401(k) Plans

19,275 topics in this forum

1. Alternative Investment

   By ejohnke, July 1, 2024
   • 8 replies
   • 1.2k views
   • 
   • Belgarath
   • July 3, 2024

2. Plan Aggregation

   By Guest Hgreer, November 15, 2013
   • 8 replies
   • 2.5k views
   • 
   • Guest
   • November 19, 2013

3. Question about controlled groups

   By Guest ANON-MD, June 25, 2009
   • 8 replies
   • 1.3k views
   • 
   • Guest
   • June 26, 2009

4. Solo 401k w/ Missing 5500's for Many Years

   By austin3515, July 28, 2010
   • 8 replies
   • 2.7k views
   • 
   • Bird
   • July 29, 2010

5. Blackout Notice

   By OSU, December 30, 2017
   • 8 replies
   • 2.5k views
   • 
   • Pam Shoup
   • January 2, 2018

6. Hardship Distributions

   By Belgarath, June 29, 2023
   • 8 replies
   • 1.7k views
   • 
   • Peter Gulia
   • July 5, 2023

7. Definition of Comp & match

   By ombskid, April 29, 2008
   • 8 replies
   • 2.2k views
   • 
   • austin3515
   • May 5, 2008

8. Union Plan - Union Covers all Full-Time Ee;s

   By austin3515, October 27, 2012
   • 8 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • November 5, 2012

9. Decreasing Tiered Profit Sharing Formula

   By EagerToKnow, June 20, 2019
   • 8 replies
   • 1.1k views
   • 
   • shERPA
   • June 21, 2019

10. husband and wife - solo k plan

    By cpc0506, October 10, 2022
    • 8 replies
    • 1.2k views
    • 
    • Nate S
    • October 19, 2022

11. 401(k) to replace Simple IRA

    By Guest MrBoldman, February 7, 2005
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • February 11, 2005

12. Termination of Safe Harbor 401(k)

    By k man, March 5, 2007
    • 8 replies
    • 2.3k views
    • 
    • Jim Chad
    • March 9, 2007

13. In-Service Distribution

    By FishOn, December 12, 2022
    • 8 replies
    • 1.6k views
    • 
    • Bill Presson
    • December 13, 2022

14. Buy back - restoration

    By PMC, December 4, 2008
    • 8 replies
    • 1.5k views
    • 
    • BG5150
    • December 8, 2008

15. rule of parity

    By austin3515, June 25, 2009
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • June 29, 2009

16. Rehired Employee - “buy-back” of forfeited amounts

    By Nassau, December 6, 2011
    • 8 replies
    • 3.6k views
    • 
    • masteff
    • December 13, 2011

17. Hardship Withdrawal due to pandemic

    By sb0828, June 10, 2020
    • 8 replies
    • 2.3k views
    • 
    • Peter Gulia
    • June 11, 2020

18. Cross-Tested Plan w/ QNEC to Pass ADP Testing

    By austin3515, January 24, 2021
    • 8 replies
    • 1.9k views
    • 
    • C. B. Zeller
    • January 25, 2021

19. 401k

    By Guest Stras, June 7, 2001
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • July 2, 2001

20. 401(k) Plan and Sole Proprietor

    By bzorc, August 1, 2006
    • 8 replies
    • 2k views
    • 
    • Guest
    • August 2, 2006

21. Uni-K to Corp 401(k) Plan

    By PMC, October 23, 2007
    • 8 replies
    • 2.1k views
    • 
    • austin3515
    • October 23, 2007

22. Payroll shifts from bi-weekly to monthly for person w/ loan

    By BG5150, September 19, 2008
    • 8 replies
    • 3.4k views
    • 
    • R. Butler
    • September 22, 2008

23. Multiple Match formulas

    By dmb, March 17, 2011
    • 8 replies
    • 3k views
    • 
    • Bill Presson
    • March 18, 2011

24. 11(g) amendment

    By Chippy, March 10, 2021
    • 8 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • August 13, 2021

25. Forfeiture Reversion to Employer (sort of) ?

    By legort69, November 7, 2018
    • 8 replies
    • 1.5k views
    • 
    • ERISAAPPLE
    • November 9, 2018

26. are flat fees reasonable

    By TPApril, April 17, 2014
    • 8 replies
    • 2.9k views
    • 
    • Kevin C
    • April 21, 2014

27. ASPA Question

    By stevena, August 12, 2003
    • 8 replies
    • 2.8k views
    • 
    • david rigby
    • August 12, 2003

28. Self Employment Income determination

    By Rose, September 11, 2023
    • 8 replies
    • 2.2k views
    • 
    • Zinco
    • August 5

29. Terminated Plan - final 5500

    By Florence, January 9, 2022
    • 8 replies
    • 1.4k views
    • 
    • Bird
    • January 11, 2022

30. Amount of Match Reduced By Profit Sharing Contribution?

    By KJohnson, February 2, 2000
    • 8 replies
    • 1.7k views
    • 
    • MWeddell
    • February 7, 2000

31. Short sponsor year and full plan year

    By Jakyasar, March 8, 2024
    • 8 replies
    • 1.1k views
    • 
    • Paul I
    • March 12, 2024

32. Minority Law partner and Self Employed consultant

    By RayJJohnsonJr, April 7, 2010
    • 8 replies
    • 1.5k views
    • 
    • Jim Chad
    • April 13, 2010

33. Need Straight Answers on HCE & Annual Addition Issues

    By Guest JBarn, November 29, 2000
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • December 12, 2000

34. QDRO where both are participants...

    By austin3515, May 9, 2011
    • 8 replies
    • 1.3k views
    • 
    • david rigby
    • May 10, 2011

35. True-Ups Due to Catch-Ups

    By 401 Chaos, November 19, 2013
    • 8 replies
    • 2.5k views
    • 
    • Kevin C
    • November 20, 2013

36. May a young child participate in a safe-harbor 401(k) retirement plan?

    By Peter Gulia, January 4, 2018
    • 8 replies
    • 2.5k views
    • 
    • Larry Starr
    • January 8, 2018

37. Prior Year Term and Profit Sharing Contribution

    By 401kQ's, August 1, 2018
    • 8 replies
    • 1.7k views
    • 
    • 401kQ's
    • August 2, 2018

38. Controlled Group ADP/ACP Testing

    By msmith, March 12, 2009
    • 8 replies
    • 9.3k views
    • 
    • Tom Poje
    • March 19, 2009

39. Rollover to a foreign country

    By Karoline Curran, September 19, 2018
    • 8 replies
    • 1.8k views
    • 
    • Larry Starr
    • October 1, 2018

40. Document says all assets are held at this brokerage firm

    By Jim Chad, May 16, 2016
    • 8 replies
    • 961 views
    • 
    • austin3515
    • May 23, 2016

41. Form 5500 for 2000

    By Brenda Wren, January 21, 2000
    • 8 replies
    • 2k views
    • 
    • imchipbrown
    • February 8, 2000

42. Calculate an EBRA for a participant over Plan's Normal Retirement Age

    By Alex Daisy, January 26, 2009
    • 8 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 29, 2009

43. Help - Misguided CPA!

    By Guest PLHart, September 29, 1999
    • 8 replies
    • 1.9k views
    • 
    • GBurns
    • October 22, 1999

44. ineligible solo 401k

    By Pixie, September 12, 2024
    • 8 replies
    • 1k views
    • 
    • Pixie
    • September 19, 2024

45. Company Stock Limits

    By Guest btooz, July 25, 2002
    • 8 replies
    • 2.2k views
    • 
    • RCK
    • July 31, 2002

46. Incorrect Elective Deferral

    By AAS2, February 23, 2017   

    • elective deferral
    • correction
    • (and 1 more)

      Tagged with:

      • elective deferral
      • correction
      • payroll period
    • 8 replies
    • 3.3k views
    • 
    • CuseFan
    • February 24, 2017

47. can we create a plan for 3 partners in 2019

    By thepensionmaven, December 3, 2019
    • 8 replies
    • 816 views
    • 
    • C. B. Zeller
    • December 5, 2019

48. Prohibited Transactions within a 401(k) Plan

    By Guest Jeramy P. Lembeck, January 30, 2000
    • 8 replies
    • 2.3k views
    • 
    • Scuba 401
    • February 8, 2000

49. Another LTPT Inquiry

    By thepensionmaven, June 27
    • 8 replies
    • 791 views
    • 
    • RatherBeGolfing
    • June 30

50. 401k deposit timeliness

    By Santo Gold, September 22, 2006
    • 8 replies
    • 3.6k views
    • 
    • austin3515
    • September 24, 2006