401(k) Plans

19,320 topics in this forum

1. Direct investments in the prefunded account?

   By hockptuey, December 13, 2023
   • 7 replies
   • 1.4k views
   • 
   • Bird
   • December 14, 2023

2. HALLELUJAH! Rev Proc 2006-27 arrives!

   By Brenda Wren, May 5, 2006
   • 7 replies
   • 2.9k views
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   • Tom Poje
   • May 8, 2006

3. Compensation for 3% SH Nonelective contribution

   By Guest NPS Darren, January 14, 2009
   • 7 replies
   • 7.6k views
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   • Guest
   • August 30, 2010

4. Overfunding Contributions

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

5. The end of FBO's???

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

6. 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
   • 2.2k views
   • 
   • CuseFan
   • February 1, 2018

7. 2019 PS - now want to fund but already filed tax return

   By doombuggy, May 18, 2020
   • 7 replies
   • 1.4k views
   • 
   • Bird
   • May 21, 2020

8. Deferrals from LLC Members

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

9. form 5500 ez filing, no EIN only SSN

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

10. 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

11. Social Security Wage Base Skyrockets

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

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

    By Ahuntingus, December 13, 2021
    • 7 replies
    • 1k views
    • 
    • EBP
    • December 13, 2021

13. can a change in vesting schedule affect a terminated employee?

    By Gudgergirl, July 7, 2014
    • 7 replies
    • 5.4k views
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    • Kevin C
    • July 8, 2014

14. Canadian citizens living and working in Canada, paid in Canadian curre

    By John A, February 27, 2003
    • 7 replies
    • 2.5k views
    • 
    • John A
    • March 4, 2003

15. Disproportionate Safe Harbor Match

    By Blackbirch, July 29, 2013   

    • Safe Harbor
    • Match
    • (and 2 more)

      Tagged with:

      • Safe Harbor
      • Match
      • Disproportionate Match
      • Safe Harbor Match
    • 7 replies
    • 4.2k views
    • 
    • masteff
    • August 5, 2013

16. 404(c) Implications of Elimination of an Investment Option and/or Imposition of a Cap

    By Guest wendycatherine, August 16, 2005
    • 7 replies
    • 1.8k views
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    • Guest
    • September 9, 2005

17. calculation of lost earnings

    By Guest semitek, October 10, 2006
    • 7 replies
    • 10.8k views
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    • austin3515
    • October 13, 2006

18. Top Paid Group

    By cpc0506, September 16, 2010
    • 7 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • September 16, 2010

19. Match based on incorrect compensation

    By oldman, August 30, 2012
    • 7 replies
    • 3.5k views
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    • 12AX7
    • September 6, 2012

20. Safe Harbor and laid-off employee

    By Guest etalia, July 29, 2013
    • 7 replies
    • 2.5k views
    • 
    • masteff
    • July 30, 2013

21. Solo 401k Investments in Startups with Plan Funds

    By dragondon, June 5, 2023
    • 7 replies
    • 733 views
    • 
    • Peter Gulia
    • June 7, 2023

22. SEP IRA In SAme Year as 401k

    By austin3515, March 28, 2017
    • 7 replies
    • 1.1k views
    • 
    • austin3515
    • March 28, 2017

23. Curing excess 402(g) deferral after separation of service?

    By matthny, December 14, 2021
    • 7 replies
    • 1.2k views
    • 
    • BG5150
    • December 17, 2021

24. DOL examination

    By Guest lbz123, January 5, 2010
    • 7 replies
    • 1.6k views
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    • Guest
    • January 12, 2010

25. safe Harbor Non-Elective contributions

    By mphs77, June 29, 2011
    • 7 replies
    • 3k views
    • 
    • 12AX7
    • June 30, 2011

26. Different Entry Dates - PS/401(k)

    By metsfan026, April 10, 2024
    • 7 replies
    • 729 views
    • 
    • John Feldt ERPA CPC QPA
    • April 11, 2024

27. Ineligible participant funds Salary Deferrals in Safe Harbor 401(k) Plan

    By Dougsbpc, March 20, 2023
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • March 22, 2023

28. SECOND REQUEST - are there any comparable provisions under ERISA AND T

    By fidu, January 17, 2002
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • January 22, 2002

29. NIPA vs. ASPA

    By Guest CCarter, June 6, 2002
    • 7 replies
    • 6.5k views
    • 
    • Guest
    • June 11, 2002

30. DB plan with a DC provision. Is this weird or what?

    By Guest perplexed, February 1, 2005
    • 7 replies
    • 2k views
    • 
    • g8r
    • February 8, 2005

31. If catch-up is being used in a 401(k) PS plan, is the maximum $42,000 increased by the amount of the catch up?

    By Guest stephentaft, October 5, 2005
    • 7 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 28, 2005

32. adp test and terminated participants

    By Chippy, May 21, 2014
    • 7 replies
    • 4.2k views
    • 
    • Chippy
    • May 28, 2014

33. Forfeitures & buy-back provisions in the plan doc

    By TPApril, July 8, 2014
    • 7 replies
    • 1.9k views
    • 
    • BG5150
    • July 9, 2014

34. RMD and post-tax contributions

    By RCK, October 8, 2002
    • 7 replies
    • 8.2k views
    • 
    • RCK
    • October 10, 2002

35. Short first year; in determining maximum compensation for the match calculation, how many months do I prorate the $200K limit? 1 or 2?

    By alexa, December 6, 2003
    • 7 replies
    • 1.8k views
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    • g8r
    • December 12, 2003

36. 401k Overcontribution Correction

    By Doghouse, March 27, 2018
    • 7 replies
    • 2k views
    • 
    • ERISAAPPLE
    • March 30, 2018

37. Early 401(k) Participation - Top Heavy Minimum Required?

    By Guest jvanheyde, November 14, 2002
    • 7 replies
    • 2.4k views
    • 
    • Tom Poje
    • November 15, 2002

38. Allocation of Forfeitures

    By anspai, March 26, 2009
    • 7 replies
    • 3.7k views
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    • BG5150
    • March 27, 2009

39. Mid-Plan Year Termination and Failed ADP Test

    By msmith, July 10, 2018
    • 7 replies
    • 2.4k views
    • 
    • msmith
    • July 14, 2018

40. Husband & Wife Solo PS Allocation

    By Basically, August 26, 2025
    • 7 replies
    • 2.6k views
    • 
    • Jakyasar
    • August 26, 2025

41. Distribution made directly from Employer and not trust

    By jkharvey, February 26, 2007
    • 7 replies
    • 1.4k views
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    • austin3515
    • February 27, 2007

42. PROHIBITED?

    By Guest CHRISTIE BOSS, November 7, 1998
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • November 11, 1998

43. Notice to Interested Parties - one notice for two plans sponsored by the same employer, permissible?

    By Guest Bud, June 22, 2005
    • 7 replies
    • 2k views
    • 
    • No Name
    • August 12, 2005

44. deadline to set up 401(k) Plan

    By Earl, December 13, 2007
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • December 14, 2007

45. Can a retirement plan by adopted by only one of two corporations owned

    By Guest Pat Metallic, May 8, 2001
    • 7 replies
    • 1.9k views
    • 
    • Moe Howard
    • May 10, 2001

46. Profit sharing wants to add end-of-year employment rule

    By CharlesLeggette, July 31, 2013
    • 7 replies
    • 2.4k views
    • 
    • 12AX7
    • August 1, 2013

47. Recoupment of overpayments

    By austin3515, August 16, 2024
    • 7 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • August 20, 2024

48. Maximum Participant Loan Duration

    By Guest Lisak, January 6, 2010
    • 7 replies
    • 1.5k views
    • 
    • BG5150
    • January 7, 2010

49. HCE determination in merged 401(k) plans

    By Guest Diane DuFresne, March 5, 2001
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • August 4, 2003

50. Safe Harbor Plan Terminating

    By Jilliandiz, June 23, 2005
    • 7 replies
    • 1.3k views
    • 
    • R. Butler
    • June 23, 2005