401(k) Plans

19,321 topics in this forum

1. Top Heavy contribution required

   By katieinny, October 13, 2009
   • 7 replies
   • 1.4k views
   • 
   • rcline46
   • October 13, 2009

2. 401(k) but no profit sharing

   By Santo Gold, February 24, 2006
   • 7 replies
   • 1.8k views
   • 
   • Santo Gold
   • February 25, 2006

3. Employer has been notified of "invalid" SSNs

   By cheersmate, April 17, 2019   

   • illegal aliens
   • invalid ssn
   • 7 replies
   • 3.5k views
   • 
   • cheersmate
   • April 23, 2019

4. Plan Termination Question

   By austin3515, June 15, 2015
   • 7 replies
   • 1.3k views
   • 
   • Bird
   • June 16, 2015

5. 401k Inservice Withdtrawal

   By Guest gaglitm, March 21, 2005
   • 7 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • March 21, 2005

6. 401K Audit Deferred Short Plan Year -Help!

   By 401Kquestions, October 2, 2019
   • 7 replies
   • 1.9k views
   • 
   • Larry Starr
   • October 4, 2019

7. Leased Employees = not fun

   By Guest smhjr, August 16, 2004
   • 7 replies
   • 2.2k views
   • 
   • Guest
   • August 20, 2004

8. LLC as an investment

   By Scuba 401, June 2, 2017
   • 7 replies
   • 1.1k views
   • 
   • MoJo
   • June 2, 2017

9. Application of MRD rules to a post-death 401(k) distribution

   By Guest erisafried, December 30, 2002
   • 7 replies
   • 2.2k views
   • 
   • mbozek
   • December 31, 2002

10. profit sharing scenario

    By wsp, August 25, 2006
    • 7 replies
    • 2k views
    • 
    • Guest
    • September 5, 2006

11. Testing issues-President of Co, but not employee - Controlled group of corps

    By Guest cosmo01, November 4, 2003
    • 7 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • November 5, 2003

12. Ratio % test means we're home free?

    By Flyboyjohn, April 8, 2013
    • 7 replies
    • 1.6k views
    • 
    • rcline46
    • April 9, 2013

13. Breaks in service while still employed

    By Loves401(k), February 20, 2018
    • 7 replies
    • 1.6k views
    • 
    • CJ Allen
    • February 22, 2018

14. 410b test for <500 hour non term ee

    By Guest billy bong, December 16, 1998
    • 7 replies
    • 4.8k views
    • 
    • Guest
    • December 21, 1998

15. Otherwise excludible - 0 NHCES

    By Guest Chris May, March 5, 2003
    • 7 replies
    • 1.4k views
    • 
    • Archimage
    • April 9, 2003

16. Safe Harbor Plan

    By Jilliandiz, January 31, 2006
    • 7 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 3, 2006

17. timing of 401k deposits

    By pmacduff, June 23, 2006
    • 7 replies
    • 4.8k views
    • 
    • Mike Preston
    • June 26, 2006

18. Trying to exclude seasonal employees

    By PMC, September 21, 2006
    • 7 replies
    • 2.3k views
    • 
    • Kevin C
    • September 21, 2006

19. Simultaneous Loan & Hardship

    By Guest Hunter401k, January 15, 2013
    • 7 replies
    • 2.1k views
    • 
    • K2retire
    • January 16, 2013

20. Rehire vesting after 14 years

    By Snicky, September 17, 2018
    • 7 replies
    • 5.3k views
    • 
    • ACK
    • September 21, 2018

21. Forfeitures of terminated plan.

    By Guest HD, January 28, 2000
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • January 29, 2000

22. Coverage Testing

    By 52626, November 2, 2023
    • 7 replies
    • 1.1k views
    • 
    • #toomanyrules
    • November 10, 2023

23. 401(k) Correction

    By Guest moltengater, April 11, 2005
    • 7 replies
    • 1.8k views
    • 
    • Tom Poje
    • April 12, 2005

24. 401k and 403b contribution limits

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

25. Employer required 401K?

    By Guest aoshell, June 28, 2001
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • July 4, 2001

26. EE newly eligible... not enrolled

    By K-t-F, April 21, 2004
    • 7 replies
    • 1.3k views
    • 
    • FJR
    • April 21, 2004

27. state law

    By stevena, October 12, 2005
    • 7 replies
    • 1.9k views
    • 
    • Locust
    • October 13, 2005

28. Employer withholding 401K info

    By Guest mel63129, June 25, 2008
    • 7 replies
    • 3.5k views
    • 
    • BG5150
    • June 27, 2008

29. Off-Calendar Top Heavy Test

    By Guest compliance31, August 6, 2012
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • August 8, 2012

30. Fiduciary Responsablities

    By Brian Gallagher, May 1, 2003
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • May 5, 2003

31. One-time nonelective contribution for acquired employees

    By 7806akp, February 21, 2011
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • February 22, 2011

32. W-2 Compensation

    By Guest Dumb & Dumber, July 12, 2011
    • 7 replies
    • 4.8k views
    • 
    • 401 Chaos
    • October 9, 2012

33. Advantage to limit deferrals to high % of comp?

    By mattmc82, December 29, 2014
    • 7 replies
    • 1.5k views
    • 
    • Peter Gulia
    • January 1, 2015

34. Reference Book? IRC?

    By justanotheradmin, March 14, 2016
    • 7 replies
    • 955 views
    • 
    • justanotheradmin
    • March 15, 2016

35. CEO receives 1099 compensation

    By nerd-party-administrator, March 12, 2020
    • 7 replies
    • 3.5k views
    • 
    • Luke Bailey
    • April 7, 2020

36. How do you freeze a 401(k)?

    By MeetMeInTheBackdoorRoth, May 16, 2022
    • 7 replies
    • 1k views
    • 
    • Luke Bailey
    • May 21, 2022

37. RMD non owner 72 in 2022 - retired in 2023

    By D Lewis, February 8, 2023
    • 7 replies
    • 697 views
    • 
    • D Lewis
    • February 9, 2023

38. ACP Testing in SH Match Plan

    By austin3515, March 5, 2007
    • 7 replies
    • 2.2k views
    • 
    • austin3515
    • March 7, 2007

39. SEP and 401(k)

    By Kimberly S, October 14, 2008
    • 7 replies
    • 1.5k views
    • 
    • Kimberly S
    • October 15, 2008

40. distributable event

    By Scuba 401, July 28, 2010
    • 7 replies
    • 3k views
    • 
    • masteff
    • July 29, 2010

41. 401(k) Plans

    By Guest Tennis, June 14, 2002
    • 7 replies
    • 2k views
    • 
    • mbozek
    • June 22, 2002

42. Establishment of a successor plan

    By Guest JBeck, April 12, 2005
    • 7 replies
    • 2.6k views
    • 
    • austin3515
    • April 14, 2005

43. timely deposit of deferrals to 'plan holding account', but not to participant accounts

    By AlbanyConsultant, July 14, 2021
    • 7 replies
    • 738 views
    • 
    • Bill Presson
    • July 15, 2021

44. 414(s) Compensation Test on Deferrals

    By Inquiring Mind, March 5, 2024
    • 7 replies
    • 3.5k views
    • 
    • MDCPA
    • March 7, 2024

45. IRA contr and 401(k)

    By Guest Brenda Schachle, May 21, 2003
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • May 22, 2003

46. Cutoff for receivable

    By Ehill, July 13, 2016
    • 7 replies
    • 6k views
    • 
    • hr for me
    • July 14, 2016

47. Multiple Employer Plan

    By Guest texasactuary, September 9, 2004
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • September 10, 2004

48. Deferrals withheld from Excluded Compensation

    By 401(k)athryn, November 10, 2016
    • 7 replies
    • 2.3k views
    • 
    • 401(k)athryn
    • November 17, 2016

49. Ineligible Participants Allowed To Defer

    By metsfan026, August 2, 2022
    • 7 replies
    • 1.8k views
    • 
    • Luke Bailey
    • August 4, 2022

50. Definition of Benefits, Rights and Features.

    By Guest Ofraser, December 31, 2002
    • 7 replies
    • 6.8k views
    • 
    • mbozek
    • January 3, 2003