401(k) Plans

19,319 topics in this forum

1. Integrated profit-sharing component of 401(k) plan - how does one make

   By Guest mam, November 8, 1999
   • 2 replies
   • 3.2k views
   • 
   • MWeddell
   • November 8, 1999

2. Completing Form 5330

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

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

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

4. ADP Testing Compensation

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

5. Receiving comission on your own plan?

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

6. Handling residual earnings

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

7. Carryover of deferral elections to new plan

   By Carol V. Calhoun, September 6, 2022
   • 20 replies
   • 3.2k views
   • 
   • david rigby
   • September 12, 2022

8. FORM 5330

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

9. domestic partner distribution options

   By justanotheradmin, August 26, 2019
   • 6 replies
   • 3.2k views
   • 
   • justanotheradmin
   • August 27, 2019

10. Davis Bacon/Prevailing Wage

    By justatester, February 19, 2020
    • 10 replies
    • 3.2k views
    • 
    • justatester
    • February 21, 2020

11. In-Service Withdrawals in Money Purchase Plans

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

12. After Tax Safe Harbor

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

13. EGTRRA Non-Amender

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

14. Successor Plan

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

15. Dual Eligibility with ADP/ACP Safe Harbor?

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

16. Matching contributions after comp limit

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

17. merger question

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

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

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

19. Vanguard Individual 401 K Roth contributions

    By Guest Capt. Mike, July 2, 2011
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • July 11, 2011

20. Well I just got burned again by another attorney

    By Guest dulan, August 22, 2007
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • September 16, 2007

21. Changing Entry Dates

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

22. What happens if not all assets out in 12 mos. DC Plan?

    By BG5150, December 2, 2019
    • 22 replies
    • 3.2k views
    • 
    • Doc Ument
    • December 10, 2019

23. ER underdeposits EE 401(k) deferrals

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

24. Earnings Allocation

    By Guest boxerengine, June 16, 2013   

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

25. Unravel Key contributions back through payroll in top heavy year

    By legort69, August 25, 2016   

    • Top heavy key contributions
    • 29 replies
    • 3.2k views
    • 
    • Belgarath
    • September 14, 2016

26. Splitting Plans to avoid audit

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

27. Participant Loan status with Severance Pay and Partial Distributions

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

28. 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

29. 3(16) Providers Revisited

    By TPAJake, April 17, 2017
    • 26 replies
    • 3.2k views
    • 
    • Bill Presson
    • April 21, 2017

30. Elective vs non-elective question

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

31. 401k loan default

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

32. In Plan Roth Rollovers vs Roth Conversions

    By austin3515, August 2, 2020
    • 4 replies
    • 3.2k views
    • 
    • CarolC
    • August 4, 2020

33. prototype not 404(c) compliant

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

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. Partial year Safe Harbor plan: compensation definition

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

36. Off-Calendar year end plan, catch-up contributions

    By AATPA, April 11, 2018   

    • catch-up
    • off-calendar
    • 9 replies
    • 3.2k views
    • 
    • AATPA
    • April 12, 2018

37. 402 (g) Deferral Limit History

    By Guest frankbrewer, December 16, 2001
    • 1 reply
    • 3.2k views
    • 
    • Tom Poje
    • December 17, 2001

38. Gateway Contribution Eligibility

    By MBCarey, December 5, 2003
    • 7 replies
    • 3.2k views
    • 
    • Tom Poje
    • December 5, 2003

39. ESOP contribs satisfy safe-harbor 401(k)?

    By Guest dlm, October 15, 1998
    • 0 replies
    • 3.2k views
    • 
    • Guest
    • October 15, 1998

40. Must 401K contributions be withheld from pay?

    By Guest ctfudge07, January 11, 2007
    • 17 replies
    • 3.2k views
    • 
    • stephen
    • January 15, 2007

41. 402(g) vs 415 Excess-Which is first?

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

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

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

43. Co-Fiduciary or Fiduciary Role - is There a Writing Requirement?

    By Guest davsun, January 7, 2009
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • January 8, 2009

44. Deductability of QNC

    By Guest Ella, July 13, 2001
    • 3 replies
    • 3.2k views
    • 
    • QDROphile
    • July 14, 2001

45. Carve Out Method

    By CJS07, June 21, 2007
    • 5 replies
    • 3.2k views
    • 
    • Mike Preston
    • January 24, 2008

46. Vesting For Rehired Employee

    By MBCarey, December 22, 2005
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • December 23, 2005

47. Repaying Defaulted Loan

    By Stash026, June 1, 2018
    • 13 replies
    • 3.2k views
    • 
    • JackS
    • June 14, 2018

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

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

49. HCE Determination - "Compensation" for Rehired Employee

    By Übernerd, January 23, 2013   

    • Nondiscrimination
    • compensation
    • (and 1 more)

      Tagged with:

      • Nondiscrimination
      • compensation
      • HCE
    • 5 replies
    • 3.2k views
    • 
    • Übernerd
    • January 24, 2013

50. Solo K - bonding requirements?

    By Tinman, August 5, 2008
    • 7 replies
    • 3.2k views
    • 
    • jpod
    • December 8, 2011