401(k) Plans

19,275 topics in this forum

1. Proposed Roth 401(k) and federal employees

   By Guest KJoseph, September 12, 2000
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • September 12, 2000

2. eligibility for employee who was in a class not eligible to participate

   By Guest scamacho, February 8, 2005
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • February 15, 2005

3. Safe Harbor Match and other qualified plan

   By Guest Joanne Davey, February 27, 2012
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • February 27, 2012

4. Chapter 13 bankruptcy. Can an employee still contribute to the plan as well as make loan payments?

   By Guest Cookiemonster, September 25, 2003
   • 3 replies
   • 1.5k views
   • 
   • Harwood
   • September 26, 2003

5. Excise Tax for Nondeductible (Excess) Contributions

   By Purplemandinga, September 27, 2018
   • 5 replies
   • 1.5k views
   • 
   • Larry Starr
   • September 28, 2018

6. Safe Harbor Plan and calculation of match

   By 30Rock, January 2, 2013
   • 2 replies
   • 1.5k views
   • 
   • 30Rock
   • January 15, 2013

7. Loan repayments

   By rlb64, December 16, 2004
   • 4 replies
   • 1.5k views
   • 
   • austin3515
   • December 17, 2004

8. Plan Expenses

   By Guest Ralph, July 16, 2001
   • 1 reply
   • 1.5k views
   • 
   • rcline46
   • July 16, 2001

9. solo LLC wants 2 401k plans

   By doombuggy, June 12, 2023
   • 13 replies
   • 1.5k views
   • 
   • ESOP Guy
   • June 14, 2023

10. Correcting 401a4 - Gateway for corrections?

    By Guest chris4013, July 21, 2005
    • 2 replies
    • 1.5k views
    • 
    • Archimage
    • July 22, 2005

11. Earned Income & Forfeitures

    By austin3515, March 23, 2006
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • March 24, 2006

12. Safe harbor design

    By Guest Christie Banks, August 30, 2001
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • August 31, 2001

13. Participant Loan - IRA Rollover

    By Guest dhoefer, March 23, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 24, 2004

14. 401(k) Small Employer - 4 F/T employees

    By Guest, August 25, 1999
    • 4 replies
    • 1.5k views
    • 
    • MWeddell
    • September 1, 1999

15. Fiduciary Training

    By Guest benefitsanalyst, April 14, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 19, 2004

16. Profit Sharing for owner who is the only eligible participant

    By Alex Daisy, September 16, 2009
    • 12 replies
    • 1.5k views
    • 
    • Guest
    • September 23, 2009

17. What counts towards making the 3% min TopHeavy contrib

    By Guest SJPrince, June 29, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • June 30, 2001

18. Minority Law partner and Self Employed consultant

    By RayJJohnsonJr, April 7, 2010
    • 8 replies
    • 1.5k views
    • 
    • Jim Chad
    • April 13, 2010

19. Company Stock Intraday Trading

    By Guest btooz, January 21, 2003
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • January 22, 2003

20. penaly tax for late 401K deposits

    By Guest ANITAO, June 6, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 6, 2000

21. Plan Expenses

    By Guest PTWIN, April 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • April 9, 2001

22. Missing Participants/Terminated Plan

    By Guest Frank Jackson, December 6, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 6, 1999

23. New auto enroll set up

    By pmacduff, March 24, 2015
    • 3 replies
    • 1.5k views
    • 
    • K2retire
    • March 25, 2015

24. 403b closing 401k startup same employer

    By Sixers, June 30, 2018   

    • 403b
    • termination
    • (and 1 more)

      Tagged with:

      • 403b
      • termination
      • rollover
    • 1 reply
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • July 2, 2018

25. Ineligible Ptp makes 401(k) conts and taxation

    By buckaroo, February 16, 2005
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • February 18, 2005

26. Fully Vest Term'd EEs Non-vested Bals?

    By Guest cole stevenson, August 28, 2000
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • August 31, 2000

27. Short Plan Year - Minimum months required?

    By KTB, December 18, 2013
    • 3 replies
    • 1.5k views
    • 
    • KTB
    • December 19, 2013

28. Plan spin-off - employee doesn't want his plan balance spun off to new

    By Guest RS Vatalaro, December 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 21, 1999

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. Hardship Amount Available?

    By rr_sphr, June 13, 2019
    • 6 replies
    • 1.5k views
    • 
    • Pam Shoup
    • June 14, 2019

31. Successor 401(k) Plan

    By mschwechter, November 10, 2004
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • November 10, 2004

32. Davis-Bacon 401(k) plan

    By Guest jreed@e-apc.com, September 26, 2013   

    • Prevailing Wage
    • 3 replies
    • 1.5k views
    • 
    • PensionPro
    • September 30, 2013

33. Non spouse beneficiaries

    By Guest LSULLIVAN, May 25, 2007
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • May 27, 2007

34. Rollover voluntary after tax to Roth?

    By Jim Chad, April 18, 2013
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • April 18, 2013

35. Excluding Partners

    By Guest moltengater, October 27, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 29, 2006

36. Reliance on determination letter

    By Guest VEBA Las Vegas, August 3, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 3, 2004

37. 401(k) Plan with Employer Securities: diversification notice required?

    By Guest Troy S., September 11, 2007
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • September 13, 2007

38. Loan provision with c-corp law firm

    By Guest S FISCHER, January 16, 2002
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • January 16, 2002

39. combining ADP/ACP to pass test

    By KoolLady4, February 9, 2004
    • 2 replies
    • 1.5k views
    • 
    • KoolLady4
    • February 9, 2004

40. 401(k) Election Form 404(c) Compliance

    By Guest fatcatsplat, October 8, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 8, 2009

41. ADP and fiscal year

    By Guest moosegirl, August 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • R. Butler
    • August 29, 2003

42. Excruciating Minutiae

    By austin3515, March 12, 2009
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • March 14, 2009

43. 401(k) deferrals exceed plan limit

    By Guest SPOT, February 25, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 25, 2002

44. QSLOB Testing with Multiple Plans

    By LarryDavid, July 18, 2023
    • 2 replies
    • 1.5k views
    • 
    • LarryDavid
    • July 19, 2023

45. Participant Loans

    By austin3515, August 25, 2004
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • August 25, 2004

46. effective date

    By wsp, March 13, 2003
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • March 17, 2003

47. I made a DUMB mistake and wonder if anybody has any ideas for saving my butt?

    By RayJJohnsonJr, September 4, 2009
    • 5 replies
    • 1.5k views
    • 
    • MWeddell
    • September 8, 2009

48. benefits, rights and features?

    By thepensionmaven, July 5, 2018
    • 8 replies
    • 1.5k views
    • 
    • MWeddell
    • July 26, 2018

49. Controlled Group and document

    By cpc0506, April 26, 2010
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • April 26, 2010

50. 3% Non-Elective Safe Harbor Contribution and Re-Hired E/ee

    By chris, December 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 28, 2001