401(k) Plans

19,275 topics in this forum

1. Employer’s Combined Marginal Tax Rate -What does this mean

   By Alex Daisy, October 8, 2014
   • 8 replies
   • 1.2k views
   • 
   • Bird
   • October 13, 2014

2. Qualified Birth and Adoption

   By austin3515, June 11, 2021
   • 8 replies
   • 1.8k views
   • 
   • Luke Bailey
   • June 15, 2021

3. Safe Harbor Match only to NHCEs?

   By CAR, November 30, 2006
   • 8 replies
   • 2.4k views
   • 
   • CAR
   • December 6, 2006

4. additonal income for S corp owner

   By s2mone, February 1, 2019   

   • compenstion
   • s corp
   • (and 1 more)

     Tagged with:

     • compenstion
     • s corp
     • adp
   • 8 replies
   • 1.3k views
   • 
   • jpod
   • February 5, 2019

5. Forfeitures used to offset Participant Contributions?

   By Guest Vonnie RB, December 5, 2001
   • 8 replies
   • 3.1k views
   • 
   • QDROphile
   • December 6, 2001

6. K1 Income and Profit Share

   By Bill Henderson, February 14, 2021
   • 8 replies
   • 1.7k views
   • 
   • Jakyasar
   • February 23, 2021

7. Forgotten Enrollment Entry

   By Guest Twinky, July 11, 2008
   • 8 replies
   • 2.5k views
   • 
   • Peter Gulia
   • July 9, 2011

8. 401(a)(17) & EGTRRA

   By Guest Donkey Kong, June 4, 2002
   • 8 replies
   • 2.6k views
   • 
   • mbozek
   • June 6, 2002

9. Doctors' Wives & 401k

   By DP, November 2, 2004
   • 8 replies
   • 1.7k views
   • 
   • DP
   • November 3, 2004

10. Safe Harbor 3% funded each payroll

    By Rai401k, March 26, 2015
    • 8 replies
    • 2.8k views
    • 
    • Bird
    • April 15, 2015

11. Year-End Deadlines for 2016

    By 52626, September 15, 2015
    • 8 replies
    • 1.7k views
    • 
    • austin3515
    • September 16, 2015

12. In-Service Transfers

    By Guest psgross, January 31, 2005
    • 8 replies
    • 1.8k views
    • 
    • mbozek
    • February 2, 2005

13. Employee embezzles money, employer wants it back.

    By katieinny, August 12, 2005
    • 8 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 17, 2005

14. top heavy 401(k) Plan

    By Chippy, March 2, 2009
    • 8 replies
    • 1.8k views
    • 
    • Chippy
    • March 4, 2009

15. 8% Company Match- HCE Question

    By Guest ghenson08, December 12, 2013
    • 8 replies
    • 1.6k views
    • 
    • rcline46
    • December 12, 2013

16. Deferral Election: Dollar Amount or Percentage of Pay?

    By Lori H, January 31, 2017
    • 8 replies
    • 2.9k views
    • 
    • Lori H
    • January 31, 2017

17. Controlled Group - Spousal Attribution

    By LANDO, May 10, 2018   

    • controlled group
    • 401(k)
    • (and 1 more)

      Tagged with:

      • controlled group
      • 401(k)
      • spousal attribution
    • 8 replies
    • 3.8k views
    • 
    • JamesK
    • May 12, 2018

18. Maximum contribution at15K

    By JohnLong, December 30, 2019
    • 8 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • January 2, 2020

19. 401k Cash Surrender Value

    By 52626, March 10, 2023
    • 8 replies
    • 1.5k views
    • 
    • FPGuy
    • March 14, 2023

20. Stupid Questions - Catch-Ups

    By Guest Chaffee, September 21, 2004
    • 8 replies
    • 1.6k views
    • 
    • QDROphile
    • September 24, 2004

21. Distribution to Bene's

    By Guest Twinky, November 2, 2006
    • 8 replies
    • 2k views
    • 
    • Guest
    • November 3, 2006

22. Confidentiality of Retirement Benefits

    By Guest Ella, October 3, 2001
    • 8 replies
    • 4.9k views
    • 
    • Kirk Maldonado
    • October 5, 2001

23. Embezzlement from corporation/plan sponsor by participant; any recourse for the plan sponsor?

    By Guest ELS, October 2, 2003
    • 8 replies
    • 1.8k views
    • 
    • Belgarath
    • October 6, 2003

24. benefits, rights and features?

    By thepensionmaven, July 5, 2018
    • 8 replies
    • 1.4k views
    • 
    • MWeddell
    • July 26, 2018

25. Safe Harbor plans and Top Heavy

    By Guest rffahey, January 10, 2005
    • 8 replies
    • 1.7k views
    • 
    • FJR
    • February 16, 2005

26. POA For Signing 5500

    By austin3515, July 15, 2010
    • 8 replies
    • 3.1k views
    • 
    • austin3515
    • September 27, 2010

27. Top Heavy Minimum / Plan Termination

    By austin3515, July 16, 2012
    • 8 replies
    • 4.2k views
    • 
    • austin3515
    • July 16, 2012

28. Fringe Benefits Issues

    By erinak03, September 16, 2019
    • 8 replies
    • 4.1k views
    • 
    • Luke Bailey
    • September 19, 2019

29. Entry date on plan effective date

    By steve45, February 11, 2022
    • 8 replies
    • 1.2k views
    • 
    • steve45
    • February 15, 2022

30. safe harbor cross tested plan - do terminees get a non elective contribution

    By k man, February 24, 2004
    • 8 replies
    • 1.6k views
    • 
    • WDIK
    • February 24, 2004

31. Withholding on retirement plan distributions/ 945 deposits

    By Pammie57, December 13, 2016
    • 8 replies
    • 1.8k views
    • 
    • austin3515
    • December 13, 2016

32. Controlled Group - Am I missing something?

    By seatpa, April 17, 2012
    • 8 replies
    • 1.5k views
    • 
    • seatpa
    • April 18, 2012

33. Straight profit sharing plan wants to buy a house

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

34. 401(k) Eve?

    By CuseFan, September 8, 2022
    • 8 replies
    • 567 views
    • 
    • BG5150
    • September 12, 2022

35. Transfer/Rollover II

    By Guest Redchip, August 20, 1999
    • 8 replies
    • 2.3k views
    • 
    • jlf
    • August 30, 1999

36. Amending Standardized Plan

    By austin3515, March 21, 2013
    • 8 replies
    • 1.2k views
    • 
    • austin3515
    • March 21, 2013

37. Hardship Withdrawal - Can this be done without directly involving my employer?

    By ufo9, September 14, 2020
    • 8 replies
    • 29.1k views
    • 
    • BG5150
    • September 16, 2020

38. Safe Harbor Correction

    By FT Retire, March 15, 2023
    • 8 replies
    • 1k views
    • 
    • bito'money
    • March 15, 2023

39. Forfeiture Account Use

    By Guest etu22, March 9, 2004
    • 8 replies
    • 17.2k views
    • 
    • Guest
    • March 9, 2004

40. 5500 Question, Profit Share Jan-2018

    By SJones, July 8, 2018   

    • cash-basis
    • accrual basis
    • 8 replies
    • 1.8k views
    • 
    • Kristina
    • July 9, 2018

41. Plan offers brokerage to only those with substantial balances - discri

    By MR, October 25, 2000
    • 8 replies
    • 2.8k views
    • 
    • MoJo
    • October 27, 2000

42. Failure to allow eligibles to enroll

    By Guest rush2112, March 3, 2009
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • March 5, 2009

43. Terminating Plan

    By Guest lforesz, May 12, 2003
    • 8 replies
    • 3.5k views
    • 
    • g8r
    • May 21, 2003

44. Salary deferral limit

    By jane123, September 12, 2003
    • 8 replies
    • 1.7k views
    • 
    • WDIK
    • September 15, 2003

45. Two different vesting schedules

    By doombuggy, September 12, 2005
    • 8 replies
    • 4.3k views
    • 
    • 401 Chaos
    • October 4, 2005

46. 415 excess - 8 cents

    By fiona1, March 8, 2011
    • 8 replies
    • 1.3k views
    • 
    • K2retire
    • March 9, 2011

47. Non-SH(k) adopted 2016 was supposed to be SH(k). Can convert to SH in 2016?

    By Florida1, June 15, 2016   

    • safe harbor
    • convvert
    • (and 1 more)

      Tagged with:

      • safe harbor
      • convvert
      • new plan
    • 8 replies
    • 1.3k views
    • 
    • Tom Poje
    • June 20, 2016

48. How are top-heavy testing and 410(b) testing coordinated?

    By John A, March 20, 2000
    • 8 replies
    • 4.8k views
    • 
    • Tom Poje
    • January 27, 2003

49. ADP/ACP Testing for a Controlled Group

    By msmith, September 17, 2015
    • 8 replies
    • 2.1k views
    • 
    • msmith
    • September 21, 2015

50. Targeted QNEC's

    By Guest blaum8, February 10, 2003
    • 8 replies
    • 3.7k views
    • 
    • Mike Preston
    • February 11, 2003