401(k) Plans

19,275 topics in this forum

1. hardship withdrawals

   By Chippy, June 20, 2013
   • 1 reply
   • 992 views
   • 
   • BG5150
   • June 20, 2013

2. 1099R - Code 1 USed but Participant is Disabled

   By austin3515, February 3, 2023
   • 4 replies
   • 992 views
   • 
   • Peter Gulia
   • February 3, 2023

3. Safe Harbor NEC to HCE

   By Guest Peggy806, May 27, 2009
   • 2 replies
   • 992 views
   • 
   • John Feldt ERPA CPC QPA
   • May 28, 2009

4. Davis Bacon - HCEs benefitting and impacting test results

   By JustMe, October 5, 2020
   • 1 reply
   • 992 views
   • 
   • CuseFan
   • October 6, 2020

5. Off calendar plan year (6/30 year end) - catch-up reclass

   By MGOAdmin, January 15   

   • cathup
   • reclass
   • 4 replies
   • 992 views
   • 
   • MGOAdmin
   • February 5

6. 'Prefunding' Profit Sharing Contributions

   By 0AMatt, March 27   

   • profit sharing
   • correction
   • 6 replies
   • 992 views
   • 
   • Paul I
   • March 28

7. ADP Testing - Determining HCEs and NHCEs

   By waid10, February 2, 2021
   • 7 replies
   • 992 views
   • 
   • Lou S.
   • February 4, 2021

8. A Fees paid in by the plan ?

   By ESOP Guy, January 27, 2011
   • 3 replies
   • 992 views
   • 
   • DMcGovern
   • January 27, 2011

9. Deadline for 401(k) hardship amendment

   By S Derrin Watson, October 22, 2019   

   • hardship
   • deadline
   • (and 1 more)

     Tagged with:

     • hardship
     • deadline
     • extension
   • 4 replies
   • 992 views
   • 
   • Bob the Swimmer
   • November 2, 2019

10. Match con eligibility when 401k maxed earlier

    By TPApril, December 30, 2015
    • 4 replies
    • 992 views
    • 
    • TPApril
    • December 31, 2015

11. Key Determination - Initial Plan Year

    By NW529, January 7, 2021   

    • top heavy
    • 2 replies
    • 991 views
    • 
    • FORMER ESQ.
    • January 7, 2021

12. Controlled Group / Coverage Question

    By fiona1, January 28, 2004
    • 2 replies
    • 991 views
    • 
    • fiona1
    • January 28, 2004

13. Plan Termination Where Plan Sponsor / Administrator Bankrupt / Letter of Direction to Recordkeeper

    By 401 Chaos, January 20, 2024
    • 3 replies
    • 991 views
    • 
    • Peter Gulia
    • January 22, 2024

14. Prior year testing questions

    By BG5150, February 28, 2012
    • 1 reply
    • 991 views
    • 
    • ETA Consulting LLC
    • February 28, 2012

15. eligibility, 1000 hrs reached but DOT<21

    By TPApril, March 18, 2021
    • 5 replies
    • 991 views
    • 
    • BG5150
    • March 18, 2021

16. Into the PEO

    By Guest Mike Schwing, February 3, 2003
    • 0 replies
    • 991 views
    • 
    • Guest
    • February 3, 2003

17. Eligibility BrainStorm

    By Mr Bagwell, October 4, 2018
    • 6 replies
    • 991 views
    • 
    • Mr Bagwell
    • October 23, 2018

18. Transfer Contribution from Cafeteria Plan

    By Guest KennyH, February 13, 2008
    • 0 replies
    • 991 views
    • 
    • Guest
    • February 13, 2008

19. Qualifed Match ADP Test

    By jmartin, January 3, 2013
    • 2 replies
    • 990 views
    • 
    • MWeddell
    • January 3, 2013

20. RMD's from Defined Contribution (401-k) Plans

    By KevinMc, May 21, 2014
    • 2 replies
    • 990 views
    • 
    • mbozek
    • May 24, 2014

21. Match Question 2 - Allocation Compensation

    By Gilmore, February 25, 2020
    • 4 replies
    • 990 views
    • 
    • Gilmore
    • February 27, 2020

22. Maximizing annual additions via after-tax contributions

    By Santo Gold, February 1, 2007
    • 1 reply
    • 990 views
    • 
    • Jim Chad
    • February 1, 2007

23. Loan amortization + payment from RKs

    By YogaTPA, October 23, 2017
    • 4 replies
    • 990 views
    • 
    • YogaTPA
    • October 26, 2017

24. Small Business Tax Credit

    By Guest KeithinClev, November 17, 2004
    • 1 reply
    • 990 views
    • 
    • Bird
    • November 18, 2004

25. IRC 410(b)

    By Purplemandinga, March 17, 2021
    • 4 replies
    • 990 views
    • 
    • Mike Preston
    • March 17, 2021

26. Plan Merger (Safe Harbor)

    By MGOAdmin, August 10, 2021
    • 2 replies
    • 990 views
    • 
    • Lou S.
    • August 10, 2021

27. Safe Harbor Ne Plan With Simple

    By Guest LTurner, February 27, 2003
    • 3 replies
    • 989 views
    • 
    • Guest
    • February 27, 2003

28. SHNEC Contribution and ACP testing

    By justatester, February 7, 2023
    • 6 replies
    • 989 views
    • 
    • Nate S
    • February 10, 2023

29. Timing of IRS Response

    By Guest PJW, October 21, 2002
    • 0 replies
    • 989 views
    • 
    • Guest
    • October 21, 2002

30. Sample Test - Document Drafting

    By Guest JJB12, March 5, 2004
    • 0 replies
    • 989 views
    • 
    • Guest
    • March 5, 2004

31. Trading restrictions on DC plans

    By Guest blizzake, May 13, 2004
    • 0 replies
    • 989 views
    • 
    • Guest
    • May 13, 2004

32. Controlled Group/Matching Contributions

    By Guest tsobel, January 25, 2007
    • 1 reply
    • 988 views
    • 
    • JanetM
    • January 25, 2007

33. keeping sources separate

    By cpc0506, June 4, 2012
    • 2 replies
    • 988 views
    • 
    • cpc0506
    • June 4, 2012

34. DC Decuction Limit

    By 12AX7, November 12, 2010
    • 2 replies
    • 988 views
    • 
    • 12AX7
    • November 12, 2010

35. Statements for 401-K

    By Guest elflauta, November 8, 2009
    • 2 replies
    • 988 views
    • 
    • Guest
    • November 9, 2009

36. Taxes from 401K

    By Buddy M, September 29, 2019
    • 10 replies
    • 988 views
    • 
    • Buddy M
    • October 1, 2019

37. Distribution from simple IRA

    By Guest cynthiar, February 12, 2004
    • 1 reply
    • 988 views
    • 
    • jevd
    • February 12, 2004

38. Affiliated Service Group - B-Organization?

    By Will.I.Am, September 10, 2021
    • 3 replies
    • 988 views
    • 
    • Will.I.Am
    • September 14, 2021

39. Four Step SSI

    By Kattdogg12, March 25
    • 6 replies
    • 988 views
    • 
    • Dave Baker
    • April 29

40. Transfer to UK

    By four01kman, January 19, 2010
    • 0 replies
    • 988 views
    • 
    • four01kman
    • January 19, 2010

41. Safe Harbor Hardship and Compensation

    By Below Ground, May 12, 2010
    • 0 replies
    • 988 views
    • 
    • Below Ground
    • May 12, 2010

42. deferral deposits for shareholders

    By thepensionmaven, February 4, 2020
    • 6 replies
    • 988 views
    • 
    • Luke Bailey
    • February 5, 2020

43. Separate plans of the same employer passing 410(b)

    By Guest Gompers, September 5, 2006
    • 0 replies
    • 988 views
    • 
    • Guest
    • September 5, 2006

44. Correction under EPCRS

    By austin3515, August 29, 2011
    • 1 reply
    • 988 views
    • 
    • DMcGovern
    • August 29, 2011

45. Simple IRA

    By Guest Joanne Davey, March 31, 2003
    • 1 reply
    • 988 views
    • 
    • Guest
    • March 31, 2003

46. SH Plan - Employer Closing Doors

    By austin3515, July 27, 2011
    • 2 replies
    • 988 views
    • 
    • austin3515
    • July 27, 2011

47. Aggregating for Coverage, but Diff Testing Methods

    By austin3515, March 19, 2015
    • 3 replies
    • 988 views
    • 
    • Mike Preston
    • March 20, 2015

48. Plan's a mess...Late Deposits, 5500, 5330, DOL Audit

    By LMK TPA, December 14, 2023
    • 3 replies
    • 987 views
    • 
    • RatherBeGolfing
    • December 18, 2023

49. Is this an ACA?

    By 12AX7, November 4, 2013
    • 2 replies
    • 987 views
    • 
    • 12AX7
    • November 5, 2013

50. Catch up contributions for short plan year

    By Pixie, August 6, 2019   

    • adp test
    • 2 replies
    • 987 views
    • 
    • Below Ground
    • August 7, 2019