401(k) Plans

19,337 topics in this forum

1. Working with Nationwide

   By drakecohen, September 23, 2022
   • 4 replies
   • 822 views
   • 
   • hr for me
   • September 27, 2022

2. 401(k) transferring assets

   By Guest Lisa Allen, September 13, 1999
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • September 17, 1999

3. Mulitple Employer Plans

   By justatester, September 15, 2008
   • 4 replies
   • 1.4k views
   • 
   • QDROphile
   • September 16, 2008

4. Employer Funding Requirements

   By Nassau, October 18, 2010
   • 4 replies
   • 1.9k views
   • 
   • AlbanyConsultant
   • January 4, 2011

5. DC vs DB Coverage Testing

   By justatester, September 23, 2013
   • 4 replies
   • 1.7k views
   • 
   • John Feldt ERPA CPC QPA
   • September 24, 2013

6. disaggregation question

   By K2retire, February 18, 2014
   • 4 replies
   • 1.2k views
   • 
   • GMK
   • February 21, 2014

7. auto enroll and rehire

   By pmacduff, June 30, 2016
   • 4 replies
   • 2.9k views
   • 
   • Mike Preston
   • July 1, 2016

8. How to calculate aggregate profit sharing contribution for a sole prop

   By Guest, July 14, 2000
   • 4 replies
   • 3.1k views
   • 
   • Guest
   • July 24, 2000

9. Brokerage commission discrimination issues

   By MoJo, January 8, 2001
   • 4 replies
   • 1.6k views
   • 
   • Erik Read
   • January 9, 2001

10. catch ups and non calendar year plan year

    By Guest mkelly, August 30, 2002
    • 4 replies
    • 1.7k views
    • 
    • kocak
    • September 5, 2002

11. Payment of Death Benefits to Foreign National

    By Guest Cliff Langwith, December 27, 2005
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • December 28, 2005

12. automatic deferrals and QACA

    By Scuba 401, September 21, 2010
    • 4 replies
    • 1.5k views
    • 
    • Scuba 401
    • September 22, 2010

13. Elimination of 410(b) Fail Safe

    By KJohnson, July 26, 2012
    • 4 replies
    • 4.1k views
    • 
    • ETA Consulting LLC
    • July 27, 2012

14. Amendment adding Roth provision

    By Doghouse, September 27, 2019
    • 4 replies
    • 2k views
    • 
    • Doc Ument
    • September 27, 2019

15. Transfer/Rollovers

    By Guest Redchip, August 17, 1999
    • 4 replies
    • 1.8k views
    • 
    • jlf
    • September 18, 1999

16. 401k plan with multiple discretionary match formulas

    By Zach Del, March 30, 2023
    • 4 replies
    • 2k views
    • 
    • Zach Del
    • April 1, 2023

17. Timing of 401(k) Deferrals

    By Guest slrogers, June 28, 2005
    • 4 replies
    • 1.8k views
    • 
    • R. Butler
    • June 29, 2005

18. discriminatory?

    By wsp, October 16, 2006
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • October 17, 2006

19. compensation ratio test failure

    By Guest Moira, December 8, 2006
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • December 13, 2006

20. Aggregating plans for testing?

    By Guest KRS401k, March 26, 2008
    • 4 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 14, 2008

21. 401(k) Loan to purchase a foreign property

    By Guest Hgreer, April 2, 2013   

    • 401(k) Loan
    • 4 replies
    • 3.1k views
    • 
    • 12AX7
    • April 2, 2013

22. Need Solo 401k assistance

    By B Gene Stair, July 19, 2018   

    • need professional solo 401k assistance
    • 4 replies
    • 555 views
    • 
    • Florence
    • July 21, 2018

23. ADP Testing

    By PFranckowiak, November 18, 2019
    • 4 replies
    • 1.2k views
    • 
    • ugueth
    • November 21, 2019

24. Special Participation Date

    By RCK13, September 25, 2020   

    • participation
    • eligiblity
    • (and 3 more)

      Tagged with:

      • participation
      • eligiblity
      • special rules
      • 401k
      • cross-tested
    • 4 replies
    • 1.2k views
    • 
    • RCK13
    • September 25, 2020

25. Loans from 401(k)

    By Guest msearle, December 18, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 2000

26. Top heavy contributions for new EEs

    By Guest PAUL DUGAN, April 18, 2001
    • 4 replies
    • 1.6k views
    • 
    • Richard Anderson
    • April 19, 2001

27. Address Changes

    By 401Katie, September 9, 2025
    • 4 replies
    • 2.5k views
    • 
    • Paul I
    • September 10, 2025

28. Maximum Elective Deferral Limit in a Safe Harbor 401(k)

    By Guest PB&J, July 22, 2005
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • July 27, 2005

29. new profit sharing plan wants 401(k) next plan year

    By Lori H, September 18, 2006
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 18, 2006

30. Hurricane IRMA - 404 DC contributions

    By Scuba 401, September 14, 2017
    • 4 replies
    • 774 views
    • 
    • Lois Baker
    • September 15, 2017

31. retroactive vesting increase

    By Pixie, December 2, 2022   

    • vesting
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • December 16, 2022

32. 2022 415c failure distributed September 2023 - taxation?

    By AlbanyConsultant, August 25, 2023
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 25, 2023

33. Can a participant purchase stock in his directed account of a company

    By Guest, March 27, 2001
    • 4 replies
    • 1.6k views
    • 
    • RCK
    • April 3, 2001

34. Trust as beneficiary

    By Guest andmik, May 21, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • May 22, 2002

35. Vesting issues...

    By Guest RONNIE WASEL, November 18, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 18, 2002

36. New plan adp testing

    By pbarrett, November 19, 2003
    • 4 replies
    • 1.3k views
    • 
    • rcline46
    • November 20, 2003

37. Continuance of deferrals after sale of employer

    By Guest philc, June 28, 2005
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • June 28, 2005

38. Forfeitures Used to Pay Plan Expenses

    By Guest sao0308, July 26, 2006
    • 4 replies
    • 2.8k views
    • 
    • Bird
    • July 26, 2006

39. Impermissible Distribution

    By oldman, March 14, 2011
    • 4 replies
    • 2.6k views
    • 
    • K2retire
    • March 15, 2011

40. Return of Deferrals to ineligible participant

    By Guest Theresa Irvin, May 4, 2011
    • 4 replies
    • 3.1k views
    • 
    • QNPG
    • May 4, 2011

41. corrective amendment

    By Gary, April 26, 2012
    • 4 replies
    • 2.1k views
    • 
    • chc93
    • April 27, 2012

42. Active Duty and Loans

    By cpc0506, September 27, 2019
    • 4 replies
    • 1k views
    • 
    • ESOP Guy
    • October 2, 2019

43. Missed Deferral Opportunity- no other members of employees group

    By PMZJohn, December 29, 2023
    • 4 replies
    • 1.9k views
    • 
    • cathyw
    • January 5, 2024

44. Puerto Rico tax law on Section 165 plans

    By Guest Jim Bender, February 15, 2001
    • 4 replies
    • 5k views
    • 
    • Steve72
    • August 17, 2001

45. Missed Loan repayment

    By Guest lbz123, July 23, 2009
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • July 28, 2009

46. financial audit and multiple ER plan

    By PensionNewbee, April 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • PensionNewbee
    • April 7, 2003

47. Final 401(k) Regs. and Gap Earnings

    By Guest M. Martin, January 26, 2006
    • 4 replies
    • 2.2k views
    • 
    • Archimage
    • February 2, 2006

48. Form 8905 for uncertain 401(k) plan

    By Guest PBJ, January 9, 2007
    • 4 replies
    • 2.1k views
    • 
    • austin3515
    • January 17, 2007

49. Pooled Plans - Value of Investmetns on Statements

    By austin3515, February 16, 2011
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • February 16, 2011

50. PS plan excesses

    By cpc0506, October 19, 2012
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • October 26, 2012