401(k) Plans

19,321 topics in this forum

1. Litigation proceeds

   By Guest agsmith, July 23, 2003
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • July 23, 2003

2. Can a company from US Territories adopt a plan from here?

   By Rai401k, June 8, 2005
   • 0 replies
   • 1.4k views
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   • Rai401k
   • June 8, 2005

3. 401K TO A ROTH IRA

   By Guest tim22, April 4, 2004
   • 3 replies
   • 1.4k views
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   • Guest
   • April 5, 2004

4. 3 months eligibility with 520 hours

   By jsample, August 2, 2025
   • 6 replies
   • 1.4k views
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   • Below Ground
   • August 5, 2025

5. Cessation of Safe Harbor Profit Sharing

   By mschwechter, January 26, 2005
   • 2 replies
   • 1.4k views
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   • mbozek
   • January 26, 2005

6. 401(k) Plans for Loans Only?

   By coleboy, March 12, 2018
   • 9 replies
   • 1.4k views
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   • Mike Preston
   • March 12, 2018

7. Self-Directed Brokerage Accounts in Multiple Employer Plan

   By kevind2010, December 22, 2011
   • 3 replies
   • 1.4k views
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   • Guest
   • December 25, 2011

8. Asset Based TPA Funds / Return to Plan (How?)

   By BeanCounterBlues, November 24, 2008
   • 4 replies
   • 1.4k views
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   • WDIK
   • November 24, 2008

9. 2019 PS - now want to fund but already filed tax return

   By doombuggy, May 18, 2020
   • 7 replies
   • 1.4k views
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   • Bird
   • May 21, 2020

10. Can match contributions for the 1999 plan year be reduced prior to the

    By Guest EBC, December 21, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • December 21, 1999

11. Correcting failed ADP test with transfer to 403b plan

    By Pam S., August 14, 2009
    • 2 replies
    • 1.4k views
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    • Pam S.
    • August 18, 2009

12. returning excess allocations

    By Guest nynaeve, September 10, 2009
    • 1 reply
    • 1.4k views
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    • Tom Poje
    • September 11, 2009

13. Seasonal Employees

    By DTH, August 8, 2002
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • August 12, 2002

14. Mandatory Distribution at NRA

    By Jake Wright, April 15, 2020
    • 6 replies
    • 1.4k views
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    • Luke Bailey
    • May 21, 2020

15. available loan funds

    By cpc0506, November 17, 2010
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • November 18, 2010

16. Sample Employer Policy on frequency allowing changes to deferrals?

    By Guest JPAdmin, March 26, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 28, 2002

17. Is a non employee owner an HCE?

    By Guest richez, January 27, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 29, 2004

18. safe harbor plan

    By Gary, August 30, 2010
    • 7 replies
    • 1.4k views
    • 
    • Gary
    • September 3, 2010

19. Multiple Use Testing

    By Guest TrustMe401k, February 23, 2000
    • 1 reply
    • 1.4k views
    • 
    • M R Bernardin
    • February 23, 2000

20. deferred comp

    By fidu, July 10, 2002
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • July 10, 2002

21. Deposit Verification of 401(k)Assets for Mortgage Loans

    By Guest gerryg, November 29, 2007
    • 1 reply
    • 1.4k views
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    • jevd
    • November 29, 2007

22. Is adopting a volume submitter considered an amendment to an existing plan.

    By Guest jcarlos, March 7, 2005
    • 5 replies
    • 1.4k views
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    • Bird
    • March 7, 2005

23. EE expected to work greater than 20 hrs/wk but does not

    By blue, March 19, 2009
    • 5 replies
    • 1.4k views
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    • Jim Chad
    • March 20, 2009

24. Control Group

    By goldtpa, July 10, 2003
    • 2 replies
    • 1.4k views
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    • goldtpa
    • July 10, 2003

25. Coverage Testing for 401(k) Plan

    By Guest asire2002, April 1, 2003
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 1, 2003

26. ACA Mid Year

    By Doghouse, July 10, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 10, 2009

27. Partnership/K-1 404 deduction limit

    By ratherbereading, February 17, 2021
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 19, 2021

28. Lost Wages

    By Dazednconfused, February 23, 2022
    • 3 replies
    • 1.4k views
    • 
    • Nate S
    • February 23, 2022

29. DB and DC overlapping ppt - or not?

    By John Feldt ERPA CPC QPA, January 27, 2006
    • 0 replies
    • 1.4k views
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    • John Feldt ERPA CPC QPA
    • January 27, 2006

30. Safe Harbor Discretionay Match Top Heavy

    By sdix401k, November 13, 2006
    • 1 reply
    • 1.4k views
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    • Tom Poje
    • November 13, 2006

31. Pro's and con's of a FY versus CY 401 k plan year?

    By Guest BarbaraB, June 7, 2010
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • June 7, 2010

32. Employer's stock NUA - clarifiacation.

    By Guest kazand, November 7, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 2000

33. Ever heard of "life-time catch-ups" or "Special Election A"

    By doombuggy, November 7, 2003
    • 4 replies
    • 1.4k views
    • 
    • doombuggy
    • November 11, 2003

34. ADP returns for union/nonunion tests

    By Guest anne1, January 11, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • January 11, 2006

35. Disclosure obligations for Employer stock alternative

    By Guest Lisha, January 5, 2005
    • 1 reply
    • 1.4k views
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    • Kirk Maldonado
    • January 6, 2005

36. Is there any way to exclude a non owner dentist from TH and let him defer in a Sole Prop?

    By Jim Chad, March 23, 2010
    • 7 replies
    • 1.4k views
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    • Jim Chad
    • March 30, 2010

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

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

38. Trading of Employer Stock Suspended

    By Guest halka, October 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 12, 2001

39. Schedule P Revision necessry?

    By Guest beachday, September 26, 2002
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • September 28, 2002

40. excludable employees and the adp test

    By Guest dubya, November 29, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • November 29, 2001

41. Non-discrimination Testing

    By AJ North, January 25, 2012
    • 3 replies
    • 1.4k views
    • 
    • AJ North
    • January 26, 2012

42. State Law and Catch Up Contributions

    By Guest KFLETT, December 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2002

43. COMPANY B PURCHASES ONLY THE ASSETS OF COMPANY A. COMPANY A HAS A 401K PLAN COMPANY B DOES NOT HAS A PLAN. WHAT HAPPENS TO CO. A PLAN"?

    By Guest ROB VIDOVICH, September 20, 2004
    • 2 replies
    • 1.4k views
    • 
    • chris
    • September 20, 2004

44. Insurance Contracts / Trust Exemption

    By austin3515, April 26, 2013
    • 6 replies
    • 1.4k views
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    • austin3515
    • June 3, 2013

45. LAte Employee Deferrals

    By austin3515, January 10, 2003
    • 2 replies
    • 1.3k views
    • 
    • RCK
    • January 10, 2003

46. catch up and corrections

    By Guest honey grahams, August 18, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 19, 2005

47. IRS audit and eligibility definition

    By pmacduff, April 25, 2012
    • 4 replies
    • 1.3k views
    • 
    • pmacduff
    • April 26, 2012

48. Difference between 401(a)30 and 402(g)-EPCRS application

    By BG5150, May 2, 2022
    • 5 replies
    • 1.3k views
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    • BG5150
    • May 4, 2022

49. Question about controlled groups

    By Guest ANON-MD, June 25, 2009
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • June 26, 2009

50. Plan sponsor cannot be located - now what?

    By John A, September 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • September 26, 2001