401(k) Plans

19,337 topics in this forum

1. Annual match true-up

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

2. Setting up a new plan for 2021 - missed the SH deadline, correct?

   By Jakyasar, October 8, 2021
   • 13 replies
   • 1.6k views
   • 
   • Lou S.
   • August 5, 2022

3. Can 73 year old make elective deferrals?

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

4. Qualified CODA...

   By Guest EPS2, November 5, 2008
   • 7 replies
   • 1.6k views
   • 
   • Guest
   • November 6, 2008

5. Is there any 401k rollover service?

   By Shuo, January 21, 2021
   • 12 replies
   • 1.6k views
   • 
   • ESOP Guy
   • January 21, 2021

6. Profit sharing plan vesting for departed employee?

   By Marsh, April 18, 2019
   • 8 replies
   • 1.6k views
   • 
   • Luke Bailey
   • April 22, 2019

7. Failure to obtain proper Distrib. Elections and Consents

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

8. Employer Contributions - Timing of Deposit

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

9. Secure File Transfer

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

10. Recoupment of overpayments

    By austin3515, August 16, 2024
    • 7 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • August 20, 2024

11. 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

12. Top Heavy Plan Minimum Contributions

    By Ananda, October 25, 2021
    • 5 replies
    • 1.6k views
    • 
    • Ananda
    • October 25, 2021

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

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

14. Discretionary match contribution disclosure

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

15. the dreaded tiny one-day delinquent contribution

    By TPApril, July 15, 2021
    • 15 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • July 23, 2021

16. How to treat the last Payroll paid the following plan yearlan year treatment

    By AdKu, September 25, 2017
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • September 26, 2017

17. "mistaken contribution" (sort of"

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

18. Help! Fortune 500 firm stalling distribution to designated beneficiary

    By Guest AnnaS., March 13, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 2001

19. If a Plan has no HCE's can the matching formula be different by pay gr

    By Hoard1, November 4, 1999
    • 5 replies
    • 1.6k views
    • 
    • Hoard1
    • November 5, 1999

20. ACP Split Testing Method

    By Guest dsw713, June 2, 2009
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 4, 2009

21. Late Deposits - DOL Safe Harbor

    By PensionPro, September 29, 2014
    • 5 replies
    • 1.6k views
    • 
    • 401K_AZ
    • October 3, 2014

22. Retirement age in a 401(k) Plan

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

23. Trustee EIN

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

24. HCE limits

    By ratherbereading, February 19, 2020
    • 19 replies
    • 1.6k views
    • 
    • shERPA
    • March 13, 2020

25. Mid Year Owner exclusion from Safe Harbor Match

    By Gilmore, March 28, 2019
    • 4 replies
    • 1.6k views
    • 
    • Lou S.
    • April 3, 2019

26. ADP Test

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

27. SEP existing with 401(k)

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

28. New Comp Plans

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

29. Excess Annual Additions

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

30. Rollover Question

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

31. Rollover of Simple IRA into 401k?

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

32. Beneficiary

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

33. Multi-Employer Plan Spin Off

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

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

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

35. Financial Advisor requirement

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

36. 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

37. Aftertax - Loans

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

38. Safe Harbor Notice

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

39. Form 5330

    By Guest MEGary, February 26, 2002
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • February 27, 2002

40. Can an employer change discretionary match?

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

41. How much can be taken out as a hardship distribution, after a particip

    By Richard Anderson, July 4, 2000
    • 5 replies
    • 1.6k views
    • 
    • MWeddell
    • July 10, 2000

42. Deduction issue?

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

43. Employee rehired after plan started

    By 401king, July 31, 2013
    • 6 replies
    • 1.6k views
    • 
    • 12AX7
    • August 1, 2013

44. Dual Elig Match Calculation

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

45. Plan termination and IRS 5310 filing

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

46. 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

47. 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

48. Company Stock inside a 401(k)

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

49. 1998/1999 Deferred Compensation Limit

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

50. 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