401(k) Plans

19,275 topics in this forum

1. Is an amendment necessary for plan sponsor name change

   By cpc0506, November 15, 2013
   • 10 replies
   • 10.4k views
   • 
   • Bird
   • November 19, 2013

2. 401(k) SH, short plan year, 415 limit

   By wvbeachgirl, January 5, 2009
   • 5 replies
   • 10.4k views
   • 
   • Kevin C
   • January 5, 2009

3. 401k EE elective deferral - where accounted for on 1120

   By tertue, November 17, 2010
   • 9 replies
   • 10.4k views
   • 
   • Bird
   • November 22, 2010

4. 402g violation correction

   By K-t-F, June 18, 2004
   • 18 replies
   • 10.4k views
   • 
   • Guest
   • July 7, 2004

5. Administering Buyback on Rehire after Forfeiture

   By Guest Patrick Foley, February 23, 2006
   • 9 replies
   • 10.4k views
   • 
   • jpod
   • June 18, 2007

6. 1099 Contractor or Leased Employee

   By austin3515, March 29, 2012
   • 12 replies
   • 10.3k views
   • 
   • Bill Presson
   • March 30, 2012

7. IRS Says Prime is NOT Reasonable

   By austin3515, March 6, 2012
   • 28 replies
   • 10.3k views
   • 
   • ESOP Guy
   • March 12, 2012

8. Overtime Compensation in 401(k) Calculation

   By Guest kp, October 14, 1998
   • 10 replies
   • 10.3k views
   • 
   • david shipp
   • October 15, 1998

9. Discretionary Match

   By Guest PSH, May 6, 2003
   • 9 replies
   • 10.3k views
   • 
   • Guest
   • May 8, 2003

10. 401(k) elective deferral hierarchy

    By Guest Thomas2006, April 14, 2008
    • 10 replies
    • 10.3k views
    • 
    • GMK
    • April 18, 2008

11. Contribution age limit for 401k?

    By BonoConsilio, November 4, 2010
    • 1 reply
    • 10.3k views
    • 
    • Lou S.
    • November 4, 2010

12. How long can they put me off on 401k death benefits?

    By Guest dulan, November 20, 2006
    • 12 replies
    • 10.2k views
    • 
    • Just Me
    • December 12, 2006

13. Waiver of 30-day notice and the new tax notice

    By Guest beppie_stark, December 31, 2001
    • 0 replies
    • 10.2k views
    • 
    • Guest
    • December 31, 2001

14. Payback Loan After Default - after 1099R issued

    By Sophia Wang, May 27, 2020
    • 25 replies
    • 10.2k views
    • 
    • Barbara S
    • September 6, 2020

15. Catchup only 1 2

    By ombskid, April 30, 2007
    • 53 replies
    • 10.2k views
    • 
    • Kevin C
    • August 2, 2007

16. Hardship distribution for Purpose of Principal Residence

    By Guest tonjer, March 18, 2003
    • 17 replies
    • 10.2k views
    • 
    • mbozek
    • June 12, 2003

17. Where to Deduct on Tax Return

    By rblum50, June 21, 2011
    • 7 replies
    • 10.1k views
    • 
    • Lou S.
    • June 22, 2011

18. Matching Catch-Up Contributions in a Safe Harbor Plan

    By JDuns, August 17, 2004
    • 10 replies
    • 10.1k views
    • 
    • rcline46
    • August 18, 2004

19. Withholding on hardship distributions

    By Jim Chad, July 23, 2011
    • 13 replies
    • 10.1k views
    • 
    • Peter Gulia
    • September 26, 2011

20. Empower/KGPF Lawsuit

    By austin3515, March 24, 2017
    • 12 replies
    • 10.1k views
    • 
    • RatherBeGolfing
    • March 27, 2017

21. Payroll period crosses plan years, participant terms mid-pay-period

    By BG5150, August 11, 2008
    • 36 replies
    • 10.1k views
    • 
    • Tom Poje
    • August 20, 2008

22. 401(a) or Annual Compensation Limit

    By Guest hwilliams, November 29, 2004
    • 23 replies
    • 10.1k views
    • 
    • Guest
    • December 8, 2004

23. Hardship Distribution Suspension

    By Guest JFBEARB, July 17, 2002
    • 5 replies
    • 10k views
    • 
    • MWeddell
    • August 12, 2009

24. Overpayment and 1099 Coding Question

    By 401king, November 25, 2008
    • 20 replies
    • 10k views
    • 
    • Guest
    • December 4, 2008

25. Excess Deferral and Excess Contributions in 2010

    By Below Ground, January 5, 2010
    • 25 replies
    • 10k views
    • 
    • RatherBeGolfing
    • February 28, 2017

26. Otherwise Excludable Employees

    By Alex Daisy, March 10, 2009
    • 19 replies
    • 10k views
    • 
    • pookah
    • October 21, 2014

27. Mid-Year Termination of Safe-Harbor Nonelective Contribution Plan

    By Guest gaham, November 17, 2011
    • 1 reply
    • 9.9k views
    • 
    • Lou S.
    • November 17, 2011

28. Compensation ratio test?

    By Guest welcomehome, February 18, 2005
    • 10 replies
    • 9.9k views
    • 
    • Tom Poje
    • March 22, 2005

29. ACP Test Failing - "Borrowing Method"?

    By Guest christine_FL, March 4, 2010
    • 3 replies
    • 9.9k views
    • 
    • Tom Poje
    • March 4, 2010

30. RMD for Fiscal Year End plan

    By K-t-F, February 7, 2006
    • 8 replies
    • 9.8k views
    • 
    • WDIK
    • February 13, 2006

31. International Transfer - 401k account options

    By Guest pascarp, November 11, 1998
    • 5 replies
    • 9.8k views
    • 
    • Guest
    • July 18, 1999

32. When are employer contributions considered taxable for FICA/Med?

    By Guest jrschmid, July 22, 2008
    • 5 replies
    • 9.8k views
    • 
    • Don Levit
    • July 28, 2008

33. Using DOL Online Calculator Without VFCP Application?

    By Guest hybrid2148, March 9, 2012
    • 6 replies
    • 9.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 29, 2012

34. Top Paid Group Determination

    By Guest bw101, February 4, 2010
    • 9 replies
    • 9.8k views
    • 
    • PensionPro
    • November 2, 2010

35. Forfeitures cannot be used for QNEC's, what about safe harbor contributions?

    By Sully, August 27, 2010
    • 15 replies
    • 9.8k views
    • 
    • Tom Poje
    • October 15, 2010

36. Pro-Rata Allocation and Gateway Test

    By emmetttrudy, January 30, 2013
    • 32 replies
    • 9.7k views
    • 
    • chc93
    • February 4, 2013

37. Exclusions in a Safe Harbor 401(k) Plan

    By Guest facade, April 26, 2006
    • 12 replies
    • 9.7k views
    • 
    • Guest
    • April 28, 2006

38. increasing tiered match formula

    By Guest nipa, November 17, 2003
    • 20 replies
    • 9.7k views
    • 
    • Earl
    • November 21, 2003

39. Lumpsum deduction of 401k administrative fees

    By Guest ennemm, June 11, 2002
    • 44 replies
    • 9.7k views
    • 
    • R. Butler
    • September 12, 2002

40. Loan payments - stopping payroll deduction

    By Guest MaryMac, August 6, 2002
    • 19 replies
    • 9.7k views
    • 
    • RatherBeGolfing
    • April 11, 2019

41. Training for 401k Administrator

    By Guest etu22, March 1, 2004
    • 21 replies
    • 9.7k views
    • 
    • Guest
    • April 2, 2004

42. What nondiscrimination testing rules apply to controlled groups?

    By John A, December 20, 2000
    • 5 replies
    • 9.7k views
    • 
    • rlbillings
    • October 10, 2019

43. Beneficiary is estate -- inherited IRA?

    By LauraS, July 3, 2019   

    • 401k
    • death benefit
    • (and 2 more)

      Tagged with:

      • 401k
      • death benefit
      • beneficiary; estate
      • inherited ira
    • 19 replies
    • 9.6k views
    • 
    • Appleby
    • July 11, 2019

44. eligible employees

    By Guest lskin, September 12, 2005
    • 10 replies
    • 9.6k views
    • 
    • QDROphile
    • May 22, 2018

45. ADP Failure Letter

    By No Name, May 6, 2005
    • 2 replies
    • 9.6k views
    • 
    • Harwood
    • May 11, 2005

46. Hardship withdrawal for purchase of primary residence

    By alwaysaquestion, May 30, 2017
    • 15 replies
    • 9.6k views
    • 
    • Mike Preston
    • June 2, 2017

47. Using forfeitures to pay earnings

    By 30Rock, April 1, 2014
    • 15 replies
    • 9.6k views
    • 
    • jpod
    • September 29, 2016

48. 11(g) Amendment

    By RLR, June 4, 2018
    • 47 replies
    • 9.5k views
    • 
    • Mike Preston
    • June 11, 2018

49. ACH Contributions

    By Guest Frank Jackson, February 1, 2002
    • 7 replies
    • 9.5k views
    • 
    • Mike Preston
    • February 21, 2020

50. Funding of 401(k) using PPP loan 1 2

    By rblum50, May 8, 2020   

    • ppp
    • loan
    • (and 2 more)

      Tagged with:

      • ppp
      • loan
      • 401(k)
      • contributions
    • 93 replies
    • 9.5k views
    • 
    • Larry Starr
    • June 4, 2020