401(k) Plans

19,321 topics in this forum

1. Lifetime Income Illustration - SECURE Act

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

2. "Returning" a 401(k) Contribution

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

3. PEOs

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

4. Automatic Enrollment / Rehires

   By austin3515, September 14, 2023
   • 1 reply
   • 1.3k views
   • 
   • austin3515
   • September 14, 2023

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

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

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

   By Guest prowcite, August 14, 2001
   • 1 reply
   • 1.5k views
   • 
   • rcline46
   • August 14, 2001

7. SIMPLE as a successor plan

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

8. 1099 reporting

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

9. Disability Benefits / Withholding

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

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

    By Santo Gold, March 28, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 28, 2006

11. Stock Purchase / Terminate Seller Plan

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

12. Forfeiture erroneously not reallocated

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

13. First yr of Plan

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

14. Successor Plan?

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

15. Profit Sharing formulas

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

16. Contribution due date

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

17. QSLOB - 50 Employee in Line of Business Rule

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

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

    By TN CPA, November 14, 2018   

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

19. 401k HCE Ineligible Contributions

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

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

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

21. Outstanding Plan Loans at Plan Termination

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

22. Integrated Safe Harbor plan?

    By Guest patom, January 15, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 15, 2001

23. 401k Plans

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

24. Premature 401(k) Distributions

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

25. Defining Compensation

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

26. Include SARSEP deferrals in average benefits test?

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

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

    By billfgrady, April 1, 2004
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • April 2, 2004

28. Catch Up Contributions & 416

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

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

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

30. ADP Refunds for Fiscal Year Plans

    By Guest swanson, March 6, 2008
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 7, 2008

31. Immediate and Heavy Financial Need

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

32. gap period income

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

33. 415 Testing Question

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

34. EE Options & Controlled Group

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

35. Discretionary Match Contribution

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

36. Nonqualified Roth earnings

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

37. Non Calendar Plan and Compensation for Initial Short Year

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

38. Continuing to defer after hardship distribution.

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

39. Assumed 3% deferrals

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

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

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

41. New plan Tax credit

    By Tom, March 14, 2024
    • 1 reply
    • 525 views
    • 
    • Paul I
    • March 14, 2024

42. Determining HCE's for first year of a new company

    By Guest Richard Scheer, September 13, 2000
    • 1 reply
    • 2.4k views
    • 
    • Richard Anderson
    • September 13, 2000

43. Safe harbor 401(k) sponsor acquires a SIMPLE IRA sponsor

    By Tom, September 18, 2024
    • 1 reply
    • 360 views
    • 
    • Lou S.
    • September 18, 2024

44. Website w/ payroll illustrator showing immediate tax advantages of par

    By Guest susan w, November 8, 2000
    • 1 reply
    • 6.9k views
    • 
    • Guest
    • November 8, 2000

45. 10500 LIMIT WHEN FISCAL YR & CALENDAR YR DIFFERENT

    By Guest THOMAS TIERNEY, February 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 2, 2001

46. Key Employees - Officer Test

    By Guest CCarter, January 25, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 28, 2002

47. RMD Question

    By Guest KD40, September 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • September 10, 2002

48. Plan Mergers

    By Guest Mary Snyder, April 11, 2003
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • April 11, 2003

49. Final 401(k)/401(m) Regulations Amendment

    By Guest ebs24502, September 26, 2006
    • 1 reply
    • 1.8k views
    • 
    • namealreadyinuse
    • September 26, 2006

50. definition of compensation

    By mariemonroe, April 3, 2008
    • 1 reply
    • 1.9k views
    • 
    • Kevin C
    • April 9, 2008