401(k) Plans

19,321 topics in this forum

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

   By cheersmate, February 2, 2021   

   • 401k correction
   • employer withheld too much
   • 6 replies
   • 1.3k views
   • 
   • cheersmate
   • February 3, 2021

2. 5330 related for lost earnings on late 401k deferral deposit - is there a minimum?

   By Jakyasar, July 28, 2021
   • 4 replies
   • 1.3k views
   • 
   • D Lewis
   • August 4, 2021

3. Hardship Withdrawal

   By MarZDoates, June 12, 2003
   • 2 replies
   • 1.3k views
   • 
   • Harwood
   • June 16, 2003

4. Compensation Test

   By Guest MEWilson, August 15, 2003
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • August 19, 2003

5. Safe Harbor Plan Amendment

   By perkinsran, March 12, 2015
   • 6 replies
   • 1.3k views
   • 
   • Kevin C
   • March 16, 2015

6. Egtrra

   By Archimage, June 20, 2002
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • June 20, 2002

7. May a foreign government adopt a 401(k) for its US Employees?

   By Guest W J Parks, December 5, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • December 5, 2000

8. Discretionary Match Issue

   By Guest CathyS, March 15, 2007
   • 3 replies
   • 1.3k views
   • 
   • Kimberly S
   • March 16, 2007

9. withdrawl from multiple er plan and transfer of assets

   By Draper55, May 25, 2012
   • 1 reply
   • 1.3k views
   • 
   • 00hskrgrl
   • June 22, 2012

10. Late-year amendment to add 401(k) a BRF problem?

    By Guest Hilarion, December 22, 2003
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • December 23, 2003

11. Eligibility & entry date

    By pmacduff, January 31, 2005
    • 5 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • January 31, 2005

12. S-corp and definition of compensation

    By cpc0506, June 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • June 18, 2010

13. Conversion from 401(k) to SIMPLE-401k

    By perkinsran, October 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • October 6, 2003

14. Controlled group and same desk rule after EGTRRA

    By Guest Lawrence_Groves, July 21, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 21, 2004

15. S Corp, single company, 401(k) withholding for owners

    By HarleyBabe, January 19, 2021
    • 5 replies
    • 1.3k views
    • 
    • Bill Presson
    • January 22, 2021

16. Corporate taxes in relation to 401(k) contribution matching

    By Guest bwhitaker, January 28, 2004
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • January 31, 2004

17. Earnings Calc on 415 Excess

    By Guest mac_qka, August 26, 2008
    • 3 replies
    • 1.3k views
    • 
    • ERISAnut
    • August 27, 2008

18. Employer Matching Contributions

    By Guest Emiliano, July 31, 2001
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • July 31, 2001

19. Correcting Pla that Violated 401(k)(10)

    By Guest Aaron Pierce, July 15, 2002
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • July 16, 2002

20. Safe Harbor Match Plan permissible to exclude HCE's and give lesser non Safe Harbor Match

    By hsctpa, December 14, 2021
    • 4 replies
    • 1.3k views
    • 
    • duckthing
    • December 16, 2021

21. EACA

    By Guest morprod, August 14, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 14, 2008

22. Timing of catch-up amendment

    By Guest Catch-upper in the Rye, July 1, 2002
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • July 2, 2002

23. Net Unrealized Appreciation (NUA) used in determing the cost basis of

    By Guest Donald H. Miller, April 20, 2000
    • 1 reply
    • 1.3k views
    • 
    • Jon Chambers
    • May 1, 2000

24. Allocating Foreitures

    By Guest A_Dude, September 27, 2013
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • September 28, 2013

25. Is an annual 401k Safe Harbor Notice required?

    By four01kman, November 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 10, 2003

26. "Employee Elective Deferral Failure" under RP 2019-19

    By Belgarath, July 2, 2019
    • 2 replies
    • 1.3k views
    • 
    • Below Ground
    • August 14, 2019

27. Participant Statements

    By Mr B., November 4, 2011
    • 7 replies
    • 1.3k views
    • 
    • austin3515
    • November 7, 2011

28. Exclusion of eligible employees and QNEC's

    By Sully, March 8, 2006
    • 0 replies
    • 1.3k views
    • 
    • Sully
    • March 8, 2006

29. Comp limit used for deferral contributions

    By Guest 2341mid, November 12, 2003
    • 7 replies
    • 1.3k views
    • 
    • david rigby
    • November 13, 2003

30. Correction of employee erroneously excluded for 2015

    By Carol V. Calhoun, July 21, 2015   

    • Rev. Proc. 2015-28
    • 0 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • July 21, 2015

31. charging fees only to terminated participants

    By MR, May 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • MR
    • May 3, 2004

32. 8717 - User Fee

    By Guest DTrom, January 15, 2005
    • 4 replies
    • 1.3k views
    • 
    • GBurns
    • January 16, 2005

33. HCEs in the First Year of a Plan

    By Guest MAWalsh, February 13, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • February 13, 2003

34. Inc. vs LLP. one owner, two plans?

    By TPApril, May 6, 2021
    • 6 replies
    • 1.3k views
    • 
    • Jakyasar
    • May 7, 2021

35. Part-time employees

    By Guest John Nelson, December 12, 2002
    • 2 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • December 12, 2002

36. Top Heavy percentage

    By Dazednconfused, November 23, 2010
    • 3 replies
    • 1.3k views
    • 
    • Dazednconfused
    • November 23, 2010

37. Safe Harbor Match Arrangement

    By MBCarey, August 30, 2007
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 31, 2007

38. New owner continue plan of bankrupt co.?

    By John A, July 25, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • July 25, 2001

39. Catch-up possible if no comp?

    By Guest Pennysaver, March 18, 2010
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 22, 2010

40. 401(k) testing and remediation

    By Guest ojs000, January 25, 2010
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • January 25, 2010

41. Are Companies Stopping 401(k) Match?

    By Guest rmeigs, March 18, 2003
    • 1 reply
    • 1.3k views
    • 
    • Fredman
    • March 18, 2003

42. safe harbor timing question

    By K2retire, November 6, 2008
    • 2 replies
    • 1.3k views
    • 
    • K2retire
    • November 6, 2008

43. Top-heavy contribution requirement in new 401(k) plan in year when top

    By John A, December 13, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • December 13, 2000

44. QDIA Notices and Default Investments

    By Pammie57, November 25, 2015
    • 1 reply
    • 1.3k views
    • 
    • 401king
    • November 25, 2015

45. 401K divorced spouse rights

    By Guest wolf, March 6, 2003
    • 5 replies
    • 1.3k views
    • 
    • mbozek
    • March 6, 2003

46. Safe-harbor enhanced match

    By Guest csayles, February 28, 2014
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2014

47. Company Stock Intraday Trading

    By Guest btooz, January 21, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 29, 2003

48. One-Time Opt Out by HCE Applies to Match/PS Contribution Only??

    By Christine Roberts, March 14, 2002
    • 0 replies
    • 1.3k views
    • 
    • Christine Roberts
    • March 14, 2002

49. Amending 401(k) to SIMPLE 401(k)

    By R. Butler, October 1, 2007
    • 3 replies
    • 1.3k views
    • 
    • MSN
    • October 2, 2007

50. Primary Residence Loans

    By rlb64, January 3, 2005
    • 2 replies
    • 1.3k views
    • 
    • rlb64
    • January 3, 2005