401(k) Plans

19,320 topics in this forum

1. Eligible SelfEmployment Compensation for Profit Sharing Roth v Pretax

   By gdlfa, February 5, 2018
   • 5 replies
   • 1.2k views
   • 
   • gdlfa
   • February 9, 2018

2. Law Firm partner who also owns 50% of another corporation

   By Guest mecboo, August 9, 2004
   • 1 reply
   • 1.2k views
   • 
   • Archimage
   • August 10, 2004

3. Change of Plan Year to Get Safe Harbor

   By austin3515, January 4, 2012
   • 6 replies
   • 1.2k views
   • 
   • austin3515
   • January 5, 2012

4. 2010 Excess Withholding Error discovered now in 2011

   By SFSD, January 13, 2011
   • 4 replies
   • 1.2k views
   • 
   • Lou S.
   • January 14, 2011

5. Contribution allocation

   By FAPInJax, April 8, 2003
   • 1 reply
   • 1.2k views
   • 
   • GBurns
   • April 8, 2003

6. changing a vesting schedule

   By Guest JBarid, October 24, 2006
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • October 24, 2006

7. issue corrected W2 or not?

   By WCC, January 12, 2015
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • January 12, 2015

8. Common or Frequently used Formulas

   By K-t-F, May 12, 2004
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • May 12, 2004

9. Safe Harbor Plan compensation

   By Guest cxs, August 14, 2003
   • 2 replies
   • 1.2k views
   • 
   • four01kman
   • August 15, 2003

10. SIMPLE and 401(k)

    By Randy Watson, June 10, 2005
    • 1 reply
    • 1.2k views
    • 
    • actuarysmith
    • June 11, 2005

11. Can We Amend?

    By Guest 1881, February 3, 2009
    • 4 replies
    • 1.2k views
    • 
    • MWeddell
    • February 4, 2009

12. Compliance - 401(k)

    By Manish, July 1, 2020
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • July 6, 2020

13. Quasi Deferred Comp

    By MGOAdmin, May 4, 2018   

    • deferred comp
    • 9 replies
    • 1.2k views
    • 
    • Luke Bailey
    • May 7, 2018

14. Affiliated Service Group

    By Oh so SIMPLE, February 8, 2013
    • 2 replies
    • 1.2k views
    • 
    • Oh so SIMPLE
    • February 8, 2013

15. Participant Loan

    By MarZDoates, January 30, 2007
    • 3 replies
    • 1.2k views
    • 
    • MarZDoates
    • January 30, 2007

16. Top Heavy & Safe Harbor

    By Guest bac, December 5, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 5, 2006

17. 401(k)/catch-up/profit sharing contributions

    By Guest babs51, April 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • April 17, 2006

18. Distribution in Error while still employed

    By PainPA, November 15, 2010
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • December 2, 2010

19. Participant has Excess Deferral for 2003 $1,000. Payroll Admin. at Company wants to know if she can adjust (Reduce) the amount of Deferral on 2003 W-2

    By Guest ROB VIDOVICH, January 6, 2004
    • 5 replies
    • 1.2k views
    • 
    • R. Butler
    • January 6, 2004

20. 401K Deferrals plus Separate SEP PLan

    By rfahey, October 13, 2009
    • 2 replies
    • 1.2k views
    • 
    • Fisher
    • October 14, 2009

21. Loan Rollover to Multiple Employer Plan

    By Below Ground, March 5, 2007
    • 0 replies
    • 1.2k views
    • 
    • Below Ground
    • March 5, 2007

22. No Beneficiary Statement

    By Guest Michael Anderson, October 22, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2004

23. hardship medical expenses

    By k man, May 19, 2004
    • 1 reply
    • 1.2k views
    • 
    • Harwood
    • May 19, 2004

24. Controlled Group Determination Help !

    By 12AX7, March 1, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 2, 2012

25. Life Insurance with Roth 401k

    By SheilaD, April 11, 2008
    • 3 replies
    • 1.2k views
    • 
    • SheilaD
    • April 14, 2008

26. Permissible allocation requirement for match?

    By AKconsult, February 18, 2020
    • 5 replies
    • 1.2k views
    • 
    • AKconsult
    • February 24, 2020

27. Can total allocations actually exceed comp. for over 50's?

    By R. Butler, January 16, 2004
    • 4 replies
    • 1.2k views
    • 
    • FundeK
    • January 16, 2004

28. Three strikes rule for ADP tests?

    By RayRay, May 21, 2019   

    • adp test
    • 6 replies
    • 1.2k views
    • 
    • RayRay
    • May 29, 2019

29. Hurricane Katrina Relief

    By k man, September 9, 2005
    • 2 replies
    • 1.2k views
    • 
    • k man
    • September 11, 2005

30. 2017 limits

    By pmacduff, October 17, 2016
    • 3 replies
    • 1.2k views
    • 
    • GMK
    • October 17, 2016

31. Insurance in Plan

    By jkdoll2, March 29, 2010
    • 0 replies
    • 1.2k views
    • 
    • jkdoll2
    • March 29, 2010

32. Tracking Source of money in Segregated Brokerage

    By Guest DeePA, July 16, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 16, 2003

33. Determination Letter Question

    By Scott, July 17, 2003
    • 1 reply
    • 1.2k views
    • 
    • chris
    • July 17, 2003

34. SPD Mailing

    By 401klubkid, July 19, 2017
    • 4 replies
    • 1.2k views
    • 
    • thepensionmaven
    • July 21, 2017

35. Traditional 401k to Roth 401k or Roth IRS

    By Gadgetfreak, September 18, 2009
    • 2 replies
    • 1.2k views
    • 
    • Gadgetfreak
    • September 21, 2009

36. Entity in Controlled Group revoking Safe Harbor

    By NW529, April 23, 2020   

    • safe habor
    • coverage; safe-harbor
    • (and 1 more)

      Tagged with:

      • safe habor
      • coverage; safe-harbor
      • controlled group
    • 9 replies
    • 1.2k views
    • 
    • MWeddell
    • April 28, 2020

37. Have to stop 401(k) elective deferrals if participant gets court order

    By FJR, January 31, 2003
    • 0 replies
    • 1.2k views
    • 
    • FJR
    • January 31, 2003

38. Death of Solo K Owner

    By Zoey, May 12, 2011
    • 3 replies
    • 1.2k views
    • 
    • Zoey
    • May 12, 2011

39. rollover from SEP IRA to 401k plan

    By alexa, July 8, 2008
    • 3 replies
    • 1.2k views
    • 
    • alexa
    • July 9, 2008

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

    By drakecohen, January 26, 2015
    • 8 replies
    • 1.2k views
    • 
    • K2retire
    • January 28, 2015

41. Form 8955-SSA

    By Guest Achilles, October 5, 2011
    • 1 reply
    • 1.2k views
    • 
    • ESOP Guy
    • October 5, 2011

42. Cancelled Trust ID Number

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

43. fee disclosure on annuity

    By K2retire, August 24, 2012
    • 4 replies
    • 1.2k views
    • 
    • K2retire
    • August 26, 2012

44. Prhibited Transaction

    By Guest TrustMe401k, September 23, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 23, 2004

45. Otherwise excludable

    By ombskid, December 14, 2010
    • 3 replies
    • 1.2k views
    • 
    • ombskid
    • December 15, 2010

46. 1 Person 401(k) Plan - Required Contribution Amount?

    By Guest Michael Anderson, September 7, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 7, 2004

47. Key/HCE?

    By pixmax, December 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • December 14, 2009

48. Compensation question

    By fiona1, July 31, 2007
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • July 31, 2007

49. keeping the PS portion from a 401(k) PS Plan

    By Santo Gold, March 28, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 28, 2006

50. FACTA - Indentity Theft Red Flags Rule

    By k man, July 31, 2009
    • 1 reply
    • 1.2k views
    • 
    • MSN
    • July 31, 2009