401(k) Plans

19,334 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. Converting PS to New Comp

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

3. Safe Harbor Hardship Distribution and 409A

   By Randy Watson, February 12, 2008
   • 9 replies
   • 5k views
   • 
   • XTitan
   • April 4, 2018

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

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

5. Average Benefits Test

   By CLE401kGuy, February 19, 2013
   • 13 replies
   • 5k views
   • 
   • chc93
   • February 25, 2013

6. Self-Employed Salary deduction

   By Guest Gary Tencer, September 10, 1998
   • 3 replies
   • 5k views
   • 
   • Guest
   • September 11, 1998

7. question on prefunding 401(k)

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

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

   By austin3515, March 3, 2021
   • 10 replies
   • 5k views
   • 
   • Luke Bailey
   • March 3, 2021

9. Non Calendar Year 401k

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

10. Partial Distributions No Longer Valid ?

    By KazzaDoom, November 30, 2018   

    • 401k
    • qdro
    • (and 2 more)

      Tagged with:

      • 401k
      • qdro
      • distribution
      • withdraw
    • 12 replies
    • 5k views
    • 
    • Larry Starr
    • December 1, 2018

11. Hardships -- Primary Residence Purchase

    By Guest erisafried, June 2, 2008
    • 4 replies
    • 5k views
    • 
    • Belgarath
    • June 2, 2008

12. ER contribution to pension or medical?

    By CO Bank, June 28, 2007
    • 20 replies
    • 5k views
    • 
    • Don Levit
    • July 3, 2007

13. Mutual Fund Expense Ratio = Indirect Compensation

    By austin3515, March 27, 2012
    • 28 replies
    • 5k views
    • 
    • Tom Poje
    • April 11, 2012

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

    By Guest Spock, April 1, 2014   

    • 401(k) loan
    • 3 replies
    • 5k views
    • 
    • K2retire
    • April 2, 2014

15. Individual/solo 401k plan sequence number

    By BGLA, November 1, 2022
    • 13 replies
    • 5k views
    • 
    • NV
    • June 22, 2023

16. Integrated Top Heavy P.S. Allocation

    By Lori H, September 30, 2008
    • 9 replies
    • 5k views
    • 
    • Mike Preston
    • October 3, 2008

17. Beneficiaries

    By Madison71, May 11, 2018
    • 32 replies
    • 5k views
    • 
    • RatherBeGolfing
    • May 17, 2018

18. 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

19. offering hedge funds in a 401k

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

20. 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

21. Deferrals from Cafeteria Plan

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

22. Plan left a controlled group

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

23. substantially equal installments

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

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. 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
    • 4.9k views
    • 
    • imchipbrown
    • December 24, 2020

26. top paid group election

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

27. Can the cash value of a life insurance policy be rolled over to a 401K?

    By Scott Reed, October 4, 2024   

    • life insurance
    • rollovers
    • (and 1 more)

      Tagged with:

      • life insurance
      • rollovers
      • 401k
    • 3 replies
    • 4.9k views
    • 
    • Bruce1
    • October 4, 2024

28. disability payments in 401k

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

29. Is Spousal Consent Required for All Distributions From A DC Plan?

    By metsfan026, August 5, 2022
    • 17 replies
    • 4.9k views
    • 
    • david rigby
    • August 9, 2022

30. 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

31. 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

32. Plan Termination Checklist

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

33. Waiver of waiting period for new participants

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

34. 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

35. Pension Transfer Trust Plan

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

36. Two Deductions From Gross Pay For Matching Contribution?

    By Guest jbergstrom, April 23, 2008
    • 5 replies
    • 4.9k views
    • 
    • JanetM
    • April 24, 2008

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

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

38. determining when error is insignificant

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

39. timing of 401k deposits

    By pmacduff, June 23, 2006
    • 7 replies
    • 4.9k views
    • 
    • Mike Preston
    • June 26, 2006

40. Plan Termination

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

41. W-2 Compensation

    By Guest Dumb & Dumber, July 12, 2011
    • 7 replies
    • 4.9k views
    • 
    • 401 Chaos
    • October 9, 2012

42. ADP Total Source As Co-Employer?

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

43. Match formulas

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

44. Yet Another 404(a)(5) Thread for Recordkeepers

    By Gadgetfreak, August 3, 2012
    • 28 replies
    • 4.9k views
    • 
    • Gadgetfreak
    • August 8, 2012

45. 1000 Hour rule

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

46. Rental property owned by plan

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

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

    By Guest KevinGordon, January 19, 2001
    • 28 replies
    • 4.9k views
    • 
    • Guest
    • January 25, 2001

48. Military Leave

    By Guest At Peace, March 3, 2003
    • 16 replies
    • 4.9k views
    • 
    • Belgarath
    • April 14, 2003

49. Vacation Time A taxable fringe??

    By austin3515, June 28, 2016
    • 17 replies
    • 4.9k views
    • 
    • Belgarath
    • January 15, 2025

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

    By rocknrolls2, October 9, 2009
    • 8 replies
    • 4.9k views
    • 
    • BG5150
    • October 12, 2009