401(k) Plans

19,275 topics in this forum

1. Per Diem Employees

   By Coleboy1, October 5, 2022
   • 6 replies
   • 1.3k views
   • 
   • Bri
   • October 6, 2022

2. Eligibility for 401(k) & Safe Harbor Match

   By metsfan026, June 28, 2023
   • 6 replies
   • 859 views
   • 
   • rocknrolls2
   • June 29, 2023

3. substantially equal installments

   By Guest Mike Schwing, October 15, 2002
   • 6 replies
   • 4.8k views
   • 
   • lkpittman
   • October 21, 2002

4. Safe Harbor 401(k) with Union Employees

   By Blinky the 3-eyed Fish, February 12, 2004
   • 6 replies
   • 5.7k views
   • 
   • wsp
   • February 17, 2004

5. Multiemployer 401(k) Plan

   By PJ2009, May 27, 2009
   • 6 replies
   • 2.3k views
   • 
   • PJ2009
   • May 28, 2009

6. Corrective distributions

   By Belgarath, January 27, 2004
   • 6 replies
   • 2.3k views
   • 
   • mbozek
   • January 27, 2004

7. Excess Deferral Refunded Before Year End

   By coleboy, November 2, 2017
   • 6 replies
   • 2k views
   • 
   • Patricia Neal Jensen
   • November 6, 2017

8. changing funds

   By Guest alex, January 22, 2000
   • 6 replies
   • 1.4k views
   • 
   • GBurns
   • February 2, 2000

9. New Comparability

   By Bruce1, September 22
   • 6 replies
   • 1.8k views
   • 
   • Bruce1
   • September 25

10. Contribution Withdrawal

    By TH 401k, January 12
    • 6 replies
    • 651 views
    • 
    • 401king
    • January 14

11. SH Non-elective AND PS written into Document- use part of PS to fund SH?

    By TPAVP, March 1, 2004
    • 6 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2004

12. Roll out, pay tax, roll back in?

    By Lori H, March 3, 2008
    • 6 replies
    • 2.3k views
    • 
    • rcline46
    • March 5, 2008

13. LTPT

    By Belgarath, June 29, 2023
    • 6 replies
    • 745 views
    • 
    • Paul I
    • June 29, 2023

14. employee and employer contribution

    By thepensionmaven, May 28
    • 6 replies
    • 1.3k views
    • 
    • Paul I
    • June 1

15. 401(k) payroll deductions - deadline to submit to plan

    By Guest BPC, January 20, 2005
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • January 25, 2005

16. Off-calendar plan year

    By Guest Sieve, April 7, 2010
    • 6 replies
    • 1.2k views
    • 
    • TLGeer
    • April 9, 2010

17. Union Sponsored 401k

    By Guest MS TPA, October 21, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 2010

18. -11(g) and New Comp

    By austin3515, February 21, 2011
    • 6 replies
    • 2.1k views
    • 
    • Bill Presson
    • February 22, 2011

19. Failure to Allocate Transferred DB Assets - 4980 Reversion?

    By EBECatty, January 3, 2019
    • 6 replies
    • 1.5k views
    • 
    • VeryOldMan
    • May 28, 2020

20. Controlled Group Plan Merger Question

    By runningabizness, December 3, 2020   

    • 401k
    • controlled group
    • 6 replies
    • 1.2k views
    • 
    • runningabizness
    • December 4, 2020

21. Available investments in 401(k)

    By maryflemingphr@yahoo.com, September 9, 2021
    • 6 replies
    • 859 views
    • 
    • BG5150
    • September 13, 2021

22. Plan Name requirements?

    By TPApril, November 5, 2023
    • 6 replies
    • 4.2k views
    • 
    • RatherBeGolfing
    • November 7, 2023

23. 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

24. Compensation Ratio Test

    By Guest mol, December 27, 2004
    • 6 replies
    • 4k views
    • 
    • Blinky the 3-eyed Fish
    • December 28, 2004

25. Adding a 401k (with safe harbor) mid year

    By Belgarath, May 12, 2016
    • 6 replies
    • 2.1k views
    • 
    • chc93
    • May 14, 2016

26. Manual ADP/ACP test

    By Guest nbs, December 10, 2002
    • 6 replies
    • 3.3k views
    • 
    • Brian Gallagher
    • December 12, 2002

27. Safe Harbor cont & half year comp

    By Guest DazedAndConfused, August 1, 2006
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • August 4, 2006

28. LLC Compensation and ADP ACP Tests

    By Guest Ted Kowalchuk, CFP, CFS,, March 5, 2007
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 6, 2007

29. Family Aggregation Rule

    By Ahuntingus, January 7, 2022
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • January 12, 2022

30. Exclusion of Collectively Bargained

    By Guest boetgerinc, December 30, 1998
    • 6 replies
    • 3k views
    • 
    • Mike Preston
    • December 4, 2009

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

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

32. Return of match on excess contributions

    By Guest Taxman, October 15, 2003
    • 6 replies
    • 8.5k views
    • 
    • Guest
    • October 22, 2003

33. Excess Loan Repayment

    By Guest Susan M., October 20, 2011
    • 6 replies
    • 2k views
    • 
    • Jim Chad
    • October 22, 2011

34. Lost earnings from Forfeiture account

    By JKW, July 28, 2014
    • 6 replies
    • 2.9k views
    • 
    • masteff
    • July 29, 2014

35. Safe Harbor 401K - Senior Moment

    By thepensionmaven, September 14, 2016
    • 6 replies
    • 861 views
    • 
    • Mike Preston
    • September 19, 2016

36. Advising participant of deemed/defaulted loan

    By Karoline Curran, January 4, 2019
    • 6 replies
    • 2.1k views
    • 
    • IHC
    • January 17, 2019

37. Forfeitures used to reduce employer contribution.

    By Guest Giovanni, March 30, 2001
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • April 16, 2001

38. Safe Harbor 3% Nonelective with Additional Match

    By Guest allisonperry, March 4, 2008
    • 6 replies
    • 5.3k views
    • 
    • Tom Poje
    • March 5, 2008

39. Match Calculated Per Pay Basis - Safe Harbor

    By CLE401kGuy, January 4, 2019   

    • compensation limit
    • 6 replies
    • 1.7k views
    • 
    • Below Ground
    • January 21, 2019

40. Inc. vs LLP. one owner, two plans?

    By TPApril, May 6, 2021
    • 6 replies
    • 1.3k views
    • 
    • Jakyasar
    • May 7, 2021

41. Deadline for amending plan document to switch current / prior year ADP

    By MWeddell, April 15, 2002
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • October 20, 2004

42. 401k/ catch up/ PSP

    By pgold, February 22, 2017
    • 6 replies
    • 1k views
    • 
    • K2
    • February 23, 2017

43. Correcting Impermissible Distribution, Successor 401(k) Plan

    By PensionPro, July 31, 2018   

    • successor
    • 401(k)
    • (and 2 more)

      Tagged with:

      • successor
      • 401(k)
      • impermissible distribution
      • correction
    • 6 replies
    • 1.3k views
    • 
    • PensionPro
    • August 1, 2018

44. Terminating Plan and 401(k) Safe Harbor Reliance

    By Fibonacci, May 1, 2024
    • 6 replies
    • 950 views
    • 
    • Lou S.
    • May 2, 2024

45. Using plan assets to pay consulting fees

    By Guest April Smith, February 28, 2005
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • March 1, 2005

46. Continuing 401(k) deferrals while using vacation prior to actual DOT?

    By Guest TaxedToDeath, December 11, 2012
    • 6 replies
    • 1.9k views
    • 
    • ESOP Guy
    • December 14, 2012

47. 401k plan used as collaterial

    By Guest Blaser, March 2, 2004
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • March 3, 2004

48. 401k invest in LLC

    By Guest ladycpa2, November 20, 2007
    • 6 replies
    • 2k views
    • 
    • Guest
    • November 21, 2007

49. I have money purchase plan,SEP IRA Can I open a 401K?

    By caryn22359, May 20, 2013
    • 6 replies
    • 2.1k views
    • 
    • ESOP Guy
    • May 20, 2013

50. Safe Harbor Plan with different eligibility for Deferrals and Safe Harbor

    By Tom, September 11, 2023
    • 6 replies
    • 4.5k views
    • 
    • Mr Bagwell
    • September 11, 2023