401(k) Plans

19,276 topics in this forum

1. Can a 401-K participant also contribute to a traditional or Roth IRA i

   By Guest Carl C, February 8, 2001
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • February 8, 2001

2. Supplemental Reading

   By Guest caddieadmin, February 20, 2007
   • 7 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • February 21, 2007

3. Participant Moves from one Location to Another

   By Coleboy1, August 29, 2022
   • 11 replies
   • 1.4k views
   • 
   • Luke Bailey
   • August 31, 2022

4. 1099R Issue

   By Guest Powers, January 24, 2007
   • 3 replies
   • 1.4k views
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   • QDROphile
   • January 24, 2007

5. Protected Benefit - Definition of Disability

   By 52626, January 10, 2023
   • 3 replies
   • 1.4k views
   • 
   • casey72
   • January 18, 2023

6. Interest on Late Deferral Deposits - tiny amounts

   By ldr, May 28, 2019   

   • deferrals
   • form 5330
   • (and 1 more)

     Tagged with:

     • deferrals
     • form 5330
     • late deposits
   • 4 replies
   • 1.4k views
   • 
   • ldr
   • May 29, 2019

7. Irrevocable Waiver Out of a 401(k) Safe Harbor Plan

   By Archimage, June 24, 2004
   • 1 reply
   • 1.4k views
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   • Tom Poje
   • June 24, 2004

8. Safe Harbor 401(k) Plan Change

   By hsctpa, January 7, 2020
   • 5 replies
   • 1.4k views
   • 
   • hsctpa
   • January 8, 2020

9. SHNEC not contributed for Partners

   By Spencer, September 22, 2011
   • 7 replies
   • 1.4k views
   • 
   • ETA Consulting LLC
   • October 11, 2011

10. 1099-R Question for CARES Act

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

11. Need Help with 410 (b) Calc (Corrected Summary)

    By Guest GG, January 29, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • January 29, 1999

12. Mid year amendment to safe harbor

    By Bird, May 24, 2016
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • May 25, 2016

13. 2003 employer contrib receivables not paid in 2004.... just caught situation

    By Guest LTurner, March 8, 2005
    • 3 replies
    • 1.4k views
    • 
    • mschwechter
    • March 10, 2005

14. conversion screw-up

    By PensionNewbee, May 26, 2004
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • May 27, 2004

15. Misapplication of SH Allocation Formula

    By Guest kgsingletary, April 4, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 4, 2002

16. 401k audit

    By Guest 401cpa, August 26, 2014
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • August 26, 2014

17. another deduction question

    By thepensionmaven, December 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • thepensionmaven
    • December 30, 1999

18. Successor Plan Rule Issue?

    By sb0828, April 3, 2023
    • 10 replies
    • 1.4k views
    • 
    • sb0828
    • April 4, 2023

19. US Citizen Working Overseas

    By Guest, September 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 1999

20. 410(b)

    By Guest NFried, September 19, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 19, 2001

21. Accepting 403 b money into a 401 k plan

    By Guest Pully, February 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 3, 2000

22. Deposit of deferrals - Blue Book Q&A

    By Guest Philip Simpkins, June 8, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 9, 1999

23. Universal Availability For Plan Loans

    By CLE401kGuy, April 17, 2014
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • April 23, 2014

24. SEP and 401(k) Combo

    By ERISA1, September 22, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 28, 2009

25. dual eligibility for full time/part time in safe harbor plan

    By JanetM, March 7, 2003
    • 0 replies
    • 1.4k views
    • 
    • JanetM
    • March 7, 2003

26. final 401(k) regs

    By Tom Poje, January 24, 2005
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • January 25, 2005

27. Retired participant with future receivables

    By Guest Sbart62, March 29, 2006
    • 4 replies
    • 1.4k views
    • 
    • JanetM
    • March 29, 2006

28. Controlled Groups

    By Guest lallain, February 14, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 14, 2002

29. Same Desk Rule

    By Guest pep, July 12, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 12, 1999

30. Reducing 401 (k) Deferral Limit Mid-Year

    By 12AX7, April 9, 2009
    • 2 replies
    • 1.4k views
    • 
    • 12AX7
    • April 9, 2009

31. Partnership earned income/deferrals

    By Doghouse, June 14, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 15, 2010

32. Anything new and what has been your practice regarding deferrals and m

    By John A, March 2, 2000
    • 0 replies
    • 1.4k views
    • 
    • John A
    • March 2, 2000

33. Term'd participant is now perm. disabled

    By doombuggy, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • doombuggy
    • March 23, 2004

34. ACP failure, refund to participant, losses, 1099-R

    By pmacduff, May 17, 2023
    • 4 replies
    • 1.4k views
    • 
    • Lou S.
    • May 17, 2023

35. Deducting After-Tax Contributions

    By Guest 91smithie, August 2, 2002
    • 3 replies
    • 1.4k views
    • 
    • jpod
    • August 2, 2002

36. Must an individual-designed-plan be restated if compliant?

    By kmhaab, March 17, 2017   

    • restatement
    • nonamender failure
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • March 23, 2017

37. Waiver of interest and/or penalties for an amended return due to a fai

    By Guest whistler, September 9, 2001
    • 1 reply
    • 1.4k views
    • 
    • Brenda Wren
    • September 9, 2001

38. Iowa

    By Fredman, April 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • Steve72
    • April 24, 2002

39. Small Plan Audit Waiver to come under scrutiny

    By austin3515, August 25, 2014
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • August 25, 2014

40. ..is there a bigger waste of our time than the schedule D?

    By MR, May 4, 2004
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • May 4, 2004

41. Top Heavy Minimum Due - and Earnings?

    By PMC, June 16, 2009
    • 2 replies
    • 1.4k views
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    • PMC
    • June 16, 2009

42. Directed Trustee

    By pixmax, December 4, 2009
    • 2 replies
    • 1.4k views
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    • JanetM
    • December 5, 2009

43. tiered match

    By FJR, August 7, 2003
    • 1 reply
    • 1.4k views
    • 
    • g8r
    • August 7, 2003

44. Money Type

    By Guest jkhan, May 4, 2012
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 9, 2012

45. Huh??

    By thepensionmaven, November 2, 2014
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • November 4, 2014

46. Multiple Employer plan testing

    By B21, October 26, 2012
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • October 26, 2012

47. Avoid RMDs - start a new company after age 70 1/2

    By Dobber, January 9, 2019
    • 6 replies
    • 1.4k views
    • 
    • card
    • January 9, 2019

48. 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

49. Pricing for Participant Transactions Processed via Paper Forms

    By Guest Gerard Mennella, February 22, 2001
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • February 23, 2001

50. qualifications for employers.....

    By Guest SprinklerGuy, March 3, 2004
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 3, 2004