401(k) Plans

19,317 topics in this forum

1. Leaving PEO Plan When CO is Acquired

   By 401 Chaos, August 4, 2017
   • 11 replies
   • 7.1k views
   • 
   • TPAJake
   • August 8, 2017

2. Family Attribution Rules

   By Guest AP, March 2, 1999
   • 1 reply
   • 7.1k views
   • 
   • david shipp
   • March 2, 1999

3. Overpayment to terminated participant

   By Guest Thom Shumosic,CFP, April 5, 2000
   • 13 replies
   • 7k views
   • 
   • pjkoehler
   • June 23, 2000

4. Excess (over plan limit) deferrals

   By Guest A. Rostosky, January 5, 2001
   • 18 replies
   • 7k views
   • 
   • Guest
   • January 19, 2001

5. LLC owner who deferred but had negative earnings from self employment

   By Guest Robin S. Vatalaro, March 13, 2001
   • 12 replies
   • 7k views
   • 
   • BeckyMiller
   • March 26, 2001

6. 401K Pension Freezing/Blackout Period

   By Guest Robert Tate, September 19, 2001
   • 10 replies
   • 7k views
   • 
   • Guest
   • February 15, 2002

7. Back pay

   By Guest ppapdx, September 9, 2013
   • 9 replies
   • 7k views
   • 
   • Flyboyjohn
   • June 2, 2015

8. Roth Deferrals and 402(g) Violation

   By buckaroo, April 27, 2010
   • 16 replies
   • 7k views
   • 
   • austin3515
   • May 4, 2010

9. Transition Rule

   By justatester, January 10, 2008
   • 4 replies
   • 7k views
   • 
   • justatester
   • January 14, 2008

10. Contribution Limits for off calendar year

    By Pammie57, September 24, 2018
    • 4 replies
    • 7k views
    • 
    • CJ Allen
    • September 26, 2018

11. Union Plan

    By Kevin C, July 26, 2017
    • 29 replies
    • 7k views
    • 
    • shERPA
    • August 1, 2017

12. Processing delays with Nationwide

    By AndyH, February 27, 2024
    • 13 replies
    • 7k views
    • 
    • Tony 2
    • October 1, 2024

13. Employee Transfers to Foreign Subsidiaries

    By 401 Chaos, May 30, 2007
    • 8 replies
    • 7k views
    • 
    • Guest
    • May 30, 2007

14. Full Time to Part Time

    By wifrbr, May 25, 2018
    • 7 replies
    • 6.9k views
    • 
    • Doc Ument
    • May 29, 2018

15. Contribution deadline...

    By K-t-F, December 17, 2003
    • 16 replies
    • 6.9k views
    • 
    • mbozek
    • December 23, 2003

16. Spouse's Unpaid Service 1 2

    By austin3515, February 3, 2011
    • 55 replies
    • 6.9k views
    • 
    • masteff
    • February 9, 2011

17. Percentage of trustee/participant directed 401k plans

    By spiritrider, August 1, 2017
    • 43 replies
    • 6.9k views
    • 
    • MWeddell
    • November 30, 2020

18. Employee Irrevocable Election NOT to Participate - Hypothetical Questi

    By Guest glhotdog, May 14, 1999
    • 8 replies
    • 6.9k views
    • 
    • Guest
    • August 29, 2000

19. Reallocation of forfeitures

    By AJ North, April 18, 2012
    • 5 replies
    • 6.9k views
    • 
    • K2retire
    • April 19, 2012

20. Safe Harbor Match Deposit Deadline

    By Guest jvandyke, September 2, 2009
    • 4 replies
    • 6.9k views
    • 
    • Guest
    • September 22, 2009

21. Protected Benefits

    By Guest susan w, September 23, 1999
    • 5 replies
    • 6.9k views
    • 
    • LCARUSI
    • September 25, 1999

22. commingle SHNEC and SHMAC

    By Jim Chad, December 14, 2007
    • 2 replies
    • 6.9k views
    • 
    • Bill Presson
    • December 17, 2007

23. Proper 401K plan entry date in TPA records?

    By Guest 410b, October 11, 2012
    • 12 replies
    • 6.9k views
    • 
    • Guest
    • October 13, 2012

24. Website w/ payroll illustrator showing immediate tax advantages of par

    By Guest susan w, November 8, 2000
    • 1 reply
    • 6.9k views
    • 
    • Guest
    • November 8, 2000

25. Successor plan rule

    By R.G., March 27, 2017
    • 21 replies
    • 6.9k views
    • 
    • MoJo
    • March 28, 2017

26. If Salary Deferrals are returned due to 415 limits what should happen

    By stephen, December 4, 2000
    • 30 replies
    • 6.9k views
    • 
    • Guest
    • December 12, 2000

27. 401k Loan - Deemed Distribution Date?

    By Gannuscio, August 11, 2016   

    • Distribution Date
    • 401k Loan
    • (and 1 more)

      Tagged with:

      • Distribution Date
      • 401k Loan
      • 1099
    • 24 replies
    • 6.9k views
    • 
    • Gannuscio
    • August 18, 2016

28. Deferrals upon rehire

    By Guest caseyb, July 7, 2008
    • 19 replies
    • 6.8k views
    • 
    • Guest
    • July 15, 2008

29. Definition of Benefits, Rights and Features.

    By Guest Ofraser, December 31, 2002
    • 7 replies
    • 6.8k views
    • 
    • mbozek
    • January 3, 2003

30. 402(g) excess deferral not refunded by April 15

    By Guest GMedley, June 5, 2001
    • 7 replies
    • 6.8k views
    • 
    • R. Butler
    • June 7, 2001

31. "Deemed 125 compensation" - What is it?

    By Guest ChopperPilot, March 4, 2005
    • 2 replies
    • 6.8k views
    • 
    • stevena
    • March 5, 2005

32. Spreadsheet (?) to determine controlled group

    By BG5150, November 29, 2007
    • 22 replies
    • 6.8k views
    • 
    • Tom Poje
    • July 15, 2023

33. Top Heavy in First Year

    By Guest KMP, August 22, 2002
    • 18 replies
    • 6.8k views
    • 
    • Mike Preston
    • August 29, 2002

34. Top Heavy Fix Basics

    By rushlakeguy, January 10, 2017
    • 41 replies
    • 6.8k views
    • 
    • rushlakeguy
    • January 12, 2017

35. Fund Mapping

    By Nassau, August 16, 2011
    • 5 replies
    • 6.8k views
    • 
    • K2retire
    • August 17, 2011

36. Contribution given based on years of service.

    By Guest Theresa, February 2, 2001
    • 4 replies
    • 6.8k views
    • 
    • Guest
    • February 4, 2001

37. Unused Vacation Pay - Can it be derferred?

    By katie58, June 27, 2014
    • 3 replies
    • 6.8k views
    • 
    • MWeddell
    • June 30, 2014

38. Dual Eligibility and Testing Requirements?

    By JMP, April 23, 2020
    • 15 replies
    • 6.8k views
    • 
    • RatherBeGolfing
    • April 27, 2020

39. Summary Annual Report (SAR)

    By Nassau, October 19, 2010
    • 3 replies
    • 6.8k views
    • 
    • GMK
    • October 19, 2010

40. One-time irrevocable election

    By Richard Anderson, July 6, 2001
    • 9 replies
    • 6.8k views
    • 
    • Guest
    • July 9, 2001

41. Blackouts

    By Guest hitt24, March 25, 2002
    • 35 replies
    • 6.8k views
    • 
    • KJohnson
    • April 9, 2002

42. Plan Compensation and HSA premiums

    By Dougsbpc, January 29, 2013
    • 9 replies
    • 6.8k views
    • 
    • QDROphile
    • January 31, 2013

43. 401K plan - Foreign spouse - No SSN or TIN

    By prof, October 8, 2021
    • 6 replies
    • 6.7k views
    • 
    • CuseFan
    • October 11, 2021

44. State tax on pension distributions

    By Guest hyper, September 2, 2005
    • 17 replies
    • 6.7k views
    • 
    • mbozek
    • November 2, 2005

45. Safe Harbor Mid-Year MERGER

    By JustMe, July 30, 2020
    • 15 replies
    • 6.7k views
    • 
    • JustMe
    • August 10, 2020

46. 401k matching

    By Guest PAccuardi, August 24, 1998
    • 1 reply
    • 6.7k views
    • 
    • Guest
    • August 24, 1998

47. QACA Match

    By Kevin01, November 18, 2009
    • 2 replies
    • 6.7k views
    • 
    • Kevin C
    • November 19, 2009

48. Hardship withdrawal for construction of primary residence

    By Guest tlarson, January 4, 2002
    • 3 replies
    • 6.7k views
    • 
    • Erik Read
    • January 8, 2002

49. Spin off or transfer

    By Guest Pension Girl, March 11, 2010
    • 6 replies
    • 6.7k views
    • 
    • Bird
    • March 12, 2010

50. ADP/ACP Prior Year Testing Method

    By fiona1, February 16, 2004
    • 14 replies
    • 6.7k views
    • 
    • §#$%!
    • February 19, 2004