401(k) Plans

19,317 topics in this forum

1. Integrated Top Heavy P.S. Allocation

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

2. Plan Termination - Automatic Rollover

   By Guest Midas, May 11, 2005
   • 5 replies
   • 4.9k views
   • 
   • mbozek
   • May 12, 2005

3. 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

4. Average Benefits Test

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

5. 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

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

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

7. Puerto Rico tax law on Section 165 plans

   By Guest Jim Bender, February 15, 2001
   • 4 replies
   • 4.9k views
   • 
   • Steve72
   • August 17, 2001

8. Deferrals from Cafeteria Plan

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

9. Mutual Fund Expense Ratio = Indirect Compensation

   By austin3515, March 27, 2012
   • 28 replies
   • 4.9k views
   • 
   • Tom Poje
   • April 11, 2012

10. Accelerated eligibility/new employee not yet an HCE

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

11. Plan Termination Checklist

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

12. ER contribution to pension or medical?

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

13. Benefits, rights and features testing

    By Barbara, September 10, 2019   

    • tiered match non safe harbor plan
    • 4 replies
    • 4.9k views
    • 
    • Barbara
    • September 11, 2019

14. 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

15. top paid group election

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

16. Hardships -- Primary Residence Purchase

    By Guest erisafried, June 2, 2008
    • 4 replies
    • 4.9k views
    • 
    • Belgarath
    • June 2, 2008

17. Pension Transfer Trust Plan

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

18. substantially equal installments

    By Guest Mike Schwing, October 15, 2002
    • 6 replies
    • 4.9k views
    • 
    • lkpittman
    • October 21, 2002

19. offering hedge funds in a 401k

    By Guest xerty, June 8, 2008
    • 8 replies
    • 4.9k views
    • 
    • austin3515
    • February 6, 2013

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

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

21. 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

22. 401k loan default

    By Guest hsocwarren, March 26, 2007
    • 4 replies
    • 4.9k views
    • 
    • rcline46
    • March 26, 2007

23. Beneficiaries

    By Madison71, May 11, 2018
    • 32 replies
    • 4.9k views
    • 
    • RatherBeGolfing
    • May 17, 2018

24. determining when error is insignificant

    By AKconsult, December 23, 2010
    • 2 replies
    • 4.9k views
    • 
    • Belgarath
    • January 6, 2011

25. Waiver of waiting period for new participants

    By Guest trirod01, September 7, 2007
    • 2 replies
    • 4.9k views
    • 
    • QDROphile
    • September 8, 2007

26. 1000 Hour rule

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

27. Rollover/Transfer of 401K Funds

    By Guest John P., May 29, 2013   

    • 401K rollovers
    • direct 401k transfers
    • (and 1 more)

      Tagged with:

      • 401K rollovers
      • direct 401k transfers
      • IRS rollover documentation
    • 7 replies
    • 4.9k views
    • 
    • Appleby
    • June 3, 2013

28. Individual/solo 401k plan sequence number

    By BGLA, November 1, 2022
    • 13 replies
    • 4.9k views
    • 
    • NV
    • June 22, 2023

29. Plan Termination

    By Nassau, February 16, 2012
    • 13 replies
    • 4.9k views
    • 
    • MarZDoates
    • September 17, 2013

30. Safe Harbor Plan with different eligibility for Deferrals and Safe Harbor

    By Tom, September 11, 2023
    • 6 replies
    • 4.9k views
    • 
    • Mr Bagwell
    • September 11, 2023

31. Plan left a controlled group

    By calexbraska, July 24, 2018
    • 4 replies
    • 4.9k views
    • 
    • Tom Poje
    • July 25, 2018

32. Match formulas

    By Guest Peggy806, February 27, 2009
    • 22 replies
    • 4.9k views
    • 
    • Tom Poje
    • May 6, 2009

33. auto enrollment and rehires

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

34. disability payments in 401k

    By FJR, August 6, 2001
    • 3 replies
    • 4.9k views
    • 
    • MGB
    • August 6, 2001

35. Should I take a loan from my roth 401K plan and invest it?

    By wcrile, July 6, 2016
    • 10 replies
    • 4.9k views
    • 
    • Bill Presson
    • July 11, 2016

36. Safe Harbor Withdrawals 59 1/2

    By Guest Sbart62, March 2, 2006
    • 4 replies
    • 4.9k views
    • 
    • QDROphile
    • March 2, 2006

37. What earnings do I use?

    By richard, September 18, 1998
    • 1 reply
    • 4.9k views
    • 
    • Tom Poje
    • September 18, 1998

38. ADP Total Source As Co-Employer?

    By Guest merlin, December 16, 2005
    • 3 replies
    • 4.9k views
    • 
    • GBurns
    • December 16, 2005

39. How to take loan from 401(k) as owner of S corp and LLC

    By Guest alwilkins, July 6, 2000
    • 4 replies
    • 4.9k views
    • 
    • Anthony
    • September 23, 2019

40. Rental property owned by plan

    By doombuggy, July 25, 2006
    • 20 replies
    • 4.9k views
    • 
    • Guest
    • July 27, 2006

41. Are collectively bargained plans ever subject to ACP testing?

    By John A, May 15, 2000
    • 2 replies
    • 4.9k views
    • 
    • KJohnson
    • May 17, 2000

42. Does a QNEC also satisfy top heavy?

    By Guest Sponias, May 5, 2004
    • 1 reply
    • 4.9k views
    • 
    • Mike Preston
    • May 5, 2004

43. True-up Matching Contribution - Employment on Last Day Eligibility Requirement

    By rocknrolls2, October 9, 2009
    • 8 replies
    • 4.8k views
    • 
    • BG5150
    • October 12, 2009

44. LLC guaranteed payments - 401k deferrals from

    By Guest RS Vatalaro, January 20, 2000
    • 0 replies
    • 4.8k views
    • 
    • Guest
    • January 20, 2000

45. Vesting and Rehires

    By AJ North, January 31, 2013
    • 3 replies
    • 4.8k views
    • 
    • AJ North
    • February 1, 2013

46. Incentives to invest in Company stock under 401(k) plans?

    By Guest KevinGordon, January 19, 2001
    • 28 replies
    • 4.8k views
    • 
    • Guest
    • January 25, 2001

47. LLC / S-Corp Owner with Employees looking for 401k options

    By KGLO44, October 23, 2015
    • 6 replies
    • 4.8k views
    • 
    • austin3515
    • October 25, 2015

48. W-2 Compensation

    By Guest Dumb & Dumber, July 12, 2011
    • 7 replies
    • 4.8k views
    • 
    • 401 Chaos
    • October 9, 2012

49. What happens to my Non Elective Safe Harbor if I close my 401k?

    By s299908, December 23, 2020   

    • safe harbor
    • 401k
    • (and 4 more)

      Tagged with:

      • safe harbor
      • 401k
      • nonelective
      • withdraw
      • withdrawal
      • resignation
    • 3 replies
    • 4.8k views
    • 
    • imchipbrown
    • December 24, 2020

50. Last Day/1000 Hours Rule

    By justatester, January 10, 2011
    • 3 replies
    • 4.8k views
    • 
    • Tom Poje
    • January 10, 2011