401(k) Plans

19,321 topics in this forum

1. # of hardships

   By JKW, June 21, 2010
   • 5 replies
   • 1.3k views
   • 
   • 401 Chaos
   • June 24, 2010

2. Successor employer

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

3. Controlled Group

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

4. Automatic Enrollment

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

5. Excluded Employee Makes Salary Deferrals

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

6. Manual ADP Refunds

   By ratherbereading, August 8, 2017   

   • adp test; refunds
   • 10 replies
   • 1.3k views
   • 
   • david rigby
   • August 9, 2017

7. Control Group and Covered Comp

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

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

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

9. Non-SH(k) adopted 2016 was supposed to be SH(k). Can convert to SH in 2016?

   By Florida1, June 15, 2016   

   • safe harbor
   • convvert
   • (and 1 more)

     Tagged with:

     • safe harbor
     • convvert
     • new plan
   • 8 replies
   • 1.3k views
   • 
   • Tom Poje
   • June 20, 2016

10. Affiliated Service Groups/Controlled Groups/Attribution

    By Guest akscher, January 5, 2012
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • January 5, 2012

11. Extend 5 year general purpose loan?

    By oldman, February 13, 2012
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • August 22, 2014

12. For new 404(c) plan, how do we get info to participants

    By Guest neoplanner, March 21, 2005
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • March 28, 2005

13. S corp can make deferrals through April 15th?

    By Jim Chad, April 4, 2012
    • 6 replies
    • 1.3k views
    • 
    • austin3515
    • April 9, 2012

14. Federal Tax Withholding on corrective distributions

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

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

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

16. Minimum service requirement

    By 7806akp, December 15, 2011
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • December 15, 2011

17. Controlled group compensation

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

18. Roth 401(k) Rules

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

19. Plan year based on teachers contract year; are teachers terminated on last day of plan year considered terminated from plan last day of plan year?

    By Guest jusducki, October 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • October 7, 2003

20. retroactive amendment of insignificant error

    By Guest stakri, October 31, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 31, 2005

21. WHOSE COMPENSATION IS IT?

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

22. 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

23. 415 excess results in catch up

    By Guest dbvail, February 8, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 9, 2007

24. 3 month eligibility

    By Guest decjr, June 10, 2014
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • June 10, 2014

25. Determining highest contribution rate for Key's.

    By Guest dealvarez, January 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2002

26. Do we need a brand new plan?

    By Guest pjb, August 14, 2003
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 15, 2003

27. 1st filing year for spin-off plan from a MEP...Pitfalls?

    By Guest Puff, March 21, 2014   

    • spin-off
    • mep
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 21, 2014

28. New loan allowed by IRS lien?

    By AlbanyConsultant, March 16, 2007
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • March 16, 2007

29. Brokerage Accounts and UBTI Tax

    By 52626, April 19, 2016
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • April 19, 2016

30. Vesting and Withdrawal provisions in Safe Harbor Notice

    By Peanut Butter Man, October 10, 2006
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • October 11, 2006

31. Safe harbor 3% and Comp while a participant

    By rfahey, February 23, 2007
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • February 28, 2007

32. Avg participation rates with various matching formulas

    By Guest mrjones, July 19, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • July 20, 2006

33. Controlled Group Member Fails Coverage

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

34. Audited Plan (Schedule H) - Cash or Accrual Basis

    By jmartin, January 8, 2020
    • 3 replies
    • 1.3k views
    • 
    • TommyGunn13
    • January 8, 2020

35. Termination of 401(k) Plan

    By rocknrolls2, November 16, 2007
    • 0 replies
    • 1.3k views
    • 
    • rocknrolls2
    • November 16, 2007

36. compensation

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

37. Unresponsive Beneficiary

    By BLM, August 9, 2017
    • 3 replies
    • 1.3k views
    • 
    • My 2 cents
    • August 9, 2017

38. Rollovers to 401(k) Post-EGTRRA

    By Guest Benecon, March 18, 2004
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • March 18, 2004

39. Dual Eligibility - New Plan waiver of eligibility requirements

    By JustMe, March 30, 2020
    • 10 replies
    • 1.3k views
    • 
    • JustMe
    • April 2, 2020

40. Earned Income & Additional Medicare Tax

    By Nate X, April 1, 2014   

    • earned income
    • medicare tax
    • (and 1 more)

      Tagged with:

      • earned income
      • medicare tax
      • partnership
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • April 1, 2014

41. Safe Harbor Match wrt Top-Heavy Min & 401(a)(4)

    By Guest pension222, December 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • December 20, 2002

42. 1099's and ADP excesses

    By Brian Gallagher, February 27, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 27, 2004

43. Safe Harbor Wait-and-See

    By Guest Giovanni, April 8, 2005
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 8, 2005

44. Designed-based coverage

    By Guest SJPrince, February 7, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 7, 2000

45. Discontinuing MRDs when a Retiree is Rehired

    By Guest koolkid, August 15, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • August 15, 2002

46. Safe Harbor Match - Not for 2008

    By Jilliandiz, October 26, 2007
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • October 26, 2007

47. Safe Harbor

    By J. Bringhurst, November 26, 2002
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • November 27, 2002

48. Establish plan with a rollover only?

    By Guest tracys, September 8, 2003
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • September 9, 2003

49. Safe Harbor 401(k) and Part Time Employees

    By MBCarey, July 9, 2003
    • 2 replies
    • 1.3k views
    • 
    • Harwood
    • July 9, 2003

50. Catch-ups & off calendar yr plans - again

    By Guest RGlaser, September 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 19, 2002