401(k) Plans

19,275 topics in this forum

1. reimbursement for investment expense

   By justanotheradmin, July 10, 2019
   • 9 replies
   • 1.6k views
   • 
   • Bird
   • July 12, 2019

2. Multiple Employer 401(k) Plans

   By Guest msearle, November 8, 1999
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • December 7, 1999

3. Coverage and BRF Testing

   By justatester, July 14, 2009
   • 4 replies
   • 1.6k views
   • 
   • justatester
   • July 16, 2009

4. Terminating K plan--lump sum distribution

   By JWK, March 13, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • March 17, 2000

5. Statistics on Failure of ACP/ADP?

   By Guest susan w, August 16, 1999
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • September 8, 1999

6. how far past 12/31 can a sole prop make 401(k) contributions?

   By Guest dubya, April 14, 2004
   • 8 replies
   • 1.6k views
   • 
   • mbozek
   • April 16, 2004

7. Owner of a corporation wants to take back deferrals in current plan year

   By Guest terric, June 24, 2004
   • 4 replies
   • 1.6k views
   • 
   • david rigby
   • June 29, 2004

8. Self Employed Deduction of Contributions

   By austin3515, April 23, 2012
   • 6 replies
   • 1.6k views
   • 
   • mbozek
   • April 24, 2012

9. 401(k) for house hold employees

   By Guest A. Medjid, September 14, 2001
   • 3 replies
   • 1.6k views
   • 
   • Gary Lesser
   • November 21, 2001

10. Hardship Distributions

    By Guest bostonborn, January 3, 2008
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • January 7, 2008

11. Excess Annual Additions

    By nancy, June 1, 2000
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • June 2, 2000

12. Spouse as beneficiary

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

13. ADP / ACP Testing

    By Alex Daisy, January 18, 2008
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • January 20, 2008

14. Catch-up Contributions

    By Guest t936, August 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • MGB
    • August 3, 2001

15. Exclude employees based on Employment Classification

    By Alex Daisy, October 30, 2008
    • 3 replies
    • 1.6k views
    • 
    • BG5150
    • October 31, 2008

16. Last day of Plan year

    By 30Rock, April 16, 2024
    • 5 replies
    • 1.6k views
    • 
    • ESOP Guy
    • April 17, 2024

17. ADP test and compensation pro rated?

    By Guest Tara Curran, September 5, 2002
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • September 5, 2002

18. HCE violates 415 -

    By Guest CGBS, January 12, 2001
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • January 13, 2001

19. Can QNEC to cure ACP failure be funded from Forf account?

    By Guest Spock, March 7, 2014   

    • ACP QNEC and Forfeiture Accou
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2014

20. Is it better to liquidate a 401a or 401k?

    By Guest AgentM, August 4, 2008
    • 2 replies
    • 1.6k views
    • 
    • GBurns
    • August 4, 2008

21. loan for moving expenses

    By k man, May 7, 2009
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • May 8, 2009

22. Annual match true-up

    By buckaroo, January 16, 2008
    • 2 replies
    • 1.6k views
    • 
    • JanetM
    • January 17, 2008

23. Sample QDRO

    By austin3515, May 4, 2011
    • 2 replies
    • 1.6k views
    • 
    • ESOP Guy
    • May 4, 2011

24. Distribution to a Testamentary Trust not eligible for rollover

    By Guest GordonJ, October 11, 2000
    • 1 reply
    • 1.6k views
    • 
    • Mary Kay Foss
    • October 12, 2000

25. Solo 401(k) for Spouses with Individual Companies?

    By Susan S., May 24, 2018
    • 8 replies
    • 1.6k views
    • 
    • Luke Bailey
    • May 25, 2018

26. Withholding on Roth distrib under $200

    By dcoderre, August 26, 2007
    • 0 replies
    • 1.6k views
    • 
    • dcoderre
    • August 26, 2007

27. Non-deductible contributions in qualified plan

    By Guest sritts, November 25, 2003
    • 5 replies
    • 1.6k views
    • 
    • Alf
    • November 25, 2003

28. 1099-R 59 1/2 Distribution Code

    By PainPA, January 17, 2014
    • 2 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 17, 2014

29. How do you do ADP testing when 2 plans merged during the plan year??

    By Guest LJS, June 25, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 29, 1999

30. Post Severance Compensation

    By PFranckowiak, June 4, 2009
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 5, 2009

31. USERRA make-up contributions

    By ccassetty, November 8, 2001
    • 0 replies
    • 1.6k views
    • 
    • ccassetty
    • November 8, 2001

32. VFCP Notice to Interested Persons

    By ERISA11, August 9, 2016   

    • VFCP
    • Notice to Interested Persons
    • (and 5 more)

      Tagged with:

      • VFCP
      • Notice to Interested Persons
      • Interested Parties
      • Notice to Interested Parties
      • Interested Persons
      • Notice
      • VFCP Notice
    • 2 replies
    • 1.6k views
    • 
    • ERISA11
    • August 9, 2016

33. Ineligible participant contributions

    By Dazednconfused, July 22, 2010
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • August 3, 2010

34. SEP existing with 401(k)

    By Guest PLHart, January 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 13, 2000

35. 3% employer safe harbor contribution - late or not late?

    By Guest Michael Anderson, November 21, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 24, 2003

36. 402(g) Excess Gap Period Loss

    By Guest mac_qka, April 1, 2008
    • 2 replies
    • 1.6k views
    • 
    • Harwood
    • April 2, 2008

37. compensation and gateway

    By Chippy, June 20, 2014
    • 5 replies
    • 1.6k views
    • 
    • MWeddell
    • June 23, 2014

38. Different treatment of highly and nonhighly compensated employees

    By Guest RW, March 10, 2000
    • 1 reply
    • 1.6k views
    • 
    • Alan Simpson
    • March 10, 2000

39. Hardship Withdrawals

    By Guest west, January 28, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 28, 2003

40. Employee starts January 1; does he complete 6 months of service on Jun

    By Guest mhultz, December 15, 1999
    • 5 replies
    • 1.6k views
    • 
    • Alf
    • December 17, 1999

41. Schedule A Regs

    By Guest TORTORA, November 13, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 13, 1998

42. "earliest retirement date" in QDRO

    By Guest mmc, February 25, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 25, 2005

43. SH Match Plan failing 414(s)

    By BG5150, November 10, 2016
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • November 10, 2016

44. Qualified Plan Assets in a QDOT

    By Guest kstorch, November 27, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 27, 2001

45. 1998/1999 Deferred Compensation Limit

    By Guest Barney Byrd, December 30, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 30, 1998

46. Can an employer change discretionary match?

    By Guest Bob Miller, February 21, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2000

47. Match on Separate Bonus Deferral Election

    By J. Bringhurst, August 16, 2018
    • 5 replies
    • 1.6k views
    • 
    • Luke Bailey
    • August 16, 2018

48. Beneficiary

    By Guest Earl Anthony, September 7, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • September 7, 2001

49. Good 3% SH nonelec formula with disparity....

    By K-t-F, November 30, 2004
    • 3 replies
    • 1.6k views
    • 
    • K-t-F
    • December 1, 2004

50. 401(k) deferrals and SEP contributions in same year?

    By Guest C.R. Gravitt, March 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 28, 2001