401(k) Plans

19,320 topics in this forum

1. Match forfeitures

   By Guest lindamichals, February 3, 2004
   • 4 replies
   • 1.2k views
   • 
   • Brian Gallagher
   • February 4, 2004

2. elective deferals for partners

   By Guest trojaninvestor, February 1, 2005
   • 2 replies
   • 1.2k views
   • 
   • mbozek
   • February 2, 2005

3. Is This Person a Key Employee

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

4. Ownership Participation situation

   By buckaroo, May 26, 2005
   • 0 replies
   • 1.2k views
   • 
   • buckaroo
   • May 26, 2005

5. 402(g) excess for partner

   By R. Butler, September 12, 2017
   • 8 replies
   • 1.2k views
   • 
   • Tom Poje
   • September 14, 2017

6. Real Estate Investments

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

7. attribution?

   By PensionNewbee, April 16, 2004
   • 4 replies
   • 1.2k views
   • 
   • jquazza
   • April 16, 2004

8. non-elective safe harbor contribution

   By thepensionmaven, November 10, 2004
   • 2 replies
   • 1.2k views
   • 
   • Bird
   • November 11, 2004

9. Top Heavy min contribution

   By dmb, March 6, 2003
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • March 6, 2003

10. Quality Incentives for Customer Service Centers

    By Guest mporterst, July 8, 2005
    • 1 reply
    • 1.2k views
    • 
    • Fredman
    • July 11, 2005

11. 2009 3% Non-Elective Safe Harbor Contribution

    By Guest Mannix, November 18, 2009
    • 4 replies
    • 1.2k views
    • 
    • MWeddell
    • November 24, 2009

12. Nevada Employee Savings Trust Program

    By gregburst, April 18, 2025
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • April 18, 2025

13. Safe Harbor 3% Notice

    By Guest Bob Neal, December 19, 2002
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 19, 2002

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

    By metsfan026, October 16, 2023
    • 2 replies
    • 1.2k views
    • 
    • LauraS
    • October 17, 2023

15. Hardship for Education

    By 52626, July 31, 2015
    • 1 reply
    • 1.2k views
    • 
    • WCC
    • July 31, 2015

16. No one has a signed doc starting Plan in 2008

    By Jim Chad, August 16, 2011
    • 2 replies
    • 1.2k views
    • 
    • Jim Chad
    • August 17, 2011

17. Correcting Excess Deferrals

    By steve45, December 31, 2021   

    • 402g refund
    • 402g limit
    • (and 1 more)

      Tagged with:

      • 402g refund
      • 402g limit
      • excess
    • 6 replies
    • 1.2k views
    • 
    • chc93
    • January 3, 2022

18. Weird Matching Contribution Allocation Formula Issue

    By Guest Willy, December 21, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 9, 2010

19. RMD required or not?

    By Brenda Wren, July 6, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 9, 2012

20. Over deposits of Safe Harbor Match

    By Guest hog4you2, February 14, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 15, 2005

21. Top Paid Group

    By Guest StoneWalk, January 28, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 28, 2005

22. Safe Harbor Plans

    By cpc0506, November 27, 2009
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 30, 2009

23. Initial year Form 5500 Audit Report Attaching it to the next Form 5500

    By AdKu, October 14, 2016   

    • Initial year Form 5500 Audit
    • 5 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • October 15, 2016

24. Non-direct RothK rollin

    By Jed Macy, January 4, 2013
    • 2 replies
    • 1.2k views
    • 
    • Jed Macy
    • January 4, 2013

25. HOW I CRAWLED OUT OF MY DEBT

    By Guest alex82, April 4, 2003
    • 3 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • April 5, 2003

26. Include on Coverage?

    By fiona1, January 13, 2005
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • January 13, 2005

27. Corrective Distributions

    By Guest Jenn, May 15, 2003
    • 1 reply
    • 1.2k views
    • 
    • kocak
    • May 15, 2003

28. 6057(e)

    By Guest moltengater, August 25, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 26, 2005

29. Safe Harbor 401-k

    By KevinMc, November 16, 2016
    • 8 replies
    • 1.2k views
    • 
    • KevinMc
    • November 18, 2016

30. Stock Attirbution

    By K-t-F, July 30, 2008
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • July 30, 2008

31. 401k merged into ADP MEP, back to 401k

    By Sixers, January 31, 2019   

    • mep
    • spinoff
    • 4 replies
    • 1.2k views
    • 
    • hr for me
    • February 3, 2019

32. 20% Federal w/h on rollover to Roth IRA?

    By Guest mac_qka, May 13, 2008
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • May 14, 2008

33. Operational error correction timeline

    By Guest JWR, December 7, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 7, 2010

34. Top Heavy testing for a safe harbor 401-k

    By KevinMc, October 16, 2018
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • October 16, 2018

35. compensation in safe harbor plan

    By betheeg, February 26, 2003
    • 3 replies
    • 1.2k views
    • 
    • jaemmons
    • February 28, 2003

36. Elimination of Optional Forms of Benefit

    By J. Bringhurst, November 14, 2003
    • 0 replies
    • 1.2k views
    • 
    • J. Bringhurst
    • November 14, 2003

37. Amendment of traditional 401(k) to make it safe harbor

    By movedon, March 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Bob R
    • March 15, 2006

38. VFCP Program

    By austin3515, March 30, 2017
    • 8 replies
    • 1.2k views
    • 
    • austin3515
    • April 3, 2017

39. contributions

    By Guest selftaught, October 30, 2003
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • October 31, 2003

40. Custom Plan Document Restatement

    By khn, July 6, 2016
    • 4 replies
    • 1.2k views
    • 
    • khn
    • July 7, 2016

41. Can you have a SEP Plan and a 401(k) Safe Harbor Profit Sharing Plan and be a Sole Proprietor Company?

    By Jilliandiz, October 20, 2004
    • 0 replies
    • 1.2k views
    • 
    • Jilliandiz
    • October 20, 2004

42. Refund needed but participant took 401(k) loan

    By fiona1, January 13, 2010
    • 5 replies
    • 1.2k views
    • 
    • fiona1
    • January 14, 2010

43. Potential pitfalls in opening 401k and freezing 403b

    By Guest kbett, April 3, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 3, 2007

44. To audit or not to audit, that is the question

    By dseals, August 13, 2014   

    • date of participation
    • 5 replies
    • 1.2k views
    • 
    • masteff
    • August 14, 2014

45. ADP test

    By Guest AJM 34, September 4, 2007
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • September 4, 2007

46. Maximum contributions to multiple accounts

    By Guest barryfz, November 26, 2006
    • 1 reply
    • 1.2k views
    • 
    • txdd
    • November 27, 2006

47. Prefilling forms w. names and addresses

    By austin3515, July 11, 2019
    • 6 replies
    • 1.2k views
    • 
    • Kphelps
    • July 16, 2019

48. Safe harbor 401(k) issue

    By chris, January 16, 2004
    • 2 replies
    • 1.2k views
    • 
    • chris
    • January 16, 2004

49. Demutualization Proceeds

    By Atila, July 24, 2013
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • July 25, 2013

50. Does a 401(k) that terminated as 0f 12/31/09 need to restate?

    By RayJJohnsonJr, March 25, 2010
    • 4 replies
    • 1.2k views
    • 
    • britoski
    • March 26, 2010