401(k) Plans

19,275 topics in this forum

1. pre-pay outstanding loan - how is this calculated?

   By PensionNewbee, March 9, 2004
   • 2 replies
   • 1.1k views
   • 
   • FundeK
   • March 9, 2004

2. Is a participant who terminates at NRA or ERA entitled to a Top Heavy contribution?

   By bevfair, February 5, 2015
   • 1 reply
   • 1.1k views
   • 
   • Belgarath
   • February 5, 2015

3. Successor Plan?

   By wmyer, July 16, 2004
   • 0 replies
   • 1.1k views
   • 
   • wmyer
   • July 16, 2004

4. Eligible SelfEmployment Compensation for Profit Sharing Roth v Pretax

   By gdlfa, February 5, 2018
   • 5 replies
   • 1.1k views
   • 
   • gdlfa
   • February 9, 2018

5. 401(k) and Sole Proprietorship

   By Below Ground, April 21, 2008
   • 2 replies
   • 1.1k views
   • 
   • Below Ground
   • April 21, 2008

6. 401k's with two employers?

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

7. Eligible rollover distribution

   By billfgrady, February 8, 2007
   • 1 reply
   • 1.1k views
   • 
   • JanetM
   • February 8, 2007

8. Is this a successor employer?

   By AlbanyConsultant, January 14, 2014
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • January 14, 2014

9. Notice Requirement for Fund Closure

   By CO Bank, June 19, 2015
   • 1 reply
   • 1.1k views
   • 
   • mbozek
   • June 20, 2015

10. Backloading Limits for 401(k) Match / Other DC

    By HCbs, April 18, 2011
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • April 18, 2011

11. Sole prop wants to modify deferral election

    By Belgarath, October 14, 2005
    • 0 replies
    • 1.1k views
    • 
    • Belgarath
    • October 14, 2005

12. Loan Trust?

    By Scott, March 27, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • March 28, 2003

13. New Form 8822-B

    By 30Rock, March 14, 2014
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 14, 2014

14. Using forfeitures for safe harbor match

    By djhpro, January 20, 2017
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 20, 2017

15. 401(k) Audit

    By Guest Bruce H., July 26, 2011
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • July 27, 2011

16. Mandatory Match for Catch Up Contribs?

    By Guest ResearchGirl, February 12, 2008
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • February 12, 2008

17. Hardship Distribution

    By katieinny, May 30, 2003
    • 3 replies
    • 1.1k views
    • 
    • katieinny
    • May 30, 2003

18. RMD

    By Nassau, June 27, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • June 27, 2011

19. Hurricane Relief?

    By Brenda Wren, October 14, 2004
    • 0 replies
    • 1.1k views
    • 
    • Brenda Wren
    • October 14, 2004

20. Profit Sharing Contribution

    By Guest mol, September 1, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 2, 2004

21. Solo 401(k) Plan and related employer

    By Dougsbpc, November 14, 2019
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • November 15, 2019

22. PS plan excesses

    By cpc0506, October 19, 2012
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • October 26, 2012

23. Takeover Plan Issue

    By chris, November 19, 2008
    • 3 replies
    • 1.1k views
    • 
    • chris
    • November 19, 2008

24. Adoption Agreement stipulations and insurance

    By Guest caddieadmin, February 17, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • February 17, 2007

25. Controll group, average benefit test, and ADP test

    By Guest cxs, November 1, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 1, 2004

26. Challenge: How to fix deferrals that should not have been made

    By RayJJohnsonJr, April 22, 2010
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • April 22, 2010

27. PPA - Particiapnt Disclosure

    By blue, September 15, 2006
    • 0 replies
    • 1.1k views
    • 
    • blue
    • September 15, 2006

28. Loan Overpayments

    By kmhaab, February 14, 2024
    • 3 replies
    • 1.1k views
    • 
    • ratherbereading
    • February 14, 2024

29. 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

30. Profit Sharing to encourage more participation?

    By Gilmore, September 17, 2020
    • 8 replies
    • 1.1k views
    • 
    • Gilmore
    • September 17, 2020

31. 5307 question

    By Guest PMiller, December 27, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 31, 2003

32. safe harbor 3% nonelective

    By Guest Moira, September 18, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 18, 2006

33. $150,000 penalty

    By Orlando advisor, January 4
    • 6 replies
    • 1.1k views
    • 
    • ERISALawyr
    • January 7

34. Notice of Matching Formula Question

    By jukeboy56, June 10, 2004
    • 1 reply
    • 1.1k views
    • 
    • four01kman
    • June 10, 2004

35. forfeiture account uses

    By Guest newport, November 29, 2010
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • November 29, 2010

36. 401(k) Plan -- Disabled Participant Issues

    By chris, June 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • Brian Gallagher
    • June 16, 2004

37. Proof of Safe Harbor Notice

    By nancy, June 23, 2020
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • June 24, 2020

38. Failed ADP test solution

    By Guest jusducki, March 12, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 12, 2007

39. Contributions Before Effetive Date of Plan

    By austin3515, November 17, 2003
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • November 17, 2003

40. ACP/Top Heavy Adjustments

    By pbarrett, April 4, 2003
    • 1 reply
    • 1.1k views
    • 
    • ccassetty
    • April 7, 2003

41. Company purchased during the year

    By Guest Ducksoup, May 11, 2006
    • 4 replies
    • 1.1k views
    • 
    • JanetM
    • May 11, 2006

42. Corrective amendment needed because one participant didn't contribute enough to make top-heavy minimum?

    By Jilliandiz, December 10, 2003
    • 3 replies
    • 1.1k views
    • 
    • Archimage
    • December 10, 2003

43. Due dates for Er Contributions

    By austin3515, February 16, 2009
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • February 17, 2009

44. Target Benefit Merger

    By Guest Ashley, October 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • October 13, 2003

45. Seeking Clarity on Year-End Deadline for Using Forfeitures

    By 401 Chaos, November 8, 2018
    • 2 replies
    • 1.1k views
    • 
    • 401 Chaos
    • November 9, 2018

46. Required Minimum Distribution

    By Guest CCarter, October 15, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • October 15, 2003

47. Predessor service and entry date

    By 30Rock, October 1, 2010
    • 4 replies
    • 1.1k views
    • 
    • 12AX7
    • October 6, 2010

48. New IRS Prop Regs on Accident & Health Insurance

    By rocknrolls2, September 5, 2007
    • 0 replies
    • 1.1k views
    • 
    • rocknrolls2
    • September 5, 2007

49. Safe harbor and Top Heavy

    By Craig Garner, June 23, 2014
    • 6 replies
    • 1.1k views
    • 
    • K2retire
    • June 24, 2014

50. New 401k- Client Changes Mind

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