401(k) Plans

19,275 topics in this forum

1. 4-Tier Integrated PS Calc

   By Puffinator, June 16, 2022
   • 6 replies
   • 1.2k views
   • 
   • Gary Lesser
   • November 20, 2022

2. I'm stumped

   By Tom Poje, October 3, 2006
   • 6 replies
   • 1.7k views
   • 
   • BG5150
   • October 4, 2006

3. Reporting 402(g) refund on Tax Return

   By Guest lgm, April 10, 2008
   • 6 replies
   • 7.2k views
   • 
   • Guest
   • April 11, 2008

4. Quarterly Eligiblity

   By Dazednconfused, November 23, 2009
   • 6 replies
   • 1.5k views
   • 
   • WDIK
   • November 24, 2009

5. FORM 5330

   By Guest Chuck118, July 27, 2011
   • 6 replies
   • 3.2k views
   • 
   • Ron Snyder
   • July 27, 2011

6. 401k Plan under same Insurance Contract as 403b

   By austin3515, April 23, 2013
   • 6 replies
   • 1.5k views
   • 
   • austin3515
   • April 25, 2013

7. 401(k) Safe Harbor Plan and Participating Employer

   By LMOC, January 23, 2015
   • 6 replies
   • 2.4k views
   • 
   • LMOC
   • February 16, 2015

8. compensation conundrum

   By K2retire, April 5, 2016
   • 6 replies
   • 1.5k views
   • 
   • K2retire
   • April 6, 2016

9. Eligibility change - 30 day waiting period?

   By Jakyasar, April 3, 2022
   • 6 replies
   • 1.1k views
   • 
   • Jakyasar
   • April 5, 2022

10. RMD Start date - checking

    By Jakyasar, March 26, 2024
    • 6 replies
    • 691 views
    • 
    • david rigby
    • March 27, 2024

11. Safe Harbor 401k plan with 3% SHNEC

    By Guest terric, January 5, 2005
    • 6 replies
    • 2.6k views
    • 
    • austin3515
    • January 12, 2005

12. Targeted QNECs

    By Guest philc, June 15, 2005
    • 6 replies
    • 2.7k views
    • 
    • E as in ERISA
    • June 16, 2005

13. Permissive Aggregation of ER Match

    By Guest Lauren K, April 6, 2007
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • April 9, 2007

14. Meaning of "Discretionary"

    By MSN, October 31, 2007
    • 6 replies
    • 1.7k views
    • 
    • MSN
    • November 1, 2007

15. ASG and Safe Harbor 401(k)

    By Guest JPIngold, October 24, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • October 26, 2009

16. Another life insurance question

    By Guest Robertd, August 21, 2012
    • 6 replies
    • 1.1k views
    • 
    • K2retire
    • August 22, 2012

17. In-service withdrawal before 59.5

    By CaitlinMarg, September 9, 2019
    • 6 replies
    • 4.1k views
    • 
    • FPGuy
    • September 11, 2019

18. Master Trust Investment Accounts

    By Guest CSTS, March 30, 2005
    • 6 replies
    • 3.2k views
    • 
    • JanetM
    • April 6, 2005

19. Over Paid Match

    By Guest lgm, February 10, 2006
    • 6 replies
    • 1.7k views
    • 
    • stephen
    • February 13, 2006

20. Leased employees

    By Guest JPIngold, May 23, 2012
    • 6 replies
    • 3.3k views
    • 
    • 00hskrgrl
    • May 24, 2012

21. Rollover processed as a lump sum

    By jmartin, January 24, 2017
    • 6 replies
    • 888 views
    • 
    • RatherBeGolfing
    • January 24, 2017

22. Dual-Qualified Plan In Puerto Rico

    By metsfan026, August 26, 2022
    • 6 replies
    • 4.8k views
    • 
    • Peter Gulia
    • September 8, 2022

23. short plan year and entry dates

    By Guest mk2308, August 25, 2004
    • 6 replies
    • 2.4k views
    • 
    • rcline46
    • August 26, 2004

24. safe harbor match plus discretionary match

    By WCC, January 23, 2018
    • 6 replies
    • 7.9k views
    • 
    • ldr
    • December 19, 2018

25. Prefilling forms w. names and addresses

    By austin3515, July 11, 2019
    • 6 replies
    • 1.1k views
    • 
    • Kphelps
    • July 16, 2019

26. Top heavy determination: what parts of the accounts have to be counted

    By richard, August 27, 1998
    • 6 replies
    • 6.2k views
    • 
    • Guest
    • October 1, 1998

27. Tax Credit for Acquired Plans

    By Zoey, February 4, 2024
    • 6 replies
    • 1.3k views
    • 
    • Zoey
    • February 5, 2024

28. Terminating plans-Vesting-Forfeitures

    By Guest Gordy, April 28, 2004
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • June 1, 2004

29. Silly Question

    By Randy Watson, June 15, 2005
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • June 27, 2005

30. Admin Error - Effect on 5500

    By Guest liljunebug, March 14, 2008
    • 6 replies
    • 1.6k views
    • 
    • Earl
    • March 23, 2008

31. PArticipant Loanms - 50K Limit

    By austin3515, November 16, 2012
    • 6 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 19, 2012

32. 0% prior yr NHCE ADP

    By TPApril, May 24, 2024
    • 6 replies
    • 1k views
    • 
    • BG5150
    • May 24, 2024

33. allocation of PS contribution for HCE's (timing)

    By k man, August 19, 2003
    • 6 replies
    • 1.7k views
    • 
    • R. Butler
    • August 20, 2003

34. New Targeted QNEC rules

    By fiona1, June 15, 2005
    • 6 replies
    • 5.4k views
    • 
    • PensionPro
    • October 30, 2009

35. DOL Invititation to VFCP

    By austin3515, March 9, 2012
    • 6 replies
    • 1k views
    • 
    • Guest
    • March 30, 2012

36. Difference between determining non elective at end of plan year or per pay period

    By dragondon, November 8, 2022
    • 6 replies
    • 1.3k views
    • 
    • MWeddell
    • November 10, 2022

37. Failure to Deduct Elective Deferrals

    By Scott, February 27, 2001
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • January 4, 2002

38. Hardship distribution for Terminated Participant

    By Guest Tracy H, April 10, 2001
    • 6 replies
    • 4.3k views
    • 
    • Guest
    • April 14, 2001

39. 401(k) deferral deadline for self employed

    By Guest dyoder, September 9, 2003
    • 6 replies
    • 3.6k views
    • 
    • Belgarath
    • December 9, 2004

40. QDIA - Determination of Who Must Receive Notice

    By BeanCounterBlues, December 4, 2007
    • 6 replies
    • 5.8k views
    • 
    • Tom Poje
    • December 7, 2007

41. Safe Harbor match true-up not made to HCEs

    By Guest Jill B, June 15, 2010
    • 6 replies
    • 1.9k views
    • 
    • KMG77
    • June 17, 2010

42. Plan Termination

    By 30Rock, March 20, 2015
    • 6 replies
    • 3.5k views
    • 
    • Lou S.
    • March 20, 2015

43. Partner 401K Contribution Calculation

    By George Harrison Ford, July 2, 2020
    • 6 replies
    • 10.5k views
    • 
    • Bird
    • July 6, 2020

44. Using DOL Online Calculator Without VFCP Application?

    By Guest hybrid2148, March 9, 2012
    • 6 replies
    • 9.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 29, 2012

45. Annual Compensation Limit and Deferrals

    By StevenM, December 23, 2015   

    • 401(a)(17)
    • 6 replies
    • 6.3k views
    • 
    • Kevin C
    • December 24, 2015

46. ADP test - can employee with zero compensation be excluded?

    By John A, March 1, 2002
    • 6 replies
    • 5.1k views
    • 
    • AndyH
    • March 2, 2002

47. Plan excludes "overtime" from compensation

    By 7806akp, December 6, 2016   

    • What is considered overtime
    • 6 replies
    • 1.9k views
    • 
    • K2retire
    • December 7, 2016

48. Withdrawal of Participating Employer

    By RLR, June 27, 2018
    • 6 replies
    • 4.1k views
    • 
    • PensionPete
    • July 23, 2019

49. 1099-R for direct rollover from a Sole prop DB to 401(k) plan

    By AdKu, May 15, 2019
    • 6 replies
    • 1.8k views
    • 
    • justanotheradmin
    • May 21, 2019

50. Safe Harbor 3% for HCEs

    By Pammie57, December 4, 2023
    • 6 replies
    • 831 views
    • 
    • CuseFan
    • December 6, 2023