401(k) Plans

19,275 topics in this forum

1. 5330 related for lost earnings on late 401k deferral deposit

   By Jakyasar, July 13, 2021
   • 11 replies
   • 1.2k views
   • 
   • Bob the Swimmer
   • July 14, 2021

2. 401(k) Plan

   By Guest marklouis, August 13, 2003
   • 1 reply
   • 1.2k views
   • 
   • MWeddell
   • August 14, 2003

3. 404 deduction limits with a LLP

   By Guest andylarson, September 4, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • September 4, 2003

4. Safe Harbor or Not? That is the question.

   By cpc0506, November 30, 2010
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • November 30, 2010

5. Rehires

   By Guest qualified plan, September 8, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • September 8, 2003

6. 401(k) Plan Loans -- Exclude ER securities

   By Guest justbe, November 1, 2004
   • 1 reply
   • 1.2k views
   • 
   • Brian Gallagher
   • November 1, 2004

7. 1/1/2010 5500 Count

   By BeanCounterBlues, November 24, 2009
   • 6 replies
   • 1.2k views
   • 
   • BeanCounterBlues
   • November 25, 2009

8. 401(k) Loan Rate

   By Guest hodag, August 11, 2006
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • August 14, 2006

9. Can a Key/HCE receive a reduced Safe Harbor Match?

   By Guest PensionPrincess, September 8, 2009
   • 5 replies
   • 1.2k views
   • 
   • rcline46
   • September 10, 2009

10. S/H Matching on a Pay Period Basis for an HCE

    By Guest MikeD, January 4, 2007
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • January 5, 2007

11. Faster Vesting for Returning Employees

    By Guest Noidy, January 14, 2003
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • January 14, 2003

12. Voluntary Correction Program - Missed Safe Harbor Contribtions

    By Alex Daisy, February 11, 2015
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • February 11, 2015

13. Gateway Otherwise Excludible and ADP

    By Guest chris4013, April 8, 2003
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 8, 2003

14. Top Heavy plan but everyone is highly compensated

    By Guest smhjr, December 24, 2004
    • 2 replies
    • 1.2k views
    • 
    • R. Butler
    • December 24, 2004

15. Safe Harbor rides again

    By pmacduff, November 5, 2003
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • November 5, 2003

16. Too Many Excluded EE's

    By Guest Mike Schwing, February 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • February 19, 2003

17. Spousal Consent and Power of Attorney

    By ejohnke, March 26
    • 6 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 28

18. Distribution Fee Exceeding Participant Acct. Balance

    By Guest Thomas2006, October 25, 2007
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 25, 2007

19. 1 payroll missed deferral deductions for all

    By doombuggy, December 11, 2019
    • 3 replies
    • 1.2k views
    • 
    • AATPA
    • January 6, 2020

20. basic top heavy

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

21. Loans

    By Archimage, July 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • ccassetty
    • July 10, 2003

22. Loan payments--extra accrued interest in this case?

    By BG5150, April 11, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • April 11, 2012

23. HCEs opt out of Sfe Harbor Match?

    By Guest jhilliard, September 9, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 9, 2003

24. IRS Letter for Late Filing

    By KevinMc, June 11, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 11, 2009

25. amount of time ...

    By Guest hardluckkid, February 4, 2004
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • February 5, 2004

26. Taxes on Minimum Distribution?

    By Guest Michael Anderson, December 20, 2002
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • December 20, 2002

27. Corp Tax Return Filing Deadline 2008

    By Guest saotampa, April 17, 2009
    • 2 replies
    • 1.2k views
    • 
    • 401king
    • April 17, 2009

28. Pay less than the 401(k) withholding election.

    By Just Tri, April 7, 2020
    • 3 replies
    • 1.2k views
    • 
    • Larry Starr
    • April 7, 2020

29. Hardship Withdrawal Request under final regs

    By Pammie57, February 27, 2020
    • 5 replies
    • 1.2k views
    • 
    • Larry Starr
    • February 28, 2020

30. Foreign withholding at source

    By jkharvey, April 23, 2012
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • April 24, 2012

31. Disabled participant.. wants to take the $ before retirement age... Penalties waived?

    By K-t-F, January 5, 2004
    • 3 replies
    • 1.2k views
    • 
    • K-t-F
    • January 6, 2004

32. safe harbor plan termination

    By thepensionmaven, September 8, 2016
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 8, 2016

33. Profit Sharing Allocation on Years of Service

    By 52626, June 15, 2015
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 16, 2015

34. Automatic rollovers: safe or non-safe?

    By E as in ERISA, September 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • sloble@crowleyfleck.com
    • October 1, 2004

35. Special Effective Dates and REstatements

    By austin3515, April 14, 2010
    • 4 replies
    • 1.2k views
    • 
    • cpc0506
    • April 15, 2010

36. Which taxable year?

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

37. Participation of Union-Member/Owner

    By drakecohen, December 9, 2013
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • December 9, 2013

38. Special Participation Date

    By RCK13, September 25, 2020   

    • participation
    • eligiblity
    • (and 3 more)

      Tagged with:

      • participation
      • eligiblity
      • special rules
      • 401k
      • cross-tested
    • 4 replies
    • 1.1k views
    • 
    • RCK13
    • September 25, 2020

39. Top Heavy Plan with DB contributions

    By cpc0506, February 21, 2019
    • 7 replies
    • 1.1k views
    • 
    • justanotheradmin
    • February 22, 2019

40. attribution

    By Guest carsonv, September 2, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 2, 2003

41. Solo 401(k) Plan Loan

    By Catch22PGM, July 25, 2021   

    • loan
    • interest rate
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • July 27, 2021

42. Quality Incentives for Customer Service Centers

    By Guest mporterst, July 8, 2005
    • 1 reply
    • 1.1k views
    • 
    • Fredman
    • July 11, 2005

43. 401(k) plan and profit sharing

    By Guest browntrout, December 22, 2009
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 23, 2009

44. 2004 Annual Addition

    By Lame Duck, January 16, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 16, 2004

45. Safe Harbor 3% Notice

    By Guest Bob Neal, December 19, 2002
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 19, 2002

46. 402(g) excess for partner

    By R. Butler, September 12, 2017
    • 8 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 14, 2017

47. First Deferral

    By pam@bbm, July 7, 2016
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • July 8, 2016

48. Small business retirement plan options

    By Jeannine, October 6, 2022
    • 2 replies
    • 1.1k views
    • 
    • Bri
    • October 6, 2022

49. Top Heavy Plan

    By nerd-party-administrator, October 7, 2020
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • October 7, 2020

50. plans split for audit

    By cpc0506, December 21, 2012
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • December 21, 2012