401(k) Plans

19,320 topics in this forum

1. 5500 audit requirement first year

   By Tom, October 3, 2025
   • 9 replies
   • 1k views
   • 
   • ESOP Guy
   • October 6, 2025

2. Mandatory Contributions

   By Guest MDG, September 9, 2003
   • 9 replies
   • 1.7k views
   • 
   • Brian Gallagher
   • September 10, 2003

3. Coverage-General Testing

   By justatester, May 18, 2010
   • 9 replies
   • 1.4k views
   • 
   • Kevin C
   • May 19, 2010

4. What is everybody doing about 04#s for new plans?

   By Guest JBarn, November 30, 1999
   • 9 replies
   • 3.1k views
   • 
   • Guest
   • December 2, 1999

5. What is the compensation?

   By Basically, February 11, 2025
   • 9 replies
   • 2k views
   • 
   • RatherBeGolfing
   • February 13, 2025

6. Safe Harbor Match Calculation- Need Help

   By coleboy, May 18, 2015
   • 9 replies
   • 3.5k views
   • 
   • ETA Consulting LLC
   • May 20, 2015

7. Must Employer's Notify Former Employees When they Change 401(k) Admini

   By Guest jeaniec, August 21, 2001
   • 9 replies
   • 12.8k views
   • 
   • Guest
   • September 10, 2001

8. Controlled group compensation

   By Guest jim williams, April 28, 2004
   • 9 replies
   • 1.3k views
   • 
   • WDIK
   • April 29, 2004

9. new accounts/enrollments

   By Guest SPOT, August 3, 2004
   • 9 replies
   • 1.3k views
   • 
   • david rigby
   • August 4, 2004

10. Age 55 exception - Termination Date or Distribution Date?

    By Guest Michael Anderson, April 22, 2005
    • 9 replies
    • 5.9k views
    • 
    • mbozek
    • April 25, 2005

11. Quasi Deferred Comp

    By MGOAdmin, May 4, 2018   

    • deferred comp
    • 9 replies
    • 1.2k views
    • 
    • Luke Bailey
    • May 7, 2018

12. Increase 401(k) Eligibility

    By Nate X, December 18, 2019
    • 9 replies
    • 2k views
    • 
    • Scott50
    • December 20, 2019

13. in-plan Roth rollovers

    By Guest ebgroup, February 2, 2012
    • 9 replies
    • 2.1k views
    • 
    • masteff
    • February 8, 2012

14. Back pay

    By Guest ppapdx, September 9, 2013
    • 9 replies
    • 7k views
    • 
    • Flyboyjohn
    • June 2, 2015

15. Plan Termination Fees to Participants

    By perkinsran, July 16, 2015
    • 9 replies
    • 4.2k views
    • 
    • K2retire
    • July 20, 2015

16. affliated service group 101?

    By pmacduff, August 3, 2023
    • 9 replies
    • 814 views
    • 
    • Bill Presson
    • August 4, 2023

17. "ineligible" deferrals

    By k man, April 29, 2004
    • 9 replies
    • 2.2k views
    • 
    • Harwood
    • April 29, 2004

18. QNECS

    By Guest chris4013, March 9, 2005
    • 9 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • March 12, 2005

19. Leased Employees

    By Below Ground, December 20, 2011
    • 9 replies
    • 3k views
    • 
    • Below Ground
    • December 29, 2011

20. Ineligible to participate in 401k because of unionization

    By erisa_novice, March 21, 2019
    • 9 replies
    • 4k views
    • 
    • FPGuy
    • March 22, 2019

21. solo 401k plans for highly compensated s-corp owners

    By tomf, December 28, 2015   

    • solo 401k
    • s-corp retirement plan
    • 9 replies
    • 2.2k views
    • 
    • Mike Preston
    • December 30, 2015

22. Discovered Mistake After Rollover

    By sam248, December 27, 2020
    • 9 replies
    • 1.8k views
    • 
    • Lou S.
    • January 27, 2021

23. Increased Catch-up Limit for ages 60-63

    By austin3515, May 21, 2023
    • 9 replies
    • 1.9k views
    • 
    • G8Rs
    • May 24, 2023

24. Association MEP Eligible Employer

    By Purplemandinga, December 28, 2020
    • 9 replies
    • 1.5k views
    • 
    • Peter Gulia
    • January 7, 2021

25. EGTRRA Section 416(g)(h) on "top-heavy" safe harbor plans

    By Guest Lawrence_Groves, June 21, 2004
    • 9 replies
    • 2.1k views
    • 
    • KJohnson
    • June 22, 2004

26. Easy Plan Term / 5310 Question

    By fiona1, May 2, 2006
    • 9 replies
    • 2.4k views
    • 
    • namealreadyinuse
    • May 9, 2006

27. Quarterly statements: Electronic format only

    By Mr Bagwell, August 23, 2018
    • 9 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • August 27, 2018

28. HCE's - Different Plan Year Ends in Controlled Group

    By austin3515, April 6, 2021
    • 9 replies
    • 1.1k views
    • 
    • Bill Presson
    • April 7, 2021

29. 415 and 404

    By Guest RBeck, February 6, 2003
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • February 7, 2003

30. Parnter Forfeits

    By austin3515, May 12, 2008
    • 9 replies
    • 2.3k views
    • 
    • Bird
    • May 19, 2008

31. Should a plan provide a domestic-abuse distribution?

    By Peter Gulia, December 6, 2023
    • 9 replies
    • 2.2k views
    • 
    • Peter Gulia
    • December 7, 2023

32. PPA

    By Guest Wolves1962, November 29, 2006
    • 9 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 4, 2006

33. Funding of a SH Match True Up

    By justatester, December 29, 2020
    • 9 replies
    • 2.7k views
    • 
    • pmacduff
    • December 29, 2020

34. Limit Catch-up Eligible Participant Contributions?

    By austin3515, December 30, 2015
    • 9 replies
    • 958 views
    • 
    • austin3515
    • December 30, 2015

35. Adopting Employer and contribution levels

    By ldr, October 9, 2017   

    • profit sharing
    • non-discrimination
    • (and 1 more)

      Tagged with:

      • profit sharing
      • non-discrimination
      • coverage
    • 9 replies
    • 1.4k views
    • 
    • Mr Bagwell
    • October 10, 2017

36. Quarterly Enrollment Period Issue

    By khn, October 11, 2016
    • 9 replies
    • 1.9k views
    • 
    • Bird
    • October 12, 2016

37. 401k Set Up Trouble

    By coleboy, June 29, 2017
    • 9 replies
    • 663 views
    • 
    • Belgarath
    • June 30, 2017

38. Allocating forfeitures to individuals who decide not to participate in

    By Guest Bill Schulze, August 1, 2000
    • 9 replies
    • 2k views
    • 
    • IRC401
    • August 7, 2000

39. Death of Participant

    By Earl, March 29, 2011
    • 9 replies
    • 1.7k views
    • 
    • Earl
    • March 31, 2011

40. 401(k) Deferral Deadline for S-corp

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

41. Safe Harbor Match and Per Pay Calculation Period

    By CLE401kGuy, May 12, 2014
    • 9 replies
    • 1.8k views
    • 
    • austin3515
    • May 16, 2014

42. Enrolling an Owner's Spouse into 401k plan

    By Pixie, October 4, 2023
    • 9 replies
    • 3.3k views
    • 
    • Bill Presson
    • October 9, 2023

43. Corbel vs Accudraft

    By Guest Giovanni, August 27, 2004
    • 9 replies
    • 2.9k views
    • 
    • Archimage
    • October 27, 2005

44. W-2 Box 13 " Active Participant"

    By Guest Wolves1962, November 18, 2005
    • 9 replies
    • 13.2k views
    • 
    • Tom Poje
    • January 4, 2018

45. Rollover to Safe Harbor 401(k) Plan (Does this Blow the Top-Heavy Exemption?)

    By Yesrod5, December 11, 2013
    • 9 replies
    • 2k views
    • 
    • GMK
    • December 11, 2013

46. 404a5 Fee Disclosures

    By CLE401kGuy, March 21, 2014
    • 9 replies
    • 6.3k views
    • 
    • BG5150
    • April 2, 2014

47. 401(k) deferrals for pay period ending vs actual pay date

    By Guest susa, May 14, 2002
    • 9 replies
    • 10.9k views
    • 
    • Mike Preston
    • May 16, 2002

48. Contest

    By Guest koolkidd, January 7, 2005
    • 9 replies
    • 2.6k views
    • 
    • KJohnson
    • January 12, 2005

49. 402(g) limit

    By K-t-F, October 3, 2012
    • 9 replies
    • 4.7k views
    • 
    • Peter Gulia
    • April 13, 2020

50. 401k match 5 years late

    By Guest goblue, October 23, 2013   

    • 401k match
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • October 24, 2013