401(k) Plans

19,275 topics in this forum

1. Plan coverage change during testing year

   By Guest jae3207, December 20, 2005
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • December 20, 2005

2. average contribution amounts

   By Guest rring, September 12, 2003
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • September 15, 2003

3. Amending/Restating to a Simple 401(k)

   By Guest MRK, March 20, 2007
   • 2 replies
   • 1.1k views
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   • Guest
   • March 22, 2007

4. Basic - ND issue that I can't figure out

   By Guest Mrilaomt, August 17, 2005
   • 1 reply
   • 1.1k views
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   • QDROphile
   • August 17, 2005

5. Maximum deferral...

   By Guest RONNIE WASEL, February 12, 2003
   • 2 replies
   • 1.1k views
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   • ccassetty
   • February 12, 2003

6. Proposed 415 regulations

   By blue, February 19, 2006
   • 0 replies
   • 1.1k views
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   • blue
   • February 19, 2006

7. Excluded in Safe Harbor 401(k) Plan

   By Dougsbpc, September 6, 2012
   • 2 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • September 7, 2012

8. "I was told it would be fine." Excluded Division

   By Mr Bagwell, March 10, 2016   

   • excluded division
   • 5 replies
   • 1.1k views
   • 
   • Mr Bagwell
   • March 10, 2016

9. exclusion of comp personal and vacation time?

   By k man, July 23, 2004
   • 1 reply
   • 1.1k views
   • 
   • sloble@crowleyfleck.com
   • July 27, 2004

10. safe harbor effect on participation

    By JanetM, November 5, 2002
    • 0 replies
    • 1.1k views
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    • JanetM
    • November 5, 2002

11. Help with 3b of Form 5300

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

12. Failure to implement deferral election

    By Bruce1, April 16
    • 3 replies
    • 1.1k views
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    • Artie M
    • April 17

13. Use of Forfeitures

    By BTG, December 15, 2008
    • 0 replies
    • 1.1k views
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    • BTG
    • December 15, 2008

14. Corrective amendment for in-service distribution

    By cpc0506, July 21, 2015
    • 4 replies
    • 1.1k views
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    • MWeddell
    • July 28, 2015

15. Death Benefit to trust

    By Guest jetfaninmn, July 19, 2005
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • July 19, 2005

16. Attempted 401(k) Contribution

    By Guest ccl, October 31, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • October 31, 2008

17. no enrollment foms

    By Jim Chad, August 12, 2008
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 12, 2008

18. New IRS Notice 2020-23 Loan Repayment Confusion

    By mydayjob, April 15, 2020   

    • cares act
    • 1 reply
    • 1.1k views
    • 
    • AKconsult
    • April 17, 2020

19. Partner Electing P/S Contributions

    By Guest LCJ12, November 15, 2007
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • November 15, 2007

20. Gap Period Loss

    By CJS07, February 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • March 1, 2008

21. Closed MEP and audit requirement?

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

22. Required Minimum Distribution Amendments - 5-Year Rule Election- QPSA Question

    By Guest mwa, November 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 25, 2003

23. 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

24. Plan Sponsor Use of Affiliated Broker -- Prohibited Transaction?

    By Guest Alley, December 12, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 12, 2003

25. Form 5330

    By Guest IluvNewComp, December 30, 2008
    • 1 reply
    • 1.1k views
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    • JanetM
    • December 30, 2008

26. Vesting and BRF Testing

    By justatester, November 22, 2010
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • November 23, 2010

27. 401K with voluntary

    By thepensionmaven, December 8, 2020
    • 10 replies
    • 1.1k views
    • 
    • thepensionmaven
    • December 14, 2020

28. Debt/Mortgage as investment?

    By Leopurrd, August 26, 2005
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • August 26, 2005

29. Rollover from non-Roth 401(k) directly to Roth IRA

    By Guest mickiemurphy, December 8, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 9, 2008

30. Taking a poll

    By Belgarath, March 12, 2015
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2015

31. H/W of Safe Harbor Matching Contributions

    By J. Bringhurst, April 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 1, 2003

32. Anyone know if the plan can invest

    By jkharvey, August 23, 2012
    • 5 replies
    • 1.1k views
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    • ESOP Guy
    • August 24, 2012

33. Death Benefit

    By coleboy, July 2, 2018
    • 10 replies
    • 1.1k views
    • 
    • jpod
    • July 24, 2018

34. Deferrals from severance pay - how to return them?

    By AlbanyConsultant, February 8, 2017
    • 2 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • February 9, 2017

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

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

36. Safe Harbor Non-Elective

    By Jilliandiz, July 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • July 24, 2007

37. Savers Credit

    By austin3515, March 12, 2013
    • 2 replies
    • 1.1k views
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    • austin3515
    • March 13, 2013

38. crediting past years from predecessor employer

    By Bri, April 21, 2005
    • 0 replies
    • 1.1k views
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    • Bri
    • April 21, 2005

39. adding wife of owner

    By Pixie, October 2, 2024
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • October 3, 2024

40. New Plan 2005 - HCE for 2005

    By Guest sao0308, August 10, 2006
    • 1 reply
    • 1.1k views
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    • WDIK
    • August 10, 2006

41. amend a safe harbor match

    By Santo Gold, August 22, 2012
    • 5 replies
    • 1.1k views
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    • Santo Gold
    • August 23, 2012

42. ER deductions

    By Guest sritts, May 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • ErisaGeek
    • June 2, 2003

43. Small Form 5500 filed without audit later amending as a large Form 5500 with audit

    By AdKu, October 17, 2016   

    • Amend Form 5500-SF to large
    • 2 replies
    • 1.1k views
    • 
    • AdKu
    • October 26, 2016

44. 401k and IRA

    By Guest brook17, January 11, 2005
    • 1 reply
    • 1.1k views
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    • QDROphile
    • January 11, 2005

45. Where are the COLAs?

    By austin3515, November 5, 2019
    • 10 replies
    • 1.1k views
    • 
    • Dave Baker
    • November 6, 2019

46. W-2 Reporting of Regular (Non-Roth) After-Tax Contributions

    By 401 Chaos, December 13, 2018
    • 0 replies
    • 1.1k views
    • 
    • 401 Chaos
    • December 13, 2018

47. safe harbor plan merging into non-safe harbor plan, different plan years

    By maverick, November 6, 2008
    • 0 replies
    • 1.1k views
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    • maverick
    • November 6, 2008

48. multiple plans/ different contributions

    By Chippy, June 6, 2018
    • 7 replies
    • 1.1k views
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    • MWeddell
    • June 21, 2018

49. 2002 Top Heavy Determination and Prior Distributions

    By Guest crosseyedtester, March 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2003

50. ADP Excess Cont Pre-3/15 w/FITW

    By Guest robmason, March 1, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 1, 2005