401(k) Plans

19,321 topics in this forum

1. Loan "Commercially Available Rate"

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

2. Accelerated Vesting due to EGTRRA

   By Guest Sara H, March 11, 2002
   • 1 reply
   • 1.8k views
   • 
   • Archimage
   • March 11, 2002

3. Payment of Insurance Premiums

   By Bruddah Kimo, April 1, 2009
   • 3 replies
   • 1.8k views
   • 
   • Bruddah Kimo
   • April 1, 2009

4. Count $0 comp EE's

   By Guest swiantj, August 9, 2001
   • 8 replies
   • 1.8k views
   • 
   • GBurns
   • August 10, 2001

5. Is the 1000 hours participation rule only an IRC requirement, or is it

   By Guest maria jose, October 24, 1999
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • October 24, 1999

6. Roth Rollover

   By Guest MarieNo, August 13, 2012
   • 3 replies
   • 1.8k views
   • 
   • 401king
   • August 13, 2012

7. Partial Plan Termination and Rehires

   By Gruegen, August 18, 2020
   • 3 replies
   • 1.8k views
   • 
   • Dave Baker
   • August 20, 2020

8. Allowing beneficiary to direct investment.

   By FundeK, January 14, 2004
   • 8 replies
   • 1.8k views
   • 
   • BG5150
   • July 10, 2008

9. de minimus excise tax

   By Guest Rosemary Raymer, April 23, 2002
   • 3 replies
   • 1.8k views
   • 
   • Steve72
   • April 23, 2002

10. PBGC 120% Lump Sum Factor at deferred age 65

    By §#$%!, November 21, 2012
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • November 21, 2012

11. Federal Truth and Lending disclosure

    By Guest xplan, March 27, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 27, 2001

12. 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

13. HCEs Deferral Elections

    By Guest Jodie Dailey, December 16, 1998
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 17, 1998

14. ACP Safe Harbor

    By Guest Thornton, March 7, 2007
    • 2 replies
    • 1.8k views
    • 
    • stephen
    • March 7, 2007

15. Failed coverage test for numerous years

    By Guest SWH, January 2, 2009
    • 11 replies
    • 1.8k views
    • 
    • Guest
    • January 26, 2009

16. RMD for an owner

    By Guest Elfman, June 8, 2005
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2005

17. Immediate and Heavy Financial Need

    By Guest meeh3704, May 1, 2009
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • May 1, 2009

18. 2021 Form 5558s being denied

    By ktrombino, October 18, 2022
    • 12 replies
    • 1.8k views
    • 
    • TPAinPA
    • December 1, 2022

19. How does a non-participant go about researching the details of a specific 401(k) plan?

    By joel, September 27, 2003
    • 7 replies
    • 1.8k views
    • 
    • maverick
    • October 3, 2003

20. Catch-up Election form

    By alexa, January 15, 2004
    • 1 reply
    • 1.8k views
    • 
    • Sandra Pearce
    • January 15, 2004

21. Funding ER contributions with PPP

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

22. Find a participant

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

23. Plan Merger

    By Guest FAZEKAS, November 6, 1998
    • 1 reply
    • 1.8k views
    • 
    • Alonzo
    • November 6, 1998

24. Nonspouse Beneficiaries - Automatic Rollover Inapplicable

    By rocknrolls2, August 15, 2007
    • 2 replies
    • 1.8k views
    • 
    • rlb64
    • August 16, 2007

25. BR&F - Match formula based on YOS

    By austin3515, February 8, 2015
    • 16 replies
    • 1.8k views
    • 
    • Tom Poje
    • February 10, 2015

26. Voluntary Contributions

    By Guest Ray Corneau, October 9, 2002
    • 5 replies
    • 1.8k views
    • 
    • Brian Gallagher
    • October 11, 2002

27. Restating a 401(k) Simple Plan

    By pbarrett, May 23, 2002
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 24, 2002

28. ADP/ACP Testing Question

    By Guest JWBrown, May 22, 2000
    • 5 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • May 24, 2000

29. Amending SIMPLE 401k to 401k

    By Guest Ddalk, June 10, 2003
    • 4 replies
    • 1.8k views
    • 
    • R. Butler
    • June 11, 2003

30. Entry Date for Predecessor Service

    By Guest Serena, August 30, 2010
    • 1 reply
    • 1.8k views
    • 
    • PFranckowiak
    • September 2, 2010

31. QDIA Notice Requirements

    By Lori H, November 19, 2009
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • November 20, 2009

32. Top Heavy Test, Key in current plan year, but not last year.

    By Jean, April 10, 2001
    • 8 replies
    • 1.8k views
    • 
    • david rigby
    • April 12, 2001

33. 401k 403b 457 for a fire district

    By mjf06241972, June 28, 2018   

    • 401k
    • 403b
    • (and 1 more)

      Tagged with:

      • 401k
      • 403b
      • 457
    • 3 replies
    • 1.8k views
    • 
    • Doc Ument
    • July 2, 2018

34. more prior year testing ?...

    By pmacduff, March 16, 2007
    • 9 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 20, 2007

35. Form 5310-A Question 4(b)

    By John A, June 28, 2001
    • 0 replies
    • 1.8k views
    • 
    • John A
    • June 28, 2001

36. Deferral of Bonus after plan termination

    By Guest wolfpack, June 14, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 14, 1999

37. Participant paid out before return of excess deferrals

    By Guest moorhan, September 7, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 7, 2001

38. forfeiture buy-back -what happens to taxes paid?

    By AKconsult, January 27, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 27, 2010

39. Corbel Prototype

    By Archimage, April 6, 2006
    • 6 replies
    • 1.8k views
    • 
    • namealreadyinuse
    • April 7, 2006

40. Defaulted loans

    By FAPInJax, June 6, 2002
    • 4 replies
    • 1.8k views
    • 
    • JohnCheek
    • June 6, 2002

41. catch up contributions

    By Guest lindamichals, December 23, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • June 18, 2003

42. Age Weighted Match?

    By KateSmithPA, December 5, 2012
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 12, 2013

43. Plan Amendments

    By Guest cbuxton, January 22, 2002
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • January 25, 2002

44. Non-Spousal Rollover: IRA vs Qualified Plan

    By wsp, July 25, 2007
    • 3 replies
    • 1.8k views
    • 
    • wsp
    • July 26, 2007

45. Is anyone on the message board affiliated with ASPPA?

    By stevena, September 21, 2005
    • 12 replies
    • 1.8k views
    • 
    • Appleby
    • October 1, 2005

46. 401(k) Election Not Implemented

    By Guest kharris, January 3, 2003
    • 4 replies
    • 1.8k views
    • 
    • RCK
    • January 10, 2003

47. Gap Period Earnings Question for Excess Contributions

    By Guest lawdawg, January 9, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 10, 2002

48. Can Plan accept rollover of funds previously distributed for QDRO?

    By Guest [Pat M], June 9, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 9, 2000

49. Hardship question

    By PFranckowiak, June 5, 2009
    • 3 replies
    • 1.8k views
    • 
    • masteff
    • June 5, 2009

50. Can a participant who is employed by 3 separate employers be involved

    By Guest Don J. Smith, October 4, 2000
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • October 5, 2000