401(k) Plans

19,334 topics in this forum

1. 402(g) Limit

   By Fisher, November 30, 2010
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • November 30, 2010

2. Adding "11th Hour" 401(k) Arrangement

   By SMB, November 1, 2011
   • 3 replies
   • 1.1k views
   • 
   • SMB
   • November 8, 2011

3. Single-member LLC: how to report owner's 401(k) deferrals to IRS?

   By UM1234, September 29, 2014
   • 3 replies
   • 1.6k views
   • 
   • UM1234
   • October 1, 2014

4. US Based Employer With Employees In PR

   By 401kFun, March 29, 2022
   • 3 replies
   • 1k views
   • 
   • Jean Karlo
   • April 1, 2022

5. Top-Heavy correction

   By Guest cascigm, July 13, 1999
   • 3 replies
   • 1.8k views
   • 
   • david rigby
   • July 15, 1999

6. EPCRS de minimis amount - excess contribution

   By krw, October 25, 2022
   • 3 replies
   • 668 views
   • 
   • krw
   • December 1, 2022

7. ROI on increasing 401(k)participation

   By Guest weslie kary, February 25, 2000
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • February 25, 2000

8. Tax Withholding on Corrective Distributions

   By davef, February 23, 2001
   • 3 replies
   • 5.9k views
   • 
   • Guest
   • May 15, 2001

9. Hardship Distributions and HIPAA

   By Guest blaum8, August 15, 2003
   • 3 replies
   • 3.3k views
   • 
   • ccassetty
   • August 15, 2003

10. Where can I find prime rate for 401(k) loans?

    By Guest Blueglass, December 2, 2003
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 3, 2003

11. Agents on commission only, how to calculate hours of service?

    By Guest IRaceTA, July 9, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 9, 2004

12. New Hardship Reasons

    By J. Bringhurst, December 21, 2006
    • 3 replies
    • 1.8k views
    • 
    • J. Bringhurst
    • December 22, 2006

13. First Universal Health Insurance-Now Universal 401ks

    By goldtpa, January 21, 2010
    • 3 replies
    • 993 views
    • 
    • K2retire
    • January 27, 2010

14. Change to an Excluded Class

    By Guest andmik, June 11, 2010
    • 3 replies
    • 2.5k views
    • 
    • Mike Preston
    • June 11, 2010

15. Trasition Rule under 410(b)(6)(c)

    By RRB, January 26, 2012
    • 3 replies
    • 1.3k views
    • 
    • RRB
    • February 1, 2012

16. Entry date - rehired employee

    By mrslappywhite, December 14, 2015   

    • eligibility
    • rehire
    • (and 1 more)

      Tagged with:

      • eligibility
      • rehire
      • plan entry
    • 3 replies
    • 4.1k views
    • 
    • mrslappywhite
    • December 15, 2015

17. Fee for benchmarking study a settlor expense?

    By Sabrina1, June 18, 2018
    • 3 replies
    • 938 views
    • 
    • Bird
    • June 20, 2018

18. Lost 401K Company Match

    By Millie, December 16, 2020
    • 3 replies
    • 693 views
    • 
    • Patricia Neal Jensen
    • December 17, 2020

19. Safe Harbor 401(k)

    By Guest rshawlaw, February 7, 1999
    • 3 replies
    • 1.5k views
    • 
    • MWeddell
    • February 9, 1999

20. Off Calendar Plans and Roth Catchup 2.0 Requirement

    By justatester, July 21, 2023
    • 3 replies
    • 720 views
    • 
    • Gilmore
    • July 24, 2023

21. Match computation period issue

    By Zach Del, January 26, 2024
    • 3 replies
    • 988 views
    • 
    • Zach Del
    • February 19, 2024

22. Secure 2.0 - Document / Qualification Issues after 1/1/25?

    By Leopurrd-401k, September 24, 2024
    • 3 replies
    • 722 views
    • 
    • Ecianas
    • September 28, 2024

23. Disability and rollovers

    By Brian Gallagher, May 30, 2002
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • January 15, 2003

24. Catch up Contributions in Failed ADP Test

    By Guest KMP, July 28, 2003
    • 3 replies
    • 2k views
    • 
    • E as in ERISA
    • July 28, 2003

25. Pension -PBCG

    By Guest DDDlump, August 15, 2003
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • August 15, 2003

26. Undisclosed Employee-Paid Fees

    By Guest cstroble, April 6, 2004
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 7, 2004

27. ADP returns for union/nonunion tests

    By Guest anne1, January 11, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • January 11, 2006

28. changing Lump sum distribution to rollover distribution

    By cpc0506, October 4, 2010
    • 3 replies
    • 1k views
    • 
    • masteff
    • October 4, 2010

29. Self-Correction

    By Belgarath, January 28, 2013   

    • Catch-up eligible
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • January 28, 2013

30. Single Employers with Multiple Small Plans - Audit Required??

    By Guest CMDunn, October 13, 2013   

    • audit
    • multiple plans
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • October 14, 2013

31. Missing participant is deceased

    By JKW, November 17, 2014
    • 3 replies
    • 1.1k views
    • 
    • JKW
    • November 20, 2014

32. Section 404 limits.

    By Guest Thornton, July 7, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • July 16, 1999

33. Deduct Next Year Deferrals This Year

    By Guest Michael Spaid, November 12, 1999
    • 3 replies
    • 1.4k views
    • 
    • LCARUSI
    • November 16, 1999

34. Lost Participant Search Service

    By Gadgetfreak, July 19, 2024
    • 3 replies
    • 906 views
    • 
    • ESOP Guy
    • July 22, 2024

35. Cite for not being able to require 2 years for eligibility for safe-ha

    By John A, October 19, 2000
    • 3 replies
    • 1.7k views
    • 
    • Bill Berke
    • November 3, 2000

36. 401(k) Advance Contributions

    By Guest ccipeter, December 26, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • December 27, 2000

37. Additional non-elective contributions in a safe harbor 401(k)

    By KateSmithPA, April 6, 2001
    • 3 replies
    • 1.7k views
    • 
    • Richard Anderson
    • April 6, 2001

38. Segregated Accounts

    By Guest MNR, November 8, 2001
    • 3 replies
    • 2.6k views
    • 
    • Lynn Campbell
    • November 8, 2001

39. Proposed Loan and Multiple Loan

    By Guest lforesz, November 7, 2002
    • 3 replies
    • 1.3k views
    • 
    • R. Butler
    • November 8, 2002

40. Plan Document?

    By Jilliandiz, May 17, 2005
    • 3 replies
    • 1.6k views
    • 
    • E as in ERISA
    • May 18, 2005

41. Automatic enrollment

    By katieinny, April 26, 2006
    • 3 replies
    • 1.3k views
    • 
    • E as in ERISA
    • April 26, 2006

42. Stopping all 401(k) contributions temporarily

    By Santo Gold, May 26, 2006
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 26, 2006

43. IRS Finally Relaxes Forfeitures for Safe Harbor Plans

    By austin3515, January 18, 2017
    • 3 replies
    • 557 views
    • 
    • RatherBeGolfing
    • January 18, 2017

44. Break in Service Rules

    By PFranckowiak, February 6, 2020
    • 3 replies
    • 1.4k views
    • 
    • PFranckowiak
    • February 6, 2020

45. Seeking guidance on 411(d)(6)(E) and 1.411(d)-4 a-2(e)

    By gholtz, November 19, 2021   

    • distributions
    • anti-cutback
    • (and 1 more)

      Tagged with:

      • distributions
      • anti-cutback
      • mergers
    • 3 replies
    • 1.5k views
    • 
    • gholtz
    • December 9, 2021

46. Are loans subject to 401(a)(4) BRF Rules?

    By LCARUSI, September 4, 1998
    • 3 replies
    • 5.9k views
    • 
    • david shipp
    • September 4, 1998

47. Top Heavy 401k Plan

    By DP, June 14, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 21, 2000

48. Money purchase pension assets in top heavy testing

    By Mleech, April 3, 2025
    • 3 replies
    • 693 views
    • 
    • ESOP Guy
    • April 3, 2025

49. minimum income to defer $14,000 in 2003

    By Earl, December 17, 2003
    • 3 replies
    • 1.3k views
    • 
    • Earl
    • December 18, 2003

50. Loans from Roth 401k

    By austin3515, March 31, 2016
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • March 31, 2016