401(k) Plans

19,275 topics in this forum

1. Eligibility - When does a Participant Enter

   By 52626, March 22, 2019
   • 8 replies
   • 3.2k views
   • 
   • Tom Poje
   • March 25, 2019

2. Aggregating Plans for Coverage

   By Laura Harrington, November 25, 2009
   • 7 replies
   • 3.2k views
   • 
   • Guest
   • November 25, 2009

3. SEC settlement with a mutual fund company

   By John Feldt ERPA CPC QPA, June 17, 2009
   • 4 replies
   • 3.2k views
   • 
   • Peter Gulia
   • June 17, 2009

4. Exclude Temporary Employees

   By austin3515, October 2, 2014
   • 3 replies
   • 3.2k views
   • 
   • KJohnson
   • October 2, 2014

5. Coverage Failure

   By jpod, March 22, 2016
   • 14 replies
   • 3.2k views
   • 
   • jpod
   • March 29, 2016

6. RMD when Roth and pretax in a 401(k) plan

   By Tom, August 15, 2023
   • 4 replies
   • 3.2k views
   • 
   • Paul I
   • August 17, 2023

7. Completing Form 5330

   By PLAN MAN, December 19, 2007
   • 5 replies
   • 3.2k views
   • 
   • JanetM
   • January 3, 2008

8. EGTRRA Non-Amender

   By austin3515, March 21, 2012
   • 11 replies
   • 3.2k views
   • 
   • Guest
   • March 23, 2012

9. Dual Eligibility with ADP/ACP Safe Harbor?

   By Guest noelwolfe, October 14, 2003
   • 2 replies
   • 3.2k views
   • 
   • Guest
   • October 15, 2003

10. Profit Sharing Calculation

    By justatester, February 8, 2013
    • 11 replies
    • 3.2k views
    • 
    • justatester
    • February 11, 2013

11. Law Firm Plan Design

    By Guest susand, October 25, 1999
    • 16 replies
    • 3.2k views
    • 
    • IRC401
    • November 8, 1999

12. ADP Excess For Deceased Participant

    By Guest Beavis, December 9, 1998
    • 3 replies
    • 3.2k views
    • 
    • LCARUSI
    • December 14, 1998

13. Successor Plan

    By Guest jim williams, October 20, 2004
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • October 22, 2004

14. Receiving comission on your own plan?

    By Guest Rexx, September 2, 2004
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • September 4, 2004

15. FORM 5330

    By Guest Chuck118, July 27, 2011
    • 6 replies
    • 3.2k views
    • 
    • Ron Snyder
    • July 27, 2011

16. Tracking Employer vs Employee contributions in a Solo(K)

    By Guest snmhanson, March 25, 2014
    • 7 replies
    • 3.2k views
    • 
    • ESOP Guy
    • March 26, 2014

17. Ceasing SH NEC

    By Guest Sieve, October 14, 2008
    • 17 replies
    • 3.2k views
    • 
    • WDIK
    • February 2, 2009

18. QNEC Distribution

    By Guest arihalli, November 1, 2012
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • November 6, 2012

19. Are these amounts included in ACP test for the HCE

    By jkharvey, July 11, 2008
    • 6 replies
    • 3.2k views
    • 
    • fiona1
    • July 14, 2008

20. ADP Testing Compensation

    By Guest Robk, July 20, 2006
    • 9 replies
    • 3.2k views
    • 
    • Mike Preston
    • July 28, 2006

21. merger question

    By Earl, August 12, 2008
    • 10 replies
    • 3.2k views
    • 
    • Guest
    • August 13, 2008

22. Can LLC members participate in PEO's 401k plan?

    By Guest wwcpa, December 14, 2001
    • 1 reply
    • 3.2k views
    • 
    • GBurns
    • December 19, 2001

23. When to issue a SMM

    By Guest Bud, March 24, 2005
    • 9 replies
    • 3.2k views
    • 
    • E as in ERISA
    • March 29, 2005

24. Changing Entry Dates

    By Monica Barnard, October 27, 2011
    • 12 replies
    • 3.2k views
    • 
    • Monica Barnard
    • October 31, 2011

25. Can owners opt out of the 3% safe harbor contribution

    By Guest rffahey, February 13, 2004
    • 3 replies
    • 3.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 16, 2004

26. In-Service Withdrawals in Money Purchase Plans

    By Guest BS, September 11, 2000
    • 4 replies
    • 3.2k views
    • 
    • IRC401
    • September 17, 2000

27. After Tax Safe Harbor

    By pixmax, January 24, 2018
    • 3 replies
    • 3.2k views
    • 
    • Bri
    • January 25, 2018

28. ER underdeposits EE 401(k) deferrals

    By Guest Mike Schwing, October 23, 2003
    • 5 replies
    • 3.2k views
    • 
    • david rigby
    • October 23, 2003

29. water and sewer shutoff notice Hardship Safe Harbor?

    By Jim Chad, August 15, 2012
    • 14 replies
    • 3.2k views
    • 
    • Lou S.
    • August 17, 2012

30. Plan Terminated - Residual Dividends in Following Year - 5500 Required?

    By 401(k)athryn, March 28, 2019
    • 5 replies
    • 3.2k views
    • 
    • chc93
    • March 29, 2019

31. Participant Loan status with Severance Pay and Partial Distributions

    By RPP2001, October 14, 2013
    • 3 replies
    • 3.2k views
    • 
    • QDROphile
    • October 16, 2013

32. Earnings Allocation

    By Guest boxerengine, June 16, 2013   

    • Earnings Allocation
    • 2 replies
    • 3.2k views
    • 
    • Bird
    • June 17, 2013

33. Converting Existing 401(k) to Safe Harbor 401(k) Mid Year - Def. of Su

    By Christine Roberts, April 17, 2002
    • 6 replies
    • 3.2k views
    • 
    • Tom Poje
    • April 19, 2002

34. Can a Charter School have one?

    By doombuggy, June 23, 2014   

    • charter school
    • 401(k)
    • 2 replies
    • 3.2k views
    • 
    • MoJo
    • June 23, 2014

35. RMD based on Life Insurance in 401(k) Plan

    By AJC, October 11, 2018
    • 7 replies
    • 3.2k views
    • 
    • FPGuy
    • October 16, 2018

36. Safe harbor match

    By Guest cynthiar, March 24, 2004
    • 11 replies
    • 3.2k views
    • 
    • Tom Poje
    • March 26, 2004

37. 402(g) vs 415 Excess-Which is first?

    By justatester, April 18, 2013
    • 3 replies
    • 3.2k views
    • 
    • QDROphile
    • April 18, 2013

38. Matching contributions after comp limit

    By Guest Phineas, December 5, 2009
    • 9 replies
    • 3.2k views
    • 
    • masteff
    • December 28, 2009

39. Shutting down a Solo 401k - 5500-EZ question

    By Jolly G, November 11, 2021
    • 13 replies
    • 3.2k views
    • 
    • Francis
    • November 20, 2021

40. Partial year Safe Harbor plan: compensation definition

    By AndrewZ, October 21, 2008
    • 5 replies
    • 3.2k views
    • 
    • Tom Poje
    • October 24, 2008

41. IRC 410(b)(6)(c) and adp/acp testing

    By Guest jae3207, February 14, 2006
    • 0 replies
    • 3.2k views
    • 
    • Guest
    • February 14, 2006

42. prototype not 404(c) compliant

    By jlea, October 20, 2008
    • 19 replies
    • 3.2k views
    • 
    • J Simmons
    • October 22, 2008

43. missing participant in an ongoing PS/401(k) plan

    By Guest jigpsu100, February 10, 2005
    • 13 replies
    • 3.2k views
    • 
    • Guest
    • February 23, 2005

44. Federal Work Study Students and 401k Plan

    By 52626, July 25, 2018
    • 5 replies
    • 3.2k views
    • 
    • Belgarath
    • July 26, 2018

45. 401k loan default

    By tomaszp, February 17, 2015
    • 9 replies
    • 3.2k views
    • 
    • ESOP Guy
    • April 27, 2015

46. Splitting Plans to avoid audit

    By cpc0506, December 28, 2018
    • 14 replies
    • 3.2k views
    • 
    • Kevin C
    • January 4, 2019

47. Elective vs non-elective question

    By Guest Carma Christensen, December 23, 2002
    • 4 replies
    • 3.2k views
    • 
    • AndyH
    • January 2, 2003

48. Single-Participant 401(k) Plan - 5500 Filing

    By Guest tgraham, June 29, 2004
    • 9 replies
    • 3.2k views
    • 
    • Guest
    • June 29, 2004

49. Handling residual earnings

    By PLAN MAN, April 14, 2010
    • 6 replies
    • 3.2k views
    • 
    • Jim Norman
    • April 16, 2010

50. 402(g) Limit

    By Guest cconnell, December 7, 2005
    • 3 replies
    • 3.2k views
    • 
    • E as in ERISA
    • December 7, 2005