401(k) Plans

19,275 topics in this forum

1. Early Retirement in DC Plan

   By Guest new2this, May 23, 2009
   • 9 replies
   • 1.8k views
   • 
   • Guest
   • August 17, 2009

2. Compensation Definition for 401(k) Deferrals

   By PensionPro, January 21, 2021
   • 5 replies
   • 1.8k views
   • 
   • MWeddell
   • January 25, 2021

3. Retroactive S Corp Election by LLC (abridged)

   By austin3515, March 2, 2004
   • 2 replies
   • 1.8k views
   • 
   • austin3515
   • March 3, 2004

4. cash out buy back

   By Guest JBeck, February 17, 2004
   • 5 replies
   • 1.8k views
   • 
   • Kirk Maldonado
   • February 18, 2004

5. Can a 70 1/2 year old continue deferrals while receiving MRD?

   By Guest Tara Curran, October 24, 2000
   • 1 reply
   • 1.8k views
   • 
   • Jon Chambers
   • October 24, 2000

6. Is employee of joint venture treated as an HCE if Compensation Less Th

   By Guest Edward McElroy, March 17, 1999
   • 1 reply
   • 1.8k views
   • 
   • MWeddell
   • March 18, 1999

7. Early Retirement

   By kocak, September 11, 1999
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • September 14, 1999

8. 410b issue in a controlled group?

   By AlbanyConsultant, February 16, 2013
   • 8 replies
   • 1.8k views
   • 
   • Mike Preston
   • February 19, 2013

9. Failure to provide timely blackout notice

   By Guest IRISH79, January 10, 2007
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • January 10, 2007

10. Hardship Withdrawal Beneficiary Expenses

    By DTH, March 7, 2007
    • 1 reply
    • 1.8k views
    • 
    • Belgarath
    • March 7, 2007

11. Amended After Year-end (Top Paid Group)

    By MGOAdmin, March 3, 2015   

    • amend
    • top paid
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • March 3, 2015

12. Premature 401(k) Distributions

    By Guest Jim Rivin, August 14, 2001
    • 1 reply
    • 1.8k views
    • 
    • Jon Chambers
    • August 14, 2001

13. Short Plan Year-ADP/ACP Testing

    By Guest Lori Basilico, February 12, 2000
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • February 16, 2000

14. Entry date for a rehired participant?

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

15. What do you do when a client cannot provide census data, then goes out

    By MR, August 23, 2000
    • 1 reply
    • 1.8k views
    • 
    • pjkoehler
    • August 23, 2000

16. Puerto Rico employees

    By jaemmons, March 8, 2005
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • March 10, 2005

17. Change of employment to foreign plan sponsor

    By John A, July 11, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 12, 2001

18. Excess Deferral Correction

    By Alex Daisy, January 16, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 18, 2009

19. Ineligible employee allowed to make deferrals

    By Guest jefe96, February 24, 2005
    • 5 replies
    • 1.8k views
    • 
    • Harwood
    • March 1, 2005

20. Investing in LP & Venture Capital Funds, It this allowed???

    By Guest AJ Milano, September 8, 2000
    • 1 reply
    • 1.8k views
    • 
    • IRC401
    • September 12, 2000

21. Timing of After-Tax Contributions ACP & Annual Additions Testing

    By Guest SHP, February 1, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 8, 2001

22. Tax Issues for Return of Excess Deferrals

    By Guest Dan Simonds, August 15, 2001
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2001

23. Distribution permitted? 401(k)(10) rules and Same Desk

    By Guest RW, June 21, 2000
    • 6 replies
    • 1.8k views
    • 
    • MWeddell
    • June 28, 2000

24. EGTRRA and minimum match vesting

    By Guest GS1100, June 20, 2002
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • July 2, 2002

25. one time irrevocable election to not participate

    By Pixie, March 25, 2024
    • 6 replies
    • 1.8k views
    • 
    • C. B. Zeller
    • March 28, 2024

26. top heavy 401(k) Plan

    By Chippy, March 2, 2009
    • 8 replies
    • 1.8k views
    • 
    • Chippy
    • March 4, 2009

27. Prior Year ADP Testing for New Plan

    By Guest kgsingletary, July 16, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 16, 2002

28. 401(k) Recordkeeping/Administration & Investment Vehicle RFPs

    By Guest monty, March 18, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 19, 2003

29. 401(k)employer deduction

    By Guest TCAT, January 5, 1999
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • January 5, 1999

30. Children Employed, not owners, HCE???

    By Guest Michael Anderson, November 30, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • November 30, 2001

31. RMD & Change in Ownership

    By austin3515, October 29, 2010
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • October 29, 2010

32. RMD for deceased participant

    By Guest HoopsForBM, November 1, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 2, 2010

33. Loan Defaulted. No 1099 Requested!

    By Guest TPA Guy, March 24, 2010
    • 7 replies
    • 1.8k views
    • 
    • K2retire
    • November 17, 2010

34. Spousal consents required for loans to participants under 401(k) plan

    By Guest aprilk1, January 17, 2003
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 17, 2003

35. 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

36. Client wants to make additional integrated non-elective contribution o

    By KateSmithPA, May 21, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • May 22, 2001

37. Top heavy test / related employer

    By Guest JB2, February 5, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 18, 2002

38. transmitting deferrals late

    By Scuba 401, September 29, 2011
    • 11 replies
    • 1.8k views
    • 
    • austin3515
    • October 1, 2011

39. US Virgin Islands

    By Guest pjrieck, April 3, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • April 3, 2002

40. safe harbor - vesting on 5th and 6th%?

    By EGB, December 5, 2006
    • 10 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • December 8, 2006

41. Terminating An "Orphan" Plan

    By Guest JuliaB, September 11, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 11, 1999

42. Does 1-year break-in-service requirement as condition for distribution apply to a participant at early retirement date?

    By Guest Judy S, December 3, 2004
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 14, 2004

43. Short Plan Year, Deferral of Accountant's Report

    By Guest mtrice, April 22, 2014   

    • Change in Plan Year
    • 401(k) Plans
    • 1 reply
    • 1.8k views
    • 
    • Flyboyjohn
    • April 22, 2014

44. Installment

    By Guest JimD, June 18, 1999
    • 1 reply
    • 1.8k views
    • 
    • LCARUSI
    • June 29, 1999

45. contributions considered in top-heavy minimum calculation

    By Guest EBC, May 23, 2001
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • May 24, 2001

46. Unclaimed Property

    By Guest caseyb, July 12, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 12, 2006

47. LLC Loss - Catch up eligible?

    By Sully, October 7, 2008
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • October 8, 2008

48. Service question

    By Guest qualified plan, October 29, 2003
    • 10 replies
    • 1.8k views
    • 
    • R. Butler
    • October 31, 2003

49. Sole Proprietor 401K

    By Guest J Samuelson, September 14, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 15, 1999

50. HCE/Key Employee Only Plan

    By Guest Brian Anderson, October 25, 2012
    • 4 replies
    • 1.8k views
    • 
    • chc93
    • October 25, 2012