401(k) Plans

19,275 topics in this forum

1. Non Safe Harbor and Safe Harbor Hardship Withdrawals

   By Guest schmidtfit, December 5, 2002
   • 4 replies
   • 3k views
   • 
   • MWeddell
   • December 9, 2002

2. PPP Loan Forgiveness & SE Income

   By EBECatty, July 12, 2022
   • 10 replies
   • 3k views
   • 
   • Belgarath
   • August 10, 2022

3. Multiple Employer spin-off - Safe Harbor

   By PMC, February 1, 2011
   • 2 replies
   • 3k views
   • 
   • Benefits to all
   • March 22, 2013

4. BRF Testing

   By justatester, December 18, 2009
   • 5 replies
   • 3k views
   • 
   • MWeddell
   • December 18, 2009

5. 401(k)'s legal for family business?

   By Guest Eric Cernyar, August 23, 2001
   • 18 replies
   • 3k views
   • 
   • actuarysmith
   • August 29, 2001

6. Affiliated service group?

   By PMC, November 30, 2006
   • 5 replies
   • 3k views
   • 
   • Belgarath
   • December 7, 2006

7. Unbeknownst SEP-IRA by affiliated service group member

   By J Simmons, December 30, 2021
   • 5 replies
   • 3k views
   • 
   • shERPA
   • January 6, 2022

8. Exclusion of Collectively Bargained

   By Guest boetgerinc, December 30, 1998
   • 6 replies
   • 3k views
   • 
   • Mike Preston
   • December 4, 2009

9. Bonus Payment

   By Guest payroll_cons, April 2, 2009
   • 7 replies
   • 3k views
   • 
   • Kevin C
   • April 3, 2009

10. Roth Corrective Distribution & Form 1099-R

    By Gruegen, January 17, 2007
    • 3 replies
    • 3k views
    • 
    • WDIK
    • January 18, 2007

11. ACA - not an EACA or a QACA and Notice Requirements

    By CLE401kGuy, November 25, 2013
    • 3 replies
    • 3k views
    • 
    • Belgarath
    • November 26, 2013

12. Who is key officer in fiscal year 401k plan

    By jkharvey, October 1, 2010
    • 1 reply
    • 3k views
    • 
    • GMK
    • October 1, 2010

13. How to calculate aggregate profit sharing contribution for a sole prop

    By Guest, July 14, 2000
    • 4 replies
    • 3k views
    • 
    • Guest
    • July 24, 2000

14. BRF testing

    By Belgarath, September 19, 2018
    • 7 replies
    • 3k views
    • 
    • RatherBeGolfing
    • September 26, 2018

15. What are the differences between a 401k rollover and a 401k transfer?

    By DonReynolds, July 1, 2015   

    • 401k
    • 401k rollover
    • 12 replies
    • 3k views
    • 
    • Mike Preston
    • July 6, 2015

16. lost employer matching contributions

    By Guest baxterdale, July 10, 2001
    • 10 replies
    • 3k views
    • 
    • Guest
    • August 24, 2001

17. 415c Maximum Contributions

    By Marlene, January 24, 2018   

    • cross testing
    • 12 replies
    • 3k views
    • 
    • msmith
    • April 4, 2018

18. PEO and Controlled Group

    By Gilmore, November 12, 2018
    • 9 replies
    • 3k views
    • 
    • Gilmore
    • November 15, 2018

19. Straight profit sharing plan wants to buy a house

    By Lori H, January 2, 2007
    • 8 replies
    • 3k views
    • 
    • RCK
    • January 3, 2007

20. 402(g) and ADP failure

    By D Lewis, January 28, 2020
    • 2 replies
    • 3k views
    • 
    • Kevin C
    • January 28, 2020

21. Fringe Benefit? Meals and Lodging?

    By justanotheradmin, March 11, 2019
    • 6 replies
    • 3k views
    • 
    • justanotheradmin
    • March 13, 2019

22. Top Paid Group

    By Guest elang, May 25, 2010
    • 8 replies
    • 3k views
    • 
    • Guest
    • May 26, 2010

23. Top Heavy

    By Lou S., March 3, 2011
    • 3 replies
    • 3k views
    • 
    • Belgarath
    • March 4, 2011

24. At what threshold $ amount are "highly compensated employees&quot

    By Guest Dan Zevitz, January 23, 2001
    • 3 replies
    • 3k views
    • 
    • Guest
    • January 23, 2001

25. Top heavy and safe harbor nonelective contribution

    By Guest Dolores Lawrence, March 4, 2004
    • 9 replies
    • 3k views
    • 
    • Tom Poje
    • March 12, 2004

26. Principal Reduction - Participant Loan

    By austin3515, July 31, 2013
    • 13 replies
    • 3k views
    • 
    • austin3515
    • August 5, 2013

27. James LaRue 401(k) Law Suit

    By Andy the Actuary, November 26, 2007
    • 15 replies
    • 3k views
    • 
    • Guest
    • December 1, 2007

28. 401(k) Plan with Non-Citizen Trustee

    By Lame Duck, April 30, 2014   

    • Non-Citizen Trustee
    • 3 replies
    • 3k views
    • 
    • Peter Gulia
    • May 2, 2014

29. Does anyone use ftWilliams admin software?

    By jessica401(k), March 15, 2012
    • 11 replies
    • 3k views
    • 
    • Bird
    • March 19, 2012

30. 401(k) Plan Successor rule

    By Guest RACHELP, September 17, 2013
    • 3 replies
    • 3k views
    • 
    • QDROphile
    • September 17, 2013

31. Form of contribution to safe harbor 401(k)

    By Medusa, August 10, 2001
    • 4 replies
    • 3k views
    • 
    • Medusa
    • August 30, 2001

32. Including Owner taking Draw (no W-2) in ADP Testing?

    By lcollins300, February 12, 2018   

    • adp
    • 14 replies
    • 3k views
    • 
    • Luke Bailey
    • February 14, 2018

33. Different eligibility for deferrals and safe harbor match

    By commishvp, July 28, 2006
    • 2 replies
    • 3k views
    • 
    • Guest
    • April 7, 2007

34. ADP prior year test method - only otherwise excludable

    By legort69, November 9, 2011
    • 4 replies
    • 3k views
    • 
    • Kevin C
    • November 11, 2011

35. HCE Status Determination in First Plan Year

    By Guest Anjele Bonie, January 17, 2001
    • 2 replies
    • 3k views
    • 
    • Guest
    • January 18, 2001

36. Late Deposit Lost Earnings Calculation

    By Archimage, May 9, 2017
    • 5 replies
    • 3k views
    • 
    • Belgarath
    • May 15, 2017

37. Plan-Imposed Limit on 401(k)

    By Doghouse, April 26, 2012
    • 13 replies
    • 3k views
    • 
    • mbozek
    • May 3, 2012

38. different eligibility requirements for salaried vs. hourly

    By Guest Boilerburm, January 22, 2002
    • 4 replies
    • 3k views
    • 
    • Guest
    • January 24, 2002

39. Calculating non-elective 3% safe harbor contribution for first short plan year

    By mariemonroe, May 23, 2005
    • 3 replies
    • 3k views
    • 
    • Guest
    • May 24, 2005

40. Top Heavy Coverage Test

    By blue, March 3, 2006
    • 6 replies
    • 3k views
    • 
    • R. Butler
    • March 6, 2006

41. Merger/Acquisition where one corp sponsors a SIMPLE-IRA

    By Belgarath, March 6, 2018
    • 4 replies
    • 3k views
    • 
    • Belgarath
    • March 6, 2018

42. Step children and family attribution

    By Guest Pat Metallic, January 22, 2001
    • 1 reply
    • 3k views
    • 
    • rcline46
    • January 22, 2001

43. Clarification on Catchup Contributions

    By MBCarey, October 25, 2002
    • 10 replies
    • 3k views
    • 
    • 2muchstress
    • October 28, 2002

44. Original 401k adoption agreement from 2001 signed but not dated

    By Guest usafa89, April 19, 2013   

    • IRS audit cap
    • 7 replies
    • 3k views
    • 
    • Guest
    • May 13, 2013

45. Excise tax when refunds are done with 1-to-1 QNEC?

    By BG5150, July 30, 2008
    • 5 replies
    • 3k views
    • 
    • Guest
    • August 4, 2008

46. Form 5330 and excise tax duedate

    By alexa, September 26, 2008
    • 2 replies
    • 3k views
    • 
    • fiona1
    • September 29, 2008

47. HCE vs. NHCE

    By Guest koolkid, April 1, 2002
    • 2 replies
    • 3k views
    • 
    • pjkoehler
    • April 1, 2002

48. 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

49. distributable event

    By Scuba 401, July 28, 2010
    • 7 replies
    • 3k views
    • 
    • masteff
    • July 29, 2010

50. Controlled Group - Plans have different Plan Year Ends

    By Steve Waddo, June 2, 2011
    • 6 replies
    • 3k views
    • 
    • Trekker
    • October 8, 2014