401(k) Plans

19,320 topics in this forum

1. 5307 question

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

2. In-Kind Xfers JUST for SDBA

   By austin3515, December 26, 2013
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • December 27, 2013

3. ACP/Top Heavy Adjustments

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

4. New Safe Harbor Plan - 2005 - no prior plans

   By Guest jetfaninmn, September 15, 2005
   • 7 replies
   • 1.1k views
   • 
   • Guest
   • September 16, 2005

5. ACP

   By Guest 401knewbie, March 5, 2007
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • March 5, 2007

6. SDBAs for owners (can it be done?)

   By AlbanyConsultant, May 1, 2024
   • 3 replies
   • 1.1k views
   • 
   • Peter Gulia
   • May 1, 2024

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

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

8. Match that increases as participant gets older?

   By jkharvey, October 5, 2006
   • 1 reply
   • 1.1k views
   • 
   • Dan
   • October 5, 2006

9. Changing Matching Contribution Rate

   By Below Ground, June 8, 2006
   • 2 replies
   • 1.1k views
   • 
   • Below Ground
   • June 8, 2006

10. Entry date for employee with service recognized from another employer

    By AKconsult, October 17, 2016
    • 4 replies
    • 1.1k views
    • 
    • chc93
    • October 18, 2016

11. PPA - Particiapnt Disclosure

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

12. Successor Plan?

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

13. Match Question 1 - Tiered Formula

    By Gilmore, February 25, 2020
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • February 28, 2020

14. PS plan excesses

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

15. Fiscal Year

    By 30Rock, January 14, 2011
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • January 14, 2011

16. Non spouse Beneficiary

    By Nassau, October 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 19, 2010

17. Target Benefit Merger

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

18. LLC as an investment

    By Scuba 401, June 2, 2017
    • 7 replies
    • 1.1k views
    • 
    • MoJo
    • June 2, 2017

19. Closed MEP and audit requirement?

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

20. terminated employee

    By Gary, September 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • Gary
    • September 19, 2012

21. Sole prop wants to modify deferral election

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

22. solo k with spouse

    By Guest RRoberts, December 22, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 22, 2010

23. forfeiture account uses

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

24. Controlled Group-Lost Opportunity

    By Guest Kevin1, March 17, 2010
    • 6 replies
    • 1.1k views
    • 
    • austin3515
    • March 19, 2010

25. Candian Employee

    By Guest jark, March 27, 2014
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 28, 2014

26. 100% Match.... how much can be contributed?

    By Basically, June 5, 2023
    • 9 replies
    • 1.1k views
    • 
    • Paul I
    • June 7, 2023

27. Short Plan Year - CRoss-Testing

    By austin3515, August 2, 2013
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • August 2, 2013

28. Profit Sharing Contribution

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

29. Solo k recordkeeping

    By Craig Garner, December 7, 2012
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 7, 2012

30. eligibility using eligibility service

    By KevinMc, November 20, 2019
    • 6 replies
    • 1.1k views
    • 
    • Larry Starr
    • November 22, 2019

31. Dual Eligibility

    By justatester, October 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • October 20, 2010

32. Temp to Hire / Service with Temp Agency - Relius Corbel Doc

    By austin3515, January 6, 2022
    • 15 replies
    • 1.1k views
    • 
    • austin3515
    • January 10, 2022

33. LOANS - DEFAULT

    By Guest SPrince, September 23, 2007
    • 1 reply
    • 1.1k views
    • 
    • Sully
    • September 23, 2007

34. Notice of Matching Formula Question

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

35. Required Minimum Distribution

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

36. Not Funding Safe Harbor for 2010

    By 30Rock, February 24, 2011
    • 4 replies
    • 1.1k views
    • 
    • 30Rock
    • February 25, 2011

37. Predessor service and entry date

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

38. Service with another employer

    By R. Butler, December 2, 2010
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • December 2, 2010

39. Start a 401k on 12/31/20 for 2020 Year

    By Gadgetfreak, January 5, 2021
    • 7 replies
    • 1.1k views
    • 
    • FORMER ESQ.
    • January 6, 2021

40. 415 Final Regs - how do you measnure 2 1/2 months

    By blue, March 25, 2008
    • 2 replies
    • 1.1k views
    • 
    • zimbo
    • March 26, 2008

41. Contribution relative to earned income

    By Guest geohurl, July 24, 2006
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • July 25, 2006

42. safe harbor 3% nonelective

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

43. Due dates for Er Contributions

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

44. 2007 limit

    By doombuggy, August 27, 2007
    • 3 replies
    • 1.1k views
    • 
    • doombuggy
    • August 28, 2007

45. ADP Testing - plan uses prior yr testing method

    By doombuggy, August 25, 2005
    • 2 replies
    • 1.1k views
    • 
    • Leopurrd
    • August 25, 2005

46. Failed ADP test solution

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

47. New Plan, definition of comp <> comp used => correction

    By TPApril, August 13, 2021
    • 5 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • August 16, 2021

48. Vesting question

    By mlp0816, February 22, 2007
    • 2 replies
    • 1.1k views
    • 
    • mlp0816
    • February 22, 2007

49. Suspend safe harbor/significant event rules

    By Guest Peggy806, March 25, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 25, 2009

50. Yet another LTPT question

    By Belgarath, January 13, 2023
    • 6 replies
    • 1.1k views
    • 
    • MoJo
    • February 21, 2023