401(k) Plans

19,275 topics in this forum

1. "Non-working partner" - count as an employee?

   By AlbanyConsultant, September 9, 2023
   • 7 replies
   • 1.3k views
   • 
   • CuseFan
   • September 12, 2023

2. Roth 401(k) Logistics

   By Guest jgarber, July 26, 2007
   • 5 replies
   • 1.3k views
   • 
   • Bird
   • July 27, 2007

3. Employer contributions after rollover

   By Guest Aubie, February 15, 2010
   • 4 replies
   • 1.3k views
   • 
   • BG5150
   • February 16, 2010

4. 3% Safe Harbor and 401k

   By mjf06241972, January 31, 2019
   • 6 replies
   • 1.3k views
   • 
   • Belgarath
   • February 11, 2019

5. Excess contributions in off-calendar plan

   By Guest DTromb, May 3, 2006
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • May 3, 2006

6. ADP Compensation

   By Guest Chris May, February 26, 2003
   • 2 replies
   • 1.3k views
   • 
   • Mike Preston
   • February 26, 2003

7. 401(k) limit

   By Guest TTATE, August 1, 2003
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • August 5, 2003

8. Short Plan Year situation

   By Guest PCS Inc, March 1, 2010
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • March 2, 2010

9. Is Contribution due for ex- partner?

   By Guest Renegade, March 21, 2002
   • 1 reply
   • 1.3k views
   • 
   • Archimage
   • March 21, 2002

10. hardship - proving need to buy a house?

    By AlbanyConsultant, July 17, 2008
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • July 17, 2008

11. financial audit and multiple ER plan

    By PensionNewbee, April 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • PensionNewbee
    • April 7, 2003

12. Same Desk Rule

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

13. Settlement Check in Class Action

    By CLE401kGuy, November 30, 2015
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • December 1, 2015

14. Avoiding gateway

    By Brenda Wren, May 2, 2003
    • 4 replies
    • 1.3k views
    • 
    • AndyH
    • May 2, 2003

15. Employee Exclusion

    By Guest moltengater, June 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2006

16. Non-calendar year plan issues

    By smm, August 3, 2006
    • 0 replies
    • 1.3k views
    • 
    • smm
    • August 3, 2006

17. 404c Protection

    By khn, October 10, 2013
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • October 10, 2013

18. Undisclosed Employee-Paid Fees

    By Guest cstroble, April 6, 2004
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 7, 2004

19. 414(s) compensation

    By cdavis25, July 19, 2019
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • July 22, 2019

20. Employer Stock and 404(c)

    By Guest IRISH79, March 15, 2007
    • 1 reply
    • 1.3k views
    • 
    • k man
    • March 19, 2007

21. 401(k) Safe Harbor Notice

    By J2D2, October 29, 2002
    • 1 reply
    • 1.3k views
    • 
    • Brian Gallagher
    • October 31, 2002

22. Self Directed Account

    By PFranckowiak, May 7, 2013
    • 5 replies
    • 1.3k views
    • 
    • PFranckowiak
    • May 7, 2013

23. Leave of absence and 2nd loan

    By 30Rock, August 4, 2015
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • August 5, 2015

24. Merger of 401(k) Plans Mid-Year

    By Guest abrandw, August 29, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 29, 2003

25. Owner only Sole Proprietor DB plan

    By DDB BN, March 25, 2021
    • 4 replies
    • 1.3k views
    • 
    • DDB BN
    • March 26, 2021

26. Any way to undo a participant loan?

    By Dennis Povloski, June 23, 2011
    • 4 replies
    • 1.3k views
    • 
    • K2retire
    • June 24, 2011

27. Division sponsored plan - or impossible?

    By Guest Mrilaomt, October 24, 2005
    • 3 replies
    • 1.3k views
    • 
    • JDuns
    • October 26, 2005

28. Fees to Terminated Participants

    By austin3515, February 10, 2012
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • February 10, 2012

29. Excise Tax for Excess Contribution

    By Guest kgsingletary, May 22, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 22, 2002

30. Deferral limits

    By pbarrett, January 5, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 6, 2004

31. Question for anyone who administers a plan trying to meet the uniform allocation formula Safe harbor in 401(k) PSP

    By Guest esi-jht, January 31, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 31, 2006

32. Allocation based on years of service

    By 52626, June 15, 2015
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 15, 2015

33. Earned Income Calculation

    By Stevo-PDX, March 22, 2006
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • March 23, 2006

34. One Year Holdout

    By EBECatty, May 23, 2022
    • 6 replies
    • 1.3k views
    • 
    • Doc Ument
    • May 25, 2022

35. Timing of amendment increasing deferrals

    By Guest hyper, May 16, 2005
    • 3 replies
    • 1.3k views
    • 
    • g8r
    • May 19, 2005

36. Compensation for ADP Test for new 401k

    By Guest CSTS, October 27, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 10, 2006

37. SIMPLE IRA Plan to a 401(k) Plan

    By Guest dhoefer, January 11, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 11, 2002

38. top paid group election - administrative or document election

    By Earl, November 22, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 22, 2004

39. 401(k) questions

    By bamma, March 15, 2008
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • March 18, 2008

40. stupid ADP question

    By goldtpa, March 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • March 10, 2005

41. Beneficiary Designations

    By steve-o, August 21, 2003
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • August 21, 2003

42. Loan Repayments

    By Guest SRH, January 16, 2009
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • January 16, 2009

43. match true-up

    By cpc0506, June 14, 2013
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • June 14, 2013

44. 20% withholding

    By goldtpa, September 4, 2014
    • 1 reply
    • 1.3k views
    • 
    • GMK
    • September 5, 2014

45. Plan Eligibility

    By EBDI, April 2, 2018
    • 5 replies
    • 1.3k views
    • 
    • EBDI
    • April 3, 2018

46. ADP / Net Comp Testing

    By austin3515, December 17, 2014
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • December 18, 2014

47. When we distribute benefits from a terminated plan, do we need to send

    By Guest Bud, February 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 8, 2002

48. (k) testing with no EE compensation

    By Guest hyper, June 30, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • June 30, 2005

49. Roth 401(k)/Exclusive Roth Contributions

    By Guest BED, November 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 10, 2005

50. Shifting Question - 403b for HCEs and 401k for NHCEs

    By austin3515, February 27, 2023
    • 13 replies
    • 1.3k views
    • 
    • austin3515
    • March 2, 2023