401(k) Plans

19,321 topics in this forum

1. RMD for deceased participant

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

2. US Virgin Islands

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

3. 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

4. How to max HCE contributions for new late in year 401k?

   By Guest Ed Walker, November 27, 2000
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • November 30, 2000

5. HCE/Key Employee Only Plan

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

6. Short Plan Year-ADP/ACP Testing

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

7. Installment

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

8. 2002 Inflation Adjusted Amounts Set Yet?

   By Alf, November 30, 2001
   • 8 replies
   • 1.8k views
   • 
   • Guest
   • December 13, 2001

9. Termination For Embezzling Money + Profit Sharing

   By metsfan026, September 2, 2022
   • 9 replies
   • 1.8k views
   • 
   • Luke Bailey
   • September 7, 2022

10. Form 5330 - Paid Preparer? PTIN?

    By ldr, January 7, 2020   

    • 5330
    • excise tax form
    • (and 1 more)

      Tagged with:

      • 5330
      • excise tax form
      • ptin
    • 9 replies
    • 1.8k views
    • 
    • ldr
    • January 8, 2020

11. Excess Deferral Correction

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

12. Late Deposits (Small Plan vs Large Plan after new participant counting methodology)

    By 401k Conundrums, September 8, 2025
    • 2 replies
    • 1.8k views
    • 
    • 401k Conundrums
    • September 9, 2025

13. Deferral percentage versus deferral dollars with regard to compensation

    By Guest Angel(k), June 30, 2004
    • 4 replies
    • 1.8k views
    • 
    • Harwood
    • June 30, 2004

14. 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

15. Unused vacation pay--that's all

    By J Simmons, March 20, 2021
    • 1 reply
    • 1.8k views
    • 
    • RatherBeGolfing
    • March 22, 2021

16. APD Excess and Spin Off

    By DTH, December 9, 2004
    • 2 replies
    • 1.8k views
    • 
    • DTH
    • December 30, 2004

17. Can a 401(k) participant buy securities on margin within his or her se

    By AndyT, June 9, 2000
    • 6 replies
    • 1.8k views
    • 
    • Jon Chambers
    • June 16, 2000

18. Top heavy test / related employer

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

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

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

20. contributions considered in top-heavy minimum calculation

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

21. Employee Deferrals for Part-time employees

    By Guest JCONNER, October 23, 1998
    • 1 reply
    • 1.8k views
    • 
    • Larry M
    • October 24, 1998

22. Plan to Plan Transfer

    By Guest mmc, October 12, 2004
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • October 14, 2004

23. General question

    By KEB, May 23, 2018
    • 26 replies
    • 1.8k views
    • 
    • Bill Presson
    • May 29, 2018

24. Hardship safe harbor definition

    By doombuggy, March 27, 2002
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • March 27, 2002

25. Multiple In-Service Distributions In 1 Plan Year

    By metsfan026, July 30, 2024
    • 14 replies
    • 1.8k views
    • 
    • Peter Gulia
    • August 2, 2024

26. Hardship Withdrawal for Medical Expenses

    By Guest forum4, May 25, 2004
    • 2 replies
    • 1.8k views
    • 
    • k man
    • May 25, 2004

27. 401(k)

    By Guest cconnell, July 17, 2006
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 20, 2006

28. Missed Deferrals

    By Guest jetfaninmn, January 3, 2007
    • 6 replies
    • 1.8k views
    • 
    • 401_4_ever
    • January 5, 2007

29. Sole Proprietor 401K

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

30. entry date

    By EBDI, May 24, 2016
    • 9 replies
    • 1.8k views
    • 
    • EBDI
    • May 26, 2016

31. Terminating Safe Harbor Plan, Schedule C income

    By 401(k)athryn, November 3, 2016   

    • safe harbor
    • short plan year
    • (and 3 more)

      Tagged with:

      • safe harbor
      • short plan year
      • earned income
      • schedule c
      • plan termination
    • 8 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • November 4, 2016

32. W-2 Box 13 Retirement

    By Tom, January 16, 2020   

    • who is active participant
    • w-2
    • (and 1 more)

      Tagged with:

      • who is active participant
      • w-2
      • box 13
    • 3 replies
    • 1.8k views
    • 
    • Larry Starr
    • January 17, 2020

33. Can a member of controlled group split from it's plan?

    By Lori H, July 22, 2014   

    • SIC code?
    • 9 replies
    • 1.8k views
    • 
    • austin3515
    • September 2, 2014

34. 401(k) deferrals/ deferred taxation/FICA

    By pmacduff, February 1, 2006
    • 3 replies
    • 1.8k views
    • 
    • pmacduff
    • February 2, 2006

35. Prohibited Transaction

    By Guest Thornton, December 26, 2001
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • December 31, 2001

36. 25% of Pay Limit

    By David, March 14, 2000
    • 3 replies
    • 1.8k views
    • 
    • John A
    • March 15, 2000

37. HCE Determination when company is new?

    By John A, April 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • Richard Anderson
    • April 4, 2002

38. Comp ratio test-HCE Top 20% limit

    By Guest JackR, February 18, 2013
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • March 8, 2013

39. simple participant loan question

    By Brenda Wren, January 23, 2003
    • 7 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • January 24, 2003

40. After tax ACP refunds

    By Guest Kim S., July 12, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 12, 2002

41. beneficiary form after divorce

    By Guest alabama, August 10, 2006
    • 4 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • August 10, 2006

42. Health Insurance Premiums - Hardship withdrawal?

    By Guest Michael Anderson, November 11, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 11, 2002

43. Eligibiility requirement of less than one year - hours requirement? (r

    By John A, March 13, 2000
    • 1 reply
    • 1.8k views
    • 
    • Dowist
    • March 16, 2000

44. Excluded Status - Loan Availability

    By WesleyT, May 14, 2009
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • May 14, 2009

45. Administration fees

    By Guest LBH, August 30, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 1999

46. 5500 and document question on spinoff restatement

    By mattmc82, July 17, 2020
    • 5 replies
    • 1.8k views
    • 
    • Luke Bailey
    • July 20, 2020

47. 415 violation for S/E

    By Belgarath, May 28, 2025
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • May 29, 2025

48. Is there such a thing . . .

    By Guest tintree73, January 27, 2004
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • January 28, 2004

49. New controlled group companies

    By jpokusa, January 10, 2018   

    • 401(k)
    • participation
    • (and 2 more)

      Tagged with:

      • 401(k)
      • participation
      • participating employers
      • controlled group
    • 6 replies
    • 1.8k views
    • 
    • jpod
    • January 11, 2018

50. Loan "Commercially Available Rate"

    By Guest stevena1, March 30, 2006
    • 5 replies
    • 1.8k views
    • 
    • R. Butler
    • March 31, 2006