401(k) Plans

19,275 topics in this forum

1. Federal Truth and Lending disclosure

   By Guest xplan, March 27, 2001
   • 0 replies
   • 1.8k views
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   • Guest
   • March 27, 2001

2. Combining 403(b) and 401(k)

   By k man, July 18, 2001
   • 0 replies
   • 1.5k views
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   • k man
   • July 18, 2001

3. Catch-up 415 limit with Fiscal year Plan

   By Guest rgorman, March 17, 2005
   • 0 replies
   • 2.1k views
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   • Guest
   • March 17, 2005

4. Annual Retirement Plan Reivew

   By mlp0816, December 9, 2006
   • 0 replies
   • 917 views
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   • mlp0816
   • December 9, 2006

5. Assignment of Income Problem

   By Guest dkl2214, August 15, 2011
   • 0 replies
   • 1.1k views
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   • Guest
   • August 15, 2011

6. Missed Deferral, QNEC, Deductions

   By MGOAdmin, June 9, 2015   

   • qnec
   • deduction limit
   • (and 1 more)

     Tagged with:

     • qnec
     • deduction limit
     • missed deferral
   • 0 replies
   • 1.4k views
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   • MGOAdmin
   • June 9, 2015

7. Dual Qualified Plans - What must be satisfied?

   By Chris123, April 29, 2021
   • 0 replies
   • 252 views
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   • Chris123
   • April 29, 2021

8. Safe Harbor mid-year amendment to compensation definition - nonelective contribution plan

   By Belgarath, February 28, 2022
   • 0 replies
   • 687 views
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   • Belgarath
   • February 28, 2022

9. Deducting Contributions-Fiscal Year End

   By Guest ELS, September 21, 1999
   • 0 replies
   • 1.6k views
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   • Guest
   • September 21, 1999

10. Which governmental employers can maintain 401(k) plans? IRS ruling ado

    By Carol V. Calhoun, April 19, 2000
    • 0 replies
    • 1.4k views
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    • Carol V. Calhoun
    • April 19, 2000

11. GUST Deadline Missed (tricky, time is short) -- Solutions?

    By Guest Plan the Man, July 19, 2002
    • 0 replies
    • 1.1k views
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    • Guest
    • July 19, 2002

12. True-up Match . . . for 2001!

    By Guest LKHartnett, September 23, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • September 23, 2002

13. Match contributions for half year

    By Spencer, February 21, 2006
    • 0 replies
    • 1.2k views
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    • Spencer
    • February 21, 2006

14. Safe Harbor 401(k) Matching Contributions

    By Guest ATTY, April 21, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • April 21, 2000

15. Can Rev. Rul. 2000-27 be applied retroactively, for example to a sale

    By Scott, October 31, 2000
    • 0 replies
    • 1.4k views
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    • Scott
    • October 31, 2000

16. prohibited transaction?

    By Guest lc, October 31, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • October 31, 2001

17. Break-In Service & Plan Re-entry

    By Danny CPA, February 16, 2011
    • 0 replies
    • 838 views
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    • Danny CPA
    • February 16, 2011

18. Safe Harbor and 414(s)

    By david shipp, December 4, 1998
    • 0 replies
    • 1.8k views
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    • david shipp
    • December 4, 1998

19. DB/DC Aggregate Testing issue

    By Jaded, August 27, 2024
    • 0 replies
    • 368 views
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    • Jaded
    • August 27, 2024

20. QACA Safe Harbor Match - and Cash Tips - how to apply def %

    By justanotheradmin, October 25, 2024
    • 0 replies
    • 315 views
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    • justanotheradmin
    • October 25, 2024

21. Safe Harbor and Plan Merger

    By PMC, March 27, 2001
    • 0 replies
    • 1.6k views
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    • PMC
    • March 27, 2001

22. Discretionary Match to HCE's in Safe Harbor Plan

    By Guest Giovanni, March 26, 2004
    • 0 replies
    • 1.1k views
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    • Guest
    • March 26, 2004

23. Not excluding but reduced benefits

    By Rai401k, March 30, 2009
    • 0 replies
    • 910 views
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    • Rai401k
    • March 30, 2009

24. 404 Cushion amount and 415 limit Comp limit

    By Kingpin, June 12, 2019   

    • 415 limit
    • cushion amount
    • 0 replies
    • 345 views
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    • Kingpin
    • June 12, 2019

25. Disability and Compensation

    By Guest Beavis, December 4, 1998
    • 0 replies
    • 1.8k views
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    • Guest
    • December 4, 1998

26. Safe harbor plan language

    By Guest SJPrince, April 21, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • April 21, 2000

27. GUST Remedial Amendment Period / Testing Methods

    By Guest Chains, December 13, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • December 13, 2000

28. Schedule D Requirements

    By Guest MCarey1, May 1, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • May 1, 2002

29. Ministry and 401(k) plan

    By eilano, February 11, 2004
    • 0 replies
    • 958 views
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    • eilano
    • February 11, 2004

30. Employer Stock Diversification Notice

    By Guest ak, December 11, 2006
    • 0 replies
    • 1.2k views
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    • Guest
    • December 11, 2006

31. Non Resident Aliens WITH some US Income

    By Guest John Makarevich, February 4, 2007
    • 0 replies
    • 917 views
    • 
    • Guest
    • February 4, 2007

32. immediate eligibility and break in service

    By Dennis Povloski, June 1, 2011
    • 0 replies
    • 1k views
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    • Dennis Povloski
    • June 1, 2011

33. Same Desk Rule

    By Guest JF, April 21, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • April 21, 2000

34. Merging two plan, one ends 5/31, other ends 12/31

    By Guest lindamichals, June 29, 2004
    • 0 replies
    • 822 views
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    • Guest
    • June 29, 2004

35. Negative compensation

    By jkharvey, June 1, 2011
    • 0 replies
    • 1.3k views
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    • jkharvey
    • June 1, 2011

36. Controlled Group - 1st year after transition period

    By JBones, May 13, 2013
    • 0 replies
    • 1.2k views
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    • JBones
    • May 13, 2013

37. plan terminated before VFCP amount put in

    By stan evans, September 28, 2019
    • 0 replies
    • 355 views
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    • stan evans
    • September 28, 2019

38. Need new comparability training fast - Help!

    By Guest irenes, September 5, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • September 5, 2000

39. Deemed IRAs - Anyone drafted plan language for them?

    By jstorch, May 10, 2004
    • 0 replies
    • 1k views
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    • jstorch
    • May 10, 2004

40. Restart Discretionary Match

    By Guest moltengator, June 7, 2004
    • 0 replies
    • 1.1k views
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    • Guest
    • June 7, 2004

41. Top Heavy Question- Return of all COntributions

    By Guest Kelly55, December 22, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 22, 2004

42. ownership percentages

    By Guest dstran, March 21, 2006
    • 0 replies
    • 1.2k views
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    • Guest
    • March 21, 2006

43. Fiscal Year

    By 30Rock, January 14, 2011
    • 0 replies
    • 1.1k views
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    • 30Rock
    • January 14, 2011

44. Calculating K-1 earnings for 401(k) plan purposes

    By kwalified, September 10, 2012
    • 0 replies
    • 785 views
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    • kwalified
    • September 10, 2012

45. Prohibited Transaction

    By 52626, June 21, 2013
    • 0 replies
    • 867 views
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    • 52626
    • June 21, 2013

46. When can an EACA be terminated/removed from plan?

    By Guest TaxedToDeath, January 3, 2014   

    • EACA
    • 401(k)
    • (and 1 more)

      Tagged with:

      • EACA
      • 401(k)
      • Automatic Enrollment
    • 0 replies
    • 3k views
    • 
    • Guest
    • January 3, 2014

47. WHOSE COMPENSATION IS IT?

    By Guest CHRISTIE BOSS, December 7, 1998
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 7, 1998

48. Voluntary after-tax employee contributions to a 401(m) plan

    By Guest J D DeBacker, October 11, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 11, 2000

49. 401K withholding

    By basumukherji, October 31, 2001
    • 0 replies
    • 1.5k views
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    • basumukherji
    • October 31, 2001

50. Rollovers under EGTRRA

    By k man, December 12, 2001
    • 0 replies
    • 1.3k views
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    • k man
    • December 12, 2001