401(k) Plans

19,275 topics in this forum

1. Top Heavy Contribution Timing

   By kocak, March 5, 2002
   • 14 replies
   • 4.1k views
   • 
   • mbozek
   • March 18, 2002

2. profil sharing election - deferral limits

   By Guest benefitstudent, August 30, 2012
   • 14 replies
   • 1.9k views
   • 
   • Guest
   • September 6, 2012

3. Hardship for an Alternate Payee - QDRO

   By ratherbereading, September 6, 2017   

   • qdro
   • alternate payee
   • (and 1 more)

     Tagged with:

     • qdro
     • alternate payee
     • hardship
   • 14 replies
   • 3.1k views
   • 
   • My 2 cents
   • September 8, 2017

4. Cash or Accrued?

   By imchipbrown, May 18, 2020
   • 14 replies
   • 3.3k views
   • 
   • ERISAtwin74
   • May 27, 2020

5. Blackout period and late deferrals

   By Pammie57, February 25, 2020
   • 14 replies
   • 4.4k views
   • 
   • Scott50
   • March 5, 2020

6. SE first half ... now incorporated... contribute $54K?

   By K-t-F, June 1, 2004
   • 14 replies
   • 2.1k views
   • 
   • Earl
   • June 4, 2004

7. ROBS Exit Strategy

   By Seattle260, November 7, 2019
   • 14 replies
   • 5.4k views
   • 
   • LeadingRetirementSolutions
   • July 21, 2020

8. Why not allow everyone in for elective deferrals?

   By Peter Gulia, February 22, 2021   

   • long-term part-time employee
   • 14 replies
   • 1.9k views
   • 
   • Planit 401k
   • February 26, 2021

9. Say Goodbye to ERPA (eventually, I guess)

   By austin3515, November 9, 2015
   • 14 replies
   • 2.3k views
   • 
   • austin3515
   • December 2, 2015

10. Form 5558's

    By Pammie57, July 29, 2019
    • 14 replies
    • 2.6k views
    • 
    • Nicola
    • October 13, 2019

11. closed mutual funds

    By k man, June 2, 2004
    • 14 replies
    • 2.2k views
    • 
    • Guest
    • June 16, 2004

12. Student loan repayment

    By Belgarath, September 17, 2020
    • 14 replies
    • 1.8k views
    • 
    • AKconsult
    • October 1, 2020

13. Related or unrelated rollover

    By cpc0506, May 7, 2013
    • 14 replies
    • 5.3k views
    • 
    • Bill Presson
    • May 14, 2013

14. When does top-heavy minimum contribution have to be deposited?

    By KateSmithPA, August 3, 2001
    • 14 replies
    • 7.4k views
    • 
    • John A
    • October 11, 2001

15. Otherwise Excludible and TH

    By Earl, July 11, 2018
    • 14 replies
    • 1.1k views
    • 
    • shERPA
    • July 13, 2018

16. Big, Awesome Recordkeeper With a Bad Policy

    By austin3515, September 22, 2015
    • 14 replies
    • 1.6k views
    • 
    • K2retire
    • September 25, 2015

17. New Company, New Plan, Special Participation Date

    By Zoey, September 5, 2018
    • 14 replies
    • 1.6k views
    • 
    • Zoey
    • September 12, 2018

18. EGTRRA - Catchup contributions -- ADP / ACP

    By Guest Factster, August 3, 2001
    • 14 replies
    • 3.8k views
    • 
    • Guest
    • March 15, 2002

19. Change of 401k providers, changed repayment (principal reduction) rule?

    By enzamatic, August 25, 2016   

    • 401k loan principle reduction
    • 14 replies
    • 4.6k views
    • 
    • enzamatic
    • August 30, 2016

20. What happens if not covered by ERISA bond?

    By BG5150, January 16, 2009
    • 14 replies
    • 21.4k views
    • 
    • Lori H
    • January 27, 2009

21. When is automatic enrollment not automatic enrollment?

    By CTipper, September 16, 2007
    • 14 replies
    • 2.6k views
    • 
    • MSN
    • October 3, 2007

22. Match and Top Heavy Minimum

    By austin3515, September 20, 2010
    • 14 replies
    • 2.4k views
    • 
    • austin3515
    • September 21, 2010

23. Compensation and Limits for Initial Short-Plan Year

    By Danny CPA, December 18, 2018
    • 14 replies
    • 4.2k views
    • 
    • ACK
    • December 21, 2018

24. Prototype Plan - Catchup Contributions allowed but no Roth

    By R.G., August 24, 2023
    • 14 replies
    • 1.2k views
    • 
    • Belgarath
    • August 28, 2023

25. Reallocated forfeitures

    By rlb64, December 21, 2004
    • 14 replies
    • 2.6k views
    • 
    • rlb64
    • December 22, 2004

26. DOL VFCP Marketing Letter

    By austin3515, January 25, 2023
    • 14 replies
    • 2k views
    • 
    • RatherBeGolfing
    • August 2, 2023

27. Including Owner taking Draw (no W-2) in ADP Testing?

    By lcollins300, February 12, 2018   

    • adp
    • 14 replies
    • 3k views
    • 
    • Luke Bailey
    • February 14, 2018

28. Correcting Safe Harbor Plan

    By Madison71, February 12, 2018
    • 14 replies
    • 2.3k views
    • 
    • Luke Bailey
    • February 14, 2018

29. After-tax contributions - how to contribute?

    By Guest paytaxesforusa, December 17, 2014
    • 14 replies
    • 4.9k views
    • 
    • Belgarath
    • April 28, 2015

30. Who set up a plan with for a small company

    By Guest And another thing ..., May 1, 2002
    • 14 replies
    • 2.6k views
    • 
    • Guest
    • June 19, 2002

31. Fees to plan

    By Guest jimmybeau, December 1, 2008
    • 14 replies
    • 2.5k views
    • 
    • J Simmons
    • December 2, 2008

32. Severance paid day before last day

    By austin3515, May 4, 2011
    • 14 replies
    • 3.9k views
    • 
    • PensionPro
    • May 4, 2011

33. Younger RMD Age?

    By kmhaab, October 25, 2023
    • 14 replies
    • 1.7k views
    • 
    • Peter Gulia
    • October 27, 2023

34. 1 year of Service

    By wifrbr, April 4, 2018
    • 14 replies
    • 3.7k views
    • 
    • Doc Ument
    • April 10, 2018

35. Hardship - Prevent Foreclosure

    By austin3515, May 30, 2017
    • 14 replies
    • 2.3k views
    • 
    • pmacduff
    • June 1, 2017

36. Lifetime Income Disclosure - owner only plans

    By Tom, July 19, 2022
    • 14 replies
    • 1.7k views
    • 
    • chc93
    • August 11, 2022

37. Multiple Employer Plan to avoid 100+ audit

    By Craig Schiller, January 3, 2014
    • 14 replies
    • 5.3k views
    • 
    • KJohnson
    • January 8, 2014

38. Can ADP QNEC correction exceed 402(g)?

    By Dalai Pookah, October 27, 2023
    • 14 replies
    • 1.6k views
    • 
    • Bri
    • October 30, 2023

39. Who gets the "catch=up" contribution?

    By Guest RBlaine, December 9, 2002
    • 14 replies
    • 2k views
    • 
    • MWeddell
    • December 11, 2002

40. Safe Harbor Plan with Different Definition of Compensation

    By NYHeel, July 29, 2020
    • 14 replies
    • 5.2k views
    • 
    • Bill Presson
    • August 5, 2020

41. May a Plan be amended to require 401(k) contributions as a condition o

    By Hoard1, December 1, 1999
    • 14 replies
    • 2.6k views
    • 
    • IRC401
    • January 20, 2000

42. RMD? age 75, non-owner, terminates 2006, r/o 2006

    By himt4, February 5, 2007
    • 14 replies
    • 3k views
    • 
    • jevd
    • February 5, 2007

43. Wants to change Solo 401(k) plan as Corp is hiring first common law employee.

    By kpension, March 2, 2022
    • 14 replies
    • 1.3k views
    • 
    • ERISA1
    • March 8, 2022

44. 415 limits

    By ajustice, September 29, 2020
    • 14 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 30, 2020

45. Control Group Determination

    By pixmax, October 20, 2010
    • 14 replies
    • 2.5k views
    • 
    • austin3515
    • October 21, 2010

46. failure to stop withholding

    By WCC, September 18, 2017
    • 14 replies
    • 2.5k views
    • 
    • TPAJake
    • September 22, 2017

47. Annual additions limit in 2002 under EGTRA

    By AndyH, June 5, 2001
    • 14 replies
    • 3.1k views
    • 
    • Earl
    • June 30, 2001

48. Participant count and participant definition for 401(k) plan

    By Guest steve47170, March 27, 2012
    • 14 replies
    • 17.6k views
    • 
    • GMK
    • March 27, 2012

49. Form 5330

    By 12AX7, October 23, 2012
    • 14 replies
    • 2.6k views
    • 
    • 12AX7
    • October 25, 2012

50. Splitting Plans to avoid audit

    By cpc0506, December 28, 2018
    • 14 replies
    • 3.2k views
    • 
    • Kevin C
    • January 4, 2019