401(k) Plans

19,321 topics in this forum

1. Secure File Transfer

   By austin3515, December 5, 2013
   • 10 replies
   • 1.6k views
   • 
   • austin3515
   • December 5, 2013

2. Bankruptcy in 401k Plans

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

3. Shareholder liability 401k (employer match)

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

4. Consequences of omitting employee from 401(k) plan participation

   By Guest Steve1, July 20, 2005
   • 3 replies
   • 1.6k views
   • 
   • Appleby
   • July 21, 2005

5. 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

6. New Governmental 401(k) (Yes, it's true . . . )

   By lkpittman, September 24, 2001
   • 3 replies
   • 1.6k views
   • 
   • davef
   • September 27, 2001

7. In-service withdrawal

   By Guest KimAnn, October 23, 2001
   • 1 reply
   • 1.6k views
   • 
   • MWeddell
   • October 23, 2001

8. Computation Period

   By thepensionmaven, February 17, 2020
   • 6 replies
   • 1.6k views
   • 
   • Kevin C
   • February 18, 2020

9. Overpayment of match to HCE

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

10. Employer Match as Roth - As Per Secure 2.0

    By metsfan026, December 12, 2023
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • January 9, 2024

11. Change in payroll period - affect on loans

    By cpc0506, June 5, 2012
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • June 6, 2012

12. Forfeitures as the ending balance for a form 5500

    By Jen Wallace, July 12, 2018
    • 3 replies
    • 1.6k views
    • 
    • CJ Allen
    • July 16, 2018

13. Plan termination and IRS 5310 filing

    By 30Rock, March 10, 2011
    • 3 replies
    • 1.6k views
    • 
    • 30Rock
    • March 11, 2011

14. which is corrected first - plan limit on deferrals or 402(g)?

    By Lynn Campbell, January 14, 2003
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 15, 2003

15. Financial Advisor requirement

    By wsp, June 15, 2006
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • June 20, 2006

16. Top heavy minimum contribution

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

17. Company Stock inside a 401(k)

    By Guest boetgerinc, October 8, 1999
    • 1 reply
    • 1.6k views
    • 
    • Kirk Maldonado
    • October 8, 1999

18. SHNE plus non-vested PS

    By ombskid, April 23, 2020
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 23, 2020

19. 401k

    By Guest dblduo, June 3, 2008
    • 4 replies
    • 1.6k views
    • 
    • jevd
    • June 4, 2008

20. Amendment to change definition of compensation

    By 12AX7, July 25, 2011
    • 2 replies
    • 1.6k views
    • 
    • 12AX7
    • July 25, 2011

21. Retirement age in a 401(k) Plan

    By Jim Chad, May 8, 2008
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • May 8, 2008

22. ADP failure for 2006

    By fiona1, September 30, 2008
    • 5 replies
    • 1.6k views
    • 
    • Leopurrd
    • September 30, 2008

23. 401(k) Plan Automatic Enrollment Error

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

24. Question on new 401K Limits

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

25. Parsonage Allowance under 401(k) plans?

    By Guest brstokes, October 30, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 30, 2001

26. Loans and Plan Termination

    By Guest cgeslak, April 18, 2007
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • April 19, 2007

27. 1099-R's

    By austin3515, January 28, 2006
    • 3 replies
    • 1.6k views
    • 
    • Lori Friedman
    • January 30, 2006

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

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

29. Can you deduct the losses on your return for losses incurred for distr

    By Guest J. BEARB, February 22, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 22, 2002

30. 414(h) pick up

    By Guest cxs, July 12, 2005
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • July 15, 2005

31. Rollover of Simple IRA into 401k?

    By Guest Amanda Davis, May 9, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 9, 2003

32. VCR v. APRSC

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

33. EGTRRA impact on compensation limit

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

34. Cash Awards

    By DTH, December 20, 2005
    • 0 replies
    • 1.6k views
    • 
    • DTH
    • December 20, 2005

35. Min Coverage rules for a company having both DB and DC plan.

    By Guest cascigm, April 17, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • April 18, 2001

36. ADP Test

    By Archimage, July 18, 2002
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • July 18, 2002

37. Top Heavy Contribution -Frozen Plan

    By Guest UKH, June 27, 2002
    • 2 replies
    • 1.6k views
    • 
    • Larry M
    • June 27, 2002

38. Dual Elig Match Calculation

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

39. operational checklists

    By PensionNewbee, May 27, 2005
    • 3 replies
    • 1.6k views
    • 
    • PensionNewbee
    • June 2, 2005

40. life insurance in a plan

    By PensionNewbee, March 26, 2004
    • 8 replies
    • 1.6k views
    • 
    • Lame Duck
    • March 30, 2004

41. Giveaways to encourage enrollment

    By austin3515, March 17, 2005
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • March 18, 2005

42. Discretionary Match Contribution/Formula

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

43. 401(k)Billing Software

    By Guest TAM, January 19, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • January 20, 1999

44. Conversion held hostage by a participant

    By JohnEPNFP, September 19, 2024
    • 8 replies
    • 1.6k views
    • 
    • applebreeeze
    • September 23, 2024

45. SHNE failed ACP Test

    By pixmax, January 30, 2009
    • 2 replies
    • 1.6k views
    • 
    • Jim Chad
    • January 31, 2009

46. How to report on 1099R Direct Rollover from Designated Roth Account of 401(k) Plan to Roth IRA

    By AdKu, April 26, 2018   

    • direct rollover - designated roth account from 401(k) plan to roth ira
    • 2 replies
    • 1.6k views
    • 
    • Kristina
    • April 26, 2018

47. 404a-5 notice

    By Chippy, August 20, 2012
    • 1 reply
    • 1.6k views
    • 
    • cpc0506
    • August 20, 2012

48. Maximum benefit at minimum salary

    By Guest Ed Walker, October 3, 2002
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • October 5, 2002

49. Is a partner's plan compensation for a 401(k) computed without regard to deferrals or is it net of deferrals?

    By Guest mjn, February 3, 2004
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 4, 2004

50. Deduction issue?

    By pixmax, May 20, 2015
    • 17 replies
    • 1.6k views
    • 
    • pixmax
    • June 4, 2015