401(k) Plans

19,275 topics in this forum

1. Auto Enroll and Escalate? Well maybe......

   By Mr Bagwell, November 15, 2016
   • 4 replies
   • 1k views
   • 
   • TPAJake
   • November 18, 2016

2. Estimating hours for part time pilots

   By Pixie, April 23, 2014
   • 4 replies
   • 1k views
   • 
   • QDROphile
   • April 23, 2014

3. Eligibility

   By Guest elang, November 23, 2010
   • 1 reply
   • 1k views
   • 
   • QDROphile
   • November 24, 2010

4. IRS Audit with combined statement of PS and MPP

   By Jim Chad, November 30, 2007
   • 0 replies
   • 1k views
   • 
   • Jim Chad
   • November 30, 2007

5. 0% prior yr NHCE ADP

   By TPApril, May 24, 2024
   • 6 replies
   • 1k views
   • 
   • BG5150
   • May 24, 2024

6. Asset Deal with grandfathered service

   By Guest Lee68, August 6, 2008
   • 1 reply
   • 1k views
   • 
   • J Simmons
   • August 6, 2008

7. Top Heavy Contribution -- 3% of Which Year's Comp?

   By Guest mrjones, June 29, 2014
   • 4 replies
   • 1k views
   • 
   • david rigby
   • June 30, 2014

8. Can a participant's benefit in an ESOP be diversified into his/her profit sharing plan of same employer?

   By Guest jhilliard, October 27, 2003
   • 2 replies
   • 1k views
   • 
   • stephen
   • October 28, 2003

9. Addding Match Option During The Plan Year

   By blue, January 30, 2007
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • January 31, 2007

10. QSLOB Question

    By Guest Bearlee, February 27, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 27, 2007

11. Top Heavy Safe Harbor Match Plan w/ Prevailing Wage

    By 401_noob, July 24, 2018   

    • top heavy
    • 1 reply
    • 1k views
    • 
    • C. B. Zeller
    • July 24, 2018

12. Merging plans

    By Guest KRS401k, February 17, 2011
    • 1 reply
    • 1k views
    • 
    • rcline46
    • February 17, 2011

13. Disaggregation of plan for new employer

    By ccassetty, February 25, 2005
    • 1 reply
    • 1k views
    • 
    • ccassetty
    • March 7, 2005

14. Two commingled plans in one trust fund?

    By ldr, March 8, 2021
    • 8 replies
    • 1k views
    • 
    • ldr
    • March 10, 2021

15. rollovers

    By Gary, February 24, 2012
    • 1 reply
    • 1k views
    • 
    • QDROphile
    • February 24, 2012

16. First Year 401(k)

    By Guest elang, February 28, 2012
    • 2 replies
    • 1k views
    • 
    • MWeddell
    • March 1, 2012

17. Defaulted loans

    By ratherbereading, May 20, 2021   

    • loan default; deemed distribution
    • 8 replies
    • 1k views
    • 
    • BG5150
    • May 21, 2021

18. Plan Loans

    By jala, December 18, 2003
    • 1 reply
    • 1k views
    • 
    • WDIK
    • December 18, 2003

19. Hurricane Florence hardship

    By QPAetc, October 4, 2018   

    • disaster
    • hurricane
    • (and 3 more)

      Tagged with:

      • disaster
      • hurricane
      • florence
      • hardship
      • loans
    • 4 replies
    • 1k views
    • 
    • Lois Baker
    • November 9, 2018

20. Employer penalty tax for excess contributions and catch up

    By Guest phy401k, August 6, 2007
    • 1 reply
    • 1k views
    • 
    • WDIK
    • August 6, 2007

21. Top Heavy - Officer status

    By Alex Daisy, August 11, 2016
    • 0 replies
    • 1k views
    • 
    • Alex Daisy
    • August 11, 2016

22. CA State Disability

    By Tinman, September 15, 2010
    • 2 replies
    • 1k views
    • 
    • Tinman
    • September 16, 2010

23. Ownership & Top Paid Group

    By CJS07, February 27, 2007
    • 2 replies
    • 1k views
    • 
    • WDIK
    • February 27, 2007

24. penalty for late 8955SSA?

    By Jim Chad, October 18, 2012
    • 3 replies
    • 1k views
    • 
    • K2retire
    • October 18, 2012

25. Withholding required on in-service withdrawals?

    By RayJJohnsonJr, December 19, 2014
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • December 19, 2014

26. Franchises

    By justatester, August 19, 2011
    • 1 reply
    • 1k views
    • 
    • Guest
    • August 19, 2011

27. Allocating funds received from class action suits

    By AKconsult, September 24, 2007
    • 0 replies
    • 1k views
    • 
    • AKconsult
    • September 24, 2007

28. controlled group/affiliated service group

    By Guest mcw, August 12, 2003
    • 1 reply
    • 1k views
    • 
    • Guest
    • August 13, 2003

29. ADP SHM and Additional Fixed Match Based on Year of Service

    By Hokielady, May 23, 2016
    • 5 replies
    • 1k views
    • 
    • GMK
    • May 24, 2016

30. Vesting applicable to QACA SHNE changing to traditional SHNE

    By Robin Wilson, December 23, 2020
    • 5 replies
    • 1k views
    • 
    • Bill Presson
    • January 7, 2021

31. Hardship available after loans at 50% have been exhausted

    By PainPA, October 9, 2014   

    • Hardship Loans 50%
    • 1 reply
    • 1k views
    • 
    • 401king
    • October 9, 2014

32. QDIA issues

    By pixmax, September 8, 2009
    • 0 replies
    • 1k views
    • 
    • pixmax
    • September 8, 2009

33. BRF correction?

    By Tinman, July 29, 2013
    • 2 replies
    • 1k views
    • 
    • Tinman
    • August 6, 2013

34. First Year of Roth

    By Brenda Wren, December 10, 2024
    • 2 replies
    • 1k views
    • 
    • Artie M
    • December 11, 2024

35. Harship suspension and testing compensation

    By Guest andmik, February 21, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • February 21, 2008

36. Top Heavy Plan - attribution rules apply to terminated employee

    By Nancy D, November 4, 2013
    • 2 replies
    • 1k views
    • 
    • Nancy D
    • November 5, 2013

37. Loans in excess of limit

    By AAS2, October 26, 2017
    • 3 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • October 31, 2017

38. Hardship to purchase primary residence

    By 52626, June 13, 2019
    • 5 replies
    • 1k views
    • 
    • Bri
    • June 14, 2019

39. elapsed time - vesting

    By Lou81, May 22   

    • vesting
    • 6 replies
    • 1k views
    • 
    • Calavera
    • June 5

40. Your thoughts on elig

    By doombuggy, May 8, 2012
    • 1 reply
    • 1k views
    • 
    • rcline46
    • May 8, 2012

41. PPA and Quarterly Statements

    By Dazednconfused, February 11, 2010
    • 2 replies
    • 1k views
    • 
    • austin3515
    • February 12, 2010

42. Correction for missed ER match

    By Guest KLM3, August 24, 2011
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • August 24, 2011

43. Death benefit to minor

    By baileybear, October 15, 2019
    • 1 reply
    • 1k views
    • 
    • Terry Connerton
    • October 16, 2019

44. Single Employer Plan to Multiple Employer Plan

    By buckaroo, April 26, 2017
    • 2 replies
    • 1k views
    • 
    • CuseFan
    • April 27, 2017

45. Counting Hours - payroll vs w-2/ vacation payoff

    By TPApril, June 9, 2022
    • 4 replies
    • 1k views
    • 
    • Dare Johnson
    • June 10, 2022

46. Discretionary Match

    By Young Curmudgeon, July 17, 2015
    • 2 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • July 20, 2015

47. When is earned income deemed paid for safe harbor 401(k) purposes?

    By Doghouse, April 11, 2016   

    • earned income
    • when
    • (and 3 more)

      Tagged with:

      • earned income
      • when
      • safe harbor
      • partner
      • partnership
    • 3 replies
    • 1k views
    • 
    • Lou S.
    • April 11, 2016

48. Who can deposit funds into a plan?

    By buckaroo, December 16, 2008
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • December 16, 2008

49. Compliance Testing/Elective Deferral Accumulators

    By Guest TouchofGrey, January 18, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 18, 2004

50. compensation

    By mehmgo, August 26, 2014
    • 3 replies
    • 1k views
    • 
    • Tom Poje
    • August 27, 2014