401(k) Plans

19,275 topics in this forum

1. Adding EACA Mid-Year

   By austin3515, November 20, 2018
   • 4 replies
   • 5.6k views
   • 
   • Doc Ument
   • November 20, 2018

2. Spousal consent for hardship withdrawals

   By Guest rim, August 11, 1999
   • 3 replies
   • 5.6k views
   • 
   • Guest
   • August 11, 1999

3. 401k Trustee

   By Guest pon66, September 20, 2001
   • 8 replies
   • 5.6k views
   • 
   • Guest
   • September 24, 2001

4. single employer vs multi-employer plan????

   By Guest todd, October 6, 2000
   • 5 replies
   • 5.6k views
   • 
   • david shipp
   • October 16, 2000

5. Alien in 401(k) Plan

   By rblum50, August 24, 2010
   • 6 replies
   • 5.6k views
   • 
   • Laura Harrington
   • August 24, 2010

6. Balance Forward Earning Accounting

   By armand2706, August 18, 2017
   • 11 replies
   • 5.6k views
   • 
   • hr for me
   • August 23, 2017

7. Crediting Hours of Service

   By 401 Chaos, April 14, 2010
   • 11 replies
   • 5.6k views
   • 
   • TLGeer
   • April 17, 2010

8. 401k Hardship withdrawl for purchase of primary residence

   By Watson, March 7, 2019
   • 4 replies
   • 5.6k views
   • 
   • Doc Ument
   • March 7, 2019

9. Elapsed time vs. actual method

   By k man, March 28, 2000
   • 3 replies
   • 5.6k views
   • 
   • Guest
   • April 18, 2001

10. Transfers from 401(k) to HSA?

    By Jim Chad, March 11, 2013
    • 4 replies
    • 5.6k views
    • 
    • Jim Chad
    • March 11, 2013

11. Stale Dated Checks

    By Guest sleightholm, September 25, 1998
    • 3 replies
    • 5.5k views
    • 
    • Alonzo
    • September 29, 1998

12. Sponsor/Participant Reaction to Market Volatility

    By LCARUSI, August 30, 1998
    • 0 replies
    • 5.5k views
    • 
    • LCARUSI
    • August 30, 1998

13. 7 Year Graded Vesting

    By Alex Daisy, July 1, 2009
    • 6 replies
    • 5.5k views
    • 
    • Kevin C
    • July 2, 2009

14. Pros/Cons of After tax contributions?

    By kwalified, November 6, 2014
    • 17 replies
    • 5.5k views
    • 
    • Guest
    • November 14, 2014

15. Late Deposit of Safe Harbor

    By Dougsbpc, December 11, 2011
    • 6 replies
    • 5.5k views
    • 
    • TPApril
    • January 31, 2012

16. Eligibility of 500 hours in 6 months

    By Jim Chad, December 5, 2008
    • 5 replies
    • 5.5k views
    • 
    • Tom Poje
    • December 5, 2008

17. New Comparability w/Integrated Allocation

    By Go401k, December 10, 2014
    • 18 replies
    • 5.5k views
    • 
    • Mike Preston
    • April 20, 2021

18. QNEC reflected on w-2?

    By Guest PAM, January 22, 1999
    • 1 reply
    • 5.5k views
    • 
    • MWeddell
    • January 22, 1999

19. Safe Harbor Nonelective Plus Additional Nonelective

    By austin3515, September 24, 2004
    • 33 replies
    • 5.5k views
    • 
    • Kevin C
    • October 5, 2004

20. Forfeiture Suspense Account for Matching Contributions

    By Guest blaum8, March 7, 2003
    • 3 replies
    • 5.5k views
    • 
    • Mike Preston
    • March 7, 2003

21. Difference between 401k vs. 403b?

    By Guest judynyc61, August 11, 2005
    • 5 replies
    • 5.5k views
    • 
    • david rigby
    • August 13, 2005

22. QDRO: Participant has an outstanding loan

    By Guest mmc, September 1, 2004
    • 2 replies
    • 5.5k views
    • 
    • QDROphile
    • September 2, 2004

23. WIthdrawing your 401k account at age 65 & still working

    By ratherbereading, April 15, 2015   

    • retirement age
    • 401k
    • 7 replies
    • 5.5k views
    • 
    • ratherbereading
    • April 15, 2015

24. Reporting loss on corrective distribution of excess deferral

    By Sir LB, February 18, 2016   

    • excess deferral
    • 3 replies
    • 5.5k views
    • 
    • TPApril
    • March 9, 2021

25. QDIA notices--sent to whom?

    By BG5150, December 2, 2008
    • 3 replies
    • 5.5k views
    • 
    • Kevin C
    • December 1, 2009

26. Elimination of QJSA

    By Guest Lex, November 15, 2002
    • 13 replies
    • 5.5k views
    • 
    • Guest
    • November 27, 2002

27. Outstanding Distribution Checks

    By Guest Cheri_Rose, August 7, 2006
    • 9 replies
    • 5.5k views
    • 
    • Guest
    • August 11, 2006

28. U.S. Virgin Islands

    By Guest IRISH79, April 10, 2007
    • 1 reply
    • 5.5k views
    • 
    • masteff
    • April 13, 2007

29. Nonstandardized vs. Standardized

    By Guest Donna Hearn, March 28, 2001
    • 1 reply
    • 5.4k views
    • 
    • Bob R
    • March 29, 2001

30. Prevailing Wage and 401k

    By mjf06241972, November 12, 2019
    • 6 replies
    • 5.4k views
    • 
    • mjf06241972
    • November 12, 2019

31. Rollovers of Keogh into 401(k) plans

    By Guest susan w, September 29, 2000
    • 1 reply
    • 5.4k views
    • 
    • Kathy
    • September 29, 2000

32. Reversing a participant withdrawal request

    By Guest lbz123, July 31, 2006
    • 10 replies
    • 5.4k views
    • 
    • JanetM
    • August 1, 2006

33. ROBS Exit Strategy

    By Seattle260, November 7, 2019
    • 14 replies
    • 5.4k views
    • 
    • LeadingRetirementSolutions
    • July 21, 2020

34. SECURE 2.0 60-63 CAtch-ups - Optional or Mandatory?

    By austin3515, February 15, 2024
    • 13 replies
    • 5.4k views
    • 
    • austin3515
    • August 16, 2024

35. Hiring temp employees

    By austin3515, April 2, 2008
    • 27 replies
    • 5.4k views
    • 
    • Guest
    • April 5, 2008

36. Short initial year limitations

    By Flyboyjohn, March 14, 2013
    • 5 replies
    • 5.4k views
    • 
    • Flyboyjohn
    • March 15, 2013

37. Am I the only one? 1 2

    By austin3515, January 11, 2023
    • 60 replies
    • 5.4k views
    • 
    • Riley Britton
    • April 10, 2023

38. Add Roth feature mid-year to 401(k) safe harbor plan

    By Guest STP20004, March 15, 2007
    • 5 replies
    • 5.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2007

39. Termination vs. merger

    By chris, October 26, 2006
    • 15 replies
    • 5.4k views
    • 
    • Guest
    • October 27, 2006

40. Service contract Act and 401k

    By Liam, February 22, 2019
    • 3 replies
    • 5.4k views
    • 
    • Below Ground
    • June 27, 2019

41. Employer returned 401k forfeiture. Can I put it back into an IRA?

    By Jayman, September 18, 2021
    • 9 replies
    • 5.4k views
    • 
    • C. B. Zeller
    • September 21, 2021

42. Distributions:Tax on true gross, or tax on gross net of fees?

    By ldr, December 19, 2017   

    • distributions
    • taxes
    • (and 2 more)

      Tagged with:

      • distributions
      • taxes
      • gross up
      • fees
    • 28 replies
    • 5.4k views
    • 
    • stephen
    • June 22, 2018

43. Distributing NUA with after-tax employee contributions

    By Guest Richard Plant, July 20, 2001
    • 3 replies
    • 5.4k views
    • 
    • Guest
    • July 23, 2001

44. Is a 5330 Necessary If Late Deposit of Deferrals Is Corrected Under VFC?

    By Übernerd, June 17, 2013   

    • 5330
    • VFCP
    • (and 1 more)

      Tagged with:

      • 5330
      • VFCP
      • PTE 2002-51
    • 8 replies
    • 5.4k views
    • 
    • jim241
    • December 15, 2020

45. PEO Multiple Employer Plan

    By Guest Midas, May 19, 2005
    • 9 replies
    • 5.4k views
    • 
    • Guest
    • May 26, 2005

46. Paid Leave and 401(k) Deferrals

    By Randy Watson, June 3, 2004
    • 13 replies
    • 5.4k views
    • 
    • Randy Watson
    • June 11, 2004

47. deferral % based on comp limit or total comp?

    By WCC, June 3, 2014
    • 36 replies
    • 5.4k views
    • 
    • Bird
    • January 5, 2016

48. ERISA Expense Account - Allocation to Participants

    By 401klubkid, June 30, 2017
    • 10 replies
    • 5.4k views
    • 
    • RatherBeGolfing
    • July 3, 2017

49. Antialienation

    By Guest tonjer, November 7, 2002
    • 20 replies
    • 5.4k views
    • 
    • mbozek
    • November 12, 2002

50. Mandatory Federal Withholding - Form W4-R

    By John K, June 20, 2024
    • 7 replies
    • 5.4k views
    • 
    • CuseFan
    • June 21, 2024