401(k) Plans

19,275 topics in this forum

1. Are loans subject to 401(a)(4) BRF Rules?

   By LCARUSI, September 4, 1998
   • 3 replies
   • 5.8k views
   • 
   • david shipp
   • September 4, 1998

2. "Actual knowledge to the contrary" 1 2

   By austin3515, May 5, 2020
   • 62 replies
   • 5.8k views
   • 
   • austin3515
   • May 8, 2020

3. Partial Plan Termination

   By Guest CCarter, March 18, 2002
   • 16 replies
   • 5.8k views
   • 
   • Guest
   • August 4, 2009

4. Controlled group testing - ADP

   By Guest Achilles, September 24, 2013
   • 5 replies
   • 5.8k views
   • 
   • 00hskrgrl
   • October 10, 2013

5. VCFP vs. self correction

   By Guest CRM, May 28, 2009
   • 2 replies
   • 5.8k views
   • 
   • Guest
   • May 28, 2009

6. Tax Withholding on Corrective Distributions

   By davef, February 23, 2001
   • 3 replies
   • 5.8k views
   • 
   • Guest
   • May 15, 2001

7. Has anyone had any experience with amending a 401(k) plan so that all

   By Guest TW2000, September 18, 2000
   • 23 replies
   • 5.8k views
   • 
   • KJohnson
   • October 10, 2000

8. Match limits

   By Guest MParks, August 28, 1998
   • 3 replies
   • 5.8k views
   • 
   • LCARUSI
   • August 29, 1998

9. QDIA - Determination of Who Must Receive Notice

   By BeanCounterBlues, December 4, 2007
   • 6 replies
   • 5.8k views
   • 
   • Tom Poje
   • December 7, 2007

10. Split plan to avoid audit?

    By austin3515, July 9, 2010
    • 11 replies
    • 5.8k views
    • 
    • Mike Preston
    • July 9, 2010

11. Is IRS being Stupid? Form 945 Issue

    By justanotheradmin, January 25, 2016   

    • Form 945
    • IRS
    • 21 replies
    • 5.8k views
    • 
    • DPL
    • February 26, 2019

12. Commonlaw Wife Rights To A 401k Of Deceased Commonlaw Husband

    By Guest CONFUSED401K, January 8, 2003
    • 2 replies
    • 5.8k views
    • 
    • mbozek
    • January 8, 2003

13. ACP testing failure

    By pmacduff, March 3, 2010
    • 21 replies
    • 5.8k views
    • 
    • fiona1
    • May 15, 2012

14. End-of-Year requirement for 401k?

    By Guest rickw, July 2, 2003
    • 19 replies
    • 5.8k views
    • 
    • Tom Poje
    • August 18, 2003

15. Union 401K Plan and Non-Discrimination Testing (ADP/ACP)

    By Guest ROB VIDOVICH, March 15, 2002
    • 1 reply
    • 5.8k views
    • 
    • KJohnson
    • March 15, 2002

16. 401K Matching

    By Guest PAccuardi, August 24, 1998
    • 3 replies
    • 5.8k views
    • 
    • Larry M
    • August 29, 1998

17. Maximizing employer contributions / 415 limit

    By Guest tjt169, February 14, 2014
    • 17 replies
    • 5.7k views
    • 
    • Lou S.
    • February 22, 2018

18. Fidelity will only release retirement with a QDRO. Options??

    By paterinick, January 26, 2017   

    • qdro
    • fidelity
    • 10 replies
    • 5.7k views
    • 
    • paterinick
    • January 26, 2017

19. Hardship withdrawal suspension period

    By 401kspeclst, January 29, 2018
    • 7 replies
    • 5.7k views
    • 
    • MWeddell
    • January 30, 2018

20. Receivables in Top Heavy test?

    By BG5150, December 8, 2006
    • 11 replies
    • 5.7k views
    • 
    • BG5150
    • December 19, 2006

21. Profit sharing contribution covered by a Board Resolution?

    By Guest Fred Maynard, March 4, 2005
    • 20 replies
    • 5.7k views
    • 
    • AndyH
    • March 7, 2005

22. Prevailing wage question

    By K2retire, February 25, 2011
    • 3 replies
    • 5.7k views
    • 
    • Kevin C
    • February 25, 2011

23. 415 excess correction / EPCRS

    By fiona1, September 4, 2008
    • 5 replies
    • 5.7k views
    • 
    • QDROphile
    • December 25, 2008

24. Safe Harbor 401(k) with Union Employees

    By Blinky the 3-eyed Fish, February 12, 2004
    • 6 replies
    • 5.7k views
    • 
    • wsp
    • February 17, 2004

25. How to view Incentive Stock Options for 401(k) Comp Purposes

    By 401 Chaos, August 18, 2009
    • 1 reply
    • 5.7k views
    • 
    • Guest
    • August 21, 2009

26. Converting money purchase plan to 401(k)

    By Guest Jill41402, May 28, 2008
    • 15 replies
    • 5.7k views
    • 
    • Guest
    • July 8, 2008

27. pre-funding and 415 1 2

    By Bri, May 1, 2020
    • 66 replies
    • 5.7k views
    • 
    • shERPA
    • May 9, 2020

28. Ratio Percentage Test

    By Guest AJM 34, August 13, 2007
    • 4 replies
    • 5.7k views
    • 
    • Tom Poje
    • August 14, 2007

29. Can we stop fixed match mid year?

    By Jim Chad, April 21, 2011
    • 14 replies
    • 5.7k views
    • 
    • Kevin C
    • September 29, 2011

30. Form 5330: Late ADP/ACP corrections

    By justatester, October 1, 2008
    • 5 replies
    • 5.7k views
    • 
    • justatester
    • October 8, 2008

31. Switching between current and prior year testing for ADP/ACP tests

    By Guest sammy, April 17, 2001
    • 6 replies
    • 5.7k views
    • 
    • Guest
    • February 26, 2002

32. Plan Participant, you must Wait.

    By Mr Bagwell, November 25, 2013
    • 32 replies
    • 5.7k views
    • 
    • Mr Bagwell
    • December 3, 2013

33. Separate Deferral Election on Bonus

    By Guest km6719, October 2, 2008
    • 4 replies
    • 5.7k views
    • 
    • J Simmons
    • October 3, 2008

34. How is a 401(k) plan affected by a "stock split purchase" of the sponsoring company?

    By Guest Cinadr, December 26, 2013
    • 7 replies
    • 5.7k views
    • 
    • PensionPro
    • December 27, 2013

35. Mandatory (required) Employee Contribution

    By Guest tjt169, November 25, 2013
    • 9 replies
    • 5.7k views
    • 
    • Guest
    • November 26, 2013

36. 401 fees and Lawsuits

    By Guest BobParks, August 26, 1998
    • 0 replies
    • 5.7k views
    • 
    • Guest
    • August 26, 1998

37. Plan Transactions Greater Than 5%

    By Guest Bryan, September 10, 1998
    • 3 replies
    • 5.7k views
    • 
    • Guest
    • September 10, 1998

38. DOL Calculator & VFCP Submission re Late Contributions

    By Guest ggbrock, September 29, 2008
    • 8 replies
    • 5.7k views
    • 
    • BG5150
    • November 19, 2008

39. Severance pay and deferrals

    By Guest Beachgirl, October 12, 2006
    • 4 replies
    • 5.7k views
    • 
    • david rigby
    • October 13, 2006

40. Loan Consolidation Question

    By Spencer, February 21, 2002
    • 8 replies
    • 5.7k views
    • 
    • Guest
    • April 8, 2002

41. Pre-tax deferrals after 401(a)(17) limit

    By Guest Tom Moses, October 7, 1998
    • 17 replies
    • 5.7k views
    • 
    • Larry M
    • April 3, 1999

42. Attributable to match forfeitures due to failed ADP test

    By Guest 401kadmin, March 23, 2005
    • 3 replies
    • 5.7k views
    • 
    • Guest
    • March 24, 2005

43. QNEC's

    By Guest Nicole, August 27, 1998
    • 1 reply
    • 5.7k views
    • 
    • LCARUSI
    • August 27, 1998

44. 401(a)(17) Annual Compensation Limit

    By Guest BenMngr08, March 18, 2008
    • 17 replies
    • 5.6k views
    • 
    • ETA Consulting LLC
    • October 18, 2015

45. Multiple Use After SBJPA

    By Alonzo, August 26, 1998
    • 0 replies
    • 5.6k views
    • 
    • Alonzo
    • August 26, 1998

46. Payroll period match and compensation limit

    By RPP2001, May 23, 2011
    • 5 replies
    • 5.6k views
    • 
    • Kevin C
    • October 2, 2015

47. economics paper

    By Guest trailerpat, October 14, 2006
    • 28 replies
    • 5.6k views
    • 
    • Kimberly S
    • November 8, 2006

48. Age 55 exception - Termination Date or Distribution Date?

    By Guest Michael Anderson, April 22, 2005
    • 9 replies
    • 5.6k views
    • 
    • mbozek
    • April 25, 2005

49. Can bonus amounts be excluded from deferral election?

    By Guest Dash02, May 10, 2010
    • 5 replies
    • 5.6k views
    • 
    • Guest
    • January 6, 2012

50. Non-resident Aliens

    By Nate X, March 9, 2006
    • 5 replies
    • 5.6k views
    • 
    • Kirk Maldonado
    • March 11, 2006