401(k) Plans

19,275 topics in this forum

1. CARES Act loan repayment suspension

   By Ian, August 1, 2020
   • 8 replies
   • 866 views
   • 
   • Bird
   • August 4, 2020

2. Hazard pay - state grant

   By Belgarath, September 29, 2020
   • 8 replies
   • 862 views
   • 
   • Belgarath
   • October 1, 2020

3. Define contributions used in Average Benefit Test

   By Guest DJean, February 16, 2001
   • 8 replies
   • 5.4k views
   • 
   • Richard Anderson
   • February 21, 2001

4. Loan Fees on SPD

   By Guest KJSpaeth, October 14, 2002
   • 8 replies
   • 2.3k views
   • 
   • Kirk Maldonado
   • October 15, 2002

5. 401(k) sponsor converts to employee leasing

   By Guest Mike Kimball, May 12, 1999
   • 8 replies
   • 1.8k views
   • 
   • Guest
   • May 17, 1999

6. Obligation to vet rollover recipient

   By austin3515, August 11, 2015
   • 8 replies
   • 1.3k views
   • 
   • Peter Gulia
   • August 12, 2015

7. Terminating Standardized 401 Plans - can anyone recommend an organizat

   By Guest dflin, September 22, 1999
   • 8 replies
   • 1.5k views
   • 
   • Guest
   • August 30, 2000

8. S-Corp Shareholder Compensation

   By ac, January 14, 2013
   • 8 replies
   • 12.4k views
   • 
   • ERISAGal
   • February 24, 2021

9. 1% key employees and options

   By Griswold, March 6, 2022
   • 8 replies
   • 1.2k views
   • 
   • Luke Bailey
   • March 10, 2022

10. ADP/ACP excess employer excise tax calculation

    By RRB, April 11, 2011
    • 8 replies
    • 4.3k views
    • 
    • Guest
    • August 14, 2013

11. timing of profit sharing contribution for related employers

    By k man, April 18, 2006
    • 8 replies
    • 2.4k views
    • 
    • WDIK
    • April 19, 2006

12. One to One correction

    By austin3515, August 2, 2012
    • 8 replies
    • 3.2k views
    • 
    • fiona1
    • August 6, 2012

13. Publisher - Graphic Designer... Control Group?

    By K-t-F, October 31, 2017   

    • control group
    • 8 replies
    • 780 views
    • 
    • Mike Preston
    • November 16, 2017

14. 5500EZ or SF

    By VirginiaTPA, July 8, 2021   

    • 5500
    • 5500ez
    • (and 2 more)

      Tagged with:

      • 5500
      • 5500ez
      • 5500sf
      • 5500 count
    • 8 replies
    • 890 views
    • 
    • BG5150
    • July 15, 2021

15. top paid group/top heavy

    By Chippy, August 14, 2013
    • 8 replies
    • 2.7k views
    • 
    • masteff
    • August 15, 2013

16. What is considered "by the deadline" for tax deductibility of contributions?

    By RAH401(k), September 14, 2018   

    • tax
    • deductions
    • (and 1 more)

      Tagged with:

      • tax
      • deductions
      • filing deadline
    • 8 replies
    • 1.8k views
    • 
    • Larry Starr
    • September 19, 2018

17. How do I obtain 401k information to roll over to an IRA?

    By Guest sgray, May 16, 1999
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 19, 1999

18. Non-U.S. Citizens in 401(k) Plan

    By Guest Kelly Igel, June 6, 2001
    • 8 replies
    • 10.9k views
    • 
    • Moe Howard
    • June 21, 2001

19. 401K Report Information

    By Guest pctesa, October 15, 2002
    • 8 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • October 16, 2002

20. 2002 Excessive employer withdrawal/contribution to my 401K

    By Guest blb, March 23, 2003
    • 8 replies
    • 2.1k views
    • 
    • 2muchstress
    • April 2, 2003

21. Implementation of Separate 401k and Keough?? and integration of existi

    By Guest Sppedraza, November 28, 2000
    • 8 replies
    • 2.2k views
    • 
    • KJohnson
    • December 6, 2000

22. Too Creative Design?

    By Jed Macy, November 21, 2001
    • 8 replies
    • 2.4k views
    • 
    • MWeddell
    • November 23, 2001

23. Common Control and Tax-Exempt Entities

    By JG-12, September 8, 2021
    • 8 replies
    • 981 views
    • 
    • JG-12
    • September 17, 2021

24. individual/solo 401(k) plans

    By Guest mporterst, June 30, 2005
    • 8 replies
    • 1.4k views
    • 
    • R. Butler
    • June 30, 2005

25. Missing Participants

    By Guest AdminFL, October 12, 2001
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • October 31, 2001

26. Deductible limit when an employer has both a DB and DC plan and at least one participant is covered by both plans

    By Lori Foresz, December 11, 2003
    • 8 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 12, 2003

27. Tiered match tied to service, not amount of deferrals

    By Guest TaxedToDeath, July 11, 2011
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • July 14, 2011

28. Forfeitures for Top Heavy

    By Madison71, March 28, 2012
    • 8 replies
    • 3.1k views
    • 
    • cpc0506
    • March 29, 2012

29. Beneficiary Distribution Options for Small Estates in California

    By ERISA-Bubs, December 22, 2017
    • 8 replies
    • 3.5k views
    • 
    • MoJo
    • December 26, 2017

30. Cost of late contribs--paid from plan?

    By BG5150, June 26, 2023
    • 8 replies
    • 890 views
    • 
    • Peter Gulia
    • June 26, 2023

31. Recover Embezzled Funds from Embezzler's 401k

    By Chris B, September 16, 2018   

    • 401k clawback embezzled funds
    • clawback
    • (and 2 more)

      Tagged with:

      • 401k clawback embezzled funds
      • clawback
      • embezzled
      • 401k
    • 8 replies
    • 2.6k views
    • 
    • Albert F
    • September 18, 2018

32. Are RMDs triggered once a distribution is taken?

    By asdfgdfa, August 16, 2019
    • 8 replies
    • 2k views
    • 
    • asdfgdfa
    • August 18, 2019

33. Two commingled plans in one trust fund?

    By ldr, March 8, 2021
    • 8 replies
    • 1k views
    • 
    • ldr
    • March 10, 2021

34. 401k Trustee

    By Guest pon66, September 20, 2001
    • 8 replies
    • 5.6k views
    • 
    • Guest
    • September 24, 2001

35. Match contribution with no definite formula

    By Guest At Peace, October 20, 2004
    • 8 replies
    • 2.1k views
    • 
    • WDIK
    • October 21, 2004

36. Can You Defer NOW for 2012?

    By Guest Jay345, February 25, 2013
    • 8 replies
    • 1.5k views
    • 
    • rcline46
    • February 27, 2013

37. Eligibility - Ft William Document

    By coleboy, May 31, 2018
    • 8 replies
    • 1.9k views
    • 
    • Doc Ument
    • June 4, 2018

38. Profit sharing plan vesting for departed employee?

    By Marsh, April 18, 2019
    • 8 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 22, 2019

39. What's the solution when it's discovered that the amount deducted for 2002 exceeded the HCE's deferral amount?

    By katieinny, November 4, 2003
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 2003

40. Count $0 comp EE's

    By Guest swiantj, August 9, 2001
    • 8 replies
    • 1.8k views
    • 
    • GBurns
    • August 10, 2001

41. Loan Consolidation Question

    By Spencer, February 21, 2002
    • 8 replies
    • 5.7k views
    • 
    • Guest
    • April 8, 2002

42. Possible Late Deferrals in Large Plan

    By Lucky32, September 7, 2023
    • 8 replies
    • 1.7k views
    • 
    • Lucky32
    • September 8, 2023

43. Mandatory Roth Catchups

    By FishOn, September 22
    • 8 replies
    • 2k views
    • 
    • Paul I
    • September 25

44. Can Prior Year Safe Harbor be stopped for HCE?

    By TPApril, April 21, 2020
    • 8 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 22, 2020

45. Deferring 100% of comp. How to reconcile to plan doc?

    By BG5150, November 3, 2021
    • 8 replies
    • 1.5k views
    • 
    • Kevin C
    • November 10, 2021

46. Are ACP Safe Harbor Contributions subject to withdrawal & allocati

    By Guest patom, January 30, 2001
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • February 5, 2001

47. Another Ineligible 401(k) Contribution Question

    By 401kAllTheWay, September 8, 2023   

    • correction method
    • 8 replies
    • 780 views
    • 
    • 401kAllTheWay
    • September 8, 2023

48. Is there such a thing . . .

    By Guest tintree73, January 27, 2004
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • January 28, 2004

49. Roth IRA Rollover back into 401(k)

    By mlp0816, May 12, 2016   

    • Roth
    • 8 replies
    • 1.3k views
    • 
    • mlp0816
    • May 12, 2016

50. Coverage/Discrimination Testing for Profit Sharing Contribution?

    By SRNPEBT, October 7, 2015
    • 8 replies
    • 3.6k views
    • 
    • Bird
    • October 12, 2015