401(k) Plans

19,321 topics in this forum

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

   By coleboy, April 18, 2018
   • 6 replies
   • 1.4k views
   • 
   • CuseFan
   • April 18, 2018

2. 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

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

   By Will.I.Am, May 25, 2022
   • 6 replies
   • 1.4k views
   • 
   • Bill Presson
   • May 30, 2022

4. 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

5. Restructuring a 401(k) for coverage

   By MSN, July 30, 2009
   • 6 replies
   • 2.1k views
   • 
   • MSN
   • August 4, 2009

6. QNEC & QMAC

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

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

   By Guest Gee Bee Fran, March 2, 2004
   • 6 replies
   • 1.4k views
   • 
   • Guest
   • March 5, 2004

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

   By Guest marciab, April 22, 2004
   • 6 replies
   • 2.2k views
   • 
   • Brian Gallagher
   • May 13, 2004

9. Super Integrated

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

10. Retirement and a Plan Document

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

11. Missed RMDs for numerous years

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

12. 100% Deferral

    By BTG, September 20, 2016
    • 6 replies
    • 4k views
    • 
    • BTG
    • September 20, 2016

13. Top Paid Group question

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

14. Four Step SSI

    By Kattdogg12, March 25, 2025
    • 6 replies
    • 1.1k views
    • 
    • Dave Baker
    • April 29, 2025

15. Missing Enrollment Forms?

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

16. Coverage Testing

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

17. Erroneous Contributions to Terminated Plan

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

18. 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

19. Paycheck Protection Program (2019 Contributions?)

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

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

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

21. plan amendment

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

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

    By Guest BL333, June 1, 2009
    • 6 replies
    • 1.7k views
    • 
    • WDIK
    • June 2, 2009

23. 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

24. ADP testing failing - any suggestions?

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

25. 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

26. Terminating and successor plans

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

27. HCE using top paid group

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

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

    By MarZDoates, June 12, 2014
    • 6 replies
    • 2k views
    • 
    • Bird
    • June 15, 2014

29. Vesting

    By wifrbr, April 30, 2019
    • 6 replies
    • 1.4k views
    • 
    • Doc Ument
    • April 30, 2019

30. 1099-R Question for CARES Act

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

31. 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

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

    By 401kquestion, March 8, 2014
    • 6 replies
    • 2.4k views
    • 
    • masteff
    • March 10, 2014

33. domestic partner distribution options

    By justanotheradmin, August 26, 2019
    • 6 replies
    • 3.2k views
    • 
    • justanotheradmin
    • August 27, 2019

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

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

35. Eligibility - Rehire Question

    By ecphcs2, October 16, 2022
    • 6 replies
    • 1.1k views
    • 
    • Calavera
    • October 18, 2022

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

    By Guest Greg W, November 17, 2004
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • November 18, 2004

37. Broker Fees

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

38. QNEC Question

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

39. Terminate Money Purchase and Start up 401k?

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

40. SSNs on benefit statements

    By pcbenefits007, July 10, 2013
    • 6 replies
    • 1.4k views
    • 
    • masteff
    • July 10, 2013

41. Neglected Solo 401k

    By cybertruck, January 30, 2020
    • 6 replies
    • 2.7k views
    • 
    • cybertruck
    • January 31, 2020

42. 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

43. Reduce self-employment earnings by 179 expense?

    By MR, January 31, 2003
    • 6 replies
    • 23.5k views
    • 
    • jane123
    • September 24, 2003

44. Safe Harbor Plan vs. Safe Harbor Match

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

45. timing of employer stock distribution

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

46. odd match formula failing BRF?

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

47. Spousal Consent and Power of Attorney

    By ejohnke, March 26, 2025
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 28, 2025

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

    By KJohnson, April 26, 2001
    • 6 replies
    • 2k views
    • 
    • Guest
    • May 11, 2001

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

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

50. Safe Harbor to QACA

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