401(k) Plans

19,275 topics in this forum

1. Transition period--unanswerable question

   By lexi, February 12, 2007
   • 1 reply
   • 1.1k views
   • 
   • JanetM
   • February 12, 2007

2. Gotta Get Out of My 401k!

   By Guest cstroble, April 6, 2004
   • 1 reply
   • 1.1k views
   • 
   • Jon Chambers
   • April 6, 2004

3. Profit Sharing Component

   By Guest caseyb, July 8, 2010
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • July 8, 2010

4. Recongizing Past Service Discriminatory?

   By austin3515, April 21, 2011
   • 5 replies
   • 1.1k views
   • 
   • QNPG
   • April 25, 2011

5. Eligibility change - 30 day waiting period?

   By Jakyasar, April 3, 2022
   • 6 replies
   • 1.1k views
   • 
   • Jakyasar
   • April 5, 2022

6. Special Tax Notice

   By austin3515, December 29, 2009
   • 1 reply
   • 1.1k views
   • 
   • 401king
   • December 29, 2009

7. follow up to excise question

   By lexi, December 1, 2006
   • 4 replies
   • 1.1k views
   • 
   • lexi
   • December 1, 2006

8. HCE counted as eligible for deferral?

   By Guest arlrads, August 4, 2003
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • August 4, 2003

9. Gap period income on related match

   By Guest Philip2, November 3, 2009
   • 1 reply
   • 1.1k views
   • 
   • Below Ground
   • November 4, 2009

10. Refunded Contributions

    By Andre3000, September 3, 2014
    • 3 replies
    • 1.1k views
    • 
    • Andre3000
    • September 3, 2014

11. RMD after Death

    By Lou81, January 9   

    • rmd
    • 2 replies
    • 1.1k views
    • 
    • Bruce1
    • January 9

12. Related Rollover or not

    By cpc0506, June 1, 2017
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • June 2, 2017

13. Employer Tax ID for 401(k)

    By Guest bouncingsoul, May 22, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 22, 2006

14. Sale of participating employer and vesting

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

15. thrift plan withdrawal

    By LIBERTYKID, January 18, 2007
    • 0 replies
    • 1.1k views
    • 
    • LIBERTYKID
    • January 18, 2007

16. Missed PSP Contribution - plan previously terminated

    By Good401(k), March 13, 2018   

    • 401(a)
    • profit-sharing
    • (and 2 more)

      Tagged with:

      • 401(a)
      • profit-sharing
      • missed contribution
      • corrective contribution
    • 4 replies
    • 1.1k views
    • 
    • Bob the Swimmer
    • March 18, 2018

17. Control Group and Testing

    By Nic Pospiech, August 30, 2018
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • October 8, 2018

18. Plan merger - ADP test deadline

    By fiona1, December 2, 2009
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • December 2, 2009

19. Coverage - No compensation - Military leave

    By fiona1, September 13, 2007
    • 0 replies
    • 1.1k views
    • 
    • fiona1
    • September 13, 2007

20. Basic Eligibility Question

    By Guest caddieadmin, February 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 26, 2007

21. new 401k/safe harbor plan or 2021

    By Jakyasar, November 19, 2020
    • 3 replies
    • 1.1k views
    • 
    • Jakyasar
    • November 19, 2020

22. Safe harbor match

    By pbarrett, February 27, 2004
    • 2 replies
    • 1.1k views
    • 
    • Brian Gallagher
    • February 27, 2004

23. true up for short plan year

    By Guest Benefitsrock, February 27, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 27, 2008

24. Late Participant Fee Disclosure

    By khn, November 2, 2018
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • November 16, 2018

25. Terminating a 401K....

    By Guest RONNIE WASEL, March 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Brian Gallagher
    • March 26, 2003

26. Can I impute disparity at the $40,000 level?

    By Jim Chad, August 8, 2012
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • August 8, 2012

27. Profit Sharing Contributions Exceeding Annual Additions Limit Across Multiple Employers

    By 401 Chaos, March 22, 2022
    • 2 replies
    • 1.1k views
    • 
    • Nate S
    • March 22, 2022

28. Matching contribution question

    By Guest gsbanks, February 10, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 10, 2005

29. Service with another employer

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

30. 401k testing and plan switching to MEP

    By Tom Poje, October 23, 2013
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 31, 2013

31. Revenue Sharing / RIA / Co-Fiduciary

    By austin3515, May 29, 2014
    • 1 reply
    • 1.1k views
    • 
    • JRN
    • May 29, 2014

32. Both an Owner AND an employee - Can she do a 41k SEP + salary deferrals in the employers plan?

    By Guest erepper, December 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • jevd
    • December 22, 2004

33. Plan Expenses

    By Guest jhilliard, August 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • August 8, 2003

34. 11(g) amendment

    By Chippy, March 10, 2021
    • 8 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • August 13, 2021

35. 410(b)(6)(C) transition relief

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

36. Repay 401K loan with in 5 year term

    By Andy Daniels, August 9, 2018   

    • loan repay
    • amend tax return
    • 7 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 14, 2018

37. 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

38. Safe Harbor 401(k) with immediate entry for deferrals and a 1 year wait for 3% Safe Harbor

    By HarleyBabe, October 5, 2016
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 5, 2016

39. LTPT and safe harbor plans

    By Belgarath, February 8, 2024
    • 5 replies
    • 1.1k views
    • 
    • Belgarath
    • February 8, 2024

40. Form 5500 Count

    By coleboy, June 9, 2016
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • June 10, 2016

41. Proposed 415 Regulations

    By Randy Watson, October 9, 2006
    • 0 replies
    • 1.1k views
    • 
    • Randy Watson
    • October 9, 2006

42. Beneficiary as Trust

    By Nassau, April 29, 2011
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • April 29, 2011

43. Safe Harbor Notice

    By Lynn Campbell, June 20, 2003
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • June 21, 2003

44. Sole prop profit sharing plan

    By jkdoll2, November 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • November 26, 2008

45. New Safe Harbor 401(k) Plan

    By Dougsbpc, September 24, 2015
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • September 27, 2015

46. Eligible Participants in New Plan

    By DP, September 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • September 17, 2003

47. HCE Determination

    By Guest tjt169, April 2, 2013
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • April 2, 2013

48. Leased Employees

    By justatester, July 31, 2012
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 31, 2012

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

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

50. Bankruptcy

    By DTH, June 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • June 9, 2003