401(k) Plans

19,334 topics in this forum

1. adp testing - controlled group

   By Chippy, November 21, 2016
   • 3 replies
   • 1.8k views
   • 
   • Tom Poje
   • November 22, 2016

2. entry date

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

3. EGTRRA and minimum match vesting

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

4. 415 limit and Match True-Up

   By Bill D., November 2, 2022
   • 6 replies
   • 1.8k views
   • 
   • bito'money
   • November 4, 2022

5. Safe Harbor 401k Plan

   By Guest DeePA, June 4, 2003
   • 1 reply
   • 1.8k views
   • 
   • R. Butler
   • June 4, 2003

6. 401k Employer Requirements for Sending Money to Investment Company

   By Guest tpowell, January 4, 2000
   • 4 replies
   • 1.8k views
   • 
   • MWeddell
   • January 5, 2000

7. correct ADP before 401b?

   By AlbanyConsultant, February 25, 2015
   • 9 replies
   • 1.8k views
   • 
   • AlbanyConsultant
   • March 3, 2015

8. 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

9. Premature 401(k) Distributions

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

10. Safe Harbor and Top-Heavy after EGTRRA

    By Guest Samwise, January 9, 2002
    • 2 replies
    • 1.8k views
    • 
    • AndyH
    • January 10, 2002

11. break in service

    By k man, July 25, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 26, 2001

12. Loan "Commercially Available Rate"

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

13. Using elective contributions to pass ACP test under prior year testing

    By Guest GBMcGrath, March 5, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 14, 2001

14. 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

15. 5500 and document question on spinoff restatement

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

16. Terminating An "Orphan" Plan

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

17. Early Retirement

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

18. Service question

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

19. Does anyone have a "maybe" safe harbor notice?

    By jkharvey, November 2, 2000
    • 1 reply
    • 1.8k views
    • 
    • wmyer
    • November 2, 2000

20. cash out buy back

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

21. Different match formulas for part-time and full-time employees?

    By Guest MES, April 27, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • April 30, 2001

22. Multiple-employer Plans

    By DTH, April 14, 2003
    • 9 replies
    • 1.8k views
    • 
    • GBurns
    • April 21, 2003

23. Unused vacation pay--that's all

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

24. Reimbursement of Mutual Fund "Exit Fees": Plan Contribution?

    By Guest Tudor Fever, July 12, 2006
    • 5 replies
    • 1.8k views
    • 
    • jpod
    • July 12, 2006

25. Unclaimed Property

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

26. Brain Teaser

    By M R Bernardin, April 23, 1999
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • April 29, 1999

27. trustee indemnification

    By Guest Smokin, May 19, 2004
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 25, 2004

28. US Virgin Islands

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

29. 401k Safe harbor non elective with 1 year wait?

    By perkinsran, February 11, 2009
    • 5 replies
    • 1.8k views
    • 
    • Kevin C
    • February 12, 2009

30. 401(k) Recordkeeping/Administration & Investment Vehicle RFPs

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

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. 401(k) participant died with outstanding loan; does beneficiary get 1099R for the loan balance? How is the form coded?

    By Guest DBanko, September 19, 2003
    • 3 replies
    • 1.8k views
    • 
    • Appleby
    • September 19, 2003

33. 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

34. Employer Stock in 401k plan

    By 2muchstress, August 14, 2002
    • 3 replies
    • 1.8k views
    • 
    • E as in ERISA
    • August 14, 2002

35. Super fascninating question - Owners Child is an LTPT

    By austin3515, March 6, 2024
    • 11 replies
    • 1.8k views
    • 
    • austin3515
    • March 8, 2024

36. Tax Issues for Return of Excess Deferrals

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

37. APD Excess and Spin Off

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

38. 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

39. RMD for deceased participant

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

40. Loan Defaulted. No 1099 Requested!

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

41. Funding ER contributions with PPP

    By Chippy, May 13, 2020
    • 18 replies
    • 1.8k views
    • 
    • Larry Starr
    • July 8, 2020

42. 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

43. Prior Year ADP Testing for New Plan

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

44. 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

45. Failure to provide timely blackout notice

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

46. HCE/Key Employee Only Plan

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

47. 401(k)employer deduction

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

48. Stock sale of plan participating in a MEP

    By Jen S, October 28, 2022
    • 6 replies
    • 1.8k views
    • 
    • Luke Bailey
    • November 4, 2022

49. contributions considered in top-heavy minimum calculation

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

50. Find a participant

    By Guest Alwaysthinking, January 16, 2004
    • 7 replies
    • 1.8k views
    • 
    • Brian Gallagher
    • October 26, 2004