401(k) Plans

19,319 topics in this forum

1. Neglected Solo 401k

   By cybertruck, January 30, 2020
   • 6 replies
   • 2.6k views
   • 
   • cybertruck
   • January 31, 2020

2. ADP/ACP Testing Method Change

   By Guest Henry P. Schneider, February 24, 2003
   • 9 replies
   • 2.6k views
   • 
   • Blinky the 3-eyed Fish
   • March 27, 2003

3. Loan Repayment Beyond 5 Year after Deemed Distribution

   By ERISA11, October 25, 2017   

   • loan default
   • deemed distribution
   • (and 2 more)

     Tagged with:

     • loan default
     • deemed distribution
     • maximum repayment period
     • repayment
   • 6 replies
   • 2.6k views
   • 
   • chc93
   • October 26, 2017

4. 401k and 403b contribution limits

   By steve-o, February 24, 2006
   • 7 replies
   • 2.6k views
   • 
   • steve-o
   • February 28, 2006

5. Def of HCE and elections

   By Guest Pension Girl, March 12, 2010
   • 9 replies
   • 2.6k views
   • 
   • cpc0506
   • March 20, 2010

6. correct amount to report on 1099

   By k man, July 8, 2004
   • 20 replies
   • 2.6k views
   • 
   • TBob
   • July 13, 2004

7. Reinstate fofeitured balance upon rehire

   By Guest Lisak, August 12, 2008
   • 4 replies
   • 2.6k views
   • 
   • Tom Poje
   • August 13, 2008

8. Too much match from Too much Compensation

   By Mr Bagwell, February 27, 2017   

   • match
   • 4 replies
   • 2.6k views
   • 
   • Mr Bagwell
   • February 28, 2017

9. Deceased Participant no beneficiary

   By MBCarey, March 17, 2009
   • 4 replies
   • 2.6k views
   • 
   • J Simmons
   • March 17, 2009

10. guidance on fund mapping?

    By Guest cherryred, November 26, 2002
    • 2 replies
    • 2.6k views
    • 
    • MWeddell
    • November 26, 2002

11. Deferral procedures

    By Belgarath, June 15, 2015
    • 13 replies
    • 2.6k views
    • 
    • Belgarath
    • June 17, 2015

12. Catch-up and off-plan years

    By fiona1, November 14, 2012
    • 20 replies
    • 2.6k views
    • 
    • Kevin C
    • November 21, 2012

13. Different Levels of Match

    By jkharvey, November 9, 2007
    • 11 replies
    • 2.6k views
    • 
    • Tom Poje
    • November 12, 2007

14. Deemed IRA

    By Brenda Wren, July 28, 2004
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • August 3, 2004

15. Distribution checks deposited in employer checking account

    By Guest 5500, January 6, 2005
    • 11 replies
    • 2.6k views
    • 
    • Bird
    • January 10, 2005

16. 2-year eligibility

    By FJR, September 17, 2002
    • 4 replies
    • 2.6k views
    • 
    • Tom Poje
    • September 18, 2002

17. Safe Harbor in Top Heavy Plan

    By ombskid, March 10, 2011
    • 6 replies
    • 2.6k views
    • 
    • BG5150
    • March 10, 2011

18. compensation cap

    By masteff, June 2, 2008
    • 8 replies
    • 2.6k views
    • 
    • BG5150
    • June 3, 2008

19. ADP Compensation Testing

    By Guest SPOT, May 10, 2002
    • 4 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2002

20. Failed Coverage Test

    By Guest grazetti, October 13, 2005
    • 5 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • October 14, 2005

21. Hardship Distribution

    By Guest John Makarevich, June 23, 2007
    • 9 replies
    • 2.6k views
    • 
    • masteff
    • June 26, 2007

22. Contest

    By Guest koolkidd, January 7, 2005
    • 9 replies
    • 2.6k views
    • 
    • KJohnson
    • January 12, 2005

23. Section 125 Cafeteria benefits and deferral into 401k plan

    By 30Rock, December 6, 2014
    • 4 replies
    • 2.6k views
    • 
    • GBurns
    • December 9, 2014

24. Elective Deferrals

    By Guest Don123, October 14, 2005
    • 10 replies
    • 2.6k views
    • 
    • Beltane
    • October 20, 2005

25. RMDs for off calendar plan years

    By ratherbereading, October 24, 2022
    • 3 replies
    • 2.6k views
    • 
    • Lou S.
    • October 24, 2022

26. Compensation definition for safe harbor match only

    By Belgarath, August 30, 2013
    • 5 replies
    • 2.6k views
    • 
    • Belgarath
    • September 3, 2013

27. related match for ADP failure

    By Tom Poje, January 23, 2006
    • 4 replies
    • 2.6k views
    • 
    • E as in ERISA
    • January 23, 2006

28. Employer Won't Safe Harbor Plan: Other Options?

    By 401kquestion, February 22, 2015
    • 20 replies
    • 2.6k views
    • 
    • mbozek
    • February 27, 2015

29. Per Payroll Match

    By Guest CygnusX1, February 3, 2006
    • 7 replies
    • 2.6k views
    • 
    • goldtpa
    • July 29, 2006

30. Safe Harbor to prior year term?

    By jmartin, March 1, 2018
    • 15 replies
    • 2.6k views
    • 
    • Tom Poje
    • March 9, 2018

31. Top heavy determination. Subtract receivable or not?

    By jkharvey, July 8, 2005
    • 2 replies
    • 2.6k views
    • 
    • R. Butler
    • July 11, 2005

32. Last Day Allocation Condition Beyond Plan Year

    By Gruegen, August 28, 2007
    • 5 replies
    • 2.6k views
    • 
    • SavingsRUS
    • March 23, 2015

33. Solo k for Sole Proprietor - Computation of Contributions for Proprietor Based on Earned Income

    By rocknrolls2, September 22, 2021
    • 13 replies
    • 2.6k views
    • 
    • Mike Preston
    • September 25, 2021

34. Correcting Accounting / Investment Errors

    By Guest RV, May 26, 1999
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • March 3, 2000

35. QDRO for Top Hat Plan

    By ERISA25, August 6, 2009
    • 4 replies
    • 2.6k views
    • 
    • mbozek
    • August 7, 2009

36. Safe Harbor and top heavy free ride

    By Tom Poje, July 24, 2006
    • 7 replies
    • 2.6k views
    • 
    • Tom Poje
    • August 25, 2006

37. Fronting Loan Or Distribution Proceeds

    By Disco Stu, February 22, 2002
    • 11 replies
    • 2.6k views
    • 
    • Guest
    • February 26, 2002

38. hardship withdrawal for inmate

    By Guest cc1898, July 14, 2006
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • July 14, 2006

39. Loan repayments from Severance pay

    By Guest Lisak, June 18, 2008
    • 3 replies
    • 2.6k views
    • 
    • JanetM
    • June 18, 2008

40. Prior record keeper refuses to do final valuation

    By Guest paradigm, July 25, 2002
    • 16 replies
    • 2.6k views
    • 
    • Guest
    • August 9, 2002

41. b 401(k) Plan moved to a Pooled Employer Plan

    By ROBERT R. GIORDANO, September 14, 2023   

    • i
    • 3 replies
    • 2.6k views
    • 
    • Terry Power
    • September 20, 2023

42. Multiple Match Safe Harbor

    By ConnieStorer, October 26, 2010
    • 10 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

43. 100% of pay

    By pmacduff, June 24, 2002
    • 7 replies
    • 2.6k views
    • 
    • Archimage
    • June 26, 2002

44. Loan rollover to IRA

    By PS, March 4, 2021
    • 5 replies
    • 2.6k views
    • 
    • Pam Shoup
    • March 5, 2021

45. Form 5330

    By 12AX7, October 23, 2012
    • 14 replies
    • 2.6k views
    • 
    • 12AX7
    • October 25, 2012

46. Employer contributions to a HSA made through a Section 125 plan - income for 401k plan purposes?

    By Belgarath, January 25, 2022
    • 9 replies
    • 2.6k views
    • 
    • Belgarath
    • January 28, 2022

47. safe harbor 401k rules for 2000

    By Guest rhp, January 17, 2000
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • January 21, 2000

48. Multiple Employer Deferral Deposit Timing

    By Below Ground, June 23, 2006
    • 18 replies
    • 2.6k views
    • 
    • WDIK
    • June 29, 2006

49. Proper ADP compensation for testing

    By Guest 410b, May 6, 2009
    • 5 replies
    • 2.6k views
    • 
    • rcline46
    • May 6, 2009

50. Forfeitures and QNEC's

    By Guest welcomehome, March 5, 2004
    • 5 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • March 10, 2004