401(k) Plans

19,275 topics in this forum

1. Safe Harbor Notice

   By Guest igglesfan, December 18, 2007
   • 2 replies
   • 1.3k views
   • 
   • Tom Poje
   • December 19, 2007

2. New group in an existing profit sharing plan

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

3. 25% increase in Profit Sharing plan

   By FJR, May 23, 2002
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • May 23, 2002

4. 40k to MEP

   By Earl, March 15, 2016
   • 7 replies
   • 1.3k views
   • 
   • Earl
   • March 16, 2016

5. Employee elects Roth deferral by mistake

   By 30Rock, September 10, 2024
   • 9 replies
   • 1.3k views
   • 
   • fmsinc
   • September 12, 2024

6. Include amounts deferred in excess of plan limitations in the 401(k) t

   By Guest Mr. X, October 2, 2000
   • 1 reply
   • 1.3k views
   • 
   • R. Butler
   • October 2, 2000

7. Dr. has a $70,000 loan during 2004. What is the correction method?

   By Guest vqualplan, September 28, 2005
   • 2 replies
   • 1.3k views
   • 
   • mbozek
   • September 28, 2005

8. Investment - Question

   By Erik Read, October 22, 2001
   • 0 replies
   • 1.3k views
   • 
   • Erik Read
   • October 22, 2001

9. 408(p) and 402(g)

   By Guest HNT, September 29, 2005
   • 1 reply
   • 1.3k views
   • 
   • R. Butler
   • September 29, 2005

10. SIMPLE IRA and 401(k) P/S Plans

    By Guest, March 9, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 9, 2000

11. New controlled group and HCE status

    By R. Butler, February 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • February 7, 2002

12. Negative compensation

    By jkharvey, June 1, 2011
    • 0 replies
    • 1.3k views
    • 
    • jkharvey
    • June 1, 2011

13. Time-Sensitive "Negative Election" Question

    By Übernerd, April 8, 2005
    • 6 replies
    • 1.3k views
    • 
    • Übernerd
    • April 8, 2005

14. Change Safe harbor from match to non-elective

    By ombskid, December 21, 2007
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2007

15. 414(s) Compensation Question

    By justatester, November 18, 2010
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 19, 2010

16. Unnamed contingent beneficiaries: Children or Estate

    By TPApril, May 10, 2021
    • 4 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 12, 2021

17. Assumed 3% deferrals

    By Guest CGBS, February 15, 2000
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • February 16, 2000

18. New Safe Harbor today, effective 1/1/05?

    By Guest LTurner, December 9, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 9, 2005

19. Eligibility… Is a person eligible to contribute to a 401(k)?

    By Guest Cookiemonster, October 17, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 17, 2003

20. What makes a union plan cover only union employees?

    By jkharvey, October 14, 2013   

    • Adoption Agreement language
    • 5 replies
    • 1.3k views
    • 
    • buckaroo
    • October 16, 2013

21. Collectively Bargained Employees

    By Guest Giovanni, February 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • February 25, 2003

22. Definition of Compensation

    By Guest notapensiongeek, September 12, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 12, 2008

23. Early Eligibility for Safe Harbor Testing

    By smm, May 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • Archimage
    • May 16, 2003

24. 402g Limit - plan had changes during the year

    By Guest Achilles, March 21, 2003
    • 3 replies
    • 1.3k views
    • 
    • E as in ERISA
    • March 21, 2003

25. Computer Based Training on 401k

    By Guest mdcotton, May 3, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 3, 2000

26. Final regs say deferrals are treated as Employer contributions under IRC 404 - ? Also need help finding certain provisions in final regs.

    By Guest LMalone, July 28, 2005
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • July 29, 2005

27. Catch-up Contributions on Off-Calander Plans

    By Guest sritts, March 20, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 20, 2002

28. 401k for US co. owned 100% by German Company--Control Group???

    By Guest belfers@langgroup.com, February 11, 2003
    • 4 replies
    • 1.3k views
    • 
    • jpod
    • February 11, 2003

29. Start-up Plan

    By Guest RJF, July 20, 2006
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • July 20, 2006

30. When does eligible compensation start?

    By AlbanyConsultant, March 27, 2013
    • 1 reply
    • 1.3k views
    • 
    • Bill Presson
    • March 27, 2013

31. Rehire

    By PFranckowiak, September 14, 2011
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • September 14, 2011

32. Changing Plan Year in a Safe Harbor Plan

    By cpc0506, December 21, 2018
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • December 26, 2018

33. Safe harbor plan language

    By Guest SJPrince, April 21, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 21, 2000

34. Hardship distributions/Loans

    By Guest chris4013, June 3, 2005
    • 2 replies
    • 1.3k views
    • 
    • Archimage
    • June 3, 2005

35. Applying Federal short-term rate to late deposits when more than one q

    By John A, February 11, 2002
    • 0 replies
    • 1.3k views
    • 
    • John A
    • February 11, 2002

36. Change in ownership

    By austin3515, July 6, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • July 6, 2010

37. control group

    By S- Milwaukee, September 29, 2016   

    • failing combined testing.
    • 8 replies
    • 1.3k views
    • 
    • Tom Poje
    • October 4, 2016

38. Matching contribution rate disclosure

    By Guest Steve C., October 19, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 19, 2001

39. Safe Harbor Contributions?

    By Jilliandiz, July 12, 2005
    • 3 replies
    • 1.3k views
    • 
    • Jilliandiz
    • July 13, 2005

40. Automatic, passive, negative enrollments

    By Guest cody, May 20, 2005
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • June 1, 2005

41. Discretionary match option

    By Molly the cat, September 17, 2015   

    • discretionary
    • match
    • (and 1 more)

      Tagged with:

      • discretionary
      • match
      • multiple formulas
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • September 18, 2015

42. Two Company 401(k)s?

    By Guest JetService, January 24, 2006
    • 2 replies
    • 1.3k views
    • 
    • Lame Duck
    • January 24, 2006

43. Katrina Loans

    By Guest dietpepsi, October 6, 2005
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • October 6, 2005

44. Issue 1099 for loan if current on payments and no loan offset?

    By UM1234, April 4, 2014
    • 3 replies
    • 1.3k views
    • 
    • UM1234
    • April 4, 2014

45. Employer sent in $15,500 and CPA did not run it through payroll

    By Jim Chad, March 6, 2009
    • 7 replies
    • 1.3k views
    • 
    • K2retire
    • March 8, 2009

46. If a plan currently performs true ups at year end, and allows deferrals from bonus, can

    By Guest jhilliard, June 29, 2004
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2004

47. TEFRA Election on RMD

    By Becky Schwing, October 29, 2021
    • 4 replies
    • 1.3k views
    • 
    • Luke Bailey
    • November 2, 2021

48. Contribution for Participants in a Terminating Member of a Controlled

    By Guest Thornton, January 2, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • January 3, 2003

49. Same Name - Wrong Guy Got the 401k Money

    By Guest Robin S. Vatalaro, June 12, 2003
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • June 12, 2003

50. safe harbor 401(k)

    By k man, March 3, 2004
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • March 4, 2004