401(k) Plans

19,275 topics in this forum

1. New plan for partner of old entity

   By Guest Gordy, September 23, 2005
   • 3 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • September 26, 2005

2. Plan term - vesting

   By Lou81, May 13, 2024
   • 4 replies
   • 1.2k views
   • 
   • Lou81
   • May 14, 2024

3. Insiders

   By Guest hitt24, October 21, 2002
   • 4 replies
   • 1.2k views
   • 
   • MGB
   • October 22, 2002

4. multiple employer plan

   By Guest jim williams, September 13, 2002
   • 1 reply
   • 1.2k views
   • 
   • mbozek
   • September 15, 2002

5. In Service Distributions from 401k

   By Guest Noidy, December 2, 2002
   • 1 reply
   • 1.2k views
   • 
   • pmacduff
   • December 2, 2002

6. penalty tax on late distribution for failed test.

   By Tom Poje, April 12, 2012
   • 1 reply
   • 1.2k views
   • 
   • Kevin C
   • April 12, 2012

7. Adding QDIA to Plan

   By Chippy, June 7, 2016
   • 2 replies
   • 1.2k views
   • 
   • Belgarath
   • June 8, 2016

8. When are Sole Prop's 401(k) Deferrals due?

   By CJS07, October 7, 2011
   • 4 replies
   • 1.2k views
   • 
   • mbozek
   • October 8, 2011

9. Top Heavy Question

   By Guest mattman, April 23, 2003
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • April 24, 2003

10. RIA Audit by DOL

    By austin3515, July 19, 2010
    • 2 replies
    • 1.2k views
    • 
    • PensionPro
    • July 19, 2010

11. Overpayment due to ADP Excess Failure

    By PMC, February 11, 2009
    • 0 replies
    • 1.2k views
    • 
    • PMC
    • February 11, 2009

12. Frozen PS Plans

    By Guest SuzieQNEC, August 15, 2009
    • 1 reply
    • 1.2k views
    • 
    • PensionPro
    • August 15, 2009

13. ADP/ACP - Prior Year Percent Method - Plan Year Change

    By fiona1, April 7, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 7, 2005

14. excess contribution

    By Guest ehayes, June 6, 2003
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 10, 2003

15. Exclusions

    By Coleboy1, September 25
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • September 26

16. Allocation of Forfeiture (415 Deadline)

    By 12AX7, September 3, 2013
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • September 4, 2013

17. Paying Federal & State taxes on distributions

    By bpenfold, November 21, 2017   

    • taxes
    • federal
    • (and 4 more)

      Tagged with:

      • taxes
      • federal
      • state
      • government
      • 945
      • 1099-r
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 22, 2017

18. Safe Harbor Contribution

    By retbenser, October 21, 2013
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • October 22, 2013

19. Simple IRA rollover to a Qualifed Plan

    By 52626, March 21, 2014
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • March 21, 2014

20. Employer’s Combined Marginal Tax Rate -What does this mean

    By Alex Daisy, October 8, 2014
    • 8 replies
    • 1.2k views
    • 
    • Bird
    • October 13, 2014

21. Coverage Group vs. W-2 Coverage Check Box

    By Fred Payne, December 19, 2002
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • December 19, 2002

22. Hardship withdrawal 401k plan

    By 30Rock, June 3, 2024
    • 5 replies
    • 1.2k views
    • 
    • 30Rock
    • June 5, 2024

23. after-tax contributions

    By Santo Gold, September 15, 2006
    • 0 replies
    • 1.2k views
    • 
    • Santo Gold
    • September 15, 2006

24. Ineligible participant funds Salary Deferrals in Safe Harbor 401(k) Plan

    By Dougsbpc, March 20, 2023
    • 7 replies
    • 1.2k views
    • 
    • BG5150
    • March 22, 2023

25. Participant Loans

    By Jilliandiz, October 31, 2005
    • 0 replies
    • 1.2k views
    • 
    • Jilliandiz
    • October 31, 2005

26. 401k plan amends to charge participant a distribution fee

    By jkharvey, February 5, 2010
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • February 7, 2010

27. Pooled Plan / Lost Participant / $800 Balance

    By austin3515, October 30, 2017
    • 7 replies
    • 1.2k views
    • 
    • ESOP Guy
    • October 31, 2017

28. Safe Harbor 3% NonElective to NHCE only. Mid Year Change wanted.

    By Mr Bagwell, May 3, 2021   

    • safe harbor
    • 4 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • May 3, 2021

29. ACP testing, prior yr, vesting change from 100%

    By Guest noans, December 5, 2011
    • 5 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 6, 2011

30. matching contribution for controlled group

    By Pixie, January 5, 2015   

    • match
    • controlled group
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • January 5, 2015

31. Top heavy in multiple employer plan

    By pmacduff, October 26, 2011
    • 5 replies
    • 1.2k views
    • 
    • Lou S.
    • November 18, 2011

32. FAS 157

    By Guest CRM, June 2, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 2, 2009

33. Use of Forfeiture Account Balance with Terminating Plan

    By waid10, July 14, 2023   

    • terminating plans
    • forfeiture
    • 4 replies
    • 1.2k views
    • 
    • Paul I
    • July 14, 2023

34. Finding Legislation on the Web

    By Guest CCarter, July 9, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 9, 2002

35. Hardship supsension failure - impact to ADP/ACP tests

    By jaemmons, February 16, 2005
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • February 21, 2005

36. Fiduciary Liability for Third-Party Advice On Post-Retirement Planning

    By Guest RAR, March 5, 2000
    • 1 reply
    • 1.2k views
    • 
    • Jon Chambers
    • March 10, 2000

37. Match to HCE

    By Guest bernie lomax, February 26, 2010
    • 6 replies
    • 1.2k views
    • 
    • austin3515
    • March 1, 2010

38. Fund Remittance - Employer Contribution

    By John K, April 29
    • 5 replies
    • 1.2k views
    • 
    • Paul I
    • April 30

39. Distribution Prior to a Plan restating to egtrra

    By Guest jkrad, June 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 3, 2003

40. 404(a)(5) disclosure notice

    By Santo Gold, October 17, 2024
    • 3 replies
    • 1.2k views
    • 
    • Paul I
    • October 18, 2024

41. Max Loan Amount

    By goldtpa, March 27, 2013
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • March 28, 2013

42. Single Participant Profit Sharing Plan

    By MBCarey, August 2, 2006
    • 1 reply
    • 1.2k views
    • 
    • Leopurrd
    • August 2, 2006

43. ownership question

    By Guest yukon, November 4, 2005
    • 1 reply
    • 1.2k views
    • 
    • buckaroo
    • November 11, 2005

44. Excluding highly compensated employee who is not an owner from a plan

    By rblum50, May 23, 2022
    • 7 replies
    • 1.2k views
    • 
    • david rigby
    • May 24, 2022

45. MPP merger and Last Day Rule

    By Guest Tara Curran, January 31, 2003
    • 4 replies
    • 1.2k views
    • 
    • 2muchstress
    • January 31, 2003

46. Ineligible employee deferred in 2005

    By Jim Chad, September 1, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 13, 2006

47. ADP Testing

    By Guest ladybug61, March 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 10, 2003

48. ADP Testing when utilizing the otherwise non-excludables

    By Guest jhilliard, September 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • Earl
    • September 14, 2004

49. Disregarded entity compensation

    By Purplemandinga, November 26, 2018
    • 2 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • November 27, 2018

50. Compensation used to Determine Top Paid Group

    By MarZDoates, August 20, 2014
    • 3 replies
    • 1.2k views
    • 
    • MWeddell
    • August 21, 2014