401(k) Plans

19,321 topics in this forum

1. Responsibility of new TPA for error by prior TPA

   By Guest W J Parks, June 8, 2000
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • June 9, 2000

2. Consequences of non-safe harbor hardship distribution

   By mariemonroe, July 11, 2005
   • 2 replies
   • 1.6k views
   • 
   • mariemonroe
   • July 11, 2005

3. Severance From Employment Question

   By Guest Grumpy456, January 22, 2007
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • January 22, 2007

4. 402 (g) limit question

   By Guest Enda80, September 30, 2009
   • 4 replies
   • 1.6k views
   • 
   • masteff
   • September 30, 2009

5. Forfeitures?

   By Guest mrilao, September 23, 2004
   • 3 replies
   • 1.6k views
   • 
   • FundeK
   • October 5, 2004

6. Help calculating contributions for LLC members

   By Guest schmpat, January 22, 2004
   • 3 replies
   • 1.6k views
   • 
   • Mike Preston
   • January 23, 2004

7. SH Notice Delivery

   By austin3515, November 9, 2004
   • 4 replies
   • 1.6k views
   • 
   • Bird
   • November 9, 2004

8. Sole Proprietor Incorporates

   By Guest amm19, July 18, 2003
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • July 18, 2003

9. LLP Questions

   By Guest Effie Clark, August 12, 2002
   • 6 replies
   • 1.6k views
   • 
   • Guest
   • August 13, 2002

10. 401(k) transfer/withdrawal

    By Guest jladuca, January 20, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 21, 1999

11. missed deferrals, or opportunistic employee

    By K2retire, March 23, 2016
    • 12 replies
    • 1.6k views
    • 
    • jpod
    • March 24, 2016

12. Question for any CPA's out there.

    By Guest LisaPA, February 6, 2001
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • February 8, 2001

13. EGTRRA Amendment Effective Date

    By Guest ELS, June 18, 2004
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 21, 2004

14. Refusal to make Safe Harbor Match

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

15. Distribution to Resident Alien

    By Guest abajeb, May 2, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 2, 2006

16. Control Group

    By Guest ubpMR, June 4, 2002
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • June 4, 2002

17. What limits need to be pro rata for our 401(k) plan's first, short plan year?

    By Guest lilnemo, September 11, 2003
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 17, 2003

18. switching employees between common ownership plans

    By Guest lindamichals, February 16, 2005
    • 5 replies
    • 1.6k views
    • 
    • RCK
    • February 17, 2005

19. Post-Severance Compensation

    By Guest shaul, November 4, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 4, 2010

20. Record Retention--DOL Final Rules

    By Guest Sparky, April 4, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 4, 2003

21. B;azeSSI user's system

    By Cathy from Chicago, January 16, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 18, 2000

22. Blackout Notice

    By Guest cynthiar, February 12, 2004
    • 2 replies
    • 1.6k views
    • 
    • Harwood
    • February 12, 2004

23. Safe Harbor Match

    By jkdoll2, September 18, 2008
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • September 18, 2008

24. RMD question

    By RayJJohnsonJr, September 22, 2011
    • 14 replies
    • 1.6k views
    • 
    • imchipbrown
    • September 29, 2011

25. One to one correction method

    By Guest TM3069, November 13, 2008
    • 1 reply
    • 1.6k views
    • 
    • fiona1
    • November 13, 2008

26. Options/Requirements for Balances <$10

    By Guest lhead7601, July 7, 2003
    • 8 replies
    • 1.6k views
    • 
    • david rigby
    • July 10, 2003

27. Forfeiting related match when the ADP test fails

    By Guest 401kBurm, February 26, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 2, 2000

28. Required Minimum Distribution

    By Guest PRafferty, March 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • March 19, 2002

29. Anti-Cutback: Timing Amendment Affect Benefits in Pay Status?

    By rocknrolls2, August 2, 2000
    • 0 replies
    • 1.6k views
    • 
    • rocknrolls2
    • August 2, 2000

30. deductiblility

    By k man, August 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • k man
    • August 1, 2001

31. Treatment of deferrals after amendment excluding cammisioned employees

    By Guest Alex Calin, March 18, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 19, 1999

32. SMM required?

    By Guest Peggy806, December 2, 2009
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • December 3, 2009

33. Comp for 3% SHNEC for plan with dual eligibility

    By Guest jody303, November 15, 2002
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • November 15, 2002

34. Excluding Statutorily Excludable EEs from QNECs

    By Guest MAWalsh, February 28, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 4, 2003

35. Davis Bacon Plan and QNECs for HCEs

    By Vlad401k, February 13, 2015
    • 2 replies
    • 1.6k views
    • 
    • KATS
    • February 16, 2015

36. beneficiary-401k plan

    By Guest wolf, October 16, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • October 16, 2001

37. Is there a problem where the trustee owns employer stock when it is al

    By Guest lawdawg, March 30, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 24, 2001

38. 401k plan Investments

    By Gary, July 24, 2008
    • 4 replies
    • 1.6k views
    • 
    • JanetM
    • July 28, 2008

39. 10500 LIMIT WHEN FISCAL YR & CALENDAR YR DIFFERENT

    By Guest THOMAS TIERNEY, February 2, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 2, 2001

40. Partial Termination

    By austin3515, April 9, 2012
    • 14 replies
    • 1.6k views
    • 
    • david rigby
    • April 11, 2012

41. Safe Harbor Conflict

    By Guest kkcfp, August 6, 2010
    • 4 replies
    • 1.6k views
    • 
    • BG5150
    • August 6, 2010

42. What happens to an outstanding loan against 401(k) as owner of C corp

    By Guest alwilkins, July 9, 2000
    • 3 replies
    • 1.6k views
    • 
    • Dave Baker
    • July 10, 2000

43. Roth (k) Rollovers

    By PMC, February 2, 2006
    • 3 replies
    • 1.6k views
    • 
    • JDuns
    • February 3, 2006

44. Life Insurance Premiums - Outside Assets

    By Gruegen, April 16, 2013
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • April 18, 2013

45. Form 5330 for excess contributions

    By Guest Pat Metallic, June 3, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 3, 2009

46. Controlled Group Question

    By Guest John Kleeman, March 12, 2007
    • 9 replies
    • 1.6k views
    • 
    • Jim Chad
    • March 14, 2007

47. RMD

    By Guest glhotdog, May 1, 2014   

    • RMD Revoke
    • suspened RMD payments
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2014

48. Deminimus for RMD's ?

    By Jim Chad, October 2, 2012
    • 5 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • October 2, 2012

49. safe harbor 401(k) with 3% nonelective

    By thepensionmaven, February 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • February 28, 2001

50. Asset Transfer

    By Guest MatchaT, August 21, 2014
    • 6 replies
    • 1.6k views
    • 
    • movedon
    • August 22, 2014