401(k) Plans

19,275 topics in this forum

1. Returning ADP refunds to opt for a QNEC

   By fiona1, March 14, 2007
   • 0 replies
   • 1.1k views
   • 
   • fiona1
   • March 14, 2007

2. Plan Amendments

   By Guest JanB, June 25, 2014
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • July 3, 2014

3. Deferral of excess contributions that woud otherwise be returned after a failed test

   By Guest FAQ, August 26, 2004
   • 1 reply
   • 1.1k views
   • 
   • R. Butler
   • August 27, 2004

4. excluded HCEs

   By K2retire, February 11, 2009
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • February 12, 2009

5. Safe Harbor NEC -- Compensation

   By Guest SWH, July 22, 2008
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • July 22, 2008

6. Money Purcahse merged with Profit Sharing

   By blue, May 27, 2008
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • May 28, 2008

7. SEP to 401(k)

   By Guest bac, February 8, 2005
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • February 11, 2005

8. Max out Safe Harbor 401(k) Profit Sharing Plan for 2005

   By Guest tgraham, November 17, 2004
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • November 17, 2004

9. 401(k) limits

   By Guest JoeK, July 3, 2003
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • July 3, 2003

10. Non-Spouse Beneficiary

    By Guest A_Dude, June 16, 2014
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 16, 2014

11. Matching contributions and Integrated PS

    By Guest carsonv, February 11, 2005
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 11, 2005

12. Changing from prior yet to current (or vice versa)

    By BG5150, December 20, 2006
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • December 20, 2006

13. Solo 401(k) and health insurance premiums

    By Guest BruceC, April 24, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 24, 2011

14. Two 2004 5500's?

    By austin3515, July 12, 2006
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • July 12, 2006

15. Customized Data for Businesses

    By Guest B.Z. Khasru, February 13, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 13, 2006

16. Workers Comp wages

    By bevfair, June 30, 2017
    • 2 replies
    • 1.1k views
    • 
    • hr for me
    • June 30, 2017

17. Count comp from real estate holding company?

    By Jim Chad, October 30, 2013
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 31, 2013

18. Testing - Plan Amendment

    By wmyer, February 18, 2005
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 19, 2005

19. Loan MINIMUM

    By Guest dhall, March 10, 2011
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • March 10, 2011

20. Plan Amendments

    By Guest Raman A, February 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Kirk Maldonado
    • February 10, 2004

21. Integrated Allocation w/ Safe Harbor

    By Guest tzuck, November 6, 2008
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • November 6, 2008

22. Owner has deemed loan. Is this a prohibited transaction?

    By Jim Chad, November 12, 2013
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • November 12, 2013

23. Controlled Group Issue

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

24. Missing participant records

    By 30Rock, March 19
    • 3 replies
    • 1.1k views
    • 
    • 30Rock
    • March 19

25. Safe Harbor Matching

    By Guest PAINPA, May 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • g8r
    • May 7, 2003

26. Participant loans and bankruptcy

    By Belgarath, July 12, 2005
    • 0 replies
    • 1.1k views
    • 
    • Belgarath
    • July 12, 2005

27. Top Heavy Minimums

    By jala, July 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • jquazza
    • July 14, 2004

28. W2 and K1 in a controlled group

    By BG5150, February 12, 2021
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • February 15, 2021

29. what 'value' to you use when you have an annuity contract

    By cpc0506, August 2, 2013
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • August 2, 2013

30. Interest Rate on Plan Loan

    By Guest meeh3704, November 4, 2008
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • November 4, 2008

31. Safe Habor 401k & Top Heavy Exemption

    By B21, August 3, 2015
    • 0 replies
    • 1.1k views
    • 
    • B21
    • August 3, 2015

32. 401(k) control question

    By Guest kdp, September 20, 2007
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • September 20, 2007

33. Top Heavy Test

    By FJR, February 14, 2003
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • February 14, 2003

34. Eliminate Safe Harbor match for HCEs only?

    By Gilmore, February 19, 2009
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • February 19, 2009

35. Safe Harbor Discontinued / Any Creative Solutions for HCE?

    By Susan S., January 16, 2014
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • January 17, 2014

36. Roth IRA and QP in same year

    By K-t-F, November 17, 2006
    • 0 replies
    • 1.1k views
    • 
    • K-t-F
    • November 17, 2006

37. Top Heavy contribution not made for 2001

    By Guest nlmc18, April 6, 2004
    • 3 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • April 6, 2004

38. Spinoff from a Controlled Group

    By Archimage, December 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • December 19, 2003

39. 401k -- Bonds -- just before market crash

    By BUG, February 18, 2020
    • 4 replies
    • 1.1k views
    • 
    • Larry Starr
    • February 18, 2020

40. ACP Failure

    By Guest esaade, May 12, 2009
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • May 13, 2009

41. Going from Simple to 401(k) plan

    By Guest CathyS, March 16, 2007
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • March 16, 2007

42. SAR and Disclosure notices

    By mehmgo, December 13, 2021
    • 3 replies
    • 1.1k views
    • 
    • ratherbereading
    • December 14, 2021

43. Compensation in CG/ASG

    By goldtpa, March 25, 2004
    • 0 replies
    • 1.1k views
    • 
    • goldtpa
    • March 25, 2004

44. Vesting - Layoff

    By 52626, May 15
    • 2 replies
    • 1.1k views
    • 
    • RELUCTANT_LAWYER
    • May 23

45. Amendign Prototype w/o restating

    By austin3515, February 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • February 17, 2011

46. Life Expectancy

    By Guest gchase3, December 13, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 13, 2006

47. Decreasing Tiered Profit Sharing Formula

    By EagerToKnow, June 20, 2019
    • 8 replies
    • 1.1k views
    • 
    • shERPA
    • June 21, 2019

48. Company wants to implement a Safe Harbor NE Contrib of 4% of pay instead of 3%...permissible?

    By CharlesLeggette, July 15, 2016
    • 9 replies
    • 1.1k views
    • 
    • Kevin C
    • July 18, 2016

49. SHNE suspend and then reinstate in same plan year

    By DJL, August 13, 2020
    • 3 replies
    • 1.1k views
    • 
    • DJL
    • August 27, 2020

50. Late 401(k) Contributions

    By PFranckowiak, September 23, 2011
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • September 27, 2011