401(k) Plans

19,275 topics in this forum

1. Safe Harbor/Top Heavy Plan

   By Guest LoloV, February 10, 2003
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • February 10, 2003

2. Discretionary Match

   By Guest bluesky, May 6, 2006
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • May 6, 2006

3. Off Cycle Determination Letter application

   By Guest hyper800, July 17, 2008
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • July 17, 2008

4. 70 1/2 Participant

   By Jilliandiz, November 14, 2007
   • 3 replies
   • 1.1k views
   • 
   • david rigby
   • November 14, 2007

5. FMLA and Last Day Requirement

   By metsfan026, May 29
   • 2 replies
   • 1.1k views
   • 
   • Peter Gulia
   • May 29

6. Automatic Enrollment Safe Harbor plans

   By Brenda Wren, September 24, 2007
   • 0 replies
   • 1.1k views
   • 
   • Brenda Wren
   • September 24, 2007

7. Sar Sep

   By Guest Susan M., April 15, 2013
   • 3 replies
   • 1.1k views
   • 
   • Flyboyjohn
   • April 15, 2013

8. 401k Plans

   By Guest dstran, September 4, 2003
   • 3 replies
   • 1.1k views
   • 
   • david rigby
   • September 4, 2003

9. Enhanced safe harbor match rules

   By Tom, March 26
   • 2 replies
   • 1.1k views
   • 
   • Tom
   • March 31

10. Can you correct 401k loan defaulted by "mistake"?

    By kmhaab, March 1, 2017   

    • vcp
    • loan correction
    • (and 1 more)

      Tagged with:

      • vcp
      • loan correction
      • 401(k)
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • March 2, 2017

11. Canadian Benefits Question

    By Guest buxbaum2, August 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 23, 2004

12. 414s problem

    By pixmax, December 17, 2009
    • 2 replies
    • 1.1k views
    • 
    • 12AX7
    • December 18, 2009

13. 5300

    By Guest sidalee1, January 27, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 27, 2011

14. Amending plan....

    By K-t-F, April 26, 2004
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • April 26, 2004

15. Roth 401(k) Contributions

    By Guest Guy Incognito, March 18, 2009
    • 4 replies
    • 1.1k views
    • 
    • oriecat
    • April 2, 2009

16. Employer Contribution after balance distributed

    By KTB, April 20, 2010
    • 4 replies
    • 1.1k views
    • 
    • KTB
    • June 22, 2010

17. Rollover Funds

    By Safeharbor29, May 19, 2015   

    • 403(b)(7)
    • rollover
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • May 22, 2015

18. Multiple Employer Plan with Stock Ownership Change

    By msmith, February 7, 2014
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • February 10, 2014

19. Ability to Refund or Recharacterize '03 Defl Due to Failure of 401(a)(4) General Test

    By Guest Dash04, February 25, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • February 25, 2004

20. Profit Sharing Plan

    By Guest merrysunshine21, January 5, 2007
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • January 5, 2007

21. not for profit funding match for 2023 in 2025

    By Tom, January 20
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 22

22. Form 5330

    By CLE401kGuy, January 24, 2013
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • January 25, 2013

23. Missed match for HCE

    By BG5150, February 3, 2021
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • February 3, 2021

24. HCEs & ADP

    By pmacduff, January 8, 2008
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 9, 2008

25. Profit Sharing plan contributions

    By Guest Achilles, June 5, 2007
    • 2 replies
    • 1.1k views
    • 
    • 401_4_ever
    • June 5, 2007

26. 401(k) Transfer to New Provider

    By Medusa, September 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • September 9, 2003

27. Owner Only Late Deposits

    By Gilmore, August 9, 2024
    • 5 replies
    • 1.1k views
    • 
    • Bill Presson
    • August 9, 2024

28. Controlled group change

    By Guest jim williams, May 24, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 24, 2005

29. Can a Safe Harbor 401k have only employee elective contributions?

    By Guest Yorkie 971, August 7, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 7, 2002

30. ADP Refund earnings calc question

    By BG5150, June 23, 2021
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • June 23, 2021

31. Attribution for Discrimination Testing

    By metsfan026, September 21, 2022
    • 3 replies
    • 1.1k views
    • 
    • 401kology
    • September 27, 2022

32. Deductibilty based on compensation of participants not deferring

    By dmb, December 8, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 31, 2008

33. severance pay

    By K2retire, February 15, 2011
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • February 16, 2011

34. LAte Deposit of Ee deferrals

    By austin3515, March 4, 2003
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • March 4, 2003

35. Safe Harbor plan and Top Heavy

    By Guest EPS2, January 9, 2008
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • January 9, 2008

36. Actual Hours and Short Eligibility Period

    By justanotheradmin, August 15, 2014
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 15, 2014

37. Simple IRA and 401(k)

    By Guest Tbrown, December 12, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 18, 2008

38. ADP Test and Catch Up Contributions

    By Alex Daisy, March 14, 2008
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • March 14, 2008

39. Switch to Elapsed Time?

    By thepensionmaven, February 10, 2024
    • 4 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • February 13, 2024

40. 1040 Schedule C 401k Election

    By austin3515, April 17, 2012
    • 2 replies
    • 1.1k views
    • 
    • movedon
    • April 17, 2012

41. Rollovers from employer plan to Roth IRAs

    By Nassau, May 30, 2012
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • May 31, 2012

42. Plan Never Fully Closed even though terminated

    By 401kAllTheWay, April 22
    • 1 reply
    • 1.1k views
    • 
    • Paul I
    • April 22

43. QJSA distribution in a 401k plan

    By EBDI, August 28, 2014
    • 1 reply
    • 1.1k views
    • 
    • Flyboyjohn
    • August 28, 2014

44. Hardships versus a Loan

    By PainPA, October 15, 2007
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • October 15, 2007

45. Acquiring new physician practice

    By Chippy, June 4, 2019
    • 5 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • June 13, 2019

46. 401(k) rollover

    By Benefits to all, December 6, 2012
    • 6 replies
    • 1.1k views
    • 
    • Benefits to all
    • December 6, 2012

47. Failure to stop deducting 401(k) deferrals

    By alexa, September 15, 2017
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • September 15, 2017

48. 401k Roth refund - taxable portion < $100

    By legort69, February 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • dcoderre
    • March 11, 2008

49. Switch from ADP/ACP to SH

    By Guest SDPension, April 19, 2006
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • April 20, 2006

50. New LRM for CODAs--what is this on limits on percent of contributions?

    By Guest Katharine Jungkind, April 12, 2005
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • April 12, 2005