401(k) Plans

19,321 topics in this forum

1. Untimely deposits listed on schedule I

   By Guest jkrad, January 14, 2005
   • 2 replies
   • 1.5k views
   • 
   • austin3515
   • January 15, 2005

2. Late 401(k) Deposits

   By Jilliandiz, August 22, 2005
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • August 22, 2005

3. same desk rule in asset sale

   By Gudgergirl, June 22, 2009
   • 2 replies
   • 2.8k views
   • 
   • masteff
   • June 23, 2009

4. 12 month due date of match contribution

   By Jim Chad, January 11, 2010
   • 2 replies
   • 984 views
   • 
   • Jim Chad
   • January 12, 2010

5. Exclusion from ACP Test

   By emmetttrudy, December 15, 2010
   • 2 replies
   • 2.3k views
   • 
   • fiona1
   • December 16, 2010

6. No one has a signed doc starting Plan in 2008

   By Jim Chad, August 16, 2011
   • 2 replies
   • 1.2k views
   • 
   • Jim Chad
   • August 17, 2011

7. Safe Harbor 401(k) & Plan Merger

   By R. Butler, February 21, 2014
   • 2 replies
   • 1.9k views
   • 
   • MWeddell
   • February 27, 2014

8. Control Group with Non-Profit

   By Sarah R, September 15, 2017
   • 2 replies
   • 3.4k views
   • 
   • Luke Bailey
   • September 20, 2017

9. Amend Standard 401k with company match

   By thepensionmaven, December 24, 2018
   • 2 replies
   • 418 views
   • 
   • thepensionmaven
   • December 24, 2018

10. Late Contributions - Lost Earnings 3 Years in a Row

    By Vlad401k, November 19, 2019
    • 2 replies
    • 546 views
    • 
    • RatherBeGolfing
    • November 20, 2019

11. How do I know if my plan invests a part or all of its assets in a master trust agreement?

    By Will Smith, July 29, 2020
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • July 30, 2020

12. PEPs and small TPA firm

    By LMK TPA, May 4, 2022
    • 2 replies
    • 852 views
    • 
    • Bird
    • May 6, 2022

13. ADP Calculation

    By Guest Beavis, December 7, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 7, 1998

14. B;azeSSI user's system

    By Cathy from Chicago, January 16, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 18, 2000

15. Involuntary cashout correction

    By 30Rock, January 3, 2024
    • 2 replies
    • 649 views
    • 
    • 30Rock
    • January 4, 2024

16. Comparable Plan

    By PMC, October 11, 2001
    • 2 replies
    • 1.5k views
    • 
    • PMC
    • October 11, 2001

17. Safe Harbor Contribution not contributed

    By 401kQ's, September 10, 2014   

    • safe harbor
    • plan disqualification.
    • 2 replies
    • 1.1k views
    • 
    • 401kQ's
    • September 10, 2014

18. Plan Termination and Successor Plan Rules

    By Alex Daisy, October 24, 2014
    • 2 replies
    • 3k views
    • 
    • david rigby
    • October 24, 2014

19. Change in Ownership - Closely Held Corp. Top Heavy Requirements

    By LangLangTPA, February 16, 2015
    • 2 replies
    • 992 views
    • 
    • Kevin C
    • February 16, 2015

20. Safe harbor mid-year amendments

    By Belgarath, September 1, 2016
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 1, 2016

21. Controlled Group Question

    By bzorc, May 30, 2017
    • 2 replies
    • 412 views
    • 
    • bzorc
    • May 30, 2017

22. Deferrals and PPP

    By Jakyasar, June 2, 2020
    • 2 replies
    • 566 views
    • 
    • Jakyasar
    • June 2, 2020

23. NRA = 65+5P and 100% Vesting

    By cheersmate, March 3, 2021
    • 2 replies
    • 1k views
    • 
    • cheersmate
    • March 10, 2021

24. Should I contribute

    By Guest Mike Schwing, November 20, 2003
    • 2 replies
    • 1.4k views
    • 
    • ccassetty
    • November 20, 2003

25. Are negative elections affected by state laws?

    By katieinny, June 29, 2004
    • 2 replies
    • 1.2k views
    • 
    • Harwood
    • June 29, 2004

26. Beneficiary Determination

    By Nassau, July 7, 2011
    • 2 replies
    • 1.4k views
    • 
    • Peter Gulia
    • July 8, 2011

27. Otherwise Excludable HCEs on ADP Test

    By ratherbereading, March 8, 2016   

    • ADP test
    • Excludable employees
    • (and 1 more)

      Tagged with:

      • ADP test
      • Excludable employees
      • Excludable HCEs
    • 2 replies
    • 3.6k views
    • 
    • Tom Poje
    • March 8, 2016

28. Another ECPRS Retroactive Eligibility Amendment question

    By RatherBeGolfing, April 5, 2017
    • 2 replies
    • 667 views
    • 
    • RatherBeGolfing
    • April 7, 2017

29. solo 401k

    By Raj, February 15, 2018
    • 2 replies
    • 761 views
    • 
    • imchipbrown
    • February 15, 2018

30. Terminated 401(k) plan

    By Cynchbeast, January 16, 2020
    • 2 replies
    • 500 views
    • 
    • Bird
    • January 17, 2020

31. Loan to S-Corp shareholder

    By Guest Larry J, December 7, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 8, 1998

32. Safe Harbor Contribution Required?

    By Dougsbpc, October 28, 2023
    • 2 replies
    • 478 views
    • 
    • Paul I
    • October 28, 2023

33. Feedback to prior post re: IRS audit

    By stevena, September 7, 2004
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • September 7, 2004

34. Deferral Contribution Timing

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

35. SH Regs

    By K-t-F, June 20, 2006
    • 2 replies
    • 1.2k views
    • 
    • K-t-F
    • June 20, 2006

36. Coverage Test

    By Guest 401kbee, April 24, 2009
    • 2 replies
    • 1.1k views
    • 
    • buckaroo
    • April 28, 2009

37. QNEC

    By Logan401, February 5, 2010
    • 2 replies
    • 1.8k views
    • 
    • Logan401
    • February 8, 2010

38. Combined Testing

    By sdix401k, June 14, 2012
    • 2 replies
    • 1.7k views
    • 
    • sdix401k
    • June 15, 2012

39. Excise tax for failed ADP test

    By Guest mo, April 25, 2000
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • April 25, 2000

40. PS allocation condition beyond plan year end?

    By WCC, January 3, 2024
    • 2 replies
    • 768 views
    • 
    • CuseFan
    • January 3, 2024

41. Union Employees

    By Guest MNR, September 3, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 3, 2002

42. catch up contributions

    By Guest joeplans, December 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 26, 2004

43. Safe Harbor Wait-and-See

    By Guest Giovanni, April 8, 2005
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 8, 2005

44. Qualified Rollover

    By Guest caddieadmin, March 1, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 1, 2007

45. Vesting

    By Guest carsca, February 7, 2002
    • 2 replies
    • 1.5k views
    • 
    • actuarysmith
    • February 8, 2002

46. Safe Harbor education needed

    By Guest dbutton, April 19, 2004
    • 2 replies
    • 1k views
    • 
    • Archimage
    • April 19, 2004

47. non-elective safe harbor contribution

    By thepensionmaven, November 10, 2004
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • November 11, 2004

48. Are Roth 401(k) Contributions Made Net of Tax?

    By Alf, October 11, 2005
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • October 11, 2005

49. S-Corp compensation

    By Guest mrtnak, December 28, 2005
    • 2 replies
    • 1.7k views
    • 
    • Lori Friedman
    • December 28, 2005

50. Safe Harbor Plan

    By Guest Melissa Yoder, November 10, 2006
    • 2 replies
    • 1.3k views
    • 
    • SteveH
    • November 10, 2006