401(k) Plans

19,337 topics in this forum

1. Qualified Rollover

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

2. Vesting

   By Guest carsca, February 7, 2002
   • 2 replies
   • 1.6k views
   • 
   • actuarysmith
   • February 8, 2002

3. Safe Harbor education needed

   By Guest dbutton, April 19, 2004
   • 2 replies
   • 1.1k views
   • 
   • Archimage
   • April 19, 2004

4. non-elective safe harbor contribution

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

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

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

6. S-Corp compensation

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

7. Safe Harbor Plan

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

8. Pension Transfer Trust Plan

   By PAL, January 28, 2008
   • 2 replies
   • 4.9k views
   • 
   • david rigby
   • January 28, 2008

9. 410(b) Issue for 401(k) Plan

   By Guest emcelroy, July 23, 2009
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • July 24, 2009

10. Corrective Amendment for Ineligibles

    By Susan S., February 21, 2014
    • 2 replies
    • 881 views
    • 
    • Tom Poje
    • February 21, 2014

11. My company has a 401k plan, our new owner (a corp) does not have or wa

    By Guest e bercot, January 20, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 20, 2000

12. 2023 RMD expectancy tables

    By FT Retire, February 1, 2023
    • 2 replies
    • 833 views
    • 
    • Jeff Hartmann
    • February 3, 2023

13. Hardship Distributions--May Distributable Amount Include Earnings?

    By lkpittman, September 6, 2000
    • 2 replies
    • 1.6k views
    • 
    • lkpittman
    • September 7, 2000

14. Can employee deferrals be invested before profit sharing plan is actua

    By Guest vrp, September 28, 2000
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • September 28, 2000

15. Union Employees

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

16. changed mind on Safe Harbor

    By Guest JBarid, January 10, 2007
    • 2 replies
    • 1.2k views
    • 
    • Leopurrd
    • January 10, 2007

17. Consequences of Disqualification

    By Guest PBJ, March 1, 2007
    • 2 replies
    • 1.7k views
    • 
    • Peter Gulia
    • March 2, 2007

18. New group in an existing profit sharing plan

    By Guest SuzieQNEC, October 12, 2008
    • 2 replies
    • 1.3k views
    • 
    • J Simmons
    • October 12, 2008

19. Matching with company stock

    By Guest DBS1, December 2, 2008
    • 2 replies
    • 947 views
    • 
    • Guest
    • December 9, 2008

20. Removal of One Fund/Xfer Balance to Another Fund

    By Bruddah Kimo, March 9, 2009
    • 2 replies
    • 1.1k views
    • 
    • Bruddah Kimo
    • March 10, 2009

21. Controlled Group

    By Guest JanB, January 11, 2013
    • 2 replies
    • 1k views
    • 
    • MoJo
    • January 11, 2013

22. Hardship Withdrawal

    By Pammie57, October 31, 2018
    • 2 replies
    • 931 views
    • 
    • Pammie57
    • October 31, 2018

23. 20% withholding on plan distribution to satisfy IRS tax levy?

    By Wessex, May 11, 1999
    • 2 replies
    • 1.8k views
    • 
    • Wessex
    • May 12, 1999

24. Outstanding Checks

    By Guest Chris O'Daniel, September 23, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 27, 1999

25. Filed 5500-SF instead of 5500-EZ for several years – can I switch?

    By user12, January 4, 2024
    • 2 replies
    • 1.8k views
    • 
    • user12
    • January 9, 2024

26. If employer limits elective deferrals ......

    By Guest Moe Howard2, June 8, 2004
    • 2 replies
    • 1.1k views
    • 
    • k man
    • June 8, 2004

27. 1 Person 401(k) Plan - Required Contribution Amount?

    By Guest Michael Anderson, September 7, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 7, 2004

28. Terminated plan with small forfeiture balance

    By Guest rmyoung, October 19, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 19, 2004

29. Safe Harbor 3% NE

    By Guest Powers, November 10, 2006
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • November 13, 2006

30. W-2 and S Corp Income

    By Alex Daisy, March 9, 2009
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • March 9, 2009

31. Leased Employees

    By justatester, July 31, 2012
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 31, 2012

32. Failure of Plan Sponsor to Disclose Service Provider Fees

    By Guest arlene, December 7, 2012
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • December 7, 2012

33. SSA Transferred Participant Question

    By Vlad401k, July 2, 2021
    • 2 replies
    • 629 views
    • 
    • Lou S.
    • July 2, 2021

34. safe harbor quandary

    By Guest art, December 9, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 1998

35. where to account for forfeitiures on the 5500?

    By JHalligan, September 29, 2022
    • 2 replies
    • 740 views
    • 
    • JHalligan
    • September 29, 2022

36. SECURE 2.0: 401k plans that don't have Roth in them

    By AlbanyConsultant, February 1, 2023
    • 2 replies
    • 622 views
    • 
    • RatherBeGolfing
    • February 1, 2023

37. How do you compute vesting when service crediting method and computati

    By Guest mo again, April 20, 2001
    • 2 replies
    • 2.4k views
    • 
    • Alf
    • April 23, 2001

38. Question about uniform allocation formula

    By Guest lawdawg, November 20, 2001
    • 2 replies
    • 2.7k views
    • 
    • jaemmons
    • November 20, 2001

39. excess contribution

    By Guest ehayes, June 6, 2003
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 10, 2003

40. "on call" employees and determining hours of service

    By Guest MikeD, March 1, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 2, 2007

41. Affiliated Service Groups

    By Guest HRD, March 27, 2008
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • March 28, 2008

42. Mandatory IRA rollover 401(a)31(b)

    By Guest bouncingsoul, May 22, 2008
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • May 22, 2008

43. W-2 and S Corp Income

    By Alex Daisy, March 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • March 10, 2009

44. $1.10 SHMAC on 6%

    By Jim Chad, November 10, 2009
    • 2 replies
    • 1.2k views
    • 
    • Jim Chad
    • November 10, 2009

45. Allocation conditions for part time employees

    By 30Rock, August 16, 2011
    • 2 replies
    • 1.2k views
    • 
    • 30Rock
    • August 16, 2011

46. 401k death distribution, life insurance, RMD & 1099r

    By SusanKD, January 11, 2013
    • 2 replies
    • 3.4k views
    • 
    • mbozek
    • January 12, 2013

47. Eligibility

    By cdavis25, February 21, 2013
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • February 21, 2013

48. discretionary match after QACA SH contribution

    By bmore1147, April 6, 2018   

    • 401k
    • safe harbor
    • (and 3 more)

      Tagged with:

      • 401k
      • safe harbor
      • qaca
      • match
      • testing
    • 2 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 11, 2018

49. "Testing Quality Data"

    By austin3515, March 9, 2020
    • 2 replies
    • 778 views
    • 
    • austin3515
    • March 9, 2020

50. Enhanced to Basic Match - Mid Year

    By TN CPA, April 15, 2020
    • 2 replies
    • 624 views
    • 
    • Lou S.
    • April 15, 2020