401(k) Plans

19,275 topics in this forum

1. Spin off from MEP

   By cpc0506, September 26, 2019
   • 0 replies
   • 1.3k views
   • 
   • cpc0506
   • September 26, 2019

2. SH amount owed

   By Becky Schwing, September 26, 2019
   • 7 replies
   • 1.3k views
   • 
   • Larry Starr
   • September 27, 2019

3. Safe Habor 401(k) - Incorrect Match

   By Guest rgorman, February 12, 2004
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • February 13, 2004

4. Can priest elect not to receive profit sharing contribution?

   By Guest Rags, August 23, 2009
   • 2 replies
   • 1.3k views
   • 
   • Ron Snyder
   • August 25, 2009

5. New plan with partial year safe harbor provisions

   By cpc0506, September 17, 2014
   • 5 replies
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • September 17, 2014

6. Convert only After-tax employee contributions via In-plan Roth rollover?

   By Will.I.Am, May 25, 2022
   • 6 replies
   • 1.3k views
   • 
   • Bill Presson
   • May 30, 2022

7. Prevailing Wage - HCE Exclusion

   By kevind2010, March 22, 2011
   • 0 replies
   • 1.3k views
   • 
   • kevind2010
   • March 22, 2011

8. Affiliated Service Group?

   By Jason Grant, March 23, 2021
   • 9 replies
   • 1.3k views
   • 
   • Luke Bailey
   • March 26, 2021

9. another fiscal year catch-up question

   By R. Butler, April 30, 2014
   • 2 replies
   • 1.3k views
   • 
   • R. Butler
   • May 2, 2014

10. Difference between determining non elective at end of plan year or per pay period

    By dragondon, November 8, 2022
    • 6 replies
    • 1.3k views
    • 
    • MWeddell
    • November 10, 2022

11. HCE definition

    By R. Butler, February 5, 2014
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • February 5, 2014

12. Sole Prop 401k Form 5500

    By nkaufman, September 5, 2017
    • 10 replies
    • 1.3k views
    • 
    • jsmith1985
    • September 7, 2017

13. Defination of age

    By mschwechter, February 1, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • February 1, 2005

14. Plan distribution fees and hardship withdrawals

    By blue, June 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 14, 2007

15. Top Heavy Minimums

    By Guest sbavely, April 20, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 20, 1999

16. Term 401k plan, payout, set up another in 12 months...

    By Oh so SIMPLE, June 8, 2012
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • June 11, 2012

17. Odd Plan Year Entry Dates

    By Tinman, August 18, 2010
    • 6 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 19, 2010

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

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

19. Rev. Proc. 2000-6

    By Guest Robin Hopkins, January 24, 2000
    • 2 replies
    • 1.3k views
    • 
    • davef
    • January 24, 2000

20. Pre tax health premiums and compensation

    By Guest tmills, March 11, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 11, 2010

21. Forfeiture erroneously not reallocated

    By Guest Sponias, August 31, 2006
    • 1 reply
    • 1.3k views
    • 
    • Ron Snyder
    • September 1, 2006

22. Last Day Rule question

    By Guest KD40, February 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • February 20, 2003

23. termination of (k) portion of KSOP prior to corporate merger

    By EGB, July 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • EGB
    • July 26, 2001

24. 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

25. Plan Document Excludes Key - Plan Fails

    By Vlad401k, March 13, 2015
    • 7 replies
    • 1.3k views
    • 
    • Kevin C
    • March 16, 2015

26. Exclusions

    By Guest Pension Girl, February 25, 2010
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 25, 2010

27. New Mexico Tax Extension

    By Dawn Hafner, August 1, 2001
    • 0 replies
    • 1.3k views
    • 
    • Dawn Hafner
    • August 1, 2001

28. Hardship distribution made in error

    By Guest David M, November 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • 2muchstress
    • November 13, 2002

29. Old 5310 and New Schedule Q

    By Guest PJW, May 16, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2002

30. 242b and RMD's

    By CLE401kGuy, April 25, 2016
    • 2 replies
    • 1.3k views
    • 
    • GMK
    • April 27, 2016

31. Plans with Before-tax and Roth 401(k) - Designation of excess

    By Guest philc, October 11, 2005
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • October 11, 2005

32. Control Group and ownership

    By cpc0506, January 19, 2011
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 19, 2011

33. 401K divorced spouse rights

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

34. Eliminate Loan Availability to Term Ppts Permitted?

    By cheersmate, June 21, 2019   

    • loans
    • loan availability
    • (and 2 more)

      Tagged with:

      • loans
      • loan availability
      • loans for active participants only
      • brf
    • 2 replies
    • 1.3k views
    • 
    • loserson
    • June 24, 2019

35. Existing solo 401k but has employees

    By Jakyasar, November 5, 2021
    • 10 replies
    • 1.3k views
    • 
    • chc93
    • November 12, 2021

36. They're here! (new limits!)

    By austin3515, October 28, 2010
    • 5 replies
    • 1.3k views
    • 
    • GMK
    • October 28, 2010

37. Automatic Enrollment--Ohio

    By Guest CRC02, January 29, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 29, 2003

38. Private Revenue Rulings-Roth Recharacterizations

    By Guest rahn46, October 4, 2001
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • October 4, 2001

39. 5% Owner -HCE status-ADP test

    By Pammie57, January 13, 2016
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • January 13, 2016

40. Lost Wages

    By Dazednconfused, February 23, 2022
    • 3 replies
    • 1.3k views
    • 
    • Nate S
    • February 23, 2022

41. 415 limit for limitation year that is not a calendar year

    By Guest terryh123, November 9, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 9, 2004

42. PEPs - the new frontier or just a bunch of noise?

    By JustMe, July 28, 2020
    • 7 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • July 30, 2020

43. Info that old TPA is obligated to supply for a takeover?

    By mming, June 10, 2015
    • 9 replies
    • 1.3k views
    • 
    • david rigby
    • June 10, 2015

44. Which states prohibit use of SSNs on mailings to participants?

    By stevena, September 19, 2003
    • 1 reply
    • 1.3k views
    • 
    • Kirk Maldonado
    • September 19, 2003

45. Roth IRA Rollover back into 401(k)

    By mlp0816, May 12, 2016   

    • Roth
    • 8 replies
    • 1.3k views
    • 
    • mlp0816
    • May 12, 2016

46. Matching contribution with employer stock

    By Guest Jay Walters, October 8, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 8, 1999

47. Maximum contribution

    By FJR, December 11, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • December 11, 2002

48. Safe Harbor Compensation

    By mming, January 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • January 6, 2006

49. Fidelity Bond Question

    By doombuggy, July 8, 2005
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • July 8, 2005

50. Are employees of Excludable Class part of ACP test

    By dmb, August 11, 2017
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • August 11, 2017