401(k) Plans

19,319 topics in this forum

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

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

2. 402(g) and ADP failure

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

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

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

4. company dissolving and status of 401k

   By tertue, January 2, 2013
   • 1 reply
   • 3k views
   • 
   • ETA Consulting LLC
   • January 2, 2013

5. severance payment paid prior to termination of employment

   By Guest rlt4, August 19, 2009
   • 4 replies
   • 3k views
   • 
   • Guest
   • August 20, 2009

6. Non Safe Harbor and Safe Harbor Hardship Withdrawals

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

7. Controlled Group/Participating Employers

   By Deaconmomma, June 7, 2016
   • 8 replies
   • 3k views
   • 
   • Mike Preston
   • June 9, 2016

8. BRF Testing

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

9. 401(k) Funds To Fund A New C Corp

   By Guest scottyd, August 2, 2007
   • 8 replies
   • 3k views
   • 
   • John Feldt ERPA CPC QPA
   • August 6, 2007

10. 415c Maximum Contributions

    By Marlene, January 24, 2018   

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

11. Roth 401(k) Early Withdrawal - Simple Question

    By Guest nyykid, April 11, 2013   

    • double taxation
    • roth 401(k) early withdrawal
    • 3 replies
    • 3k views
    • 
    • 401king
    • April 12, 2013

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

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

13. S-Corp, C-Corp or LLC

    By Blue_Sky, October 29, 2020
    • 18 replies
    • 3k views
    • 
    • ESOP Guy
    • November 12, 2020

14. Who is included in ADP test when Safe Harbor eligibility is more restrictive?

    By Megandps, April 28, 2021
    • 7 replies
    • 3k views
    • 
    • shERPA
    • April 28, 2021

15. Affiliated service group?

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

16. Safe Harbor 401(K) "Maybe" Notice

    By thepensionmaven, February 9, 2006
    • 2 replies
    • 3k views
    • 
    • Tom Poje
    • February 10, 2006

17. 3/15 is Sunday...ADP refunds taken by 3/16 ok?

    By jkharvey, February 25, 2015
    • 9 replies
    • 3k views
    • 
    • Belgarath
    • February 26, 2015

18. Commissions paid after termination of employment

    By card, February 20, 2001
    • 2 replies
    • 3k views
    • 
    • card
    • February 21, 2001

19. James LaRue 401(k) Law Suit

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

20. Top Heavy

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

21. 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

22. Wording of Merger effective date

    By austin3515, August 10, 2025
    • 25 replies
    • 3k views
    • 
    • MoJo
    • August 12, 2025

23. Step children and family attribution

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

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. 401(k) Loan to purchase a foreign property

    By Guest Hgreer, April 2, 2013   

    • 401(k) Loan
    • 4 replies
    • 3k views
    • 
    • 12AX7
    • April 2, 2013

26. Clarification on Catchup Contributions

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

27. Controlled Group - Plans have different Plan Year Ends

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

28. ROBS Arrangement

    By rblum50, December 22, 2012
    • 5 replies
    • 3k views
    • 
    • rblum50
    • December 27, 2012

29. 401(k) Plan Successor rule

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

30. Top heavy and safe harbor nonelective contribution

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

31. Straight profit sharing plan wants to buy a house

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

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

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

33. Is this a 401k transfer or rollover? And reporting requirements.

    By Guest Carl C, September 23, 2011
    • 4 replies
    • 3k views
    • 
    • ESOP Guy
    • September 23, 2011

34. 401(k) distributions

    By Guest Barb@PaineWebber, August 16, 1999
    • 5 replies
    • 3k views
    • 
    • M R Bernardin
    • August 17, 1999

35. Principal Reduction - Participant Loan

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

36. 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

37. 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

38. Failed ADP Test

    By coleboy, March 27, 2018
    • 15 replies
    • 3k views
    • 
    • Bird
    • April 2, 2018

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

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

40. ADP prior year test method - only otherwise excludable

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

41. After Tax (not Roth) Contributions / ACP Test

    By BeanCounterBlues, January 17, 2008
    • 3 replies
    • 3k views
    • 
    • BeanCounterBlues
    • January 17, 2008

42. Benefit Claims Procedures

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

43. Different eligibility for deferrals and safe harbor match

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

44. Who's a good service provider for a super-micro 401(k) plan?

    By Peter Gulia, July 16, 2013
    • 21 replies
    • 3k views
    • 
    • Peter Gulia
    • July 19, 2013

45. Plan-Imposed Limit on 401(k)

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

46. HCE Status Determination in First Plan Year

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

47. 401(k) Deferral Deadline for S-corp

    By retbenser, December 21, 2011
    • 9 replies
    • 3k views
    • 
    • Bird
    • December 22, 2011

48. 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

49. Is an endorsed check a legally enforceable agreement against borrower from "paperless" 401(k) plan?

    By Guest oscar, June 30, 2004
    • 6 replies
    • 3k views
    • 
    • MoJo
    • July 2, 2004

50. Top Heavy Coverage Test

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