401(k) Plans

19,275 topics in this forum

1. Individual Rate of Return Calculation

   By SRP, December 18, 2007
   • 5 replies
   • 2.4k views
   • 
   • RCK
   • December 21, 2007

2. Employer Contribution

   By Guest 401kadmin, August 28, 2006
   • 12 replies
   • 2.4k views
   • 
   • Bird
   • September 1, 2006

3. Plan year end different than Company's year end - Determine deduction

   By Guest Becky Egan, August 15, 2000
   • 1 reply
   • 2.4k views
   • 
   • Guest
   • August 16, 2000

4. Controlled Group Top Heavy Aggregation

   By R. Butler, March 27, 2002
   • 3 replies
   • 2.4k views
   • 
   • R. Butler
   • March 28, 2002

5. Employee Deferrals - how long is too long? Does a long lag affect ear

   By Guest jkrainak, July 31, 2000
   • 12 replies
   • 2.4k views
   • 
   • k man
   • July 31, 2000

6. ADP Refunds in Top Heavy Calculation

   By Guest SBlack, June 19, 2001
   • 1 reply
   • 2.4k views
   • 
   • Guest
   • June 19, 2001

7. Excess deferral between two plans unrelated employer, how does this ef

   By Guest Kevin Plymyer, March 20, 2001
   • 5 replies
   • 2.4k views
   • 
   • Richard Anderson
   • March 21, 2001

8. CATCH UP & 415

   By Guest Rutager, November 30, 2006
   • 6 replies
   • 2.4k views
   • 
   • WDIK
   • December 1, 2006

9. Resolving Alleged Overdistribution

   By Guest onglaw, August 15, 2005
   • 14 replies
   • 2.4k views
   • 
   • Guest
   • September 28, 2005

10. Can my 401(k) deny me from making Catch-up?

    By Guest Questioner, January 27, 2007
    • 11 replies
    • 2.4k views
    • 
    • Lame Duck
    • January 31, 2007

11. 410(b) Excludable Employees

    By Guest yahoo, May 17, 1999
    • 4 replies
    • 2.4k views
    • 
    • MWeddell
    • May 19, 1999

12. Catch up contributions and the IRS limit.

    By Guest Nabrin, March 13, 2004
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • March 30, 2004

13. Removing True Up mid year from Safe Harbor Plan

    By 52626, May 13, 2019
    • 3 replies
    • 2.4k views
    • 
    • Below Ground
    • May 14, 2019

14. Nonuniform Matching Formulas

    By Guest IU1994, August 11, 2004
    • 3 replies
    • 2.4k views
    • 
    • Tom Poje
    • August 12, 2004

15. BRF Testing

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

16. Rollover Contribution to Frozen Plan

    By Guest AEA, April 14, 2006
    • 2 replies
    • 2.4k views
    • 
    • ERISA25
    • August 19, 2009

17. Takeover 401(k) sub-s plan with owner(participant) loans.

    By pbarrett, August 18, 2000
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • May 13, 2002

18. 401k excess matching of $18

    By Liam, January 23, 2019
    • 11 replies
    • 2.4k views
    • 
    • Below Ground
    • January 29, 2019

19. RMDs for < 5% Owner still Working-401k Plan

    By ERISAGal, August 28, 2019   

    • 401k
    • rmd
    • (and 1 more)

      Tagged with:

      • 401k
      • rmd
      • owner
    • 21 replies
    • 2.4k views
    • 
    • WDIK
    • September 4, 2019

20. Catch-Up Deferrals

    By Guest dpasi, February 14, 2006
    • 4 replies
    • 2.4k views
    • 
    • Bird
    • February 23, 2006

21. 100% deferral leads to $0 paycheck

    By WCC, July 31, 2014
    • 6 replies
    • 2.4k views
    • 
    • masteff
    • August 1, 2014

22. historical records

    By Guest HRrep, October 23, 2001
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • October 24, 2001

23. Union Ee's / Top Paid Group

    By austin3515, May 9, 2013
    • 4 replies
    • 2.4k views
    • 
    • austin3515
    • November 27, 2013

24. Removal of TRustee - Board Resoltion

    By austin3515, March 6, 2008
    • 3 replies
    • 2.4k views
    • 
    • austin3515
    • March 7, 2008

25. 3% safe harbor with additional match

    By R. Butler, March 2, 2001
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 16, 2002

26. "Same plan year" for permissive aggregation

    By MWeddell, February 7, 2012
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • March 19, 2012

27. Form 5500, Audit requirement

    By Guest cfspr, August 8, 2003
    • 6 replies
    • 2.4k views
    • 
    • E as in ERISA
    • August 22, 2003

28. $40,000 P-S Contribution and $1,000 401(k) Catch-up permitted?

    By billfgrady, July 2, 2002
    • 11 replies
    • 2.4k views
    • 
    • Mike Preston
    • July 15, 2002

29. Latest date for distribution of excess annual additions?

    By Richard Anderson, August 22, 2000
    • 3 replies
    • 2.4k views
    • 
    • MWeddell
    • September 7, 2000

30. Hedge Funds, UBTI and Profit Sharing Plans

    By Guest NeophiteTPA, March 30, 2006
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 30, 2006

31. HCE and Employer Match

    By Guest think2much, January 8, 2008
    • 5 replies
    • 2.4k views
    • 
    • Tom Poje
    • January 9, 2008

32. SH starts mid year, what comp?

    By BG5150, September 10, 2019
    • 11 replies
    • 2.4k views
    • 
    • BG5150
    • September 12, 2019

33. Inclusion/exclusion of HCEs in safe harbor K plan

    By AndyH, January 12, 2000
    • 3 replies
    • 2.4k views
    • 
    • MWeddell
    • January 14, 2000

34. Retroactive Amendment Making Mandatory Match Discretionary Match

    By Guest 91smithie, September 27, 2001
    • 2 replies
    • 2.4k views
    • 
    • MWeddell
    • September 27, 2001

35. I need help from a CPA - with qualified plan experience!

    By Guest 4Kicks, August 24, 2007
    • 18 replies
    • 2.4k views
    • 
    • austin3515
    • August 27, 2007

36. new EACA features

    By pmacduff, March 4, 2020
    • 5 replies
    • 2.4k views
    • 
    • Eve Sav
    • March 6, 2020

37. Safe Harbor Nonelective mid year change to comp definition

    By Belgarath, June 20, 2017
    • 7 replies
    • 2.4k views
    • 
    • Tom Poje
    • June 21, 2017

38. Because of an 11-K filing will an audit be required?

    By Guest JDansa, July 15, 2004
    • 6 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • July 17, 2004

39. ADP/ACP Refund Earnings

    By pjb1835, November 14, 2017
    • 3 replies
    • 2.4k views
    • 
    • ETA Consulting LLC
    • November 14, 2017

40. Common Control

    By Guest tintree73, October 17, 2005
    • 6 replies
    • 2.4k views
    • 
    • R. Butler
    • October 19, 2005

41. Early 401(k) Participation - Top Heavy Minimum Required?

    By Guest jvanheyde, November 14, 2002
    • 7 replies
    • 2.4k views
    • 
    • Tom Poje
    • November 15, 2002

42. Catch up Contributions in a non-calendar year plan

    By Guest Steve McD, September 10, 2002
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • September 24, 2002

43. Levy?

    By Guest tintree73, July 8, 2005
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • July 12, 2005

44. Entry Date for new plan

    By cpc0506, January 26, 2012
    • 3 replies
    • 2.4k views
    • 
    • cpc0506
    • January 31, 2012

45. ADP Refunds

    By Jilliandiz, January 31, 2007
    • 3 replies
    • 2.4k views
    • 
    • pmacduff
    • February 1, 2007

46. 404 Deduction Limits and annual additions - question about timing.

    By James Matt Ullakko, April 24, 2001
    • 6 replies
    • 2.4k views
    • 
    • John A
    • April 25, 2001

47. Missed Safe Harbor contribution

    By JKW, July 9, 2013
    • 1 reply
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 9, 2013

48. Excluded Employee Compensation

    By Vlad401k, January 18, 2018
    • 15 replies
    • 2.4k views
    • 
    • BG5150
    • January 23, 2018

49. TOP HEAVY TEST

    By Guest DP in CA, March 10, 2006
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 11, 2006

50. Break in Service Vesting

    By Guest ghenson08, July 25, 2013
    • 5 replies
    • 2.4k views
    • 
    • masteff
    • July 26, 2013