401(k) Plans

19,275 topics in this forum

1. Top Paid Group problem

   By Richard Anderson, August 13, 2012
   • 6 replies
   • 2.1k views
   • 
   • chc93
   • August 15, 2012

2. Top Heavy Exemption When Plan Formerly Was Not Safe Harbor

   By Jeff V, December 11, 2020
   • 6 replies
   • 1.1k views
   • 
   • Jeff V
   • December 18, 2020

3. Eligiblity of a Rehire

   By Lou81, May 1, 2023   

   • rehire
   • 6 replies
   • 1.1k views
   • 
   • Lou81
   • May 1, 2023

4. Failure to obtain proper Distrib. Elections and Consents

   By Earl, December 21, 2000
   • 6 replies
   • 1.6k views
   • 
   • david rigby
   • December 24, 2000

5. Distribution Fees

   By Guest Midas, June 9, 2005
   • 6 replies
   • 2.3k views
   • 
   • david rigby
   • June 16, 2005

6. The Effect of Social Security Wage Base on the Decision to Maximize El

   By Guest CAROLINE, March 14, 2002
   • 6 replies
   • 2.3k views
   • 
   • Guest
   • October 11, 2002

7. 401(k) Plans with over 100 participants?

   By Guest Michael Anderson, February 10, 2005
   • 6 replies
   • 1.6k views
   • 
   • BeckyMiller
   • March 8, 2005

8. 18 Month Permissive Disaggregation

   By RCK, September 1, 2006
   • 6 replies
   • 4.5k views
   • 
   • austin3515
   • September 5, 2006

9. Maintain Salary Deferral Election Forms?

   By Guest TPAStacey, July 1, 2009
   • 6 replies
   • 3.3k views
   • 
   • K2retire
   • July 1, 2009

10. Vested ownership? What counts for HCE determ?

    By jmartin, January 17, 2014
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • January 17, 2014

11. IRS Levy on 401-k Plan

    By Guest pstowers, February 18, 2000
    • 6 replies
    • 5k views
    • 
    • Guest
    • January 8, 2009

12. discretionary match - notice to participants required if discontinue making match?

    By PensionNewbee, December 16, 2003
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • December 18, 2003

13. Common Control

    By Guest tintree73, October 17, 2005
    • 6 replies
    • 2.4k views
    • 
    • R. Butler
    • October 19, 2005

14. Hardship to purchase land

    By Guest anne1, December 9, 2005
    • 6 replies
    • 3.6k views
    • 
    • GBurns
    • December 23, 2005

15. Brother Sister Controlled Group

    By Guest MEGK, September 23, 2011
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • September 23, 2011

16. ADP/ACP Shifting - Prior Year Testing

    By Lou S., March 4, 2015
    • 6 replies
    • 2.5k views
    • 
    • BG5150
    • March 5, 2015

17. Safe Harbor Plans / 414s

    By austin3515, January 16, 2017
    • 6 replies
    • 725 views
    • 
    • austin3515
    • January 16, 2017

18. Supplemental Employer Profit-Sharing Contribution for Employees Having

    By Guest Cal, November 8, 2000
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • November 9, 2000

19. PEO and controlled group Issue(s)?

    By Guest tintree73, October 17, 2003
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • October 27, 2003

20. Catch Up Regs - Cash Availablity Limit Exception to UA Requirement

    By Alf, November 7, 2003
    • 6 replies
    • 1.8k views
    • 
    • QDROphile
    • November 12, 2003

21. safe harbor in the new 401(k) regs

    By Guest anne1, December 9, 2005
    • 6 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 13, 2005

22. failure to follow withholding election

    By Kimberly S, June 28, 2007
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • July 2, 2007

23. 1300 Hours for PS Contribution

    By susieQ, June 27, 2019
    • 6 replies
    • 1.4k views
    • 
    • Tom Poje
    • July 1, 2019

24. Converting Existing 401(k) to Safe Harbor 401(k) Mid Year - Def. of Su

    By Christine Roberts, April 17, 2002
    • 6 replies
    • 3.2k views
    • 
    • Tom Poje
    • April 19, 2002

25. Failed ADP Test - how to correct?

    By Francis, August 30, 2007
    • 6 replies
    • 3k views
    • 
    • Tom Poje
    • September 5, 2007

26. 414(s) compensation vs. 415(c)(3) compensation

    By jlea, March 9, 2008
    • 6 replies
    • 10.6k views
    • 
    • zimbo
    • March 10, 2008

27. 415 limit with catch up

    By perplexedbypensions, January 16, 2019
    • 6 replies
    • 5.1k views
    • 
    • ESOP Guy
    • January 17, 2019

28. What is the difference between a 401(k) plan and a 401(a) plan?

    By Guest Blueglass, November 30, 2003
    • 6 replies
    • 7.2k views
    • 
    • mbozek
    • December 4, 2003

29. 10% Withholding on Corrective Distributions

    By Lori Foresz, February 10, 2005
    • 6 replies
    • 6k views
    • 
    • jaemmons
    • February 10, 2005

30. Late Deposit of Safe Harbor

    By Dougsbpc, December 11, 2011
    • 6 replies
    • 5.5k views
    • 
    • TPApril
    • January 31, 2012

31. Amendment Required

    By DPSRich, January 25
    • 6 replies
    • 639 views
    • 
    • DPSRich
    • January 28

32. S-Corp, W-2, 401k and match deposits

    By LMK TPA, March 28
    • 6 replies
    • 1.1k views
    • 
    • Paul I
    • March 29

33. Do we need a brand new plan?

    By Guest pjb, August 14, 2003
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 15, 2003

34. Multiple Employer Plan and 401k Safe Harbor

    By J Simmons, February 13, 2007
    • 6 replies
    • 4.4k views
    • 
    • Guest
    • May 2, 2007

35. Handling residual earnings

    By PLAN MAN, April 14, 2010
    • 6 replies
    • 3.2k views
    • 
    • Jim Norman
    • April 16, 2010

36. Asset Purchase

    By Guest A_Dude, March 11, 2014
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • March 17, 2014

37. Fringe Benefit? Meals and Lodging?

    By justanotheradmin, March 11, 2019
    • 6 replies
    • 3k views
    • 
    • justanotheradmin
    • March 13, 2019

38. Auto-Enrollment

    By jpod, July 1, 2019
    • 6 replies
    • 738 views
    • 
    • RatherBeGolfing
    • July 2, 2019

39. Top Heavy Coverage Test

    By blue, March 3, 2006
    • 6 replies
    • 3k views
    • 
    • R. Butler
    • March 6, 2006

40. Entry Date

    By DTH, September 23, 2016
    • 6 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 30, 2016

41. Supplemental Security Inocme

    By R. Butler, April 23, 2018
    • 6 replies
    • 1.4k views
    • 
    • CuseFan
    • April 25, 2018

42. 5500 vs. 5500c/r

    By Guest P A Weick, June 11, 1999
    • 6 replies
    • 2.3k views
    • 
    • Tom Poje
    • July 2, 1999

43. Can an employer make matching contributions to a solo 401k?

    By dragondon, December 22, 2022
    • 6 replies
    • 868 views
    • 
    • Lou S.
    • December 22, 2022

44. Allocating Forfeiture Account For Terminated Plan

    By metsfan026, November 17, 2023
    • 6 replies
    • 2.7k views
    • 
    • Luke Bailey
    • November 21, 2023

45. Form 5500 Extension Requirement

    By metsfan026, July 29
    • 6 replies
    • 1.7k views
    • 
    • Bug on my window
    • July 29

46. IRS Audit- Power of Attorney

    By coleboy, August 29, 2019
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • August 30, 2019

47. Employer Matching Contributions Used as Top Heavy Minimums

    By Guest Larry McNamara, February 9, 2000
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • February 22, 2000

48. 7 Year Graded Vesting

    By Alex Daisy, July 1, 2009
    • 6 replies
    • 5.5k views
    • 
    • Kevin C
    • July 2, 2009

49. Spousal rollover of loan due to death distribution

    By FundeK, January 30, 2009
    • 6 replies
    • 2.8k views
    • 
    • Kevin C
    • January 30, 2009

50. ADP Testing Question

    By metsfan026, September 21, 2021
    • 6 replies
    • 996 views
    • 
    • Mike Preston
    • September 22, 2021