401(k) Plans

19,275 topics in this forum

1. SHNEC plus Enhanced Match

   By Guest KevinP, November 21, 2002
   • 15 replies
   • 2.4k views
   • 
   • Tom Poje
   • November 21, 2002

2. Pending Divorce

   By k man, June 28, 2001
   • 6 replies
   • 2.4k views
   • 
   • QDROphile
   • June 29, 2001

3. 401(k) Deferral Deposit Deadline - Self-Employed Individuals

   By Guest notapensiongeek, April 4, 2007
   • 2 replies
   • 2.4k views
   • 
   • Tom Poje
   • April 5, 2007

4. ADP/ACP Testing - Prior vs. Current

   By Guest ANNEBV, September 15, 1999
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • December 28, 1999

5. Switching Safe Harbor Types Under New Rules

   By PensionPro, March 7, 2016
   • 10 replies
   • 2.4k views
   • 
   • PensionPro
   • March 14, 2016

6. Recordkeeping Fees

   By Kent, May 16, 2015   

   • Fees
   • 8 replies
   • 2.4k views
   • 
   • ESOP Guy
   • May 18, 2015

7. Employer contributions for student loan payment

   By Eve Sav, July 6, 2018   

   • student loan debt
   • employer contributions tied to student loan payments
   • 14 replies
   • 2.4k views
   • 
   • Larry Starr
   • July 26, 2018

8. Adopting Employer

   By JMP, May 18, 2020
   • 11 replies
   • 2.4k views
   • 
   • JMP
   • May 21, 2020

9. New EPCRS procedures

   By Kimberly S, August 27, 2008
   • 16 replies
   • 2.4k views
   • 
   • Guest
   • September 3, 2008

10. IRA funds rolling into a retirement plan after EGTRRA

    By FundeK, July 13, 2004
    • 7 replies
    • 2.4k views
    • 
    • Bird
    • August 12, 2004

11. Last Day of Plan Year 12/30?

    By MarZDoates, January 12, 2006
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • January 14, 2006

12. Match and Top Heavy Minimum

    By austin3515, September 20, 2010
    • 14 replies
    • 2.4k views
    • 
    • austin3515
    • September 21, 2010

13. 401(k) Plan Termination

    By Guest Cookiemonster, March 29, 2004
    • 5 replies
    • 2.4k views
    • 
    • Just Me
    • April 2, 2004

14. Discretionary Matching Contribution Notice??

    By JG-12, October 27, 2022
    • 5 replies
    • 2.4k views
    • 
    • Peter Gulia
    • October 28, 2022

15. 415 limits on earned income and employee compensation

    By Guest egoldberg, March 19, 2001
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • March 21, 2001

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

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

17. Controlled Group Partial Plan Termination

    By PFranckowiak, February 2, 2010
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • February 2, 2010

18. Top-heavy questions relating to short plan years (short initial plan y

    By John A, February 25, 2002
    • 1 reply
    • 2.4k views
    • 
    • Belgarath
    • February 25, 2002

19. Taxation of Death Benefits in 401k plans

    By Guest DDDAY, October 17, 2000
    • 1 reply
    • 2.4k views
    • 
    • Mary Kay Foss
    • October 18, 2000

20. Can employer prepay a contribution? Idea: put it into a segregated emp

    By Guest LisaA, February 3, 2003
    • 8 replies
    • 2.4k views
    • 
    • Larry M
    • February 4, 2003

21. Safe Harbor Non-elective excludes certain HCEs

    By JJRetirement, April 24, 2017   

    • safe harbor 401(k)
    • highly compensated employees
    • (and 1 more)

      Tagged with:

      • safe harbor 401(k)
      • highly compensated employees
      • plan design
    • 5 replies
    • 2.4k views
    • 
    • BG5150
    • May 8, 2017

22. Severance pay eligible for deferral?

    By Guest Fred Reilly, March 20, 2000
    • 1 reply
    • 2.4k views
    • 
    • KJohnson
    • March 20, 2000

23. Top Heavy Determination / 401(k) Test Failure

    By Guest Kevin Mitch, June 28, 2011
    • 4 replies
    • 2.4k views
    • 
    • 12AX7
    • June 30, 2011

24. Employer doesn't want to let Rehire on plan immediately.

    By Guest Sara H, January 7, 2002
    • 16 replies
    • 2.4k views
    • 
    • KJohnson
    • January 9, 2002

25. 401(k) Plan - Uncashed Checks and Missing Participants

    By rocknrolls2, March 29, 2007
    • 1 reply
    • 2.4k views
    • 
    • WDIK
    • March 29, 2007

26. Does a QNEC contribution allocation formula need to be definitely dete

    By Richard Anderson, November 25, 2000
    • 3 replies
    • 2.4k views
    • 
    • MWeddell
    • November 28, 2000

27. Calculating Matching on Catchups Each Payroll

    By Guest stormfrog2000, January 23, 2006
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • February 6, 2006

28. Trustee change - how handle document??

    By Guest Michael Anderson, June 9, 2003
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • June 10, 2003

29. Hardship for refinancing of primary residence

    By karl, May 3, 2023
    • 14 replies
    • 2.4k views
    • 
    • Bri
    • May 9, 2023

30. Loan Repayment/Maternity Leave

    By Stash026, January 17, 2019
    • 3 replies
    • 2.4k views
    • 
    • 401_noob
    • January 17, 2019

31. QACA Safe Harbor Match & Testing

    By justatester, May 16, 2011
    • 2 replies
    • 2.4k views
    • 
    • justatester
    • May 16, 2011

32. ADP Refunds

    By 401_noob, March 11, 2016   

    • ADP
    • 3 replies
    • 2.4k views
    • 
    • 401_noob
    • March 16, 2016

33. Determining HCE's for first year of a new company

    By Guest Richard Scheer, September 13, 2000
    • 1 reply
    • 2.4k views
    • 
    • Richard Anderson
    • September 13, 2000

34. Controll group

    By Guest JFBEARB, September 13, 2002
    • 13 replies
    • 2.4k views
    • 
    • jaemmons
    • October 16, 2002

35. LLC Taxed as a Partnership - Prefunding Contributions

    By emmetttrudy, March 28, 2011
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • June 16, 2011

36. Terminated Employee???

    By nancy, July 10, 2002
    • 8 replies
    • 2.4k views
    • 
    • Earl
    • July 12, 2002

37. Deduction of Late Safe Harbor Contribution

    By JButtrick, July 19, 2007
    • 5 replies
    • 2.4k views
    • 
    • Tom Poje
    • July 19, 2007

38. Mergers & Acquistions

    By justatester, July 21, 2014   

    • When is BRF required?
    • 3 replies
    • 2.4k views
    • 
    • LMOC
    • March 30, 2015

39. LLC partner reducing LLC income to get W-2 from a client

    By AlbanyConsultant, November 4, 2005
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • November 4, 2005

40. Outstanding Loan When Terminated and then Rehired

    By Guest benefitsanalyst, July 30, 2009
    • 2 replies
    • 2.4k views
    • 
    • J Simmons
    • July 30, 2009

41. 401k forfeiture accounts

    By Guest Eric401k, February 12, 2009
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • February 12, 2009

42. Employer Stock for Matching Contributions

    By Guest FergyJR, November 19, 1998
    • 2 replies
    • 2.4k views
    • 
    • QDROphile
    • November 19, 1998

43. Bankruptcy filing by sponsor of a safe harbor 401(k) plan

    By Guest s.c.semler, June 12, 2002
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • June 12, 2002

44. Certifications & Limited scope audits

    By austin3515, September 12, 2002
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • October 3, 2002

45. 402(g) oops

    By Guest LWilson, June 11, 2002
    • 7 replies
    • 2.4k views
    • 
    • R. Butler
    • June 12, 2002

46. Top Heavy Agrgregation

    By KJohnson, February 25, 2000
    • 12 replies
    • 2.4k views
    • 
    • Guest
    • May 10, 2001

47. 414(s) Compensation from date of deferrals

    By rcline46, February 6, 2006
    • 11 replies
    • 2.4k views
    • 
    • WDIK
    • February 10, 2006

48. Retirment plan comparisons

    By FJR, April 25, 2002
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • May 1, 2002

49. Sample cover letter for Form 5300? Also, please confirm that changing prototype document provision makes our plan "individually designed"

    By Guest forum4, December 9, 2003
    • 1 reply
    • 2.4k views
    • 
    • Mike Preston
    • December 10, 2003

50. Commissions paid to owner of LLC filing as S Corp

    By legort69, May 5, 2021
    • 12 replies
    • 2.4k views
    • 
    • tom ford
    • May 28, 2024