401(k) Plans

19,275 topics in this forum

1. 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
   • 2k views
   • 
   • CuseFan
   • February 1, 2018

2. Calculating K-1 earnings for 401(k) plan purposes

   By kwalified, September 10, 2012
   • 0 replies
   • 786 views
   • 
   • kwalified
   • September 10, 2012

3. Calculating Match for Related Employers

   By Laura23, July 9, 2022
   • 5 replies
   • 716 views
   • 
   • Bri
   • July 12, 2022

4. Calculating Matching on Catchups Each Payroll

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

5. Calculating Maximum Deductible for Partnership

   By Guest retirementadm, January 22, 2009
   • 1 reply
   • 1.3k views
   • 
   • SheilaD
   • January 22, 2009

6. calculating net income for APP test

   By Alex Daisy, March 4, 2011
   • 1 reply
   • 1.2k views
   • 
   • PensionPro
   • March 7, 2011

7. Calculating non-elective 3% safe harbor contribution for first short plan year

   By mariemonroe, May 23, 2005
   • 3 replies
   • 3k views
   • 
   • Guest
   • May 24, 2005

8. Calculating Orphaned Match?!?!?!

   By Guest gkaley, November 28, 2001
   • 2 replies
   • 2.5k views
   • 
   • Guest
   • November 28, 2001

9. Calculating Partnership Maximum Contributions

   By Guest Thornton, October 27, 1998
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • November 22, 1998

10. Calculating self employed or partnership income

    By dmb, February 23, 2005
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • September 7, 2005

11. Calculation of "hours of service" when employees are not paid by the hour.

    By Guest Diane DuFresne, October 22, 2003
    • 5 replies
    • 4.6k views
    • 
    • Guest
    • October 25, 2003

12. Calculation of an ADR

    By Guest Grumpy456, March 8, 2007
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • March 12, 2007

13. Calculation of Catch-up Match

    By Gruegen, January 16, 2003
    • 4 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 17, 2003

14. Calculation of income on excess contributions resulting from failed ADP test

    By Guest ChopperPilot, March 4, 2005
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • March 5, 2005

15. calculation of lost earnings

    By Guest semitek, October 10, 2006
    • 7 replies
    • 10.7k views
    • 
    • austin3515
    • October 13, 2006

16. Calculation of offset for loans on full payout

    By Guest Colorado, December 24, 2003
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 23, 2004

17. Calculaton of Outstanding Loan Balance

    By Guest jcj, March 12, 2004
    • 5 replies
    • 4.5k views
    • 
    • Guest
    • March 15, 2004

18. Calendar Year §401(k) plans

    By Guest cjk, November 16, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 19, 2001

19. Calendar Year Election

    By Guest Pension Girl, March 16, 2010
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 16, 2010

20. Calendar Year Election

    By k man, February 27, 2002
    • 2 replies
    • 2.4k views
    • 
    • MWeddell
    • March 1, 2002

21. calendar year match true up, off calendar year plan

    By TommyGunn13, October 17, 2019
    • 0 replies
    • 432 views
    • 
    • TommyGunn13
    • October 17, 2019

22. Calendar year plan terminating as of 9/30/2003; has a last-day-of-the-plan-year employment requirement for allocations; top-heavy minimum contribution required?

    By Guest StoneWalk, September 25, 2003
    • 9 replies
    • 1.6k views
    • 
    • 401 Chaos
    • September 30, 2003

23. Calendar year plan with fiscal year PS allocation

    By Guest justatester2, April 4, 2012
    • 0 replies
    • 827 views
    • 
    • Guest
    • April 4, 2012

24. California 402(g) Limit

    By Guest susan w, February 19, 2002
    • 4 replies
    • 1.6k views
    • 
    • MGB
    • February 19, 2002

25. California Brown law; what is it?

    By alexa, November 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • November 19, 2001

26. California Final Wages

    By longjongbongkingkong, September 11, 2023
    • 5 replies
    • 5.9k views
    • 
    • ratherbereading
    • September 12, 2023

27. Can "true-up" matching contributions be made on a payroll pe

    By EGB, May 23, 2000
    • 14 replies
    • 6k views
    • 
    • R. Butler
    • May 11, 2001

28. can 1099 employee treated as employee of a company and contribute salary deferral into the 401(k) Plan

    By AdKu, September 11, 2017   

    • 1099 employee treatment for deferral
    • 9 replies
    • 10.8k views
    • 
    • ESOP Guy
    • October 17, 2018

29. can 1099 income contribution be added to S-corp plan?

    By mkaufman, December 22, 2021
    • 5 replies
    • 945 views
    • 
    • mkaufman
    • December 24, 2021

30. Can 401(k) be rolled over to Roth IRA directly?

    By Maria Ku, December 17, 2018
    • 1 reply
    • 430 views
    • 
    • Lou S.
    • December 17, 2018

31. Can 501(c)3 offer a 403(b) and a 401(k)?

    By Guest jusducki, January 11, 2007
    • 2 replies
    • 2.8k views
    • 
    • A Shot in the Dark
    • January 11, 2007

32. Can 73 year old make elective deferrals?

    By david rigby, December 17, 1999
    • 5 replies
    • 1.6k views
    • 
    • Dowist
    • December 28, 1999

33. Can a 12 years old employee be a participant & make deferrals?

    By Guest Tammy2006, January 31, 2006
    • 2 replies
    • 1.7k views
    • 
    • GBurns
    • February 1, 2006

34. Can a 401-K participant also contribute to a traditional or Roth IRA i

    By Guest Carl C, February 8, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 8, 2001

35. Can a 401(k) account be segregated into 2 IRA accounts for the purposes of segregating the pre-tax and after-tax dollars?

    By Guest need help, September 29, 2004
    • 14 replies
    • 2.8k views
    • 
    • jevd
    • September 30, 2004

36. Can a 401(k) feature be added b/4 year end?

    By Guest Dash02, December 28, 2006
    • 4 replies
    • 1.5k views
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    • Bird
    • December 28, 2006

37. Can a 401(k) participant buy securities on margin within his or her se

    By AndyT, June 9, 2000
    • 6 replies
    • 1.8k views
    • 
    • Jon Chambers
    • June 16, 2000

38. Can a 401(k) plan accept a rollover from the federal government's Thr

    By Guest wallacea, September 28, 2000
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • October 3, 2000

39. Can a 401(k) plan and deferral election forms have retroactive effecti

    By Guest Bud, December 5, 2000
    • 3 replies
    • 3.2k views
    • 
    • KJohnson
    • December 6, 2000

40. Can a 401(k) plan be amended to change the requirements for hardship w

    By Guest Tara Curran, March 30, 2000
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • April 1, 2000

41. can a 401k distribution be rolled over to an account in England?

    By Guest TeriWB, June 13, 2005
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • June 16, 2005

42. Can a 401k hibernate for a year?

    By Guest Commuter Rex, July 26, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 26, 2004

43. Can A 401k Plan Be Temporarily Frozen?

    By mming, February 26, 2013
    • 9 replies
    • 8.2k views
    • 
    • mming
    • February 26, 2013

44. Can a 401k plan become a market maker when offering company stock?

    By Guest JimJohnstone, December 6, 2000
    • 3 replies
    • 1.4k views
    • 
    • Jon Chambers
    • December 7, 2000

45. Can a 501(c)(3) organization sponsor a safe harbor 401(k) plan?

    By Guest SCUDDESLER, December 19, 2000
    • 1 reply
    • 2k views
    • 
    • Jon Chambers
    • December 20, 2000

46. Can a 70 1/2 year old continue deferrals while receiving MRD?

    By Guest Tara Curran, October 24, 2000
    • 1 reply
    • 1.8k views
    • 
    • Jon Chambers
    • October 24, 2000

47. Can a bankruptcy court force a plan to allow for participant loans?

    By Guest MES, March 13, 2001
    • 5 replies
    • 1.7k views
    • 
    • MoJo
    • March 14, 2001

48. Can a calendar year 401(k) plan be made safe harbor 401(k) by distribu

    By John A, December 4, 2000
    • 17 replies
    • 3.3k views
    • 
    • Guest
    • December 8, 2000

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

    By Gudgergirl, July 7, 2014
    • 7 replies
    • 5.3k views
    • 
    • Kevin C
    • July 8, 2014

50. Can a Charter School have one?

    By doombuggy, June 23, 2014   

    • charter school
    • 401(k)
    • 2 replies
    • 3.2k views
    • 
    • MoJo
    • June 23, 2014