401(k) Plans

19,337 topics in this forum

1. RMD Calculation + Outstanding Loans

   By metsfan026, October 25, 2021
   • 5 replies
   • 1.1k views
   • 
   • Bird
   • October 26, 2021

2. Locate lost terminated EE by SS#

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

3. Self employed's Maximum Deduction

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

4. 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

5. Multiple employer plan

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

6. Exclusion of Former Shareholders

   By TPA Bob, January 12, 2018
   • 9 replies
   • 1.1k views
   • 
   • Luke Bailey
   • January 17, 2018

7. changing plans

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

8. New 401k- Client Changes Mind

   By coleboy, August 5, 2021
   • 4 replies
   • 1.1k views
   • 
   • Peter Gulia
   • August 5, 2021

9. 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

10. Eligibility for laidoff employee

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

11. Controlled Group - One Plan

    By PFranckowiak, September 10, 2009
    • 1 reply
    • 1.1k views
    • 
    • Laura Harrington
    • September 10, 2009

12. 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

13. Safe Harbor Contribution not contributed

    By 401kQ's, September 10, 2014   

    • safe harbor
    • plan disqualification.
    • 2 replies
    • 1.1k views
    • 
    • 401kQ's
    • September 10, 2014

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

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

15. first year testing

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

16. 414s problem

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

17. FIRE System

    By Guest Sara H, October 15, 2013   

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

18. Elapsed Time - Eligibility - Rehire

    By Keith Lowery, November 18, 2024
    • 5 replies
    • 1.1k views
    • 
    • ESOP Guy
    • November 19, 2024

19. Excluding certain employees from participating

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

20. Automatic Enrollment Exemption for New Firms

    By Below Ground, November 20, 2024
    • 5 replies
    • 1.1k views
    • 
    • Below Ground
    • December 5, 2024

21. Safe Harbor 401(k) termination

    By R. Butler, March 16, 2018
    • 1 reply
    • 1.1k views
    • 
    • Below Ground
    • March 16, 2018

22. 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

23. ADP Failure - Terminated Plan/Bankrupcy Company

    By Lou S., April 5, 2011
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • April 5, 2011

24. Assignment of Income Problem

    By Guest dkl2214, August 15, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 15, 2011

25. Failure to stop deducting 401(k) deferrals

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

26. 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

27. Beneficiary designation

    By Guest bernverd, September 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • September 24, 2007

28. Sar Sep

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

29. Safe Harbor mid-year

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

30. Deduction Timing of Employer Contributions

    By Lou S., March 22, 2011
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • March 22, 2011

31. Terminating plan/lost participants/rollovers

    By Chippy, April 27, 2018
    • 11 replies
    • 1.1k views
    • 
    • chc93
    • May 2, 2018

32. Simple & 4K limits

    By mschwechter, January 12, 2006
    • 1 reply
    • 1.1k views
    • 
    • saabraa
    • January 12, 2006

33. 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

34. Employer Contribution after balance distributed

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

35. Terminating Top Heavy Plan

    By Mr Bagwell, October 6, 2021   

    • top heavy
    • 4 replies
    • 1.1k views
    • 
    • Mr Bagwell
    • October 8, 2021

36. Solo 401k RMD

    By rtheis, December 4, 2024   

    • solo 401k
    • 9 replies
    • 1.1k views
    • 
    • FPGuy
    • December 6, 2024

37. Delayed Distribution of Employer Money

    By Guest LonePlanAdministrator, December 2, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • December 3, 2009

38. 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

39. (PTEs 98-54 and 94-20) re: FX

    By Guest Fidu2, June 24, 2003
    • 4 replies
    • 1.1k views
    • 
    • Harwood
    • June 24, 2003

40. HCE Elections fo ADP Refunds

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

41. Corrective distributions

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

42. Closed MEP and audit requirement?

    By justanotheradmin, September 6, 2023
    • 4 replies
    • 1.1k views
    • 
    • Terry Power
    • September 8, 2023

43. Prototype Document

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

44. Are amounts forfeited included in the one-year add back when determining the top heavy ratio?

    By TPABob, May 1, 2018   

    • forfeitures
    • top heavy
    • (and 2 more)

      Tagged with:

      • forfeitures
      • top heavy
      • distributions
      • one-year addback
    • 9 replies
    • 1.1k views
    • 
    • TPABob
    • May 2, 2018

45. 401 k plan account insured?

    By Guest Dan Shea, September 30, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 30, 2008

46. 401(k) NOT affect gateway?

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

47. doc allows catchups, payroll sdept. does not

    By Jim Chad, December 14, 2008
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2008

48. 70 1/2 Participant

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

49. Plan Design Question

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

50. 5300

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