401(k) Plans

19,321 topics in this forum

1. Mid-Year Safe Harbor Match under PPP

   By glhotdog, May 29, 2020   

   • ppp 401k safe harbor match
   • 1 reply
   • 543 views
   • 
   • Bird
   • June 1, 2020

2. not meeting eligibility due to COVID hour reduction

   By AlbanyConsultant, January 14, 2021
   • 1 reply
   • 559 views
   • 
   • FORMER ESQ.
   • January 15, 2021

3. Single participant 401(k) no document

   By Biz Develop Consultant BJF, August 27, 2021
   • 1 reply
   • 830 views
   • 
   • Bird
   • August 30, 2021

4. safe harbor - last day rule allowed?

   By Guest billy bong, September 21, 1999
   • 1 reply
   • 1.9k views
   • 
   • Ervin Barham
   • September 21, 1999

5. SEP existing with 401(k)

   By Guest PLHart, January 13, 2000
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • January 13, 2000

6. ROBS funding source

   By Henry Zephyr, January 28, 2023
   • 1 reply
   • 1.2k views
   • 
   • Lou S.
   • January 30, 2023

7. 401-k Plan Audits

   By KevinMc, August 25, 2023
   • 1 reply
   • 569 views
   • 
   • C. B. Zeller
   • August 25, 2023

8. MEP as successor plan... but requiring rollovers into the MEP

   By AlbanyConsultant, February 27, 2024
   • 1 reply
   • 660 views
   • 
   • jsample
   • February 28, 2024

9. Top heavy minimum contribution

   By eilano, November 22, 2000
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • November 27, 2000

10. Fiduciary issue

    By dmb, August 7, 2001
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • August 7, 2001

11. Profit Sharing contribution and non-profit organizations

    By Guest dhoefer, February 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • Archimage
    • February 20, 2002

12. 401k Partial Plan Year Termination

    By Guest Julia Slee, May 1, 2002
    • 1 reply
    • 2.1k views
    • 
    • KateSmithPA
    • May 1, 2002

13. Fiduciary status

    By Guest Becca2002, July 19, 2002
    • 1 reply
    • 1.3k views
    • 
    • Ron Snyder
    • July 21, 2002

14. ineligible employee

    By Guest mk2308, February 3, 2005
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • February 3, 2005

15. Changing ADP test from Prior to Current Year

    By Jed Macy, March 1, 2007
    • 1 reply
    • 2.7k views
    • 
    • Tom Poje
    • March 1, 2007

16. Eligibility

    By Guest Butterfly, October 10, 2008
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • October 10, 2008

17. Maximum Deductible Contribution vs. 415 Annual Limit

    By Guest Kansas, January 8, 2010
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • January 8, 2010

18. Match contribution not capped at Annual Contribution Limit

    By Guest Powers, October 19, 2012
    • 1 reply
    • 841 views
    • 
    • ETA Consulting LLC
    • October 19, 2012

19. Roth rollover to 401(k) Plan

    By Jim Chad, August 5, 2015
    • 1 reply
    • 757 views
    • 
    • Lou S.
    • August 5, 2015

20. Multiemployer 401(k) Plan

    By Guest SPollock, May 3, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 5, 1999

21. Payroll Order of Operations

    By 401kAllTheWay, February 27, 2024
    • 1 reply
    • 549 views
    • 
    • Peter Gulia
    • February 27, 2024

22. Is distribution of excess annual additions included in ADP test?

    By Richard Anderson, September 5, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • September 14, 2000

23. 401(k) Plan Loan Documentary Stamp Tax

    By Guest, October 31, 2000
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • October 31, 2000

24. Plan Administrator Revoked all Prior Beneficiary Designation Forms

    By traveler, February 7, 2002
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • February 8, 2002

25. Safe Harbor Contributions

    By Guest nps, May 16, 2003
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • May 16, 2003

26. 401 K control group issue

    By Guest muzz, August 27, 2003
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • August 27, 2003

27. 1099's and ADP excesses

    By Brian Gallagher, February 27, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 27, 2004

28. Disposition of interest earned on monies withheld from investment transfers

    By Guest sdickson, February 3, 2005
    • 1 reply
    • 1k views
    • 
    • Guest
    • February 4, 2005

29. Same Desk Rule

    By Guest Pat Metallic, February 27, 2008
    • 1 reply
    • 5.3k views
    • 
    • Belgarath
    • February 28, 2008

30. How to view Incentive Stock Options for 401(k) Comp Purposes

    By 401 Chaos, August 18, 2009
    • 1 reply
    • 5.8k views
    • 
    • Guest
    • August 21, 2009

31. Late funding of participant contributions

    By Nassau, February 16, 2012
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • February 16, 2012

32. Top Heavy Status - Profit Sharing Receivables

    By MGOAdmin, October 23, 2014   

    • top heavy
    • profit sharing
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 23, 2014

33. Solo 401k - multiple partnerships

    By bwurts, July 1, 2016
    • 1 reply
    • 840 views
    • 
    • Kevin C
    • July 7, 2016

34. Interest calc on excess deferrals

    By thepensionmaven, April 4, 2018   

    • excees deferrals
    • 1 reply
    • 426 views
    • 
    • Mike Preston
    • April 5, 2018

35. Deemed nonelective contributions to a 401(k) Plan

    By Christopher Wilson, April 29, 2021
    • 1 reply
    • 606 views
    • 
    • Bird
    • April 29, 2021

36. Traditional 401(k) plan to Safe Harbor 401(k) plan

    By Dougsbpc, February 27, 2024
    • 1 reply
    • 411 views
    • 
    • Bill Presson
    • February 27, 2024

37. Low balance fees for terminated participants

    By Guest mmc, September 16, 2005
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • September 16, 2005

38. Distribution Forms

    By Jilliandiz, November 30, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • November 30, 2005

39. QDCF and spousal consent

    By Guest Hans Lewis, April 15, 2006
    • 1 reply
    • 2k views
    • 
    • david rigby
    • April 16, 2006

40. Excessive or unauthorized contributions

    By Guest jvanheyde, March 1, 2007
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • March 1, 2007

41. Fringe Benefits and THM<

    By austin3515, March 6, 2010
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 8, 2010

42. Does Hurricane Relief Extend Contribution Deadline

    By ERISA1, September 14, 2011
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • September 14, 2011

43. Vesting

    By CLE401kGuy, October 17, 2011
    • 1 reply
    • 945 views
    • 
    • Guest
    • October 26, 2011

44. Deferred Compensation and elective deferrals

    By bzorc, October 23, 2014
    • 1 reply
    • 840 views
    • 
    • Lou S.
    • October 23, 2014

45. Fiscal Year - For partnership

    By MGOAdmin, May 24, 2018   

    • fiscal year
    • limitation year
    • (and 1 more)

      Tagged with:

      • fiscal year
      • limitation year
      • partnership income
    • 1 reply
    • 530 views
    • 
    • Madison71
    • May 24, 2018

46. Changing Plan Year in a Safe Harbor Plan

    By cpc0506, December 21, 2018
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • December 26, 2018

47. Safe Harbor Eligibility

    By Chippy, August 9, 2019
    • 1 reply
    • 581 views
    • 
    • justanotheradmin
    • August 9, 2019

48. Vesting current participants

    By Guest SAG, September 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • September 21, 1999

49. Safe Harbor and ADP testing

    By ejohnke, December 5, 2022
    • 1 reply
    • 618 views
    • 
    • Bri
    • December 5, 2022

50. Top Heavy and Covid Distributions

    By justatester, March 31, 2023
    • 1 reply
    • 442 views
    • 
    • Lou S.
    • March 31, 2023