401(k) Plans

19,321 topics in this forum

1. Terminating Plans

   By justatester, March 18, 2008
   • 2 replies
   • 1.3k views
   • 
   • justatester
   • March 20, 2008

2. Severance pay used in testing

   By Guest Peggy806, June 16, 2010
   • 2 replies
   • 1.7k views
   • 
   • BG5150
   • June 18, 2010

3. Cancelled Trust ID Number

   By jeff77, April 16, 2012
   • 2 replies
   • 1.2k views
   • 
   • K2retire
   • April 16, 2012

4. Year End Notices and Required Disclosures

   By Pammie57, November 2, 2015
   • 2 replies
   • 868 views
   • 
   • Pammie57
   • November 3, 2015

5. New comparabilty Top Heavy safe harbor 401(k)...

   By Lori H, December 4, 2017
   • 2 replies
   • 1.7k views
   • 
   • C. B. Zeller
   • December 4, 2017

6. Inadvertent Error on 404(a)(5) Notice

   By Molgilny89, September 9, 2020
   • 1 reply
   • 704 views
   • 
   • Lou S.
   • September 9, 2020

7. Exclusion of Types of Compensation for ADP/ACP Testing Purposes.

   By Guest gcrechale, March 9, 1999
   • 1 reply
   • 2k views
   • 
   • MWeddell
   • March 10, 1999

8. Can a participant who reached retirement age, roll his account to a tr

   By Guest Tara Curran, October 24, 2000
   • 1 reply
   • 1.4k views
   • 
   • Mary Kay Foss
   • October 24, 2000

9. Treatment of Match Relating to Refunded Excess Annual Additions

   By Guest lforesz, March 1, 2001
   • 1 reply
   • 1.5k views
   • 
   • MWeddell
   • March 1, 2001

10. Match Reverse Deferals

    By Guest James Osterhaus, September 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 12, 2001

11. Compensation for former partner who is now a sole proprietor

    By jkharvey, September 8, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 9, 2005

12. Restarting 401k

    By Guest dbvail, November 18, 2005
    • 1 reply
    • 1.8k views
    • 
    • saabraa
    • November 19, 2005

13. ONE TO ONE QNEC

    By Guest moltengater, January 19, 2006
    • 1 reply
    • 1.9k views
    • 
    • jquazza
    • January 19, 2006

14. Automatic Enrollment

    By Guest SHM, October 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • RCK
    • October 7, 2006

15. Controlled Group/Matching Contributions

    By Guest tsobel, January 25, 2007
    • 1 reply
    • 996 views
    • 
    • JanetM
    • January 25, 2007

16. Stock option gain on W-2, excluded from Comp?

    By Guest jefe96, February 21, 2007
    • 1 reply
    • 1.9k views
    • 
    • Locust
    • February 22, 2007

17. RMDs

    By Nassau, July 14, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 14, 2010

18. The first election

    By fiona1, August 1, 2011
    • 1 reply
    • 986 views
    • 
    • BG5150
    • August 2, 2011

19. Segregated 401(k) Accounts

    By Saiai, September 11, 2013   

    • segregated account
    • 1 reply
    • 3.5k views
    • 
    • ETA Consulting LLC
    • September 11, 2013

20. Participant Deduction Accidently Stopped on Payroll

    By coleboy, August 25, 2014
    • 1 reply
    • 871 views
    • 
    • Bill Presson
    • August 25, 2014

21. Control Group with a Safe Harbor and a Non-Safe Harbor Plan

    By Vlad401k, September 12, 2019
    • 1 reply
    • 680 views
    • 
    • chc93
    • September 12, 2019

22. Do members of a limited liability partnership have the same considerat

    By Guest KMcQ, December 8, 1999
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • December 9, 1999

23. prior year ADP

    By wmyer, March 21, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 21, 2001

24. Safe Harbor Plan - Compensation

    By Guest Ronin, September 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • September 10, 2001

25. Changing Record Keepers

    By Guest stevembauer, August 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • 2muchstress
    • August 3, 2002

26. Deferral limits

    By Guest jetfaninmn, October 25, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • October 25, 2005

27. Tiered Match based on service?

    By TBob, December 29, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 30, 2006

28. Safe Harbor & Loans

    By CJS07, January 25, 2007
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • January 26, 2007

29. -11(g) to elect fail-safe?

    By austin3515, December 31, 2009
    • 1 reply
    • 1.2k views
    • 
    • MSN
    • December 31, 2009

30. Top Heavy contribution for deceased participant?

    By Guest persie, March 13, 2012
    • 1 reply
    • 1.2k views
    • 
    • movedon
    • March 13, 2012

31. Fidelity Bond on a multiple employer plan

    By austin3515, August 28, 2018
    • 1 reply
    • 658 views
    • 
    • Madison71
    • August 28, 2018

32. Withholding Hardship Dist.

    By Hoard1, August 23, 1999
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • August 25, 1999

33. Proposal Software

    By Guest, December 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 9, 1999

34. Allocation of Plan Expenses

    By Guest KEK, June 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • JohnCheek
    • June 24, 2002

35. Proposed regs for coverage testing for 401(k) plans of tax exempt employers

    By Belgarath, April 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 9, 2004

36. ADP/ACP Safe Harbor Problem

    By Archimage, November 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • November 24, 2004

37. Catch up contributions - off calendar year

    By Guest revier, January 9, 2005
    • 1 reply
    • 1.4k views
    • 
    • Dan
    • January 13, 2005

38. Changing 401(k) from 1-person corp to sole proprietorship

    By Guest hk73, December 19, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 19, 2005

39. 411(d)(6)

    By Guest ALittleHelpNeeded, January 19, 2006
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • January 19, 2006

40. Interesting HCE question

    By Brenda Wren, February 21, 2007
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • February 21, 2007

41. Employer Stock and 404(c)

    By Guest IRISH79, March 15, 2007
    • 1 reply
    • 1.3k views
    • 
    • k man
    • March 19, 2007

42. Exclusion of PRN Employees

    By Tinman, May 8, 2007
    • 1 reply
    • 3.2k views
    • 
    • Tom Poje
    • May 8, 2007

43. Distributions of Small Balances

    By JKW, January 5, 2011
    • 1 reply
    • 2k views
    • 
    • DMcGovern
    • January 5, 2011

44. QNEC's and Gateway

    By austin3515, February 4, 2011
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • February 7, 2011

45. LLC Electing to be Taxed as a Corporation

    By jpod, September 6, 2011
    • 1 reply
    • 913 views
    • 
    • jpod
    • September 8, 2011

46. EPCRS - Revenue Procedure 2019--19

    By Belgarath, May 21, 2019
    • 1 reply
    • 718 views
    • 
    • Doc Ument
    • May 23, 2019

47. Buying life insurance with plan assets

    By MGOAdmin, April 2, 2020   

    • life insurance
    • 1 reply
    • 740 views
    • 
    • Larry Starr
    • April 2, 2020

48. My company is starting a 401k plan.

    By Guest Blowout, December 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 9, 1999

49. Partner comp: include or exclude matching contribution for partner?

    By Guest Jane Francis, April 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • April 12, 2001

50. Payroll did not withhold the correct %

    By KateSmithPA, June 20, 2001
    • 1 reply
    • 1.9k views
    • 
    • Moe Howard
    • June 20, 2001