401(k) Plans

19,275 topics in this forum

1. Key Determination - Officer, need advice

   By stephen20, January 5, 2021
   • 7 replies
   • 1.3k views
   • 
   • C. B. Zeller
   • January 6, 2021

2. Effect of contributions to a SIMPLE and a 401(k).

   By Guest, March 21, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 21, 2000

3. Top Heavy

   By Guest babs51, May 24, 2005
   • 2 replies
   • 1.3k views
   • 
   • JanetM
   • May 26, 2005

4. discretionary true-up match amendment

   By Roxie99, July 8, 2022
   • 6 replies
   • 1.3k views
   • 
   • Roxie99
   • July 19, 2022

5. In Service Distributions after 59 1/2

   By Guest Sbart62, November 9, 2007
   • 1 reply
   • 1.3k views
   • 
   • Trekker
   • November 9, 2007

6. Initial 3 month Safe Harbor 401(k Plan Year

   By Schwiggin, October 26, 2018
   • 2 replies
   • 1.3k views
   • 
   • Kevin C
   • October 26, 2018

7. 20% Mandatory Tax Credit Distribution - REFUND

   By Guest PAINPA, October 12, 2005
   • 5 replies
   • 1.3k views
   • 
   • Erik Read
   • October 12, 2005

8. Plan contributions

   By Gary, June 4, 2010
   • 5 replies
   • 1.3k views
   • 
   • austin3515
   • June 5, 2010

9. 401(k) Buy/Sell Program for Employer Stock

   By ERISA25, September 16, 2012
   • 10 replies
   • 1.3k views
   • 
   • Guest
   • September 26, 2012

10. extra contributions

    By eilano, August 3, 2006
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • August 4, 2006

11. Two 415 limits?

    By K-t-F, September 7, 2006
    • 2 replies
    • 1.3k views
    • 
    • K-t-F
    • September 7, 2006

12. Individual contribution, deferral limits

    By Gary, December 28, 2009
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • December 30, 2009

13. Top Heavy question regarding a "Former" Key EE

    By Guest KD40, February 6, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 7, 2003

14. distribution w/ no withholding

    By Guest babs51, April 11, 2006
    • 4 replies
    • 1.3k views
    • 
    • Archimage
    • April 13, 2006

15. Surrender Fees

    By Guest chris4013, April 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • April 6, 2003

16. Terminated Plan without Interim Amendments

    By EmpbAF, September 30, 2022
    • 6 replies
    • 1.3k views
    • 
    • EmpbAF
    • October 5, 2022

17. QPSA Notice

    By ERISA25, August 19, 2013
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • August 20, 2013

18. Is an audit necessary?

    By FAPInJax, June 14, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 16, 2004

19. Solo k Tax ID

    By Guest bouncingsoul, November 17, 2006
    • 3 replies
    • 1.3k views
    • 
    • SMB
    • November 18, 2006

20. Control Group and Covered Comp

    By Guest abajeb, March 3, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 3, 2006

21. Plan Sponsor's cost reduction

    By Guest Iwonder, December 16, 2009
    • 7 replies
    • 1.3k views
    • 
    • cpc0506
    • December 20, 2009

22. Earned Income/key employees/Top Heavy Minimum

    By Chippy, March 11, 2014
    • 5 replies
    • 1.3k views
    • 
    • PensionPro
    • March 12, 2014

23. Federal Tax Withholding on corrective distributions

    By 30Rock, April 25, 2014
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • April 25, 2014

24. Excess Deferral

    By Guest Giovanni, January 24, 2005
    • 3 replies
    • 1.3k views
    • 
    • RCK
    • January 25, 2005

25. HCE definition 1991-2005

    By fiona1, February 11, 2005
    • 2 replies
    • 1.3k views
    • 
    • GBurns
    • February 11, 2005

26. correction for failure to implement investment elections

    By k man, August 3, 2007
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • August 7, 2007

27. Controlled group compensation

    By Guest jim williams, March 30, 2005
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 30, 2005

28. Roth 401(k) Rules

    By Guest Steve McD, October 4, 2005
    • 1 reply
    • 1.3k views
    • 
    • sloble@crowleyfleck.com
    • October 4, 2005

29. UBTI in a 401k plan

    By alcat649, November 6, 2015   

    • UBTI 401k 990-T
    • 0 replies
    • 1.3k views
    • 
    • alcat649
    • November 6, 2015

30. Optimum SE earned income for maximum annual addition

    By SMB, February 8, 2012
    • 8 replies
    • 1.3k views
    • 
    • masteff
    • February 9, 2012

31. Match Vesting Schedule

    By Guest jim williams, February 25, 2004
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • February 27, 2004

32. Successor employer

    By Guest mparker2028, October 15, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 15, 2006

33. Rehired by a new employer

    By Guest JPIngold, December 7, 2009
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • December 10, 2009

34. Termination

    By msmith55, April 21, 2015   

    • nonvested
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • April 21, 2015

35. Automatic Enrollment

    By Guest Magic, August 1, 2006
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 1, 2006

36. compensation

    By Guest mk2308, May 9, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 9, 2005

37. How will the prior year/current year elections be affected if an emplo

    By Guest Phil Schwartz, May 15, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 17, 2000

38. Excluded Employee Makes Salary Deferrals

    By Dougsbpc, March 6, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • March 9, 2008

39. Furloughs and layoffs

    By austin3515, March 19, 2020
    • 3 replies
    • 1.3k views
    • 
    • BTG
    • March 24, 2020

40. When can we start another 401(k) Plan?

    By Jim Chad, September 25, 2012
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • September 25, 2012

41. Top Heavy - 3% Safe Harbor & Profit Sharing

    By Guest jkrad, March 30, 2005
    • 1 reply
    • 1.3k views
    • 
    • wmyer
    • March 30, 2005

42. Is this plan design a "safe harbor" 401(k) plan?

    By Guest, October 4, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 4, 2000

43. Matching 0% of first 5, then dollar for dollar

    By austin3515, March 27, 2015
    • 6 replies
    • 1.3k views
    • 
    • Kevin C
    • March 27, 2015

44. Top Heavy/Key/Deferral question

    By Cathy from Chicago, March 9, 2011
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • March 19, 2012

45. Controlled Group Member Fails Coverage

    By Randy Watson, December 5, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 6, 2006

46. New QACA formula

    By traveler, September 23, 2015   

    • 401(k)(13) auto enroll
    • 2 replies
    • 1.3k views
    • 
    • traveler
    • October 19, 2015

47. WHOSE COMPENSATION IS IT?

    By Guest CHRISTIE BOSS, December 7, 1998
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 7, 1998

48. SECURE Birth or Adoption Distribution

    By Gruegen, March 10, 2020
    • 4 replies
    • 1.3k views
    • 
    • BTG
    • March 13, 2020

49. Controlled Group

    By commishvp, May 17, 2006
    • 1 reply
    • 1.3k views
    • 
    • ERISAnut
    • May 17, 2006

50. Plan termination

    By cpc0506, July 13, 2011
    • 2 replies
    • 1.3k views
    • 
    • cpc0506
    • July 14, 2011