401(k) Plans

19,275 topics in this forum

1. Can top heavy plans exclude bonuses from compensation?

   By R. Butler, March 6, 2001
   • 2 replies
   • 2.4k views
   • 
   • AndyH
   • March 7, 2001

2. Contingent Benefit Rule

   By Guest StephenJ7976, December 11, 2009
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • December 11, 2009

3. Imputed income and IRC 3401 definition of comp

   By Guest Serena, August 30, 2010
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • August 30, 2010

4. Over contribution of Safe Harbor Match

   By Guest KRS401k, July 22, 2011
   • 3 replies
   • 2.4k views
   • 
   • 12AX7
   • July 23, 2011

5. 30 day notice for adding fund

   By khn, September 30, 2014
   • 3 replies
   • 2.4k views
   • 
   • QDROphile
   • September 30, 2014

6. Rehires and Rule of Parity

   By Towanda, September 18, 2023
   • 7 replies
   • 2.4k views
   • 
   • Towanda
   • September 21, 2023

7. QMAC CONTRIBUTIONS

   By blue, June 16, 2005
   • 0 replies
   • 2.4k views
   • 
   • blue
   • June 16, 2005

8. I have a question on excludable employees within a 401k Plan.

   By Guest Michael Anderson, June 1, 2001
   • 5 replies
   • 2.4k views
   • 
   • actuarysmith
   • June 1, 2001

9. Key Employee Determination

   By ErisaGeek, November 4, 2005
   • 1 reply
   • 2.4k views
   • 
   • buckaroo
   • November 15, 2005

10. Distributions from 401(k) plan when employer in bankruptcy?

    By erisageek1978, January 21
    • 13 replies
    • 2.4k views
    • 
    • Peter Gulia
    • January 22

11. Aggregating 401(k) balance with non-401(k) balance to get lower management fees

    By Guest mbg, May 9, 2006
    • 9 replies
    • 2.4k views
    • 
    • jpod
    • May 11, 2006

12. 1099 for Excess Contribution

    By Rob P, March 3, 2010
    • 8 replies
    • 2.4k views
    • 
    • Tom Poje
    • March 8, 2010

13. 1/2 self employment tax calculations

    By Guest smhjr, April 8, 2002
    • 7 replies
    • 2.4k views
    • 
    • Mike Preston
    • April 10, 2002

14. Gap Earnings on Corrective ADP excess

    By Guest Juice, October 20, 1999
    • 2 replies
    • 2.4k views
    • 
    • Ervin Barham
    • October 20, 1999

15. Can the shareholder-doctors' plan have a matching contribution if the

    By dmb, February 9, 2001
    • 17 replies
    • 2.4k views
    • 
    • Guest
    • February 16, 2001

16. Back to Shifting

    By buckaroo, September 17, 2008
    • 11 replies
    • 2.4k views
    • 
    • Tom Poje
    • March 6, 2009

17. Incorrect Distribution - Participant Still Employed

    By Guest UKH, May 7, 2002
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • May 8, 2002

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

    By ROBERT R. GIORDANO, September 14, 2023   

    • i
    • 3 replies
    • 2.4k views
    • 
    • Terry Power
    • September 20, 2023

19. salary deferral on tips

    By cpc0506, January 27, 2011
    • 3 replies
    • 2.4k views
    • 
    • rcline46
    • January 28, 2011

20. Prior year testing and QNEC

    By rcline46, August 26, 2010
    • 4 replies
    • 2.4k views
    • 
    • MWeddell
    • August 27, 2010

21. Rollover (Related or Unrelated)

    By Guest jkrad, May 10, 2005
    • 1 reply
    • 2.4k views
    • 
    • WDIK
    • May 11, 2005

22. Discretionary Contributions

    By Guest ccl, March 15, 2009
    • 2 replies
    • 2.4k views
    • 
    • Bird
    • March 16, 2009

23. Top Heavy Testing with Control Groups

    By Bruddah Kimo, October 22, 2008
    • 2 replies
    • 2.4k views
    • 
    • Bruddah Kimo
    • October 22, 2008

24. Retirement Distribution

    By jim241, May 10, 2018   

    • 401k
    • retirement
    • (and 2 more)

      Tagged with:

      • 401k
      • retirement
      • distributions
      • lump sum
    • 23 replies
    • 2.4k views
    • 
    • Luke Bailey
    • May 16, 2018

25. Amending match contribution to add last day/hours requirement

    By R. Butler, February 12, 2019
    • 6 replies
    • 2.4k views
    • 
    • dmwe
    • February 15, 2019

26. Stock Options and Key Employee "Owner" Definition

    By Guest joshuaadaniels, March 25, 2006
    • 1 reply
    • 2.4k views
    • 
    • R. Butler
    • March 28, 2006

27. Summary Plan Description

    By Guest mkelly, October 2, 2002
    • 4 replies
    • 2.4k views
    • 
    • Brian Gallagher
    • October 4, 2002

28. 401(k) deferral election exceeds available compensation (after deductions for payroll taxes, court ordered payments, loan repayments...)

    By Guest BL333, May 28, 2009
    • 2 replies
    • 2.4k views
    • 
    • Bird
    • May 29, 2009

29. Converting K1 to "plan wage" for cross test

    By jmartin, April 28, 2014
    • 2 replies
    • 2.4k views
    • 
    • jmartin
    • April 28, 2014

30. Partial Termination/Full termination

    By k man, November 22, 2005
    • 6 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • November 23, 2005

31. Contribution of treasury stock

    By lexi, April 12, 2007
    • 1 reply
    • 2.4k views
    • 
    • BeckyMiller
    • April 12, 2007

32. 401(k)(3)(F) Issue of Excluding NHCEs from ADP/ACP Test

    By Guest Edward McElroy, May 10, 1999
    • 1 reply
    • 2.4k views
    • 
    • MWeddell
    • May 11, 1999

33. Safe Harbor Plan and Merger

    By Guest PatF, March 22, 2005
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • March 25, 2005

34. Same desk rule?

    By k man, September 5, 2000
    • 7 replies
    • 2.4k views
    • 
    • pjkoehler
    • September 6, 2000

35. timing of profit sharing contribution for related employers

    By k man, April 18, 2006
    • 8 replies
    • 2.4k views
    • 
    • WDIK
    • April 19, 2006

36. -11(g) to Integrate at 50% of Wage Base

    By austin3515, February 22, 2018
    • 35 replies
    • 2.4k views
    • 
    • shERPA
    • February 28, 2018

37. Compensation in LLC under Plan

    By Guest alifarr, March 11, 2010
    • 5 replies
    • 2.4k views
    • 
    • austin3515
    • March 12, 2010

38. Exclude deferrals from bonus from SH Match?

    By jkharvey, April 13, 2018
    • 7 replies
    • 2.4k views
    • 
    • Luke Bailey
    • June 18, 2018

39. 401(k) loans

    By Guest rfopiano, August 4, 2001
    • 8 replies
    • 2.4k views
    • 
    • Jon Chambers
    • August 9, 2001

40. 5500 Due Date

    By Guest Jeff P, July 23, 1999
    • 10 replies
    • 2.4k views
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    • John A
    • September 20, 1999

41. Private Placement in 401(k) Plan

    By Jim Chad, September 13, 2012
    • 5 replies
    • 2.4k views
    • 
    • K2retire
    • September 14, 2012

42. 5500 AUDIT REPORT

    By Guest JB2, February 1, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • February 1, 1999

43. late matching contributions deposit associated with late deferrals & Form 5500

    By AdKu, December 1, 2016   

    • late matching contributions
    • Form 5500 schedule H line 4a
    • 10 replies
    • 2.4k views
    • 
    • benconsulting
    • December 3, 2016

44. definition of compensation for 401(k) safe harbor plans

    By Guest Jane Freeman, October 7, 2004
    • 4 replies
    • 2.4k views
    • 
    • Lori Friedman
    • October 8, 2004

45. 414(S) COMPENSATION TESTING

    By Guest MCKEL, January 15, 2008
    • 4 replies
    • 2.4k views
    • 
    • AndyH
    • January 18, 2008

46. Suspension Letter

    By Guest newport, December 7, 2010
    • 2 replies
    • 2.4k views
    • 
    • Kevin C
    • November 3, 2011

47. discretionary contribution deposit deadline

    By Kimberly S, December 16, 2008
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • December 17, 2008

48. Safe Harbor Match only to NHCEs?

    By CAR, November 30, 2006
    • 8 replies
    • 2.4k views
    • 
    • CAR
    • December 6, 2006

49. 402(g) Exceeded - Gain/Loss

    By Vlad401k, September 21, 2015
    • 2 replies
    • 2.4k views
    • 
    • Tom Poje
    • September 21, 2015

50. LLC, Retained Earnings and 401K plans

    By jsmith1985, September 17, 2016
    • 7 replies
    • 2.4k views
    • 
    • jsmith1985
    • September 24, 2016