401(k) Plans

19,275 topics in this forum

1. Corrective distributions

   By rlb64, September 19, 2005
   • 1 reply
   • 1.1k views
   • 
   • WDIK
   • September 19, 2005

2. Self employed's Maximum Deduction

   By Guest chris4013, May 20, 2003
   • 3 replies
   • 1.1k views
   • 
   • Archimage
   • May 29, 2003

3. Rules, Ceasing a Non-Safe Harbor Match

   By Briandfox, December 30, 2014
   • 3 replies
   • 1.1k views
   • 
   • Briandfox
   • January 2, 2015

4. What limits to pro-rate for short initial years?

   By BG5150, September 25, 2007
   • 3 replies
   • 1.1k views
   • 
   • Tom Poje
   • September 27, 2007

5. hardship medical expenses

   By k man, May 19, 2004
   • 1 reply
   • 1.1k views
   • 
   • Harwood
   • May 19, 2004

6. Safe Harbor Plan compensation

   By Guest cxs, August 14, 2003
   • 2 replies
   • 1.1k views
   • 
   • four01kman
   • August 15, 2003

7. 2009 3% Non-Elective Safe Harbor Contribution

   By Guest Mannix, November 18, 2009
   • 4 replies
   • 1.1k views
   • 
   • MWeddell
   • November 24, 2009

8. Can We Amend?

   By Guest 1881, February 3, 2009
   • 4 replies
   • 1.1k views
   • 
   • MWeddell
   • February 4, 2009

9. contribution deductability...

   By K-t-F, December 24, 2006
   • 2 replies
   • 1.1k views
   • 
   • Kevin C
   • December 27, 2006

10. Hardship Withdrawal Error

    By Guest russella0829, December 23, 2009
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • December 23, 2009

11. Adding an Employer to a 401k Plan

    By CLE401kGuy, March 19, 2014
    • 7 replies
    • 1.1k views
    • 
    • MWeddell
    • March 20, 2014

12. hardhip distribution from employer match?

    By Guest kerisa, June 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • June 25, 2004

13. After Tax Contribution HYPE!

    By Rai401k, December 16, 2014
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 17, 2014

14. Discretionary Match - Stopped but Not for Everyone

    By Guest SVA Retirement Plan Svc., January 29, 2008
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 30, 2008

15. loan default/prohibited transaction

    By Guest KPong, December 17, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • December 17, 2012

16. 401K deduction discrepancies

    By jmbaughm, March 16, 2021   

    • 401k
    • deductions
    • (and 2 more)

      Tagged with:

      • 401k
      • deductions
      • pre-tax
      • tips
    • 2 replies
    • 1.1k views
    • 
    • Luke Bailey
    • March 16, 2021

17. first year testing

    By Earl, October 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • October 17, 2003

18. Accrued Interest calculation for loan correction under VCP

    By LMD1, May 10, 2015
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • May 10, 2015

19. Never ran 2008 adp testing

    By Guest Bosco108, August 31, 2011
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • August 31, 2011

20. Can MDs keep their plan after moving employees to ASG?

    By drakecohen, January 26, 2015
    • 8 replies
    • 1.1k views
    • 
    • K2retire
    • January 28, 2015

21. Compensation in LLC

    By Guest Tired TPA, September 30, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 30, 2009

22. SH Plan Mid Year Amendments

    By AJ North, February 3, 2012
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • February 7, 2012

23. IRS EGTRRA list of M&P and VS plans

    By Kevin C, January 4, 2010
    • 0 replies
    • 1.1k views
    • 
    • Kevin C
    • January 4, 2010

24. Excluding employees by location

    By eilano, March 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • jquazza
    • March 24, 2004

25. PEO's

    By MR, August 22, 2003
    • 2 replies
    • 1.1k views
    • 
    • GBurns
    • August 23, 2003

26. mandatory automatic enrollment count - includes union ee?

    By AlbanyConsultant, October 17
    • 2 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • October 17

27. Authorization to Sign Form 5500 On Client's Behalf

    By metsfan026, October 16, 2023
    • 2 replies
    • 1.1k views
    • 
    • LauraS
    • October 17, 2023

28. Application of "Plan limit" to catch ups when plan has post tax & pre tax

    By Guest RGlaser, April 5, 2005
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • April 5, 2005

29. rehire, eligiblity and entry

    By Lou81, September 2
    • 2 replies
    • 1.1k views
    • 
    • Lou81
    • September 3

30. Employment contract - just poor wording or a larger problem

    By Kansas401k, January 24, 2023
    • 13 replies
    • 1.1k views
    • 
    • Paul I
    • February 4, 2023

31. Locate lost terminated EE by SS#

    By K-t-F, March 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • March 29, 2004

32. Mandatory withholding

    By Guest cosmo01, June 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 9, 2003

33. Plan Changing - but details lacking

    By Guest papillon, November 29, 2007
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • December 3, 2007

34. Safe Harbor Match Reinstated

    By Logan401, February 19, 2010
    • 0 replies
    • 1.1k views
    • 
    • Logan401
    • February 19, 2010

35. New 415 rules

    By FAPInJax, May 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

36. Can I set up a plan now, and make a 2007 contribution?

    By Guest fender5150, February 15, 2008
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • February 15, 2008

37. Overfunding at EOY

    By blue, April 26, 2010
    • 0 replies
    • 1.1k views
    • 
    • blue
    • April 26, 2010

38. Roth K Roll-ins

    By Jed Macy, March 19, 2006
    • 0 replies
    • 1.1k views
    • 
    • Jed Macy
    • March 19, 2006

39. HCE Elections fo ADP Refunds

    By austin3515, March 4, 2010
    • 6 replies
    • 1.1k views
    • 
    • austin3515
    • March 6, 2010

40. Determining 415 comp with earned income and w-2

    By 401kQ's, April 10, 2015   

    • earned income
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • April 10, 2015

41. Otherwise excludable

    By ombskid, December 14, 2010
    • 3 replies
    • 1.1k views
    • 
    • ombskid
    • December 15, 2010

42. SPD Mailing

    By 401klubkid, July 19, 2017
    • 4 replies
    • 1.1k views
    • 
    • thepensionmaven
    • July 21, 2017

43. Census Gross Income

    By Guest Hgreer, January 13, 2012
    • 3 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 14, 2012

44. Exclude HCEs from SH

    By abanky, July 24, 2008
    • 2 replies
    • 1.1k views
    • 
    • buckaroo
    • July 24, 2008

45. Prototype Document

    By austin3515, April 12, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 12, 2010

46. Multiple employer plan

    By Guest cosmo01, July 7, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 7, 2003

47. Excluding certain employees from participating

    By Guest Benefitsrock, September 5, 2007
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • September 5, 2007

48. excess 415 for terminated employee

    By Nancy D, January 29, 2019   

    • 415 excess
    • 5 replies
    • 1.1k views
    • 
    • Nancy D
    • January 30, 2019

49. Plan Fees

    By Guest Kim Daughrty, March 15, 2007
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • March 15, 2007

50. Employer Roth contribution option

    By Tom, April 24
    • 3 replies
    • 1.1k views
    • 
    • Artie M
    • April 25