401(k) Plans

19,321 topics in this forum

1. Self Employeed

   By Jilliandiz, March 15, 2006
   • 2 replies
   • 1.2k views
   • 
   • saabraa
   • March 15, 2006

2. first year safe harbor

   By wsp, November 6, 2006
   • 2 replies
   • 1.5k views
   • 
   • Bird
   • November 7, 2006

3. Consulting Firm Question

   By jstorch, June 16, 2008
   • 2 replies
   • 1.2k views
   • 
   • masteff
   • June 16, 2008

4. Return from Military Leave - Right to Make up if Not Deferring Before Military Leave?

   By rocknrolls2, July 17, 2009
   • 2 replies
   • 1.4k views
   • 
   • rocknrolls2
   • July 17, 2009

5. Atttribution rules for Spouse

   By Guest Joanne Davey, February 10, 2011
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • February 10, 2011

6. Looking for a ERISA Forms and Letters Book

   By jeff77, October 22, 2018
   • 2 replies
   • 711 views
   • 
   • Larry Starr
   • October 23, 2018

7. Duplicate ADP Refund

   By Loves401(k), December 13, 2018
   • 2 replies
   • 627 views
   • 
   • Bri
   • December 13, 2018

8. Cycle 3 Trust Names

   By austin3515, November 11, 2020
   • 2 replies
   • 1.2k views
   • 
   • Artie M
   • November 12, 2020

9. Eligibility for laidoff employee

   By Guest JohnSB, June 13, 2006
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • June 13, 2006

10. Changing entry requirements

    By jkharvey, October 11, 2006
    • 2 replies
    • 1.2k views
    • 
    • jkharvey
    • October 12, 2006

11. Controlled Group Member Fails Coverage

    By Randy Watson, December 5, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 6, 2006

12. Top Heavy Minimum Due - and Earnings?

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

13. PEO Question

    By Guest Powers, August 13, 2009
    • 2 replies
    • 940 views
    • 
    • Ron Snyder
    • August 25, 2009

14. Aggregation of QACA plan and Safe Harbor Plan? and Non-Safe Harbor Plan?

    By Guest Pennysaver, June 21, 2010
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • June 23, 2010

15. Spinoff

    By Guest Eagle54, November 29, 2012
    • 2 replies
    • 1.2k views
    • 
    • MoJo
    • November 30, 2012

16. top heavy and former key employee

    By chc93, March 26, 2013
    • 2 replies
    • 2.8k views
    • 
    • chc93
    • March 26, 2013

17. QSLOB - coverage testing

    By Guest ppapdx, July 31, 2013
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • July 31, 2013

18. 410(b) coverage testing for SLOBS

    By Guest Thornton, September 17, 2013
    • 2 replies
    • 1.5k views
    • 
    • DMcGovern
    • September 17, 2013

19. Self Employed Income Multiple Partnerships

    By Stevo-PDX, March 31, 2014   

    • k-1
    • SEI
    • (and 2 more)

      Tagged with:

      • k-1
      • SEI
      • partnership
      • ownership
    • 2 replies
    • 1.9k views
    • 
    • Stevo-PDX
    • April 1, 2014

20. Compensation

    By cdavis25, May 21, 2014
    • 2 replies
    • 955 views
    • 
    • Bird
    • May 22, 2014

21. Simple RMD Question

    By newplananalyst, February 6, 2015
    • 2 replies
    • 883 views
    • 
    • My 2 cents
    • February 11, 2015

22. Who gets the SH match?

    By shERPA, April 1, 2015   

    • different eligibility
    • 2 replies
    • 3.7k views
    • 
    • Tom Poje
    • April 1, 2015

23. Plan holds land as asset and sells timber

    By jkharvey, June 2, 2015
    • 2 replies
    • 804 views
    • 
    • masteff
    • June 4, 2015

24. HCE Deferral Changes to Pass ADP

    By Guest Juice, September 9, 1999
    • 2 replies
    • 1.9k views
    • 
    • Wessex
    • September 9, 1999

25. Late Deposits new DOL program

    By Guest CGBS, March 28, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 29, 2000

26. Hardship self-certification

    By MGOAdmin, March 21, 2023
    • 2 replies
    • 2.2k views
    • 
    • rocknrolls2
    • March 22, 2023

27. Selecting participants when auditing participant data and employee con

    By Guest Scott E. Hall, August 31, 2000
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • August 31, 2000

28. Laymen Terms – Exclusion of Elective Deferrals From Deduction Limit

    By Guest JimJ, August 3, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 14, 2001

29. Controlled Groups for Limited Partnerships.

    By Guest Thornton, June 26, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 27, 2002

30. Full Scope Audit

    By Guest contman, August 6, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 9, 2002

31. "Individual" 401(k)

    By Guest wjr, September 19, 2002
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • September 20, 2002

32. Successor Trustee duty w/ respect to prior breach

    By Guest halka, November 14, 2002
    • 2 replies
    • 1.8k views
    • 
    • rcline46
    • November 15, 2002

33. 1004 hours worked in 2004, paid for 995 in 2004

    By Guest 401ksrus, January 12, 2005
    • 2 replies
    • 1.7k views
    • 
    • Ron Snyder
    • January 13, 2005

34. PPA Technical Corrections Bill

    By blue, December 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • blue
    • December 13, 2007

35. K-1 and how to calculate Earned Income

    By Guest Born2Run, July 20, 2009
    • 2 replies
    • 8.4k views
    • 
    • BG5150
    • March 16, 2020

36. Spin-off question

    By fiona1, July 20, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 28, 2012

37. 402(g) Exceeded - Gain/Loss

    By Vlad401k, September 21, 2015
    • 2 replies
    • 2.4k views
    • 
    • Tom Poje
    • September 21, 2015

38. 1.410(b)-5 Code ABT Question

    By The 402"(G)", February 5, 2018   

    • abt
    • average benefits test
    • (and 1 more)

      Tagged with:

      • abt
      • average benefits test
      • benefit percentages
    • 2 replies
    • 767 views
    • 
    • The 402"(G)"
    • February 6, 2018

39. Amending MPPP to 401(k)

    By Guest CAM, March 30, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 31, 1999

40. ADP/ACP Testing - Prior vs. Current

    By Guest ANNEBV, September 15, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • December 28, 1999

41. Loan from a terminated 401(k) plan.

    By jkharvey, March 23, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • March 29, 2000

42. Plan Startup Credit

    By notapensiongeek, March 21, 2023
    • 2 replies
    • 723 views
    • 
    • notapensiongeek
    • March 22, 2023

43. Authorization to Sign Form 5500 On Client's Behalf

    By metsfan026, October 16, 2023
    • 2 replies
    • 1.2k views
    • 
    • LauraS
    • October 17, 2023

44. Catch up contributions

    By Guest pensionadmin, November 15, 2001
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • November 15, 2001

45. 1099-R Code 2

    By Guest Mary O'Connell, March 6, 2002
    • 2 replies
    • 1.8k views
    • 
    • Disco Stu
    • March 7, 2002

46. Matching Formula Based on Total (not 401(a)(17)) Comp

    By lkpittman, July 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • jaemmons
    • July 18, 2002

47. Bottom Up QNEC

    By Guest dll, January 13, 2003
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • January 13, 2003

48. Forced Cashout of Required Minimum Distribution

    By Guest PenGuy, December 8, 2003
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • December 8, 2003

49. Match Vesting Schedule

    By Guest jim williams, February 25, 2004
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • February 27, 2004

50. Compensation for Mid year Safe-Harbor Plan of Sole Proprietor

    By JButtrick, January 12, 2005
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • January 14, 2005