401(k) Plans

19,275 topics in this forum

1. short plan year and deferrals

   By Guest JBarid, October 16, 2006
   • 6 replies
   • 5k views
   • 
   • Guest
   • October 17, 2006

2. 5305-SEP IRA and solo401k

   By jjface, March 25, 2015
   • 13 replies
   • 5k views
   • 
   • Bird
   • March 27, 2015

3. 5500 Reporting

   By Guest JB2, September 10, 1998
   • 1 reply
   • 5k views
   • 
   • Guest
   • September 10, 1998

4. question on prefunding 401(k)

   By AKconsult, June 23, 2011
   • 3 replies
   • 5k views
   • 
   • K2retire
   • June 23, 2011

5. latest info on eliminating 3% safe harbor mid year

   By Tom Poje, May 15, 2009
   • 29 replies
   • 5k views
   • 
   • Tom Poje
   • June 5, 2009

6. Pay in lieu of notice

   By 7806akp, December 27, 2016
   • 15 replies
   • 5k views
   • 
   • ETA Consulting LLC
   • December 29, 2016

7. Non Calendar Year 401k

   By DP, November 25, 2002
   • 5 replies
   • 5k views
   • 
   • kocak
   • November 26, 2002

8. How must a 404(a)(5) Notice be delivered?

   By ldr, August 10, 2018   

   • 404(a)(5)
   • disclosure
   • 12 replies
   • 5k views
   • 
   • RatherBeGolfing
   • January 5, 2020

9. Match based on check date vs pay period end date

   By khr, June 21, 2018   

   • match
   • pay period end date
   • (and 1 more)

     Tagged with:

     • match
     • pay period end date
     • check date
   • 6 replies
   • 4.9k views
   • 
   • Luke Bailey
   • June 22, 2018

10. Help - 5500EZ (Solo 401K) - $150K penalty notice CP 220

    By Help_5500EZ_150K, October 18, 2023
    • 19 replies
    • 4.9k views
    • 
    • 5500EZ Help Me
    • February 2, 2024

11. Can you eliminate QJSA under the new 411(d)(6) regs, even if QJSA is y

    By Guest Beth N, February 15, 2001
    • 16 replies
    • 4.9k views
    • 
    • Kirk Maldonado
    • October 23, 2002

12. Demutualization Proceeds

    By Disco Stu, November 12, 2002
    • 18 replies
    • 4.9k views
    • 
    • mbozek
    • January 13, 2003

13. Plan Responsibility for Beneficiary Designation

    By khn, May 5, 2014
    • 18 replies
    • 4.9k views
    • 
    • GMK
    • May 7, 2014

14. Puerto Rico 165(e) Plans - Consequences of No PR Determination Letter

    By rocknrolls2, March 14, 2006
    • 2 replies
    • 4.9k views
    • 
    • Guest
    • June 16, 2007

15. Safe Harbor Hardship Distribution and 409A

    By Randy Watson, February 12, 2008
    • 9 replies
    • 4.9k views
    • 
    • XTitan
    • April 4, 2018

16. Confused Self Directed Solo 401k Plan - Trust vs Custodial Account

    By SwimmingInBowelsOfERISA, January 8, 2016
    • 20 replies
    • 4.9k views
    • 
    • austin3515
    • January 12, 2016

17. After-tax contributions - how to contribute?

    By Guest paytaxesforusa, December 17, 2014
    • 14 replies
    • 4.9k views
    • 
    • Belgarath
    • April 28, 2015

18. Integrated Top Heavy P.S. Allocation

    By Lori H, September 30, 2008
    • 9 replies
    • 4.9k views
    • 
    • Mike Preston
    • October 3, 2008

19. Escheating Money To The State For Lost Participant

    By Guest Maloneyl, September 30, 1998
    • 1 reply
    • 4.9k views
    • 
    • Guest
    • October 5, 1998

20. Compensation for SHNE 401(k) plan

    By Craig Garner, June 15, 2015
    • 4 replies
    • 4.9k views
    • 
    • QDROphile
    • June 16, 2015

21. Confidentiality of Retirement Benefits

    By Guest Ella, October 3, 2001
    • 8 replies
    • 4.9k views
    • 
    • Kirk Maldonado
    • October 5, 2001

22. Hardship Withdrawal from Rollover Source

    By Guest sroenigk, February 4, 2003
    • 9 replies
    • 4.9k views
    • 
    • E as in ERISA
    • February 5, 2003

23. ADP test failed but HCE already has rolled over his account to an IRA

    By Brenda Wren, July 15, 2000
    • 1 reply
    • 4.9k views
    • 
    • MWeddell
    • July 17, 2000

24. Accelerated eligibility/new employee not yet an HCE

    By preErisa, December 15, 2003
    • 35 replies
    • 4.9k views
    • 
    • Mike Preston
    • December 18, 2003

25. Employer uses "lottery" to select HCEs who must stop making

    By Guest SJPrince, October 5, 2000
    • 30 replies
    • 4.9k views
    • 
    • Guest
    • October 24, 2000

26. Re-amortizing 401(k) loans is no longer permitted

    By Guest Spock, April 1, 2014   

    • 401(k) loan
    • 3 replies
    • 4.9k views
    • 
    • K2retire
    • April 2, 2014

27. Self-Employed Salary deduction

    By Guest Gary Tencer, September 10, 1998
    • 3 replies
    • 4.9k views
    • 
    • Guest
    • September 11, 1998

28. forfeiture of account due to fraud

    By Scuba 401, August 17, 2011
    • 11 replies
    • 4.9k views
    • 
    • Peter Gulia
    • October 6, 2011

29. Plan Termination Checklist

    By Guest CoffeePlease24, October 26, 2012
    • 9 replies
    • 4.9k views
    • 
    • Guest
    • December 17, 2012

30. Converting PS to New Comp

    By Guest MMorgan, September 10, 1998
    • 5 replies
    • 4.9k views
    • 
    • Lorraine Dorsa
    • September 12, 1998

31. Deferrals from Cafeteria Plan

    By rcline46, September 6, 2007
    • 5 replies
    • 4.9k views
    • 
    • CTipper
    • September 16, 2007

32. Pension Transfer Trust Plan

    By PAL, January 28, 2008
    • 2 replies
    • 4.9k views
    • 
    • david rigby
    • January 28, 2008

33. Average Benefits Test

    By CLE401kGuy, February 19, 2013
    • 13 replies
    • 4.9k views
    • 
    • chc93
    • February 25, 2013

34. Minimum Age Requirement

    By SRP, October 16, 2007
    • 11 replies
    • 4.9k views
    • 
    • ak2ary
    • October 18, 2007

35. Rollover from International Plan

    By Guest Mst Shake, July 29, 2008
    • 4 replies
    • 4.9k views
    • 
    • Appleby
    • August 1, 2008

36. top paid group election

    By PensionNewbee, May 12, 2004
    • 14 replies
    • 4.9k views
    • 
    • RTK
    • May 13, 2004

37. Sub-S Stock in 401(k) Plan

    By Guest Thornton, October 23, 2009
    • 9 replies
    • 4.9k views
    • 
    • Guest
    • February 1, 2011

38. "Signature" Feature in Adobe and other PDF software

    By austin3515, March 3, 2021
    • 10 replies
    • 4.9k views
    • 
    • Luke Bailey
    • March 3, 2021

39. 1000 Hour rule

    By Guest awallace, April 12, 2000
    • 1 reply
    • 4.9k views
    • 
    • Guest
    • April 12, 2000

40. Spouse designations upon divorce.

    By dragondon, October 10, 2022
    • 12 replies
    • 4.9k views
    • 
    • Luke Bailey
    • October 17, 2022

41. auto enrollment and rehires

    By K2retire, October 17, 2012
    • 3 replies
    • 4.9k views
    • 
    • BG5150
    • October 18, 2012

42. ER contribution to pension or medical?

    By CO Bank, June 28, 2007
    • 20 replies
    • 4.9k views
    • 
    • Don Levit
    • July 3, 2007

43. 402g Limit exceeded where QNEC is used to fund missed contributions

    By legort69, May 31, 2016
    • 6 replies
    • 4.9k views
    • 
    • Loves401(k)
    • March 8, 2018

44. HC Participant refuses to cash ADP refund checks

    By Belgarath, April 2, 2015
    • 13 replies
    • 4.8k views
    • 
    • BG5150
    • November 17, 2020

45. Rule of Parity

    By austin3515, November 17, 2020
    • 6 replies
    • 4.8k views
    • 
    • Bird
    • November 19, 2020

46. Safe Harbor Withdrawals 59 1/2

    By Guest Sbart62, March 2, 2006
    • 4 replies
    • 4.8k views
    • 
    • QDROphile
    • March 2, 2006

47. determining when error is insignificant

    By AKconsult, December 23, 2010
    • 2 replies
    • 4.8k views
    • 
    • Belgarath
    • January 6, 2011

48. Plan Termination - Automatic Rollover

    By Guest Midas, May 11, 2005
    • 5 replies
    • 4.8k views
    • 
    • mbozek
    • May 12, 2005

49. Match formulas

    By Guest Peggy806, February 27, 2009
    • 22 replies
    • 4.8k views
    • 
    • Tom Poje
    • May 6, 2009

50. Dual-Qualified Plan In Puerto Rico

    By metsfan026, August 26, 2022
    • 6 replies
    • 4.8k views
    • 
    • Peter Gulia
    • September 8, 2022