401(k) Plans

19,321 topics in this forum

1. LTPT employees

   By Belgarath, March 14, 2024
   • 2 replies
   • 775 views
   • 
   • 401king
   • March 15, 2024

2. Maximizing 401(k) PS contribution for one person S-Corp

   By Guest dhoefer, June 17, 2002
   • 2 replies
   • 1.5k views
   • 
   • Earl
   • June 18, 2002

3. ADP Testing compensation

   By Guest jae3207, November 10, 2005
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • November 10, 2005

4. PPA Statements

   By MR, February 10, 2007
   • 2 replies
   • 2.1k views
   • 
   • Peanut Butter Man
   • February 11, 2007

5. Cycle C Deadline

   By IRA, January 27, 2009
   • 2 replies
   • 996 views
   • 
   • IRA
   • January 27, 2009

6. Discretionary Contributions

   By Guest ccl, March 15, 2009
   • 2 replies
   • 2.4k views
   • 
   • Bird
   • March 16, 2009

7. safe harbor match changing each year

   By SheilaD, June 1, 2009
   • 2 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • June 15, 2009

8. Muliple Employer, Affilliated Service, Controlled Group?

   By HarleyBabe, January 23, 2012
   • 2 replies
   • 986 views
   • 
   • Guest
   • January 29, 2012

9. brokerage account only for owner?

   By gregburst, September 23, 2014   

   • goose vs gander
   • 2 replies
   • 990 views
   • 
   • John Feldt ERPA CPC QPA
   • September 24, 2014

10. How to Roll Over an Inherited 401k?

    By MarciaPresberry, June 24, 2015   

    • 401k
    • IRA
    • (and 2 more)

      Tagged with:

      • 401k
      • IRA
      • Rollover
      • Inherited 401k
    • 2 replies
    • 2.2k views
    • 
    • DonReynolds
    • July 1, 2015

11. Safe-Harbor Plan - Employee Transition from Full-Time to Part Time

    By TN CPA, January 30, 2020
    • 2 replies
    • 1.2k views
    • 
    • Bill Presson
    • January 30, 2020

12. Is this a successor plan for 401(k) safe harbor purposes?

    By M R Bernardin, May 25, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 1, 2000

13. Compensation and the minimum gateway test

    By Tom, January 20, 2024
    • 2 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • January 22, 2024

14. Enhanced safe harbor match rules

    By Tom, March 26, 2025
    • 2 replies
    • 1.3k views
    • 
    • Tom
    • March 31, 2025

15. Can ayone instruct me on how to use the BenefitsLink SEARCH ?

    By Guest ETodd, October 16, 2003
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • October 16, 2003

16. Ineligible Ee

    By stevena, September 23, 2005
    • 2 replies
    • 1.5k views
    • 
    • Jim Chad
    • February 8, 2013

17. Stock Bonus Program

    By Guest benefitstudent, March 28, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 3, 2006

18. Plan Term

    By Guest Rutager, July 1, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • July 7, 2008

19. Rollover from non-Roth 401(k) directly to Roth IRA

    By Guest mickiemurphy, December 8, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 9, 2008

20. 5500 Feature Code 2T

    By austin3515, April 13, 2010
    • 2 replies
    • 3.1k views
    • 
    • rcline46
    • April 14, 2010

21. Imputed income and IRC 3401 definition of comp

    By Guest Serena, August 30, 2010
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • August 30, 2010

22. solo k with spouse

    By Guest RRoberts, December 22, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 22, 2010

23. Safe Harbor Match and other qualified plan

    By Guest Joanne Davey, February 27, 2012
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 27, 2012

24. Partnership compensation

    By Nassau, April 16, 2013
    • 2 replies
    • 979 views
    • 
    • 12AX7
    • April 16, 2013

25. QDRO alternate payee's interest and award question

    By Guest Enviroavenger2014, April 23, 2014   

    • alternate payee
    • award
    • (and 3 more)

      Tagged with:

      • alternate payee
      • award
      • valuation date
      • interest
      • segregation
    • 2 replies
    • 3.6k views
    • 
    • My 2 cents
    • April 23, 2014

26. Recommendations on-line mailing service

    By austin3515, November 18, 2016
    • 2 replies
    • 658 views
    • 
    • austin3515
    • November 20, 2016

27. Contribution Allocation waivers

    By tjw572, January 30, 2020
    • 2 replies
    • 806 views
    • 
    • K2
    • February 1, 2020

28. Prefunding Contributions

    By Guest Paul Hinderegger, June 25, 1999
    • 2 replies
    • 3.5k views
    • 
    • Ervin Barham
    • June 25, 1999

29. Leasing Company has a 401k -

    By Guest Effie Clark, December 12, 2002
    • 2 replies
    • 2k views
    • 
    • austin3515
    • December 15, 2002

30. Return of loan payments after filing Ch 13 BK

    By Guest Do, September 4, 2003
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • September 5, 2003

31. Do I qualify for NUA?

    By Guest Steve Richards, July 31, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 11, 2007

32. Maybe SH Notice

    By austin3515, November 13, 2008
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • November 13, 2008

33. Excess match & deminimus distribution of $50

    By alexa, December 8, 2008
    • 2 replies
    • 1.8k views
    • 
    • alexa
    • December 9, 2008

34. ADP Testing & Catch-up $

    By Guest MS TPA, December 22, 2010
    • 2 replies
    • 974 views
    • 
    • Tom Poje
    • December 22, 2010

35. Plan Amendment

    By Nassau, February 27, 2012
    • 2 replies
    • 918 views
    • 
    • Everett Moreland
    • February 27, 2012

36. Safe harbor 401(k) plans mid-year amendments

    By Belgarath, September 24, 2012
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • September 24, 2012

37. 6 month suspension of deferrals after hardship

    By khn, April 23, 2014
    • 2 replies
    • 2.1k views
    • 
    • My 2 cents
    • April 23, 2014

38. Employer Match

    By lisan1025, December 6, 2019
    • 2 replies
    • 553 views
    • 
    • Luke Bailey
    • December 8, 2019

39. Merger of Safe Harbor Plan

    By 52626, April 27, 2020
    • 2 replies
    • 888 views
    • 
    • MWeddell
    • April 27, 2020

40. Can employer deduct 2021 ACP Safe Harbor Match on 2022 Tax Return?

    By cheersmate, October 17, 2022
    • 2 replies
    • 461 views
    • 
    • cheersmate
    • October 17, 2022

41. Retroactive CB plan set up for 2022

    By Bob Demontigny, July 13, 2023
    • 2 replies
    • 507 views
    • 
    • cpc0506
    • July 17, 2023

42. More than 1% Ownership

    By ahasan, January 22, 2024
    • 2 replies
    • 480 views
    • 
    • Paul I
    • January 22, 2024

43. Investment Allocation for Forfeitures

    By Guest Kelly Igel, June 12, 2001
    • 2 replies
    • 1.9k views
    • 
    • pmacduff
    • June 12, 2001

44. After-tax contribution limits?

    By Guest Kayla, December 30, 2004
    • 2 replies
    • 2.7k views
    • 
    • MWeddell
    • January 3, 2005

45. Definition of Plan Year Compensation in a dual-entry top-heavy 401(k) plan

    By Guest Dave Peckham, March 3, 2005
    • 2 replies
    • 3.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 3, 2005

46. As of trading and gain/losses

    By Guest mporterst, October 25, 2006
    • 2 replies
    • 2.3k views
    • 
    • Peter Gulia
    • October 25, 2006

47. Coverage/Non-discrim for Semi-Annual Match Allocation

    By Guest Monika Zimmer, March 30, 2007
    • 2 replies
    • 1.6k views
    • 
    • ak2ary
    • April 3, 2007

48. 401(k) SHNEC w/ Discretionary Match

    By Guest notapensiongeek, January 5, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 6, 2009

49. Targeted QNEC question

    By BG5150, January 19, 2010
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 19, 2010

50. ADP Refund Deadline

    By Guest milehighheel, March 15, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bill Presson
    • March 15, 2010