401(k) Plans

19,275 topics in this forum

1. Demutualization Proceeds

   By Disco Stu, November 12, 2002
   • 18 replies
   • 4.9k views
   • 
   • mbozek
   • January 13, 2003

2. Compensation after termination

   By Vlad401k, January 29, 2018
   • 17 replies
   • 8.8k views
   • 
   • ldr
   • February 1, 2019

3. Amendment to Comply with Final 401(k) Regulations

   By smm, February 14, 2006
   • 17 replies
   • 7.5k views
   • 
   • mariemonroe
   • October 20, 2006

4. Amend type of profit share contribution mid year

   By EBDI, July 21, 2015
   • 17 replies
   • 4.5k views
   • 
   • Mike Preston
   • July 24, 2015

5. Employment Contract requires employees to not participate

   By Kevin C, October 11, 2017
   • 17 replies
   • 3k views
   • 
   • ETA Consulting LLC
   • October 14, 2017

6. Testing "Most" Otherwise Excludibles Separately

   By austin3515, February 3, 2015
   • 17 replies
   • 1.4k views
   • 
   • MrKnowItLittle
   • February 5, 2015

7. Quick Eligibility Question

   By Guest carsonv, March 11, 2005
   • 17 replies
   • 3.8k views
   • 
   • GBurns
   • March 17, 2005

8. 401(a)(17) Annual Compensation Limit

   By Guest BenMngr08, March 18, 2008
   • 17 replies
   • 5.6k views
   • 
   • ETA Consulting LLC
   • October 18, 2015

9. 410(b) question

   By Kevin C, June 12, 2009
   • 17 replies
   • 4.5k views
   • 
   • Guest
   • June 17, 2009

10. Looking for advice... small s-corp 401k challenges

    By kckid, March 30, 2015
    • 17 replies
    • 2.1k views
    • 
    • kckid
    • March 31, 2015

11. Ex-spouse named as beneficiary

    By 2muchstress, August 27, 2002
    • 17 replies
    • 4.7k views
    • 
    • mbozek
    • August 28, 2002

12. 401K Held Hostage

    By MarkGAllen, March 22, 2018
    • 17 replies
    • 2.2k views
    • 
    • card
    • March 24, 2018

13. contribution limits

    By cpc0506, July 10, 2017
    • 17 replies
    • 1.5k views
    • 
    • Mike Preston
    • July 15, 2017

14. Vesting -- Rehired Employee

    By Mr Bagwell, May 18, 2017   

    • vesting
    • 17 replies
    • 6.2k views
    • 
    • Mike Preston
    • May 19, 2017

15. Mistake of Fact ???!!!

    By BW, December 10, 2014
    • 17 replies
    • 4.4k views
    • 
    • Stable Two Financial
    • December 17, 2014

16. Forfeitures to pay plan expenses

    By BG5150, March 9, 2011
    • 17 replies
    • 5.9k views
    • 
    • austin3515
    • November 5, 2013

17. EPCRS Missed Deferral Opportunity

    By austin3515, July 10, 2018
    • 17 replies
    • 5k views
    • 
    • austin3515
    • July 17, 2018

18. Is this cutting back a protected benefit?

    By Jim Chad, September 10, 2008
    • 17 replies
    • 3.5k views
    • 
    • Kevin C
    • September 11, 2008

19. Hardship distribution for Purpose of Principal Residence

    By Guest tonjer, March 18, 2003
    • 17 replies
    • 10.2k views
    • 
    • mbozek
    • June 12, 2003

20. ACP fails, what about Catch-Up matches?

    By Guest m.n.ouellette, January 15, 2009
    • 17 replies
    • 4k views
    • 
    • BG5150
    • January 21, 2009

21. Pre-tax deferrals after 401(a)(17) limit

    By Guest Tom Moses, October 7, 1998
    • 17 replies
    • 5.7k views
    • 
    • Larry M
    • April 3, 1999

22. Integrating Deemed Roth IRAs into 401k Plans

    By Guest johnpetrancosta, July 21, 2005
    • 17 replies
    • 3.9k views
    • 
    • Guest
    • July 22, 2005

23. ADP test refund going to automatic non-deductible contribution bucket?

    By ldr, September 18, 2020   

    • adp test; non-deductible contributions
    • 17 replies
    • 1.8k views
    • 
    • BG5150
    • September 23, 2020

24. Administration of catch up contributions

    By Guest Diane DuFresne, February 5, 2002
    • 17 replies
    • 2.8k views
    • 
    • Guest
    • February 20, 2002

25. Catch-up Contributions and 401(a)(17) Limit

    By rocknrolls2, November 16, 2001
    • 17 replies
    • 6.4k views
    • 
    • mbozek
    • September 11, 2002

26. Is it okay to delay the deposit of elective deferrals if TPA says that their fees will increase if deposits are made more frequently?

    By katieinny, April 6, 2005
    • 17 replies
    • 2.9k views
    • 
    • RCK
    • April 15, 2005

27. transfer of assets

    By Guest Smitty848, February 12, 2003
    • 17 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 26, 2003

28. When can the plan year begin for a new company? Please help ASAP.

    By Guest chris4013, December 1, 2004
    • 17 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • December 6, 2004

29. EMPLOYEE DEFERRALS SENT TWICE

    By Guest MKELLY9522, October 9, 2008
    • 17 replies
    • 3.9k views
    • 
    • DMcGovern
    • October 27, 2008

30. Maximizing employer contributions / 415 limit

    By Guest tjt169, February 14, 2014
    • 17 replies
    • 5.7k views
    • 
    • Lou S.
    • February 22, 2018

31. Vacation Time A taxable fringe??

    By austin3515, June 28, 2016
    • 17 replies
    • 4.2k views
    • 
    • Belgarath
    • January 15

32. Vanguard dragging their feet

    By Jeanie, April 3, 2018
    • 17 replies
    • 4.8k views
    • 
    • card
    • April 25, 2018

33. Is rollover money exempt from the 10% penalty?

    By ldr, February 20, 2019   

    • rollover
    • withdrawal
    • (and 1 more)

      Tagged with:

      • rollover
      • withdrawal
      • penalty
    • 17 replies
    • 2.3k views
    • 
    • ldr
    • February 22, 2019

34. Giving Investment Advice to Participants in 401(k) Plans

    By LCARUSI, December 27, 1999
    • 17 replies
    • 2.8k views
    • 
    • Jon Chambers
    • January 12, 2000

35. EIN/SS# for 1099-R / 1096

    By austin3515, September 14, 2011
    • 17 replies
    • 8.2k views
    • 
    • Bird
    • September 15, 2011

36. What is the last day on which a coronavirus loan can be made?

    By Peter Gulia, April 13, 2020   

    • cares act; congress
    • 17 replies
    • 1k views
    • 
    • Luke Bailey
    • April 15, 2020

37. Prior Year method, first only has HCEs

    By John Feldt ERPA CPC QPA, February 28, 2007
    • 17 replies
    • 3.7k views
    • 
    • Archimage
    • March 8, 2007

38. 401(k) contribution preceded services

    By tpacpa, September 9, 2014
    • 17 replies
    • 1.9k views
    • 
    • Kevin C
    • September 12, 2014

39. May an employer design a plan with no payout until normal retirement age?

    By Peter Gulia, June 20, 2024
    • 17 replies
    • 1.4k views
    • 
    • Peter Gulia
    • June 23, 2024

40. Conversion to Automatic Enrollment

    By Guest Una M, March 27, 2001
    • 17 replies
    • 3.6k views
    • 
    • RCK
    • April 19, 2001

41. starting an owner only 401(k) plan after reclassifying the only employee

    By ldr, April 29, 2021   

    • independent contractor
    • solo 401k
    • 17 replies
    • 1.9k views
    • 
    • Belgarath
    • April 30, 2021

42. 401k late due to chg in recordkeeper, or not

    By TPApril, September 14, 2018
    • 17 replies
    • 3.5k views
    • 
    • Patricia Neal Jensen
    • September 25, 2018

43. Paycheck Protection Program

    By BTG, April 16, 2020
    • 17 replies
    • 2k views
    • 
    • Larry Starr
    • April 25, 2020

44. Must 401K contributions be withheld from pay?

    By Guest ctfudge07, January 11, 2007
    • 17 replies
    • 2.9k views
    • 
    • stephen
    • January 15, 2007

45. Ceasing SH NEC

    By Guest Sieve, October 14, 2008
    • 17 replies
    • 3.2k views
    • 
    • WDIK
    • February 2, 2009

46. Catch-up & top heavy

    By R. Butler, September 15, 2014
    • 17 replies
    • 5.2k views
    • 
    • legort69
    • November 30, 2017

47. Forfeitures returned to employer-Prohibited transaction or Mistake of Fact

    By Guest skos, August 21, 2008
    • 17 replies
    • 5.2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 27, 2018

48. Client did not remit deferrals

    By Guest ellah, October 22, 2007
    • 17 replies
    • 2.5k views
    • 
    • Tom Poje
    • October 25, 2007

49. OVer-distribution from defined contribution plan

    By Guest W Kelleher, February 17, 2003
    • 17 replies
    • 3.1k views
    • 
    • Appleby
    • March 31, 2003

50. Hours required for Vesting Year of Service

    By AATPA, April 22, 2019
    • 17 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 23, 2019