401(k) Plans

19,321 topics in this forum

1. Match Formula

   By Guest DTromb, October 27, 2006
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • October 28, 2006

2. Employee for Qualified Plan purposes?

   By Guest bgiles, November 11, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • November 11, 2002

3. DOL Audits/Company Stock

   By Guest erisafried, August 19, 2006
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • August 22, 2006

4. 401(k) Post Tax Contributions

   By Guest amm19, June 10, 2002
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • June 10, 2002

5. Safe Harbor Multiple Employer Plan

   By Guest RAA, December 12, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • December 12, 2001

6. Deduction of 401k Contribution for Schedule C Employee

   By Pam S., November 21, 2019
   • 2 replies
   • 1.4k views
   • 
   • Pam S.
   • November 26, 2019

7. Controlled Group - Family Attribution

   By commishvp, April 20, 2015
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • April 21, 2015

8. Optional Match True-Up

   By Lauren0507, November 2, 2023
   • 4 replies
   • 1.4k views
   • 
   • BG5150
   • November 2, 2023

9. Collateralized Security in 401k

   By goldtpa, April 21, 2015
   • 1 reply
   • 1.4k views
   • 
   • QDROphile
   • April 21, 2015

10. RFP's

    By Guest tracyzimmer, April 12, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 12, 2002

11. No named trustee

    By Guest babs51, June 26, 2006
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • June 27, 2006

12. Compensation definition and different matching rates

    By Guest dob, September 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 27, 2002

13. 1099R Not Reported On a Loan Default

    By Karoline Curran, November 15, 2018   

    • loan default
    • 1099r
    • (and 1 more)

      Tagged with:

      • loan default
      • 1099r
      • brokerage accts
    • 10 replies
    • 1.4k views
    • 
    • Luke Bailey
    • November 19, 2018

14. ASGs and Surgery Centers

    By Guest MikeD, May 19, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 19, 2004

15. CODA

    By John Feldt ERPA CPC QPA, February 7, 2008
    • 0 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 7, 2008

16. EPCRS

    By Guest nmyers, March 23, 2010
    • 8 replies
    • 1.4k views
    • 
    • jpod
    • March 23, 2010

17. RMD

    By Guest Ted Kowalchuk, CFP, CFS,, March 13, 2006
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • March 13, 2006

18. New QNEC Regulations

    By Guest lforesz, December 3, 2002
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • December 3, 2002

19. CFO switching to 1099--Would you let him keep paying his loan?

    By TPAJake, December 13, 2016
    • 11 replies
    • 1.4k views
    • 
    • TPAJake
    • December 15, 2016

20. ADP Safe Harbor, Midyear Expansion in Eligibility

    By Briandfox, December 12, 2014
    • 5 replies
    • 1.4k views
    • 
    • BW
    • December 15, 2014

21. Alienation of benefits

    By Guest, November 4, 2009
    • 3 replies
    • 1.4k views
    • 
    • J Simmons
    • November 4, 2009

22. mergers

    By Guest susan w, September 8, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 16, 1999

23. Should I contribute

    By Guest Mike Schwing, November 20, 2003
    • 2 replies
    • 1.4k views
    • 
    • ccassetty
    • November 20, 2003

24. ACP testing, excluded class of employees

    By Belgarath, October 27, 2017
    • 6 replies
    • 1.4k views
    • 
    • NJ Mike
    • October 27, 2017

25. Merging 2 Safe Harbor Plans mid year

    By austin3515, August 14, 2019
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • August 15, 2019

26. Eligible for Loan?

    By Guest BJW, September 20, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • September 20, 2001

27. Roth deductions

    By 52626, May 13, 2016
    • 3 replies
    • 1.4k views
    • 
    • hr for me
    • May 13, 2016

28. Compensation in Foreign Currency

    By Guest Iwonder, August 2, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 3, 2006

29. Form 5300 Question

    By Scott, November 6, 2001
    • 0 replies
    • 1.4k views
    • 
    • Scott
    • November 6, 2001

30. How to get your 401(k) plan changed

    By Guest Clifton Linton, April 3, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 3, 2001

31. Minimum Req's for Merger of two 401(k) Plans

    By chris, December 21, 2006
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • January 2, 2007

32. Negative Elections

    By Guest Rena Breeding, November 5, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 19, 1999

33. Permitted IRA Rollover?

    By richard, November 24, 1999
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • November 24, 1999

34. Loan default in Safe Harbor Source

    By Guest EPC, October 29, 2004
    • 1 reply
    • 1.4k views
    • 
    • FundeK
    • November 1, 2004

35. Plan Termination

    By Guest cosmo01, June 17, 2003
    • 2 replies
    • 1.4k views
    • 
    • RTK
    • June 17, 2003

36. Participant Directed Brokerage or "supermarket" accounts in

    By Guest Kerry, March 11, 1999
    • 3 replies
    • 1.4k views
    • 
    • Dawn Hafner
    • March 12, 1999

37. Flat $100 non-elective contribution per participant on standardized pr

    By Spencer, December 14, 1999
    • 2 replies
    • 1.4k views
    • 
    • Dawn Hafner
    • December 14, 1999

38. Catch-Up Contribution Question for Employees Eligible Mid Year

    By Guest wwc870, August 28, 2002
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • August 29, 2002

39. prevailing wage

    By Guest moltengater, August 16, 2006
    • 1 reply
    • 1.4k views
    • 
    • A Shot in the Dark
    • August 17, 2006

40. How to treat handle W-2 Box 12a code DD amounts - IRC 3401(a) Comp

    By AdKu, February 6, 2017   

    • w-2 box 12a code dd
    • w-2 box 5
    • (and 1 more)

      Tagged with:

      • w-2 box 12a code dd
      • w-2 box 5
      • irc 3401(a)
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • February 7, 2017

41. Roth Salary Deferral Instructions Not Followed

    By BeanCounterBlues, June 18, 2008
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • June 19, 2008

42. Eligibility for Safe Harbor 401(k) Plans

    By MBCarey, January 23, 2004
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • January 26, 2004

43. Signing Bonus

    By DTH, July 26, 2005
    • 1 reply
    • 1.4k views
    • 
    • austin3515
    • July 26, 2005

44. Participant Confirmations

    By Nassau, June 3, 2011
    • 1 reply
    • 1.4k views
    • 
    • EPCRSGuru
    • June 7, 2011

45. Correcting Impermissible Distribution, Successor 401(k) Plan

    By PensionPro, July 31, 2018   

    • successor
    • 401(k)
    • (and 2 more)

      Tagged with:

      • successor
      • 401(k)
      • impermissible distribution
      • correction
    • 6 replies
    • 1.4k views
    • 
    • PensionPro
    • August 1, 2018

46. Disabled Participant and 401(k) Safe Harbor Contribution

    By John Feldt ERPA CPC QPA, March 23, 2006
    • 0 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 23, 2006

47. ACP Refund

    By fiona1, October 13, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 14, 2005

48. SIMPLE 401(k)

    By Randy Watson, October 14, 2005
    • 0 replies
    • 1.4k views
    • 
    • Randy Watson
    • October 14, 2005

49. Safe Harbor, Forfeitures and Top Heavy

    By PMC, January 7, 2009
    • 1 reply
    • 1.4k views
    • 
    • BG5150
    • January 7, 2009

50. Schedule SSA

    By austin3515, June 13, 2005
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • June 13, 2005