401(k) Plans

19,319 topics in this forum

1. PPA provision

   By Nassau, October 3, 2008
   • 0 replies
   • 1.1k views
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   • Nassau
   • October 3, 2008

2. Military Pay question...

   By fiona1, April 8, 2005
   • 0 replies
   • 1.1k views
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   • fiona1
   • April 8, 2005

3. Match for HCE's on Catch Up

   By Guest cconnell, January 10, 2007
   • 1 reply
   • 1.1k views
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   • WDIK
   • January 10, 2007

4. Who knows where I can find a good clean copy of the IRS Model Tax Notice for Qualified Plans? My access is Plan specific only.

   By Guest swhite1, February 7, 2005
   • 1 reply
   • 1.1k views
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   • stevena
   • February 7, 2005

5. Controlled Group Issue

   By metsfan026, October 6, 2022
   • 5 replies
   • 1.1k views
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   • Roycal
   • October 7, 2022

6. Plan Mergers

   By Guest Mary Snyder, April 11, 2003
   • 1 reply
   • 1.1k views
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   • MWeddell
   • April 11, 2003

7. Hardship distributions for union employees

   By Stevo-PDX, November 11, 2003
   • 1 reply
   • 1.1k views
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   • MWeddell
   • November 11, 2003

8. Timely Deferral Deposits

   By austin3515, November 12, 2003
   • 4 replies
   • 1.1k views
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   • austin3515
   • November 12, 2003

9. RMD Penalty Abatement

   By austin3515, February 6, 2024
   • 4 replies
   • 1.1k views
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   • EPCRSGuru
   • February 8, 2024

10. Takeover Plan

    By 415 Limit, May 17, 2011
    • 1 reply
    • 1.1k views
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    • Jim Chad
    • May 18, 2011

11. Recurring Contributions for 401(k) Plan

    By Guest lizannc, December 1, 2014
    • 1 reply
    • 1.1k views
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    • John Feldt ERPA CPC QPA
    • December 1, 2014

12. HCE got too much match

    By Santo Gold, February 4, 2014
    • 2 replies
    • 1.1k views
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    • Will.I.Am
    • February 27, 2020

13. differing match for various companies under common control

    By Guest EBGEEK, February 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • February 9, 2003

14. J&S Language and annuities available

    By austin3515, January 11, 2005
    • 0 replies
    • 1.1k views
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    • austin3515
    • January 11, 2005

15. Missed Deferral Opportunity

    By Nassau, September 20, 2010
    • 1 reply
    • 1.1k views
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    • Guest
    • September 20, 2010

16. 401k provisions effective in middle of plan year

    By dmb, March 16, 2005
    • 0 replies
    • 1.1k views
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    • dmb
    • March 16, 2005

17. Employee enrollment

    By Guest jmlumpkin, July 18, 2003
    • 1 reply
    • 1.1k views
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    • ccassetty
    • July 18, 2003

18. Auto Escalation

    By austin3515, October 24, 2014
    • 4 replies
    • 1.1k views
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    • austin3515
    • October 24, 2014

19. Ineligible after-tax contributions

    By Guest jim williams, August 30, 2006
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • August 31, 2006

20. Excluded Employees ADP/ACP Safe Harbor

    By Guest rwells@unioncentral.com, November 30, 2010
    • 1 reply
    • 1.1k views
    • 
    • Laura Harrington
    • December 1, 2010

21. Controlled Group Question

    By Guest chris4013, May 19, 2005
    • 3 replies
    • 1.1k views
    • 
    • R. Butler
    • May 19, 2005

22. Partners in a 401(k) Plan

    By Alex Daisy, January 10, 2008
    • 2 replies
    • 1.1k views
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    • Tom Poje
    • January 11, 2008

23. safe harbor plan

    By k man, November 8, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • November 8, 2007

24. 401(k) Investment Options for Very Small Employers

    By Guest YATPA, February 23, 2005
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 23, 2005

25. Change to Safe Harbor Formula

    By Stash026, November 19, 2020
    • 7 replies
    • 1.1k views
    • 
    • Bill Presson
    • November 20, 2020

26. Safe Harbor 3% w/ Disc Match

    By Guest North Meets South, May 26, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 29, 2009

27. Family member?

    By Guest yukon, July 29, 2005
    • 3 replies
    • 1.1k views
    • 
    • R. Butler
    • July 29, 2005

28. service provider disclosure

    By Scuba 401, May 8, 2012
    • 2 replies
    • 1.1k views
    • 
    • Scuba 401
    • May 9, 2012

29. Excludable Employee in 401k plan

    By Guest amm19, March 26, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 26, 2003

30. Distribution code on Form 1099-R

    By MarZDoates, January 14, 2004
    • 0 replies
    • 1.1k views
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    • MarZDoates
    • January 14, 2004

31. Catch ups, 415, and Off Calendar

    By Gilmore, December 18, 2019
    • 2 replies
    • 1.1k views
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    • Gilmore
    • December 19, 2019

32. Solo 401K contribution limit per family

    By Blue_Sky, October 28, 2020
    • 14 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • October 29, 2020

33. new job

    By Guest friskey, August 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2004

34. Plan Design - Exclude HCEs

    By Gilmore, December 30, 2015
    • 5 replies
    • 1.1k views
    • 
    • K2retire
    • December 31, 2015

35. ineligible solo 401k

    By Pixie, September 12, 2024
    • 8 replies
    • 1.1k views
    • 
    • Pixie
    • September 19, 2024

36. New Comparability Plan

    By Guest JDK, February 9, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 10, 2007

37. IRS Form 872-H - Is there a link to this Form?

    By rocknrolls2, February 27, 2017
    • 0 replies
    • 1.1k views
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    • rocknrolls2
    • February 27, 2017

38. Ownership Question

    By khn, November 26, 2013
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • November 26, 2013

39. Prohibited Transactions/Parties in Interest

    By MBCarey, October 1, 2007
    • 0 replies
    • 1.1k views
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    • MBCarey
    • October 1, 2007

40. Eligible for Distribution due to change in controlled group membership?

    By jmartin, November 12, 2012
    • 2 replies
    • 1.1k views
    • 
    • jmartin
    • November 13, 2012

41. ER's payroll cannot support loan payments

    By BG5150, July 9, 2019
    • 14 replies
    • 1.1k views
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    • BG5150
    • July 9, 2019

42. Short-term amendment ... possible?

    By Guest AEA, August 8, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • August 8, 2005

43. Profit sharing for only one

    By ombskid, May 5, 2014
    • 7 replies
    • 1.1k views
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    • BG5150
    • May 6, 2014

44. Real Estate Management Company & 401(k)

    By Guest Michael519, November 16, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • November 16, 2005

45. Top Heavy Minimum + Maternity Leave

    By Stash026, April 12, 2012
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • April 12, 2012

46. Which SECURE 2022 changes are in effect now?

    By Peter Gulia, January 11, 2023
    • 9 replies
    • 1.1k views
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    • Anon401kTPA
    • January 13, 2023

47. RMD

    By Nassau, March 31, 2011
    • 2 replies
    • 1.1k views
    • 
    • PensionPro
    • March 31, 2011

48. New 401(k) plan and eligibility

    By cfull, February 7, 2014
    • 1 reply
    • 1.1k views
    • 
    • shERPA
    • February 7, 2014

49. New IRS Guidance on Early Entry & OE Rule

    By blue, April 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • pixmax
    • April 24, 2009

50. Highly Compensated / Meger Question

    By fiona1, February 9, 2004
    • 3 replies
    • 1.1k views
    • 
    • E as in ERISA
    • February 10, 2004