401(k) Plans

19,275 topics in this forum

1. Elapsed time eligibility

   By Guest Amy Marie, November 12, 2013
   • 14 replies
   • 13.6k views
   • 
   • RatherBeGolfing
   • August 18, 2017

2. Who prepares investment materials for statement paks?

   By Guest FREE401k, July 2, 2002
   • 14 replies
   • 1.8k views
   • 
   • mbozek
   • July 7, 2002

3. Can a 401(k) account be segregated into 2 IRA accounts for the purposes of segregating the pre-tax and after-tax dollars?

   By Guest need help, September 29, 2004
   • 14 replies
   • 2.8k views
   • 
   • jevd
   • September 30, 2004

4. Deducted Contribution in 2018 / Never Funded

   By austin3515, January 22, 2020
   • 14 replies
   • 772 views
   • 
   • david rigby
   • January 23, 2020

5. Termination Prior to Entry Date, but Compensation after Entry Date

   By kevind2010, February 23, 2015
   • 14 replies
   • 4.1k views
   • 
   • MWeddell
   • August 3, 2022

6. Making distributions late in Plan Year

   By rblum50, November 10, 2016
   • 14 replies
   • 2.2k views
   • 
   • Mike Preston
   • November 16, 2016

7. Vizcaino situation? What do you do?

   By Guest tintree73, January 19, 2005
   • 14 replies
   • 2.1k views
   • 
   • Kirk Maldonado
   • January 29, 2005

8. Safe Harbor 401(k) and Top Heavy Issue

   By chris, May 17, 2004
   • 14 replies
   • 3.4k views
   • 
   • Blinky the 3-eyed Fish
   • May 19, 2004

9. 401(k) one-time withdrawl

   By Guest mngreenfield, August 14, 2002
   • 14 replies
   • 2k views
   • 
   • joel
   • August 18, 2002

10. Self Employment Calculation for 2011

    By TPApril, January 14, 2012
    • 14 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 17, 2012

11. 401K Employer holding their contribution till End of Year...

    By Guest Karla M, January 8, 2002
    • 14 replies
    • 11.3k views
    • 
    • Kirk Maldonado
    • January 9, 2002

12. Rollover for new loan to pay off prior loan

    By Guest Pecos, June 26, 2008
    • 14 replies
    • 6.2k views
    • 
    • Guest
    • July 8, 2008

13. Time Limitations for 410b Amnd?

    By Zorro1k, April 23, 2015   

    • 410b
    • corrective amendment
    • (and 1 more)

      Tagged with:

      • 410b
      • corrective amendment
      • failure
    • 14 replies
    • 2.3k views
    • 
    • Kevin C
    • April 24, 2015

14. Late deferral Deposit and VFCP application

    By AdKu, June 4, 2018
    • 14 replies
    • 1.2k views
    • 
    • ERISAAPPLE
    • June 5, 2018

15. Deceased Mom's 401k - No Will

    By whyindaheck, September 15, 2016
    • 14 replies
    • 6.1k views
    • 
    • whyindaheck
    • September 16, 2016

16. P/S Deductability

    By Guest Thornton, December 30, 1998
    • 14 replies
    • 2.2k views
    • 
    • Guest
    • January 4, 1999

17. In-Service Distributions at Any Age?

    By Guest Thornton, April 30, 2008
    • 14 replies
    • 2.8k views
    • 
    • Below Ground
    • May 2, 2008

18. Does last day worked mean last day worked?

    By TPApril, May 20, 2022
    • 14 replies
    • 1.5k views
    • 
    • TPApril
    • May 31, 2022

19. Frequent Trading / Insider Trading

    By RCK, March 2, 2004
    • 14 replies
    • 3.9k views
    • 
    • Guest
    • March 8, 2004

20. Solo 401(k) & Max Profit Sharing Contribution

    By ubermax, April 18, 2017
    • 14 replies
    • 2.3k views
    • 
    • Mike Preston
    • April 21, 2017

21. Distribution paperwork for an Estate

    By austin3515, June 9, 2017
    • 14 replies
    • 2k views
    • 
    • D Lewis
    • June 13, 2017

22. Can "true-up" matching contributions be made on a payroll pe

    By EGB, May 23, 2000
    • 14 replies
    • 6k views
    • 
    • R. Butler
    • May 11, 2001

23. ADP/ACP Prior Year Testing Method

    By fiona1, February 16, 2004
    • 14 replies
    • 6.7k views
    • 
    • §#$%!
    • February 19, 2004

24. RMD question

    By RayJJohnsonJr, September 22, 2011
    • 14 replies
    • 1.5k views
    • 
    • imchipbrown
    • September 29, 2011

25. Best Book to Purchase

    By 401kAllTheWay, July 11, 2023
    • 14 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • July 17, 2023

26. A higher-paid employee’s catch-up must be Roth deferrals—how to implement?

    By Peter Gulia, July 21
    • 14 replies
    • 1.7k views
    • 
    • Peter Gulia
    • July 23

27. Coverage Failure

    By jpod, March 22, 2016
    • 14 replies
    • 3.2k views
    • 
    • jpod
    • March 29, 2016

28. Participant Opting out of Profit Sharing and Money Purchase Pension Pl

    By LCARUSI, January 7, 1999
    • 14 replies
    • 8.2k views
    • 
    • Guest
    • January 21, 1999

29. Safe harbor 401(k) plus cross-tested PS plan

    By Guest Dave Peckham, July 29, 2004
    • 14 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 4, 2004

30. No Profit Sharing - do I file a 5500

    By PainPA, June 28, 2019
    • 14 replies
    • 3.2k views
    • 
    • Flyboyjohn
    • July 2, 2019

31. Timing of Amendment Switching from Current Year to Prior Year Testing Method

    By rocknrolls2, January 29, 2009
    • 14 replies
    • 8.6k views
    • 
    • BG5150
    • March 26, 2009

32. QDRO outsourcing

    By Peter Gulia, March 7, 2015   

    • QDRO
    • outsourcing
    • (and 3 more)

      Tagged with:

      • QDRO
      • outsourcing
      • fiduciary
      • service provider
      • non-discretionary
    • 14 replies
    • 3.1k views
    • 
    • Peter Gulia
    • March 11, 2015

33. Hardship for refinancing of primary residence

    By karl, May 3, 2023
    • 14 replies
    • 2.4k views
    • 
    • Bri
    • May 9, 2023

34. Can I make this amendment effective 1/1/17?

    By ERISA-Bubs, November 16, 2017
    • 14 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 17, 2017

35. Third Party Loan to a Solo 401K Plan

    By retirementplanning, June 22, 2020
    • 14 replies
    • 2.1k views
    • 
    • retirementplanning
    • June 25, 2020

36. In-kind PS deposit

    By TPApril, August 16, 2022
    • 14 replies
    • 2k views
    • 
    • Luke Bailey
    • August 22, 2022

37. Amount in board resolution

    By Zorro1k, December 11, 2015   

    • board resolution
    • discretionary
    • (and 1 more)

      Tagged with:

      • board resolution
      • discretionary
      • Profit Sharing
    • 14 replies
    • 4.2k views
    • 
    • Mike Preston
    • May 8, 2017

38. 401k Plan - must a QDRO be prepared

    By DDB BN, July 18
    • 14 replies
    • 1.8k views
    • 
    • QDROphile
    • July 24

39. Paystub - need explanation of Roth 401 calculation

    By Guest Wedge1, May 31, 2007
    • 14 replies
    • 28k views
    • 
    • Guest
    • June 2, 2007

40. Gang of Six Deficit Reduction Plan

    By goldtpa, July 21, 2011
    • 14 replies
    • 1.7k views
    • 
    • K2retire
    • July 21, 2011

41. water and sewer shutoff notice Hardship Safe Harbor?

    By Jim Chad, August 15, 2012
    • 14 replies
    • 3.2k views
    • 
    • Lou S.
    • August 17, 2012

42. Last Day Rule Issue

    By Guest slufoot2000, May 20, 2004
    • 14 replies
    • 3.1k views
    • 
    • Guest
    • May 20, 2004

43. ERISA Preemption

    By austin3515, September 29, 2014
    • 14 replies
    • 2k views
    • 
    • GMK
    • September 30, 2014

44. Rollover of terminated money purchase plan balances into 401(k)

    By holdco, April 9, 2012
    • 14 replies
    • 7.2k views
    • 
    • holdco
    • April 10, 2012

45. Severance Pay

    By 30Rock, January 23, 2014
    • 14 replies
    • 16.9k views
    • 
    • 30Rock
    • January 24, 2014

46. Unrelated Participating Employer - No Participation Agreement

    By LANDO, October 21, 2015   

    • Participation Agreement
    • VCP
    • (and 5 more)

      Tagged with:

      • Participation Agreement
      • VCP
      • Operational Failure
      • Document Error
      • 401k
      • qualification issue
      • multiple employer plan
    • 14 replies
    • 7.5k views
    • 
    • LANDO
    • October 22, 2015

47. Partial Termination

    By austin3515, April 9, 2012
    • 14 replies
    • 1.5k views
    • 
    • david rigby
    • April 11, 2012

48. Net Earned Income Calcl. with 2 employer sources

    By Guest bernie lomax, February 18, 2004
    • 14 replies
    • 2.5k views
    • 
    • Gary Lesser
    • March 9, 2007

49. Can we stop fixed match mid year?

    By Jim Chad, April 21, 2011
    • 14 replies
    • 5.7k views
    • 
    • Kevin C
    • September 29, 2011

50. Forfeitures sitting around...

    By doombuggy, January 24, 2014
    • 14 replies
    • 1.5k views
    • 
    • doombuggy
    • January 29, 2014