401(k) Plans

19,275 topics in this forum

1. change in vesting method

   By Guest EDSAADE, November 3, 2003
   • 6 replies
   • 1.6k views
   • 
   • Brian Gallagher
   • November 4, 2003

2. Do 401(k) deferrals count under Average Benefit Percentage Test?

   By Übernerd, July 27, 2006
   • 6 replies
   • 5k views
   • 
   • Übernerd
   • July 28, 2006

3. Safe Harbor Match

   By thepensionmaven, July 25, 2017   

   • elapsed time calculation
   • 6 replies
   • 791 views
   • 
   • thepensionmaven
   • July 30, 2017

4. Brokerage accounts setup under Employer EIN

   By BG5150, December 7, 2022
   • 6 replies
   • 1.8k views
   • 
   • Kac1214
   • December 12, 2022

5. RMD - changing ownership-not always 5%

   By jmartin, June 12, 2015
   • 6 replies
   • 1.9k views
   • 
   • GMK
   • June 22, 2015

6. Smoke & Mirrors; Accounting standards, SSAE/SOC

   By Puffinator, June 1, 2017
   • 6 replies
   • 1.3k views
   • 
   • My 2 cents
   • June 1, 2017

7. Integrated Formula - Different Contribution Amount for HCEs

   By Danny CPA, July 25, 2017
   • 6 replies
   • 976 views
   • 
   • Danny CPA
   • July 26, 2017

8. Terminated Plan without Interim Amendments

   By EmpbAF, September 30, 2022
   • 6 replies
   • 1.3k views
   • 
   • EmpbAF
   • October 5, 2022

9. Interpretation LTPT

   By thepensionmaven, March 1, 2024
   • 6 replies
   • 625 views
   • 
   • Peter Gulia
   • March 7, 2024

10. Definition of Zero % Vested (Forfeiture Timing Issue)

    By Guest RS Vatalaro, May 2, 2002
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • May 3, 2002

11. Controlled Group - Plans have different Plan Year Ends

    By Steve Waddo, June 2, 2011
    • 6 replies
    • 3k views
    • 
    • Trekker
    • October 8, 2014

12. Error in Administrating Loan Rate

    By KCoursey, August 11, 2015
    • 6 replies
    • 1.3k views
    • 
    • Briandfox
    • August 12, 2015

13. Calculating 25% of eligible compensation for deductibility limit

    By gdlfa, August 14, 2019
    • 6 replies
    • 5.1k views
    • 
    • NJ Mike
    • August 15, 2019

14. Lifetime Income Illustrations

    By Belgarath, September 30, 2022
    • 6 replies
    • 865 views
    • 
    • Bird
    • September 30, 2022

15. Voluntary Loan Defaults

    By Guest ANNEBV, March 8, 2001
    • 6 replies
    • 9k views
    • 
    • MoJo
    • March 12, 2001

16. Pending Divorce

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

17. Software Opinions

    By Guest Partly Cloudy, July 22, 2004
    • 6 replies
    • 1.2k views
    • 
    • stephen
    • July 22, 2004

18. Are Solo(k)s Subject to ERISA?

    By Alf, August 23, 2005
    • 6 replies
    • 12.5k views
    • 
    • wmyer
    • August 23, 2005

19. after tax contributions

    By Guest lskin, June 21, 2006
    • 6 replies
    • 1.7k views
    • 
    • RTK
    • June 28, 2006

20. Severance from Employment

    By Guest CharlieLaur, August 19, 2008
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • August 20, 2008

21. available loan funds

    By cpc0506, November 17, 2010
    • 6 replies
    • 1.3k views
    • 
    • BG5150
    • November 18, 2010

22. not finding it in black & white: S-Corp K-1 isn't comp

    By AlbanyConsultant, February 25, 2014
    • 6 replies
    • 1.5k views
    • 
    • Calavera
    • February 26, 2014

23. ECPCRS - Missed Deferral Oppotunity Corrections for 401k

    By austin3515, May 10, 2022
    • 6 replies
    • 1k views
    • 
    • Nate S
    • May 10, 2022

24. elapsed time - vesting

    By Lou81, May 22   

    • vesting
    • 6 replies
    • 1k views
    • 
    • Calavera
    • June 5

25. Amending a Standardized Plan

    By austin3515, February 18, 2012
    • 6 replies
    • 939 views
    • 
    • Guest
    • February 23, 2012

26. deferral deduction from which business, partnership or corporation?

    By AJC, June 3, 2020
    • 6 replies
    • 1.3k views
    • 
    • AJC
    • June 5, 2020

27. Failure to Withhold Elected Deferral

    By oriecat, June 3, 2010
    • 6 replies
    • 1.6k views
    • 
    • oriecat
    • June 3, 2010

28. RMD Fail

    By Plan Doc, September 30, 2020
    • 6 replies
    • 1.2k views
    • 
    • JulesInCNY
    • February 25, 2021

29. Changing recordkeeper, trustee, and investment house.

    By Guest Bill55, January 2, 2000
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • May 3, 2000

30. Foreign National who pays US Taxes participate in 401(k)

    By Guest bueler, March 1, 2004
    • 6 replies
    • 4.1k views
    • 
    • jquazza
    • March 1, 2004

31. Indvidual (k) Question

    By Guest EAS, December 23, 2004
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • December 26, 2004

32. I didn't think you could do this

    By PLAN MAN, October 13, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • October 28, 2009

33. Safe Harbor 401k Plan

    By Guest Dumb & Dumber, June 2, 2011
    • 6 replies
    • 1.2k views
    • 
    • 12AX7
    • June 3, 2011

34. Senior moment

    By thepensionmaven, April 20, 2015
    • 6 replies
    • 1.2k views
    • 
    • Tom Poje
    • May 4, 2015

35. 408(b)(2) and the plan sponsor

    By CLE401kGuy, June 17, 2012
    • 6 replies
    • 1.4k views
    • 
    • GMK
    • June 19, 2012

36. After-Tax amounts not credited

    By Kissland, May 3, 2021
    • 6 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • May 14, 2021

37. Overdistibution to Plan Particpant

    By Guest stevef, November 3, 2005
    • 6 replies
    • 2k views
    • 
    • Earl
    • November 18, 2005

38. After tax(not Roth) go against deferral limits?

    By Lori H, March 26, 2007
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 29, 2007

39. Suspending or Amending to remove Safe Harbor

    By Guest Twinky, December 29, 2008
    • 6 replies
    • 6.1k views
    • 
    • Guest
    • January 14, 2009

40. 401k Plan / Child Hire

    By BeanCounterBlues, March 10, 2009
    • 6 replies
    • 2.3k views
    • 
    • Jim Chad
    • March 11, 2009

41. Question on W2 Box 13

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

42. Comingling Elective Deferrals and Employer Contributions

    By mming, September 30, 2020
    • 6 replies
    • 844 views
    • 
    • mming
    • October 2, 2020

43. ABT-Imputing Disparity

    By Guest dietpepsi, December 10, 2002
    • 6 replies
    • 2k views
    • 
    • Mike Preston
    • January 9, 2003

44. 403(b) as "successor" to terminating 401(k) plan

    By Guest APierce, October 13, 2003
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • October 16, 2003

45. SECURE 2.0 Roth Catch-up - Automatic Spillover

    By Gruegen, June 23, 2023
    • 6 replies
    • 1.4k views
    • 
    • Peter Gulia
    • June 27, 2023

46. ADP/ACP Test

    By Guest CCarter, January 23, 2002
    • 6 replies
    • 1.9k views
    • 
    • MWeddell
    • January 25, 2002

47. USERRA & company contribs

    By Brian Gallagher, November 1, 2002
    • 6 replies
    • 2k views
    • 
    • Guest
    • May 4, 2004

48. Employer Match and participant employment agreement

    By whitboston, January 4, 2017
    • 6 replies
    • 1.4k views
    • 
    • whitboston
    • January 5, 2017

49. Is an endorsed check a legally enforceable agreement against borrower from "paperless" 401(k) plan?

    By Guest oscar, June 30, 2004
    • 6 replies
    • 3k views
    • 
    • MoJo
    • July 2, 2004

50. Pro-rating comp in a short plan year

    By Craig Schiller, May 10, 2016   

    • drowning in my own sweat
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • May 16, 2016