401(k) Plans

19,334 topics in this forum

1. ETF's

   By Guest JCarroll, March 28, 2008
   • 2 replies
   • 1.6k views
   • 
   • masteff
   • March 28, 2008

2. Retroactive 2006 match amendment?

   By Guest FAQ, March 27, 2007
   • 2 replies
   • 1.6k views
   • 
   • namealreadyinuse
   • March 29, 2007

3. HCE Determination Non-Union to Union Transfer

   By jgb44, August 22, 2013   

   • Union Transfer HCE
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • August 23, 2013

4. Capping Discretionary Matching Contributions

   By Guest Shaps, February 5, 2008
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • February 6, 2008

5. Spouse as beneficiary

   By austin3515, June 19, 2014
   • 9 replies
   • 1.6k views
   • 
   • FormsRstillmylife
   • June 24, 2014

6. Uncooperative bundled provider

   By Guest mo again, September 15, 2000
   • 2 replies
   • 1.6k views
   • 
   • rcline46
   • September 17, 2000

7. Eligibility Issue

   By Guest padmin, October 2, 2006
   • 4 replies
   • 1.6k views
   • 
   • austin3515
   • October 2, 2006

8. Selective use of last day requirement

   By Guest Dave Peckham, October 28, 2006
   • 1 reply
   • 1.6k views
   • 
   • austin3515
   • October 28, 2006

9. restatement

   By Gary, September 8, 2010
   • 6 replies
   • 1.6k views
   • 
   • Guest
   • September 8, 2010

10. Loan requirements/in-service distribution

    By Guest Peggy806, July 8, 2009
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • July 10, 2009

11. Can a contributory MPPP and a 457 plan co-exist?

    By Guest, May 25, 2001
    • 3 replies
    • 1.6k views
    • 
    • Jon Chambers
    • May 29, 2001

12. Payroll Company Error May Cost Big $$$ - Any Alternatives?

    By Guest orangehorse, July 16, 2012
    • 4 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • July 17, 2012

13. State Withholding of 401(k) Deferrals

    By 401_4_ever, January 4, 2007
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • January 4, 2007

14. Closed MEP Safe Harbor spinning off assets after 10/1

    By gdlfa, September 25, 2019
    • 5 replies
    • 1.6k views
    • 
    • Larry Starr
    • September 27, 2019

15. Employer Employs No NHCEs

    By lkpittman, June 26, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • June 26, 2001

16. Hardships with Multiple plans

    By Guest Powers, June 20, 2008
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • June 20, 2008

17. Employee Notice for Safe Harbor 401(k)?

    By LCARUSI, November 10, 1998
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 1998

18. Payroll withholdig rules for 401(k)

    By Guest Mike Schwing, January 7, 2004
    • 1 reply
    • 1.6k views
    • 
    • Harwood
    • January 7, 2004

19. Wrong Information in Safe Harbor Notice

    By PMC, February 22, 2001
    • 0 replies
    • 1.6k views
    • 
    • PMC
    • February 22, 2001

20. After Tax Contributions

    By Guest tbt, November 26, 2002
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • December 1, 2002

21. IRA rollover to 401(k) Plan

    By Guest Mike Schwing, June 13, 2003
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • June 16, 2003

22. Convert Managed PSP to Daily

    By Guest jsample, October 21, 2002
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • October 22, 2002

23. Merging 401(k) Plan

    By 52626, July 25, 2013   

    • Trustees Liability
    • 4 replies
    • 1.6k views
    • 
    • MoJo
    • July 26, 2013

24. self employment earnings in a partnership and ADP testing

    By Chippy, February 5, 2015
    • 5 replies
    • 1.6k views
    • 
    • Chippy
    • February 6, 2015

25. Safe Harbor-Past Top Heavy

    By BTH, December 7, 2001
    • 4 replies
    • 1.6k views
    • 
    • KJohnson
    • September 11, 2002

26. Top Heavy plan with Safe Harbor Match and New Comparability Profit Sharing

    By AS TPA, April 3, 2019
    • 9 replies
    • 1.6k views
    • 
    • Tom Poje
    • April 4, 2019

27. Match Correction

    By Guest Mike Schwing, December 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • December 24, 2002

28. investing in rental property

    By randagulp, August 16, 2015   

    • self-directed
    • 401(k)
    • (and 2 more)

      Tagged with:

      • self-directed
      • 401(k)
      • rental property
      • investment
    • 3 replies
    • 1.6k views
    • 
    • My 2 cents
    • August 17, 2015

29. Salary Research

    By Guest CAadmin, April 19, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2006

30. Forfeitures

    By Guest Mbrockway, March 26, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 26, 2003

31. Interest on Late Deferrals

    By Below Ground, April 27, 2007
    • 3 replies
    • 1.6k views
    • 
    • Below Ground
    • April 30, 2007

32. What problems do you face if you use Matching Contributions to satisfy

    By Guest Kevin Plymyer, February 2, 2001
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • February 6, 2001

33. Loans

    By k man, October 18, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 19, 2001

34. Impact of EGTRRA

    By Guest johnk4, August 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2001

35. 401(k) Plans and Reemployed Participants

    By Guest Edward McElroy, November 23, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 24, 1999

36. Hardship Withdrawals and documentation

    By Guest jmetro, November 22, 2004
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 22, 2004

37. anti-cutback implications

    By Guest medinael, March 5, 2004
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • March 5, 2004

38. LLC and owner contributions

    By Guest jetfaninmn, February 22, 2007
    • 6 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2007

39. HCE's during initial year of Company and Plan

    By Guest Steve C., March 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • actuarysmith
    • March 2, 2001

40. Discretionary profit sharing contrib to 401(k) Plan

    By Guest PLHart, February 11, 2002
    • 2 replies
    • 1.6k views
    • 
    • Erik Read
    • February 12, 2002

41. When does distribution occur?

    By DLavigne, March 17, 2016
    • 4 replies
    • 1.6k views
    • 
    • Peter Gulia
    • March 21, 2016

42. "electing out" of a 401(k) plan

    By Guest mam, November 15, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 15, 1999

43. 401k Loan Payments Not Stopped

    By apcf, October 24, 2019
    • 7 replies
    • 1.6k views
    • 
    • apcf
    • October 25, 2019

44. Does a personal tax extension extend the 402(g) distribution date?

    By BG5150, July 11, 2019
    • 17 replies
    • 1.6k views
    • 
    • BG5150
    • July 15, 2019

45. Commission as 401(k) Deferrrals

    By Randy Watson, March 9, 2004
    • 0 replies
    • 1.6k views
    • 
    • Randy Watson
    • March 9, 2004

46. Simple 401(k) To A Simple 401(k) Or Other Qp

    By Guest AFRICA6796, October 29, 2001
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • October 29, 2001

47. Notice of optional form of benefit elimination

    By Guest hyper, March 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • Lynn Campbell
    • September 1, 2004

48. 401(k) deferrals missed on a recent check

    By JKW, April 5, 2017
    • 7 replies
    • 1.6k views
    • 
    • Belgarath
    • April 6, 2017

49. SAFEHARBOR ADOPTION SPONSOR MERGERS

    By Guest CFM, March 7, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2000

50. 1099R and Code P

    By Guest dave1957, February 24, 2007
    • 4 replies
    • 1.6k views
    • 
    • Disco Stu
    • February 26, 2007