401(k) Plans

19,320 topics in this forum

1. Partner Deferrals Not Received at Financial Institution

   By Spencer, May 2, 2011
   • 2 replies
   • 1.1k views
   • 
   • Spencer
   • May 3, 2011

2. Catch-up and the short plan year

   By Guest PAL100759, September 9, 2004
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • September 9, 2004

3. RMD + a little more--tax forms

   By BG5150, December 17, 2010
   • 3 replies
   • 1.1k views
   • 
   • BG5150
   • December 20, 2010

4. 401k Controlled Group - One company has no plan

   By tcmc, March 11, 2021
   • 4 replies
   • 1.1k views
   • 
   • Bri
   • March 12, 2021

5. Top Heavy Safe Harbor

   By Guest WWPDRC, September 2, 2006
   • 1 reply
   • 1.1k views
   • 
   • Archimage
   • September 5, 2006

6. Gust 59 1/2

   By Guest hitt24, July 9, 2002
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • July 9, 2002

7. refund checks

   By Guest josephr, August 31, 2007
   • 3 replies
   • 1.1k views
   • 
   • masteff
   • September 1, 2007

8. Safe Harbor

   By Guest CCarter, July 9, 2004
   • 1 reply
   • 1.1k views
   • 
   • wmyer
   • July 9, 2004

9. How much notice must be given to plan participants when changing match or profit sharing allocation?

   By Guest jhilliard, November 11, 2003
   • 2 replies
   • 1.1k views
   • 
   • WDIK
   • November 11, 2003

10. 5 Year Moratorium on Contributions for Keys

    By Guest PensionNW, March 12, 2003
    • 6 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 12, 2003

11. Rollovers from employer plan to Roth IRAs

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

12. one or two ADP tests

    By Tom Poje, December 4, 2014
    • 3 replies
    • 1.1k views
    • 
    • BW
    • December 4, 2014

13. 1 Participant, 2 Seperate Plans Catch-Up in ADP

    By Guest RS182, March 27, 2009
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • March 30, 2009

14. Partners and ADP/ACP Testing

    By DTH, February 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 27, 2008

15. Timing of Deposits for Partners (Relius article)

    By austin3515, January 6, 2014
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • January 7, 2014

16. Contributing to more than one Plan

    By Guest TLCPension, April 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 9, 2003

17. Eligibility part-time exclusion and past service

    By Tom, July 19, 2021
    • 7 replies
    • 1.1k views
    • 
    • CuseFan
    • July 20, 2021

18. Trustee role under a separate trust agreement/FDIC

    By Guest Mbrockway, April 2, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 2, 2004

19. safe harbor notice question

    By K2retire, September 1, 2010
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • September 1, 2010

20. 410(b)(6)(C) transition relief

    By cpc0506, March 21, 2021
    • 3 replies
    • 1.1k views
    • 
    • Alonzo Church
    • March 22, 2021

21. New Diverstification Rules Under PPA 2006

    By Guest gaham, September 8, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 8, 2006

22. ADP/ACP Testing

    By DTH, August 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • August 4, 2003

23. New plan using prior year %'s, but no contributions made in 1st plan year?

    By jaemmons, January 20, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 21, 2004

24. 2009 RMD's and Union Plans

    By austin3515, December 4, 2009
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • December 4, 2009

25. HCE definition, re-hire

    By Guest tkw, February 22, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 23, 2005

26. RMD Calculation + Outstanding Loans

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

27. Partner with Negative Self Employment Income and PPP Forgiveness

    By Mr Bagwell, March 9, 2022
    • 4 replies
    • 1.1k views
    • 
    • Dare Johnson
    • March 10, 2022

28. 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

29. Tax Year and Plan Year Off - Switching (Short year contributions?)

    By Guest Michael Anderson, November 17, 2004
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • November 18, 2004

30. First yr of Plan

    By Guest JDK, February 10, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 12, 2007

31. Help with 3b of Form 5300

    By fiona1, January 21, 2010
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • January 21, 2010

32. QJSA distribution in a 401k plan

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

33. Distribution and "Buy Back". How is Roth Handled?

    By buckaroo, June 13, 2013
    • 3 replies
    • 1.1k views
    • 
    • 12AX7
    • June 13, 2013

34. Catchup in TH Plan

    By ombskid, March 21, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 21, 2007

35. Partner receiving K-1 income and guaranteed W2 then how to calculate plan compensation

    By swam, April 29, 2016   

    • k1
    • partner comp
    • (and 1 more)

      Tagged with:

      • k1
      • partner comp
      • w2
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • April 29, 2016

36. GUST Deadline Missed (tricky, time is short) -- Solutions?

    By Guest Plan the Man, July 19, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 19, 2002

37. Suspension of Safe Harbor Nonelectives

    By PJ2009, July 23, 2009
    • 3 replies
    • 1.1k views
    • 
    • PJ2009
    • July 24, 2009

38. 401k's with two employers?

    By Guest Sumi Smorynski, March 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • 2muchstress
    • March 21, 2003

39. controlled group, two plans, failing coverage - problems!

    By AlbanyConsultant, March 9, 2021
    • 4 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • March 10, 2021

40. Amending a STandardized Plan

    By austin3515, October 22, 2010
    • 5 replies
    • 1.1k views
    • 
    • 12AX7
    • October 26, 2010

41. Safe Harbor Plans

    By Nassau, February 24, 2011
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • February 24, 2011

42. Sale of participating employer and vesting

    By Steamboat, May 12, 2021
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • May 14, 2021

43. ADP Test and Catchup contributions in off cal year

    By Guest jetfaninmn, January 9, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 9, 2006

44. Exclusion of Former Shareholders

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

45. extra contribution for former DB participants

    By mariemonroe, September 29, 2008
    • 5 replies
    • 1.1k views
    • 
    • Jim Chad
    • October 1, 2008

46. FEES

    By Nassau, October 5, 2010
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • October 5, 2010

47. 4979 Excise Tax

    By ERISA11, September 6, 2017   

    • 4979
    • excise
    • (and 1 more)

      Tagged with:

      • 4979
      • excise
      • excess contributions
    • 2 replies
    • 1.1k views
    • 
    • ERISA11
    • September 7, 2017

48. 2026 Roth Catch-ups for HPI's

    By Belgarath, April 29, 2025
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • April 29, 2025

49. Fees

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

50. New controlled group ADP testing

    By Gilmore, March 26, 2004
    • 0 replies
    • 1.1k views
    • 
    • Gilmore
    • March 26, 2004