401(k) Plans

17,889 topics in this forum

1. Unbeknownst SEP-IRA by affiliated service group member

   By J Simmons, December 30, 2021
   • 5 replies
   • 1.1k views
   • 
   • shERPA
   • January 6, 2022

2. Discrimination Testing 1 2 3 4 5

   By wsp, May 17, 2006
   • 120 replies
   • 19.4k views
   • 
   • Blinky the 3-eyed Fish
   • May 24, 2006

3. HCE threshold 1 2 3 4 5

   By Guest non-tax pro, March 23, 2006
   • 115 replies
   • 26.8k views
   • 
   • Mike Preston
   • March 28, 2007

4. Funding of 401(k) using PPP loan 1 2 3 4

   By rblum50, May 8, 2020   

   • ppp
   • loan
   • (and 2 more)

     Tagged with:

     • ppp
     • loan
     • 401(k)
     • contributions
   • 93 replies
   • 5k views
   • 
   • Larry Starr
   • June 4, 2020

5. Are Loans Taxed Twice?? 1 2 3 4

   By austin3515, April 18, 2017
   • 87 replies
   • 8.8k views
   • 
   • XTitan
   • January 16, 2019

6. No more cross-testing, permitted disparity or top-heavy in D.C. Plans 1 2 3 4

   By KJohnson, January 31, 2003
   • 78 replies
   • 15.3k views
   • 
   • jquazza
   • February 3, 2004

7. Is this exclusion of NHCEs for ADP test legitimate? 1 2 3

   By Guest 410b, July 2, 2008
   • 74 replies
   • 11.5k views
   • 
   • Kimberly S
   • July 14, 2008

8. Proposed Regs for definition of QNEC and QMAC 1 2 3

   By Kevin C, January 17, 2017   

   • in the news section today
   • 71 replies
   • 4.8k views
   • 
   • Kevin C
   • January 25, 2017

9. Off Calendar Year Catch-Up Contributions 1 2 3

   By buckaroo, September 20, 2007
   • 70 replies
   • 9.3k views
   • 
   • Kevin C
   • March 7, 2008

10. QRDO Quandary 1 2 3

    By ldr, September 10, 2019   

    • qdro
    • dro
    • (and 1 more)

      Tagged with:

      • qdro
      • dro
      • divorce
    • 70 replies
    • 4.4k views
    • 
    • ldr
    • September 23, 2019

11. pre-funding and 415 1 2 3

    By Bri, May 1, 2020
    • 66 replies
    • 2.2k views
    • 
    • shERPA
    • May 9, 2020

12. 408b2 Disclosures 1 2 3

    By austin3515, June 7, 2012
    • 65 replies
    • 8.2k views
    • 
    • Bird
    • July 19, 2012

13. Loan Payment Delay 1 2 3

    By austin3515, April 1, 2020
    • 64 replies
    • 2.9k views
    • 
    • C. B. Zeller
    • December 9, 2021

14. Record Keeping Requirements for Solo 401(k) 1 2 3

    By matth100, October 19, 2016
    • 62 replies
    • 7k views
    • 
    • matth100
    • November 3, 2016

15. "Actual knowledge to the contrary" 1 2 3

    By austin3515, May 5, 2020
    • 62 replies
    • 2.7k views
    • 
    • austin3515
    • May 8, 2020

16. Rebalance 401(k) Account / Participant Loans 1 2 3

    By austin3515, August 29, 2019
    • 56 replies
    • 3.1k views
    • 
    • Bill Presson
    • October 24, 2019

17. Nationwide Terminating 300 plus PPA's 1 2 3

    By Guest TerminatedPPA, April 28, 2001
    • 55 replies
    • 18.1k views
    • 
    • Guest
    • August 6, 2002

18. Spouse's Unpaid Service 1 2 3

    By austin3515, February 3, 2011
    • 55 replies
    • 4.5k views
    • 
    • masteff
    • February 9, 2011

19. Catchup only 1 2 3

    By ombskid, April 30, 2007
    • 53 replies
    • 7.8k views
    • 
    • Kevin C
    • August 2, 2007

20. 5500 Proposed Revisions 1 2 3

    By austin3515, July 11, 2016
    • 53 replies
    • 3.7k views
    • 
    • austin3515
    • October 28, 2016

21. 401(k) deferrals - double deduction or not 1 2

    By Guest 401kbee, April 12, 2007
    • 49 replies
    • 14.3k views
    • 
    • Steelerfan
    • May 1, 2007

22. Person with comp but zero ELIGIBLE comp in ADP test? 1 2

    By BG5150, August 29, 2008
    • 47 replies
    • 7.3k views
    • 
    • QNPG
    • April 13, 2011

23. Today's IRS Q&A at ASPPA Annual Conference 10/20/10 1 2

    By Guest Pennysaver, October 21, 2010
    • 47 replies
    • 10.7k views
    • 
    • Kevin C
    • November 3, 2011

24. 11(g) Amendment 1 2

    By RLR, June 4, 2018
    • 47 replies
    • 5.9k views
    • 
    • Mike Preston
    • June 11, 2018

25. Am I the only one? 1 2

    By austin3515, January 11
    • 46 replies
    • 1.1k views
    • 
    • Riley Britton
    • January 17