401(k) Plans

19,337 topics in this forum

1. Re-contributing 401k distribution within 60-days

   By MGOAdmin, December 15, 2015   

   • 60 days
   • 4 replies
   • 1.2k views
   • 
   • 401king
   • December 16, 2015

2. IRS Pension Plan Burden Survey

   By austin3515, May 7, 2019
   • 4 replies
   • 682 views
   • 
   • loserson
   • May 8, 2019

3. TIN Application and Form 945 filing Notice URGENT REQUEST TO THIS GROUP

   By LMK TPA, March 19, 2024
   • 4 replies
   • 772 views
   • 
   • LMK TPA
   • March 19, 2024

4. Schedule Q

   By Scott, September 5, 2001
   • 4 replies
   • 1.7k views
   • 
   • k man
   • November 19, 2003

5. Transfers from 401(k) to HSA?

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

6. Late Deposit - Lost Earnings

   By MGOAdmin, September 29, 2014   

   • Late deposit
   • lost earnings
   • 4 replies
   • 1.2k views
   • 
   • K2retire
   • October 1, 2014

7. Is corrective QNEC counted in 402(g) limit?

   By Loves401(k), March 7, 2018
   • 4 replies
   • 4.8k views
   • 
   • CJ Allen
   • March 12, 2018

8. Timing of plan termination when employer no longer exists

   By ldr, December 16, 2020   

   • plan termination
   • 4 replies
   • 1.4k views
   • 
   • david rigby
   • December 17, 2020

9. Excess Deferral

   By thepensionmaven, October 26, 2022
   • 4 replies
   • 803 views
   • 
   • thepensionmaven
   • October 27, 2022

10. Need help finding 401k Product for small plans

    By Guest Fuzzy, January 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 8, 2003

11. Top Heavy Question

    By wsp, April 26, 2006
    • 4 replies
    • 2.5k views
    • 
    • wsp
    • April 27, 2006

12. Does time after termination (but receiving pay) count towards service hours

    By Guest Iwonder, April 4, 2007
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • April 4, 2007

13. HCE Limit

    By justatester, March 18, 2009
    • 4 replies
    • 1.3k views
    • 
    • justatester
    • March 19, 2009

14. Dependent Care Assistance - Contributions included for plan comp purposes?

    By 401king, August 16, 2012
    • 4 replies
    • 1.1k views
    • 
    • 401king
    • August 17, 2012

15. Missed Deferrals

    By coleboy, January 17, 2018
    • 4 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • January 18, 2018

16. Amending a Safe Harbor Plan to change In Plan Roth Rollover Provisions

    By HarleyBabe, May 7, 2019
    • 4 replies
    • 907 views
    • 
    • HarleyBabe
    • May 14, 2019

17. Can Mistake of Fact be applied to this deferral issue

    By Zimkap, February 22, 2023
    • 4 replies
    • 978 views
    • 
    • Bri
    • February 28, 2023

18. Profit Sharing receivable in determining top heavy status.

    By R. Butler, March 15, 2001
    • 4 replies
    • 2.4k views
    • 
    • R. Butler
    • March 16, 2001

19. Exceeding Plan Deferral Limit

    By Guest philc, January 30, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 4, 2004

20. Mandatory Withholding

    By Guest MCarey1, April 27, 2004
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • April 27, 2004

21. Off Calendar ADP Failure / 402g limit for rest of yea

    By Guest JPitcl, October 29, 2007
    • 4 replies
    • 2.6k views
    • 
    • dmwe
    • November 21, 2007

22. Rule of parity for re-hired participant

    By khr, July 28, 2016   

    • rule of parity
    • 4 replies
    • 1.9k views
    • 
    • Belgarath
    • July 28, 2016

23. Counting Hours - payroll vs w-2/ vacation payoff

    By TPApril, June 9, 2022
    • 4 replies
    • 1.3k views
    • 
    • Dare Johnson
    • June 10, 2022

24. Are 401k deferrals through 125 plan subject to FICA?

    By Guest Pete Swisher, October 3, 2000
    • 4 replies
    • 4.8k views
    • 
    • Dave Baker
    • October 18, 2000

25. RMD amendment

    By k man, November 8, 2001
    • 4 replies
    • 2k views
    • 
    • Belgarath
    • November 8, 2001

26. loans and plan documents

    By Guest MTransue, October 2, 2002
    • 4 replies
    • 1.7k views
    • 
    • actuarysmith
    • October 2, 2002

27. Safe Harbor Match

    By DP, September 29, 2003
    • 4 replies
    • 1.2k views
    • 
    • DP
    • September 29, 2003

28. Fiscal year 401K for LLC

    By Guest TOM HANCOCK, October 28, 2004
    • 4 replies
    • 1.5k views
    • 
    • R. Butler
    • October 28, 2004

29. Self Employed Safe Harbor 401(k) - NEC Allocation

    By Guest Robin S. Vatalaro, January 3, 2005
    • 4 replies
    • 2.3k views
    • 
    • austin3515
    • January 4, 2005

30. Young investor seeking advice

    By Guest younginvestor, March 29, 2005
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • March 30, 2005

31. Gap period interest on excess deferrals

    By Just Me, July 11, 2005
    • 4 replies
    • 1.6k views
    • 
    • MWeddell
    • July 29, 2005

32. Qualified Replacement Plan

    By DDB BN, November 19, 2021
    • 4 replies
    • 1.5k views
    • 
    • Lou S.
    • November 23, 2021

33. 401(k) Withdrawals

    By Guest Redchip, February 11, 1999
    • 4 replies
    • 2.1k views
    • 
    • QDROphile
    • February 12, 1999

34. Litigation

    By CuseFan, October 27, 2022
    • 4 replies
    • 605 views
    • 
    • Bob the Swimmer
    • October 28, 2022

35. IRA transfer from 401(k) Plan when participant can't be found

    By rblum50, September 21, 2023
    • 4 replies
    • 1.4k views
    • 
    • Lois Baker
    • September 22, 2023

36. 401k Participant Loan repayments greater than the loan schedule.

    By ScottCPFA, April 4, 2025
    • 4 replies
    • 2.1k views
    • 
    • ScottCPFA
    • April 14, 2025

37. Service Contract Act contributions

    By Guest dhall111, March 12, 2007
    • 4 replies
    • 10.9k views
    • 
    • Guest
    • March 14, 2007

38. Refinancings

    By austin3515, March 18, 2010
    • 4 replies
    • 1.2k views
    • 
    • Jim Chad
    • March 19, 2010

39. Timing of deposits

    By 52626, September 21, 2023
    • 4 replies
    • 2.2k views
    • 
    • Gilmore
    • September 25, 2023

40. Enchanced Safe Harbor Match

    By 52626, September 3, 2013
    • 4 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • September 3, 2013

41. Top Heavy

    By Guest PJR, February 4, 2003
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 8, 2003

42. Safe harbor

    By Guest jim williams, July 29, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 30, 2003

43. participant wants to rollover account to ira

    By Lori H, March 30, 2006
    • 4 replies
    • 1.4k views
    • 
    • R. Butler
    • March 31, 2006

44. Parital Plan Terminations

    By jkdoll2, February 24, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 25, 2009

45. Rebalance a Particpant Account 401K DBP

    By Guest SherylM, October 4, 2010
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • October 5, 2010

46. Death with no beneficiary form

    By cpc0506, December 1, 2010
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • December 1, 2010

47. Enhanced Safe Harbor MAtch

    By 52626, November 18, 2014
    • 4 replies
    • 1.7k views
    • 
    • Lou S.
    • November 18, 2014

48. Deadline for 401(k) hardship amendment

    By S Derrin Watson, October 22, 2019   

    • hardship
    • deadline
    • (and 1 more)

      Tagged with:

      • hardship
      • deadline
      • extension
    • 4 replies
    • 1k views
    • 
    • Bob the Swimmer
    • November 2, 2019

49. LTPT entry date

    By legort69, September 22, 2023
    • 4 replies
    • 1k views
    • 
    • LANDO
    • September 26, 2023

50. Summary Plan Description

    By Guest mkelly, October 2, 2002
    • 4 replies
    • 2.5k views
    • 
    • Brian Gallagher
    • October 4, 2002