401(k) Plans

19,321 topics in this forum

1. converting defined benefit to 401(k)

   By Guest Liesl, May 27, 1999
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • June 23, 1999

2. Converting Existing 401(k) to Safe Harbor 401(k) Mid Year - Def. of Su

   By Christine Roberts, April 17, 2002
   • 6 replies
   • 3.2k views
   • 
   • Tom Poje
   • April 19, 2002

3. Converting K1 to "plan wage" for cross test

   By jmartin, April 28, 2014
   • 2 replies
   • 2.5k views
   • 
   • jmartin
   • April 28, 2014

4. COnverting Loans During a Change of Recordkeepers and Impact on Amortization Schedules

   By Guest andmik, October 8, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • October 8, 2003

5. Converting money purchase plan to 401(k)

   By Guest Jill41402, May 28, 2008
   • 15 replies
   • 5.8k views
   • 
   • Guest
   • July 8, 2008

6. Converting New Plans to TPA's Prototype

   By Guest, January 21, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • January 21, 2000

7. Converting Plan with Self-Directed Brokerage

   By khn, January 21, 2021
   • 1 reply
   • 621 views
   • 
   • C. B. Zeller
   • January 21, 2021

8. Converting PS to New Comp

   By Guest MMorgan, September 10, 1998
   • 5 replies
   • 5k views
   • 
   • Lorraine Dorsa
   • September 12, 1998

9. Converting SIMPLE IRA to 401k - Notice REquirement

   By austin3515, May 23, 2025
   • 2 replies
   • 816 views
   • 
   • austin3515
   • May 23, 2025

10. Converting to a safe harbor mid plan year

    By Guest mparker2028, April 7, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 7, 2005

11. Converting two Solo 401k plans into one when you have an LLC and are self employed 

    By ill, May 12, 2023
    • 3 replies
    • 2.5k views
    • 
    • truphao
    • May 13, 2023

12. Coordination of 403(b) and 401(k) Plans

    By truphao, June 6, 2023
    • 5 replies
    • 684 views
    • 
    • Ilene Ferenczy
    • June 8, 2023

13. coordination of benefits between two plans

    By BW, October 27, 2018
    • 4 replies
    • 648 views
    • 
    • imchipbrown
    • October 29, 2018

14. coordination of deferral limits in different plans

    By Craig Garner, February 23, 2009
    • 2 replies
    • 2.4k views
    • 
    • Kevin C
    • February 23, 2009

15. coordination of SEP and 401k plan

    By Gary, June 1, 2011
    • 5 replies
    • 2.5k views
    • 
    • austin3515
    • June 1, 2011

16. Corbel / Collapsible Adoption Agreement

    By austin3515, April 24, 2019
    • 7 replies
    • 2.8k views
    • 
    • Bird
    • April 26, 2019

17. Corbel auto rollover amendment package?

    By Guest padmin, March 3, 2005
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • March 3, 2005

18. Corbel Prototype

    By Archimage, April 6, 2006
    • 6 replies
    • 1.8k views
    • 
    • namealreadyinuse
    • April 7, 2006

19. Corbel vs Accudraft

    By Guest Giovanni, August 27, 2004
    • 9 replies
    • 2.9k views
    • 
    • Archimage
    • October 27, 2005

20. Cornona Virus distribution

    By Lou81, April 9, 2020   

    • cares act
    • 4 replies
    • 887 views
    • 
    • Luke Bailey
    • May 18, 2020

21. Corona Virus and 401k Deferrals

    By mjf06241972, March 22, 2020
    • 2 replies
    • 696 views
    • 
    • Larry Starr
    • March 23, 2020

22. Coronavirus DIstribution Timing

    By Christine Roberts, June 4, 2021
    • 11 replies
    • 1.7k views
    • 
    • MoJo
    • June 8, 2021

23. Coronavirus Related Distribution

    By ErisaGeek, April 1, 2020
    • 0 replies
    • 312 views
    • 
    • ErisaGeek
    • April 1, 2020

24. Coronavirus-Related Distributions

    By EBECatty, March 31, 2020
    • 13 replies
    • 1.8k views
    • 
    • justanotheradmin
    • April 7, 2020

25. Coronavirus-Related Distributions - Mandatory Distributions

    By EBECatty, April 1, 2020
    • 2 replies
    • 473 views
    • 
    • RatherBeGolfing
    • April 2, 2020

26. Corp Tax Deadline and PS Funding

    By Guest saotampa, February 23, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2007

27. Corp Tax Return Filing Deadline 2008

    By Guest saotampa, April 17, 2009
    • 2 replies
    • 1.2k views
    • 
    • 401king
    • April 17, 2009

28. Corp. A has no Plan, buys Corp. B which has a 401(k) in a stock sale and....stock purchase

    By RayJJohnsonJr, April 7, 2020
    • 9 replies
    • 943 views
    • 
    • RayJJohnsonJr
    • April 7, 2020

29. Corp. Tax Deadline

    By Guest CCarter, January 8, 2003
    • 2 replies
    • 1.4k views
    • 
    • Archimage
    • January 9, 2003

30. Corporate Mergers - 401k plans and testing

    By Guest Kerry, October 20, 1998
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 10, 1998

31. Corporate Restructuring--Single 401k

    By sloble@crowleyfleck.com, December 8, 2004
    • 1 reply
    • 1k views
    • 
    • Alf
    • December 8, 2004

32. Corporate taxes in relation to 401(k) contribution matching

    By Guest bwhitaker, January 28, 2004
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • January 31, 2004

33. Corporate Trustees

    By Guest JEP, October 23, 2001
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • October 24, 2001

34. Corporate trusteeship versus self-trusteeship? Ramifications of both?

    By Guest Kent Scrivener, March 14, 2000
    • 3 replies
    • 1.5k views
    • 
    • Jon Chambers
    • March 21, 2000

35. correct ADP before 401b?

    By AlbanyConsultant, February 25, 2015
    • 9 replies
    • 1.8k views
    • 
    • AlbanyConsultant
    • March 3, 2015

36. correct amount to report on 1099

    By k man, July 8, 2004
    • 20 replies
    • 2.6k views
    • 
    • TBob
    • July 13, 2004

37. Correct Matching Schedule

    By Guest JWBrown, March 22, 2000
    • 6 replies
    • 1.5k views
    • 
    • John A
    • March 27, 2000

38. Correct year for deferrals to apply against 402(g) limit

    By bdeancpa, September 27, 2023
    • 5 replies
    • 1.7k views
    • 
    • duckthing
    • October 3, 2023

39. Corrected 1099-R

    By austin3515, July 21, 2016
    • 17 replies
    • 2.3k views
    • 
    • austin3515
    • July 22, 2016

40. Corrected 1099s--Participant issues

    By Guest kjcurly, July 26, 2006
    • 2 replies
    • 1.8k views
    • 
    • JanetM
    • July 28, 2006

41. Correcting 1099's

    By Richard Anderson, March 3, 2000
    • 0 replies
    • 1.5k views
    • 
    • Richard Anderson
    • March 3, 2000

42. Correcting 401(k) Deferrals That Went in As Ordinary Instead of Roth

    By 401 Chaos, January 10, 2011
    • 8 replies
    • 7.8k views
    • 
    • DMcGovern
    • January 14, 2011

43. Correcting 401a4 - Gateway for corrections?

    By Guest chris4013, July 21, 2005
    • 2 replies
    • 1.5k views
    • 
    • Archimage
    • July 22, 2005

44. Correcting 404 failures

    By Guest PatLovett, February 14, 2001
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • February 19, 2001

45. Correcting 410(b) failure in controlled group

    By Floridaattorney, November 29, 2013
    • 2 replies
    • 2.4k views
    • 
    • Floridaattorney
    • December 2, 2013

46. Correcting 415 Excess with Matched Deferrals

    By EBECatty, August 22, 2025
    • 3 replies
    • 719 views
    • 
    • EBECatty
    • August 25, 2025

47. Correcting a failed ACP Test from prior Plan Year

    By msmith, October 3, 2017
    • 3 replies
    • 667 views
    • 
    • msmith
    • October 4, 2017

48. Correcting a Late ACP Testing Failure

    By KMMB, September 17, 2019
    • 0 replies
    • 376 views
    • 
    • KMMB
    • September 17, 2019

49. Correcting a sequence number on a solo 401(k) plan

    By scottsb, March 11, 2022
    • 1 reply
    • 877 views
    • 
    • Bri
    • March 14, 2022

50. Correcting Accounting / Investment Errors

    By Guest RV, May 26, 1999
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • March 3, 2000