401(k) Plans

19,321 topics in this forum

1. ATRA Roth Transfer

   By Gruegen, October 15, 2013
   • 2 replies
   • 1.1k views
   • 
   • Belgarath
   • October 16, 2013

2. Auto Enrollment / Corbel Document

   By austin3515, May 11, 2015
   • 2 replies
   • 927 views
   • 
   • ESOP Guy
   • May 12, 2015

3. Changing from fiscal year to calendar year

   By gdlfa, July 28, 2016
   • 2 replies
   • 1.9k views
   • 
   • Tom Poje
   • July 29, 2016

4. Fixed match in safe harbor 401k

   By sammyp42, January 19, 2017
   • 2 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • January 24, 2017

5. Disc Testing/Acquisition

   By Nancy Pritz, January 18, 2018   

   • discrimination
   • acquisition
   • (and 1 more)

     Tagged with:

     • discrimination
     • acquisition
     • free-pass
   • 2 replies
   • 713 views
   • 
   • Nancy Pritz
   • January 22, 2018

6. Multiple employer

   By cdavis25, March 8, 2018
   • 2 replies
   • 840 views
   • 
   • CuseFan
   • March 8, 2018

7. Another suspend safe harbor question - sorry

   By Gilmore, March 26, 2020
   • 2 replies
   • 572 views
   • 
   • Gilmore
   • March 26, 2020

8. Roth Deducted from Gross or Net Pretax

   By legort69, August 26, 2020
   • 2 replies
   • 581 views
   • 
   • RatherBeGolfing
   • August 26, 2020

9. May Employer Reimburse Fees Back To Participants?

   By Guest ralar, November 11, 1999
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • November 19, 1999

10. PROTECTED BENEFITS

    By Guest Don J. Smith, March 15, 2001
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • March 16, 2001

11. Hardship distribution

    By Guest cosmo01, September 8, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 12, 2003

12. Excess contribution and forfeited match

    By Sully, January 30, 2004
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 2, 2004

13. Late Safe Harbor for one Participant

    By BG5150, March 18, 2010
    • 2 replies
    • 896 views
    • 
    • BG5150
    • March 19, 2010

14. Savers Credit

    By austin3515, March 12, 2013
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • March 13, 2013

15. Immediate Entry for Rehire?

    By Susan S., June 19, 2014
    • 2 replies
    • 2.9k views
    • 
    • My 2 cents
    • June 20, 2014

16. Using forfeitures for safe harbor match

    By djhpro, January 20, 2017
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 20, 2017

17. Disregarded entity compensation

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

18. Missed deferrals

    By Cynchbeast, March 26, 2020
    • 2 replies
    • 491 views
    • 
    • Cynchbeast
    • March 29, 2020

19. Integrated Profit Sharing Contribution Formula in addition to safe har

    By Guest Gibson, September 5, 2001
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • September 6, 2001

20. 401(k) contributions and bonus compensation

    By Guest Mr. Relaxation, June 13, 2003
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • June 13, 2003

21. How do you give the Top Heavy minmum contribution

    By Earl, September 15, 2004
    • 2 replies
    • 1.2k views
    • 
    • Earl
    • September 16, 2004

22. 401k vs. money market accounts

    By Guest johndiaz, January 26, 2005
    • 2 replies
    • 4.6k views
    • 
    • david rigby
    • January 26, 2005

23. 401(k) for 501(c)(3)'s with possible Controlled Group

    By John Feldt ERPA CPC QPA, August 8, 2006
    • 2 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 10, 2006

24. Impermissible hardship distribution

    By Belgarath, March 13, 2007
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • March 13, 2007

25. Who's the Employer?

    By 12AX7, December 1, 2010
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • December 1, 2010

26. Returning Excess Annual Additions >1 year later

    By Gadgetfreak, November 3, 2011
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • November 7, 2011

27. Distribution request from HCE

    By Dan, April 10, 2012
    • 2 replies
    • 840 views
    • 
    • BG5150
    • April 10, 2012

28. 401(k) deferral not started by employer

    By mlp0816, January 21, 2015
    • 2 replies
    • 882 views
    • 
    • austin3515
    • January 22, 2015

29. Inherited IRA

    By Pension RC, April 1, 2016
    • 2 replies
    • 947 views
    • 
    • QDROphile
    • April 1, 2016

30. mid year change to safe harbor matc

    By 52626, May 31, 2016
    • 2 replies
    • 651 views
    • 
    • BG5150
    • May 31, 2016

31. Solo(k) Notices

    By Purplemandinga, November 21, 2017
    • 2 replies
    • 491 views
    • 
    • Purplemandinga
    • November 21, 2017

32. owner's 401(k) deposits<>contribution - amend or late deposit

    By TPApril, June 26, 2020
    • 2 replies
    • 777 views
    • 
    • TPApril
    • June 26, 2020

33. Anyone know anything about Puerto Rican 165(e) plans? Please!!!

    By Guest HIPAAdrome, September 15, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 15, 2000

34. 1099R code for an excess IRA contribution?

    By Guest UKH, February 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • February 5, 2003

35. Correction for Loan In Excess of Legal Limit

    By Guest lislee, February 24, 2003
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • February 24, 2003

36. Stock Attribution

    By Guest CCarter, June 13, 2003
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • June 13, 2003

37. Safe harbor true-up

    By Guest JBeck, March 4, 2004
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 4, 2004

38. Cessation of Safe Harbor Profit Sharing

    By mschwechter, January 26, 2005
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • January 26, 2005

39. Two 415 limits?

    By K-t-F, September 7, 2006
    • 2 replies
    • 1.3k views
    • 
    • K-t-F
    • September 7, 2006

40. HCEs & ADP

    By pmacduff, January 8, 2008
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 9, 2008

41. Timing of Forfeiture of related match on ADP corrective conts.

    By buckaroo, December 11, 2008
    • 2 replies
    • 3.7k views
    • 
    • buckaroo
    • December 16, 2008

42. ASPPA DC-3 TEXT BOOK WANTED

    By Guest WILDPIG, August 5, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • August 6, 2010

43. Employer Contributions - Timing of Deposit

    By Guest Stacey Potts, March 1, 2011
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • March 2, 2011

44. Uncashed Checks for a Bankrupt Recordkeeper

    By Nassau, April 21, 2011
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • April 21, 2011

45. QACA Safe Harbor Match

    By Effen, May 13, 2011
    • 2 replies
    • 2.6k views
    • 
    • Effen
    • May 14, 2011

46. Amending Profit Sharing Allocation Method

    By emmetttrudy, August 17, 2012
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • August 18, 2012

47. Top heavy test / related employer

    By Guest JB2, February 5, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 18, 2002

48. QNEC, Already contributed $20,500 limit to 401K; Turned 50 years old in March 2022, will QNEC count towards Catch-Up Limit?

    By Rita, August 24, 2022
    • 2 replies
    • 609 views
    • 
    • Rita
    • August 24, 2022

49. Financial hardship exists (safe harbor definition) even if participant

    By Guest hank, June 28, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 22, 2002

50. HCE Status Determination in First Plan Year

    By Guest Anjele Bonie, January 17, 2001
    • 2 replies
    • 3k views
    • 
    • Guest
    • January 18, 2001