401(k) Plans

19,276 topics in this forum

1. Required Minimum Distributions

   By Guest WyrickL, October 21, 2002
   • 1 reply
   • 1.4k views
   • 
   • Appleby
   • October 21, 2002

2. Sole Prop defers on draw, then has zero Sch. C income

   By Belgarath, August 31, 2020
   • 12 replies
   • 1.4k views
   • 
   • Bird
   • September 1, 2020

3. Counting deferrals under the leasing company's plan (for staffers) as

   By nancy, November 29, 1999
   • 0 replies
   • 1.4k views
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   • nancy
   • November 29, 1999

4. Automatic rollovers and fees for distribution

   By E as in ERISA, March 30, 2005
   • 3 replies
   • 1.4k views
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   • austin3515
   • March 31, 2005

5. Retirement Plan Statistics

   By Guest LSULLIVAN, April 5, 2006
   • 1 reply
   • 1.4k views
   • 
   • Dave Baker
   • April 5, 2006

6. Excluding from testing EE left with less than 500 hours

   By Jim Chad, February 9, 2022
   • 6 replies
   • 1.4k views
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   • CuseFan
   • February 9, 2022

7. Merging SH Plan into Non-SH Plan

   By austin3515, August 29, 2014
   • 6 replies
   • 1.4k views
   • 
   • Kevin C
   • September 2, 2014

8. controlled group and ADP testing

   By eilano, June 30, 2005
   • 4 replies
   • 1.4k views
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   • Belgarath
   • July 1, 2005

9. deduction limits for short taxable year

   By Guest ecleverdon, March 30, 2007
   • 0 replies
   • 1.4k views
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   • Guest
   • March 30, 2007

10. 401(k) loan interest rate and how do employees on straight commission pay back their loan if sometimes they get no pay?

    By RayJJohnsonJr, January 11, 2017
    • 7 replies
    • 1.4k views
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    • MWeddell
    • January 24, 2017

11. Incorrect Salary Deferral Deduction

    By Guest fidelityrose, May 13, 2010
    • 0 replies
    • 1.4k views
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    • Guest
    • May 13, 2010

12. Discretionary matching contributions

    By Guest Roger K., September 5, 2006
    • 2 replies
    • 1.4k views
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    • QDROphile
    • September 6, 2006

13. Date by Which New 401(k) Plans can adopt Safe Harbor status for 1999

    By Guest David Danziger, February 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 9, 1999

14. Safe harbor

    By Guest jim williams, July 29, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 30, 2003

15. Paperless?

    By austin3515, March 28, 2011
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • March 29, 2011

16. Automatic Enrollment & Liability

    By Guest jhilliard, July 31, 2003
    • 4 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • July 31, 2003

17. fiscal cliff legislation and roth 401k

    By tertue, January 4, 2013
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • January 4, 2013

18. Loan Amortization Hell

    By Guest PensionGeek, September 12, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 15, 2005

19. Investment Expense Reimbursible?

    By imchipbrown, April 4, 2000
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • April 7, 2000

20. Distribution basis recovery

    By Sue H, April 8, 1999
    • 1 reply
    • 1.4k views
    • 
    • LCARUSI
    • April 20, 1999

21. Late ADP refund

    By Guest padmin, December 17, 2007
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • December 17, 2007

22. Catch Up in Top Heavy 401(k) PS plan

    By MBCarey, January 27, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 28, 2004

23. Can multiple plans be on same document if not a prototype and not a mu

    By John A, April 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 21, 2002

24. Updating Solo 401(k)s for GUST

    By dmb, August 20, 2003
    • 2 replies
    • 1.4k views
    • 
    • dmb
    • August 20, 2003

25. Leave of Abscence relating to testing

    By Guest Achilles, June 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 27, 2001

26. Can an EE pay in deferrals after their last check of the year has been processed?

    By Guest Ashlea, December 22, 2004
    • 8 replies
    • 1.4k views
    • 
    • Alf
    • December 23, 2004

27. Required match - due date? consequences of missing due date?

    By John A, October 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • October 11, 2001

28. Contribution Limitations

    By Guest hkraft, December 16, 1998
    • 1 reply
    • 1.4k views
    • 
    • Larry M
    • December 17, 1998

29. 415 apply to double 401k deferrals?

    By Guest rickw, June 3, 2005
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • June 3, 2005

30. Tax liability on Deceased unpaid loan

    By Guest Josh Hahn, June 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Medusa
    • June 6, 2001

31. Loan re-financing

    By Guest jvandyke, July 29, 2005
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • July 29, 2005

32. Post-Tax vs. Pre-Tax

    By Guest Rosemary Raymer, September 30, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 30, 2002

33. Extra Loan Payments

    By Guest RMPension, June 9, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 9, 2005

34. Waiving out of 401(k) Plan

    By Guest KMP, July 9, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 9, 2003

35. EGTRRA and anti-cutback rules

    By Guest JDL, November 13, 2002
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • November 14, 2002

36. Excess Contributions - Deduction and return of money question

    By Guest JVH, September 23, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 2004

37. Integration with Social Security

    By Alex Daisy, November 9, 2010
    • 3 replies
    • 1.4k views
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    • austin3515
    • November 10, 2010

38. Who is entitled to money earned from a correction of a mistake?

    By Guest Cliff Langwith, January 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • bzorc
    • January 7, 2000

39. QACA Plan

    By 52626, February 25, 2022
    • 4 replies
    • 1.4k views
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    • Gadgetfreak
    • February 27, 2022

40. Participant Loans

    By Jilliandiz, July 25, 2005
    • 3 replies
    • 1.4k views
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    • Belgarath
    • July 25, 2005

41. Qualified College Tuition Plan, IRC 529 program

    By Guest pnhem, December 14, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 14, 2000

42. Different Conributions Based on Marital Status

    By Guest MDG, November 4, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 10, 2003

43. deduction timing

    By gregburst, April 22, 2015
    • 4 replies
    • 1.4k views
    • 
    • mbozek
    • April 23, 2015

44. Automatic Enrollment and automatic contribution increases

    By Guest philc, July 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • four01kman
    • July 29, 2005

45. Terminated Plan - final 5500

    By Florence, January 9, 2022
    • 8 replies
    • 1.4k views
    • 
    • Bird
    • January 11, 2022

46. Tax Cut and Jobs Act - Hardship / Casualty Loss Impact

    By Gruegen, January 4, 2018
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • January 9, 2018

47. ADP /ACP testing for merged plans

    By Guest hyper, August 1, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 1, 2005

48. Distributions

    By Jilliandiz, March 30, 2006
    • 3 replies
    • 1.4k views
    • 
    • MWeddell
    • March 30, 2006

49. Top Heavy Safe Harbor 401(k) Plan with different eligibilty requirements

    By Guest vqualplan, August 5, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • August 8, 2005

50. Excluded HCE Defer, Refund Effect

    By The 402"(G)", May 26, 2016
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • May 27, 2016