401(k) Plans

19,319 topics in this forum

1. Amended 1065 - Additional PS?

   By austin3515, October 12, 2011
   • 13 replies
   • 2.8k views
   • 
   • mbozek
   • October 15, 2011

2. General Testing and BRF Testing

   By justatester, September 3, 2010
   • 6 replies
   • 2.8k views
   • 
   • Mike Preston
   • September 7, 2010

3. Company Acquisition

   By KateSmithPA, March 26, 2003
   • 7 replies
   • 2.8k views
   • 
   • Guest
   • March 27, 2003

4. In-plan Roth conversion & 5500

   By Monica Barnard, September 23, 2011
   • 4 replies
   • 2.8k views
   • 
   • Tom Poje
   • September 23, 2011

5. 1099 income

   By Chippy, December 19, 2019
   • 11 replies
   • 2.8k views
   • 
   • Below Ground
   • January 15, 2020

6. Incentive contributions to 401K

   By Guest bvanlente, November 18, 2001
   • 2 replies
   • 2.8k views
   • 
   • RCK
   • November 19, 2001

7. Different Eligibility Rules For Different Classes

   By Randy Watson, August 10, 2005
   • 6 replies
   • 2.8k views
   • 
   • Kirk Maldonado
   • August 17, 2005

8. 2006 1099R

   By blue, September 25, 2006
   • 3 replies
   • 2.8k views
   • 
   • Leopurrd
   • September 26, 2006

9. Converting a Simple IRA to a Safe Harbor 401(k)

   By mlp0816, September 25, 2014
   • 4 replies
   • 2.8k views
   • 
   • GMK
   • September 25, 2014

10. State Withholding Rules

    By austin3515, November 2, 2009
    • 3 replies
    • 2.8k views
    • 
    • PensionPro
    • November 2, 2009

11. Catch-up contributions when 415(c) limit but not 402(g) limit is exceeded

    By Guest Dave Peckham, January 6, 2004
    • 4 replies
    • 2.8k views
    • 
    • TBob
    • January 6, 2004

12. Deductibility of employer contributions.

    By Guest Barton Haag, September 20, 2000
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • September 22, 2000

13. Is spousal consent required to make required mimimum distributions?

    By Guest MikeD, February 12, 2004
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • February 12, 2004

14. Correcting an excess contribution for a participant

    By Guest Judy S, October 25, 2004
    • 7 replies
    • 2.8k views
    • 
    • Belgarath
    • October 27, 2004

15. Employee Participation Survey

    By Guest mr.pension, March 16, 2002
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • March 20, 2002

16. Aggregation Rules

    By Guest patdanielson, August 24, 2005
    • 4 replies
    • 2.8k views
    • 
    • Mike Preston
    • September 9, 2005

17. 5500 Review Requirement Calls from Wharton Group

    By Francis, April 14, 2020
    • 8 replies
    • 2.8k views
    • 
    • Mike Preston
    • July 12, 2021

18. How to start a Roth 401 k with a partnership

    By Guest rydercurry@hotmail.com, September 25, 2007
    • 8 replies
    • 2.8k views
    • 
    • Guest
    • September 27, 2007

19. 402g excess deferrals with Losses

    By zimbo, March 22, 2009
    • 3 replies
    • 2.8k views
    • 
    • Tom Poje
    • March 25, 2009

20. Overly generous employer

    By Santo Gold, March 23, 2007
    • 9 replies
    • 2.8k views
    • 
    • david rigby
    • March 27, 2007

21. Forfeiture Account Problem

    By Guest halencourt, January 22, 2003
    • 18 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • January 24, 2003

22. Failed ADP test -QNEC & TH contribution relationship

    By Pammie57, March 2, 2017
    • 4 replies
    • 2.8k views
    • 
    • Pammie57
    • March 3, 2017

23. Can a qualified US 401(k) Plan accept a rollover contribution from a Puero Rico 1165(a) Plan?

    By Guest erisamelissa, March 24, 2004
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • June 6, 2013

24. Restating Plan in Connection w/ New Vendor

    By austin3515, May 23, 2014
    • 20 replies
    • 2.8k views
    • 
    • Belgarath
    • June 3, 2014

25. 402g test

    By Guest Achilles, April 7, 2004
    • 2 replies
    • 2.8k views
    • 
    • Tom Poje
    • April 7, 2004

26. terminate 401(k) and start up a new one

    By thepensionmaven, October 25, 2016
    • 12 replies
    • 2.8k views
    • 
    • TPAJake
    • October 28, 2016

27. Statutory Exclusions

    By Guest Kemily, June 3, 2003
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • June 4, 2003

28. Prevailing Wage Formula Structured as a Match?

    By Purplemandinga, July 27, 2018
    • 11 replies
    • 2.8k views
    • 
    • Purplemandinga
    • July 30, 2018

29. Can you have 2 profit sharing plans under 1 employer, both of which co

    By MWeddell, December 10, 1999
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • December 10, 1999

30. Forfeitures Used to Pay Plan Expenses

    By Guest sao0308, July 26, 2006
    • 4 replies
    • 2.8k views
    • 
    • Bird
    • July 26, 2006

31. NRA in new plan's document

    By doombuggy, November 10, 2014   

    • normal retirement age
    • 10 replies
    • 2.8k views
    • 
    • Peter Gulia
    • November 11, 2014

32. Can 501(c)3 offer a 403(b) and a 401(k)?

    By Guest jusducki, January 11, 2007
    • 2 replies
    • 2.8k views
    • 
    • A Shot in the Dark
    • January 11, 2007

33. Can an employee change mind on loan and change to Hardship?

    By Guest J Samuelson, November 3, 1999
    • 5 replies
    • 2.8k views
    • 
    • MWeddell
    • November 8, 1999

34. Excess Profit Sharing Money's/ Can it be returned

    By sdix401k, February 24, 2004
    • 11 replies
    • 2.8k views
    • 
    • E as in ERISA
    • February 26, 2004

35. BRF - multiple vesting schedules

    By jaemmons, November 16, 2004
    • 7 replies
    • 2.8k views
    • 
    • jaemmons
    • November 18, 2004

36. Multiple Employer Plan - Safe Harbor Design

    By Guest SWadd, November 10, 2010
    • 3 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • November 10, 2010

37. 2002 401k for self employed

    By dmb, April 1, 2002
    • 16 replies
    • 2.8k views
    • 
    • Guest
    • June 14, 2002

38. Defined Contribution Plan with Cross-testing

    By Guest fender5150, August 29, 2007
    • 11 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 31, 2007

39. elapsed time method and ADP testing options

    By DMcGovern, January 9, 2009
    • 3 replies
    • 2.8k views
    • 
    • MWeddell
    • March 22, 2023

40. top heavy and former key employee

    By chc93, March 26, 2013
    • 2 replies
    • 2.8k views
    • 
    • chc93
    • March 26, 2013

41. top paid group/top heavy

    By Chippy, August 14, 2013
    • 8 replies
    • 2.8k views
    • 
    • masteff
    • August 15, 2013

42. "Un-terminating" a 401(k) Plan

    By Guest EMC, January 26, 2001
    • 2 replies
    • 2.8k views
    • 
    • david rigby
    • January 29, 2001

43. Blackout period

    By Rai401k, March 4, 2003
    • 10 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • March 4, 2003

44. Waiving Eligibility Temporarily

    By BLM, May 4, 2016
    • 5 replies
    • 2.8k views
    • 
    • david rigby
    • May 4, 2016

45. Loan

    By Guest kelly9522, December 9, 2002
    • 13 replies
    • 2.8k views
    • 
    • R. Butler
    • December 12, 2002

46. Participant Fee Disclosure

    By 401(k)athryn, June 8, 2018
    • 10 replies
    • 2.8k views
    • 
    • 401(k)athryn
    • June 12, 2018

47. independent contractor/employee

    By k man, July 30, 2007
    • 16 replies
    • 2.8k views
    • 
    • k man
    • August 2, 2007

48. ADP Failure/SCP/Reverse (Bottom Up) QNECs

    By Dawn Hafner, May 20, 2002
    • 13 replies
    • 2.8k views
    • 
    • Guest
    • April 2, 2003

49. Ineligible In-Service Withdrawal

    By emmetttrudy, March 30, 2009
    • 6 replies
    • 2.8k views
    • 
    • jlea
    • March 31, 2009

50. Retroactive Amendment to Add Related Employer?

    By Guest Cricket1, October 16, 2002
    • 3 replies
    • 2.8k views
    • 
    • austin3515
    • October 17, 2002