401(k) Plans

19,321 topics in this forum

1. SPD and rehires

   By Guest Serena, July 29, 2010
   • 1 reply
   • 1.8k views
   • 
   • BG5150
   • July 29, 2010

2. Entry date for a rehired participant?

   By Lori H, January 14, 2015
   • 8 replies
   • 1.8k views
   • 
   • My 2 cents
   • January 14, 2015

3. Deposit of Elective Deferrals

   By BTG, June 21, 2011
   • 7 replies
   • 1.8k views
   • 
   • Bill Presson
   • June 21, 2011

4. Plan Distributions

   By Guest KevinP, February 15, 2002
   • 7 replies
   • 1.8k views
   • 
   • Guest
   • March 5, 2002

5. Plan document versus trust agreement versus proxy statement. which go

   By fidu, February 5, 2003
   • 4 replies
   • 1.8k views
   • 
   • Kirk Maldonado
   • February 6, 2003

6. restorative payments

   By Guest D. Leeke, March 4, 2002
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • March 4, 2002

7. Profit Sharing Offset

   By rlb64, July 18, 2006
   • 5 replies
   • 1.8k views
   • 
   • david rigby
   • July 18, 2006

8. Hardship Distribution & COVID-19 FEMA Disaster

   By Steamboat, April 14, 2020
   • 2 replies
   • 1.8k views
   • 
   • Albert F
   • April 17, 2020

9. QNEC & QMAC

   By austin3515, October 25, 2010
   • 6 replies
   • 1.8k views
   • 
   • Tom Poje
   • October 26, 2010

10. Do HCE/Family Attribution rules apply to great grandparents/great grandchildren?

    By fiona1, December 17, 2003
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • December 17, 2003

11. Amending Plan to Eliminate Match from Pre 59 1/2 withdrawals

    By rocknrolls2, May 6, 2009
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • May 6, 2009

12. Bonus paid after Dec. 31st

    By Guest cascigm, February 28, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 1, 2001

13. Required Amendments

    By Stash026, December 28, 2009
    • 1 reply
    • 1.8k views
    • 
    • Kevin C
    • December 29, 2009

14. Safe Harbor Notice

    By Guest mrjones, December 2, 2006
    • 2 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • December 4, 2006

15. Former Partner as Trustee

    By austin3515, December 5, 2014
    • 16 replies
    • 1.8k views
    • 
    • Peter Gulia
    • December 8, 2014

16. Trading Errors

    By austin3515, August 25, 2003
    • 5 replies
    • 1.8k views
    • 
    • austin3515
    • August 26, 2003

17. Employer stock in a 401(k) plan.

    By Guest Vons, May 12, 1999
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 15, 1999

18. Terminating a safe harbor 401(k) plan?

    By John A, March 28, 2001
    • 2 replies
    • 1.8k views
    • 
    • wmyer
    • March 29, 2001

19. Must 1099'd individuals be included in new 401(k) plan?

    By Guest chant44, July 19, 2000
    • 1 reply
    • 1.8k views
    • 
    • Alonzo
    • July 19, 2000

20. Administrative fees for distribution

    By Guest Rick Butler, May 19, 2000
    • 3 replies
    • 1.8k views
    • 
    • MoJo
    • May 23, 2000

21. Disability payments as plan income?

    By Guest Kent Hieronymus, February 8, 2000
    • 3 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • February 8, 2000

22. Time to update NRA?

    By Riley Britton, March 14, 2021
    • 12 replies
    • 1.8k views
    • 
    • Bird
    • March 17, 2021

23. Removing annuity options from 401(K)

    By Jim Chad, September 25, 2001
    • 0 replies
    • 1.8k views
    • 
    • Jim Chad
    • September 25, 2001

24. 410(b) testing of 403(b) and 401(k) plans of related entities

    By Guest Paula G, October 31, 2008
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 31, 2008

25. Safe Harbor 401(k) - Amend Profit Sharing Plan for 2002

    By MarZDoates, January 3, 2002
    • 5 replies
    • 1.8k views
    • 
    • MarZDoates
    • January 7, 2002

26. Same Desk Rule

    By Guest DMK, November 1, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 1, 2001

27. Calculate an EBRA for a participant over Plan's Normal Retirement Age

    By Alex Daisy, January 26, 2009
    • 8 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 29, 2009

28. Same desk rule help requested

    By Guest boberlander, April 27, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 27, 2001

29. Questionable interpretation of allocation formula to allow diff percentage based on years of service

    By Guest DIGMYDOG, December 3, 2003
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 4, 2003

30. After-tax matched contributions

    By Nassau, June 7, 2007
    • 2 replies
    • 1.8k views
    • 
    • Kimberly S
    • June 7, 2007

31. Investment losses, corrective distributions and form 1099-R

    By John A, December 30, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 31, 1999

32. Order in the Universe

    By rcline46, December 14, 2007
    • 6 replies
    • 1.8k views
    • 
    • JanetM
    • December 18, 2007

33. Has anyone seen the official annual limitations for 2001?

    By Felicia, November 2, 2000
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • November 21, 2000

34. 401(k) Deferral for Partner

    By MarZDoates, February 27, 2006
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • February 28, 2006

35. Last day rule

    By Guest jim williams, January 2, 2003
    • 2 replies
    • 1.8k views
    • 
    • maverick
    • January 3, 2003

36. ADP Test and Allocable Earnings

    By Guest AJM 34, May 2, 2007
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • May 3, 2007

37. 401k and Life Insurance Policies

    By Guest joeydell, October 20, 2005
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 20, 2005

38. Top Heavy Contribution Requirement

    By metsfan026, October 7, 2021
    • 6 replies
    • 1.8k views
    • 
    • BG5150
    • October 7, 2021

39. Deferred sales charge paid by employer

    By Guest JB2, August 7, 2000
    • 4 replies
    • 1.8k views
    • 
    • actuarysmith
    • August 7, 2000

40. Stopping discretionary match mid-year revisited

    By John A, June 18, 2001
    • 0 replies
    • 1.8k views
    • 
    • John A
    • June 18, 2001

41. Final 415 Regs' Post-Severance Comp -

    By rocknrolls2, February 15, 2008
    • 3 replies
    • 1.8k views
    • 
    • ak2ary
    • February 18, 2008

42. Eligibility of a Rehired Employee

    By Guest KevinP, March 22, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 9, 2003

43. Separate Lines of Business

    By PFranckowiak, October 24, 2017
    • 4 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 30, 2017

44. Voluntary after tax to Roth IRA

    By Jim Chad, March 30, 2012
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • March 30, 2012

45. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

    By Guest Eric Cernyar, June 9, 2001
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • June 15, 2001

46. PS Plan- medical benefits

    By Guest Lex, May 31, 2002
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 19, 2002

47. tax implication of selling a non (or under performing) stock or fund

    By Guest richreeve, July 15, 2008
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • July 15, 2008

48. Vesting

    By katie58, December 18, 2014
    • 12 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2014

49. Brokerage link

    By alexa, October 12, 2008
    • 5 replies
    • 1.8k views
    • 
    • J Simmons
    • October 13, 2008

50. 1983 Waiver of RMD

    By 52626, January 15, 2014
    • 4 replies
    • 1.8k views
    • 
    • masteff
    • January 15, 2014