401(k) Plans

19,275 topics in this forum

1. obvious controlled group?

   By gregburst, September 27, 2012
   • 5 replies
   • 966 views
   • 
   • Mike Preston
   • September 28, 2012

2. OCPP

   By ERISA1, July 24, 2008
   • 11 replies
   • 2.4k views
   • 
   • Mike Preston
   • July 25, 2008

3. Odd Issue

   By Guest elang, February 18, 2010
   • 6 replies
   • 1.2k views
   • 
   • david rigby
   • February 19, 2010

4. odd match formula failing BRF?

   By AlbanyConsultant, August 25, 2015
   • 6 replies
   • 1.6k views
   • 
   • Tom Poje
   • September 9, 2015

5. Odd Plan Year Entry Dates

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

6. Odd separation from employment question

   By Guest mfocke, November 18, 2005
   • 6 replies
   • 3.1k views
   • 
   • Guest
   • November 29, 2005

7. Oddball plan/fiscal year situation

   By Belgarath, November 15, 2021
   • 2 replies
   • 409 views
   • 
   • Belgarath
   • November 16, 2021

8. Off calendar - compensation to use

   By Pammie57, October 20, 2015
   • 2 replies
   • 894 views
   • 
   • Tom Poje
   • October 21, 2015

9. Off Calendar ADP Failure / 402g limit for rest of yea

   By Guest JPitcl, October 29, 2007
   • 4 replies
   • 2.6k views
   • 
   • dmwe
   • November 21, 2007

10. Off Calendar Catch Up Question

    By Gilmore, October 19, 2021
    • 4 replies
    • 466 views
    • 
    • Gilmore
    • October 20, 2021

11. Off Calendar Catch-up Question?

    By Guest KD40, September 21, 2004
    • 1 reply
    • 1.1k views
    • 
    • FundeK
    • September 30, 2004

12. Off Calendar Catch-Ups - SOLUTION!

    By austin3515, June 6, 2008
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • June 16, 2008

13. Off calendar catchup

    By Guest tommunson, September 10, 2005
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 13, 2005

14. Off Calendar Limits

    By Jay3, August 10, 2009
    • 1 reply
    • 956 views
    • 
    • Tom Poje
    • August 11, 2009

15. Off Calendar Plan Year

    By MBCarey, October 14, 2004
    • 3 replies
    • 1.7k views
    • 
    • jquazza
    • October 15, 2004

16. Off calendar plan year (6/30 year end) - catch-up reclass

    By MGOAdmin, January 15   

    • cathup
    • reclass
    • 4 replies
    • 992 views
    • 
    • MGOAdmin
    • February 5

17. OFF Calendar Plan Year and 402g Limits

    By Pammie57, October 19, 2021
    • 6 replies
    • 1.8k views
    • 
    • BG5150
    • October 20, 2021

18. Off Calendar Plans

    By justatester, January 28, 2013   

    • Calendar vs Plan Year
    • 8 replies
    • 3.6k views
    • 
    • ETA Consulting LLC
    • January 29, 2013

19. Off Calendar Plans and Roth Catchup 2.0 Requirement

    By justatester, July 21, 2023
    • 3 replies
    • 667 views
    • 
    • Gilmore
    • July 24, 2023

20. Off Calendar PY - ADP catchup with no deferrals?

    By Gilmore, June 18, 2020
    • 2 replies
    • 497 views
    • 
    • Gilmore
    • June 19, 2020

21. Off Calendar PY - Catchup and ADP Refunds

    By Gilmore, June 10, 2020
    • 9 replies
    • 1.6k views
    • 
    • Gilmore
    • June 15, 2020

22. Off Calendar Safe Harbor Startup

    By Gilmore, November 13, 2020
    • 1 reply
    • 356 views
    • 
    • Jim Chad
    • November 16, 2020

23. off calendar year

    By thepensionmaven, June 2, 2017
    • 2 replies
    • 392 views
    • 
    • CuseFan
    • June 2, 2017

24. off calendar year

    By FJR, November 18, 2004
    • 4 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 18, 2004

25. off calendar year ADP testing

    By EBDI, October 16, 2012
    • 10 replies
    • 3.8k views
    • 
    • Kevin C
    • October 22, 2012

26. Off Calendar Year Catch Up Contributions

    By MBCarey, November 5, 2002
    • 9 replies
    • 1.6k views
    • 
    • Tom Poje
    • November 7, 2002

27. Off calendar year catch ups

    By Guest DTrom, April 12, 2005
    • 4 replies
    • 1.5k views
    • 
    • Beltane
    • September 7, 2005

28. Off Calendar Year Catch-Up

    By §#$%!, January 19, 2006
    • 4 replies
    • 2.4k views
    • 
    • §#$%!
    • January 20, 2006

29. Off Calendar Year Catch-Up Contributions 1 2

    By buckaroo, September 20, 2007
    • 70 replies
    • 11.7k views
    • 
    • Kevin C
    • March 7, 2008

30. Off Calendar Year Catch-Ups

    By Guest BUG, August 6, 2012
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • August 7, 2012

31. Off Calendar Year End 402(g) Limit

    By Guest AdminFL, March 20, 2003
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 20, 2003

32. Off calendar year limits

    By CJS07, December 11, 2006
    • 2 replies
    • 4.6k views
    • 
    • Tom Poje
    • December 11, 2006

33. Off Calendar Year Limits

    By MBCarey, November 6, 2008
    • 3 replies
    • 7.7k views
    • 
    • Tom Poje
    • November 6, 2008

34. off calendar year/catch-up

    By Guest deathbycashcall, September 15, 2005
    • 12 replies
    • 2.8k views
    • 
    • RTK
    • September 23, 2005

35. Off Calendar: Secure 2.0 Roth Rules

    By justatester, October 16
    • 2 replies
    • 483 views
    • 
    • MDCPA
    • October 21

36. Off Cycle Determination Letter application

    By Guest hyper800, July 17, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 17, 2008

37. Off plan year ADP testing

    By Guest KRS401k, March 4, 2010
    • 4 replies
    • 1.6k views
    • 
    • BG5150
    • March 5, 2010

38. Off PYE with Fiscal Tax filing - deadline?

    By 401KsRme, June 29, 2023
    • 3 replies
    • 701 views
    • 
    • Jakyasar
    • June 30, 2023

39. off shoring data processing

    By Guest Steve1213, August 11, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 11, 2006

40. Off year ADP failure

    By Dazednconfused, December 4, 2009
    • 3 replies
    • 1k views
    • 
    • austin3515
    • December 7, 2009

41. Off-calendar plan year

    By Guest Sieve, April 7, 2010
    • 6 replies
    • 1.2k views
    • 
    • TLGeer
    • April 9, 2010

42. Off-Calendar PYEs again

    By TPAnnie, July 25, 2007
    • 3 replies
    • 1.3k views
    • 
    • austin3515
    • July 26, 2007

43. Off-Calendar Top Heavy Test

    By Guest compliance31, August 6, 2012
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • August 8, 2012

44. Off-Calendar year end plan, catch-up contributions

    By AATPA, April 11, 2018   

    • catch-up
    • off-calendar
    • 9 replies
    • 3.1k views
    • 
    • AATPA
    • April 12, 2018

45. offering hedge funds in a 401k

    By Guest xerty, June 8, 2008
    • 8 replies
    • 4.8k views
    • 
    • austin3515
    • February 6, 2013

46. Offering plan to corporation under common control

    By Guest Buzzman, July 11, 2008
    • 13 replies
    • 2.6k views
    • 
    • Guest
    • July 16, 2008

47. officer determination in partnership

    By wsp, May 15, 2007
    • 1 reply
    • 1.2k views
    • 
    • Kimberly S
    • May 15, 2007

48. Oh my Lord can someone please call Congress and tell them to stop???

    By austin3515, January 4, 2024
    • 27 replies
    • 3.5k views
    • 
    • DPSRich
    • January 6, 2024

49. Ohterwise Excludables

    By justatester, May 4, 2009
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • May 5, 2009

50. OK for 415?

    By austin3515, March 15, 2011
    • 3 replies
    • 960 views
    • 
    • PensionPro
    • March 15, 2011