401(k) Plans

19,321 topics in this forum

1. Death of Plan Sponsor

   By Guest mwozniacki, September 8, 2004
   • 1 reply
   • 1.5k views
   • 
   • mbozek
   • September 9, 2004

2. employee and employer contribution

   By thepensionmaven, May 28, 2025
   • 6 replies
   • 1.5k views
   • 
   • Paul I
   • June 1, 2025

3. Roth Catch-Up Contribution

   By khn, July 19, 2023
   • 9 replies
   • 1.5k views
   • 
   • bito'money
   • July 21, 2023

4. 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

5. Amending Discretionary Match

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

6. Does a disclaimer revive a beneficiary designation

   By EMB, June 30, 2022
   • 7 replies
   • 1.5k views
   • 
   • EMB
   • July 6, 2022

7. 401(k) into a Roth IRA

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

8. Excess deferrals

   By rlb64, March 20, 2006
   • 5 replies
   • 1.5k views
   • 
   • rlb64
   • March 20, 2006

9. SECURE 2.0 Roth Catch-up - Automatic Spillover

   By Gruegen, June 23, 2023
   • 6 replies
   • 1.5k views
   • 
   • Peter Gulia
   • June 27, 2023

10. 5500 Reporting for Self Directed Accounts

    By Guest JCatt, March 27, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 27, 2002

11. ADP Safe Harbor But Not ACP - Will this work?

    By austin3515, August 10, 2020
    • 6 replies
    • 1.5k views
    • 
    • MWeddell
    • August 11, 2020

12. PLAN SPONSORS PARTING WAYS

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

13. Plan Reimbursement of Plan Sponsor

    By Jeff Kirtner, June 4, 2003
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • June 4, 2003

14. QDROs Benefits Accrued

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

15. Severance employer contributions?

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

16. 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

17. Individual K

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

18. Top heavy determination

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

19. ADP Test - Employer Sponsors 2 Plans

    By JBones, March 11, 2014
    • 4 replies
    • 1.5k views
    • 
    • JBones
    • March 11, 2014

20. Loss of controlled group status/timing of spin-off for prototype plan?

    By Dawn Hafner, June 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • June 18, 2000

21. Name on Enrollment Form

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

22. Normal retirement: service vs participation years for vesting

    By pmacduff, August 23, 2022
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • August 24, 2022

23. Coverage Failure - 401k

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

24. Notification rules for plan transfer

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

25. Safe Harbor 401(k) Question

    By Guest tgraham, December 27, 2006
    • 3 replies
    • 1.5k views
    • 
    • Leopurrd
    • December 27, 2006

26. Plan Termination and ADP/ACP test

    By buckaroo, October 31, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 1, 2007

27. Non-Profit wanting to make ER Contribution

    By Guest GinaD, September 16, 2013   

    • profit sharing
    • nonprofit
    • (and 2 more)

      Tagged with:

      • profit sharing
      • nonprofit
      • bonus
      • grants
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 2013

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

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

29. K-1 with no earnings from SE but includes W2 compensation

    By AS TPA, April 4, 2019
    • 4 replies
    • 1.5k views
    • 
    • AS TPA
    • April 4, 2019

30. May an employer design a plan with no payout until normal retirement age?

    By Peter Gulia, June 20, 2024
    • 17 replies
    • 1.5k views
    • 
    • Peter Gulia
    • June 23, 2024

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

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

32. Investment in CAnadian gold Coins

    By jkharvey, February 17, 2011
    • 7 replies
    • 1.5k views
    • 
    • masteff
    • February 19, 2011

33. Loss of controlled group status.

    By Guest Bingha, May 1, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2000

34. LUMP SUM TO REHIRED PARTICIPANT

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

35. SPDs

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

36. 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

37. 5500 question

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

38. 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

39. Rollover but not participant

    By Guest Fred Maynard, February 14, 2005
    • 5 replies
    • 1.5k views
    • 
    • actuarysmith
    • February 15, 2005

40. 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

41. Safe Harbor Contributions to Non-Existent Plan

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

42. Redemption Fees - Taxable Amount?

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

43. My company is starting a 401k plan.

    By Guest Blowout, December 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 9, 1999

44. Employer Match to 3% Safe Harbor

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

45. Bush's new plan. Repeal of Top-Heavy?

    By KJohnson, January 30, 2003
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • January 30, 2003

46. 52-53 week year

    By Guest Diane DuFresne, October 9, 2001
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 10, 2001

47. Multiple Employer Groups

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

48. Form 1099R & MRD

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

49. Common ownership

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

50. Incorrect Match Refund Timing

    By Guest DennisT, February 17, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 18, 2000