401(k) Plans

19,275 topics in this forum

1. How do you correct contributions that were deposited in error?

   By Guest, January 24, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • January 24, 2001

2. matching contribution

   By Scuba 401, September 14, 2011
   • 6 replies
   • 1.5k views
   • 
   • Tom Poje
   • September 19, 2011

3. LUMP SUM TO REHIRED PARTICIPANT

   By Guest ROB VIDOVICH, May 20, 2003
   • 2 replies
   • 1.5k views
   • 
   • ccassetty
   • May 21, 2003

4. What happens if a participant elects to defer 8%; however, the company

   By Guest Tracy H, September 29, 2000
   • 2 replies
   • 1.5k views
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   • Jon Chambers
   • October 2, 2000

5. Severance employer contributions?

   By Guest JurisPrude, July 5, 2005
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • July 5, 2005

6. EGTRRA Amendment timelines

   By Guest money40, December 31, 2008
   • 4 replies
   • 1.5k views
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   • Peanut Butter Man
   • January 14, 2009

7. RMD Question

   By Guest KD40, September 9, 2002
   • 1 reply
   • 1.5k views
   • 
   • jaemmons
   • September 10, 2002

8. How do we determine HCE's in a spinnoff company?

   By Guest Rob Walter, February 15, 2000
   • 1 reply
   • 1.5k views
   • 
   • Alf
   • February 16, 2000

9. Individual K

   By Guest kkcfp, November 23, 2010
   • 5 replies
   • 1.5k views
   • 
   • K2retire
   • December 2, 2010

10. 401K early withdrawal

    By Guest Carl C, October 18, 2001
    • 2 replies
    • 1.5k views
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    • Guest
    • October 18, 2001

11. sole proprietor - 1099 income

    By Alex Daisy, March 24, 2016
    • 5 replies
    • 1.5k views
    • 
    • jpod
    • March 24, 2016

12. Right to Receive Copy of Form 5500-C/R

    By Guest Theresa Irvin, February 11, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 11, 1999

13. Notification rules for plan transfer

    By Guest sjloud, February 15, 1999
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • February 16, 1999

14. What is correction for excluding eligible employees?

    By Guest GMedley, May 1, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • May 2, 2001

15. PLAN SPONSORS PARTING WAYS

    By Guest PAM, February 17, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 22, 1999

16. Employer Match to 3% Safe Harbor

    By Guest mpark, November 24, 2004
    • 4 replies
    • 1.5k views
    • 
    • Archimage
    • November 29, 2004

17. 401(k) into a Roth IRA

    By Guest bdo111, March 26, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 4, 1999

18. Foreign company adopting plan for US citizens in foreign country?

    By Guest Bristol, February 15, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 15, 2001

19. Vesting and merger of two 401(k) plans

    By Guest barnold, June 25, 2003
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • June 25, 2003

20. QDROs Benefits Accrued

    By Guest Brad5252, May 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • May 25, 1999

21. 1999 5500 Forms

    By Guest jfgc, January 29, 2000
    • 4 replies
    • 1.5k views
    • 
    • BeckyMiller
    • January 31, 2000

22. SPDs

    By Guest pjb, August 14, 2002
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • August 14, 2002

23. Common ownership

    By Guest Pat Metallic, May 11, 2005
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • May 13, 2005

24. safe harbor 401(k) to traditional 401, but wants to use safe harbor match formula

    By Lori H, May 20, 2004
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 21, 2004

25. Mandatory cash out (IRA) question

    By k man, April 27, 2006
    • 4 replies
    • 1.5k views
    • 
    • Archimage
    • April 27, 2006

26. Compensaton Definition for Safe Harbor Non-Elective Plan

    By Bruddah Kimo, May 12, 2008
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 12, 2008

27. Deferral election change applied to wrong participant. How to correct?

    By Guest oxdougw, September 30, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 4, 2005

28. members of pllc deferred into new plan. will report no earned income.

    By Lori H, November 24, 2004
    • 4 replies
    • 1.5k views
    • 
    • Lori H
    • November 29, 2004

29. Amending Discretionary Match

    By pixmax, May 14, 2009
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • May 15, 2009

30. Brokerage accounts and plan sponsor responsibility

    By ejohnke, August 29, 2023
    • 8 replies
    • 1.5k views
    • 
    • Peter Gulia
    • August 31, 2023

31. Multiple Employer Groups

    By Guest Jeff P, May 13, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 14, 1999

32. Form 1099R & MRD

    By Guest jim williams, February 14, 2003
    • 1 reply
    • 1.5k views
    • 
    • Mary Kay Foss
    • February 15, 2003

33. Adding New Investment Options; Eliminating others

    By Guest Kennedy, September 20, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 13, 1999

34. Disability Benefits / Withholding

    By Guest britneyspears, August 2, 2005
    • 1 reply
    • 1.5k views
    • 
    • stevena
    • August 2, 2005

35. Top heavy determination

    By Sully, May 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • May 8, 2002

36. Can a 401(k) feature be added b/4 year end?

    By Guest Dash02, December 28, 2006
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • December 28, 2006

37. Redemption Fees - Taxable Amount?

    By Guest jvajj, January 16, 2004
    • 2 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • January 16, 2004

38. Top-paid Group

    By Guest CHRISTA, March 22, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 22, 2000

39. Benefits for Volunteer Firefighters

    By Guest Thornton, April 2, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 2, 1999

40. fixed match by grouping- possible?

    By pbarrett, June 2, 2004
    • 4 replies
    • 1.5k views
    • 
    • pbarrett
    • June 3, 2004

41. Owner opt out of receiving 401(a)?

    By Guest jusducki, December 11, 2006
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • December 11, 2006

42. Failure to forward deferrals

    By k man, April 19, 2000
    • 7 replies
    • 1.5k views
    • 
    • k man
    • April 24, 2000

43. Gap period income

    By John Feldt ERPA CPC QPA, March 5, 2008
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2008

44. 5500 question

    By k man, May 29, 2002
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • May 29, 2002

45. Old-school after tax vs. ACP Test

    By AlbanyConsultant, August 29, 2008
    • 2 replies
    • 1.5k views
    • 
    • ERISAnut
    • August 29, 2008

46. Name on Enrollment Form

    By Guest dusty, July 6, 2006
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • July 9, 2006

47. Coverage Failure - 401k

    By Guest RS182, July 6, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 6, 2009

48. Safe Harbor Contributions to Non-Existent Plan

    By Guest PJW, December 27, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 27, 2001

49. How are employees who terminated prior to the effective date of adding

    By John A, September 21, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 21, 2000

50. Reducing Safe Harbor Match

    By Guest Twinky, March 20, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 21, 2007