401(k) Plans

19,321 topics in this forum

1. Switching SH for 2020

   By Jakyasar, October 1, 2020
   • 5 replies
   • 783 views
   • 
   • Chipwood 24
   • October 7, 2020

2. When are Participant Statements due?

   By Hoard1, June 2, 1999
   • 5 replies
   • 1.6k views
   • 
   • Hoard1
   • June 4, 1999

3. Mergers and Terminations-when is ADP Deadline?

   By justatester, October 6, 2022
   • 5 replies
   • 1.1k views
   • 
   • Luke Bailey
   • October 10, 2022

4. Rehired Employee

   By Guest Sara H, November 27, 2001
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • November 27, 2001

5. Can fiduciary Liability Insurance be paid through the plan?

   By Guest Why, December 6, 2004
   • 5 replies
   • 3.4k views
   • 
   • Kirk Maldonado
   • December 7, 2004

6. No named trustee

   By Guest babs51, June 26, 2006
   • 5 replies
   • 1.4k views
   • 
   • Guest
   • June 27, 2006

7. ACP testing, prior yr, vesting change from 100%

   By Guest noans, December 5, 2011
   • 5 replies
   • 1.2k views
   • 
   • Tom Poje
   • December 6, 2011

8. Loans - Hardship Only

   By MGOAdmin, April 15, 2014   

   • hardship
   • loan
   • 5 replies
   • 2k views
   • 
   • BG5150
   • April 16, 2014

9. Nonelective Contribution Requirement with respect to HCE

   By Ehill, December 29, 2014
   • 5 replies
   • 1.2k views
   • 
   • BG5150
   • December 30, 2014

10. Deferrals in a two Employer Plan

    By ewatson12, July 13, 2016
    • 5 replies
    • 789 views
    • 
    • ewatson12
    • July 14, 2016

11. Pension merger into 401(k) plan

    By Guest Tbrown, July 3, 2002
    • 5 replies
    • 2.1k views
    • 
    • rcline46
    • July 8, 2002

12. Can Roth Rollover be allowed in the plan that doesn't allow Roth Contributions?

    By Vlad401k, August 14, 2015
    • 5 replies
    • 1.9k views
    • 
    • Lou S.
    • August 14, 2015

13. spinoff in CG Safe Harbor plan situation

    By Belgarath, November 27, 2019
    • 5 replies
    • 1.1k views
    • 
    • Belgarath
    • December 2, 2019

14. Late deferrals interest for people who left a long time ago

    By BG5150, March 12, 2020
    • 5 replies
    • 821 views
    • 
    • BG5150
    • March 16, 2020

15. Required Restatement for Terminated 401(k) Plan

    By lcollins300, May 5, 2021
    • 5 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • May 10, 2021

16. TOP HEAVY PLAN IN-SERVICE DISTRIBUTION

    By Guest ROB VIDOVICH, April 9, 2003
    • 5 replies
    • 2.5k views
    • 
    • Brian Gallagher
    • April 10, 2003

17. 401(k) Hardship Withdrawals

    By Guest 401kgreen, May 15, 2001
    • 5 replies
    • 2.1k views
    • 
    • RCK
    • May 16, 2001

18. W-2 Pension Box

    By JanetM, December 14, 2001
    • 5 replies
    • 3.5k views
    • 
    • david rigby
    • December 14, 2001

19. Lost Participants and Reasonable Efforts

    By Guest andmik, May 18, 2004
    • 5 replies
    • 1.5k views
    • 
    • RCK
    • May 21, 2004

20. Plan amendment for name change of plan sponsor?

    By t.haley, November 10, 2008
    • 5 replies
    • 4.5k views
    • 
    • t.haley
    • November 10, 2008

21. Plan contributions

    By Gary, June 4, 2010
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • June 5, 2010

22. Failing 414(s) in SH Plan

    By BG5150, May 12, 2016
    • 5 replies
    • 2.1k views
    • 
    • Mike Preston
    • May 13, 2016

23. UBTI on qualified plan asset

    By KevinMc, January 24, 2020
    • 5 replies
    • 2.2k views
    • 
    • Luke Bailey
    • March 30, 2021

24. Safe Harbor 401(k) ADP/ACP Question

    By John A, October 11, 1999
    • 5 replies
    • 1.8k views
    • 
    • John A
    • October 11, 1999

25. Failed Coverage Test

    By Guest grazetti, October 13, 2005
    • 5 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • October 14, 2005

26. 415 Limits and Controlled Groups

    By Alex Daisy, January 23, 2009
    • 5 replies
    • 4k views
    • 
    • BeckyMiller
    • January 29, 2009

27. Remedy for late transfer of employee contributions to 401(k)plan.

    By KIP KRAUS, July 19, 2000
    • 5 replies
    • 2.4k views
    • 
    • pjkoehler
    • July 19, 2000

28. Distribution payable to alternate payee and another person?

    By Guest, August 15, 2000
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • August 16, 2000

29. Catch-up Contributions

    By Gilmore, April 21, 2004
    • 5 replies
    • 1.3k views
    • 
    • Gilmore
    • April 22, 2004

30. Match contribution based on service

    By Santo Gold, April 12, 2018
    • 5 replies
    • 2.1k views
    • 
    • MWeddell
    • April 16, 2018

31. What to do with "excess gains" after correcting amount of de

    By Guest Sara H, November 5, 2001
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 7, 2001

32. A Real Doozy...

    By austin3515, October 20, 2011
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • October 21, 2011

33. 318 family attribution from parent to three children

    By Lawrence, September 18, 2018   

    • 318
    • stock attribution
    • (and 2 more)

      Tagged with:

      • 318
      • stock attribution
      • attribution to multiple children
      • parent-child attribution
    • 5 replies
    • 801 views
    • 
    • Dave Baker
    • September 21, 2018

34. California Final Wages

    By longjongbongkingkong, September 11, 2023
    • 5 replies
    • 6.5k views
    • 
    • ratherbereading
    • September 12, 2023

35. Definition of Disability and Protected Benefits

    By Abby N, November 7, 2023
    • 5 replies
    • 2.7k views
    • 
    • Luke Bailey
    • November 11, 2023

36. 401k vesting of interest on employer matching?

    By Guest Herigstad, November 5, 2001
    • 5 replies
    • 2k views
    • 
    • KIP KRAUS
    • November 6, 2001

37. State taxation of 401K contributions?

    By Guest simbarat, March 12, 2002
    • 5 replies
    • 18.4k views
    • 
    • IRC401
    • March 16, 2002

38. HCE - Okay to have late deferrals?

    By Guest Michael Anderson, September 21, 2005
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • September 21, 2005

39. change vesting

    By Guest Moira, August 29, 2006
    • 5 replies
    • 1.7k views
    • 
    • PMC
    • August 30, 2006

40. New plan with partial year safe harbor provisions

    By cpc0506, September 17, 2014
    • 5 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 17, 2014

41. Mid-year conversion SH Match to SH Non-elective

    By Dalai Pookah, October 10, 2022
    • 5 replies
    • 2.3k views
    • 
    • Nate S
    • October 12, 2022

42. accuracy of participant statments

    By k man, January 31, 2001
    • 5 replies
    • 1.8k views
    • 
    • Richard Anderson
    • February 6, 2001

43. Enhanced Matching Contribution Formula

    By Guest rslagle224, October 22, 2004
    • 5 replies
    • 3.2k views
    • 
    • Tom Poje
    • December 13, 2004

44. Vest Top Heavy Contribution Separately from Profit Sharing Contribution?

    By JWRB, June 7, 2017
    • 5 replies
    • 1.2k views
    • 
    • JWRB
    • June 12, 2017

45. Last Day Allocation Condition Beyond Plan Year

    By Gruegen, August 28, 2007
    • 5 replies
    • 2.6k views
    • 
    • SavingsRUS
    • March 23, 2015

46. Roth In Plan Conversions - Reportable on Form 945?

    By Guest Amborg2, December 20, 2010
    • 5 replies
    • 1.4k views
    • 
    • Beemer
    • January 21, 2011

47. Death of Participant and 401k Contribution

    By Dazednconfused, February 27, 2013
    • 5 replies
    • 11.7k views
    • 
    • masteff
    • February 27, 2013

48. voluntary contribuitons

    By 52626, December 31, 2014
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • January 3, 2015

49. DB or DC plan choice for participants

    By Guest Nautical, July 2, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • July 14, 2004

50. Share Price in Statement Different

    By Guest JetService, February 2, 2006
    • 5 replies
    • 4k views
    • 
    • RCK
    • February 4, 2006