401(k) Plans

19,321 topics in this forum

1. Commissions paid later

   By Guest JPIngold, March 4, 2013
   • 1 reply
   • 1.1k views
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   • rcline46
   • March 5, 2013

2. Public School Systems - 401(k)?

   By Pammie57, December 8, 2015
   • 1 reply
   • 854 views
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   • jpod
   • December 8, 2015

3. auto enroll opt out

   By pmacduff, February 3, 2016
   • 1 reply
   • 867 views
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   • PainPA
   • February 16, 2016

4. UBTI and a 990T

   By KTB, May 18, 2016
   • 1 reply
   • 780 views
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   • My 2 cents
   • May 23, 2016

5. Solo 401k & PEO ee's

   By TPApril, September 24, 2018
   • 1 reply
   • 879 views
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   • Larry Starr
   • September 24, 2018

6. Loan Default timing of updating accounts

   By legort69, December 6, 2019
   • 1 reply
   • 433 views
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   • Jim Chad
   • December 11, 2019

7. Assumption of sponsorship to-do items

   By olemissfan, September 17, 2021
   • 1 reply
   • 348 views
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   • Lou S.
   • September 17, 2021

8. discriminatory definion of compensation

   By Guest C Kampen, November 3, 1999
   • 1 reply
   • 1.8k views
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   • MWeddell
   • November 5, 1999

9. How do we determine HCE's in a spinnoff company?

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

10. Excluding bonus from deferrals but not match

    By Rayofsunshine, May 8, 2024
    • 1 reply
    • 917 views
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    • Bri
    • May 8, 2024

11. Qualifying Student Loan Repayments

    By austin3515, November 11, 2024
    • 1 reply
    • 430 views
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    • Paul I
    • November 11, 2024

12. Short Plan Year--eligibilty for a contribution allocation

    By KJohnson, November 22, 2002
    • 1 reply
    • 1.6k views
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    • austin3515
    • November 22, 2002

13. Code section 404(a) deductibility

    By Brian Gallagher, June 11, 2003
    • 1 reply
    • 1.5k views
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    • R. Butler
    • June 11, 2003

14. Using multiple matching contribution formulae in a control group

    By Guest jvanheyde, December 9, 2005
    • 1 reply
    • 1.7k views
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    • austin3515
    • December 11, 2005

15. Oops! Someone forgot to tell payroll about auto enrollment!

    By Guest Rider, March 8, 2007
    • 1 reply
    • 1.3k views
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    • 401_4_ever
    • March 8, 2007

16. Top Heavy Plans that are Safe Harbor Plan

    By Guest Michele Ciz, October 26, 2010
    • 1 reply
    • 941 views
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    • Tom Poje
    • October 26, 2010

17. Auto-enrollment

    By Guest ppapdx, October 8, 2013
    • 1 reply
    • 950 views
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    • BG5150
    • October 8, 2013

18. Mid-year Plan termination & non matching Payroll periods

    By TPApril, December 8, 2015
    • 1 reply
    • 1.1k views
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    • Bill Presson
    • December 8, 2015

19. Solo 401k plan with cash balance plan

    By jkdoll2, November 21, 2016
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • November 21, 2016

20. Form 6088 for terminating 401(k) Plan

    By RWPHoenix, August 7, 2018
    • 1 reply
    • 463 views
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    • RWPHoenix
    • August 7, 2018

21. In-Service Distribution of Employer Stock Fund Only?

    By kmhaab, October 14, 2019
    • 1 reply
    • 544 views
    • 
    • Dave Baker
    • October 15, 2019

22. 401(k)Billing Software

    By Guest TAM, January 19, 1999
    • 1 reply
    • 1.6k views
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    • MWeddell
    • January 20, 1999

23. Short Plan Year-ADP/ACP Testing

    By Guest Lori Basilico, February 12, 2000
    • 1 reply
    • 1.8k views
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    • Alf
    • February 16, 2000

24. Forfeitures from Merged Plan

    By 52626, February 15, 2023
    • 1 reply
    • 470 views
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    • Nate S
    • February 16, 2023

25. Corrective Distributions -- Adjustment for Losses?

    By davef, March 14, 2001
    • 1 reply
    • 1.9k views
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    • MWeddell
    • March 15, 2001

26. Rollover from SEP to 401(k)

    By Guest Tracy H, April 3, 2001
    • 1 reply
    • 1.8k views
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    • Bill Berke
    • April 3, 2001

27. Puerto Rican Plans

    By Guest Admin, September 3, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 4, 2001

28. Safe Harbor Hardship Distribution - purchase of principal residence

    By Guest bogart126, August 19, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 20, 2002

29. 401(k) limits

    By Guest JoeK, July 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • July 3, 2003

30. 401(k) Plan

    By Guest marklouis, August 13, 2003
    • 1 reply
    • 1.2k views
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    • MWeddell
    • August 14, 2003

31. Discrimination?

    By Guest Cookiemonster, December 16, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • December 16, 2003

32. Timing on amending "Prior" to "Current"

    By Guest Mike Schwing, January 9, 2004
    • 1 reply
    • 972 views
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    • Blinky the 3-eyed Fish
    • January 9, 2004

33. Spin Off: Test Comp & Contributions Short Plan Yr.

    By Guest Chrysler, January 8, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 9, 2006

34. Late deferral excise tax - deductible?

    By PAL, July 1, 2008
    • 1 reply
    • 4.1k views
    • 
    • BeckyMiller
    • July 3, 2008

35. earnings on a 415 refund

    By fiona1, September 23, 2008
    • 1 reply
    • 3.5k views
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    • Lou S.
    • September 23, 2008

36. PS-Deferrals-Catchup in 2 plans

    By Cynchbeast, February 20, 2009
    • 1 reply
    • 1.1k views
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    • Guest
    • February 21, 2009

37. Participant Directed vs. Trustee Directed

    By Dennis Povloski, June 14, 2011
    • 1 reply
    • 4.3k views
    • 
    • Bird
    • June 15, 2011

38. 414s Testing

    By austin3515, September 24, 2018
    • 1 reply
    • 659 views
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    • CuseFan
    • September 26, 2018

39. Company match

    By csanch11, June 26, 2019
    • 1 reply
    • 794 views
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    • Lou S.
    • June 26, 2019

40. ADP/ACP testing error

    By Guest Sara H, June 23, 1999
    • 1 reply
    • 1.8k views
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    • Alf
    • June 25, 1999

41. Compliance Testing for mid year changes with salary

    By dragondon, October 17, 2022
    • 1 reply
    • 601 views
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    • C. B. Zeller
    • October 17, 2022

42. 401(k) deferrals exceed plan limit

    By Guest SPOT, February 25, 2002
    • 1 reply
    • 1.5k views
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    • Tom Poje
    • February 25, 2002

43. Starting a 401(k) for a doctor with 2 different corporate entities

    By Guest pmetallic, November 7, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • November 7, 2003

44. Discontinue SH Nonelective

    By austin3515, June 30, 2009
    • 1 reply
    • 849 views
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    • Jim Chad
    • July 1, 2009

45. Entry Date for Predecessor Service

    By Guest Serena, August 30, 2010
    • 1 reply
    • 1.8k views
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    • PFranckowiak
    • September 2, 2010

46. 414(s) compensation

    By Guest MJ1, January 25, 2011
    • 1 reply
    • 890 views
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    • Guest
    • January 25, 2011

47. New plan - timing of 404(a)(5) annual notice?

    By AlbanyConsultant, August 13, 2012
    • 1 reply
    • 1.5k views
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    • chc93
    • August 13, 2012

48. Fund Change Notices and other heahaches

    By 52626, May 24, 2013
    • 1 reply
    • 2.2k views
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    • Bill Presson
    • May 26, 2013

49. Another reason to hate SIMPLE 401k

    By Flyboyjohn, October 16, 2015
    • 1 reply
    • 765 views
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    • Tom Poje
    • October 19, 2015

50. 402(g) excess for self-employed individual

    By DLavigne, October 12, 2020
    • 1 reply
    • 647 views
    • 
    • Bird
    • October 13, 2020