401(k) Plans

19,321 topics in this forum

1. Pension Transfer Trust Plan

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

2. 410(b) Issue for 401(k) Plan

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

3. Corrective Amendment for Ineligibles

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

4. 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

5. 2023 RMD expectancy tables

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

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

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

7. 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

8. Union Employees

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

9. changed mind on Safe Harbor

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

10. Consequences of Disqualification

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

11. New group in an existing profit sharing plan

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

12. Matching with company stock

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

13. 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

14. Controlled Group

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

15. Hardship Withdrawal

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

16. 20% withholding on plan distribution to satisfy IRS tax levy?

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

17. Outstanding Checks

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

18. 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

19. If employer limits elective deferrals ......

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

20. 1 Person 401(k) Plan - Required Contribution Amount?

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

21. Terminated plan with small forfeiture balance

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

22. Safe Harbor 3% NE

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

23. W-2 and S Corp Income

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

24. Leased Employees

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

25. Failure of Plan Sponsor to Disclose Service Provider Fees

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

26. SSA Transferred Participant Question

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

27. safe harbor quandary

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

28. where to account for forfeitiures on the 5500?

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

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

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

30. 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

31. Question about uniform allocation formula

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

32. excess contribution

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

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

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

34. Affiliated Service Groups

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

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

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

36. W-2 and S Corp Income

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

37. $1.10 SHMAC on 6%

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

38. Allocation conditions for part time employees

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

39. 401k death distribution, life insurance, RMD & 1099r

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

40. Eligibility

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

41. 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

42. "Testing Quality Data"

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

43. Enhanced to Basic Match - Mid Year

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

44. APRSC

    By Guest JB2, December 10, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 11, 1998

45. Partial Termination

    By Guest wwest, September 17, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 27, 1999

46. 401(K) Match Eligibility Based on Scheduled Hours?

    By DayinJune, June 26, 2024
    • 2 replies
    • 1.1k views
    • 
    • Paul I
    • June 26, 2024

47. Vesting Changes Under EGTRRA

    By Guest yerisa, July 19, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 19, 2001

48. New post, much clearer!Catch-up Contribution

    By Jilliandiz, April 8, 2005
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • April 8, 2005

49. Does Safe Harbor Matching Contr count toward meeting Top Heavy requirement

    By Guest nancy814, February 5, 2010
    • 2 replies
    • 2k views
    • 
    • Logan401
    • February 5, 2010

50. Hardship for Medical Expenses Not Yet Incurred

    By Guest SWH, July 8, 2011
    • 2 replies
    • 7.8k views
    • 
    • Guest
    • July 8, 2011