401(k) Plans

19,275 topics in this forum

1. Top Heavy benefits under DC plan when DB is frozen

   By nancy, October 25, 2002
   • 1 reply
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • October 28, 2002

2. Top Heavy

   By Guest elang, April 19, 2012
   • 4 replies
   • 1.1k views
   • 
   • BG5150
   • April 24, 2012

3. control group testing

   By EBDI, March 28, 2014
   • 3 replies
   • 1.1k views
   • 
   • EBDI
   • April 1, 2014

4. Form 5500 Reporting: Nonexempt Transaction

   By Guest meeh3704, October 7, 2008
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • October 7, 2008

5. Roth In-Plan Conversion

   By Nassau, September 12, 2011
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • September 12, 2011

6. PS Cont. Allocation-signed document and unsigned restatement

   By Guest Emily 401(k), February 25, 2008
   • 2 replies
   • 1.1k views
   • 
   • Kimberly S
   • February 25, 2008

7. Custom Plan Document Restatement

   By khn, July 6, 2016
   • 4 replies
   • 1.1k views
   • 
   • khn
   • July 7, 2016

8. Eligibility for Hardship Distribution

   By metsfan026, November 1, 2024
   • 5 replies
   • 1.1k views
   • 
   • fmsinc
   • November 5, 2024

9. Safe Harbor 401-k

   By KevinMc, November 16, 2016
   • 8 replies
   • 1.1k views
   • 
   • KevinMc
   • November 18, 2016

10. Subsequent Eligibility Computation Periods

    By ejohnke, November 12, 2024
    • 7 replies
    • 1.1k views
    • 
    • Bill Presson
    • November 15, 2024

11. S-Corp, W-2, 401k and match deposits

    By LMK TPA, March 28
    • 6 replies
    • 1.1k views
    • 
    • Paul I
    • March 29

12. $0 W-2 wages deferred $9,000

    By jsample, March 12, 2019
    • 13 replies
    • 1.1k views
    • 
    • card
    • March 19, 2019

13. Excluding certain employees from participating

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

14. Court order to stop and refund loan repayments

    By Guest koolkid, February 24, 2003
    • 3 replies
    • 1.1k views
    • 
    • mbozek
    • February 24, 2003

15. Safe Harbor Non-Elective Amendment

    By Guest notapensiongeek, April 27, 2011
    • 7 replies
    • 1.1k views
    • 
    • rcline46
    • April 28, 2011

16. Include in ADP Test?

    By Guest Giovanni, January 31, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 1, 2005

17. Eligibility for laidoff employee

    By Guest JohnSB, June 13, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • June 13, 2006

18. QPSA question

    By FundeK, January 21, 2004
    • 0 replies
    • 1.1k views
    • 
    • FundeK
    • January 21, 2004

19. After Tax and Match

    By justatester, October 15, 2012
    • 6 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • October 15, 2012

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
    • 1.1k views
    • 
    • BG5150
    • September 13, 2018

21. Plan Design Question

    By Spencer, October 19, 2010
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • October 21, 2010

22. Why can't you impute disparity to QNEC's?

    By austin3515, September 27, 2004
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • September 27, 2004

23. How to protect your 401k from a looming recession?

    By Stella, March 1, 2019   

    • recession
    • bonds
    • 9 replies
    • 1.1k views
    • 
    • david rigby
    • March 4, 2019

24. Key and HCE status

    By Earl, March 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2011

25. Short sponsor year and full plan year

    By Jakyasar, March 8, 2024
    • 8 replies
    • 1.1k views
    • 
    • Paul I
    • March 12, 2024

26. Salary deferrals deposited after close of plan year

    By lp1965, July 21, 2016
    • 7 replies
    • 1.1k views
    • 
    • Tom Poje
    • July 22, 2016

27. Safe Harbor mid-year

    By Guest Achilles, April 6, 2009
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • April 7, 2009

28. changing plans

    By Guest stlewis, July 3, 2006
    • 2 replies
    • 1.1k views
    • 
    • Nate X
    • July 3, 2006

29. FIRE System

    By Guest Sara H, October 15, 2013   

    • 8955-SSA
    • fire.irs.gov
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 15, 2013

30. Engagement Letters Under New REgs

    By austin3515, December 29, 2010
    • 1 reply
    • 1.1k views
    • 
    • TPApril
    • April 14, 2011

31. Form 5330 for excess contributions from 2011

    By AKconsult, October 7, 2014   

    • 5330 excess contributions
    • 0 replies
    • 1.1k views
    • 
    • AKconsult
    • October 7, 2014

32. Safe Harbor, sort of

    By austin3515, September 7, 2011
    • 7 replies
    • 1.1k views
    • 
    • austin3515
    • September 8, 2011

33. When can 401(k) be added to a profit sharing plan?

    By ombskid, December 2, 2009
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 3, 2009

34. New company - 410 issue

    By Guest skc, December 22, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • December 22, 2005

35. Improper Allocation of Discretionary Contribution

    By Guest johnpetrancosta, February 14, 2013
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 15, 2013

36. MEP - How to bill fair fees

    By The 402"(G)", July 19, 2017   

    • mep
    • fee
    • (and 1 more)

      Tagged with:

      • mep
      • fee
      • billing
    • 5 replies
    • 1.1k views
    • 
    • CuseFan
    • July 20, 2017

37. 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
    • 1.1k views
    • 
    • RCK13
    • March 4, 2021

38. Eliminating 401(k)

    By Guest lucylucy, July 22, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • July 22, 2003

39. 2 safe harbor plans

    By Guest New401k, April 10, 2013
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • April 11, 2013

40. Retirement and a Plan Document

    By Guest jmrivelli, October 25, 2010
    • 6 replies
    • 1.1k views
    • 
    • Guest
    • October 30, 2010

41. Amend SH Plan When Maybe Notice Issued

    By Rob P, January 22, 2013
    • 0 replies
    • 1.1k views
    • 
    • Rob P
    • January 22, 2013

42. Vested ownership? What counts for HCE determ?

    By jmartin, January 17, 2014
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • January 17, 2014

43. Late Deposit - Lost Earnings

    By MGOAdmin, September 29, 2014   

    • Late deposit
    • lost earnings
    • 4 replies
    • 1.1k views
    • 
    • K2retire
    • October 1, 2014

44. Does a change in Adopting Employer's Corporation constitute a plan termination?

    By Guest spanarkle, April 27, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 27, 2004

45. One person LLC, Solo 401k, 1 Employee - Question

    By jsmith1985, November 23, 2014
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • November 24, 2014

46. 401(k) NOT affect gateway?

    By Guest rickw, August 20, 2003
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • August 20, 2003

47. 401(k) new plan

    By pbarrett, December 3, 2002
    • 1 reply
    • 1.1k views
    • 
    • 2muchstress
    • December 3, 2002

48. Nonelective Safe Harbor and Integration

    By Dougsbpc, March 21, 2013
    • 3 replies
    • 1.1k views
    • 
    • 12AX7
    • March 22, 2013

49. plan merger

    By Tom, August 27
    • 2 replies
    • 1.1k views
    • 
    • Paul I
    • August 27

50. Corrective Distributions

    By Guest Jenn, May 15, 2003
    • 1 reply
    • 1.1k views
    • 
    • kocak
    • May 15, 2003