401(k) Plans

19,337 topics in this forum

1. Long Term Part Time Employee

   By Dougsbpc, February 27, 2025
   • 3 replies
   • 887 views
   • 
   • CuseFan
   • February 27, 2025

2. Safe Harbor Ne Plan With Simple

   By Guest LTurner, February 27, 2003
   • 3 replies
   • 1k views
   • 
   • Guest
   • February 27, 2003

3. Pre-87 and Post 86 after tax distribs

   By Brian Gallagher, April 3, 2003
   • 3 replies
   • 7.1k views
   • 
   • MGB
   • April 4, 2003

4. PEO / Distribution

   By Guest kgsingletary, August 25, 2003
   • 3 replies
   • 1.7k views
   • 
   • Alf
   • August 25, 2003

5. Contribution to a deceased partner

   By Guest jetfaninmn, December 21, 2005
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • December 21, 2005

6. Flat Match

   By Guest jetfaninmn, May 9, 2006
   • 3 replies
   • 2k views
   • 
   • ERISAnut
   • May 10, 2006

7. In-Service Distribution - Protected Benefit

   By Vlad401k, December 14, 2018
   • 3 replies
   • 1.7k views
   • 
   • Larry Starr
   • December 15, 2018

8. Stock sale brother sister

   By pjb1835, May 31, 2019
   • 3 replies
   • 1k views
   • 
   • Luke Bailey
   • May 31, 2019

9. Any one heard of an internet based 401(k) plan that any company can ad

   By Guest Mike Lanio, March 29, 2000
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • March 29, 2000

10. ACP Test in Safe Harbor Plan

    By BG5150, July 30, 2019
    • 3 replies
    • 2.5k views
    • 
    • AKconsult
    • August 5, 2019

11. 401k and Loan and termination question

    By Fquinones81, October 18, 2021
    • 3 replies
    • 670 views
    • 
    • MoJo
    • October 18, 2021

12. spouse never signed to rollover 401k???!

    By Guest sidneysheldon, February 13, 2001
    • 3 replies
    • 4.3k views
    • 
    • RCK
    • February 14, 2001

13. True-ups

    By Belgarath, August 27, 2025
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • August 28, 2025

14. Safe Harbor Match to HCEs

    By Guest KMP, July 19, 2004
    • 3 replies
    • 1.1k views
    • 
    • g8r
    • July 21, 2004

15. QDRO Fees

    By Guest MEWilson, August 9, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 10, 2004

16. Alienation of benefits

    By Guest, November 4, 2009
    • 3 replies
    • 1.4k views
    • 
    • J Simmons
    • November 4, 2009

17. Refunded Contributions

    By Andre3000, September 3, 2014
    • 3 replies
    • 1.1k views
    • 
    • Andre3000
    • September 3, 2014

18. After Tax Contributions

    By Stash026, May 31, 2019
    • 3 replies
    • 883 views
    • 
    • spiritrider
    • June 3, 2019

19. Ftwilliam

    By nerd-party-administrator, February 27, 2020
    • 3 replies
    • 611 views
    • 
    • JackS
    • February 27, 2020

20. Excess Salary Deferral Contributions

    By Dougsbpc, February 17, 2024
    • 3 replies
    • 995 views
    • 
    • Paul I
    • February 20, 2024

21. Is a default rollover divided into Roth and non-Roth subaccounts?

    By Peter Gulia, October 21, 2025
    • 3 replies
    • 750 views
    • 
    • Paul I
    • October 21, 2025

22. ADP Refunds

    By Jilliandiz, January 31, 2007
    • 3 replies
    • 2.4k views
    • 
    • pmacduff
    • February 1, 2007

23. Does a transfer of assets trigger a required minimum distribution

    By katieinny, February 26, 2007
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • February 27, 2007

24. Aggregation of SH 401(k) Plan and non SH 401(k) Plan

    By smm, February 22, 2008
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 22, 2008

25. Prior Year Testing

    By Guest mmc, March 10, 2011
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • March 10, 2011

26. amendment to a SH plan

    By Guest plan admin questions, May 24, 2011
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • May 24, 2011

27. Failing Testing Every Year?

    By khn, June 2, 2015
    • 3 replies
    • 862 views
    • 
    • austin3515
    • June 2, 2015

28. 401(k) MRD Issue

    By bzorc, November 10, 2015
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • November 12, 2015

29. Plan Loan Limitations

    By jevd, May 22, 2017   

    • plan loans
    • limitations
    • 3 replies
    • 601 views
    • 
    • NJ Mike
    • May 24, 2017

30. 20% Federal Withholding

    By KevinMc, July 12, 2018
    • 3 replies
    • 647 views
    • 
    • KevinMc
    • July 12, 2018

31. esop guy Pledging company assets as collateral

    By InquisitivePerson, December 15, 2024
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • December 16, 2024

32. 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

33. 401k training

    By Guest Carlos Rivera, November 15, 2001
    • 3 replies
    • 2k views
    • 
    • Medusa
    • November 15, 2001

34. Multiple ER question

    By fiona1, February 22, 2008
    • 3 replies
    • 1.8k views
    • 
    • Below Ground
    • February 25, 2008

35. employer specified statute of limitations

    By Guest FDM, July 16, 2008
    • 3 replies
    • 1.7k views
    • 
    • Everett Moreland
    • July 17, 2008

36. Permanency issue

    By R. Butler, September 3, 2014
    • 3 replies
    • 2.2k views
    • 
    • Peter Gulia
    • September 3, 2014

37. Pros/Cons of being named employer on 401k

    By Safeharbor29, July 30, 2015
    • 3 replies
    • 882 views
    • 
    • jpod
    • July 30, 2015

38. beneficiary and participant

    By cpc0506, September 9, 2017
    • 3 replies
    • 780 views
    • 
    • QDROphile
    • September 9, 2017

39. Solo 401K & Health Insurance Deduction Limitations

    By TNT, February 6, 2018   

    • solo
    • health insurance
    • 3 replies
    • 4.5k views
    • 
    • spiritrider
    • May 30, 2020

40. Audited Plan (Schedule H) - Cash or Accrual Basis

    By jmartin, January 8, 2020
    • 3 replies
    • 1.3k views
    • 
    • TommyGunn13
    • January 8, 2020

41. Sale of goodwill?

    By jmartin, July 17, 2020
    • 3 replies
    • 731 views
    • 
    • Larry Starr
    • July 18, 2020

42. ADP/ACP test refunds

    By Guest ars1, September 10, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 10, 1999

43. 401K via Health and Welfare benefit.

    By Sebricon, February 27, 2025
    • 3 replies
    • 945 views
    • 
    • Sebricon
    • February 28, 2025

44. Safe Harbor Plan With After Tax

    By Guest mkelly, March 6, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 6, 2002

45. 401(k) Hardship

    By abanky, January 30, 2003
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • January 31, 2003

46. QACA Auto Increase

    By Guest ScarletKnight, November 9, 2007
    • 3 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • November 11, 2008

47. LLC Loss - Catch up eligible?

    By Sully, October 7, 2008
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • October 8, 2008

48. what do you do if DOL orders employer to pay overtime

    By k man, January 15, 2009
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • January 16, 2009

49. Over 65 but still employed...how to withdrawal funds?

    By Guest tryathlons, March 27, 2013
    • 3 replies
    • 2.7k views
    • 
    • david rigby
    • March 27, 2013

50. controlled groups revisited

    By pmacduff, September 24, 2019
    • 3 replies
    • 809 views
    • 
    • Bill Presson
    • September 24, 2019