401(k) Plans

19,321 topics in this forum

1. ACP Failures / SCP

   By austin3515, December 23, 2014
   • 3 replies
   • 1.2k views
   • 
   • Lou S.
   • December 23, 2014

2. Top Heavy plan but everyone is highly compensated

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

3. 401(k) Plan

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

4. 404 deduction limits with a LLP

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

5. Special Effective Dates and REstatements

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

6. over contribute to 401(k) deferrals - Owner

   By jkdoll2, March 17, 2009
   • 3 replies
   • 1.2k views
   • 
   • BG5150
   • March 18, 2009

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

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

8. excise tax calculation wrong

   By Kimberly S, August 4, 2008
   • 2 replies
   • 1.2k views
   • 
   • Kimberly S
   • August 4, 2008

9. Which taxable year?

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

10. amount of time ...

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

11. 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

12. W-2 Income

    By coleboy, March 25, 2018
    • 2 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • March 25, 2018

13. Taxes on Minimum Distribution?

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

14. Self directed plan

    By Guest Tony Ramsey, May 25, 2010
    • 4 replies
    • 1.2k views
    • 
    • 401king
    • May 25, 2010

15. Late Defferals service provider liability

    By k man, August 16, 2007
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • August 20, 2007

16. Prorate Max Comp Limit?

    By austin3515, April 23, 2012
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • April 23, 2012

17. Retired or Terminated for purposes of Match

    By Pammie57, February 22, 2022
    • 6 replies
    • 1.2k views
    • 
    • ESOP Guy
    • March 1, 2022

18. Foreign withholding at source

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

19. Top Heavy Plan with DB contributions

    By cpc0506, February 21, 2019
    • 7 replies
    • 1.2k views
    • 
    • justanotheradmin
    • February 22, 2019

20. Irrevocable Opt-Out and the Top Heavy calculation

    By ldr, September 11, 2018   

    • top heavy
    • irrevocable election
    • (and 1 more)

      Tagged with:

      • top heavy
      • irrevocable election
      • opt-out
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • September 13, 2018

21. 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

22. Voluntary Contributions

    By thepensionmaven, November 7, 2018
    • 7 replies
    • 1.2k views
    • 
    • chc93
    • November 8, 2018

23. Safe Harbor rides again

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

24. Effective date of plan deconverting from a MEP

    By ComplianceCop, October 10, 2019
    • 3 replies
    • 1.2k views
    • 
    • Effen
    • December 9, 2019

25. Loan--spousal consent should have been obtained, but wasn't

    By Brian Gallagher, August 20, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 20, 2004

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

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

27. Tax Savers Credit Notice

    By IRA, September 3, 2010
    • 2 replies
    • 1.2k views
    • 
    • IRA
    • September 7, 2010

28. Safe Harbor Match Reinstated

    By Logan401, February 19, 2010
    • 0 replies
    • 1.2k views
    • 
    • Logan401
    • February 19, 2010

29. Rehires

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

30. Never ran 2008 adp testing

    By Guest Bosco108, August 31, 2011
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • August 31, 2011

31. 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

32. Hardship Withdrawals makes plan Top Heavy

    By Guest willwork4shoes, October 30, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • October 30, 2003

33. First Plan year: 401(k)(3)(E) and then switch to current year

    By k man, November 19, 2003
    • 0 replies
    • 1.2k views
    • 
    • k man
    • November 19, 2003

34. Top heavy plan, match with allocation requirements

    By RCK13, March 4, 2021   

    • top heavy
    • top heavy issue
    • (and 3 more)

      Tagged with:

      • top heavy
      • top heavy issue
      • top heavy test
      • match
      • allocation requirements
    • 4 replies
    • 1.2k views
    • 
    • RCK13
    • March 4, 2021

35. Gateway Otherwise Excludible and ADP

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

36. One Participant Plan - Family Attribution

    By Will.I.Am, July 31, 2020
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • August 10, 2020

37. Profit Sharing Allocation on Years of Service

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

38. Nonelective Contribution Requirement with respect to HCE

    By Ehill, December 29, 2014
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • December 30, 2014

39. Too Many Excluded EE's

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

40. Change name on account of deceased employee?

    By AnnCK, April 27, 2023
    • 5 replies
    • 1.2k views
    • 
    • bito'money
    • May 2, 2023

41. Recordkeeper - incorrect report? Involve the DOL?

    By justanotheradmin, April 30, 2019
    • 10 replies
    • 1.2k views
    • 
    • david rigby
    • May 3, 2019

42. plans split for audit

    By cpc0506, December 21, 2012
    • 2 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • December 21, 2012

43. Accrued Interest calculation for loan correction under VCP

    By LMD1, May 10, 2015
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • May 10, 2015

44. Missed Catch Up Contribution - Rev Proc 2015-28

    By 52626, October 22, 2015
    • 0 replies
    • 1.2k views
    • 
    • 52626
    • October 22, 2015

45. Excess Annual Additions in Safe Harbor 401(k) Plan

    By MarZDoates, October 6, 2016
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • October 6, 2016

46. Investment advisor contracts with 401(k) plans and/or participants

    By Guest apriljl, December 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • December 3, 2003

47. Unincorporated partnership

    By Belgarath, September 10, 2009
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 10, 2009

48. Is This Person a Key Employee

    By sdix401k, November 1, 2013
    • 4 replies
    • 1.2k views
    • 
    • Lou S.
    • November 1, 2013

49. Plan Merging into PEO Plan

    By austin3515, May 25, 2017
    • 3 replies
    • 1.2k views
    • 
    • hr for me
    • May 25, 2017

50. Real Estate Investments

    By Guest jetfaninmn, April 18, 2007
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 18, 2007