401(k) Plans

19,275 topics in this forum

1. Status change

   By Guest lindamichals, September 11, 2006
   • 2 replies
   • 1.2k views
   • 
   • RTK
   • September 12, 2006

2. Master Trust Determination Assistance Required

   By Blinky the 3-eyed Fish, April 29, 2004
   • 2 replies
   • 1.2k views
   • 
   • JanetM
   • April 29, 2004

3. Statutory Exclusion - Class Change

   By LKSmoke, February 2, 2018
   • 2 replies
   • 1.2k views
   • 
   • 401_noob
   • February 2, 2018

4. Compensation for Mid year Safe-Harbor Plan of Sole Proprietor

   By JButtrick, January 12, 2005
   • 2 replies
   • 1.2k views
   • 
   • mbozek
   • January 14, 2005

5. Deductible Traditional IRA to a 401k

   By Guest Elfman, August 13, 2004
   • 4 replies
   • 1.2k views
   • 
   • Lori Friedman
   • August 26, 2004

6. Cycle E

   By 30Rock, April 5, 2010
   • 2 replies
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • April 19, 2010

7. Plan Year Different from Corporate Year

   By DP, July 24, 2008
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • July 26, 2008

8. Safe Harbor Contribution for 1st Year - Compensation Used

   By Guest KMP, July 8, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • July 8, 2002

9. comp limits and payroll issues

   By K2retire, April 4, 2012
   • 5 replies
   • 1.2k views
   • 
   • QDROphile
   • April 4, 2012

10. Self employed 401K - IMPLICATIONS

    By Guest crr1210, January 22, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 23, 2007

11. Business Moves to Puerto Rico

    By justanotheradmin, February 12, 2020
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • February 24, 2020

12. Affiliated Service Group/Controlled Group

    By Randy Watson, February 23, 2010
    • 2 replies
    • 1.2k views
    • 
    • justatester
    • February 24, 2010

13. rollover

    By Guest b2kates, December 2, 2002
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • December 3, 2002

14. vesting question

    By k man, April 1, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • April 1, 2005

15. "Non-compensated" Service

    By Guest dick@fbanet.com, November 15, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 15, 2002

16. Control Group Issues

    By Guest Nanetta45, July 21, 2010
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • July 21, 2010

17. Deferral "logic" for HCE

    By SMB, February 28, 2007
    • 1 reply
    • 1.2k views
    • 
    • stephen
    • February 28, 2007

18. Short Plan year

    By Guest mol, September 7, 2004
    • 3 replies
    • 1.2k views
    • 
    • jquazza
    • September 9, 2004

19. Loan Refinancings

    By austin3515, June 25, 2010
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • June 28, 2010

20. Forfeiture Question

    By austinh2591, January 20, 2021   

    • forfeiture
    • 5 replies
    • 1.2k views
    • 
    • Luke Bailey
    • January 21, 2021

21. shifting and catch up contributions

    By Tom Poje, March 1, 2004
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • March 1, 2004

22. Different Eligibility Requirements for 401(k) Contributions

    By Stash026, May 18, 2021
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • May 18, 2021

23. Failure to deduct employee deferral

    By Brenda Wren, August 9, 2005
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • August 9, 2005

24. adding 401(k) and safe Harbor

    By Earl, May 8, 2003
    • 2 replies
    • 1.2k views
    • 
    • Earl
    • May 8, 2003

25. Standardized transmittal letter for ADP/ACP distributions?

    By Guest RONNIE WASEL, November 13, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • November 14, 2003

26. Nonresident Alien Employees

    By Guest DLearning, February 23, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 23, 2004

27. self-dealing?

    By Guest Aust916, December 11, 2013
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • December 12, 2013

28. Top heavy minimum with frozen DB + 401(k)

    By Guest Judy S, June 2, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 2, 2003

29. Forfeitures

    By Guest philc, June 18, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 26, 2003

30. 945

    By Guest lindamichals, January 10, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 10, 2003

31. FICA Taxation of Contribution Made Per Employee's One-Time Irrevocable Election

    By Guest long, December 9, 2003
    • 1 reply
    • 1.2k views
    • 
    • Everett Moreland
    • December 10, 2003

32. Mid Year SH QNEC

    By AJ North, June 1, 2011
    • 3 replies
    • 1.2k views
    • 
    • AJ North
    • June 3, 2011

33. Very quick question regarding vesting and terminated participants and NRA?

    By Lori H, October 22, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • October 22, 2012

34. In-service distribution to IRA

    By goldtpa, June 3, 2005
    • 0 replies
    • 1.2k views
    • 
    • goldtpa
    • June 3, 2005

35. Holding account earnings--Are they Annual Additions?

    By jjaatirs, March 23, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • March 23, 2006

36. Top heavy minimum and coverage

    By S- Milwaukee, December 3, 2015   

    • Top heavy
    • 4 replies
    • 1.2k views
    • 
    • S- Milwaukee
    • December 3, 2015

37. Safe Harbor Only Plan and Union Folks - Top Heavy Issue

    By HarleyBabe, October 13, 2015
    • 2 replies
    • 1.2k views
    • 
    • HarleyBabe
    • November 4, 2015

38. Automatic Enrollment Notices

    By Guest Mart, September 23, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 26, 2005

39. Switching from safe harbor to non-safe harbor in prospective plan year...

    By jaemmons, January 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • January 30, 2004

40. Would anyone be willing to share with me how you handle SH notices for new clients as well as established clients?

    By jkharvey, June 17, 2005
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • June 17, 2005

41. QMAC/QNEC option for Incorrect ER Match; Failed Testing (VCP & VFCP)

    By IhrtERISA, August 15, 2016   

    • VFCP
    • QMAC
    • (and 5 more)

      Tagged with:

      • VFCP
      • QMAC
      • QNEC
      • VCP
      • Match
      • ADP
      • ACP
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • August 17, 2016

42. Plan Documents

    By Guest PenPal, December 21, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 21, 2005

43. Mandatory W/Holding States

    By austin3515, July 16, 2007
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 16, 2007

44. Timing of Transactions in under a 401(k) Plan

    By NYERPA, July 31, 2015   

    • 401(k)
    • trade
    • (and 2 more)

      Tagged with:

      • 401(k)
      • trade
      • investment
      • timing
    • 2 replies
    • 1.2k views
    • 
    • 401king
    • July 31, 2015

45. Rollover of after-tax

    By FundeK, September 23, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • September 24, 2004

46. How much is the covered compensation?

    By RayJJohnsonJr, March 23, 2012
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • March 26, 2012

47. new profit sharing plan wants 401(k) next plan year

    By Lori H, September 18, 2006
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 18, 2006

48. QDIA notices

    By Guest Powers, November 9, 2009
    • 1 reply
    • 1.2k views
    • 
    • jkdoll2
    • November 9, 2009

49. Excess Contributions Subject to Excise Tax Per Committee Report 5102?

    By billfgrady, January 12, 2007
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • January 12, 2007

50. 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