401(k) Plans

19,275 topics in this forum

1. Clearly I am An Idiot

   By austin3515, March 3, 2014
   • 9 replies
   • 1.6k views
   • 
   • masteff
   • March 5, 2014

2. New Comp Plans

   By Guest LBH, June 11, 1999
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • June 11, 1999

3. "mistaken contribution" (sort of"

   By benpat3, April 26, 2007
   • 1 reply
   • 1.6k views
   • 
   • masteff
   • May 1, 2007

4. Does stock held in a trust count toward HCE status for ADP testing pur

   By Guest MAWalsh, March 15, 2002
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • March 15, 2002

5. safe harbor cross tested plan - do terminees get a non elective contribution

   By k man, February 24, 2004
   • 8 replies
   • 1.6k views
   • 
   • WDIK
   • February 24, 2004

6. Taxes on interest of 401k loan

   By Guest mcdanieldon, February 25, 2004
   • 3 replies
   • 1.6k views
   • 
   • E as in ERISA
   • February 26, 2004

7. Eligible Compensation

   By Nassau, September 7, 2012
   • 3 replies
   • 1.6k views
   • 
   • ETA Consulting LLC
   • September 7, 2012

8. Top heavy minimum contribution

   By eilano, November 22, 2000
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • November 27, 2000

9. Can a nonstandardized prototype plan be filed for approval without the

   By Guest, September 7, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • September 22, 2000

10. Aftertax - Loans

    By Guest Michelle, January 13, 1999
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • January 13, 1999

11. Safe Harbor for HCE's

    By ombskid, June 27, 2007
    • 4 replies
    • 1.6k views
    • 
    • Kimberly S
    • July 2, 2007

12. Rollover Question

    By Scott, September 7, 2001
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • September 7, 2001

13. Trustee EIN

    By Guest trojaninvestor, May 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • May 3, 2001

14. Severence Pay

    By Guest Taxman, July 10, 2003
    • 3 replies
    • 1.6k views
    • 
    • Harwood
    • July 11, 2003

15. Overpayment of match to HCE

    By Guest terid, October 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • October 25, 2002

16. limit on 401(k) con after hardship withdrawal?

    By Guest FREE401k, February 15, 2001
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • February 16, 2001

17. Matching formula based on Years of Service

    By cpc0506, February 13, 2017   

    • allocation conditions
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 14, 2017

18. 5/1-4/30 plan year with 7/1 & 1/1 entry dates

    By R. Butler, April 29, 2003
    • 10 replies
    • 1.6k views
    • 
    • Tom Poje
    • May 1, 2003

19. Ineligible PS received & distributed

    By Dazednconfused, March 2, 2010
    • 2 replies
    • 1.6k views
    • 
    • Dazednconfused
    • March 3, 2010

20. Can 73 year old make elective deferrals?

    By david rigby, December 17, 1999
    • 5 replies
    • 1.6k views
    • 
    • Dowist
    • December 28, 1999

21. Discretionary match contribution disclosure

    By DTH, December 30, 2002
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • December 30, 2002

22. Safe Harbor Notice

    By Guest Rob, December 17, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 17, 1998

23. Oops the plan sponsor forgot to 1099 the hardship withdrawal

    By Guest SJPrince, June 29, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 30, 2001

24. 401K Loans in two different plans for the same employer

    By sfabello, March 7, 2019
    • 4 replies
    • 1.6k views
    • 
    • CuseFan
    • March 8, 2019

25. Discretionary Match Contribution/Formula

    By Guest AdminFL, July 26, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 26, 2002

26. Multi-Employer Plan Spin Off

    By Guest UKH, March 20, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 20, 2001

27. Bankruptcy in 401k Plans

    By Guest JEP, July 13, 2001
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • July 13, 2001

28. EGTRRA impact on compensation limit

    By Guest Ralph, October 3, 2001
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • October 4, 2001

29. Shareholder liability 401k (employer match)

    By Guest koo, October 5, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 5, 2009

30. Eligibility

    By Guest andmik, January 8, 2013
    • 7 replies
    • 1.6k views
    • 
    • rcline46
    • January 11, 2013

31. Safe Harbor 401k - Spouse Earning the 402(g) Limit

    By Guest Robin S. Vatalaro, March 30, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 31, 2004

32. Death of Partner

    By Mr Bagwell, January 21, 2020
    • 13 replies
    • 1.6k views
    • 
    • Larry Starr
    • January 23, 2020

33. Amending a 401(k) plan to a SEP???

    By Guest VAP, December 18, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 21, 2000

34. family attribution

    By pmacduff, April 22, 2014
    • 7 replies
    • 1.6k views
    • 
    • BG5150
    • April 24, 2014

35. Failure to obtain proper Distrib. Elections and Consents

    By Earl, December 21, 2000
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • December 24, 2000

36. Waiving Eligiblity

    By austin3515, March 16, 2010
    • 5 replies
    • 1.6k views
    • 
    • austin3515
    • March 17, 2010

37. VCR v. APRSC

    By Guest BTCISP1969, October 4, 2000
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • October 5, 2000

38. Using forfeitures as QNECs

    By Kirk Maldonado, June 19, 2003
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • June 20, 2003

39. Question on new 401K Limits

    By Guest chezelle, May 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • stephen
    • May 30, 2001

40. Solo 401(k) question

    By cbendertpa23, January 15, 2016   

    • solo
    • individual
    • (and 3 more)

      Tagged with:

      • solo
      • individual
      • 401k
      • children
      • owner
    • 7 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 21, 2016

41. Dual Elig Match Calculation

    By Guest LoloV, August 6, 2003
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • August 22, 2003

42. 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

43. 401(k) Catch-Up Fiscal Year Plan

    By Guest geschaft, December 8, 2006
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • December 10, 2006

44. Indian Tribes

    By Guest HFOSTER, April 28, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 28, 2003

45. Compensation issue

    By Guest jetfaninmn, March 3, 2006
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 6, 2006

46. Different Matching Contribution For Different Employees Question

    By metsfan026, April 5
    • 6 replies
    • 1.6k views
    • 
    • metsfan026
    • April 11

47. 401(k) Plan Automatic Enrollment Error

    By Guest Gloria Goldberg, April 15, 2008
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 15, 2008

48. In-Plan Roth Conversions, Loans

    By Guest PhDay, December 8, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 9, 2010

49. 1099R and Code P

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

50. plan administrator suspicious

    By k man, May 11, 2006
    • 4 replies
    • 1.6k views
    • 
    • wsp
    • May 11, 2006