401(k) Plans

19,320 topics in this forum

1. Schedule C compensation

   By pensionLifer, April 10, 2018
   • 5 replies
   • 2.3k views
   • 
   • Larry Starr
   • April 10, 2018

2. Safe Harbor 401(k) Plan

   By John Feldt ERPA CPC QPA, May 31, 2007
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • August 17, 2007

3. Hardships & Loan repayments

   By Brian Gallagher, August 22, 2002
   • 11 replies
   • 2.3k views
   • 
   • Mike Preston
   • August 22, 2002

4. Late Employer Disc Matching Contribution

   By ratherbereading, September 27, 2019
   • 10 replies
   • 2.3k views
   • 
   • ratherbereading
   • September 30, 2019

5. Time frame for amending Eligibility service Requirement

   By Guest ChopperPilot, February 24, 2005
   • 16 replies
   • 2.3k views
   • 
   • Earl
   • February 27, 2005

6. 404(c)

   By Guest cabenefits, July 9, 2003
   • 12 replies
   • 2.3k views
   • 
   • g8r
   • July 12, 2003

7. QERP and QES

   By fidu, March 18, 2002
   • 5 replies
   • 2.3k views
   • 
   • fidu
   • March 22, 2002

8. Our Plan is top heavy - HELP

   By Guest BJW, May 23, 2001
   • 10 replies
   • 2.3k views
   • 
   • Guest
   • June 12, 2001

9. Life Insurance within a 401(k) Plan

   By Guest AndreaRyan, August 9, 2011
   • 3 replies
   • 2.3k views
   • 
   • MARYMM
   • August 10, 2011

10. Is distribution of excess annual additions included in ADP test?

    By Richard Anderson, September 5, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • September 14, 2000

11. Participant Level Fee Disclosures

    By ERISA1, January 17, 2012
    • 1 reply
    • 2.3k views
    • 
    • Belgarath
    • January 17, 2012

12. Prevailing Wage and prior year testing

    By cpc0506, December 9, 2014
    • 5 replies
    • 2.3k views
    • 
    • Lou S.
    • December 9, 2014

13. Rehired Rules

    By Jilliandiz, February 7, 2007
    • 3 replies
    • 2.3k views
    • 
    • Tom Poje
    • February 8, 2007

14. Third Party Loan to a Solo 401K Plan

    By retirementplanning, June 22, 2020
    • 14 replies
    • 2.3k views
    • 
    • retirementplanning
    • June 25, 2020

15. Safe Harbor Match with dollar certain contribution

    By legort69, April 19, 2013   

    • safe harbor dollar certain
    • 12 replies
    • 2.3k views
    • 
    • GMK
    • May 10, 2013

16. Mid-year conversion SH Match to SH Non-elective

    By Dalai Pookah, October 10, 2022
    • 5 replies
    • 2.3k views
    • 
    • Nate S
    • October 12, 2022

17. OK to use partial year comp for safe harbor 3% contribution?

    By Lynn Campbell, January 6, 2003
    • 5 replies
    • 2.3k views
    • 
    • Lynn Campbell
    • January 9, 2003

18. H1b1 - Resident or Nonresident alien

    By k man, December 22, 2003
    • 1 reply
    • 2.3k views
    • 
    • Harwood
    • December 22, 2003

19. 401(k) Safe Harbor Notice and Loans

    By AJ North, May 2, 2011
    • 2 replies
    • 2.3k views
    • 
    • Tom Poje
    • May 4, 2011

20. Current vs Prior Year testing

    By Guest CGBS, February 14, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 14, 2001

21. Former Key/Top Heavy/EGTRRA

    By Brenda Wren, September 19, 2001
    • 7 replies
    • 2.3k views
    • 
    • Tom Poje
    • September 20, 2001

22. P/S Deductability

    By Guest Thornton, December 30, 1998
    • 14 replies
    • 2.3k views
    • 
    • Guest
    • January 4, 1999

23. Changing P/S contribution amount

    By Guest emtee, July 3, 2002
    • 15 replies
    • 2.3k views
    • 
    • mbozek
    • July 10, 2002

24. Repeal of Multiple Use Test

    By Guest cjk, October 18, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • October 22, 2002

25. Partners make varying PSP contributions

    By Guest long, September 17, 2003
    • 4 replies
    • 2.3k views
    • 
    • KJohnson
    • September 17, 2003

26. 401(k) Plan Termination and Forfeitures

    By Guest Leeney, May 2, 2002
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • May 2, 2002

27. Catch-up cont only?

    By Guest DazedAndConfused, August 4, 2006
    • 8 replies
    • 2.3k views
    • 
    • stephen
    • August 10, 2006

28. Pre-year end salary deferral issue

    By chris, December 28, 2001
    • 11 replies
    • 2.2k views
    • 
    • Jon Chambers
    • January 2, 2002

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

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

30. 401K Held Hostage

    By MarkGAllen, March 22, 2018
    • 17 replies
    • 2.2k views
    • 
    • card
    • March 24, 2018

31. Hardships and Special Tax Notice

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

32. Coverage Test - Controlled Group

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

33. CALCULATING 5330 EXCISE TAX

    By Guest arlene, April 1, 2004
    • 4 replies
    • 2.2k views
    • 
    • Archimage
    • April 1, 2004

34. Sticky Spinoff Issue

    By Scott, February 22, 2001
    • 1 reply
    • 2.2k views
    • 
    • Richard Anderson
    • February 22, 2001

35. ADP/ACP Testing - Correction

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

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

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

37. Beneficiary is also a participant in the same plan

    By austin3515, November 16, 2017
    • 5 replies
    • 2.2k views
    • 
    • AJC
    • September 17, 2020

38. 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

39. Non-conforming states

    By Larry M, December 5, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • December 6, 2001

40. controlled group

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

41. Puerto Rico Participants

    By Guest jjuergens, June 23, 2004
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • June 23, 2004

42. Mandatory Cash-Out Question--Unresponsive Accounts Under $1000

    By TPAJake, October 19, 2016
    • 10 replies
    • 2.2k views
    • 
    • ESOP Guy
    • April 7, 2017

43. OK to use new 401(k) profit sharing document for 2003 but just don't tell employees about ability to defer? Want to start 401(k) component only in 2004.

    By Archimage, December 8, 2003
    • 5 replies
    • 2.2k views
    • 
    • Archimage
    • December 8, 2003

44. Off Calendar Year End 402(g) Limit

    By Guest AdminFL, March 20, 2003
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 20, 2003

45. Other Documents "Exclude" Compensation

    By EBECatty, March 13, 2018
    • 9 replies
    • 2.2k views
    • 
    • Luke Bailey
    • March 15, 2018

46. PROHIBITED?

    By Guest CHRISTIE BOSS, November 7, 1998
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • November 11, 1998

47. Multiple Employer Plan?

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

48. current year testing versus prior year testing method

    By Guest Jane Freeman, January 9, 2002
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • January 22, 2002

49. Charitable Donation of RMD

    By ldr, May 6, 2019   

    • donation
    • charitable
    • (and 2 more)

      Tagged with:

      • donation
      • charitable
      • rmd
      • plan termination
    • 17 replies
    • 2.2k views
    • 
    • ldr
    • May 13, 2019

50. Is there a choice of "3(16)" service providers?

    By Peter Gulia, November 24, 2017   

    • erisa; 3(16); service provider
    • 14 replies
    • 2.2k views
    • 
    • Kac1214
    • November 30, 2017