401(k) Plans

19,275 topics in this forum

1. Cost of Living Adjustments for 2001

   By Guest Laura, October 18, 2000
   • 8 replies
   • 3k views
   • 
   • Guest
   • December 11, 2000

2. Safe Harbor Taxable Fringe Benefit

   By austin3515, April 30, 2020
   • 8 replies
   • 1.8k views
   • 
   • Luke Bailey
   • May 1, 2020

3. Interest on Late Profit Sharing Plans

   By Stash026, March 22, 2021
   • 8 replies
   • 856 views
   • 
   • C. B. Zeller
   • April 16, 2021

4. Plan Rebalancing

   By TRDriver, September 21, 2021
   • 8 replies
   • 826 views
   • 
   • chc93
   • September 23, 2021

5. RMD Calculations - Are Receivables Included?

   By metsfan026, October 21, 2022
   • 8 replies
   • 2k views
   • 
   • Riley Britton
   • October 25, 2022

6. How do you obtain compensation info?

   By Lori H, March 16, 2010
   • 8 replies
   • 1.8k views
   • 
   • Jim Chad
   • March 19, 2010

7. Corrective Distributions on the SAR

   By cpc0506, March 5, 2018   

   • sar
   • 8 replies
   • 1k views
   • 
   • Belgarath
   • March 7, 2018

8. Options/Requirements for Balances <$10

   By Guest lhead7601, July 7, 2003
   • 8 replies
   • 1.5k views
   • 
   • david rigby
   • July 10, 2003

9. termination and rehire

   By Guest koolkidd, August 15, 2003
   • 8 replies
   • 2.1k views
   • 
   • ccassetty
   • August 15, 2003

10. RMD for Fiscal Year End plan

    By K-t-F, February 7, 2006
    • 8 replies
    • 9.8k views
    • 
    • WDIK
    • February 13, 2006

11. Failed ADP Test

    By goldtpa, October 27, 2010
    • 8 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 28, 2010

12. Late Discretionary Matching Contribution

    By ratherbereading, August 15, 2017   

    • late match
    • 8 replies
    • 2.2k views
    • 
    • TPAJake
    • August 17, 2017

13. Vesting and plan merger

    By 30Rock, November 21, 2023
    • 8 replies
    • 2k views
    • 
    • 30Rock
    • November 27, 2023

14. Key Employee Question

    By Guest jefe96, February 11, 2005
    • 8 replies
    • 1.5k views
    • 
    • austin3515
    • February 12, 2005

15. Hardship Withdrawals - new TPA procedure

    By Guest Aust916, May 13, 2010
    • 8 replies
    • 3.6k views
    • 
    • QDROphile
    • May 14, 2010

16. employee deferral BEFORE plan adoption

    By tpacpa, August 11, 2014   

    • 401(k)
    • 8 replies
    • 1.8k views
    • 
    • tpacpa
    • August 12, 2014

17. Change in Allocation Formula

    By Guest amm19, November 6, 2002
    • 8 replies
    • 1.6k views
    • 
    • KJohnson
    • November 8, 2002

18. New Comparability Plan

    By Guest AJM 34, October 1, 2007
    • 8 replies
    • 3.1k views
    • 
    • austin3515
    • October 3, 2007

19. 401k match contributions condition

    By Santo Gold, August 17, 2022
    • 8 replies
    • 1.1k views
    • 
    • BG5150
    • August 18, 2022

20. Late Contributions

    By Guest moorhan, September 5, 2001
    • 8 replies
    • 2.7k views
    • 
    • R. Butler
    • September 5, 2001

21. Son as Financial Advisor

    By Zoey, June 19, 2017
    • 8 replies
    • 1.9k views
    • 
    • Zoey
    • June 20, 2017

22. Changing EIN Number

    By Stash026, October 1, 2018
    • 8 replies
    • 2.1k views
    • 
    • jpod
    • October 2, 2018

23. Defaulted loans

    By ratherbereading, May 20, 2021   

    • loan default; deemed distribution
    • 8 replies
    • 1k views
    • 
    • BG5150
    • May 21, 2021

24. Owner of 2 businesses, not control group... Simple and 401k in same year

    By K-t-F, July 30, 2004
    • 8 replies
    • 1.6k views
    • 
    • K-t-F
    • August 4, 2004

25. Can a Money Purchase Pension Plan be merged into a 401(k) plan?

    By Guest Tara Curran, August 22, 2000
    • 8 replies
    • 5.4k views
    • 
    • Richard Anderson
    • February 7, 2001

26. plan expenses

    By Guest Betsy Oakey, September 28, 2006
    • 8 replies
    • 1.7k views
    • 
    • SteveH
    • September 28, 2006

27. Integration Level for Mid-Year New Entrant

    By Jed Macy, January 26, 2012
    • 8 replies
    • 2k views
    • 
    • austin3515
    • February 10, 2012

28. 401(k) Funds To Fund A New C Corp

    By Guest scottyd, August 2, 2007
    • 8 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007

29. 415 limit met, ok to reduce ps contrib to hce?

    By Guest jc1457, January 7, 2008
    • 8 replies
    • 1.5k views
    • 
    • QDROphile
    • January 8, 2008

30. Employee Salary Deferral Contribution Deadline for Solo 401(k)

    By Guest marco100, December 21, 2012
    • 8 replies
    • 13.5k views
    • 
    • Bird
    • February 8, 2019

31. precious metals in 401(k) Plan?

    By Jim Chad, August 12, 2014
    • 8 replies
    • 2.2k views
    • 
    • R. Butler
    • August 13, 2014

32. Profit Sharing Declared bu Not Funded

    By austin3515, December 14, 2015
    • 8 replies
    • 1k views
    • 
    • austin3515
    • December 15, 2015

33. Employer Cannot Fund SH Match

    By Dougsbpc, August 13, 2014
    • 8 replies
    • 1.2k views
    • 
    • BG5150
    • August 14, 2014

34. control group

    By S- Milwaukee, September 29, 2016   

    • failing combined testing.
    • 8 replies
    • 1.3k views
    • 
    • Tom Poje
    • October 4, 2016

35. Former employee has significant loss after funds changed without notic

    By Guest KGibson, December 4, 2000
    • 8 replies
    • 2k views
    • 
    • Erik Read
    • December 14, 2000

36. 2002 Inflation Adjusted Amounts Set Yet?

    By Alf, November 30, 2001
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 13, 2001

37. Safe harbor matching plan with discretionary contributions

    By Belgarath, September 29, 2016
    • 8 replies
    • 1.7k views
    • 
    • austin3515
    • October 6, 2016

38. Can a compnay cash out a 401(k) with unfinished paperwork?

    By Guest Michael Anderson, February 21, 2003
    • 8 replies
    • 1.4k views
    • 
    • RCK
    • February 21, 2003

39. Covered Comp for 2011

    By austin3515, December 28, 2010
    • 8 replies
    • 2k views
    • 
    • Tom Poje
    • January 20, 2011

40. Blackout notice needed?

    By jkharvey, January 28, 2011
    • 8 replies
    • 4.1k views
    • 
    • austin3515
    • January 31, 2011

41. Plan does not want to make Safe Harbor contribution-what happens?

    By JHalligan, October 26, 2022
    • 8 replies
    • 1.2k views
    • 
    • Bird
    • October 28, 2022

42. Disability Optional Forms of Distribution

    By Guest annabelle, March 29, 2005
    • 8 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • March 31, 2005

43. Charitable IRA contributions

    By lexi, September 28, 2006
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • November 28, 2006

44. basic top heavy

    By pmacduff, January 28, 2011
    • 8 replies
    • 1.2k views
    • 
    • BG5150
    • January 28, 2011

45. must it be 11g - ee incorrectly included

    By TPApril, May 9, 2023
    • 8 replies
    • 1.3k views
    • 
    • TPApril
    • May 15, 2023

46. Life Insurance in a Qualified Plan

    By Guest Karen Szy, November 8, 2001
    • 8 replies
    • 4.2k views
    • 
    • Belgarath
    • November 13, 2001

47. Compensation

    By k man, February 27, 2002
    • 8 replies
    • 2.1k views
    • 
    • Mike Preston
    • March 11, 2002

48. missed p/s contribution deadline

    By wsp, October 6, 2004
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • September 28, 2010

49. Control Group Testing Issue

    By Guest jkrad, September 1, 2005
    • 8 replies
    • 2.3k views
    • 
    • Mike Preston
    • September 9, 2005

50. Off Calendar Plans

    By justatester, January 28, 2013   

    • Calendar vs Plan Year
    • 8 replies
    • 3.6k views
    • 
    • ETA Consulting LLC
    • January 29, 2013