401(k) Plans

19,321 topics in this forum

1. Deferral Contribution Timing

   By Guest mb4, May 4, 2005
   • 2 replies
   • 1.4k views
   • 
   • rcline46
   • May 5, 2005

2. Contribution Limitations

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

3. 415 apply to double 401k deferrals?

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

4. Loans

   By Jilliandiz, November 3, 2005
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • November 5, 2005

5. Automatic Enrollment and automatic contribution increases

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

6. Shifting - Prior year testing

   By rcline46, February 19, 2009
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • February 20, 2009

7. ADP /ACP testing for merged plans

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

8. Requirements re opportunities to revoke a deferral election

   By Guest cstrong, June 9, 2005
   • 2 replies
   • 1.4k views
   • 
   • wmyer
   • June 10, 2005

9. Distributions

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

10. 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

11. Investment Advice- DOL

    By card, August 21, 2001
    • 0 replies
    • 1.4k views
    • 
    • card
    • August 21, 2001

12. Plan Fees - TPA Acting as Transfer Agent only

    By BeanCounterBlues, November 4, 2010
    • 0 replies
    • 1.4k views
    • 
    • BeanCounterBlues
    • November 4, 2010

13. ADP Testing

    By Guest cease, June 20, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 20, 2003

14. Gap income and short plan year

    By Guest mo again, September 1, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 1, 2000

15. New plan, existing company, highly comp ee's

    By Guest lindamichals, January 26, 2006
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • January 27, 2006

16. Union Employees

    By Guest MNR, September 3, 2002
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 3, 2002

17. 401k In Plan Roth Conversion Limitations

    By MGOAdmin, October 31, 2024   

    • roth conversion
    • 3 replies
    • 1.4k views
    • 
    • Bill Presson
    • November 1, 2024

18. Solo 401(k) / 415 limit / Catch-up

    By Guest JPIngold, March 17, 2011
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • March 21, 2011

19. Another Short Plan Year Question

    By Hoard1, November 3, 1999
    • 2 replies
    • 1.4k views
    • 
    • Hoard1
    • November 3, 1999

20. State Of The 401k Union

    By Guest saisson, August 15, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 15, 2001

21. document language, redux

    By Guest cbclark, March 23, 2011
    • 10 replies
    • 1.4k views
    • 
    • Guest
    • March 25, 2011

22. Below market rate of interest - Plan Loans

    By J. Bringhurst, April 23, 2013
    • 0 replies
    • 1.4k views
    • 
    • J. Bringhurst
    • April 23, 2013

23. Control Group merge into one company. Is this scenario ok?

    By K-t-F, August 9, 2021
    • 16 replies
    • 1.4k views
    • 
    • K-t-F
    • September 7, 2021

24. Direct investments in the prefunded account?

    By hockptuey, December 13, 2023
    • 7 replies
    • 1.4k views
    • 
    • Bird
    • December 14, 2023

25. A client of ours is starting their own "labor Pool". A way

    By Guest Chris Watt, February 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 13, 2001

26. Correction effects on tests for later years.

    By Guest tweber, September 17, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 17, 2001

27. Tuition Reimbursement

    By Becky Schwing, December 2, 2020
    • 1 reply
    • 1.4k views
    • 
    • CuseFan
    • December 2, 2020

28. When is a match not a match?

    By K2retire, October 20, 2011
    • 10 replies
    • 1.4k views
    • 
    • JanetM
    • October 24, 2011

29. Life Insurance Agent, a 401(k) Plan and Statutory Employee

    By CTipper, April 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • April 26, 2007

30. top heavy 401(k)

    By Santo Gold, February 27, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 27, 2006

31. 1099-R on Roth 401k excess deferral

    By karl, March 1, 2013
    • 0 replies
    • 1.4k views
    • 
    • karl
    • March 1, 2013

32. Forfeitures Not Used for SH... BUT

    By austin3515, February 2, 2016
    • 8 replies
    • 1.4k views
    • 
    • AdKu
    • February 8, 2016

33. HCE

    By mehmgo, March 5, 2012
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • March 6, 2012

34. Amending a Profit Sharing Plan to a 401(k)

    By Guest Jim Jesikiewicz, December 2, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 2, 2002

35. Tips on surviving a 401(k) audit?

    By Guest Crystal, March 8, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2000

36. Match Reduces Flex Dollars

    By Guest mrjones, June 14, 2006
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • June 14, 2006

37. Match on "Catch-up" and ACP

    By Guest Andy Mayo, June 25, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 25, 2001

38. How is deductibility determined (how is compensation for deductibility

    By John A, April 10, 2000
    • 0 replies
    • 1.4k views
    • 
    • John A
    • April 10, 2000

39. DOL audits on plan expenses

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

40. Inclusion of foreign earned income to see if HCE?

    By Guest Cheryl Wilson, May 12, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 12, 2000

41. Automatic Enrollment Notice

    By Guest Magic, October 20, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 20, 2006

42. Allocation of Profit Sharing Contributions

    By Guest Donaldson, January 31, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 31, 2003

43. SSNs on benefit statements

    By pcbenefits007, July 10, 2013
    • 6 replies
    • 1.4k views
    • 
    • masteff
    • July 10, 2013

44. Correction of late 401(k) deposits after the VFC program

    By buckaroo, November 26, 2003
    • 0 replies
    • 1.4k views
    • 
    • buckaroo
    • November 26, 2003

45. Secure File Transfer

    By 12AX7, October 26, 2010
    • 5 replies
    • 1.4k views
    • 
    • 12AX7
    • October 29, 2010

46. "Advanced" plan consulting (seminars / training resources?)

    By 401QUE, January 24, 2013
    • 4 replies
    • 1.4k views
    • 
    • 401QUE
    • January 25, 2013

47. Participant Loans

    By Brenda Wren, October 19, 2005
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • October 19, 2005

48. Otherwise excludables affect following year?

    By John A, July 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 30, 2001

49. Does disobeying the written plan tax-disqualify the plan?

    By Peter Gulia, July 12, 2019
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • July 15, 2019

50. 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