401(k) Plans

19,337 topics in this forum

1. Partial Loan Payments

   By Guest sritts, May 12, 2010
   • 8 replies
   • 1.6k views
   • 
   • rcline46
   • May 13, 2010

2. Authorization to Withhold Catch-up

   By Gruegen, December 17, 2002
   • 1 reply
   • 1.6k views
   • 
   • four01kman
   • December 17, 2002

3. Match Reverse Deferals

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

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

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

5. 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

6. List of Advantages, Disadvantages of Daily

   By Guest FREE401k, December 31, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • December 31, 2001

7. Distribution from plan to employer first then participant???

   By kmhaab, June 12, 2024
   • 5 replies
   • 1.6k views
   • 
   • Lois Baker
   • June 13, 2024

8. 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

9. Brokerage accounts and plan sponsor responsibility

   By ejohnke, August 29, 2023
   • 8 replies
   • 1.6k views
   • 
   • Peter Gulia
   • August 31, 2023

10. Where to get ERISA Outline Book?

    By Guest Melissa Winslow, May 2, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • May 3, 2000

11. MPP Merger/Termination

    By Guest Tara Curran, January 8, 2002
    • 4 replies
    • 1.6k views
    • 
    • KJohnson
    • January 8, 2002

12. 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

13. 401(k) Safe Harbor Plan

    By Guest Scrappy, August 20, 2004
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2004

14. Independent Contractor

    By ERISA25, January 30, 2013
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • January 30, 2013

15. Prohibited Transaction

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

16. Initial Plan Audit

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

17. tax deduction on annual safe harbor match?

    By Lori H, March 25, 2008
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 25, 2008

18. Multiple Employer Trusts (MET)

    By andi2008, July 8, 2016   

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

19. Top Heavy Contribution in 401(k) Plan

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

20. Sch C.

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

21. Employer Stock

    By Guest THess, July 25, 2003
    • 5 replies
    • 1.6k views
    • 
    • E as in ERISA
    • August 6, 2003

22. Did definition of earned income change recently?

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

23. Bankruptcy Extending loan beyond 5 years

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

24. 401k Cash Surrender Value

    By 52626, March 10, 2023
    • 8 replies
    • 1.6k views
    • 
    • FPGuy
    • March 14, 2023

25. 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

26. Delinquent Safe Harbor/Top-Heavy Minimums

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

27. 401k refund due but total account rolled to IRA

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

28. Trustee Dies - no authorized signer

    By Ahuntingus, November 24, 2020
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • November 29, 2020

29. Prevailing Wage Fringe into a SIMPLE IRA

    By Guest Green92, September 18, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 18, 2009

30. Prior year testing & no match in prior year...

    By Guest AlCal, February 11, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 11, 2002

31. 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

32. Safe Harbor

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

33. Reporting requirements for corrective contributions

    By Guest VEBA Las Vegas, December 8, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 20, 2005

34. Converting a traditional IRA then recharacterizing

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

35. HCE Compensation from aquired company

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

36. Top Heavy & Related Employers

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

37. Auto Increase

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

38. Usa Patriot Act & Pensions

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

39. EPCRS - Match on Missed Derferral Opportunity

    By austin3515, August 30, 2016
    • 7 replies
    • 1.6k views
    • 
    • 401 Chaos
    • May 29, 2018

40. Who is NOT a covered service provider?

    By Peter Gulia, June 6, 2011
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • June 7, 2011

41. mp cont required before 401k cont?

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

42. Loan fees

    By rlb64, December 13, 2004
    • 2 replies
    • 1.6k views
    • 
    • rlb64
    • December 14, 2004

43. FIN for a sole proprietorship

    By KevinMc, November 20, 2014
    • 5 replies
    • 1.6k views
    • 
    • movedon
    • November 20, 2014

44. Refusal to make Safe Harbor Match

    By Guest_Question, October 2, 2023
    • 7 replies
    • 1.6k views
    • 
    • Peter Gulia
    • October 3, 2023

45. 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

46. 401(k) Hardship Distributions

    By Guest marykd, February 9, 2013   

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

47. 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

48. Effect on Rem Amend Period when amending prototype

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

49. Puerto Rican Plan

    By Guest ERISAcatNraleigh, October 20, 2004
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • October 20, 2004

50. 1099 IC

    By ratherbereading, August 26, 2019
    • 16 replies
    • 1.6k views
    • 
    • ratherbereading
    • August 28, 2019