401(k) Plans

19,337 topics in this forum

1. Definition of Calendar Year Plan

   By Guest mrnardoz, August 26, 2004
   • 1 reply
   • 1.4k views
   • 
   • rcline46
   • August 27, 2004

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

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

3. 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

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

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

5. 401k Enrollment

   By Guest jefe96, October 11, 2005
   • 5 replies
   • 1.4k views
   • 
   • WDIK
   • October 12, 2005

6. Multiple Employer + Controlled

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

7. Rules on NRA with Market-value adjustment

   By CFP, April 18, 2019
   • 6 replies
   • 1.4k views
   • 
   • Patricia Neal Jensen
   • May 1, 2019

8. 401(k) from partner's income

   By joano, January 8, 2004
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • January 20, 2004

9. 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

10. Weird issue with fund group

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

11. HCE determination

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

12. Third party payments during leave of absence

    By Jackie, August 16, 2018   

    • 401k loans
    • loan repayments
    • (and 3 more)

      Tagged with:

      • 401k loans
      • loan repayments
      • level amortization
      • third party payments
      • 401k loan repayments
    • 1 reply
    • 1.4k views
    • 
    • Luke Bailey
    • August 17, 2018

13. IRA eligibility with 401(k) Plan

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

14. Plan Disqualification - Investment Elections Not Following Participant Election

    By 401kAllTheWay, August 2, 2023
    • 11 replies
    • 1.4k views
    • 
    • Bird
    • August 4, 2023

15. safe harbor nonelective plan

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

16. 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

17. PEO's and the Tax Savers Credit

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

18. MEP Plan

    By Guest Pension250, November 3, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 4, 2010

19. 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

20. Difference between 401(a)30 and 402(g)-EPCRS application

    By BG5150, May 2, 2022
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • May 4, 2022

21. New Comp verbage

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

22. How to Discuss Interpretation Issue with IRS?

    By Guest Chaffee, November 15, 2004
    • 7 replies
    • 1.4k views
    • 
    • Alf
    • November 17, 2004

23. Beneficiaries - Can an institute be named?

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

24. Excluding highly compensated employee who is not an owner from a plan

    By rblum50, May 23, 2022
    • 7 replies
    • 1.4k views
    • 
    • david rigby
    • May 24, 2022

25. SIMPLE 401k

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

26. Safe Harbor 401(k) Definition of Compensation

    By cathgrace, October 19, 2020   

    • safe harbor 401k
    • compensation definition
    • 5 replies
    • 1.4k views
    • 
    • cathgrace
    • October 20, 2020

27. ACP - Prior Year Method

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

28. 401(k) to 403(b) spin-off/merger within same controlled group?

    By cathgrace, October 30, 2019   

    • 401(k)
    • 403(b)
    • (and 1 more)

      Tagged with:

      • 401(k)
      • 403(b)
      • plan termination
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • November 1, 2019

29. Correction of Failed ADP test through SCP

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

30. Deferrals not stopped on terminated employee

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

31. SH Available for Hardshipd after 59.5?

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

32. Eligible for a contribution?

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

33. Off Calendar Year Catch-Ups

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

34. Otherwise Excludible Employees Plan Entry Dates

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

35. Improperly Excluded Employee: Employee Does NOT Want a QNEC

    By Benefits Plan, July 4, 2024
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • July 9, 2024

36. Timing of filing Form 5330 for late deposits

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

37. 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

38. Benefits Rights and Features

    By Purplemandinga, November 27, 2018
    • 2 replies
    • 1.4k views
    • 
    • Purplemandinga
    • November 28, 2018

39. Match made in Employer Securities

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

40. 50+ catch-up questions

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

41. Unsolicited Spam Mail From Pension One Source

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

42. 415 limits and off plan years

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

43. Ineligible deferrals, not corrected

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

44. Cafeteria Plans and Co-Sponsorship Policies

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

45. 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

46. Sponsor Reimbursement of Investment Expenses

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

47. Account Summary

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

48. Designating a non-spouse as a beneficiary

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

49. SECURE Birth or Adoption Distribution

    By Gruegen, March 10, 2020
    • 4 replies
    • 1.4k views
    • 
    • BTG
    • March 13, 2020

50. 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
    • 
    • Richard Anderson
    • October 14, 1999