401(k) Plans

19,275 topics in this forum

1. signature date for safe harbor

   By Guest tas1, November 27, 2007
   • 1 reply
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • November 28, 2007

2. Startup 401(k) Plan

   By Guest Theresa Irvin, June 21, 2011
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • June 21, 2011

3. Excluding Part-Time Employees From 401(k) Plan

   By metsfan026, June 14, 2022
   • 4 replies
   • 1.2k views
   • 
   • Dare Johnson
   • June 14, 2022

4. Investment in investment fund on Foreign stock market

   By Guest fore01k, February 15, 2005
   • 1 reply
   • 1.2k views
   • 
   • mbozek
   • February 15, 2005

5. Catch-up and 5330

   By Guest bjschiedel, June 19, 2003
   • 3 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • June 20, 2003

6. Nationwide class-action settlement - does it help your clients?

   By Peter Gulia, December 16, 2014   

   • disclosure revenue-sharing
   • 0 replies
   • 1.2k views
   • 
   • Peter Gulia
   • December 16, 2014

7. True-up Match . . . for 2001!

   By Guest LKHartnett, September 23, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • September 23, 2002

8. Schedule C vs W-2/Corp

   By austin3515, February 12, 2017
   • 5 replies
   • 1.2k views
   • 
   • spiritrider
   • February 14, 2017

9. Safe harbor mid-year amendments

   By Belgarath, September 1, 2016
   • 2 replies
   • 1.2k views
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   • Belgarath
   • September 1, 2016

10. Roth Rollovers

    By DTH, February 15, 2017
    • 3 replies
    • 1.2k views
    • 
    • ErisaGooroo
    • September 19, 2017

11. participant directed investements

    By MJ Hartman, August 12, 2003
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • August 13, 2003

12. Prevailing Wage ADP Failure - Fort Williams Software

    By Purplemandinga, October 10, 2019
    • 5 replies
    • 1.2k views
    • 
    • Lou S.
    • October 11, 2019

13. DETERMINING HCE'S FOR NEW MEMBER OF CONTROLLED GROUP

    By Lori H, February 10, 2005
    • 1 reply
    • 1.2k views
    • 
    • jquazza
    • February 11, 2005

14. plan termination

    By Guest good2brich, July 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2004

15. Plan Compensation

    By Guest dwall, December 15, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 15, 2005

16. Life Insurance in retirement plan

    By Guest jhilliard, July 31, 2003
    • 2 replies
    • 1.2k views
    • 
    • ccassetty
    • July 31, 2003

17. Controlled Group testing

    By cpc0506, November 25, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • November 25, 2009

18. Top Heavy and Excess Deferral

    By Catch22PGM, July 9, 2020   

    • top heavy
    • excess deferral
    • 3 replies
    • 1.2k views
    • 
    • Catch22PGM
    • July 9, 2020

19. Exclusion of Eligible Employees from 401(k) Deferral Opportunity

    By ERISA1, October 9, 2014   

    • What if all NHCEs Excluded
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • October 10, 2014

20. 401k enrollment election forms

    By Guest dyoung, July 19, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 19, 2005

21. Distribution in controlled group situation

    By jkharvey, January 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • January 11, 2005

22. Part-time employees

    By Guest Hoosier, December 27, 2002
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 27, 2002

23. Loans

    By Guest BruceCM, May 6, 2005
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • May 6, 2005

24. 1099-R(s) for 402(g) excess

    By BG5150, March 15, 2022
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • March 15, 2022

25. Multiple top heavy years

    By lexi, March 8, 2007
    • 3 replies
    • 1.2k views
    • 
    • Jim Chad
    • March 9, 2007

26. Top Heavy 401(k)

    By Guest Ed Walker, March 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • March 27, 2003

27. 415 limit Union Plan

    By PFranckowiak, December 1, 2010
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • December 1, 2010

28. Incorrect Deferral and Matching Allocations

    By mming, May 2, 2006
    • 0 replies
    • 1.2k views
    • 
    • mming
    • May 2, 2006

29. dentist with a SIMPLE401 is now drawing income from a management company...

    By Lori H, April 9, 2004
    • 5 replies
    • 1.2k views
    • 
    • Lori H
    • April 13, 2004

30. PPA

    By Nassau, October 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • Nassau
    • October 3, 2008

31. Employer Contributions

    By Guest Heath, July 16, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 16, 2001

32. Individual(k) Plan

    By FJR, December 20, 2002
    • 1 reply
    • 1.2k views
    • 
    • Earl
    • December 22, 2002

33. Hardship Distribution Due To Hurricane

    By metsfan026, November 21, 2022
    • 5 replies
    • 1.2k views
    • 
    • FT Retire
    • November 21, 2022

34. Tax reporting of excess contributions

    By Guest susa, March 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 19, 2003

35. Earned Income

    By austin3515, August 16, 2010
    • 4 replies
    • 1.2k views
    • 
    • Calavera
    • August 17, 2010

36. Deferral correction

    By BW, December 15, 2014
    • 4 replies
    • 1.2k views
    • 
    • Beemer
    • December 19, 2014

37. Safe Harbor - Controlled Group

    By 52626, September 6, 2023
    • 2 replies
    • 1.2k views
    • 
    • Paul I
    • September 6, 2023

38. hardship for medical expenses

    By 52626, May 17, 2013
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • May 17, 2013

39. 401(k) Plan / average benefits test

    By Guest hyper, June 30, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 30, 2004

40. Katrina Distributions

    By k man, November 4, 2005
    • 2 replies
    • 1.2k views
    • 
    • k man
    • November 4, 2005

41. nonspouse beneficiary

    By Guest gregens, July 2, 2003
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 2, 2003

42. Loans can or cannot be rolled over ? HELP !

    By Guest bjschiedel, July 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • July 27, 2004

43. Roth 401(k) and Roth IRA

    By Guest kdwalls1, August 2, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 2, 2005

44. Plan Term

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

45. Reduce Safe Harbor Match from 6% to 4%

    By Guest TimS, June 11, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 12, 2009

46. QACA Uniformity

    By Guest Statler, December 2, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 2, 2009

47. Normal Retirement Age

    By k man, February 2, 2010
    • 0 replies
    • 1.2k views
    • 
    • k man
    • February 2, 2010

48. 401(k) Balances into Roth

    By fiona1, September 11, 2008
    • 5 replies
    • 1.2k views
    • 
    • JanetM
    • September 12, 2008

49. Loss on excess contribution refund

    By PAL, March 27, 2009
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • March 27, 2009

50. EPCRS

    By rlb64, September 18, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 18, 2006