401(k) Plans

19,275 topics in this forum

1. Compensation defined in a SPD

   By Guest rustymonty, March 23, 2005
   • 8 replies
   • 2.1k views
   • 
   • WDIK
   • March 25, 2005

2. 404 vs 415

   By Guest erepper, June 8, 2005
   • 8 replies
   • 1.6k views
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   • Archimage
   • June 8, 2005

3. Schedule P - and the point is?

   By Brenda Wren, October 13, 2005
   • 8 replies
   • 1.7k views
   • 
   • Kirk Maldonado
   • October 14, 2005

4. Looking for tips designing 401(k) plan for typical small employer scen

   By Guest SBlack, January 12, 2001
   • 8 replies
   • 1.8k views
   • 
   • Guest
   • January 18, 2001

5. Annuity Purchase Rates

   By austin3515, January 18, 2010
   • 8 replies
   • 4k views
   • 
   • Tom Poje
   • January 19, 2010

6. frozen 401k / loans & hardship distributions

   By KEM, September 15, 2021   

   • 401
   • 401 k
   • (and 11 more)

     Tagged with:

     • 401
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     • 401(k) loan
     • 401(k) plan
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     • hardship
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     • freeze
     • frozen
     • frozen plan
   • 8 replies
   • 2.1k views
   • 
   • Mike Preston
   • September 17, 2021

7. LLC / S Corp and the new PTET tax payment

   By DDB BN, January 11, 2022
   • 8 replies
   • 1.5k views
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   • BG5150
   • January 14, 2022

8. Owner wants separate plan from union

   By Guest Bear, December 7, 2004
   • 8 replies
   • 2.8k views
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   • SoCalActuary
   • December 8, 2004

9. key employee due to attribution

   By MJ Hartman, September 3, 2003
   • 8 replies
   • 3.4k views
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   • Guest
   • September 4, 2003

10. J&S in a Profit Sharing Plan

    By 52626, April 22, 2014
    • 8 replies
    • 4.6k views
    • 
    • Guest
    • June 19, 2014

11. ADP Test - Potential Catch-up Contributions in Multiple Plans

    By PensionPro, July 20, 2021
    • 8 replies
    • 901 views
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    • JackS
    • July 23, 2021

12. Last Day Rule

    By commishvp, February 9, 2007
    • 8 replies
    • 8.3k views
    • 
    • Guest
    • February 9, 2007

13. Money Purchase to 401k

    By Dazednconfused, January 18, 2010
    • 8 replies
    • 1.6k views
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    • D Lewis
    • January 19, 2010

14. Discontinuing Safe Harbor Contributions

    By austin3515, March 18, 2020
    • 8 replies
    • 2.6k views
    • 
    • RatherBeGolfing
    • March 20, 2020

15. Ability to Repay Plan Loan or limiting loans based on P's salary

    By Casey, March 26, 2003
    • 8 replies
    • 1.2k views
    • 
    • Casey
    • March 27, 2003

16. Changing the match formula in mid-year

    By Santo Gold, March 23, 2005
    • 8 replies
    • 7.5k views
    • 
    • Kirk Maldonado
    • March 25, 2005

17. Safe Harbor 401-k

    By KevinMc, November 16, 2016
    • 8 replies
    • 1.1k views
    • 
    • KevinMc
    • November 18, 2016

18. 401(a)(17) - Application to Salary Reductions

    By Guest bjg, January 6, 1999
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • January 8, 1999

19. Top Paid Group Election

    By Rena Breeding, April 24, 2020
    • 8 replies
    • 2k views
    • 
    • Rena Breeding
    • May 1, 2020

20. Pre 59 1/2 in-service withdrawals from profit sharing plan

    By Guest JER57, August 22, 2013
    • 8 replies
    • 9.4k views
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    • Kevin C
    • August 23, 2013

21. Exclusion OK?

    By austin3515, January 15, 2014
    • 8 replies
    • 1.4k views
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    • GMK
    • January 16, 2014

22. Forfeitures Not Used for SH... BUT

    By austin3515, February 2, 2016
    • 8 replies
    • 1.3k views
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    • AdKu
    • February 8, 2016

23. Excess Employer Contribution - Solo 401k

    By H2202, March 16, 2021
    • 8 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 17, 2021

24. Failed ADP test

    By Guest velll, July 6, 2004
    • 8 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 14, 2004

25. Contribution in year of termination

    By Guest esi-jht, June 29, 2006
    • 8 replies
    • 2.2k views
    • 
    • Locust
    • July 3, 2006

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

    By Guest rydercurry@hotmail.com, September 25, 2007
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • September 27, 2007

27. How do you correct an excess deposit to a deferral account?

    By Guest, February 21, 2001
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • February 22, 2001

28. Sole Proprietor

    By Guest robertcusick, December 15, 2009
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • July 3, 2011

29. Jelly of the month 401(k)

    By Mr Bagwell, January 11, 2017
    • 8 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • January 12, 2017

30. Rate of Match

    By Madison71, February 28, 2018
    • 8 replies
    • 928 views
    • 
    • mphs77
    • February 28, 2018

31. overdeposit of PS - de minimis refund?

    By TPApril, September 17, 2024
    • 8 replies
    • 707 views
    • 
    • Paul I
    • September 19, 2024

32. Forfeiture of residual vested balances

    By Guest kan, October 17, 2002
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • October 18, 2002

33. Distributed more than vested balance......

    By K-t-F, January 9, 2004
    • 8 replies
    • 1.4k views
    • 
    • K-t-F
    • January 12, 2004

34. Incorrect Distribution - Participant Still Employed

    By Guest UKH, May 7, 2002
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • May 8, 2002

35. Cross-Tested SafeHarbor 401(k)

    By Guest Fuzzy, December 12, 2002
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • December 18, 2002

36. Partnership rules for 402(g) - non-calendar Partner Year?

    By Guest Chaffee, July 7, 2004
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • July 13, 2004

37. Related Money Purchase Rollover in 401(k) Profit Sharing Plan

    By CLE401kGuy, January 16, 2014
    • 8 replies
    • 1.4k views
    • 
    • Bird
    • March 9, 2018

38. safe harbor match with HCE discretionary match

    By kgrant, August 6, 2018   

    • safe harbor
    • 8 replies
    • 3k views
    • 
    • kgrant
    • August 10, 2018

39. Investment Losses and 415 Refunds

    By Guest Luis G, January 8, 1999
    • 8 replies
    • 3.5k views
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    • John A
    • March 29, 2001

40. Help with TPA Error

    By Guest MaryMac, August 13, 2003
    • 8 replies
    • 2.1k views
    • 
    • ljr
    • August 15, 2003

41. Excess distributions before 2 1/2 months

    By Brian Gallagher, March 17, 2004
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • March 17, 2004

42. Inclusion of Ineligible employee

    By Guest emcscottey, December 17, 2006
    • 8 replies
    • 5.2k views
    • 
    • Guest
    • June 4, 2008

43. Exclude HCE from 3% safe harbor nonelective

    By alwaysaquestion, July 10, 2024
    • 8 replies
    • 1.7k views
    • 
    • Belgarath
    • July 15, 2024

44. Aggregate Testing for 401(k) Plans under same employer

    By Senior Pension Admin, July 7
    • 8 replies
    • 789 views
    • 
    • John Feldt ERPA CPC QPA
    • July 8

45. Controlled Group

    By Guest Twinky, June 2, 2008
    • 8 replies
    • 1.9k views
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    • BG5150
    • June 9, 2008

46. Multiple employer plan and Safe Harbor

    By PMC, June 29, 2006
    • 8 replies
    • 2.6k views
    • 
    • QDROphile
    • July 12, 2006

47. Catch-up cont only?

    By Guest DazedAndConfused, August 4, 2006
    • 8 replies
    • 2.2k views
    • 
    • stephen
    • August 10, 2006

48. Filed for penalty relief for failure to file 5500 years 2013-2020 . IRS says 2013-2015 not eligible for relief ?

    By supernole, December 20, 2022
    • 8 replies
    • 1.4k views
    • 
    • supernole
    • September 16, 2023

49. Controlled Groups and the Transition Rule

    By justatester, September 23, 2009
    • 8 replies
    • 2.7k views
    • 
    • justatester
    • September 24, 2009

50. Control Group Relationship? Family Aggragation?

    By Guest ButchElfers, May 23, 2006
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • May 26, 2006