401(k) Plans

19,275 topics in this forum

1. ASPA Journal numbers don't make sense to me

   By Guest Boilerburm, December 13, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • December 13, 2002

2. RMD

   By Guest lnewhouse, February 14, 2007
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • February 14, 2007

3. No hours or compensation

   By jkharvey, October 3, 2007
   • 2 replies
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • October 3, 2007

4. Terminates 401(k), starts a new PS plan

   By John Feldt ERPA CPC QPA, December 28, 2009
   • 3 replies
   • 1.2k views
   • 
   • rcline46
   • December 29, 2009

5. ACP Testing Under Safe Harbor Plan

   By LCARUSI, February 17, 2005
   • 2 replies
   • 1.2k views
   • 
   • MWeddell
   • February 21, 2005

6. Prototype - Was 401k, now PS Only

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

7. Borrowing/Shifting for ADP

   By Randy Watson, November 2, 2009
   • 1 reply
   • 1.2k views
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   • PensionPro
   • November 2, 2009

8. Application of the transition rule?

   By Guest MikeD, June 24, 2005
   • 1 reply
   • 1.2k views
   • 
   • Belgarath
   • June 24, 2005

9. Match formula changed mid-year/plan has SEI

   By Laura Harrington, July 21, 2009
   • 2 replies
   • 1.2k views
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   • Bill Presson
   • July 21, 2009

10. Affiliated Service Group - Lawyers

    By MGOAdmin, September 25, 2013   

    • affiliated
    • 3 replies
    • 1.2k views
    • 
    • shERPA
    • September 30, 2013

11. RMD Fail

    By Plan Doc, September 30, 2020
    • 6 replies
    • 1.2k views
    • 
    • JulesInCNY
    • February 25, 2021

12. Re-hire Question

    By Oh so SIMPLE, January 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • Oh so SIMPLE
    • January 3, 2008

13. Investments in Real-Estate?

    By Guest rachd, February 17, 2004
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • February 17, 2004

14. 401(k) Plan Termination Effective 2001.

    By Guest ROB VIDOVICH, September 10, 2002
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • September 10, 2002

15. Odd Issue

    By Guest elang, February 18, 2010
    • 6 replies
    • 1.2k views
    • 
    • david rigby
    • February 19, 2010

16. 415 confusion - non calendar year

    By WCC, March 9, 2017
    • 5 replies
    • 1.2k views
    • 
    • WCC
    • March 9, 2017

17. Form 5500 -- Who Should Sign Amended Returns?

    By Guest notapensiongeek, October 11, 2007
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • October 11, 2007

18. Coverage Testing and Cross Tested Plan

    By Guest Pension123, February 22, 2005
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • February 23, 2005

19. Solo 401(k)

    By Guest gts, January 15, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 16, 2003

20. Safe Harbor 401k

    By four01kman, October 17, 2006
    • 0 replies
    • 1.2k views
    • 
    • four01kman
    • October 17, 2006

21. Can a Safe Harbor Plan be amended to add Rollovers

    By CharlesLeggette, March 11, 2015
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • March 12, 2015

22. 4-Tier Integrated PS Calc

    By Puffinator, June 16, 2022
    • 6 replies
    • 1.2k views
    • 
    • Gary Lesser
    • November 20, 2022

23. Employer Match Contribution Maximum based on definition of Compensation

    By buckaroo, September 20, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 21, 2004

24. Hardship distributions and definition of child

    By 30Rock, August 21, 2023
    • 2 replies
    • 1.2k views
    • 
    • 30Rock
    • August 21, 2023

25. Late deferral contributions; can excise tax be waived if delay is due to TPA's refusal to accept and process them?

    By Guest Shmedd, September 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • RCK
    • September 19, 2003

26. Controlled Groups

    By Guest Ted Kowalchuk, CFP, CFS,, October 18, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 19, 2006

27. Severance--12 months of no 401k deferrals

    By Oh so SIMPLE, September 17, 2012
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • September 18, 2012

28. Coversion to Safe Harbor

    By Guest Dave Peckham, August 21, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 24, 2004

29. Roth 401(k) Contributions

    By Guest Tad77, September 28, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • September 29, 2006

30. 410(b)(6)(c) Transition

    By Young Curmudgeon, July 3, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 3, 2012

31. LLC income

    By pixmax, March 19, 2010
    • 3 replies
    • 1.2k views
    • 
    • GBurns
    • March 20, 2010

32. Profit Sharing Allocation in Initial Plan Year

    By Guest Donaldson, November 8, 2002
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 8, 2002

33. Document Calls for Prior Year Testing, but TPA Used Current Year Testing

    By Dennis Povloski, November 1, 2010
    • 4 replies
    • 1.2k views
    • 
    • Dennis Povloski
    • November 2, 2010

34. employee deferrals

    By EBDI, July 12, 2012
    • 4 replies
    • 1.2k views
    • 
    • K2retire
    • July 13, 2012

35. Black Out

    By PFranckowiak, May 20, 2011
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • May 23, 2011

36. top 20%

    By Guest greggi39, September 22, 2004
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • September 22, 2004

37. Spinoff

    By Guest Eagle54, November 29, 2012
    • 2 replies
    • 1.2k views
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    • MoJo
    • November 30, 2012

38. Plan to Plan transfers

    By Guest soccermom, March 5, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 5, 2009

39. Controlled group of Dr.'s & Staff Plan - Dr. eligibility

    By TPApril, September 24, 2020
    • 10 replies
    • 1.2k views
    • 
    • TPApril
    • September 26, 2020

40. Penalties for not making a top heavy minimum contribution?

    By K2retire, May 26, 2017
    • 3 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • May 26, 2017

41. Can a new solo 401(k) be used to accept rollover from other plan, then loan funds to the sole participant?

    By Guest number6, September 19, 2003
    • 3 replies
    • 1.2k views
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    • Belgarath
    • September 19, 2003

42. 401(k) Plan Termination

    By Guest jetfaninmn, June 26, 2006
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • June 26, 2006

43. Safe Harbor Plan w/ additional Match - ACP Test or not?

    By Guest Puff, August 11, 2014   

    • SHNE with match
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 11, 2014

44. Late Deposit

    By Randy Watson, May 18, 2012
    • 6 replies
    • 1.2k views
    • 
    • Randy Watson
    • May 18, 2012

45. ADP test

    By Belgarath, May 24, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • May 24, 2012

46. Fee disclosure extension

    By austin3515, July 23, 2013
    • 4 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2013

47. Safe Harbor Plan

    By Guest JJC, April 21, 2003
    • 3 replies
    • 1.2k views
    • 
    • R. Butler
    • April 21, 2003

48. Treatment of Catch-up Contributions

    By Dougsbpc, June 22, 2010
    • 4 replies
    • 1.2k views
    • 
    • R. Butler
    • June 22, 2010

49. Safe harbor match

    By pmacduff, January 5, 2007
    • 2 replies
    • 1.2k views
    • 
    • Sully
    • January 5, 2007

50. $1.10 SHMAC on 6%

    By Jim Chad, November 10, 2009
    • 2 replies
    • 1.2k views
    • 
    • Jim Chad
    • November 10, 2009