
    • 5 replies
    • 1.4k views
    • 
    • Gina Alsdorf
    • April 8, 2025

37. Compensation Paid after Termination of Employment

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

38. Deferrals in Multiple Employer Plan

    By Guest Ken C, November 2, 2006
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • November 2, 2006

39. 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

40. Can a TPA Sponsor a one-state MEP?

    By austin3515, October 25, 2018
    • 11 replies
    • 1.4k views
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    • austin3515
    • October 26, 2018

41. Future Retirees

    By Guest Giovanni, October 10, 2005
    • 4 replies
    • 1.4k views
    • 
    • jevd
    • October 10, 2005

42. Need new comparability training fast - Help!

    By Guest irenes, September 5, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 5, 2000

43. Beneficiary Determination

    By Nassau, July 7, 2011
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • July 8, 2011

44. a question on marketing

    By Guest advisorpage, December 17, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2001

45. Excluding Spouse Business in Controlled Group Situation

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

46. Timing of minutes reflecting the amount of a discretionary match.

    By KJohnson, February 3, 2003
    • 1 reply
    • 1.4k views
    • 
    • four01kman
    • February 3, 2003

47. 1099 and loan default

    By Guest andmik, May 9, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 9, 2002

48. Forfeiture Use

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

49. Auto Enrollment

    By Guest perplexedbypensions, October 30, 2006
    • 3 replies
    • 1.4k views
    • 
    • RCK
    • October 30, 2006

50. Top Heavy

    By Jilliandiz, June 8, 2006
    • 6 replies
    • 1.4k views
    • 
    • K-t-F
    • June 13, 2006