401(k) Plans

19,337 topics in this forum

1. 945

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

2. Treatment of Catch-up Contributions

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

3. Deferral "logic" for HCE

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

4. Solo 401(k) plan

   By Guest Pat Metallic, March 23, 2006
   • 1 reply
   • 1.2k views
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   • Lame Duck
   • March 23, 2006

5. Hardship distribution problem

   By FJR, April 22, 2004
   • 1 reply
   • 1.2k views
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   • FundeK
   • April 22, 2004

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

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

7. basic top heavy

   By pmacduff, January 28, 2011
   • 8 replies
   • 1.2k views
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   • BG5150
   • January 28, 2011

8. Plan Compensation

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

9. Incorrect Deferral and Matching Allocations

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

10. Distributions from nonqualified deferred comp plan

    By JRN, March 20, 2018
    • 3 replies
    • 1.2k views
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    • EBECatty
    • March 22, 2018

11. Distribution in controlled group situation

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

12. 1099-R Code for Qualified Disaster Recovery Distributions

    By Gruegen, August 26, 2024
    • 1 reply
    • 1.2k views
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    • Paul I
    • August 26, 2024

13. 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

14. catch up contributions

    By Guest joeplans, December 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 26, 2004

15. Qualified Rollover

    By Guest caddieadmin, March 1, 2007
    • 2 replies
    • 1.2k views
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    • Guest
    • March 1, 2007

16. First Deferral

    By pam@bbm, July 7, 2016
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • July 8, 2016

17. Affiliated Service Group - Lawyers

    By MGOAdmin, September 25, 2013   

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

18. 401(k) Plan / average benefits test

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

19. Investments in Real-Estate?

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

20. Maximum Deferral

    By khn, April 21, 2017
    • 11 replies
    • 1.2k views
    • 
    • NJ Mike
    • April 25, 2017

21. Otherwise excludables and safe harbor

    By rlb64, March 11, 2008
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 12, 2008

22. Multiple Safe Harbor Formulas

    By Guest mbw, August 28, 2009
    • 4 replies
    • 1.2k views
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    • MWeddell
    • August 31, 2009

23. 415 limit Union Plan

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

24. Self employed 401K - IMPLICATIONS

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

25. plan termination

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

26. 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

27. 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

28. auto enrollment failure

    By Earl, January 7, 2016
    • 4 replies
    • 1.2k views
    • 
    • EBECatty
    • January 8, 2016

29. 401(k) Balances into Roth

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

30. How soon does a Safe Harbor contribution have to be allocated?

    By BG5150, September 4, 2014
    • 6 replies
    • 1.2k views
    • 
    • Bird
    • September 5, 2014

31. Control Group Issues

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

32. Loan Refinancings

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

33. In-service distribution to IRA

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

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

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

35. safe harbor employer contribution plan

    By Guest JBeck, December 9, 2004
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • December 9, 2004

36. 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

37. Roth IRA to QP

    By SMB, September 28, 2009
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • September 29, 2009

38. Standardized transmittal letter for ADP/ACP distributions?

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

39. Controlled Group testing

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

40. LTPT and safe harbor plans

    By Belgarath, February 8, 2024
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • February 8, 2024

41. 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

42. 5500 COunt - Term with zero beg balance

    By TinaW, October 6, 2023
    • 4 replies
    • 1.2k views
    • 
    • bzorc
    • October 10, 2023

43. Normal Retirement Age

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

44. Prior Year/Current Year Testing

    By Gilmore, February 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gilmore
    • February 28, 2003

45. Rollover of after-tax

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

46. Loss on excess contribution refund

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

47. MEP - How to bill fair fees

    By The 402"(G)", July 19, 2017   

    • mep
    • fee
    • (and 1 more)

      Tagged with:

      • mep
      • fee
      • billing
    • 5 replies
    • 1.2k views
    • 
    • CuseFan
    • July 20, 2017

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

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

49. Immediate plan entry & age limit

    By Guest lindamichals, August 22, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • August 22, 2007

50. Katrina Distributions

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