401(k) Plans

19,275 topics in this forum

1. 401 k on layoff

   By Guest cris, October 28, 2001
   • 6 replies
   • 2.1k views
   • 
   • david rigby
   • October 29, 2001

2. 401 K options returning to the UK

   By Guest DShergold, March 19, 2001
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • March 21, 2001

3. 401 k plan account insured?

   By Guest Dan Shea, September 30, 2008
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • September 30, 2008

4. 401 K Plan with S corp K-1 dollars.

   By Guest GinGinR, April 3, 2003
   • 0 replies
   • 1k views
   • 
   • Guest
   • April 3, 2003

5. 401 k rollover problem

   By Guest me, May 25, 2000
   • 6 replies
   • 1.8k views
   • 
   • Jon Chambers
   • May 25, 2000

6. 401 kamounts

   By Guest Dan Shea, March 1, 2013
   • 3 replies
   • 970 views
   • 
   • Guest
   • March 4, 2013

7. 401-k In Service Withdrawal

   By KevinMc, October 21, 2009
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • October 21, 2009

8. 401-K LOANS

   By Guest CRAFTY, January 22, 2000
   • 4 replies
   • 1.7k views
   • 
   • Jon Chambers
   • February 11, 2000

9. 401-k Plan Audits

   By KevinMc, August 25, 2023
   • 1 reply
   • 533 views
   • 
   • C. B. Zeller
   • August 25, 2023

10. 401-k Plan Merger

    By KevinMc, December 6, 2024
    • 2 replies
    • 580 views
    • 
    • Artie M
    • December 10, 2024

11. 401-k Plan Short Year

    By KevinMc, December 20, 2023
    • 5 replies
    • 890 views
    • 
    • Ken Marblestone
    • December 21, 2023

12. 401(a) (17) Compensation limit for off Calendar Year Plan

    By Pammie57, December 5, 2018
    • 3 replies
    • 1.5k views
    • 
    • Larry Starr
    • December 6, 2018

13. 401(a) clarification

    By Guest IRaceTA, July 23, 2004
    • 4 replies
    • 1.3k views
    • 
    • rcline46
    • July 23, 2004

14. 401(a) early withdrawal now considered an overpayment!

    By Maria Danna, November 1, 2019   

    • distribution
    • overpayment
    • 14 replies
    • 2.3k views
    • 
    • Bird
    • September 16, 2020

15. 401(a) or Annual Compensation Limit

    By Guest hwilliams, November 29, 2004
    • 23 replies
    • 10.1k views
    • 
    • Guest
    • December 8, 2004

16. 401(a) Plan

    By Guest Form5500Guru™, January 31, 2010
    • 1 reply
    • 972 views
    • 
    • K2retire
    • February 1, 2010

17. 401(a) vs. 401(k)

    By Guest vinson7, January 6, 2010
    • 3 replies
    • 3.8k views
    • 
    • Guest
    • January 6, 2010

18. 401(a)...what is it?

    By Guest bouncingsoul, October 6, 2005
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 8, 2005

19. 401(a)(17) - Application to Salary Reductions

    By Guest bjg, January 6, 1999
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • January 8, 1999

20. 401(a)(17) & EGTRRA

    By Guest Donkey Kong, June 4, 2002
    • 8 replies
    • 2.6k views
    • 
    • mbozek
    • June 6, 2002

21. 401(a)(17) and calculation of match

    By Guest APierce, July 24, 2003
    • 15 replies
    • 9.2k views
    • 
    • R. Butler
    • July 30, 2003

22. 401(a)(17) and match per pay period

    By KJohnson, July 15, 2010
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 19, 2010

23. 401(a)(17) Annual Compensation Limit

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

24. 401(a)(17) limit

    By fiona1, August 26, 2011
    • 5 replies
    • 2.5k views
    • 
    • BG5150
    • August 29, 2011

25. 401(a)(17) Limit

    By Guest Gumby, January 27, 2010
    • 1 reply
    • 997 views
    • 
    • BG5150
    • January 27, 2010

26. 401(a)(17) limit and Plan Definition of Comp

    By SadieJane, October 2, 2019
    • 1 reply
    • 1k views
    • 
    • Bill Presson
    • October 2, 2019

27. 401(a)(17) Prorated Due to Suspended Discretionary Match?

    By QualGeek, February 11, 2021
    • 1 reply
    • 498 views
    • 
    • Bird
    • February 12, 2021

28. 401(a)(17) Question

    By Guest NCLawyer, January 11, 2007
    • 3 replies
    • 1.2k views
    • 
    • Jim Chad
    • January 12, 2007

29. 401(a)(26) and defined contribution plans

    By PensionNewbee, March 12, 2003
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • March 12, 2003

30. 401(a)(4) General test - cite needed for Average Benefit Percentage Te

    By John A, February 7, 2002
    • 3 replies
    • 2.6k views
    • 
    • Mike Preston
    • February 11, 2002

31. 401(a)(4) Rate Group Testing

    By Guest elang, February 16, 2010
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 17, 2010

32. 401(a)(4) Testing

    By jpokusa, July 27, 2015   

    • 401(a)(4)
    • New Comp
    • (and 1 more)

      Tagged with:

      • 401(a)(4)
      • New Comp
      • Eligibility
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • July 28, 2015

33. 401(a)(4) Testing

    By Guest LCOLLINS, May 9, 2006
    • 8 replies
    • 2.8k views
    • 
    • Mike Preston
    • May 9, 2006

34. 401(a)(4) testing for quarterly PS allocation

    By Guest TM3069, February 11, 2011
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • February 11, 2011

35. 401(a)(4)-5 - Establishing a DC plan short plan year

    By tamaramiddleton63, October 5, 2016   

    • New Plan - Existing Business
    • New plan
    • (and 1 more)

      Tagged with:

      • New Plan - Existing Business
      • New plan
      • Coverage rules under 401(a)(4)
    • 1 reply
    • 676 views
    • 
    • John Feldt ERPA CPC QPA
    • October 7, 2016

36. 401(a)(4)Testing

    By ratherbereading, February 27
    • 0 replies
    • 793 views
    • 
    • ratherbereading
    • February 27

37. 401(a)(9)

    By Guest pjb, May 24, 2002
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 28, 2002

38. 401(a)(9) And Lump Sum Distributions

    By Guest Donaldson, March 28, 2003
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • March 28, 2003

39. 401(a)(9) relief for 2009?

    By Kathy, December 12, 2008
    • 11 replies
    • 1.9k views
    • 
    • Bird
    • December 15, 2008

40. 401(a)17 and Matching contributions.

    By Guest marie kelly, May 9, 2001
    • 6 replies
    • 2.5k views
    • 
    • Medusa
    • May 10, 2001

41. 401(a)4 corrective amendment question

    By Guest mparker2028, February 16, 2006
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • February 16, 2006

42. 401(a)4 failure

    By Guest mparker2028, December 8, 2005
    • 4 replies
    • 2k views
    • 
    • AndyH
    • December 12, 2005

43. 401(a)4 testing required?

    By Guest RACHELP, December 1, 2005
    • 7 replies
    • 4.7k views
    • 
    • Tom Poje
    • December 14, 2005

44. 401(a)9 - Required Minimum Distribution for 5% Business Owner

    By Guest sbrownlow, October 29, 2004
    • 15 replies
    • 4.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2004

45. 401(b) transition period -- beginning date?

    By Guest Alley, December 4, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 4, 2001

46. 401(ik) elective deferral - contribution deadline

    By retbenser, March 22, 2011
    • 4 replies
    • 3.7k views
    • 
    • K2retire
    • March 25, 2011

47. 401(k)

    By Guest cconnell, July 17, 2006
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 20, 2006

48. 401(k)

    By Guest episarci, December 7, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 7, 2001

49. 401(k)

    By Guest jfgc, January 3, 2000
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • January 12, 2000

50. 401(k)

    By Guest rfemmons, April 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 30, 2003