401(k) Plans

19,321 topics in this forum

1. Is an endorsed check a legally enforceable agreement against borrower from "paperless" 401(k) plan?

   By Guest oscar, June 30, 2004
   • 6 replies
   • 3k views
   • 
   • MoJo
   • July 2, 2004

2. Is an SMM required

   By cpc0506, July 18, 2013
   • 14 replies
   • 4.7k views
   • 
   • ForksnKnives
   • July 22, 2013

3. Is anyone on the message board affiliated with ASPPA?

   By stevena, September 21, 2005
   • 12 replies
   • 1.8k views
   • 
   • Appleby
   • October 1, 2005

4. Is Contribution due for ex- partner?

   By Guest Renegade, March 21, 2002
   • 1 reply
   • 1.3k views
   • 
   • Archimage
   • March 21, 2002

5. Is corrective QNEC counted in 402(g) limit?

   By Loves401(k), March 7, 2018
   • 4 replies
   • 4.8k views
   • 
   • CJ Allen
   • March 12, 2018

6. Is current year ADP election tied to GUST RAP?

   By Kathy, December 11, 2002
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • December 19, 2002

7. Is default at the end of the 5 year loan period or the end of the grace period if later?

   By 30Rock, March 2, 2018
   • 12 replies
   • 2.4k views
   • 
   • Bird
   • March 7, 2018

8. Is distribution of excess annual additions included in ADP test?

   By Richard Anderson, September 5, 2000
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • September 14, 2000

9. Is distribution without a distributable event a PT?

   By jkharvey, September 23, 2010
   • 1 reply
   • 1.2k views
   • 
   • KMG77
   • September 27, 2010

10. Is early retirement age a distributable event?

    By ErisaGeek, July 10, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • July 10, 2003

11. Is Employee in the ADP test?

    By Lynn Campbell, March 16, 2000
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • March 17, 2000

12. Is employee of joint venture treated as an HCE if Compensation Less Th

    By Guest Edward McElroy, March 17, 1999
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • March 18, 1999

13. Is employee terminated for rollover if still part time?

    By CKR, April 17, 2020
    • 12 replies
    • 2k views
    • 
    • david rigby
    • April 18, 2020

14. Is employer/plan sponsor required to permit deferrals past age 70.5

    By Guest kprhok, August 14, 2007
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • August 14, 2007

15. Is employers 401k deduction calculated properly?

    By Guest davida, March 24, 2001
    • 9 replies
    • 30.7k views
    • 
    • rcline46
    • April 4, 2001

16. Is Federal Tax withholding required on RMD?

    By Tom, October 10, 2024
    • 3 replies
    • 1.5k views
    • 
    • Lou S.
    • October 10, 2024

17. Is Form 5500 Due In Year 1 If No Contributions Made?

    By Stash026, October 15, 2020
    • 4 replies
    • 738 views
    • 
    • CuseFan
    • October 15, 2020

18. Is H-1B Status a nonresident alien

    By karl, January 25, 2024
    • 3 replies
    • 844 views
    • 
    • karl
    • January 25, 2024

19. Is he a more than 5% owner?

    By Soundbc1, February 12, 2024
    • 6 replies
    • 1.5k views
    • 
    • Peter Gulia
    • February 12, 2024

20. Is he an HCE for the 1999 ADP test?

    By richard, July 12, 1999
    • 4 replies
    • 1.7k views
    • 
    • LCARUSI
    • July 14, 1999

21. Is Interest On Late Contributions Needed?

    By metsfan026, November 9, 2022
    • 2 replies
    • 851 views
    • 
    • Belgarath
    • November 10, 2022

22. is investment managed by money manager considered brokerage window?

    By Tina W, August 23, 2012
    • 4 replies
    • 958 views
    • 
    • Tina W
    • August 25, 2012

23. Is IRS being Stupid? Form 945 Issue

    By justanotheradmin, January 25, 2016   

    • Form 945
    • IRS
    • 21 replies
    • 5.9k views
    • 
    • DPL
    • February 26, 2019

24. Is it a plan termination or a takeover plan?

    By Guest Michael Anderson, January 9, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2002

25. Is it a prohibited transaction?

    By Guest And another thing ..., February 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 1, 2002

26. Is it a Short Plan Year?

    By Guest Phineas, October 28, 2011
    • 2 replies
    • 902 views
    • 
    • 12AX7
    • October 28, 2011

27. Is it allowable to have a match provided to only first year employees?

    By 401king, April 25, 2012
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • April 25, 2012

28. Is it an RMD if taken before the RBD?

    By MrKnowItLittle, February 4, 2015
    • 16 replies
    • 2.6k views
    • 
    • mbozek
    • February 6, 2015

29. Is it better to liquidate a 401a or 401k?

    By Guest AgentM, August 4, 2008
    • 2 replies
    • 1.6k views
    • 
    • GBurns
    • August 4, 2008

30. Is it clear that compensation under 404 includes compensation for the

    By John A, October 7, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 7, 1999

31. Is it discriminatory in a self-directed plan to offer an investment wi

    By Guest Tara Curran, March 28, 2001
    • 3 replies
    • 1.9k views
    • 
    • actuarysmith
    • April 2, 2001

32. Is it more common to calculate an employer matching contribution on a

    By card, November 29, 2000
    • 21 replies
    • 8.5k views
    • 
    • wmyer
    • December 5, 2000

33. Is it OK not to take out 401(k) contributions if paycheck is small?

    By richyboycaldo, July 27, 2021
    • 4 replies
    • 1.4k views
    • 
    • 401king
    • July 28, 2021

34. Is it okay for a plan’s investment menu to include a non-diversified alternative?

    By Peter Gulia, November 7, 2018   

    • erisa 404(c)
    • 11 replies
    • 2.1k views
    • 
    • 401 Chaos
    • November 14, 2018

35. Is it okay to delay the deposit of elective deferrals if TPA says that their fees will increase if deposits are made more frequently?

    By katieinny, April 6, 2005
    • 17 replies
    • 3k views
    • 
    • RCK
    • April 15, 2005

36. Is it or isn't it...?

    By Ervin Barham, May 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • May 8, 2001

37. Is it permissible to have EACA for only one type of compensation, such as bonus?

    By jkharvey, November 24, 2015
    • 2 replies
    • 754 views
    • 
    • Tom Poje
    • October 24, 2017

38. Is it permissible to net matching contributions for 415 limits?

    By John A, February 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • John A
    • February 22, 2000

39. Is it possible to amend a plan to remove the Joint Survivor Annuity?

    By Guest Sara H, February 3, 1999
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • February 8, 1999

40. Is it possible to defer the maximum 402(g) limit twice if you work for two separate employers?

    By Guest RMPension, March 24, 2005
    • 4 replies
    • 1.4k views
    • 
    • K-t-F
    • March 25, 2005

41. Is it possible to do anything when "pre-test" indicates ADP

    By John A, November 29, 1999
    • 17 replies
    • 2.6k views
    • 
    • Guest
    • December 3, 1999

42. Is it possible to have an account distributed while waiting for divorce proceedings to start

    By Guest jkrad, September 24, 2004
    • 3 replies
    • 1.3k views
    • 
    • GBurns
    • September 25, 2004

43. Is it possible to make a true-up contribution in a plan with a payroll by payroll computation period?

    By Zach Del, February 21, 2023
    • 5 replies
    • 2.3k views
    • 
    • Paul I
    • February 28, 2023

44. Is it possible to withdraw 401K funds prior to retirement?

    By Guest Carl C, May 23, 2001
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • May 23, 2001

45. Is it Practicing Law?

    By austin3515, August 16, 2017
    • 24 replies
    • 3.2k views
    • 
    • Old Benefits Dog
    • August 23, 2017

46. Is it still a safe harbor plan if the employer hasn't deposited the contribution?

    By Guest Boilerburm, January 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • January 22, 2004

47. Is it wise to rollover a 401K to an IRA if terminating employment?

    By Guest Mountain Man, August 23, 2000
    • 15 replies
    • 4.3k views
    • 
    • Guest
    • August 31, 2000

48. Is January 2nd the Real Amendment Deadline?

    By namealreadyinuse, December 27, 2006
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • December 28, 2006

49. Is K1 Partner an Employee for Testing Purposes

    By Rich L. Mayer, May 5, 2010
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • May 5, 2010

50. Is leaving for an employer’s non-US affiliate a severance-from-employment?

    By Peter Gulia, July 1, 2022   

    • severance-from-employment
    • 3 replies
    • 628 views
    • 
    • CuseFan
    • July 5, 2022