401(k) Plans

19,337 topics in this forum

1. Change in 401K plans

   By Guest HRISGal, November 15, 2006
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • November 16, 2006

2. Taxation of deferrals

   By Guest Sieve, October 19, 2008
   • 1 reply
   • 1.2k views
   • 
   • JanetM
   • October 20, 2008

3. Cashing out 401k

   By hawkeye1959, October 16, 2019
   • 5 replies
   • 1.2k views
   • 
   • hawkeye1959
   • October 18, 2019

4. Excluding Part-Time Employees

   By Guest mbaca, October 31, 2006
   • 1 reply
   • 1.2k views
   • 
   • Peanut Butter Man
   • October 31, 2006

5. Good article on FAB 2014-01

   By austin3515, August 21, 2014
   • 6 replies
   • 1.2k views
   • 
   • austin3515
   • August 21, 2014

6. employer accidentally turned off EE contribution

   By Guest fcdeacy, December 5, 2006
   • 2 replies
   • 1.2k views
   • 
   • 401_4_ever
   • December 5, 2006

7. Rollover from 401K to ROTH IRA

   By Alex Daisy, September 11, 2009
   • 4 replies
   • 1.2k views
   • 
   • R. Butler
   • September 11, 2009

8. Unused Sick Time Payments

   By DTH, February 12, 2003
   • 0 replies
   • 1.2k views
   • 
   • DTH
   • February 12, 2003

9. Roth

   By goldtpa, February 15, 2013
   • 6 replies
   • 1.2k views
   • 
   • Guest
   • March 22, 2013

10. 401k loans?

    By Guest fyaym2000, August 11, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 12, 2004

11. Another Individual (k) Question

    By Guest EAS, December 23, 2004
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 23, 2004

12. Cycle E

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

13. QNECs and prior year testing

    By Guest Jane Freeman, March 4, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 22, 2004

14. Stop Safe Harbor Match Mid year for owners

    By Guest Solara, August 17, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2012

15. Excess Contributions

    By Guest Joe Vasko, January 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • Disco Stu
    • January 27, 2003

16. Key Employees

    By Guest SharonB, April 1, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • April 1, 2003

17. Prototype - Was 401k, now PS Only

    By austin3515, November 27, 2012
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • November 28, 2012

18. Conversion Blackout Ends Sooner - New Notice Required?

    By Guest JimJ, October 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • October 13, 2004

19. termination of safe harbor provisions

    By Guest Jane Freeman, April 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • April 11, 2005

20. 2019 ADP testing deadline

    By 30Rock, March 20, 2020
    • 9 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 24, 2020

21. 401(k) Amendments on Account of Final Regs.

    By chris, October 17, 2005
    • 0 replies
    • 1.2k views
    • 
    • chris
    • October 17, 2005

22. Safe Harbor and Profit Sharing

    By 401kay, October 28, 2022
    • 9 replies
    • 1.2k views
    • 
    • Lou S.
    • November 17, 2022

23. LLCs forming PLLC

    By Tinman, May 8, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tinman
    • May 9, 2008

24. Facts & Circumstances Hardship under audit

    By BG5150, January 4, 2023
    • 5 replies
    • 1.2k views
    • 
    • bito'money
    • January 6, 2023

25. RMD and Rollovers

    By goldtpa, November 8, 2011
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • November 9, 2011

26. Successor Plan Issue

    By Guest matt2800, April 16, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • April 16, 2008

27. Forfeitures to reduct Employer Contribution

    By Guest ebailey, May 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • May 16, 2009

28. Safe Harbor Enhanced Match w/an additional $25K profit sharing contribution

    By Guest TLCPension, October 8, 2003
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 9, 2003

29. Automatic Enrollment

    By CLE401kGuy, September 20, 2013
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 24, 2013

30. Partnership Tax Deductibilty of Contributions / Deposit Timing

    By CLE401kGuy, August 6, 2013
    • 0 replies
    • 1.2k views
    • 
    • CLE401kGuy
    • August 6, 2013

31. Keogh to MEP

    By Guest FJMISS, September 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • September 16, 2009

32. ownership percentages

    By Guest dstran, March 21, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 21, 2006

33. elapsed time - vesting

    By Lou81, May 22, 2025   

    • vesting
    • 6 replies
    • 1.2k views
    • 
    • Calavera
    • June 5, 2025

34. Coverage failure

    By Guest Bearlee, March 10, 2009
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 10, 2009

35. Plan Year Different from Corporate Year

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

36. Delinquent Loans - Transfer to Successor Plan?

    By Guest Chaffee, December 15, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 15, 2003

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

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

38. Loan Refinance

    By Guest SLBRB, June 19, 2014
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • June 19, 2014

39. Rehire after rollover

    By Guest CeCe_4_UNCP, December 31, 2010
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • January 3, 2011

40. rollover

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

41. Safe Harbor and Changing Compensation

    By Randy Watson, December 15, 2008
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • December 15, 2008

42. Excess Contributions Cannot Be Made Because Amounts Distributed Per a QDRO

    By Guest Grumpy455, February 17, 2005
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • February 17, 2005

43. Vesting according to PPA

    By Guest cconnell, January 29, 2007
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 29, 2007

44. Employment contract - just poor wording or a larger problem

    By Kansas401k, January 24, 2023
    • 13 replies
    • 1.2k views
    • 
    • Paul I
    • February 4, 2023

45. Special Participation Date

    By RCK13, September 25, 2020   

    • participation
    • eligiblity
    • (and 3 more)

      Tagged with:

      • participation
      • eligiblity
      • special rules
      • 401k
      • cross-tested
    • 4 replies
    • 1.2k views
    • 
    • RCK13
    • September 25, 2020

46. Schedule C vs W-2/Corp

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

47. DC Plan Audit

    By jala, October 17, 2011
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • October 18, 2011

48. 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

49. Top heavy minimum and coverage

    By S- Milwaukee, December 3, 2015   

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

50. ER Contrib missed tax deadline

    By CJS07, March 23, 2016
    • 5 replies
    • 1.2k views
    • 
    • Lou S.
    • March 23, 2016