401(k) Plans

19,275 topics in this forum

1. hardship grossed up for taxes

   By AlbanyConsultant, May 30, 2023
   • 7 replies
   • 1.6k views
   • 
   • Peter Gulia
   • June 5, 2023

2. How much notice must employees be given of 401(k) change?

   By Guest Attyinaz, March 21, 2001
   • 7 replies
   • 3.3k views
   • 
   • QDROphile
   • April 3, 2001

3. Partnership 401(k)'s

   By austin3515, November 13, 2002
   • 7 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • November 14, 2002

4. New or Succesor plan?

   By Guest WWPDRC, July 17, 2006
   • 7 replies
   • 2k views
   • 
   • Guest
   • July 19, 2006

5. EACA with Automatic Escalator

   By ErisaGooroo, July 5, 2018   

   • covered employee
   • eaca
   • (and 1 more)

     Tagged with:

     • covered employee
     • eaca
     • uniformity
   • 7 replies
   • 2.5k views
   • 
   • pmacduff
   • April 23, 2019

6. Who is the beneficiary?

   By ejohnke, January 12, 2023
   • 7 replies
   • 870 views
   • 
   • FormsRstillmylife
   • January 16, 2023

7. Securities Broker Giving Plan Sponsor Advice; Prohibited Transaction?

   By Guest RIA, September 11, 2007
   • 7 replies
   • 2.1k views
   • 
   • Bird
   • September 14, 2007

8. Lost Earnings on Safe Harbor 401(k) Contributions

   By Danny CPA, August 26, 2014
   • 7 replies
   • 2.3k views
   • 
   • Kevin C
   • August 29, 2014

9. Benefit Rights & Features Issue - Timing of PS Allocation?

   By moose401k, March 22, 2018   

   • brf issue
   • 7 replies
   • 1.2k views
   • 
   • Bird
   • March 23, 2018

10. Key Determination - Officer, need advice

    By stephen20, January 5, 2021
    • 7 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • January 6, 2021

11. Forfeiture Vested Funds due to embezzlement

    By Leslie Kalec, August 17, 2021
    • 7 replies
    • 1.4k views
    • 
    • MoJo
    • August 19, 2021

12. W-2 Comp & Health Insurance Wage Expense

    By TPApril, February 23
    • 7 replies
    • 1.1k views
    • 
    • Ilene Ferenczy
    • February 25

13. Must a partner draw a salary and receive a W-2 to participate in a 401k plan?

    By Guest longterminvestor, September 8, 2009
    • 7 replies
    • 21.8k views
    • 
    • Guest
    • September 9, 2009

14. Loans and Summer Leaves

    By austin3515, August 29, 2012
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • August 29, 2012

15. Can employee 401(k) contributions be made from severance pay?

    By Guest Sonia Kapoor, August 3, 2000
    • 7 replies
    • 24.2k views
    • 
    • Guest
    • August 10, 2000

16. How can a person defer on tip wages if base wages are lower than the d

    By Guest Marie Velen, March 1, 2001
    • 7 replies
    • 3.3k views
    • 
    • Medusa
    • April 6, 2001

17. solo 401(k)

    By Guest Pat Metallic, October 7, 2002
    • 7 replies
    • 2k views
    • 
    • Guest
    • October 9, 2002

18. Gateway Contribution Eligibility

    By MBCarey, December 5, 2003
    • 7 replies
    • 3.1k views
    • 
    • Tom Poje
    • December 5, 2003

19. Changed accrual requirements at the end of the year

    By Guest elirpa, February 5, 2004
    • 7 replies
    • 3.8k views
    • 
    • Guest
    • February 9, 2004

20. Safe Harbor Non Elective

    By Lori H, August 8, 2008
    • 7 replies
    • 2.4k views
    • 
    • BG5150
    • August 11, 2008

21. Profit Sharing contribution deposited after the tax return due date

    By Guest Tammy2006, May 5, 2006
    • 7 replies
    • 3.1k views
    • 
    • Archimage
    • May 5, 2006

22. Adoption of Non Safe Harbor 401(k) Plan

    By TPA Bob, December 10, 2018   

    • adoption
    • 7 replies
    • 716 views
    • 
    • Bob the Swimmer
    • December 11, 2018

23. Discretionary Match Discontinuance

    By austin3515, April 3, 2020
    • 7 replies
    • 891 views
    • 
    • Patricia Neal Jensen
    • April 6, 2020

24. Extra deferral deposited during the year

    By Jakyasar, October 10, 2023
    • 7 replies
    • 946 views
    • 
    • Jakyasar
    • October 10, 2023

25. Can employer amend 401(k) plan now (midyear) to provide for 3% safe harbor contribution?

    By Guest tws, October 3, 2003
    • 7 replies
    • 2k views
    • 
    • Guest
    • October 9, 2003

26. Does a disclaimer revive a beneficiary designation

    By EMB, June 30, 2022
    • 7 replies
    • 1.4k views
    • 
    • EMB
    • July 6, 2022

27. Reclassifying Salary Deferrals as Employer Contributions

    By Guest sacobb, December 16, 1999
    • 7 replies
    • 3.2k views
    • 
    • Tom Poje
    • April 30, 2008

28. profit sharing plan investment

    By Gary, July 15, 2010
    • 7 replies
    • 1.9k views
    • 
    • My 2 cents
    • July 16, 2010

29. forfeiture used for offset vs. reallocation

    By Guest ghal, June 1, 2012
    • 7 replies
    • 2.1k views
    • 
    • movedon
    • June 4, 2012

30. Start a 401k on 12/31/20 for 2020 Year

    By Gadgetfreak, January 5, 2021
    • 7 replies
    • 1.1k views
    • 
    • FORMER ESQ.
    • January 6, 2021

31. Can someone clarify?

    By Guest jhilliard, April 13, 2004
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • April 15, 2004

32. Safe Harbor, sort of

    By austin3515, September 7, 2011
    • 7 replies
    • 1.1k views
    • 
    • austin3515
    • September 8, 2011

33. Affililated Service Group

    By austin3515, October 29, 2013
    • 7 replies
    • 864 views
    • 
    • BG5150
    • October 30, 2013

34. Excluding union employees from safe harbor match?

    By Flyboyjohn, July 24, 2019   

    • union
    • safe harbor
    • 7 replies
    • 2.5k views
    • 
    • AMDG
    • August 6, 2019

35. How much can you contribute when plan year crosses calendar year

    By Alan Simpson, August 26, 1999
    • 7 replies
    • 1.5k views
    • 
    • Kathy
    • September 1, 1999

36. Deposit timing of PS $

    By doombuggy, October 14, 2014
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • October 24, 2014

37. Employee deferred prior to entry date

    By Renee H, February 24
    • 7 replies
    • 996 views
    • 
    • Bri
    • February 27

38. Catch-up

    By rlb64, May 24, 2005
    • 7 replies
    • 2.1k views
    • 
    • WDIK
    • May 25, 2005

39. Direct investments in the prefunded account?

    By hockptuey, December 13, 2023
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • December 14, 2023

40. HALLELUJAH! Rev Proc 2006-27 arrives!

    By Brenda Wren, May 5, 2006
    • 7 replies
    • 2.8k views
    • 
    • Tom Poje
    • May 8, 2006

41. Compensation for 3% SH Nonelective contribution

    By Guest NPS Darren, January 14, 2009
    • 7 replies
    • 7.5k views
    • 
    • Guest
    • August 30, 2010

42. Overfunding Contributions

    By Nassau, October 10, 2011
    • 7 replies
    • 3k views
    • 
    • Kevin C
    • October 11, 2011

43. The end of FBO's???

    By austin3515, March 27, 2014
    • 7 replies
    • 1.4k views
    • 
    • Peter Gulia
    • March 28, 2014

44. Calculating Gross Compensation from W-2 Involving RI-SDI

    By Silver, February 1, 2018   

    • sdi
    • tdi ri-sdi
    • (and 1 more)

      Tagged with:

      • sdi
      • tdi ri-sdi
      • gross compensation
    • 7 replies
    • 2k views
    • 
    • CuseFan
    • February 1, 2018

45. 2019 PS - now want to fund but already filed tax return

    By doombuggy, May 18, 2020
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • May 21, 2020

46. Deferrals from LLC Members

    By Guest saotampa, July 13, 2007
    • 7 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 13, 2007

47. form 5500 ez filing, no EIN only SSN

    By Lori H, October 3, 2008
    • 7 replies
    • 3.4k views
    • 
    • Guest
    • October 6, 2008

48. Employer wants to establish a new 401(k) but does not necessarily want employees participating

    By Lori H, October 13, 2010
    • 7 replies
    • 1.2k views
    • 
    • rcline46
    • October 14, 2010

49. Social Security Wage Base Skyrockets

    By austin3515, October 19, 2016
    • 7 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 19, 2016

50. Amendment: Waiver of Eligibility for one specific NHCE participant

    By Ahuntingus, December 13, 2021
    • 7 replies
    • 974 views
    • 
    • EBP
    • December 13, 2021