401(k) Plans

19,275 topics in this forum

1. Highly compensated employees

   By Guest linda clement, January 6, 1999
   • 1 reply
   • 1.7k views
   • 
   • LCARUSI
   • January 7, 1999

2. Post-Severance compensation

   By Belgarath, February 13, 2023
   • 1 reply
   • 416 views
   • 
   • Gilmore
   • February 13, 2023

3. Hardship Withdrawal for Purchase of Residence

   By Scott, May 25, 2000
   • 1 reply
   • 2k views
   • 
   • Jon Chambers
   • May 25, 2000

4. Can a 501(c)(3) organization sponsor a safe harbor 401(k) plan?

   By Guest SCUDDESLER, December 19, 2000
   • 1 reply
   • 2k views
   • 
   • Jon Chambers
   • December 20, 2000

5. Mewa

   By Guest hturneri, August 13, 2001
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • August 13, 2001

6. USERRA and Profit Sharing Plans

   By LCARUSI, September 24, 2001
   • 1 reply
   • 2.3k views
   • 
   • Everett Moreland
   • September 24, 2001

7. Company Stock Intraday Trading

   By Guest btooz, January 21, 2003
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • January 29, 2003

8. Deductible Trad IRA & 401(k) Deposits

   By Guest Gee Bee Fran, August 19, 2004
   • 1 reply
   • 1k views
   • 
   • david rigby
   • August 19, 2004

9. Recharacterization of Deferrals as Catch-up

   By commishvp, February 28, 2006
   • 1 reply
   • 1.7k views
   • 
   • JanetM
   • February 28, 2006

10. Employee Exclusion

    By Guest moltengater, June 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2006

11. Hardship Withdrawal Beneficiary Expenses

    By DTH, March 7, 2007
    • 1 reply
    • 1.8k views
    • 
    • Belgarath
    • March 7, 2007

12. "mistaken contribution" (sort of"

    By benpat3, April 26, 2007
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • May 1, 2007

13. Stock Sale

    By Guest Nini, August 29, 2007
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • August 29, 2007

14. We have both 401K & 403B

    By Guest AHECofaguy, January 26, 2009
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 27, 2009

15. Audit or no audit

    By JKW, August 27, 2010
    • 1 reply
    • 954 views
    • 
    • Mike Preston
    • August 27, 2010

16. Prevailing wage as 3% SHNEC

    By rcline46, December 8, 2011
    • 1 reply
    • 1.6k views
    • 
    • 12AX7
    • December 8, 2011

17. late deposit for corp with 2 owners, no EEs

    By Guest JL Sperry, April 22, 2014   

    • late deposits
    • 1 reply
    • 852 views
    • 
    • Peter Gulia
    • April 22, 2014

18. Tiered match

    By R. Butler, October 14, 2015
    • 1 reply
    • 903 views
    • 
    • GMK
    • October 14, 2015

19. Controlled Group - combined testing

    By RPC-TPA, April 16, 2018
    • 1 reply
    • 949 views
    • 
    • Mike Preston
    • April 16, 2018

20. Under-contributed SH match for prior years

    By M Norton, September 21, 2018   

    • sh match
    • sh match formula
    • (and 1 more)

      Tagged with:

      • sh match
      • sh match formula
      • fix late sh match
    • 1 reply
    • 713 views
    • 
    • C. B. Zeller
    • September 21, 2018

21. Breaking away from a PEO MEP

    By Chipwood 24, October 7, 2020
    • 1 reply
    • 560 views
    • 
    • Alonzo Church
    • October 8, 2020

22. e-signatures

    By Barbara R. Shoemaker, July 20, 2021
    • 1 reply
    • 562 views
    • 
    • Peter Gulia
    • July 20, 2021

23. Stock Options in a 401K

    By Guest chant44, October 26, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • October 26, 1999

24. 401k NET PAY CALCULATIONS

    By Guest jfgc, May 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • KIP KRAUS
    • May 26, 2000

25. top-heavy minimum to key employees

    By Guest ERIC STRAND, January 21, 2003
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 22, 2003

26. Debt/Mortgage as investment?

    By Leopurrd, August 26, 2005
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • August 26, 2005

27. ADP/ACP Aggregation

    By fiona1, March 5, 2008
    • 1 reply
    • 1.3k views
    • 
    • dcoderre
    • March 14, 2008

28. Partners in S Corp, C Corp, or LLC: K-1: What is earned Income?

    By Alex Daisy, November 7, 2014
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • November 7, 2014

29. Distribution Fees on ADP Refunds

    By Archimage, April 28, 2015
    • 1 reply
    • 1k views
    • 
    • rcline46
    • April 29, 2015

30. Deferrals and a new payroll provider

    By 52626, September 19, 2016
    • 1 reply
    • 616 views
    • 
    • RatherBeGolfing
    • September 19, 2016

31. Forfeitures and prior plan year 2016

    By alexa, September 26, 2017
    • 1 reply
    • 485 views
    • 
    • ETA Consulting LLC
    • September 26, 2017

32. How do you correct an excess annual addition when the participant has

    By Guest friedbrain, October 19, 1999
    • 1 reply
    • 1.7k views
    • 
    • Brenda Wren
    • October 26, 1999

33. PLR: In applying same desk rule, it is not relevant whether a transfer

    By Dave Baker, July 20, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 20, 2000

34. Requiring a change in plan investments.

    By Guest mwest, July 2, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 3, 2001

35. Asset-Based Fees for Participants

    By Guest btooz, January 21, 2003
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • January 21, 2003

36. controlled group/affiliated service group

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

37. HCE Definition for 2006

    By Guest lawdawg, August 26, 2005
    • 1 reply
    • 2k views
    • 
    • david rigby
    • August 26, 2005

38. Compensation in Foreign Currency

    By Guest Iwonder, August 2, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 3, 2006

39. Lost Earnings in Segregated Broker Accounts

    By Guest 401KAmerica, August 31, 2006
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • August 31, 2006

40. SEP and 401(k) Combo

    By ERISA1, September 22, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 28, 2009

41. Leased Employees

    By TPA Bob, December 15, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • December 15, 2012

42. Controlled Group - Participant balance transfer

    By sla, March 1, 2013
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • March 7, 2013

43. What is deadline for making a QNEC?

    By Guest Theresa, October 26, 1999
    • 1 reply
    • 2.9k views
    • 
    • Ervin Barham
    • October 27, 1999

44. Roth Catchups for HPIs and In Plan Roth Rollovers

    By Pam Shoup, June 9
    • 1 reply
    • 701 views
    • 
    • RatherBeGolfing
    • June 10

45. Proof of Use?

    By Guest ProofNeeded, July 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • RCK
    • July 3, 2001

46. Contingent safe harbor language

    By Guest erisa.com, September 24, 2001
    • 1 reply
    • 2.3k views
    • 
    • Bob R
    • October 1, 2001

47. canadian rollover

    By MR, December 17, 2001
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • December 17, 2001

48. HCE Determination

    By Scott, March 12, 2002
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • March 13, 2002

49. Too Many Excluded EE's

    By Guest Mike Schwing, February 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • February 19, 2003

50. Safe Harbor Match

    By Guest jefe96, March 2, 2005
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2005