401(k) Plans

19,317 topics in this forum

1. New plan audit question

   By Guest Hgreer, December 16, 2013   

   • Audit
   • 14 replies
   • 5.3k views
   • 
   • Bill Presson
   • September 19, 2017

2. Pros and cons of allowing multiple outstanding loans to a 401(k) parti

   By Guest DDDlump, November 27, 2000
   • 7 replies
   • 5.3k views
   • 
   • Jon Chambers
   • November 30, 2000

3. Hardship Distribution

   By CLE401kGuy, June 14, 2012
   • 19 replies
   • 5.3k views
   • 
   • ETA Consulting LLC
   • June 18, 2012

4. 1099-R Code for CARES Act withdrawal

   By Susan S., April 2, 2020
   • 16 replies
   • 5.3k views
   • 
   • Bird
   • January 25, 2021

5. 401k deferrals and Comp limit

   By alexa, August 23, 2008
   • 18 replies
   • 5.3k views
   • 
   • Guest
   • August 26, 2008

6. Treas Reg 1.72(p)1, Q&A-10

   By Brian Gallagher, April 4, 2003
   • 4 replies
   • 5.3k views
   • 
   • david rigby
   • April 5, 2003

7. Personal Brokerage Accounts in 401(k) Plans

   By Guest MPretlow, May 8, 2000
   • 25 replies
   • 5.3k views
   • 
   • Jon Chambers
   • June 5, 2000

8. Dividends on Employer Stock in 401(k) Plan

   By 401 Chaos, September 29, 2008
   • 4 replies
   • 5.3k views
   • 
   • QDROphile
   • September 29, 2008

9. Same Desk Rule

   By Guest Pat Metallic, February 27, 2008
   • 1 reply
   • 5.3k views
   • 
   • Belgarath
   • February 28, 2008

10. Loans and a Safe Harbor plan

    By 52626, October 17, 2013
    • 8 replies
    • 5.3k views
    • 
    • Bird
    • October 21, 2013

11. H2B Workers

    By Guest Thornton, September 27, 2006
    • 4 replies
    • 5.3k views
    • 
    • Guest
    • September 29, 2006

12. Does this rehired employee have to wait another year before becoming a

    By Guest Sara H, August 3, 1999
    • 7 replies
    • 5.3k views
    • 
    • Wessex
    • November 6, 1999

13. Gap Earnings

    By Guest jvandyke, January 14, 2009
    • 5 replies
    • 5.3k views
    • 
    • fiona1
    • January 14, 2009

14. Late deposit during blackout

    By austin3515, August 12, 2020
    • 23 replies
    • 5.3k views
    • 
    • Peter Gulia
    • August 18, 2020

15. CODA definition

    By Guest cfspr, May 10, 2002
    • 3 replies
    • 5.3k views
    • 
    • Guest
    • May 10, 2002

16. Failure of Plan to deduct loan repayments from employees pay

    By Guest tscher, August 5, 2004
    • 16 replies
    • 5.3k views
    • 
    • Guest
    • August 10, 2004

17. IRS Notice 88-56

    By Guest RetirementGeek, April 11, 2005
    • 4 replies
    • 5.3k views
    • 
    • jevd
    • April 12, 2005

18. The Same Desk Rule

    By Guest David Thomas, September 21, 1998
    • 3 replies
    • 5.3k views
    • 
    • Guest
    • September 24, 1998

19. Match based on check date vs pay period end date

    By khr, June 21, 2018   

    • match
    • pay period end date
    • (and 1 more)

      Tagged with:

      • match
      • pay period end date
      • check date
    • 6 replies
    • 5.3k views
    • 
    • Luke Bailey
    • June 22, 2018

20. late safe harbor notice

    By Tom Poje, November 21, 2008
    • 15 replies
    • 5.3k views
    • 
    • Kevin C
    • November 26, 2008

21. Appointment of Trustee

    By Susan S., June 29, 2016
    • 12 replies
    • 5.3k views
    • 
    • GMK
    • June 30, 2016

22. QNEC - Top Heavy

    By Guest JimD, June 22, 2004
    • 9 replies
    • 5.3k views
    • 
    • Guest
    • June 23, 2004

23. Rehire vesting after 14 years

    By Snicky, September 17, 2018
    • 7 replies
    • 5.3k views
    • 
    • ACK
    • September 21, 2018

24. Crediting Prior Service Under New 401(k) Plan

    By 401 Chaos, June 2, 2010
    • 5 replies
    • 5.3k views
    • 
    • thepensionmaven
    • May 18, 2015

25. Catch-up & top heavy

    By R. Butler, September 15, 2014
    • 17 replies
    • 5.3k views
    • 
    • legort69
    • November 30, 2017

26. Starting 401(k) mid year, with BOY effective date

    By Santo Gold, June 5, 2006
    • 12 replies
    • 5.3k views
    • 
    • WDIK
    • June 14, 2006

27. Switching to more restrictive vesting schedule

    By Robin Wilson, December 9, 2020
    • 13 replies
    • 5.3k views
    • 
    • MWeddell
    • December 11, 2020

28. Post severance comp & hours

    By Craig Schiller, July 12, 2013   

    • PS $ & HRS
    • 5 replies
    • 5.3k views
    • 
    • Craig Schiller
    • July 18, 2013

29. 401K Profit Sharing & Eligible Participant Regulations

    By Guest klsconsulting, June 1, 2007
    • 9 replies
    • 5.3k views
    • 
    • Mike Preston
    • June 4, 2007

30. 401(k) Loan Fees-Union Plan

    By KIP KRAUS, September 8, 1998
    • 4 replies
    • 5.3k views
    • 
    • LCARUSI
    • September 11, 1998

31. JNJ Stocks & 401K

    By Guest rpescev, September 30, 1998
    • 1 reply
    • 5.3k views
    • 
    • LCARUSI
    • September 30, 1998

32. Participant Notice for non-safe harbor 401(k) plan Termination

    By stephen, October 11, 2017   

    • plan termination
    • participant notice
    • 6 replies
    • 5.3k views
    • 
    • stephen
    • October 11, 2017

33. Correcting Wage Overpayment and Contributions made in error to 401(k)

    By Guest JWIRA, September 9, 2006
    • 4 replies
    • 5.3k views
    • 
    • Christine Oliver
    • March 25, 2019

34. Does a rollover count as a repayment for forfeiture restoration purpos

    By Guest Jane Francis, February 13, 2001
    • 23 replies
    • 5.3k views
    • 
    • AndyH
    • February 28, 2001

35. Quarterly entry and 1,000 hours

    By Guest JPIngold, December 1, 2011
    • 18 replies
    • 5.3k views
    • 
    • Guest
    • October 11, 2012

36. Break In Service Rules

    By Guest PBJ, April 12, 2008
    • 6 replies
    • 5.3k views
    • 
    • PLAN MAN
    • April 14, 2008

37. Garnishment of IRA and 401(k) Plans

    By Guest chickbull, October 24, 2008
    • 5 replies
    • 5.3k views
    • 
    • Guest
    • October 27, 2008

38. Standard Late Deposit of Salary Deferrals Question

    By rblum50, May 15, 2013
    • 7 replies
    • 5.3k views
    • 
    • MoShawn
    • May 16, 2013

39. Forfeitures returned to employer-Prohibited transaction or Mistake of Fact

    By Guest skos, August 21, 2008
    • 17 replies
    • 5.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 27, 2018

40. Participant Loan

    By austin3515, November 4, 2020
    • 43 replies
    • 5.2k views
    • 
    • MoJo
    • November 9, 2020

41. 5305-SEP IRA and solo401k

    By jjface, March 25, 2015
    • 13 replies
    • 5.2k views
    • 
    • Bird
    • March 27, 2015

42. Sch. A - Fair value or Contract Value

    By austin3515, August 15, 2007
    • 9 replies
    • 5.2k views
    • 
    • JanetM
    • August 17, 2007

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

    By enzamatic, August 25, 2016   

    • 401k loan principle reduction
    • 14 replies
    • 5.2k views
    • 
    • enzamatic
    • August 30, 2016

44. Understanding regs for payroll period method in SH plan

    By Guest Miller426, September 24, 2009
    • 17 replies
    • 5.2k views
    • 
    • Bird
    • October 1, 2009

45. Safe Harbor Plan with After Tax

    By justatester, February 2, 2012
    • 11 replies
    • 5.2k views
    • 
    • Kevin C
    • February 3, 2012

46. Rollover into a 401(k) plan

    By stephen, September 4, 1998
    • 2 replies
    • 5.2k views
    • 
    • stephen
    • September 5, 1998

47. After-tax contributions - how to contribute?

    By Guest paytaxesforusa, December 17, 2014
    • 14 replies
    • 5.2k views
    • 
    • Belgarath
    • April 28, 2015

48. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa, December 20, 2018
    • 5 replies
    • 5.2k views
    • 
    • MQS0413
    • October 30, 2024

49. Include Puerto Rican residents in plan testing?

    By Guest rchambers, September 6, 2000
    • 13 replies
    • 5.2k views
    • 
    • Harwood
    • August 31, 2004

50. Lienable

    By kgr12, July 26, 2012
    • 1 reply
    • 5.2k views
    • 
    • MoJo
    • July 26, 2012