401(k) Plans

19,275 topics in this forum

1. My company sold in a stock sale. I want to roll my 401K over to anothe

   By Guest spike, December 10, 1999
   • 3 replies
   • 1.7k views
   • 
   • QDROphile
   • December 11, 1999

2. Top-Heavy aggregation with Terminated Plan and 416(g)(3)

   By KJohnson, September 18, 2002
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • July 11, 2003

3. Self-employed 401(k) profit sharing plan

   By pmacduff, February 24, 2004
   • 16 replies
   • 1.7k views
   • 
   • pmacduff
   • February 24, 2004

4. Recharacterization of Excess Contributions as missed matching contribu

   By Guest RMM, March 21, 2000
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • March 21, 2000

5. Coverage of Employees with No Income

   By Below Ground, September 30, 2022
   • 15 replies
   • 1.7k views
   • 
   • Below Ground
   • October 6, 2022

6. delay in implementing an amendment

   By K2retire, June 26, 2013
   • 9 replies
   • 1.7k views
   • 
   • QDROphile
   • June 27, 2013

7. Match forfeiture different than nonelective forfeiture

   By Jim Chad, June 26, 2008
   • 2 replies
   • 1.7k views
   • 
   • J Simmons
   • June 26, 2008

8. 401(k) Illustration Software

   By Dawn Hafner, May 30, 2000
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • May 31, 2000

9. ACP and Excess Annual Additions

   By Guest PJW, August 20, 2002
   • 3 replies
   • 1.7k views
   • 
   • Mike Preston
   • August 21, 2002

10. Form 5500 Question Part III 8(b)

    By SJones, July 4, 2019   

    • 5500
    • income
    • (and 1 more)

      Tagged with:

      • 5500
      • income
      • loss
    • 5 replies
    • 1.7k views
    • 
    • SJones
    • July 6, 2019

11. 5500 disclosure

    By Guest oxdougw, August 25, 2003
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • August 25, 2003

12. Required Minimum Distribution-2010

    By jala, February 2, 2010
    • 5 replies
    • 1.7k views
    • 
    • jala
    • February 4, 2010

13. Prohibited Transactions

    By Guest Fidu2, April 4, 2003
    • 10 replies
    • 1.7k views
    • 
    • Demosthenes
    • April 16, 2003

14. Safe Harbor question

    By jkharvey, March 10, 2001
    • 2 replies
    • 1.7k views
    • 
    • Kristina
    • March 12, 2001

15. ADP Test Issue

    By Guest t936, October 14, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 17, 2005

16. "Evergreen" election to correct failing ADP / ACP test.

    By Jean, November 5, 2002
    • 5 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • November 6, 2002

17. Highly Compensated Employee?

    By Guest panther84, April 5, 2009
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • April 9, 2009

18. Amendment Notice - change in eligibility

    By Guest jimmybeau, June 1, 2009
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • June 2, 2009

19. Trying to figure missed deferral

    By Loves401(k), March 2, 2018
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • March 6, 2018

20. Safe Harbor Plan and Sale/acquisition

    By 30Rock, April 10
    • 10 replies
    • 1.7k views
    • 
    • Belgarath
    • April 14

21. Early Retirement and Vesting Provisions

    By KayC, August 1, 2023
    • 7 replies
    • 1.7k views
    • 
    • acm_acm
    • August 2, 2023

22. ADP failure, HCE took hardship in prior year

    By Guest Emiman, May 27, 2004
    • 3 replies
    • 1.7k views
    • 
    • pmacduff
    • June 1, 2004

23. Elimination of Annuity Options in a 401(k)

    By Tom, November 17, 2022
    • 4 replies
    • 1.7k views
    • 
    • MWeddell
    • November 21, 2022

24. ADP test failure after 3/15/13 deadline

    By doombuggy, March 28, 2013
    • 2 replies
    • 1.7k views
    • 
    • 12AX7
    • March 28, 2013

25. elementary vesting question

    By Lori H, June 18, 2008
    • 4 replies
    • 1.7k views
    • 
    • GMK
    • June 19, 2008

26. more than 1 year of service for 401k plan

    By Guest pensionlady, February 15, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 16, 2001

27. Vesting to Use for ACP test failure

    By Guest Steve C., July 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • July 20, 2001

28. Contributions for Director in Unrelated Companies.

    By Guest, April 6, 2000
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • May 8, 2000

29. 3% Safe Harbors to HCEs too?

    By Guest Effie Clark, November 18, 1999
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 19, 1999

30. Prohibited Transaction?

    By Guest CRC02, May 31, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 31, 2002

31. RMD for "of counsel" attorney

    By nancy, April 9
    • 7 replies
    • 1.7k views
    • 
    • david rigby
    • April 14

32. Same Desk Rule and eligibility

    By Guest Kimberly Hlavacek, May 23, 2001
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • May 23, 2001

33. 414(s) Testing

    By justatester, November 24, 2014
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • December 3, 2014

34. 401k - 3% Safe Harbor Contribution made by employer but he made me pay him back

    By Guest tiredbutnotretired, September 9, 2013
    • 5 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • September 9, 2013

35. Partnership 401(k)'s

    By austin3515, November 13, 2002
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 14, 2002

36. CPA Audit

    By Guest Kevin1, June 18, 2010
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • April 9, 2011

37. Loan Program

    By austin3515, January 16, 2003
    • 3 replies
    • 1.7k views
    • 
    • Alf
    • January 21, 2003

38. Employer Stock in 401(k) Plan

    By bzorc, June 12, 2022
    • 9 replies
    • 1.7k views
    • 
    • Linda Wilkins
    • June 30, 2022

39. Hardship request

    By Guest Achilles, January 4, 2005
    • 5 replies
    • 1.7k views
    • 
    • WDIK
    • January 5, 2005

40. Stock Options and Ownership Attribution

    By Guest Midas, April 26, 2005
    • 3 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • April 27, 2005

41. Must an employer using a non-standardized prototype document file for

    By Guest Mark Manning, March 31, 1999
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • March 31, 1999

42. PEO / Distribution

    By Guest kgsingletary, August 25, 2003
    • 3 replies
    • 1.7k views
    • 
    • Alf
    • August 25, 2003

43. Rollover of foreign pension money

    By cpc0506, August 1, 2013
    • 2 replies
    • 1.7k views
    • 
    • PensionPro
    • August 1, 2013

44. vesting

    By Guest le190, September 16, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 16, 1999

45. employer makes incorrect deferral amount to employee

    By kmciver, July 21, 2004
    • 2 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • July 21, 2004

46. Dividend Reinvestment Program (Drip) in qualified plan

    By Hoard1, June 4, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 4, 1999

47. Integrated Top Heavy Plans with Match

    By Guest At Peace, July 27, 2004
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 28, 2004

48. How do you deal with affiliated employers?

    By SteveH, August 31, 2006
    • 5 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 1, 2006

49. A higher-paid employee’s catch-up must be Roth deferrals—how to implement?

    By Peter Gulia, July 21
    • 14 replies
    • 1.7k views
    • 
    • Peter Gulia
    • July 23

50. Payroll company stopped HCE deferrals at comp limit

    By Guest dstran, November 17, 2009
    • 5 replies
    • 1.7k views
    • 
    • MWeddell
    • November 18, 2009