401(k) Plans

19,275 topics in this forum

1. Prohibited Transaction: Loan to DQ person

   By Guest Pennysaver, May 5, 2010
   • 0 replies
   • 900 views
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   • Guest
   • May 5, 2010

2. Military Leave - USERRA

   By Nassau, June 3, 2011
   • 0 replies
   • 912 views
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   • Nassau
   • June 3, 2011

3. Compensation definition for Safe Harbor match computation

   By Beltane, November 24, 2015   

   • Bonuses excluded comp def
   • 0 replies
   • 982 views
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   • Beltane
   • November 24, 2015

4. Partial Plan Termination

   By Hoard1, May 8, 2000
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   • 1.4k views
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   • Hoard1
   • May 8, 2000

5. 410(b)

   By Guest NFried, September 19, 2001
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   • 1.4k views
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   • Guest
   • September 19, 2001

6. Authority on spinoff company's responsibility for parent company's plan qualification violations

   By Guest Oscar2, June 3, 2005
   • 0 replies
   • 1.1k views
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   • Guest
   • June 3, 2005

7. Union & Non-Union Plan

   By Guest dscurtis, September 20, 2006
   • 0 replies
   • 1.1k views
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   • Guest
   • September 20, 2006

8. Form 5500 - wholly owned question

   By Guest planwizard, February 7, 2007
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   • 924 views
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   • Guest
   • February 7, 2007

9. 415 compensation definition under the final regs.

   By blue, October 19, 2007
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   • 1.1k views
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   • blue
   • October 19, 2007

10. When Should salary deferrals start

    By Guest LHaskell, December 17, 2010
    • 0 replies
    • 1k views
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    • Guest
    • December 17, 2010

11. Still time for loan payment suspensions?

    By Gilmore, December 1, 2020
    • 0 replies
    • 370 views
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    • Gilmore
    • December 1, 2020

12. Recovering Fees and Commissions For Your Participants

    By Guest Charles Friday, May 24, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • May 24, 1999

13. K1 Processing

    By Guest JimJ, October 13, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • October 13, 2000

14. Regulatory Reporting Fees

    By fidu, May 22, 2002
    • 0 replies
    • 1.2k views
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    • fidu
    • May 22, 2002

15. IRA ROLLOVER

    By Guest Mike Schwing, June 9, 2003
    • 0 replies
    • 951 views
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    • Guest
    • June 9, 2003

16. Partnership

    By rlb64, December 23, 2004
    • 0 replies
    • 1.1k views
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    • rlb64
    • December 23, 2004

17. "earliest retirement date" in QDRO

    By Guest mmc, February 25, 2005
    • 0 replies
    • 1.6k views
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    • Guest
    • February 25, 2005

18. Safe Harbor 401k plan - basic match & discretionary match - catchup only

    By Guest elirpa, November 3, 2005
    • 0 replies
    • 3.8k views
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    • Guest
    • November 3, 2005

19. Top Heavy Aggregation

    By legort69, March 2, 2007
    • 0 replies
    • 871 views
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    • legort69
    • March 2, 2007

20. Fiduciary Rating

    By Guest Guy Incognito, December 10, 2009
    • 0 replies
    • 974 views
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    • Guest
    • December 10, 2009

21. BRF testing and vesting

    By 30Rock, May 5, 2010
    • 0 replies
    • 902 views
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    • 30Rock
    • May 5, 2010

22. Qualified Reservist Distributions and HEART Withdrawals

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

23. End of year employer Contribution and reporting on following year's 5500

    By legort69, August 15, 2013   

    • employer contribution
    • deduction
    • (and 1 more)

      Tagged with:

      • employer contribution
      • deduction
      • timing
    • 0 replies
    • 1.4k views
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    • legort69
    • August 15, 2013

24. Post severance comp - taking a poll

    By Belgarath, September 8, 2016
    • 0 replies
    • 517 views
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    • Belgarath
    • September 8, 2016

25. Partners and after-tax

    By John Feldt ERPA CPC QPA, November 9, 2016   

    • after-tax
    • partner
    • (and 1 more)

      Tagged with:

      • after-tax
      • partner
      • timing of election
    • 0 replies
    • 643 views
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    • John Feldt ERPA CPC QPA
    • November 9, 2016

26. Mid-year Safe Harbor Amendment - Compensation

    By WesleyT, March 11, 2020
    • 0 replies
    • 414 views
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    • WesleyT
    • March 11, 2020

27. ROBS Company Issuing Preferred Stock

    By 401 Chaos, November 2, 2023
    • 0 replies
    • 460 views
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    • 401 Chaos
    • November 2, 2023

28. Futures and ERISA funds

    By fidu, May 3, 2002
    • 0 replies
    • 1.5k views
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    • fidu
    • May 3, 2002

29. 2024 Form 5330 Filing / Payment Question

    By notapensiongeek, September 18
    • 0 replies
    • 375 views
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    • notapensiongeek
    • September 18

30. Spinoff from MEP

    By 30Rock, July 27, 2010
    • 0 replies
    • 1.7k views
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    • 30Rock
    • July 27, 2010

31. Hardship withdrawal for a Trade School

    By Guest Steve Nolan, May 26, 1999
    • 0 replies
    • 2.1k views
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    • Guest
    • May 26, 1999

32. safe harbor contributions/410(b) coverage testing

    By Guest M Lavelle, May 9, 2000
    • 0 replies
    • 2.3k views
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    • Guest
    • May 9, 2000

33. Removing 100% vesting at Early Retirement

    By Guest Kathy Bayes, March 11, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • March 11, 2002

34. Prevailing Wage Fringe into a SIMPLE IRA

    By Guest Green92, September 18, 2009
    • 0 replies
    • 1.6k views
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    • Guest
    • September 18, 2009

35. Representative Matching Rate

    By austin3515, August 5, 2012
    • 0 replies
    • 955 views
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    • austin3515
    • August 5, 2012

36. 401k withholding on a 409A distribution

    By Guest ghal, September 13, 2012
    • 0 replies
    • 1k views
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    • Guest
    • September 13, 2012

37. comp net deferrals... for partners

    By AlbanyConsultant, April 14, 2014
    • 0 replies
    • 893 views
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    • AlbanyConsultant
    • April 14, 2014

38. Datair EGTRRA IRS approval letter

    By DDB BN, October 1, 2020
    • 0 replies
    • 494 views
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    • DDB BN
    • October 1, 2020

39. 401(k) Match with Private Company Stock - Valuation required?

    By Guest MarieLittle, May 27, 1999
    • 0 replies
    • 2.5k views
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    • Guest
    • May 27, 1999

40. Form 8881 Credit for Small Employer Pension Plan Startup Costs, Auto-Enrollment, and Military Spouse Participation

    By Planit 401k, March 12
    • 0 replies
    • 861 views
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    • Planit 401k
    • March 12

41. Switch a profit sharing plan to a safe harbor 401(k)

    By thepensionmaven, January 30, 2001
    • 0 replies
    • 1.8k views
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    • thepensionmaven
    • January 30, 2001

42. US Company with Puerto Rican employee

    By Gilmore, July 12, 2021
    • 0 replies
    • 461 views
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    • Gilmore
    • July 12, 2021

43. IRS guidance for Catch-Up contributions and for Auto Enrollment scheduled to be published next week

    By Paul I, January 10
    • 0 replies
    • 457 views
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    • Paul I
    • January 10

44. "First year plan" rule for testing

    By pbarrett, June 9, 2004
    • 0 replies
    • 1.1k views
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    • pbarrett
    • June 9, 2004

45. Safe Harbor Termination Mid-Year

    By austin3515, March 31, 2008
    • 0 replies
    • 1.4k views
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    • austin3515
    • March 31, 2008

46. Remedial amendment period/Rev. Proc. 2000-20

    By Scuba 401, January 31, 2000
    • 0 replies
    • 1.5k views
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    • Scuba 401
    • January 31, 2000

47. 1099-R coding of rechar.

    By Guest LTurner, January 30, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • January 30, 2001

48. Retroactive S Election by LLC - Owner Deferrals prior to Election

    By austin3515, March 1, 2004
    • 0 replies
    • 1.2k views
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    • austin3515
    • March 1, 2004

49. Withholding on Roth distrib under $200

    By dcoderre, August 26, 2007
    • 0 replies
    • 1.6k views
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    • dcoderre
    • August 26, 2007

50. Compensation paid after termination

    By jkharvey, March 31, 2008
    • 0 replies
    • 1.1k views
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    • jkharvey
    • March 31, 2008