401(k) Plans

19,275 topics in this forum

1. Corrections process on errors

   By BellaBee41, August 16, 2024
   • 3 replies
   • 887 views
   • 
   • Paul I
   • August 20, 2024

2. Can I eliminate partial withdrawals for termed?

   By BG5150, June 27, 2019
   • 2 replies
   • 887 views
   • 
   • BG5150
   • June 27, 2019

3. considered a shareholder for PS or not?

   By Guest algeis, July 25, 2011
   • 1 reply
   • 887 views
   • 
   • ETA Consulting LLC
   • July 26, 2011

4. Top Heavy Allocation

   By KevinMc, March 10, 2012
   • 2 replies
   • 887 views
   • 
   • KevinMc
   • March 12, 2012

5. leased employees vs. 6-month eligibility

   By AlbanyConsultant, March 11, 2016
   • 1 reply
   • 886 views
   • 
   • Belgarath
   • March 11, 2016

6. DOL issues final rule on safe harbor period

   By cdavis25, January 15, 2010
   • 2 replies
   • 886 views
   • 
   • austin3515
   • January 15, 2010

7. ADP

   By Guest elang, April 2, 2012
   • 4 replies
   • 886 views
   • 
   • Guest
   • April 2, 2012

8. In-Plan Roth Conversions

   By austin3515, December 23, 2011
   • 2 replies
   • 885 views
   • 
   • austin3515
   • December 23, 2011

9. Deduction

   By JBones, May 22, 2010
   • 1 reply
   • 885 views
   • 
   • Mike Preston
   • May 23, 2010

10. Multiple Vesting Schedules in a 401(k) Plan

    By RetirementGal86, December 12, 2024
    • 2 replies
    • 885 views
    • 
    • CuseFan
    • December 13, 2024

11. 2010 1099-R

    By austin3515, May 4, 2011
    • 2 replies
    • 885 views
    • 
    • 12AX7
    • May 4, 2011

12. PPA restatement and plan termination question

    By Scuba 401, July 24, 2017
    • 4 replies
    • 885 views
    • 
    • Luke Bailey
    • July 24, 2017

13. Multiple ER now a Controlled Group

    By fiona1, March 9, 2009
    • 1 reply
    • 885 views
    • 
    • Jim Chad
    • March 9, 2009

14. Controlled group, aggregation, testing, etc.

    By Belgarath, February 27, 2014
    • 3 replies
    • 885 views
    • 
    • Belgarath
    • February 27, 2014

15. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 1 reply
    • 885 views
    • 
    • Guest
    • October 22, 2009

16. Pension Health Insurance Premium?

    By caryn22359, December 13, 2011
    • 0 replies
    • 885 views
    • 
    • caryn22359
    • December 13, 2011

17. Former HCE Death Benefit re-named, Spouse now HCE, count for Top Heavy?

    By JWRB, January 20, 2017
    • 3 replies
    • 885 views
    • 
    • JWRB
    • January 20, 2017

18. Bankruptcy

    By Nassau, June 17, 2010
    • 0 replies
    • 884 views
    • 
    • Nassau
    • June 17, 2010

19. Carry over 401k to new company

    By JohnS, January 8, 2020
    • 5 replies
    • 884 views
    • 
    • Earl
    • January 8, 2020

20. Excluded Class Allowed to Defer

    By kimso, May 3, 2022
    • 5 replies
    • 884 views
    • 
    • C. B. Zeller
    • May 4, 2022

21. Qrops USA residents

    By Guest navdha555, February 20, 2012
    • 0 replies
    • 884 views
    • 
    • Guest
    • February 20, 2012

22. SECURE Act and Long Term Part-Time Employees

    By ErnieG, January 30, 2020
    • 4 replies
    • 884 views
    • 
    • ErnieG
    • January 31, 2020

23. HCEs in Stock Acquistion

    By justatester, August 27, 2009
    • 0 replies
    • 884 views
    • 
    • justatester
    • August 27, 2009

24. earned income calculation

    By Chippy, March 19, 2014
    • 2 replies
    • 884 views
    • 
    • PensionPro
    • March 19, 2014

25. What's the concensus here? (Late deposits)

    By Bri, October 9, 2018
    • 3 replies
    • 884 views
    • 
    • Kevin C
    • October 11, 2018

26. Exclude commissions on match

    By Lou81, February 23, 2021   

    • compensation exclusion
    • 2 replies
    • 883 views
    • 
    • Alonzo Church
    • February 25, 2021

27. 401 (k)Plan compensation exclusions

    By alexa, September 27, 2020
    • 0 replies
    • 883 views
    • 
    • alexa
    • September 27, 2020

28. Forfeiture Account Funds to Pay Earnings

    By waid10, May 18, 2021
    • 2 replies
    • 883 views
    • 
    • waid10
    • May 19, 2021

29. Any Limits on Match in 401(k)?

    By ERISA-Bubs, November 1, 2011
    • 2 replies
    • 883 views
    • 
    • ETA Consulting LLC
    • November 1, 2011

30. Counting of Hours for DC Plan

    By metsfan026, June 19
    • 3 replies
    • 883 views
    • 
    • Bri
    • June 20

31. Control groups

    By Guest money40, March 23, 2011
    • 1 reply
    • 883 views
    • 
    • Guest
    • March 23, 2011

32. US Based Employer With Employees In PR

    By 401kFun, March 29, 2022
    • 3 replies
    • 883 views
    • 
    • Jean Karlo
    • April 1, 2022

33. How much will my company match?

    By GonGon, June 20, 2017   

    • savings
    • retirement
    • (and 3 more)

      Tagged with:

      • savings
      • retirement
      • match
      • contribution
      • 401k
    • 5 replies
    • 883 views
    • 
    • ESOP Guy
    • June 21, 2017

34. Safe Harbor Plan

    By MarZDoates, July 11, 2012
    • 1 reply
    • 883 views
    • 
    • ETA Consulting LLC
    • July 12, 2012

35. In-Plan Roth Rollovers

    By Nassau, August 26, 2014
    • 1 reply
    • 882 views
    • 
    • masteff
    • August 26, 2014

36. Short Plan Year - contribution timing?

    By Guest Michael Anderson, October 12, 2004
    • 0 replies
    • 882 views
    • 
    • Guest
    • October 12, 2004

37. Payroll based SH Match deposited late

    By BG5150, April 20, 2021
    • 2 replies
    • 882 views
    • 
    • John Feldt ERPA CPC QPA
    • April 21, 2021

38. Successor Plan?

    By Kac1214, April 4, 2018
    • 7 replies
    • 882 views
    • 
    • Luke Bailey
    • April 10, 2018

39. deferrals by a terminated employee

    By WCC, March 12, 2014   

    • no 2 1/2 month inclusion
    • 0 replies
    • 882 views
    • 
    • WCC
    • March 12, 2014

40. Late Safe Harbor for one Participant

    By BG5150, March 18, 2010
    • 2 replies
    • 882 views
    • 
    • BG5150
    • March 19, 2010

41. Controlled Group Question - Solo 401k

    By Vlad401k, January 19, 2018
    • 4 replies
    • 882 views
    • 
    • Luke Bailey
    • January 22, 2018

42. EPCRS

    By austin3515, February 7, 2013
    • 1 reply
    • 881 views
    • 
    • ETA Consulting LLC
    • February 7, 2013

43. Safe Harbor Plan

    By Nassau, July 16, 2010
    • 0 replies
    • 881 views
    • 
    • Nassau
    • July 16, 2010

44. ADP-ACP failure - owners on K-1 income

    By pmacduff, March 6
    • 3 replies
    • 881 views
    • 
    • C. B. Zeller
    • March 6

45. New plan - short plan year and short sponsor year

    By Jakyasar, November 26, 2020
    • 4 replies
    • 881 views
    • 
    • Catch22PGM
    • December 7, 2020

46. Qualified Reservist Distributions and HEART Withdrawals

    By Nassau, January 18, 2011
    • 0 replies
    • 881 views
    • 
    • Nassau
    • January 18, 2011

47. 401(k) loan deemed distributions as CRDs

    By Ian, August 5, 2020
    • 2 replies
    • 881 views
    • 
    • Ian
    • August 7, 2020

48. VFCP Filing for Late Deposts

    By austin3515, September 14, 2016
    • 3 replies
    • 881 views
    • 
    • Doghouse
    • September 14, 2016

49. RMD on 401-k

    By KevinMc, April 24, 2019
    • 4 replies
    • 881 views
    • 
    • imchipbrown
    • April 25, 2019

50. Asset Transfer

    By Randy Watson, November 18, 2009
    • 0 replies
    • 881 views
    • 
    • Randy Watson
    • November 18, 2009