401(k) Plans

19,320 topics in this forum

1. Top Heavy

   By Walter, November 14, 2019
   • 7 replies
   • 932 views
   • 
   • Mr Bagwell
   • November 14, 2019

2. Different EIN for 5500 and Form 945 filings?

   By Guest Commuter Rex, February 9, 2004
   • 7 replies
   • 3.1k views
   • 
   • Earl
   • February 13, 2004

3. Allocating cents to 401(k) subaccounts

   By Guest hk73, October 21, 2014
   • 7 replies
   • 1.6k views
   • 
   • Bird
   • October 23, 2014

4. In and out of Safe Harbor year to year

   By Guest BJContreary, November 27, 1998
   • 7 replies
   • 1.5k views
   • 
   • Dowist
   • September 15, 1999

5. After-Tax Contributions (Again!)

   By mjbais1489, May 8, 2025
   • 7 replies
   • 1.5k views
   • 
   • BenefitJack
   • May 13, 2025

6. Match of more than 100%

   By CJS07, June 18, 2009
   • 7 replies
   • 4.5k views
   • 
   • Kevin C
   • March 5, 2010

7. persuading Fidelity to fix an error

   By K2retire, June 4, 2015
   • 7 replies
   • 2.8k views
   • 
   • Kevin C
   • June 5, 2015

8. Safe Harbor and top heavy free ride

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

9. Safe Harbor contribution and eligibility

   By Guest EPS2, January 23, 2008
   • 7 replies
   • 16.2k views
   • 
   • Tom Poje
   • January 17, 2017

10. When does absent Employee cease to be an Employee of the Employer?

    By cheersmate, May 27, 2020   

    • 401k
    • eligibility
    • (and 2 more)

      Tagged with:

      • 401k
      • eligibility
      • inactive employee
      • absent without leave
    • 7 replies
    • 1.4k views
    • 
    • cheersmate
    • May 27, 2020

11. Seasonal employees in a 401k plan

    By Guest scott34, August 13, 2008
    • 7 replies
    • 3.4k views
    • 
    • BG5150
    • August 14, 2008

12. BRF Testing

    By justatester, July 22, 2009
    • 7 replies
    • 2.4k views
    • 
    • Jim Chad
    • July 28, 2009

13. Participant Loan Refinance

    By Guest deathbycashcall, January 12, 2011
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • January 13, 2011

14. Discretionary Match

    By PensionMonster, November 13, 2015
    • 7 replies
    • 2k views
    • 
    • austin3515
    • November 16, 2015

15. 1/2 self employment tax calculations

    By Guest smhjr, April 8, 2002
    • 7 replies
    • 2.5k views
    • 
    • Mike Preston
    • April 10, 2002

16. Financial Advisor requirement

    By wsp, June 15, 2006
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • June 20, 2006

17. Match Calculation

    By Rai401k, February 14, 2013
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • February 15, 2013

18. Audit Exemption

    By bzorc, October 21, 2021
    • 7 replies
    • 1.1k views
    • 
    • bzorc
    • October 25, 2021

19. Removing Roth Option

    By RestAssured, February 24, 2022
    • 7 replies
    • 788 views
    • 
    • #toomanyrules
    • March 18, 2022

20. Best Way To Access code and regs?

    By Guest FREE401k, May 20, 2002
    • 7 replies
    • 1.6k views
    • 
    • MGB
    • May 21, 2002

21. Prefunding a PS contribution

    By Guest chris4013, November 30, 2005
    • 7 replies
    • 2.5k views
    • 
    • AndyH
    • December 1, 2005

22. SH Match not made for HCEs only

    By RTB, May 25, 2017
    • 7 replies
    • 623 views
    • 
    • BG5150
    • May 26, 2017

23. Safe harbor match plus discretionary match

    By Belgarath, May 22, 2018
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • June 20, 2018

24. SH amount owed

    By Becky Schwing, September 26, 2019
    • 7 replies
    • 1.3k views
    • 
    • Larry Starr
    • September 27, 2019

25. Different levels of matching contributions

    By Guest dlm, January 14, 1999
    • 7 replies
    • 10.7k views
    • 
    • Guest
    • August 24, 2000

26. Correction of 402(g) excess by amending W2?

    By BG5150, August 24, 2023
    • 7 replies
    • 1.3k views
    • 
    • CuseFan
    • August 28, 2023

27. Former participant requests SPD and 5500

    By Guest jms370, April 9, 2002
    • 7 replies
    • 5.2k views
    • 
    • pjkoehler
    • April 11, 2002

28. Husband and Wife work together, Hub receives 1099... Cont Calc?

    By K-t-F, November 9, 2004
    • 7 replies
    • 4.1k views
    • 
    • K-t-F
    • November 9, 2004

29. Terminating a 401(k) Plan

    By Madison71, March 25, 2008
    • 7 replies
    • 3.4k views
    • 
    • Bird
    • June 9, 2008

30. New Controlled Group

    By PFranckowiak, October 24, 2017
    • 7 replies
    • 1.2k views
    • 
    • PFranckowiak
    • November 7, 2017

31. Retirement Allocation Condition

    By Vlad401k, January 13, 2021
    • 7 replies
    • 2.3k views
    • 
    • Cardscrazy
    • January 16, 2021

32. Participating ER - stop participating?

    By doombuggy, June 13, 2023
    • 7 replies
    • 1.6k views
    • 
    • Centerstage
    • July 19, 2023

33. Eligibility

    By Guest andmik, January 8, 2013
    • 7 replies
    • 1.6k views
    • 
    • rcline46
    • January 11, 2013

34. Non Discrimination Testing for Amendment Permitting Early Entry Into 401(k) Plan

    By PensionPro, February 25, 2022
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 8, 2022

35. Definition of Alternate Payee

    By Guest Thornton, August 30, 2002
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • August 30, 2002

36. Final 5500

    By Guest jefe96, October 31, 2005
    • 7 replies
    • 1.9k views
    • 
    • E as in ERISA
    • November 2, 2005

37. Catch-up contributions and QSLOB's

    By Guest tom mathews, December 11, 2001
    • 7 replies
    • 1.8k views
    • 
    • jaemmons
    • January 18, 2002

38. RMD - What comes first

    By PainPA, December 30, 2013   

    • RMD
    • 7 replies
    • 2.1k views
    • 
    • GMK
    • January 6, 2014

39. Includible Comp

    By austin3515, March 26, 2008
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • March 31, 2008

40. SAR and Final 5500

    By 30Rock, July 18, 2018
    • 7 replies
    • 3.1k views
    • 
    • Draper55
    • July 20, 2018

41. Owner and Union Employee at the same time?

    By BG5150, May 2, 2022
    • 7 replies
    • 1k views
    • 
    • Nate S
    • May 5, 2022

42. New Safe Harbor Plan by 10/1 & notice requirement

    By TPApril, September 23, 2022
    • 7 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • September 26, 2022

43. Electing out of Auto Enrollment

    By Guest carolina, August 21, 2007
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • August 22, 2007

44. ADP/coverage testing for control group

    By AKconsult, November 6, 2013
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • November 8, 2013

45. PARTICIPANT VESTING IN MERGERS AND SAME DESK RULES VERY ODD SET OF HAP

    By Guest ACM, April 5, 2000
    • 7 replies
    • 2.6k views
    • 
    • card
    • February 1, 2002

46. Unusual 401k Loan Issue

    By Guest dskmh, August 26, 2003
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • August 27, 2003

47. What is an "open" tax year ?

    By Guest hyper, May 3, 2005
    • 7 replies
    • 9.2k views
    • 
    • Guest
    • May 5, 2005

48. Employer sent in $15,500 and CPA did not run it through payroll

    By Jim Chad, March 6, 2009
    • 7 replies
    • 1.3k views
    • 
    • K2retire
    • March 8, 2009

49. Brain Teaser

    By M R Bernardin, April 23, 1999
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • April 29, 1999

50. Same desk rule?

    By k man, September 5, 2000
    • 7 replies
    • 2.5k views
    • 
    • pjkoehler
    • September 6, 2000