401(k) Plans

19,275 topics in this forum

1. Merge SEP into 401(k)?

   By Medusa, June 7, 2002
   • 2 replies
   • 2.2k views
   • 
   • mbozek
   • June 8, 2002

2. ADP/ACP Testing - Correction

   By Guest ANNEBV, September 23, 1999
   • 4 replies
   • 2.2k views
   • 
   • Tom Poje
   • September 26, 2001

3. Disguised service condition if 2 year match tier

   By 30Rock, July 14, 2018
   • 12 replies
   • 2.2k views
   • 
   • Purplemandinga
   • July 27, 2018

4. Participant Level Fee Disclosures

   By ERISA1, January 17, 2012
   • 1 reply
   • 2.2k views
   • 
   • Belgarath
   • January 17, 2012

5. Self Employment Income determination

   By Rose, September 11, 2023
   • 8 replies
   • 2.2k views
   • 
   • Zinco
   • August 5

6. profit sharing deduction timing

   By Minnesota planner, August 2, 2019
   • 19 replies
   • 2.2k views
   • 
   • Below Ground
   • August 12, 2019

7. Question on W2 Box 13

   By khn, January 8, 2014
   • 6 replies
   • 2.2k views
   • 
   • Flyboyjohn
   • January 9, 2014

8. Changing P/S contribution amount

   By Guest emtee, July 3, 2002
   • 15 replies
   • 2.2k views
   • 
   • mbozek
   • July 10, 2002

9. irs 2518 disclaimer

   By Guest jgchess, February 9, 2009
   • 4 replies
   • 2.2k views
   • 
   • J Simmons
   • February 11, 2009

10. WAIVING DISTRIBUTION TAXES

    By Guest CHRISTA, August 1, 2000
    • 7 replies
    • 2.2k views
    • 
    • david rigby
    • May 7, 2002

11. Safe Harbor Plan with different elig. and ADP Testing

    By buckaroo, October 9, 2013
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • October 21, 2013

12. Safe Harbor 401(k) Plan

    By John Feldt ERPA CPC QPA, May 31, 2007
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • August 17, 2007

13. merger of safe harbor 401(k)'s

    By R. Butler, August 7, 2006
    • 6 replies
    • 2.2k views
    • 
    • Tom Poje
    • August 8, 2006

14. Partial Termination

    By austin3515, June 11, 2009
    • 5 replies
    • 2.2k views
    • 
    • casey72
    • November 23, 2022

15. Can a Money Purchase Pension Plan be restated as profit sharing 401(k)

    By Guest Kent Scrivener, March 14, 2000
    • 3 replies
    • 2.2k views
    • 
    • MWeddell
    • March 15, 2000

16. LTPT and Automatic Enrollment (and vesting)

    By Gilmore, August 25, 2023
    • 13 replies
    • 2.2k views
    • 
    • Nate X
    • November 8, 2023

17. Two participants with the same SSN

    By Guest TPA Guy, February 20, 2013
    • 6 replies
    • 2.2k views
    • 
    • Peter Gulia
    • February 22, 2013

18. Deferrals withheld from Excluded Compensation

    By 401(k)athryn, November 10, 2016
    • 7 replies
    • 2.2k views
    • 
    • 401(k)athryn
    • November 17, 2016

19. Coverage Test - Controlled Group

    By Guest tbyrd, August 12, 2003
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • August 14, 2003

20. Solo k for Sole Proprietor - Computation of Contributions for Proprietor Based on Earned Income

    By rocknrolls2, September 22, 2021
    • 13 replies
    • 2.2k views
    • 
    • Mike Preston
    • September 25, 2021

21. Safe Harbor NEC for eligible EE who quits mid-year...

    By J Simmons, August 19, 2009
    • 3 replies
    • 2.2k views
    • 
    • J Simmons
    • August 19, 2009

22. 401(k) Termination and Successor Plan

    By Guest JDL, August 20, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 21, 2002

23. Safe Harbor Match with dollar certain contribution

    By legort69, April 19, 2013   

    • safe harbor dollar certain
    • 12 replies
    • 2.2k views
    • 
    • GMK
    • May 10, 2013

24. Nonresident alien as beneficiary

    By Guest halka, August 19, 2003
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • August 21, 2003

25. last day rule for match

    By k man, March 15, 2000
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • March 17, 2000

26. controlled group

    By pmacduff, April 17, 2012
    • 15 replies
    • 2.2k views
    • 
    • pmacduff
    • May 11, 2012

27. Payment for unused sick time.

    By Guest Kristy Alexander, September 6, 2002
    • 6 replies
    • 2.2k views
    • 
    • E as in ERISA
    • September 9, 2002

28. ACP Testing: Union Plan With After-Tax Provision

    By Guest m2b2, August 29, 2007
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • August 30, 2007

29. Anybody using FT William for plan administration?

    By M Norton, June 10, 2014   

    • ftwilliam
    • 10 replies
    • 2.2k views
    • 
    • M Norton
    • June 12, 2014

30. Need assistance...where to find TPA firms?

    By Guest LisaA, January 20, 2003
    • 6 replies
    • 2.2k views
    • 
    • Appleby
    • January 20, 2003

31. Roth 401(k) / Self-Directed Brokerage Accounts

    By Gruegen, May 23, 2006
    • 2 replies
    • 2.2k views
    • 
    • Bird
    • May 23, 2006

32. Hardships and Special Tax Notice

    By austin3515, October 10, 2011
    • 4 replies
    • 2.2k views
    • 
    • doombuggy
    • October 17, 2011

33. Initial Eligibility Period Anniversary to Plan Year - Help on the entry date?

    By HarleyBabe, January 21, 2016
    • 13 replies
    • 2.2k views
    • 
    • Bill Presson
    • January 21, 2016

34. Multiple Employer Plan?

    By PFranckowiak, November 10, 2009
    • 4 replies
    • 2.2k views
    • 
    • PFranckowiak
    • November 11, 2009

35. 402(f) Notice

    By Guest L, July 19, 1999
    • 7 replies
    • 2.2k views
    • 
    • Alf
    • December 11, 2001

36. Can bargaining parties exclude employees from right to defer?

    By MAM08, May 21, 2015
    • 11 replies
    • 2.2k views
    • 
    • austin3515
    • July 28, 2016

37. Late Deposits new DOL program

    By Guest CGBS, March 28, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 29, 2000

38. Compensation definition -- for determining HCEs and ADP testing

    By richard, January 12, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • January 12, 2000

39. Multiple Employer Plan

    By jpod, September 26, 2002
    • 2 replies
    • 2.2k views
    • 
    • mbozek
    • September 27, 2002

40. "ineligible" deferrals

    By k man, April 29, 2004
    • 9 replies
    • 2.2k views
    • 
    • Harwood
    • April 29, 2004

41. Brother-Sister Controlled Group

    By cpc0506, November 25, 2009
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • November 28, 2009

42. ADP Violation and Catch-Up

    By Guest Paul Hinderegger, August 15, 2002
    • 4 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 26, 2002

43. Solo 401(k)-Never Funded-Terminating-Filing Required?

    By jala, December 10, 2015
    • 13 replies
    • 2.2k views
    • 
    • Mike Preston
    • December 13, 2015

44. Section 404 limits.

    By Guest Thornton, July 7, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • July 16, 1999

45. prior year testing

    By Guest good2brich, March 4, 2004
    • 11 replies
    • 2.2k views
    • 
    • jquazza
    • March 4, 2004

46. termination of old pension plan

    By Guest michael4509, July 17, 2001
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • July 24, 2001

47. Safe Harbor Match for HCE's

    By Guest MrT, November 12, 2007
    • 6 replies
    • 2.2k views
    • 
    • Tom Poje
    • November 13, 2007

48. Death Benefit - Distribution Options to Beneficiaries

    By CLE401kGuy, May 16, 2016   

    • Death Benefit
    • 2 replies
    • 2.2k views
    • 
    • Bird
    • May 17, 2016

49. Compensation - Pro rating or pre-effective date

    By PMC, October 18, 2001
    • 4 replies
    • 2.2k views
    • 
    • Medusa
    • October 18, 2001

50. Aggregating plans of the employer for 401(k) testing

    By Guest R. Daestrom, November 19, 2004
    • 12 replies
    • 2.2k views
    • 
    • JanetM
    • November 22, 2004