401(k) Plans

19,335 topics in this forum

1. Hybrid Safe Harbor design?

   By MPLSLAW, March 7, 2016   

   • Safe harbor plans
   • 7 replies
   • 1.4k views
   • 
   • austin3515
   • March 7, 2016

2. Short Plan Yar Help

   By imchipbrown, February 23, 2006
   • 0 replies
   • 1.4k views
   • 
   • imchipbrown
   • February 23, 2006

3. Employer Match and participant employment agreement

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

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

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

5. Removing Safe Harbor 3% in 2011

   By cpc0506, March 16, 2011
   • 5 replies
   • 1.4k views
   • 
   • QDROphile
   • March 17, 2011

6. Different vesting schedules

   By 30Rock, March 28, 2025
   • 5 replies
   • 1.4k views
   • 
   • 30Rock
   • March 29, 2025

7. Special Tax Notice and Roth contributions

   By Guest breakwater, March 31, 2006
   • 1 reply
   • 1.4k views
   • 
   • namealreadyinuse
   • March 31, 2006

8. Refund due to participant election error?

   By EPCRSGuru, February 27, 2023
   • 7 replies
   • 1.4k views
   • 
   • Roycal
   • March 1, 2023

9. Deducting After-Tax Contributions

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

10. additonal income for S corp owner

    By s2mone, February 1, 2019   

    • compenstion
    • s corp
    • (and 1 more)

      Tagged with:

      • compenstion
      • s corp
      • adp
    • 8 replies
    • 1.4k views
    • 
    • jpod
    • February 5, 2019

11. 414s Testing for Safe Harbor Plans

    By justatester, September 6, 2022
    • 4 replies
    • 1.4k views
    • 
    • MWeddell
    • September 8, 2022

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. Too much withheld from paycheck

    By Guest Peggy806, March 2, 2010
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 2, 2010

14. Top Heavy Minimum Due - and Earnings?

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

15. another deduction question

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

16. Participant Loans

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

17. 415 and Off Calendar Year Catch-Up Conts (Again)

    By buckaroo, November 20, 2007
    • 2 replies
    • 1.4k views
    • 
    • buckaroo
    • November 21, 2007

18. CD's as Securities

    By Hoard1, May 17, 2000
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • May 24, 2000

19. HCE Aggregation and Coverage Transition

    By Gruegen, October 15, 2003
    • 0 replies
    • 1.4k views
    • 
    • Gruegen
    • October 15, 2003

20. final 401(k) regs

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

21. 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

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

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

23. Employer Withheld Too Much 401k - correction required?

    By cheersmate, February 2, 2021   

    • 401k correction
    • employer withheld too much
    • 6 replies
    • 1.4k views
    • 
    • cheersmate
    • February 3, 2021

24. Cycle 3 Restatements

    By Stash026, December 17, 2020
    • 3 replies
    • 1.4k views
    • 
    • Dave Baker
    • December 18, 2020

25. ADP Failure and Catch-up COntributions

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

26. Plan fails ADP test, but no refunds

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

27. What to do with plan when self employed doctor sells practice and moves to another city.

    By jkharvey, August 9, 2005
    • 5 replies
    • 1.4k views
    • 
    • mbozek
    • August 10, 2005

28. Age-50 Catch-up Contributions

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

29. 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

30. Relius Paperless Loan Process

    By Guest Pension250, August 11, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 11, 2010

31. Misapplication of SH Allocation Formula

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

32. Residential Loan Question

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

33. Distribution basis recovery

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

34. Non Discrimination Testing for Amendment Permitting Early Entry Into 401(k) Plan

    By PensionPro, February 25, 2022
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 8, 2022

35. tiered match

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

36. Plan Entry Date is Last Day of Plan Year

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

37. 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

38. Deposit of deferrals - Blue Book Q&A

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

39. SEP and 401(k) Combo

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

40. 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

41. Year End Census Requests & Social Security Numbers

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

42. IRS Targeting of 5300 Filings?

    By Blackbirch, May 29, 2013   

    • Determination Letter 5300 IRS
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 29, 2013

43. Incorrect Salary Deferral Deduction

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

44. Prevailing Wage and ACP Test

    By Catch22PGM, June 26, 2020   

    • david bacon; sca; service contract act
    • safe harbor match
    • (and 1 more)

      Tagged with:

      • david bacon; sca; service contract act
      • safe harbor match
      • acp test
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • June 30, 2020

45. Deferrals Not Suspended After Hardship

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

46. New plan waives entry requirements for anyone hired on a certain date

    By jkharvey, May 5, 2014   

    • Only the 3 owners meet it
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • May 5, 2014

47. Term'd participant is now perm. disabled

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

48. Money Purchase Pension Plan

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

49. Directed Trustee

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

50. TEFRA Election on RMD

    By Becky Schwing, October 29, 2021
    • 4 replies
    • 1.4k views
    • 
    • Luke Bailey
    • November 2, 2021