401(k) Plans

19,319 topics in this forum

1. Where to submit tax withholding dollars

   By Guest Achilles, November 4, 2009
   • 1 reply
   • 988 views
   • 
   • BG5150
   • November 4, 2009

2. Form 8881 Credit for Small Employer Pension Plan Startup Costs, Auto-Enrollment, and Military Spouse Participation

   By Planit 401k, March 12, 2025
   • 0 replies
   • 988 views
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   • Planit 401k
   • March 12, 2025

3. Vesting

   By Belgarath, October 6, 2020
   • 7 replies
   • 988 views
   • 
   • FORMER ESQ.
   • October 12, 2020

4. Sole Prop

   By nancy, April 8, 2010
   • 1 reply
   • 988 views
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   • J Simmons
   • April 8, 2010

5. Returns of Excess Deferrals

   By Gadgetfreak, April 6, 2009
   • 1 reply
   • 988 views
   • 
   • Guest
   • April 6, 2009

6. 170(b)1(A) organizations

   By Guest CSTS, October 21, 2009
   • 0 replies
   • 988 views
   • 
   • Guest
   • October 21, 2009

7. Safe Harbor for Controlled Group

   By Guest Suanne, November 19, 2004
   • 1 reply
   • 988 views
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   • Blinky the 3-eyed Fish
   • November 19, 2004

8. Change in controlled group and prior year testing

   By RDY2RTR, September 10, 2010
   • 1 reply
   • 988 views
   • 
   • Kevin C
   • September 10, 2010

9. 1099-R Code for Qualified Disaster Recovery Distributions

   By Gruegen, August 26, 2024
   • 1 reply
   • 987 views
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   • Paul I
   • August 26, 2024

10. Over Contribution, Eat Up as PS Contribution

    By Basically, March 7, 2024
    • 9 replies
    • 987 views
    • 
    • Basically
    • March 14, 2024

11. When do catch-ups occur?

    By gc@chimentowebb.com, August 3, 2022
    • 7 replies
    • 987 views
    • 
    • MWeddell
    • August 8, 2022

12. Internal Advisor Fees Paid From Plan

    By 401kAllTheWay, September 12, 2024
    • 2 replies
    • 987 views
    • 
    • Roycal
    • September 13, 2024

13. Two plans, now union breaks up

    By John Feldt ERPA CPC QPA, August 26, 2010
    • 2 replies
    • 987 views
    • 
    • John Feldt ERPA CPC QPA
    • August 27, 2010

14. TPA Merges with Another

    By austin3515, February 28, 2011
    • 2 replies
    • 987 views
    • 
    • david rigby
    • March 1, 2011

15. First Universal Health Insurance-Now Universal 401ks

    By goldtpa, January 21, 2010
    • 3 replies
    • 987 views
    • 
    • K2retire
    • January 27, 2010

16. Claims Procedures for Defined Contribution Plans

    By Guest Donaldson, January 24, 2003
    • 0 replies
    • 987 views
    • 
    • Guest
    • January 24, 2003

17. 401k with cash balance

    By thepensionmaven, October 10, 2016
    • 3 replies
    • 987 views
    • 
    • TPAJake
    • October 10, 2016

18. Exclude Anyone Hired After a Date

    By austin3515, August 21, 2014
    • 2 replies
    • 987 views
    • 
    • John Feldt ERPA CPC QPA
    • August 22, 2014

19. Grandfathered CODA

    By justatester, March 10, 2023
    • 7 replies
    • 986 views
    • 
    • Paul I
    • March 15, 2023

20. 401(a) Plan

    By Guest Form5500Guru™, January 31, 2010
    • 1 reply
    • 986 views
    • 
    • K2retire
    • February 1, 2010

21. Key + safe harbor match

    By Guest dhall, January 15, 2009
    • 3 replies
    • 986 views
    • 
    • Tom Poje
    • January 15, 2009

22. Changing Contributions in a Money Purchase

    By Guest Retirementadmin012, March 26, 2009
    • 2 replies
    • 986 views
    • 
    • Guest
    • March 27, 2009

23. Small Cashouts - Require Proof of Age to Determine Present Value?

    By Guest LazLama, June 7, 2012
    • 2 replies
    • 986 views
    • 
    • 00hskrgrl
    • June 22, 2012

24. Participant requests 401k suspension - does not happen

    By jmartin, December 27, 2013
    • 2 replies
    • 986 views
    • 
    • GMK
    • December 27, 2013

25. Profit Sharing Contribution - election cash or deferred

    By Chippy, July 18, 2017
    • 2 replies
    • 986 views
    • 
    • ESOP Guy
    • July 18, 2017

26. Active Duty and Loans

    By cpc0506, September 27, 2019
    • 4 replies
    • 986 views
    • 
    • ESOP Guy
    • October 2, 2019

27. Nondeductible contributions multiple years

    By Guest IRISH79, June 20, 2007
    • 0 replies
    • 986 views
    • 
    • Guest
    • June 20, 2007

28. Safe harbor match for HCEs

    By ssntrr, February 19, 2015
    • 2 replies
    • 986 views
    • 
    • ssntrr
    • February 19, 2015

29. EACA Notice Requirement for Mid-Year Lookback

    By Gruegen, April 11, 2018
    • 1 reply
    • 986 views
    • 
    • BG5150
    • April 11, 2018

30. Auto Enrollment

    By Guest Day Erisa72, September 27, 2006
    • 0 replies
    • 986 views
    • 
    • Guest
    • September 27, 2006

31. Custodian policies on transferring assets

    By MSN, January 25, 2013
    • 2 replies
    • 986 views
    • 
    • ETA Consulting LLC
    • January 28, 2013

32. US Based Employer With Employees In PR

    By 401kFun, March 29, 2022
    • 3 replies
    • 986 views
    • 
    • Jean Karlo
    • April 1, 2022

33. covering past employees

    By gregburst, September 2, 2015
    • 6 replies
    • 986 views
    • 
    • Tom Poje
    • September 3, 2015

34. Participant Loan Program

    By austin3515, May 30, 2021
    • 5 replies
    • 986 views
    • 
    • Belgarath
    • June 1, 2021

35. Term EE eligibility

    By wifrbr, January 23, 2018
    • 3 replies
    • 986 views
    • 
    • Patricia Neal Jensen
    • January 24, 2018

36. The first election

    By fiona1, August 1, 2011
    • 1 reply
    • 985 views
    • 
    • BG5150
    • August 2, 2011

37. Another Control Group Question

    By goldtpa, October 30, 2009
    • 1 reply
    • 985 views
    • 
    • Belgarath
    • October 30, 2009

38. 45-day notice requirement for safe harbor correction

    By t.haley, April 13, 2021
    • 1 reply
    • 985 views
    • 
    • EBP
    • April 14, 2021

39. QSLOBs

    By Randy Watson, April 19, 2008
    • 0 replies
    • 985 views
    • 
    • Randy Watson
    • April 19, 2008

40. Partnership of Corporations

    By nancy, June 30, 2004
    • 1 reply
    • 985 views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2004

41. Is some of the interest on deemed loan taxable when account is all paid out?

    By Jim Chad, January 18, 2013
    • 3 replies
    • 985 views
    • 
    • BG5150
    • January 18, 2013

42. Muliple Employer, Affilliated Service, Controlled Group?

    By HarleyBabe, January 23, 2012
    • 2 replies
    • 985 views
    • 
    • Guest
    • January 29, 2012

43. Amend, then Restate

    By DP, November 13, 2008
    • 2 replies
    • 985 views
    • 
    • Blinky the 3-eyed Fish
    • November 14, 2008

44. Record Retention - what and how long?

    By PFranckowiak, September 27, 2011
    • 1 reply
    • 985 views
    • 
    • 12AX7
    • September 27, 2011

45. LTPT entry date

    By legort69, September 22, 2023
    • 4 replies
    • 985 views
    • 
    • LANDO
    • September 26, 2023

46. Wierd Match

    By PFranckowiak, October 1, 2012
    • 3 replies
    • 985 views
    • 
    • Guest
    • October 2, 2012

47. Average Benefits Testing

    By justatester, March 23, 2010
    • 1 reply
    • 985 views
    • 
    • Mike Preston
    • March 23, 2010

48. conversion to MEP mid year

    By CLE401kGuy, June 9, 2016
    • 1 reply
    • 985 views
    • 
    • CLE401kGuy
    • June 9, 2016

49. Anyone recognize this website?

    By austin3515, February 19, 2020
    • 6 replies
    • 984 views
    • 
    • Bill Presson
    • February 20, 2020

50. Are 3% SH plans exempt from Top Heavy

    By BG5150, February 6, 2018
    • 4 replies
    • 984 views
    • 
    • Bri
    • February 6, 2018