401(k) Plans

19,321 topics in this forum

1. Incorrect ADP refund

   By Guest niceguymike1, July 22, 2013
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • July 22, 2013

2. PEO spin off plan - PEO and new plan Safe Harbor

   By cpc0506, March 22, 2019
   • 1 reply
   • 1.6k views
   • 
   • Kevin C
   • March 22, 2019

3. Different treatment of highly and nonhighly compensated employees

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

4. Severence Pay

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

5. Compnay Stock in 401(k) plans

   By Guest elem, March 10, 2005
   • 4 replies
   • 1.6k views
   • 
   • stephen
   • March 11, 2005

6. Auto-Revocation Clause in Plan if Later Divorce Spouse Enforceable

   By Charles, June 6, 2019
   • 4 replies
   • 1.6k views
   • 
   • Charles
   • October 9, 2019

7. Sample QDRO

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

8. FMLA and Last Day Requirement

   By metsfan026, May 29, 2025
   • 2 replies
   • 1.6k views
   • 
   • Peter Gulia
   • May 29, 2025

9. Form 1099-R

   By Guest Phineas, December 15, 2009
   • 2 replies
   • 1.6k views
   • 
   • GMK
   • December 15, 2009

10. 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

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

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

12. 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

13. loan for moving expenses

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

14. Participant Loan

    By Guest Don J. Smith, March 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 17, 2000

15. Terminating K plan--lump sum distribution

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

16. ADP / ACP Testing

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

17. Safe Harbor Plan and Controlled Group

    By Guest cxs, September 13, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 22, 2005

18. When can I set up a new 401(k) to avoid top heavy

    By kmciver, September 14, 2005
    • 2 replies
    • 1.6k views
    • 
    • Alf
    • September 15, 2005

19. Match Requirements

    By Guest JBarn, August 31, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 13, 1999

20. Can a participant purchase stock in his directed account of a company

    By Guest, March 27, 2001
    • 4 replies
    • 1.6k views
    • 
    • RCK
    • April 3, 2001

21. Death of Partner

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

22. Safe Harbor with Company Stock

    By 401_4_ever, January 16, 2007
    • 4 replies
    • 1.6k views
    • 
    • 401_4_ever
    • January 19, 2007

23. 1099-R 59 1/2 Distribution Code

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

24. Employer Contributions - Timing of Deposit

    By Guest Stacey Potts, March 1, 2011
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • March 2, 2011

25. 401K rollover question - non-taxable amounts

    By Jason1975, February 12, 2020
    • 5 replies
    • 1.6k views
    • 
    • Jason1975
    • February 13, 2020

26. Outside Assets (Golf Equity Membership)

    By PainPA, November 8, 2011
    • 4 replies
    • 1.6k views
    • 
    • ESOP Guy
    • November 8, 2011

27. charitable trust as beneficiary of participant

    By Guest cascigm, August 25, 1999
    • 2 replies
    • 1.6k views
    • 
    • Wessex
    • August 26, 1999

28. timing of switching testing methods

    By Tom Poje, November 22, 2005
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • November 23, 2005

29. 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

30. Disability Benefits - 401(k) Deferrals

    By MGOAdmin, August 5, 2013   

    • Disability
    • Deferral
    • 2 replies
    • 1.6k views
    • 
    • BG5150
    • August 5, 2013

31. Includible Comp

    By austin3515, March 26, 2008
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • March 31, 2008

32. 401(k)

    By Guest jfgc, January 3, 2000
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • January 12, 2000

33. Qualified Plan Assets in a QDOT

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

34. HCE violates 415 -

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

35. 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

36. Employee Refusing Employer Dollars

    By MjInvestments, May 1, 2017
    • 10 replies
    • 1.6k views
    • 
    • BG5150
    • May 2, 2017

37. 401(K) Corrective Contribution and General Testing

    By Guest geschaft, January 23, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 23, 2007

38. Annual match true-up

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

39. RMD taken, but not reported

    By Zoey, April 13, 2021
    • 13 replies
    • 1.6k views
    • 
    • Zoey
    • May 19, 2021

40. Ineligible participant contributions

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

41. 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

42. 402g Refund and 1099R's

    By wifrbr, December 27, 2018
    • 4 replies
    • 1.6k views
    • 
    • Mr Bagwell
    • December 28, 2018

43. "earliest retirement date" in QDRO

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

44. ADP test and compensation pro rated?

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

45. Required Restatement for Terminated 401(k) Plan

    By lcollins300, May 5, 2021
    • 5 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • May 10, 2021

46. family attribution

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

47. Top Heavy Issue

    By Guest wjr, November 17, 2004
    • 3 replies
    • 1.6k views
    • 
    • BG5150
    • November 23, 2021

48. Replacement Plan

    By Gary, March 7, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 8, 2008

49. Includible Compensation

    By emmetttrudy, December 1, 2010
    • 4 replies
    • 1.6k views
    • 
    • Jim Chad
    • December 2, 2010

50. Safe Harbor Match by Payroll - failing compensation ratio test

    By ekg24, May 22, 2024
    • 7 replies
    • 1.6k views
    • 
    • David Schultz
    • May 24, 2024