401(k) Plans

19,275 topics in this forum

1. Coverage Testing

   By Guest Mike Schwing, January 3, 2008
   • 6 replies
   • 2.6k views
   • 
   • zimbo
   • January 7, 2008

2. Erroneous Contributions to Terminated Plan

   By Susan S., March 7, 2014
   • 6 replies
   • 1.5k views
   • 
   • BG5150
   • March 10, 2014

3. Increase 401k deferral for last 4 payrolls in Dec

   By DDB BN, December 5, 2019
   • 6 replies
   • 1.1k views
   • 
   • AJ North
   • December 9, 2019

4. Paycheck Protection Program (2019 Contributions?)

   By Gilmore, April 24, 2020
   • 6 replies
   • 785 views
   • 
   • duckthing
   • April 28, 2020

5. Solo(k) - And whether/when 5500's are required

   By Chipwood 24, December 9, 2020
   • 6 replies
   • 846 views
   • 
   • Jeff V
   • December 10, 2020

6. plan amendment

   By Guest lindamichals, September 10, 2004
   • 6 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • September 13, 2004

7. Harship Distributions: safe harbor requirement for employee to obtain "all other currently available distributions"

   By Guest BL333, June 1, 2009
   • 6 replies
   • 1.6k views
   • 
   • WDIK
   • June 2, 2009

8. New controlled group companies

   By jpokusa, January 10, 2018   

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

     Tagged with:

     • 401(k)
     • participation
     • participating employers
     • controlled group
   • 6 replies
   • 1.8k views
   • 
   • jpod
   • January 11, 2018

9. ADP testing failing - any suggestions?

   By Guest terric, April 21, 2006
   • 6 replies
   • 1.5k views
   • 
   • MR
   • April 28, 2006

10. Only allow Roth catch ups for everyone (not SECURE related, but kind of)

    By WCC, February 14, 2023
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • February 22, 2023

11. Terminating and successor plans

    By Guest ebpcpa, October 17, 2002
    • 6 replies
    • 2.9k views
    • 
    • KJohnson
    • August 5, 2003

12. HCE using top paid group

    By cdavis25, November 12, 2008
    • 6 replies
    • 2.2k views
    • 
    • Mike Preston
    • November 13, 2008

13. How do you apply true up when match stopped mid year?

    By MarZDoates, June 12, 2014
    • 6 replies
    • 1.9k views
    • 
    • Bird
    • June 15, 2014

14. Vesting

    By wifrbr, April 30, 2019
    • 6 replies
    • 1.3k views
    • 
    • Doc Ument
    • April 30, 2019

15. 1099-R Question for CARES Act

    By Stash026, January 28, 2021
    • 6 replies
    • 1.4k views
    • 
    • KTBS5827
    • February 4, 2021

16. Multiple employer PEO 401(k) plan: employer withdrawal triggers perman

    By Guest FAQ, August 19, 2002
    • 6 replies
    • 5.1k views
    • 
    • alanm
    • August 30, 2002

17. Failed ADP/ACP: Employer Puttiing Bulk of Matching In Forfeiture Acct...

    By 401kquestion, March 8, 2014
    • 6 replies
    • 2.3k views
    • 
    • masteff
    • March 10, 2014

18. domestic partner distribution options

    By justanotheradmin, August 26, 2019
    • 6 replies
    • 3.1k views
    • 
    • justanotheradmin
    • August 27, 2019

19. Deferral deposits made late for a plan covering owners and children

    By Jakyasar, March 17, 2021
    • 6 replies
    • 857 views
    • 
    • Jakyasar
    • March 18, 2021

20. Eligibility - Rehire Question

    By ecphcs2, October 16, 2022
    • 6 replies
    • 1k views
    • 
    • Calavera
    • October 18, 2022

21. excluding hourly employees and HCE's. different opinions, who's right

    By Guest Greg W, November 17, 2004
    • 6 replies
    • 3k views
    • 
    • Guest
    • November 18, 2004

22. Broker Fees

    By Just Me, June 29, 2006
    • 6 replies
    • 2k views
    • 
    • Just Me
    • July 3, 2006

23. QNEC Question

    By Stash026, April 6, 2009
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • April 7, 2009

24. Terminate Money Purchase and Start up 401k?

    By Dennis Povloski, June 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • 12AX7
    • June 16, 2011

25. SSNs on benefit statements

    By pcbenefits007, July 10, 2013
    • 6 replies
    • 1.3k views
    • 
    • masteff
    • July 10, 2013

26. Neglected Solo 401k

    By cybertruck, January 30, 2020
    • 6 replies
    • 2.6k views
    • 
    • cybertruck
    • January 31, 2020

27. Prohibited transaction if the plan's broker marries the client company

    By Guest Phil L, November 3, 1999
    • 6 replies
    • 2k views
    • 
    • MWeddell
    • November 5, 1999

28. Reduce self-employment earnings by 179 expense?

    By MR, January 31, 2003
    • 6 replies
    • 23.4k views
    • 
    • jane123
    • September 24, 2003

29. Safe Harbor Plan vs. Safe Harbor Match

    By Guest baconmouse, November 7, 2003
    • 6 replies
    • 2k views
    • 
    • Alf
    • November 12, 2003

30. timing of employer stock distribution

    By Luis Miguel, July 28, 2008
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • August 5, 2008

31. odd match formula failing BRF?

    By AlbanyConsultant, August 25, 2015
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 9, 2015

32. Spousal Consent and Power of Attorney

    By ejohnke, March 26
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 28

33. Required top heavy aggregation if newly promoted key's account balance

    By KJohnson, April 26, 2001
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • May 11, 2001

34. BenefitsLink Nondiscrimination Q&A 5-- Isn't it wrong?

    By KJohnson, September 25, 2003
    • 6 replies
    • 2.7k views
    • 
    • MGB
    • September 25, 2003

35. Safe Harbor to QACA

    By PMC, November 13, 2008
    • 6 replies
    • 6.5k views
    • 
    • Tom Poje
    • November 19, 2008

36. Reduce EACA percentage effective January 1

    By WCC, April 27, 2020
    • 6 replies
    • 941 views
    • 
    • BG5150
    • April 29, 2020

37. Tipped Employees and Deferrals

    By katdmin, January 18, 2022
    • 6 replies
    • 1.8k views
    • 
    • katdmin
    • January 26, 2022

38. Fiduciary Committee Meetings

    By Guest Don123, August 29, 2005
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • August 31, 2005

39. quick mini-survey on bundled provider

    By truphao, November 11, 2024
    • 6 replies
    • 685 views
    • 
    • Paul I
    • November 15, 2024

40. 'Prefunding' Profit Sharing Contributions

    By 0AMatt, March 27   

    • profit sharing
    • correction
    • 6 replies
    • 992 views
    • 
    • Paul I
    • March 28

41. Distribution in 2002 paid from company account

    By Jim Chad, October 17, 2003
    • 6 replies
    • 1.7k views
    • 
    • david rigby
    • October 20, 2003

42. Cross Testing & Failing ADP Test & Otherwise Excludable

    By Guest SuzieQNEC, July 2, 2008
    • 6 replies
    • 3.2k views
    • 
    • Tom Poje
    • February 20, 2009

43. S corp can make deferrals through April 15th?

    By Jim Chad, April 4, 2012
    • 6 replies
    • 1.3k views
    • 
    • austin3515
    • April 9, 2012

44. 402g Refunds After 4/15 deadline

    By ratherbereading, April 21, 2017   

    • 402g refund
    • 6 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • April 21, 2017

45. Controlled Group, multiple plans, controlled group status never reviewed

    By WCC, August 27, 2019
    • 6 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 29, 2019

46. Controlled group coverage testing

    By Cheryl S, December 6, 2019
    • 6 replies
    • 3.5k views
    • 
    • Kevin C
    • December 6, 2019

47. Solo 401k

    By DP, December 16, 2003
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • December 17, 2003

48. Changes in deferral pescentages - how often is OK?

    By Guest sallie, August 20, 2004
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • August 24, 2004

49. PPA - change in PT rules

    By JanetM, November 17, 2006
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • May 14, 2008

50. SPD's

    By Guest HRD, December 8, 2008
    • 6 replies
    • 1.3k views
    • 
    • Lori Friedman
    • December 9, 2008