401(k) Plans

19,319 topics in this forum

1. Pre-Entry Date Compensation

   By Nassau, January 4, 2013   

   • Safe Harbor Contributions
   • 1 reply
   • 4.7k views
   • 
   • Jim Chad
   • January 5, 2013

2. 401K Deferral Deducted in Error

   By Guest Montgoyk, April 13, 2007
   • 1 reply
   • 4.7k views
   • 
   • masteff
   • April 13, 2007

3. Safe Harbor non-elective payments

   By bobbyM35, July 25, 2018
   • 29 replies
   • 4.7k views
   • 
   • Mike Preston
   • August 7, 2018

4. Correction for deferral made after hardship withdrawal

   By BG5150, January 5, 2015
   • 1 reply
   • 4.7k views
   • 
   • Tom Poje
   • January 6, 2015

5. 401k plan selection

   By Guest FtCollins, April 16, 2011
   • 11 replies
   • 4.7k views
   • 
   • SFSD
   • April 18, 2011

6. Non-cash prizes and awards

   By Guest FAQ, April 17, 2008
   • 5 replies
   • 4.7k views
   • 
   • Mike Preston
   • April 22, 2008

7. Can the cash value of a life insurance policy be rolled over to a 401K?

   By Scott Reed, October 4, 2024   

   • life insurance
   • rollovers
   • (and 1 more)

     Tagged with:

     • life insurance
     • rollovers
     • 401k
   • 3 replies
   • 4.7k views
   • 
   • Bruce1
   • October 4, 2024

8. Is an SMM required

   By cpc0506, July 18, 2013
   • 14 replies
   • 4.7k views
   • 
   • ForksnKnives
   • July 22, 2013

9. Lump Sum Distributions

   By Guest robin s vatalaro, September 19, 1998
   • 4 replies
   • 4.7k views
   • 
   • Guest
   • September 23, 1998

10. Form 5500 Plan Characteristic Code 2T

    By ldr, April 30, 2018   

    • 5500
    • code 2t
    • (and 1 more)

      Tagged with:

      • 5500
      • code 2t
      • plan characteristic
    • 10 replies
    • 4.7k views
    • 
    • BG5150
    • May 2, 2018

11. Avoiding Top Heavy Status

    By LCARUSI, September 16, 1998
    • 1 reply
    • 4.7k views
    • 
    • Dawn Hafner
    • September 16, 1998

12. 401(k)/(m) testing in a top heavy plan

    By Guest Beavis, September 24, 1998
    • 2 replies
    • 4.7k views
    • 
    • Dawn Hafner
    • September 24, 1998

13. How does one calculate orphaned matching contributions (following retu

    By Guest pjb, February 28, 2003
    • 10 replies
    • 4.7k views
    • 
    • Guest
    • March 21, 2003

14. Tips - W-2 comp definition - safe harbor match per payroll

    By Belgarath, November 10, 2014
    • 5 replies
    • 4.7k views
    • 
    • Belgarath
    • November 11, 2014

15. Form 5500 - Cash Basis vs. Accrual Basis

    By metsfan026, October 5, 2023
    • 2 replies
    • 4.7k views
    • 
    • John ATL
    • October 5, 2023

16. Don't know who beneficiaries are on my husband 401K

    By Detra, February 14, 2017   

    • 401k
    • 5 replies
    • 4.7k views
    • 
    • david rigby
    • February 14, 2017

17. Matching Contributions--When is a True-Up Required?

    By Guest CRC02, April 18, 2002
    • 9 replies
    • 4.7k views
    • 
    • pjkoehler
    • April 19, 2002

18. Mistakenly made a Safe Harbor Match Contribution

    By Alex Daisy, May 19, 2009
    • 16 replies
    • 4.7k views
    • 
    • Kevin C
    • May 22, 2009

19. 401K Deferral Question

    By JimW58, November 9, 2017
    • 32 replies
    • 4.7k views
    • 
    • Kevin C
    • November 15, 2017

20. Calculation of "hours of service" when employees are not paid by the hour.

    By Guest Diane DuFresne, October 22, 2003
    • 5 replies
    • 4.7k views
    • 
    • Guest
    • October 25, 2003

21. Vacation Time A taxable fringe??

    By austin3515, June 28, 2016
    • 17 replies
    • 4.7k views
    • 
    • Belgarath
    • January 15, 2025

22. SECURE 2.0 317: Retroactive 1st year deferral for Sole Prop

    By joef, January 21, 2023
    • 11 replies
    • 4.7k views
    • 
    • joef
    • January 25, 2023

23. Non-Partner 401(k) Contributions & Earned Income

    By Nate X, August 13, 2012
    • 13 replies
    • 4.7k views
    • 
    • mbozek
    • August 15, 2012

24. UK Taxation of 401(k) Distributions

    By JWK, April 1, 2002
    • 9 replies
    • 4.7k views
    • 
    • mbozek
    • October 15, 2002

25. Safe Harbor Plans - ADP/ACP Testing Method

    By Leopurrd, June 7, 2006
    • 11 replies
    • 4.7k views
    • 
    • Guest
    • June 19, 2006

26. New Comp Profit Sharing As QNEC

    By Guest Lawrenceg, April 10, 2007
    • 15 replies
    • 4.6k views
    • 
    • Tom Poje
    • April 17, 2007

27. Excluding "Seasonal Employees"

    By austin3515, May 17, 2017
    • 12 replies
    • 4.6k views
    • 
    • BeckyMiller
    • May 22, 2017

28. 402(g) limit

    By K-t-F, October 3, 2012
    • 9 replies
    • 4.6k views
    • 
    • Peter Gulia
    • April 13, 2020

29. Key Employees - Top Heavy

    By Guest Shaf, February 1, 2005
    • 6 replies
    • 4.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 4, 2005

30. Land Held in Profit Sharing Plan will not sell

    By Pixie, May 5, 2009
    • 20 replies
    • 4.6k views
    • 
    • A Shot in the Dark
    • May 11, 2009

31. IRS Looking for a GUST Restatement

    By austin3515, August 18, 2014
    • 41 replies
    • 4.6k views
    • 
    • austin3515
    • August 21, 2014

32. plan audits

    By Guest CAM223, March 10, 2005
    • 25 replies
    • 4.6k views
    • 
    • Kirk Maldonado
    • March 21, 2005

33. LTPT - interns

    By Belgarath, November 28, 2023
    • 24 replies
    • 4.6k views
    • 
    • RatherBeGolfing
    • December 6, 2023

34. Off calendar year limits

    By CJS07, December 11, 2006
    • 2 replies
    • 4.6k views
    • 
    • Tom Poje
    • December 11, 2006

35. IRS Audit - missing original plan document

    By Guest ubpMR, May 2, 2002
    • 16 replies
    • 4.6k views
    • 
    • Mike Preston
    • May 6, 2002

36. correction of delinquent remittance of employee contributions Allocating contribution to correct late employee contributions

    By Luke Bailey, September 28, 2018   

    • vfcp
    • late employee contributions
    • 10 replies
    • 4.6k views
    • 
    • Luke Bailey
    • October 2, 2018

37. Calculating earnings on ADP refunds

    By Guest cohenron, February 29, 2004
    • 4 replies
    • 4.6k views
    • 
    • Harwood
    • March 1, 2004

38. Can top heavy minimum also serve as QNEC?

    By Guest blaum8, January 6, 2003
    • 18 replies
    • 4.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 8, 2003

39. Leased Employee

    By Guest mol, October 14, 2004
    • 10 replies
    • 4.6k views
    • 
    • alanm
    • October 18, 2004

40. 401(k) immediate entry - match/PS 1 year wait, dual entry - how do yo

    By Guest MEGary, December 28, 2000
    • 15 replies
    • 4.6k views
    • 
    • austin3515
    • October 18, 2002

41. Market Timing Restrictions

    By Guest MikeH, May 6, 2002
    • 1 reply
    • 4.6k views
    • 
    • Guest
    • May 6, 2002

42. J&S in a Profit Sharing Plan

    By 52626, April 22, 2014
    • 8 replies
    • 4.6k views
    • 
    • Guest
    • June 19, 2014

43. Match Calculated Incorrectly

    By Guest Frank Jackson, September 14, 1998
    • 2 replies
    • 4.6k views
    • 
    • LCARUSI
    • September 16, 1998

44. Hardships not eligible for Rollover

    By Guest Frank Jackson, September 15, 1998
    • 4 replies
    • 4.6k views
    • 
    • david shipp
    • September 16, 1998

45. 401k Deferral election made after entry date

    By DDB BN, October 25, 2019
    • 13 replies
    • 4.6k views
    • 
    • Bill Presson
    • October 29, 2019

46. What to pro-ate for short plan year?

    By BG5150, February 4, 2010
    • 6 replies
    • 4.6k views
    • 
    • BG5150
    • July 13, 2011

47. Loan Payments

    By Guest CathyS, June 7, 2007
    • 19 replies
    • 4.6k views
    • 
    • 401_4_ever
    • June 8, 2007

48. Applying for a TIN for a new 401-k Plan

    By KevinMc, December 21, 2016
    • 18 replies
    • 4.6k views
    • 
    • RatherBeGolfing
    • January 26, 2017

49. Profit Sharing Contribution deadline - nonprofit orgs

    By Renafesq, October 14, 2016   

    • retirement
    • profit sharing
    • 11 replies
    • 4.6k views
    • 
    • Belgarath
    • October 17, 2016

50. Borrow from a 401k to pay credit debt?

    By Guest telarsen, April 16, 2005
    • 24 replies
    • 4.6k views
    • 
    • austin3515
    • April 21, 2005