401(k) Plans

19,337 topics in this forum

1. ROBS Arrangement

   By rblum50, December 22, 2012
   • 5 replies
   • 3.1k views
   • 
   • rblum50
   • December 27, 2012

2. Modification of loan repayment terms

   By Guest JDL, July 15, 2003
   • 5 replies
   • 3.1k views
   • 
   • Guest
   • July 16, 2003

3. Was it a loan, or a disbursement?

   By Soconfused, December 19, 2017   

   • loan
   • default
   • 13 replies
   • 3.1k views
   • 
   • My 2 cents
   • December 21, 2017

4. 401(k) Funds To Fund A New C Corp

   By Guest scottyd, August 2, 2007
   • 8 replies
   • 3.1k views
   • 
   • John Feldt ERPA CPC QPA
   • August 6, 2007

5. severance payment paid prior to termination of employment

   By Guest rlt4, August 19, 2009
   • 4 replies
   • 3.1k views
   • 
   • Guest
   • August 20, 2009

6. Who is eligible for a Solo K Plan...

   By K-t-F, April 26, 2004
   • 21 replies
   • 3.1k views
   • 
   • Jim Chad
   • April 27, 2004

7. QNEC satisfying ADP Test - What about coverage?

   By Guest Mbrockway, February 26, 2004
   • 6 replies
   • 3.1k views
   • 
   • Tom Poje
   • February 27, 2004

8. Exclude catagories of NHCEs from Safe Harbor

   By Earl, June 20, 2008
   • 5 replies
   • 3.1k views
   • 
   • J Simmons
   • June 23, 2008

9. Controlled Group/Participating Employers

   By Deaconmomma, June 7, 2016
   • 8 replies
   • 3.1k views
   • 
   • Mike Preston
   • June 9, 2016

10. Otherwise Excludable Employees

    By Becky Schwing, December 29, 2021
    • 9 replies
    • 3.1k views
    • 
    • rocknrolls2
    • December 30, 2021

11. top heavy calculation

    By Guest ghal, May 11, 2012
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • May 11, 2012

12. Are Safe Harbors plans required to pass ACP testing if a plan has After Tax Contributions enabled?

    By FFF0999, October 9, 2024   

    • 401k
    • safe habor
    • (and 1 more)

      Tagged with:

      • 401k
      • safe habor
      • acp
    • 4 replies
    • 3.1k views
    • 
    • FFF0999
    • October 9, 2024

13. Is payroll end plan-year considered "calendar-year"?

    By Guest nmendicott, May 18, 2010
    • 8 replies
    • 3.1k views
    • 
    • david rigby
    • May 18, 2010

14. Compensation Exclusions

    By Guest Mike Schwing, February 20, 2004
    • 7 replies
    • 3.1k views
    • 
    • g8r
    • February 25, 2004

15. 5500 Feature Code 2T

    By austin3515, April 13, 2010
    • 2 replies
    • 3.1k views
    • 
    • rcline46
    • April 14, 2010

16. Excess contributions & fed tax withholding

    By SusanKD, February 17, 2010
    • 7 replies
    • 3.1k views
    • 
    • GMK
    • February 26, 2010

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

    By CLE401kGuy, November 25, 2013
    • 3 replies
    • 3.1k views
    • 
    • Belgarath
    • November 26, 2013

18. Overriding Vesting

    By khn, June 27, 2017
    • 14 replies
    • 3.1k views
    • 
    • Below Ground
    • June 30, 2017

19. In-Service Distribution with an Outstanding Loan

    By metsfan026, June 14, 2024
    • 2 replies
    • 3.1k views
    • 
    • Paul I
    • June 14, 2024

20. Safe Harbor Plan with Profit Sharing Coverage

    By PFranckowiak, February 25, 2016
    • 9 replies
    • 3.1k views
    • 
    • Tom Poje
    • February 29, 2016

21. 402(g) and ADP failure

    By D Lewis, January 28, 2020
    • 2 replies
    • 3.1k views
    • 
    • Kevin C
    • January 28, 2020

22. prefunding profit sharing

    By Guest Big Al, February 13, 2006
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • February 13, 2006

23. Add Participating Er to Safe Harbor Plan

    By austin3515, December 3, 2013
    • 6 replies
    • 3.1k views
    • 
    • Kevin C
    • December 3, 2013

24. Multiple Match formulas

    By dmb, March 17, 2011
    • 8 replies
    • 3.1k views
    • 
    • Bill Presson
    • March 18, 2011

25. excluding hourly employees and HCE's. different opinions, who's right

    By Guest Greg W, November 17, 2004
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • November 18, 2004

26. Can someone tell me the appropriate dollar amount used for the compens

    By k man, November 10, 2000
    • 8 replies
    • 3.1k views
    • 
    • R. Butler
    • November 15, 2000

27. Uncashed Checks Following Plan Termination

    By EBECatty, September 23, 2019
    • 13 replies
    • 3.1k views
    • 
    • FPGuy
    • September 24, 2019

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

    By Belgarath, March 6, 2018
    • 4 replies
    • 3.1k views
    • 
    • Belgarath
    • March 6, 2018

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

    By Guest, July 14, 2000
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • July 24, 2000

30. Participant with fraudulent Social Security Number

    By Guest Inquire, April 10, 2013
    • 1 reply
    • 3.1k views
    • 
    • masteff
    • April 10, 2013

31. Retroactive Safe Harbor Amendment

    By Purplemandinga, March 24, 2020
    • 11 replies
    • 3.1k views
    • 
    • C. B. Zeller
    • March 25, 2020

32. Safe Harbor Notice (Exceptions to Timing Requirement)

    By Guest CRA, December 19, 2002
    • 11 replies
    • 3.1k views
    • 
    • 2muchstress
    • December 27, 2002

33. Failed ADP Test

    By coleboy, March 27, 2018
    • 15 replies
    • 3.1k views
    • 
    • Bird
    • April 2, 2018

34. Change Profit Sharing Formula Mid-Year!

    By Panda, January 18, 2024
    • 9 replies
    • 3.1k views
    • 
    • Bird
    • January 22, 2024

35. 415c Maximum Contributions

    By Marlene, January 24, 2018   

    • cross testing
    • 12 replies
    • 3.1k views
    • 
    • msmith
    • April 4, 2018

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

    By jkharvey, October 1, 2010
    • 1 reply
    • 3.1k views
    • 
    • GMK
    • October 1, 2010

37. Multiple Employer spin-off - Safe Harbor

    By PMC, February 1, 2011
    • 2 replies
    • 3.1k views
    • 
    • Benefits to all
    • March 22, 2013

38. safe Harbor Non-Elective contributions

    By mphs77, June 29, 2011
    • 7 replies
    • 3.1k views
    • 
    • 12AX7
    • June 30, 2011

39. Step children and family attribution

    By Guest Pat Metallic, January 22, 2001
    • 1 reply
    • 3.1k views
    • 
    • rcline46
    • January 22, 2001

40. company dissolving and status of 401k

    By tertue, January 2, 2013
    • 1 reply
    • 3.1k views
    • 
    • ETA Consulting LLC
    • January 2, 2013

41. ADP Refund--HCE has both Roth and Pre-Tax deferrals

    By BG5150, March 3, 2022
    • 11 replies
    • 3.1k views
    • 
    • Luke Bailey
    • March 8, 2022

42. Top Heavy

    By Lou S., March 3, 2011
    • 3 replies
    • 3.1k views
    • 
    • Belgarath
    • March 4, 2011

43. 401(k) distributions

    By Guest Barb@PaineWebber, August 16, 1999
    • 5 replies
    • 3.1k views
    • 
    • M R Bernardin
    • August 17, 1999

44. 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

45. Non Safe Harbor and Safe Harbor Hardship Withdrawals

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

46. Benefit Claims Procedures

    By Guest koolkid, May 10, 2002
    • 10 replies
    • 3k views
    • 
    • Guest
    • July 23, 2003

47. Affiliated service group?

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

48. Clarification on Catchup Contributions

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

49. James LaRue 401(k) Law Suit

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

50. BRF Testing

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