401(k) Plans

19,321 topics in this forum

1. Terminating Money Purchase Plan - Starting new 401k Plan

   By coleboy, April 18, 2018
   • 6 replies
   • 1.4k views
   • 
   • CuseFan
   • April 18, 2018

2. final 401(k) regs

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

3. ADP Failure and Catch-up COntributions

   By perkinsran, December 10, 2004
   • 1 reply
   • 1.4k views
   • 
   • Bird
   • December 10, 2004

4. Late Employer Contributions under VCP

   By Guest medinael, October 30, 2007
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 30, 2007

5. Deferrals Not Suspended After Hardship

   By goldtpa, May 18, 2005
   • 1 reply
   • 1.4k views
   • 
   • WDIK
   • May 18, 2005

6. Partnership earned income/deferrals

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

7. Merging MP and PS Plans

   By MBCarey, July 30, 2003
   • 8 replies
   • 1.4k views
   • 
   • E as in ERISA
   • July 30, 2003

8. Deducting After-Tax Contributions

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

9. 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

10. conversion screw-up

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

11. Small Plan Audit Waiver to come under scrutiny

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

12. Years of service for previously excludible employee

    By Guest jim williams, January 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • January 3, 2001

13. Residential Loan Question

    By khn, March 27, 2014
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • March 27, 2014

14. Top Heavy Minimum Due - and Earnings?

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

15. Directed Trustee

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

16. Amendment of eligibility rules/entry dates

    By chris, December 1, 2004
    • 0 replies
    • 1.4k views
    • 
    • chris
    • December 1, 2004

17. tiered match

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

18. Employer Match and participant employment agreement

    By whitboston, January 4, 2017
    • 6 replies
    • 1.4k views
    • 
    • whitboston
    • January 5, 2017

19. Moderator Accidently ERASED CURRENT THREAD RE: 403(b) rollovers

    By LCARUSI, May 21, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 21, 1999

20. Plan Entry Date is Last Day of Plan Year

    By Guest, May 5, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 8, 2000

21. End of year employer Contribution and reporting on following year's 5500

    By legort69, August 15, 2013   

    • employer contribution
    • deduction
    • (and 1 more)

      Tagged with:

      • employer contribution
      • deduction
      • timing
    • 0 replies
    • 1.4k views
    • 
    • legort69
    • August 15, 2013

22. SEP and 401(k) Combo

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

23. SHNEC not contributed for Partners

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

24. Plan fails ADP test, but no refunds

    By BG5150, May 17, 2010
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • May 18, 2010

25. Age-50 Catch-up Contributions

    By Guest koolkidd, May 24, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 2004

26. Sole Proprietors and 401(k)

    By Guest jmurph, August 16, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 23, 1999

27. Misapplication of SH Allocation Formula

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

28. SSA locates missing participant

    By CLE401kGuy, May 28, 2014
    • 8 replies
    • 1.4k views
    • 
    • austin3515
    • June 16, 2014

29. Qualified College Tuition Plan, IRC 529 program

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

30. Accepting 403 b money into a 401 k plan

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

31. Investment Policy Statement

    By Pammie57, September 19, 2016
    • 6 replies
    • 1.4k views
    • 
    • MoJo
    • September 19, 2016

32. 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

33. Year End Census Requests & Social Security Numbers

    By Guest kgsingletary, November 25, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 26, 2003

34. Safe Harbor 401(k)

    By Guest Melissa Winslow, November 8, 1999
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • November 9, 1999

35. 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

36. ADP Refunds

    By Guest KD40, September 8, 2003
    • 1 reply
    • 1.4k views
    • 
    • pmacduff
    • September 8, 2003

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

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

38. 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

39. Deduction limits: Plan Total & Per Participant

    By Fred Payne, October 9, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • October 10, 2001

40. Retired participant with future receivables

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

41. Controlled Groups

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

42. Forfeiture of match and re-allocation

    By buckaroo, January 25, 2005
    • 1 reply
    • 1.4k views
    • 
    • FundeK
    • January 25, 2005

43. Excluded HCE Defer, Refund Effect

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

44. 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

45. Automatic rollovers and fees for distribution

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

46. Internal REvenue Codes

    By MBCarey, January 28, 2003
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 28, 2003

47. HCE excluded from 3% SH. Still get a TH pass?

    By BG5150, March 20, 2018
    • 6 replies
    • 1.4k views
    • 
    • Lou S.
    • March 20, 2018

48. Loan Amortization Hell

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

49. Partnership income for part of plan year?

    By Guest esi-jht, February 16, 2006
    • 2 replies
    • 1.4k views
    • 
    • MSN
    • March 17, 2010

50. Money Purchase Pension Plan

    By mlp0816, April 13, 2007
    • 2 replies
    • 1.4k views
    • 
    • mlp0816
    • April 13, 2007