401(k) Plans

19,275 topics in this forum

1. Returning 2014 deferrals to correct 2013 ADP failure

   By fiona1, March 6, 2014
   • 6 replies
   • 1.4k views
   • 
   • MWeddell
   • March 7, 2014

2. Top-paid group election and HCFE - is the following correct:

   By John A, February 4, 2000
   • 6 replies
   • 2.9k views
   • 
   • Guest
   • February 9, 2000

3. 401 k rollover problem

   By Guest me, May 25, 2000
   • 6 replies
   • 1.8k views
   • 
   • Jon Chambers
   • May 25, 2000

4. SECURE 2.0 distributions - protected benefit?

   By MQS0413, November 5, 2024
   • 6 replies
   • 1.6k views
   • 
   • Peter Gulia
   • November 7, 2024

5. 415 Testing: Noncalendar plan years

   By Guest m2b2, August 29, 2007
   • 6 replies
   • 2.6k views
   • 
   • BG5150
   • August 30, 2007

6. Balance Forward 401(k)

   By Guest Achilles, February 4, 2008
   • 6 replies
   • 3.2k views
   • 
   • Kimberly S
   • February 5, 2008

7. Cavanaugh Investigations, P.C.

   By austin3515, January 6, 2015
   • 6 replies
   • 1.4k views
   • 
   • austin3515
   • January 8, 2015

8. Avoid RMDs - start a new company after age 70 1/2

   By Dobber, January 9, 2019
   • 6 replies
   • 1.4k views
   • 
   • card
   • January 9, 2019

9. One Year Holdout

   By EBECatty, May 23, 2022
   • 6 replies
   • 1.3k views
   • 
   • Doc Ument
   • May 25, 2022

10. Easiest way to find old terminated employees?

    By RayJJohnsonJr, November 13
    • 6 replies
    • 313 views
    • 
    • RayJJohnsonJr
    • Monday at 12:34 PM

11. Discriminating against HCE's

    By Guest yvonne001, November 5, 2002
    • 6 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • November 6, 2002

12. 100% deferral leads to $0 paycheck

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

13. Change in partnership

    By pmacduff, November 7, 2014
    • 6 replies
    • 964 views
    • 
    • pmacduff
    • November 12, 2014

14. principal residence loan term

    By Guest terid, August 16, 2002
    • 6 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • August 18, 2002

15. S Corp Stock

    By Guest yukon, March 2, 2005
    • 6 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • March 9, 2005

16. Federal Withholding

    By austin3515, July 28, 2007
    • 6 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • July 30, 2007

17. Phantom Stock

    By alexa, April 1, 2012
    • 6 replies
    • 2.5k views
    • 
    • jpod
    • April 2, 2012

18. not for profit funding match for 2023 in 2025

    By Tom, January 20
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 22

19. Correcting now (or not) for overcontribution in prior year

    By Guest SuzieQNEC, February 4, 2008
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • February 7, 2008

20. De Minimus Testing Refund?

    By Lou S., March 6, 2014
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • March 10, 2014

21. Distribution - ineligible?

    By kimso, November 13, 2023
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • January 19, 2024

22. Sole Prop - retro 401k set up

    By Jakyasar, January 18, 2024
    • 6 replies
    • 2.9k views
    • 
    • Paul I
    • January 19, 2024

23. Master Trust

    By jpod, November 2, 2012
    • 6 replies
    • 2.3k views
    • 
    • austin3515
    • November 7, 2012

24. Distribution Timing Restrictions

    By TybeeGaSun, February 27, 2018
    • 6 replies
    • 1.2k views
    • 
    • Larry Starr
    • February 28, 2018

25. Employer With SIMPLE IRA Wants To Add New 401(k) Plan

    By mming, December 9, 2020
    • 6 replies
    • 611 views
    • 
    • mming
    • December 22, 2020

26. hardships not eligible for rollover

    By Guest sbavely, December 7, 1998
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • October 27, 1999

27. Vesting service for previously excluded employees

    By JDuns, July 24, 2003
    • 6 replies
    • 3.3k views
    • 
    • ccassetty
    • July 26, 2003

28. 401a, why add a K feature

    By Guest mr_patch, August 23, 2011
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • August 23, 2011

29. Investment Policy Statement

    By Pammie57, September 19, 2016
    • 6 replies
    • 1.3k views
    • 
    • MoJo
    • September 19, 2016

30. Due Date for Deferrals for Partner

    By MarZDoates, May 7, 2002
    • 6 replies
    • 2.9k views
    • 
    • Archimage
    • May 7, 2002

31. 401k elective deferral

    By Gary, June 27, 2007
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • June 27, 2007

32. Top Heavy Safe Harbor Match

    By PFranckowiak, March 19, 2020
    • 6 replies
    • 942 views
    • 
    • Belgarath
    • March 20, 2020

33. Failure to Timely Remit Salary Deferrals to Plan

    By Guest Sheila S, February 9, 2000
    • 6 replies
    • 2.5k views
    • 
    • imchipbrown
    • February 11, 2000

34. 401(k) Plan w/o NHCE

    By Hoard1, May 26, 2000
    • 6 replies
    • 1.7k views
    • 
    • MWeddell
    • May 30, 2000

35. Single Participant Plan and Vol Non-Elective Contributions

    By Earl, July 19, 2016
    • 6 replies
    • 708 views
    • 
    • UtahCPA-APA
    • July 21, 2016

36. Terminating Money Purchase Plan - Starting new 401k Plan

    By coleboy, April 18, 2018
    • 6 replies
    • 1.3k views
    • 
    • CuseFan
    • April 18, 2018

37. Converting an existing 401(k) plan to QACA

    By Guest kh1, September 23, 2014
    • 6 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 8, 2014

38. Convert only After-tax employee contributions via In-plan Roth rollover?

    By Will.I.Am, May 25, 2022
    • 6 replies
    • 1.3k views
    • 
    • Bill Presson
    • May 30, 2022

39. Plan runs aground on shoals in a not-so-Safe Harbor

    By Guest Hilarion, December 8, 2004
    • 6 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 8, 2004

40. Restructuring a 401(k) for coverage

    By MSN, July 30, 2009
    • 6 replies
    • 2k views
    • 
    • MSN
    • August 4, 2009

41. QNEC & QMAC

    By austin3515, October 25, 2010
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • October 26, 2010

42. Can LLC member make 401(k) contribs now for plan year 12/03

    By Guest Gee Bee Fran, March 2, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • March 5, 2004

43. What software used for 401(k) plans? Satisfied?

    By Guest marciab, April 22, 2004
    • 6 replies
    • 2.1k views
    • 
    • Brian Gallagher
    • May 13, 2004

44. Super Integrated

    By Logan401, July 30, 2009
    • 6 replies
    • 2k views
    • 
    • Bird
    • August 1, 2009

45. Retirement and a Plan Document

    By Guest jmrivelli, October 25, 2010
    • 6 replies
    • 1.1k views
    • 
    • Guest
    • October 30, 2010

46. Missed RMDs for numerous years

    By cpc0506, November 5, 2012
    • 6 replies
    • 1.9k views
    • 
    • jpod
    • April 26, 2013

47. 100% Deferral

    By BTG, September 20, 2016
    • 6 replies
    • 3.8k views
    • 
    • BTG
    • September 20, 2016

48. Top Paid Group question

    By legort69, December 9, 2020
    • 6 replies
    • 812 views
    • 
    • Belgarath
    • December 10, 2020

49. Four Step SSI

    By Kattdogg12, March 25
    • 6 replies
    • 988 views
    • 
    • Dave Baker
    • April 29

50. Missing Enrollment Forms?

    By Jilliandiz, September 22, 2005
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • September 29, 2005