401(k) Plans

19,319 topics in this forum

1. match contribution for auto enroll

   By Santo Gold, September 26, 2006
   • 2 replies
   • 1.1k views
   • 
   • austin3515
   • September 26, 2006

2. 401(k) Loans and Sell Off

   By Guest Sadie4, November 6, 2002
   • 1 reply
   • 1.1k views
   • 
   • E as in ERISA
   • November 6, 2002

3. Proposed regs for coverage testing for 401(k) plans of tax exempt employers

   By Belgarath, April 9, 2004
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • April 9, 2004

4. SIMPLE 401(k) to Traditional 401(k)

   By Christopher, July 5, 2018
   • 3 replies
   • 1.1k views
   • 
   • JackS
   • July 9, 2018

5. Roth 401K

   By thepensionmaven, February 3, 2015
   • 5 replies
   • 1.1k views
   • 
   • GMK
   • February 4, 2015

6. 401k Excess deferrals to much

   By alexa, March 14, 2006
   • 0 replies
   • 1.1k views
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   • alexa
   • March 14, 2006

7. Doctors all have their own PC

   By austin3515, March 4, 2016
   • 10 replies
   • 1.1k views
   • 
   • Peter Gulia
   • March 5, 2016

8. Union Plan - Union Covers all Full-Time Ee;s

   By austin3515, October 27, 2012
   • 8 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • November 5, 2012

9. One-to-One Correction

   By 12AX7, May 28, 2009
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • May 28, 2009

10. New plan question

    By Guest DazedAndConfused, May 29, 2007
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • May 29, 2007

11. 408(b)(2) and PEOs

    By Christine Roberts, June 24, 2012
    • 0 replies
    • 1.1k views
    • 
    • Christine Roberts
    • June 24, 2012

12. Commissions paid later

    By Guest JPIngold, March 4, 2013
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • March 5, 2013

13. Spin off

    By fiona1, March 1, 2012
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 2, 2012

14. Missing payroll records for 9 years

    By 30Rock, April 27, 2018
    • 6 replies
    • 1.1k views
    • 
    • 30Rock
    • May 1, 2018

15. Rule 22(c)2 Excessive Trading - recordkeeper's responsibilities

    By SRP, October 31, 2007
    • 0 replies
    • 1.1k views
    • 
    • SRP
    • October 31, 2007

16. W2 and K1 in a controlled group

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

17. Pro-rating Limits

    By 30Rock, December 15, 2013
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • December 15, 2013

18. SAR and Disclosure notices

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

19. Spin-off question

    By fiona1, July 20, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 28, 2012

20. Discretionary Match

    By Guest KAGrist, July 16, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 16, 2003

21. Eligibility upon Reemployment for Special Eligibility

    By Guest Pension Fun, March 20, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 20, 2012

22. Safe Harbor 401(k)

    By mlp0816, September 15, 2005
    • 1 reply
    • 1.1k views
    • 
    • Brenda Wren
    • September 15, 2005

23. De Facto After-Tax Contributions

    By Guest RJRogers, May 3, 2010
    • 3 replies
    • 1.1k views
    • 
    • jpod
    • May 7, 2010

24. Safe Harbor NEC -- Compensation

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

25. 50% Owner lists 0 hours but compensation on census

    By jsample, March 9, 2020
    • 4 replies
    • 1.1k views
    • 
    • jsample
    • March 9, 2020

26. Safe Harbor Implementation

    By Guest LonePlanAdministrator, March 12, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 12, 2009

27. Individual Investment Advisor Payment From Personal Accout

    By Guest AnonymousAttorney, October 19, 2009
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • October 20, 2009

28. Deducting More than 415 Limit on partner's 1040

    By Danny CPA, September 22, 2021
    • 6 replies
    • 1.1k views
    • 
    • Mike Preston
    • September 22, 2021

29. Owners over 70 1/2

    By CJS07, March 31, 2016   

    • RMD and continuing
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • March 31, 2016

30. HCE Determination

    By Guest Grumpy456, March 14, 2007
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 15, 2007

31. Top Heavy Minimums

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

32. delayed start of ACA

    By cpc0506, February 1, 2013
    • 4 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 1, 2013

33. Failure to Contribute in Multiple Employer Plan

    By Guest Thomas2006, March 3, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 3, 2009

34. excluded HCEs

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

35. ADP Test

    By pixmax, March 10, 2011
    • 2 replies
    • 1.1k views
    • 
    • Sully
    • March 10, 2011

36. deposit error attributable earnings

    By LMK TPA, March 3, 2025
    • 4 replies
    • 1.1k views
    • 
    • Artie M
    • March 5, 2025

37. less than 1000 hour employee

    By mjf06241972, April 5, 2019
    • 6 replies
    • 1.1k views
    • 
    • Lou S.
    • April 5, 2019

38. Rollovers

    By Nassau, August 18, 2010
    • 3 replies
    • 1.1k views
    • 
    • 401king
    • August 19, 2010

39. What is the last day on which a coronavirus loan can be made?

    By Peter Gulia, April 13, 2020   

    • cares act; congress
    • 17 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 15, 2020

40. Top Heavy Aggregation

    By KJohnson, November 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • November 10, 2004

41. Takeover from MEP Plan

    By austin3515, December 12, 2012
    • 2 replies
    • 1.1k views
    • 
    • 12AX7
    • December 13, 2012

42. Post-Severance Compensation

    By Guest shaul, December 7, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 7, 2011

43. Employees Paying Back Signing Bonus - ADP/ACP Testing

    By David Olive, February 13, 2023
    • 1 reply
    • 1.1k views
    • 
    • CuseFan
    • February 14, 2023

44. Taxes from 401(k) Plan with Roth Contribution at age 60

    By rblum50, November 21, 2013   

    • Roth Contributions
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • November 21, 2013

45. Spousal Rights

    By Eric Hanford, May 10, 2024
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • May 14, 2024

46. Simple & 401(k) in same Plan Year?

    By CJS07, February 29, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 29, 2012

47. 10 life 401(k) plam

    By Guest dubya, March 18, 2004
    • 2 replies
    • 1.1k views
    • 
    • Demosthenes
    • March 19, 2004

48. 401(k) and church plan

    By Guest susa, April 15, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 15, 2003

49. Business owners reversing prior paychecks due to cashflow. Need deferrals refunded.

    By 401king, December 17, 2015
    • 7 replies
    • 1.1k views
    • 
    • EBECatty
    • December 19, 2015

50. Solo 401(k) and health insurance premiums

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