401(k) Plans

19,321 topics in this forum

1. QDRO

   By Guest cody, December 16, 2004
   • 3 replies
   • 1.3k views
   • 
   • QDROphile
   • December 16, 2004

2. Expenses paid from plan

   By Guest KeithinClev, January 20, 2004
   • 3 replies
   • 1.3k views
   • 
   • Belgarath
   • January 20, 2004

3. Sole Proprietor with Multiple Schedule Cs & Uni-K

   By Guest jc1457, June 29, 2011
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • June 29, 2011

4. Short Plan Year situation

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

5. what to say in a 402(f) notice if the sender doesn't know whether the plan is tax-qualified?

   By Peter Gulia, May 24, 2010
   • 6 replies
   • 1.3k views
   • 
   • Peter Gulia
   • May 25, 2010

6. PS Contribution on only Bonus Pay

   By Guest milehighheel, March 30, 2010
   • 4 replies
   • 1.3k views
   • 
   • Bird
   • March 31, 2010

7. Establishing Safe Harbor 401(k) Plan - Less than 3 months from Adoption Date

   By Vlad401k, November 13, 2020
   • 3 replies
   • 1.3k views
   • 
   • JackS
   • November 13, 2020

8. 401(k) & Match are not deducted from 2nd paycheck. What are the consequences to the plan?

   By Guest mecboo, June 24, 2005
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • June 24, 2005

9. beneficiary designation

   By Scuba 401, August 18, 2011
   • 3 replies
   • 1.3k views
   • 
   • Scuba 401
   • August 18, 2011

10. Merging 401(k) Plans

    By Guest JPIngold, November 2, 2012
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • November 2, 2012

11. prospective class exclusion

    By Guest EDSAADE, July 9, 2003
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 10, 2003

12. Compensation - S distributions

    By k man, February 13, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 13, 2006

13. Interest on ira's stipulation of divorce

    By Guest Gary413, December 16, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 16, 2005

14. Proxy Voting in Blackout

    By Guest TaraD, April 1, 2003
    • 1 reply
    • 1.3k views
    • 
    • four01kman
    • April 1, 2003

15. Reclassification of catch up contributions

    By Guest h_nowicki, June 18, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 18, 2003

16. Workforce Goes Union

    By Below Ground, September 14, 2006
    • 2 replies
    • 1.3k views
    • 
    • Below Ground
    • September 14, 2006

17. QDRO Accrued Benefit

    By DTH, February 18, 2008
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • February 19, 2008

18. Are Deductions Technically under 162 or 404?

    By namealreadyinuse, January 20, 2006
    • 2 replies
    • 1.3k views
    • 
    • namealreadyinuse
    • January 20, 2006

19. I have a client who is trying to clean up their plan and force out any ex-employees balances to save administration costs.

    By Guest Why, November 5, 2004
    • 4 replies
    • 1.3k views
    • 
    • mbozek
    • November 5, 2004

20. Force out limit not followed properly - retroactive amendment?

    By WCC, August 26, 2021
    • 5 replies
    • 1.3k views
    • 
    • WCC
    • August 27, 2021

21. Would they be an employee of not?

    By Guest A_Dude, January 9, 2013   

    • Ownership/Employee
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • November 5, 2013

22. Eligibility for discretionary PS contribution

    By JDuns, August 8, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • August 13, 2003

23. Blackout Notice

    By Randy Watson, June 4, 2007
    • 1 reply
    • 1.3k views
    • 
    • Randy Watson
    • June 4, 2007

24. 401(k) Plan Termination

    By Guest ABABAK, March 7, 2012
    • 2 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • March 8, 2012

25. Excess contributions in off-calendar plan

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

26. ADP Compensation

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

27. Failure to report late deposits, failure to file 5330

    By LMK TPA, August 7, 2024
    • 3 replies
    • 1.3k views
    • 
    • Ilene Ferenczy
    • August 9, 2024

28. Safe Harbor Nonelective Plan Year

    By PMC, August 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • CTipper
    • September 16, 2007

29. Is loan for participant's primary residence if proceeds used to pay of

    By Guest kelly9522, February 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • February 11, 2003

30. Cancel an IRS Fire.com File Submission

    By Gadgetfreak, March 21, 2023
    • 6 replies
    • 1.3k views
    • 
    • Gadgetfreak
    • March 22, 2023

31. IRS guidance on treatment of employer funds used to buy out plan's annuity contract surrender charges

    By Guest jusducki, September 17, 2003
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • September 17, 2003

32. Elective Deferral Contributions after year-end

    By Guest Thomas2006, January 27, 2008
    • 4 replies
    • 1.3k views
    • 
    • oriecat
    • January 28, 2008

33. Profit Sharing as a Top Heavy Contrib

    By Brian Gallagher, August 28, 2003
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • August 28, 2003

34. (k) testing with no EE compensation

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

35. Allocation based on years of service

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

36. Vesting Question

    By MBCarey, April 28, 2008
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • April 28, 2008

37. Mid Year Amendment for Safe Harbor Plan

    By 52626, April 15, 2014
    • 5 replies
    • 1.3k views
    • 
    • Kevin C
    • April 18, 2014

38. Loan Offset / Repayment Under New Rules

    By austin3515, January 2, 2019
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • January 4, 2019

39. Assets from suspense account inadvertantly transferred to Employer

    By Renee H, March 14, 2022
    • 7 replies
    • 1.3k views
    • 
    • Renee H
    • March 17, 2022

40. Simple Rollovers??

    By Guest alc, June 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 8, 2001

41. amendment removing 401(k) deferrals

    By k man, November 25, 2003
    • 3 replies
    • 1.3k views
    • 
    • k man
    • November 25, 2003

42. Cpntrolled group for only part of plan year

    By Guest LMalone, June 10, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 10, 2001

43. Stock Purchase / Terminate Seller Plan

    By Guest SWH, May 23, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 23, 2006

44. 404c Protection

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

45. Trasition Rule under 410(b)(6)(c)

    By RRB, January 26, 2012
    • 3 replies
    • 1.3k views
    • 
    • RRB
    • February 1, 2012

46. Plan does not want to make Safe Harbor contribution-what happens?

    By JHalligan, October 26, 2022
    • 8 replies
    • 1.3k views
    • 
    • Bird
    • October 28, 2022

47. Elected Deferral Not Deducted

    By ruth_ann69, August 23, 2018
    • 7 replies
    • 1.3k views
    • 
    • Larry Starr
    • August 27, 2018

48. Top Heavy Requirement Re: Age

    By Guest Ted Kowalchuk, CFP, CFS,, August 28, 2002
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • August 29, 2002

49. 401(k) Safe Harbor Notice

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

50. hardship - proving need to buy a house?

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