401(k) Plans

19,321 topics in this forum

1. Small Business - Retirement plan for sole employee?

   By Guest aarondc, July 15, 2005
   • 15 replies
   • 1.9k views
   • 
   • Bird
   • July 18, 2005

2. Uniformity - EACA / QACA

   By Guest ppapdx, November 4, 2013
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • November 4, 2013

3. 401k spin-off

   By B21, February 19, 2019
   • 6 replies
   • 1.9k views
   • 
   • Mike Preston
   • February 22, 2019

4. Plan Termination In Anticipation of Merger

   By Guest djsimonetti, January 5, 1999
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • January 5, 1999

5. 402(g) refund

   By Guest timgrace, February 22, 2002
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • February 23, 2002

6. profit sharing plan investment

   By Gary, July 15, 2010
   • 7 replies
   • 1.9k views
   • 
   • My 2 cents
   • July 16, 2010

7. Late Deposit of 401(k) Deferrals

   By MarZDoates, August 4, 2003
   • 6 replies
   • 1.9k views
   • 
   • Guest
   • August 13, 2003

8. Stock contribution match- expense to the Company?

   By Guest banker, April 4, 2005
   • 4 replies
   • 1.9k views
   • 
   • Kirk Maldonado
   • April 6, 2005

9. EACA Permissible Withdrawals

   By BeccaERISA, June 16, 2009
   • 1 reply
   • 1.9k views
   • 
   • Kevin C
   • June 19, 2009

10. 401(k) distribution if unemployed

    By Guest lvs, June 23, 1999
    • 3 replies
    • 1.9k views
    • 
    • M R Bernardin
    • June 25, 1999

11. 1099 Reporting

    By Guest pay, January 25, 1999
    • 4 replies
    • 1.9k views
    • 
    • Lynn Campbell
    • January 26, 1999

12. Disqualified plans - frequency

    By Guest AVH@MLS, October 19, 2006
    • 2 replies
    • 1.9k views
    • 
    • namealreadyinuse
    • October 19, 2006

13. Change of Valuation Period

    By Hoard1, June 10, 2001
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • June 11, 2001

14. Loan Repayment

    By Guest Walter Patricio, February 25, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 2, 2000

15. Depositing Lost Earnings

    By Planadmin456, September 3, 2015
    • 5 replies
    • 1.9k views
    • 
    • K2retire
    • September 9, 2015

16. Order for Correction when failure of more than one limit

    By Guest UKH, July 3, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 5, 2000

17. Stock option gain on W-2, excluded from Comp?

    By Guest jefe96, February 21, 2007
    • 1 reply
    • 1.9k views
    • 
    • Locust
    • February 22, 2007

18. Rollover to Money Purchase Plan

    By k man, August 31, 2000
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • August 31, 2000

19. Discriminatory Investment Choices In 404(c) Plan?

    By mming, December 3, 2009
    • 7 replies
    • 1.9k views
    • 
    • Bird
    • December 8, 2009

20. LLC-sponsored 401(k) plan

    By lexi, April 17, 2007
    • 5 replies
    • 1.9k views
    • 
    • lexi
    • April 19, 2007

21. Plan Loans - Merged Plans - Can Post-Termination Loan Continuation Pro

    By rocknrolls2, November 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • November 7, 2000

22. ...

    By Griswold, January 27, 2021
    • 13 replies
    • 1.9k views
    • 
    • Luke Bailey
    • January 30, 2021

23. Best Book to Purchase

    By 401kAllTheWay, July 11, 2023
    • 14 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • July 17, 2023

24. Safe Harbor notices

    By pmacduff, November 15, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • November 16, 2005

25. Prior Year Testing and Compensaiton Def. Change

    By buckaroo, March 19, 2008
    • 9 replies
    • 1.9k views
    • 
    • ak2ary
    • March 25, 2008

26. pooled accounts & quarterly/annual statements

    By TPApril, October 31, 2017
    • 5 replies
    • 1.9k views
    • 
    • ESOP Guy
    • November 1, 2017

27. Client wants to exclude EE from Safe Harbor Match

    By Guest Mike Spickard, February 8, 2005
    • 3 replies
    • 1.9k views
    • 
    • MWeddell
    • May 19, 2005

28. Self Directed Brokerage Accounts

    By khn, August 1, 2014
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • August 5, 2014

29. Corrective Distributions -- Adjustment for Losses?

    By davef, March 14, 2001
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • March 15, 2001

30. Determining transfer amount in tandem(wrap) 401(k)/nonqual arrangement

    By Guest GMedley, February 13, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 13, 2002

31. Terminating safe harbor plan

    By Guest Ashley, July 31, 2003
    • 1 reply
    • 1.9k views
    • 
    • ErisaGeek
    • August 1, 2003

32. 401k Plan Mergers - Required (??) "grandfathering" of lower

    By Guest Pat2, January 30, 2003
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 31, 2003

33. PEO plan for NHCE, not for HCE/Owners

    By justanotheradmin, August 26, 2025
    • 2 replies
    • 1.9k views
    • 
    • justanotheradmin
    • August 26, 2025

34. s-corp and health premium

    By Earl, December 27, 2005
    • 4 replies
    • 1.9k views
    • 
    • GBurns
    • December 28, 2005

35. pay period calculation of sh match

    By Guest lap716, April 24, 2009
    • 5 replies
    • 1.9k views
    • 
    • 12AX7
    • April 29, 2009

36. 402(g) Limits

    By Guest todhen, January 6, 2004
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • January 6, 2004

37. 10-percent tax penalty

    By Guest BTCISP1969, September 12, 2000
    • 3 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • September 15, 2000

38. Year 2000 Maximum Deferral Limit

    By Guest Dennis Siko, November 23, 1999
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • November 24, 1999

39. Simple IRA or 401-k to Regular 401-k

    By KevinMc, July 19, 2014
    • 5 replies
    • 1.9k views
    • 
    • masteff
    • July 21, 2014

40. Mandatory IRA rollover 401(a)31(b)

    By Guest bouncingsoul, May 22, 2008
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • May 22, 2008

41. Safe Harbor 401(k) with New Comparability feature

    By Guest EPS2, January 21, 2009
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 21, 2009

42. The plan sponsor changes eligibility wait period from six to twelve mo

    By Guest Clint Schuckel, December 20, 2000
    • 5 replies
    • 1.9k views
    • 
    • Earl
    • December 21, 2000

43. forfeitability and accrual requirements for matching contributions mad

    By Guest NMpensions, March 2, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 4, 1999

44. Help With Egttra Irs Rules For Hce's - Especially Where Account Holder

    By Guest Mike350, November 13, 2002
    • 10 replies
    • 1.9k views
    • 
    • RCK
    • November 18, 2002

45. Open MEP Form 5500 Filing Requirements

    By JustMe, July 13, 2020
    • 3 replies
    • 1.9k views
    • 
    • Alonzo Church
    • July 15, 2020

46. Short Plan Year

    By Guest ANNEBV, August 31, 2000
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 1, 2000

47. Control Group Issues

    By Guest jetfaninmn, May 26, 2005
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • May 26, 2005

48. In-Plan Roth Rollover and Withholding

    By Rich L. Mayer, January 10, 2013
    • 4 replies
    • 1.9k views
    • 
    • MoJo
    • January 10, 2013

49. 401(k) safe harbor: notice to participants

    By Guest Rob, November 17, 1998
    • 3 replies
    • 1.9k views
    • 
    • LCARUSI
    • November 18, 1998

50. Forfeiture Allocation

    By Guest djm, August 12, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • August 17, 2004