401(k) Plans

19,321 topics in this forum

1. Eligible in 2 plans, defers max in both

   By John Feldt ERPA CPC QPA, November 19, 2008
   • 12 replies
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • November 21, 2008

2. RMD's...part II

   By Guest le190, March 18, 1999
   • 3 replies
   • 1.6k views
   • 
   • david shipp
   • March 18, 1999

3. Why is there the three month rule for Safe Harbor Plans

   By Guest kijiba, September 22, 2004
   • 2 replies
   • 1.6k views
   • 
   • wmyer
   • September 22, 2004

4. Recoupment of overpayments

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

5. Vesting and Protected Benefits Issues When Amending and Restating a Mo

   By Guest W J Parks, August 31, 2000
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • August 31, 2000

6. top heavy with ee deferral

   By Guest pensiondoc, December 10, 1998
   • 1 reply
   • 1.6k views
   • 
   • Ervin Barham
   • December 10, 1998

7. Spinoff - new company asset sale - HCEs

   By Lou S., February 18, 2015
   • 2 replies
   • 1.6k views
   • 
   • Lou S.
   • February 18, 2015

8. Safe Harbor

   By Guest Mrilaomt, November 4, 2005
   • 4 replies
   • 1.6k views
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   • Leopurrd
   • November 4, 2005

9. Restorative Payments

   By Guest ERISAAAAH, February 23, 2011
   • 0 replies
   • 1.6k views
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   • Guest
   • February 23, 2011

10. timing of employer stock distribution

    By Luis Miguel, July 28, 2008
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • August 5, 2008

11. Did definition of earned income change recently?

    By Spencer, March 1, 2000
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • March 1, 2000

12. Converting a traditional IRA then recharacterizing

    By Guest rflarson, November 11, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 11, 2000

13. Catchup Contributions - "Plan Imposed Limit"

    By ERISA1, October 30, 2006
    • 0 replies
    • 1.6k views
    • 
    • ERISA1
    • October 30, 2006

14. Delinquent Safe Harbor/Top-Heavy Minimums

    By austin3515, November 22, 2011
    • 6 replies
    • 1.6k views
    • 
    • DMcGovern
    • November 28, 2011

15. Deducting Contributions-Fiscal Year End

    By Guest ELS, September 21, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 21, 1999

16. change in vesting method

    By Guest EDSAADE, November 3, 2003
    • 6 replies
    • 1.6k views
    • 
    • Brian Gallagher
    • November 4, 2003

17. Just took over a top-heavy plan, but no TH Employer contributions sinc

    By Hoard1, May 16, 2000
    • 5 replies
    • 1.6k views
    • 
    • imchipbrown
    • May 24, 2000

18. Sch C.

    By MR, July 23, 2001
    • 0 replies
    • 1.6k views
    • 
    • MR
    • July 23, 2001

19. what to do with forfeitures

    By Gudgergirl, February 17, 2010
    • 3 replies
    • 1.6k views
    • 
    • jpod
    • February 17, 2010

20. Bankruptcy Extending loan beyond 5 years

    By Guest Do, December 14, 2004
    • 7 replies
    • 1.6k views
    • 
    • jquazza
    • December 15, 2004

21. HCE Compensation from aquired company

    By Guest C Kampen, March 15, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 15, 2000

22. Auditor asking for Cost Basis in 401k plan...

    By heygents, October 9, 2014
    • 4 replies
    • 1.6k views
    • 
    • ESOP Guy
    • October 10, 2014

23. Employer Matching Deposiet Time Limits?

    By Guest TYounkin, March 4, 1999
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 1999

24. 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

25. Missed Deferral Opportunity/Match - QNEC deposit

    By TPApril, August 15, 2023
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • August 17, 2023

26. Initial Plan Audit

    By Guest msnow, March 15, 2012
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • March 16, 2012

27. 401(k) Hardship Distributions

    By Guest marykd, February 9, 2013   

    • 401(k)
    • hardship distribution
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 11, 2013

28. 401(k) PSP - Converting to ESOP "in part" to use 404(k) divi

    By Guest jvanheyde, November 15, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 15, 2002

29. Controlled Group

    By Just Me, January 26, 2006
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 10, 2006

30. 401k refund due but total account rolled to IRA

    By alexa, March 21, 2006
    • 4 replies
    • 1.6k views
    • 
    • alexa
    • March 22, 2006

31. Top Heavy Contribution in 401(k) Plan

    By Guest ryler, March 30, 2004
    • 10 replies
    • 1.6k views
    • 
    • Archimage
    • April 1, 2004

32. Rollover from an IRA to a Qualified Plan

    By Guest carsca, November 6, 2002
    • 4 replies
    • 1.6k views
    • 
    • 2muchstress
    • November 7, 2002

33. mp cont required before 401k cont?

    By Guest billy bong, February 9, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • February 9, 1999

34. Maxing Annual Additions Plus Funding Backdoor Roth

    By AJC, September 8, 2020
    • 8 replies
    • 1.6k views
    • 
    • acm_acm
    • September 10, 2020

35. Match Reverse Deferals

    By Guest James Osterhaus, September 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 12, 2001

36. Prohibited Transaction

    By Guest s1sacm, March 25, 2010
    • 2 replies
    • 1.6k views
    • 
    • rcline46
    • March 26, 2010

37. Would a 401k for a nonprofit private school make sense rather than a 403b plan?

    By Guest tpeterson1959, October 2, 2003
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • October 2, 2003

38. Three Age 70 1/2 Questions RE:Active Part.

    By Guest Don J. Smith, December 17, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • December 17, 1999

39. Fiscal year plan with ADP refund and FIFO calculation?

    By Guest oxdougw, August 12, 2004
    • 2 replies
    • 1.6k views
    • 
    • Earl
    • August 13, 2004

40. Effect on Rem Amend Period when amending prototype

    By Guest Ruth Glaser, October 12, 2001
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • October 12, 2001

41. Is there any 401k rollover service?

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

42. 401(k) Safe Harbor Plan

    By Guest msjudees, August 24, 2004
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • August 25, 2004

43. Participant Loan Payroll Deductions

    By austin3515, August 9, 2005
    • 1 reply
    • 1.6k views
    • 
    • buckaroo
    • August 11, 2005

44. Contributions and matching after 401(a)(17) limit has been reached?

    By MD-Benefits Guy, October 1, 2025
    • 13 replies
    • 1.6k views
    • 
    • Paul I
    • January 12

45. Top Heavy & Related Employers

    By Guest susan1323, October 26, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 26, 2001

46. Auto Increase

    By Guest GoHeels1282, July 24, 2012
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 25, 2012

47. Usa Patriot Act & Pensions

    By fidu, May 1, 2002
    • 0 replies
    • 1.6k views
    • 
    • fidu
    • May 1, 2002

48. Multiple Employer Trusts (MET)

    By andi2008, July 8, 2016   

    • MET
    • Multiple Employer Trusts
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • July 19, 2016

49. SMM for Amendment to Change Corp Trustee

    By austin3515, January 5, 2022
    • 11 replies
    • 1.6k views
    • 
    • austin3515
    • January 5, 2022

50. What to do with "excess gains" after correcting amount of de

    By Guest Sara H, November 5, 2001
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 7, 2001