401(k) Plans

19,275 topics in this forum

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

   By Guest Michael Anderson, April 22, 2005
   • 9 replies
   • 5.6k views
   • 
   • mbozek
   • April 25, 2005

2. Quasi Deferred Comp

   By MGOAdmin, May 4, 2018   

   • deferred comp
   • 9 replies
   • 1.1k views
   • 
   • Luke Bailey
   • May 7, 2018

3. Increase 401(k) Eligibility

   By Nate X, December 18, 2019
   • 9 replies
   • 1.9k views
   • 
   • Scott50
   • December 20, 2019

4. in-plan Roth rollovers

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

5. Back pay

   By Guest ppapdx, September 9, 2013
   • 9 replies
   • 6.9k views
   • 
   • Flyboyjohn
   • June 2, 2015

6. Plan Termination Fees to Participants

   By perkinsran, July 16, 2015
   • 9 replies
   • 4.1k views
   • 
   • K2retire
   • July 20, 2015

7. affliated service group 101?

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

8. "ineligible" deferrals

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

9. QNECS

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

10. Leased Employees

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

11. Ineligible to participate in 401k because of unionization

    By erisa_novice, March 21, 2019
    • 9 replies
    • 3.8k views
    • 
    • FPGuy
    • March 22, 2019

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

    By tomf, December 28, 2015   

    • solo 401k
    • s-corp retirement plan
    • 9 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 30, 2015

13. Discovered Mistake After Rollover

    By sam248, December 27, 2020
    • 9 replies
    • 1.7k views
    • 
    • Lou S.
    • January 27, 2021

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

    By austin3515, May 21, 2023
    • 9 replies
    • 1.8k views
    • 
    • G8Rs
    • May 24, 2023

15. Association MEP Eligible Employer

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

16. 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

17. Easy Plan Term / 5310 Question

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

18. Quarterly statements: Electronic format only

    By Mr Bagwell, August 23, 2018
    • 9 replies
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • August 27, 2018

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

    By austin3515, April 6, 2021
    • 9 replies
    • 1k views
    • 
    • Bill Presson
    • April 7, 2021

20. 415 and 404

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

21. Parnter Forfeits

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

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

    By Peter Gulia, December 6, 2023
    • 9 replies
    • 2k views
    • 
    • Peter Gulia
    • December 7, 2023

23. PPA

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

24. Funding of a SH Match True Up

    By justatester, December 29, 2020
    • 9 replies
    • 2.6k views
    • 
    • pmacduff
    • December 29, 2020

25. Limit Catch-up Eligible Participant Contributions?

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

26. 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

27. Quarterly Enrollment Period Issue

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

28. 401k Set Up Trouble

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

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

    By Guest Bill Schulze, August 1, 2000
    • 9 replies
    • 1.9k views
    • 
    • IRC401
    • August 7, 2000

30. Death of Participant

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

31. 401(k) Deferral Deadline for S-corp

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

32. Safe Harbor Match and Per Pay Calculation Period

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

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

    By Pixie, October 4, 2023
    • 9 replies
    • 3.1k views
    • 
    • Bill Presson
    • October 9, 2023

34. Corbel vs Accudraft

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

35. W-2 Box 13 " Active Participant"

    By Guest Wolves1962, November 18, 2005
    • 9 replies
    • 12.7k views
    • 
    • Tom Poje
    • January 4, 2018

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

    By Yesrod5, December 11, 2013
    • 9 replies
    • 1.9k views
    • 
    • GMK
    • December 11, 2013

37. 404a5 Fee Disclosures

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

38. 401(k) deferrals for pay period ending vs actual pay date

    By Guest susa, May 14, 2002
    • 9 replies
    • 10.5k views
    • 
    • Mike Preston
    • May 16, 2002

39. Contest

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

40. 402(g) limit

    By K-t-F, October 3, 2012
    • 9 replies
    • 4.5k views
    • 
    • Peter Gulia
    • April 13, 2020

41. 401k match 5 years late

    By Guest goblue, October 23, 2013   

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

42. Solo 401k RMD

    By rtheis, December 4, 2024   

    • solo 401k
    • 9 replies
    • 1k views
    • 
    • FPGuy
    • December 6, 2024

43. 401(k) Safe Harbor

    By Guest ETodd, December 29, 2009
    • 9 replies
    • 1.9k views
    • 
    • pmacduff
    • December 31, 2009

44. Cares Act Distribution a BRF as far as protected benefits are concerned?

    By Purplemandinga, July 7, 2020
    • 9 replies
    • 625 views
    • 
    • Riley Britton
    • July 10, 2020

45. 410b test with sh match and disc match

    By Lou81, February 8, 2022
    • 9 replies
    • 2.2k views
    • 
    • Lou81
    • February 18, 2022

46. Rescinding Safe Harbor 401(k)

    By Lori H, March 24, 2010
    • 9 replies
    • 1.7k views
    • 
    • Kevin C
    • March 25, 2010

47. Termination For Embezzling Money + Profit Sharing

    By metsfan026, September 2, 2022
    • 9 replies
    • 1.7k views
    • 
    • Luke Bailey
    • September 7, 2022

48. Safe Harbor "True Up" for non-participants?

    By Guest Sleigher, May 19, 2010
    • 9 replies
    • 3.1k views
    • 
    • K2retire
    • May 22, 2010

49. Incorrect Rollover into 401(k) Plan

    By Guest marie567, February 2, 2002
    • 8 replies
    • 3.3k views
    • 
    • Alf
    • October 2, 2004

50. Excess Deferral Discovered after April 15th

    By Guest platte1, August 27, 2004
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2004