401(k) Plans

19,275 topics in this forum

1. Auditor "Statement of Financial Assets"

   By Guest Form5500, November 3, 2010
   • 1 reply
   • 957 views
   • 
   • TPAMan
   • November 3, 2010

2. Safe Harbor and top heavy

   By Guest philc, June 2, 2003
   • 1 reply
   • 957 views
   • 
   • Blinky the 3-eyed Fish
   • June 2, 2003

3. 45-day notice requirement for safe harbor correction

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

4. Controlled Group - ADP Testing

   By Guest benefitsgirl, December 5, 2006
   • 0 replies
   • 957 views
   • 
   • Guest
   • December 5, 2006

5. changing frequency of Safe Harbor Match

   By 52626, May 3, 2016
   • 1 reply
   • 957 views
   • 
   • Griswold
   • May 3, 2016

6. Loan from Simple IRA rollover

   By Pension Panda, February 5, 2007
   • 0 replies
   • 957 views
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   • Pension Panda
   • February 5, 2007

7. Attribution of biological child who is not legally recognized as the child

   By jkharvey, February 25, 2013
   • 1 reply
   • 957 views
   • 
   • rcline46
   • February 25, 2013

8. Partnership compensation

   By Nassau, April 16, 2013
   • 2 replies
   • 957 views
   • 
   • 12AX7
   • April 16, 2013

9. Pooled Plan - Employer Contribution Funding

   By 401(k)athryn, July 19, 2023
   • 6 replies
   • 957 views
   • 
   • Bird
   • July 21, 2023

10. EGTRRA and Comp Limit

    By Guest CRC02, May 6, 2003
    • 0 replies
    • 957 views
    • 
    • Guest
    • May 6, 2003

11. Safe Harbor 3% Maybe

    By 52626, March 11, 2015
    • 1 reply
    • 957 views
    • 
    • Tom Poje
    • March 11, 2015

12. Off Calendar Limits

    By Jay3, August 10, 2009
    • 1 reply
    • 956 views
    • 
    • Tom Poje
    • August 11, 2009

13. ADP/ACP testing

    By Guest KRS401k, July 22, 2008
    • 1 reply
    • 956 views
    • 
    • Kimberly S
    • July 22, 2008

14. No PT, right?

    By austin3515, December 17, 2010
    • 2 replies
    • 956 views
    • 
    • Bird
    • December 17, 2010

15. New/First Solo 401K: Contributions under Limit(s), but More than I intended/needed

    By ALouise37, December 30, 2018
    • 6 replies
    • 956 views
    • 
    • SoCalActuary
    • January 16, 2019

16. Representative Matching Rate

    By austin3515, August 5, 2012
    • 0 replies
    • 956 views
    • 
    • austin3515
    • August 5, 2012

17. RMD - death

    By mehmgo, May 8, 2012
    • 1 reply
    • 956 views
    • 
    • jpod
    • May 8, 2012

18. Safe Harbor Nonelective retroactive to Jan 1

    By AKconsult, February 5, 2008
    • 1 reply
    • 956 views
    • 
    • Kimberly S
    • February 5, 2008

19. controlled group question

    By cpc0506, April 15, 2013
    • 4 replies
    • 956 views
    • 
    • 12AX7
    • April 16, 2013

20. Exclusions from Compensation in Plan Document

    By metsfan026, January 20, 2022
    • 8 replies
    • 956 views
    • 
    • metsfan026
    • January 21, 2022

21. Auto Enroll with No Match

    By Guest RSSJay, September 28, 2009
    • 0 replies
    • 956 views
    • 
    • Guest
    • September 28, 2009

22. Plan Deferral Limit ?

    By pholosofizer, December 1, 2014
    • 4 replies
    • 956 views
    • 
    • Bird
    • December 1, 2014

23. ADP Refund of Roth plus gains at age 56- are gains taxable?

    By Jim Chad, January 31, 2014
    • 1 reply
    • 956 views
    • 
    • Lou S.
    • January 31, 2014

24. Gap Earnings

    By justatester, March 18, 2008
    • 0 replies
    • 955 views
    • 
    • justatester
    • March 18, 2008

25. 5500 Two Signatures?

    By CJS07, September 15, 2010
    • 1 reply
    • 955 views
    • 
    • austin3515
    • September 15, 2010

26. New Company formed 1/1/2004; same employees, can I use prior year's wages to determine HCEs?

    By Guest jsample, February 26, 2004
    • 1 reply
    • 955 views
    • 
    • Mike Preston
    • February 26, 2004

27. 5500-EZ allowed?

    By gregburst, December 5, 2012
    • 1 reply
    • 955 views
    • 
    • ETA Consulting LLC
    • December 5, 2012

28. 2 W-2's, 2 full deferrals in the same year

    By Jakyasar, September 26, 2020
    • 8 replies
    • 955 views
    • 
    • Jakyasar
    • September 29, 2020

29. Are New Plans Subject to Remedial Amendment Period Cycles?

    By rocknrolls2, January 10, 2007
    • 0 replies
    • 955 views
    • 
    • rocknrolls2
    • January 10, 2007

30. Compensation

    By justatester, December 1, 2015   

    • 415 vs ADP/ACP
    • 1 reply
    • 955 views
    • 
    • Tom Poje
    • December 2, 2015

31. Safe Harbor Method for Employee Elective Deferral Failures

    By Dave Baker, October 4, 2017
    • 2 replies
    • 955 views
    • 
    • Mike Preston
    • October 4, 2017

32. ADP Refunds/plan terminating

    By Guest chris4013, May 8, 2003
    • 0 replies
    • 955 views
    • 
    • Guest
    • May 8, 2003

33. Plan Termination and Forfeitures

    By 30Rock, February 11
    • 3 replies
    • 955 views
    • 
    • Peter Gulia
    • February 11

34. Hurricane Sandy Relief

    By 401_4_ever, November 19, 2012
    • 1 reply
    • 955 views
    • 
    • Bird
    • November 20, 2012

35. ADP Test and Comp Limit

    By Dougsbpc, February 8, 2019
    • 3 replies
    • 954 views
    • 
    • Luke Bailey
    • February 11, 2019

36. Plan Fees from owners account

    By austin3515, September 4, 2012
    • 5 replies
    • 954 views
    • 
    • Lou S.
    • September 4, 2012

37. 401(k) deferrals deposited into IRA

    By Lauren0507, May 28
    • 5 replies
    • 954 views
    • 
    • Lauren0507
    • June 3

38. Audit or no audit

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

39. Per Pay Match to Partners

    By WesleyT, December 8, 2008
    • 1 reply
    • 954 views
    • 
    • Bird
    • December 8, 2008

40. New 401k Plan

    By Guest dannyoc, October 1, 2010
    • 1 reply
    • 954 views
    • 
    • Tom Poje
    • October 1, 2010

41. Auto Enrollment / Permissible Withdrawals

    By austin3515, April 24, 2017
    • 5 replies
    • 954 views
    • 
    • ESOP Guy
    • April 25, 2017

42. Loan Refi's if Loan Program discontinued

    By austin3515, March 14, 2013
    • 1 reply
    • 954 views
    • 
    • Belgarath
    • March 14, 2013

43. Eligiblity of a Rehire

    By Lou81, August 23, 2023   

    • rehire
    • 6 replies
    • 953 views
    • 
    • Lou81
    • August 25, 2023

44. Hardship for eviction that has already occured

    By 30Rock, March 2, 2020
    • 2 replies
    • 953 views
    • 
    • Larry Starr
    • March 2, 2020

45. 401K and DB 415 limit

    By pgold, October 17, 2012
    • 2 replies
    • 953 views
    • 
    • rcline46
    • October 17, 2012

46. Compensation For A Cross Tested SHNEC and PS Plan 2 YOS Eligibility

    By Stevo-PDX, April 3, 2014   

    • cross test
    • PS
    • (and 1 more)

      Tagged with:

      • cross test
      • PS
      • 2 YOS
    • 0 replies
    • 953 views
    • 
    • Stevo-PDX
    • April 3, 2014

47. Eligibility question with Rehire

    By Tom, August 24, 2023
    • 6 replies
    • 953 views
    • 
    • Tom
    • August 29, 2023

48. IRA ROLLOVER

    By Guest Mike Schwing, June 9, 2003
    • 0 replies
    • 953 views
    • 
    • Guest
    • June 9, 2003

49. Medicare insurance premiums allowable for hardship?

    By BG5150, June 19, 2019
    • 2 replies
    • 953 views
    • 
    • BG5150
    • June 20, 2019

50. Bankruptcy Question

    By bzorc, January 21, 2019
    • 2 replies
    • 953 views
    • 
    • Luke Bailey
    • January 22, 2019