401(k) Plans

19,275 topics in this forum

1. Prototype Document

   By austin3515, April 12, 2010
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • April 12, 2010

2. Rejected Loan Repayments

   By Guest Joe401K, July 3, 2010
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • July 5, 2010

3. ACP Testing and match

   By cpc0506, August 30, 2010
   • 1 reply
   • 969 views
   • 
   • fiona1
   • August 30, 2010

4. Safe Harbor 401(k) and Compensation Amendment

   By msmith, September 22, 2011
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • September 22, 2011

5. Eligible Compensation

   By Guest Benny Comply, January 20, 2012
   • 1 reply
   • 4.4k views
   • 
   • ETA Consulting LLC
   • January 20, 2012

6. How fix failed coverage test when 100% benefitting?

   By Guest TaxedToDeath, May 11, 2012
   • 1 reply
   • 1.8k views
   • 
   • Mike Preston
   • May 14, 2012

7. Participant Death Surviving Spouse over 70.5 RMD?

   By Guest SLBRB, November 5, 2012
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • November 5, 2012

8. Missed Safe Harbor contribution

   By JKW, July 9, 2013
   • 1 reply
   • 2.4k views
   • 
   • John Feldt ERPA CPC QPA
   • July 9, 2013

9. deferral from bonus - plan doc operational failure

   By doombuggy, September 27, 2017
   • 1 reply
   • 508 views
   • 
   • MoJo
   • September 27, 2017

10. No Beneficiary Designation- distribute to estate

    By Kat, January 28, 2021
    • 1 reply
    • 591 views
    • 
    • FORMER ESQ.
    • January 30, 2021

11. Lifetime Income Illustration - SECURE Act

    By RSPGH18, March 21, 2022
    • 1 reply
    • 736 views
    • 
    • Peter Gulia
    • March 21, 2022

12. "Returning" a 401(k) Contribution

    By Guest SPollock, November 4, 1999
    • 1 reply
    • 1.5k views
    • 
    • Wessex
    • November 4, 1999

13. PEOs

    By Guest ANNEBV, February 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • February 16, 2000

14. Automatic Enrollment / Rehires

    By austin3515, September 14, 2023
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • September 14, 2023

15. Excess contributions distributed by mistake. How is this corrected?

    By Richard Anderson, November 30, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 1, 2000

16. loans- can't pay due to status change

    By Guest prowcite, August 14, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • August 14, 2001

17. SIMPLE as a successor plan

    By Guest RAA, November 21, 2002
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • November 21, 2002

18. 1099 reporting

    By k man, February 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 9, 2005

19. Disability Benefits / Withholding

    By Guest britneyspears, August 2, 2005
    • 1 reply
    • 1.5k views
    • 
    • stevena
    • August 2, 2005

20. keeping the PS portion from a 401(k) PS Plan

    By Santo Gold, March 28, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 28, 2006

21. Stock Purchase / Terminate Seller Plan

    By Guest SWH, May 23, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 23, 2006

22. Forfeiture erroneously not reallocated

    By Guest Sponias, August 31, 2006
    • 1 reply
    • 1.3k views
    • 
    • Ron Snyder
    • September 1, 2006

23. First yr of Plan

    By Guest JDK, February 10, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 12, 2007

24. Successor Plan?

    By cathyw, June 30, 2009
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • June 30, 2009

25. Profit Sharing formulas

    By Guest Benmark, January 19, 2010
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • January 26, 2010

26. Contribution due date

    By Guest Pension Girl, March 12, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • March 12, 2010

27. QSLOB - 50 Employee in Line of Business Rule

    By 401_4_ever, March 3, 2015
    • 1 reply
    • 1.3k views
    • 
    • TPAMan
    • March 3, 2015

28. Can an Affiliated Service Group Create a Control Group?

    By TN CPA, November 14, 2018   

    • control group
    • affiliated service group
    • 1 reply
    • 421 views
    • 
    • Lou S.
    • November 14, 2018

29. 401k HCE Ineligible Contributions

    By wifrbr, January 30, 2020
    • 1 reply
    • 634 views
    • 
    • Bri
    • January 31, 2020

30. Secure 2.0 - 100% tax credit for new plans - effective date

    By TPApril, December 20, 2022
    • 1 reply
    • 354 views
    • 
    • Bill Presson
    • December 20, 2022

31. Outstanding Plan Loans at Plan Termination

    By Guest Denise S. Prince, June 1, 2000
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • June 1, 2000

32. Integrated Safe Harbor plan?

    By Guest patom, January 15, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 15, 2001

33. 401k Plans

    By Guest BillFlann, June 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • June 12, 2001

34. Premature 401(k) Distributions

    By Guest Jim Rivin, August 14, 2001
    • 1 reply
    • 1.8k views
    • 
    • Jon Chambers
    • August 14, 2001

35. Defining Compensation

    By Guest lforesz, November 6, 2002
    • 1 reply
    • 2k views
    • 
    • E as in ERISA
    • November 6, 2002

36. Include SARSEP deferrals in average benefits test?

    By MR, June 11, 2003
    • 1 reply
    • 1.3k views
    • 
    • goldtpa
    • June 12, 2003

37. Do the controlled group rules of Section 1563 apply to LLCs too?

    By billfgrady, April 1, 2004
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • April 2, 2004

38. Catch Up Contributions & 416

    By Guest pensionpete, July 7, 2005
    • 1 reply
    • 1.2k views
    • 
    • buckaroo
    • July 7, 2005

39. Contribution deductions - fiscal corp. year, calendar plan year

    By Guest cpoling, December 8, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 9, 2005

40. ADP Refunds for Fiscal Year Plans

    By Guest swanson, March 6, 2008
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 7, 2008

41. Immediate and Heavy Financial Need

    By Guest meeh3704, May 1, 2009
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • May 1, 2009

42. gap period income

    By Guest JTK, September 23, 2009
    • 1 reply
    • 1.2k views
    • 
    • fiona1
    • September 30, 2009

43. 415 Testing Question

    By MBCarey, June 13, 2011
    • 1 reply
    • 1k views
    • 
    • Guest
    • June 13, 2011

44. EE Options & Controlled Group

    By BeccaERISA, August 24, 2011
    • 1 reply
    • 931 views
    • 
    • Guest
    • August 25, 2011

45. Discretionary Match Contribution

    By Nassau, December 9, 2011
    • 1 reply
    • 1.3k views
    • 
    • 12AX7
    • December 9, 2011

46. Nonqualified Roth earnings

    By Guest jim williams, February 27, 2012
    • 1 reply
    • 819 views
    • 
    • ETA Consulting LLC
    • February 27, 2012

47. Non Calendar Plan and Compensation for Initial Short Year

    By Susan S., December 8, 2015
    • 1 reply
    • 641 views
    • 
    • Tom Poje
    • December 8, 2015

48. Continuing to defer after hardship distribution.

    By Guest Thornton, June 22, 1999
    • 1 reply
    • 1.5k views
    • 
    • Spencer
    • June 25, 1999

49. Assumed 3% deferrals

    By Guest CGBS, February 15, 2000
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • February 16, 2000

50. SEP IRA Contribution, Rollover to 401k, Backdoor Roth in the same year?

    By 401king, April 27, 2023
    • 1 reply
    • 458 views
    • 
    • truphao
    • April 27, 2023