401(k) Plans

19,321 topics in this forum

1. Resident aliens and census data

   By Guest RLD, March 14, 2002
   • 3 replies
   • 1.7k views
   • 
   • FJR
   • March 15, 2002

2. post death distributions

   By k man, September 28, 2001
   • 2 replies
   • 1.7k views
   • 
   • k man
   • September 28, 2001

3. Distribution Fees

   By Guest stevena1, October 30, 2006
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • October 31, 2006

4. PS 58 Cost and inservice distributions

   By Jester, February 2, 2022
   • 5 replies
   • 1.7k views
   • 
   • Liz Hallam
   • February 4, 2022

5. Family attribution for HCE's?

   By Guest 410b, June 16, 2010
   • 2 replies
   • 1.7k views
   • 
   • BG5150
   • June 16, 2010

6. excess deferrals

   By Felicia, May 3, 2006
   • 3 replies
   • 1.7k views
   • 
   • ERISAnut
   • May 3, 2006

7. Extended restatement deadline?

   By Guest danwintz, December 18, 1999
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • December 18, 1999

8. Should I cash out a small 401K?

   By Guest mcdonam, July 17, 2007
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • July 20, 2007

9. Designated Roth Deferral - Separate Account

   By MarZDoates, October 3, 2013
   • 3 replies
   • 1.7k views
   • 
   • MarZDoates
   • October 4, 2013

10. Terminated plan distributions

    By pbarrett, March 4, 2005
    • 5 replies
    • 1.7k views
    • 
    • stevena
    • March 5, 2005

11. 2 Person Non-Profit 401(k)

    By Guest Tracy H, June 15, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 21, 2000

12. Protected Benefits

    By Nassau, October 23, 2008
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • October 24, 2008

13. Profit Sharing contribution allocation

    By Guest rustymonty, March 13, 2005
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • March 14, 2005

14. Safe Harbor Hardship Distribution - purchase of principal residence

    By Guest bogart126, August 19, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 20, 2002

15. plan expenses

    By Guest Betsy Oakey, September 28, 2006
    • 8 replies
    • 1.7k views
    • 
    • SteveH
    • September 28, 2006

16. Beneficiaries

    By Nassau, June 15, 2010
    • 7 replies
    • 1.7k views
    • 
    • My 2 cents
    • June 16, 2010

17. Investment Management Fees

    By Guest DDDlump, June 20, 2001
    • 2 replies
    • 1.7k views
    • 
    • k man
    • June 21, 2001

18. Terminate Safe Harbor mid-year?

    By wmyer, August 8, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 8, 2003

19. Prevailing wage & 410(b)

    By TPApril, April 25, 2015
    • 1 reply
    • 1.7k views
    • 
    • Lou S.
    • April 27, 2015

20. Erisa Bond for 401k plan

    By Guest kittykat, January 20, 2011
    • 2 replies
    • 1.7k views
    • 
    • GMK
    • January 20, 2011

21. Is rounding by an investment company normal?

    By DMcGovern, March 24, 2021
    • 11 replies
    • 1.7k views
    • 
    • BG5150
    • March 26, 2021

22. Bank Trustee

    By Jon Chambers, March 1, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 2, 2000

23. Takeover of employees by PEO

    By Guest Thornton, May 13, 2002
    • 5 replies
    • 1.7k views
    • 
    • alanm
    • May 21, 2002

24. 401(k) plan providers

    By mbozek, April 3, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 3, 2002

25. Match As-You-Go w/ Allocation Conditions

    By LANDO, February 12, 2015   

    • Match
    • allocation conditions
    • 4 replies
    • 1.7k views
    • 
    • LANDO
    • February 13, 2015

26. W-2 Employee becomes partner mid-year

    By tjw572, September 13, 2017   

    • earned income
    • compensation
    • (and 1 more)

      Tagged with:

      • earned income
      • compensation
      • profit sharing calculation
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • September 14, 2017

27. RMD to Beneficiaries after Death of Participant

    By Guest Twinky, December 12, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 12, 2006

28. Late Deposit of 401(k) Deferrals / Form 5330

    By 415 Limit, July 26, 2011
    • 3 replies
    • 1.7k views
    • 
    • K2retire
    • July 26, 2011

29. HCE only 401(k)

    By Earl, March 16, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 19, 2002

30. Loan defaulted/deemed distributed as if terminated but still works PRN

    By Pammie57, May 11, 2020
    • 2 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • May 11, 2020

31. Controlled group minimum coverage testing when the members' 401(k) pla

    By EGB, December 6, 1999
    • 0 replies
    • 1.7k views
    • 
    • EGB
    • December 6, 1999

32. ADP failure - too much refunded to HCEs

    By Guest Rags, September 3, 2009
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • September 4, 2009

33. brokerage windows

    By Scuba 401, June 5, 2017
    • 13 replies
    • 1.7k views
    • 
    • My 2 cents
    • June 5, 2017

34. Part-Time Employee Exclusions & Secure Act

    By metsfan026, January 9, 2024
    • 6 replies
    • 1.7k views
    • 
    • Belgarath
    • January 11, 2024

35. 1099 Income for Partner

    By Rai401k, April 22, 2015
    • 3 replies
    • 1.7k views
    • 
    • jpod
    • April 22, 2015

36. Top heavy contribution for key employee

    By cathyw, March 24, 2025
    • 11 replies
    • 1.7k views
    • 
    • Paul I
    • March 26, 2025

37. Safe Harbor Contribution and Terminated Participants

    By EEK, March 2, 2015
    • 3 replies
    • 1.7k views
    • 
    • Lou S.
    • March 3, 2015

38. LLC Owner and 125/401K

    By Guest Pfingst, October 17, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 17, 2001

39. Using multiple matching contribution formulae in a control group

    By Guest jvanheyde, December 9, 2005
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • December 11, 2005

40. Can an employer amend a profit sharing plan midway through a given plan year to add a last-day-of-the-year employment requirement as a condition for receiving a profit sharing contribution?

    By billfgrady, September 25, 2003
    • 3 replies
    • 1.7k views
    • 
    • Alf
    • September 25, 2003

41. Change of entry point

    By Guest Looser, December 18, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 19, 2001

42. Employer contribution trends in 401K plans

    By Guest jpr9954, July 17, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 17, 1999

43. Top Heavy and Vesting

    By Earl, January 27, 2003
    • 3 replies
    • 1.7k views
    • 
    • Earl
    • January 27, 2003

44. Money Purchase/401(k) merger - late 5500

    By rlb64, May 20, 2008
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • May 20, 2008

45. Tax Liability of an Outstanding Loan that is Offset when Participant D

    By Guest andmik, January 26, 2001
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • January 26, 2001

46. Missing Enrollment Forms?

    By Jilliandiz, September 22, 2005
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • September 29, 2005

47. Do I qualify for NUA?

    By Guest Steve Richards, July 31, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 11, 2007

48. Death Benefit with loan

    By Guest CGBS, June 13, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 14, 2000

49. investing 401k deferrals in in house funds

    By Guest billy bong, December 21, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 17, 1999

50. Quarterly statements: Electronic format only

    By Mr Bagwell, August 23, 2018
    • 9 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • August 27, 2018