401(k) Plans

19,337 topics in this forum

1. Vesting Requirements

   By Guest sharrel4238, October 10, 2006
   • 2 replies
   • 1.8k views
   • 
   • PLAN MAN
   • October 10, 2006

2. HSA Contributions - Considered Comp or Excluded

   By Guest glhotdog, March 26, 2010
   • 2 replies
   • 2.8k views
   • 
   • austin3515
   • March 27, 2010

3. Top Heavy Safe Harbor Non Elective Plan

   By KevinMc, June 12, 2013
   • 2 replies
   • 1.2k views
   • 
   • KevinMc
   • June 12, 2013

4. BRF correction?

   By Tinman, July 29, 2013
   • 2 replies
   • 1k views
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   • Tinman
   • August 6, 2013

5. Determining Highly Compensated Employee

   By Stash026, March 31, 2015
   • 2 replies
   • 1.6k views
   • 
   • My 2 cents
   • March 31, 2015

6. Excluding CU's from ACP Safe Harbor Match

   By austin3515, November 6, 2015
   • 2 replies
   • 1.7k views
   • 
   • austin3515
   • November 8, 2015

7. Foreign 401k

   By AbsolutelyOkayPossibly, November 10, 2020
   • 2 replies
   • 793 views
   • 
   • AbsolutelyOkayPossibly
   • November 10, 2020

8. Amending today at 4% SHNEc for 2020

   By austin3515, February 19, 2021
   • 2 replies
   • 463 views
   • 
   • austin3515
   • February 19, 2021

9. Late employer contribution

   By Guest Melissa Winslow, March 20, 2000
   • 2 replies
   • 1.9k views
   • 
   • IRC401
   • March 22, 2000

10. First Year of Roth

    By Brenda Wren, December 10, 2024
    • 2 replies
    • 1.2k views
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    • Artie M
    • December 11, 2024

11. Participant wants hardship distribution but spouse is in jail

    By Guest sheadan, November 17, 2000
    • 2 replies
    • 2k views
    • 
    • LCARUSI
    • November 20, 2000

12. HCE counted as eligible for deferral?

    By Guest arlrads, August 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • August 4, 2003

13. Forgot to withdold deferrals

    By Guest kelly9522, June 1, 2004
    • 2 replies
    • 1.4k views
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    • Belgarath
    • June 1, 2004

14. Why is there the three month rule for Safe Harbor Plans

    By Guest kijiba, September 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • wmyer
    • September 22, 2004

15. 401(k) Max

    By Guest sstincone, February 1, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 1, 2005

16. Top Heavy

    By Guest babs51, May 24, 2005
    • 2 replies
    • 1.3k views
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    • JanetM
    • May 26, 2005

17. Prefunded Profit Sharing in excess of allocable

    By Guest Moira, May 5, 2006
    • 2 replies
    • 1.7k views
    • 
    • Archimage
    • May 8, 2006

18. Eligibility and Auto Enroll

    By Guest lgm, May 15, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 2009

19. Ee's are Union AND Nonunion

    By austin3515, March 1, 2010
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • March 2, 2010

20. 408(b)(2) Fee Disclosure

    By rcline46, January 4, 2013
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 6, 2013

21. 401k vesting lost when transferring abroad

    By George, March 27, 2017
    • 2 replies
    • 634 views
    • 
    • MoJo
    • March 28, 2017

22. 4979 Excise Tax

    By ERISA11, September 6, 2017   

    • 4979
    • excise
    • (and 1 more)

      Tagged with:

      • 4979
      • excise
      • excess contributions
    • 2 replies
    • 1.1k views
    • 
    • ERISA11
    • September 7, 2017

23. Safe Harbor Contribution on Wage Settlement Penalty

    By Zoey, May 29, 2019
    • 2 replies
    • 1.5k views
    • 
    • Zoey
    • June 3, 2019

24. Flexible Discretionary match and employee allocation groups

    By Tom, February 15, 2022
    • 2 replies
    • 515 views
    • 
    • Bri
    • February 15, 2022

25. What constitutes a legally binding Salary Reduction Agreement?

    By Guest efringe, August 19, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 1, 1999

26. QES - employer stock concentration levels change with market fluctuati

    By fidu, December 6, 2001
    • 2 replies
    • 2k views
    • 
    • RLL
    • December 21, 2001

27. Defination of princial residence for the purposes of a hardship withdr

    By Guest Diane DuFresne, October 28, 2002
    • 2 replies
    • 1.9k views
    • 
    • E as in ERISA
    • October 28, 2002

28. LAte Employee Deferrals

    By austin3515, January 10, 2003
    • 2 replies
    • 1.4k views
    • 
    • RCK
    • January 10, 2003

29. Top Heavy - 2 plans different plan year end

    By Guest terric, March 14, 2006
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 17, 2006

30. Sole prop terminating safe harbor 401(k) plan

    By Belgarath, April 13, 2007
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • April 13, 2007

31. 415 Limits & Catchup Contributions

    By MBCarey, July 13, 2007
    • 2 replies
    • 6.4k views
    • 
    • TLGeer
    • July 15, 2007

32. tax implication of selling a non (or under performing) stock or fund

    By Guest richreeve, July 15, 2008
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • July 15, 2008

33. Short Plan Year situation

    By Guest PCS Inc, March 1, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 2, 2010

34. Compensation from related employers

    By MLML, February 8, 2012
    • 2 replies
    • 1.1k views
    • 
    • MLML
    • February 9, 2012

35. For disclosures, do Individual annuities = brokerage accounts?

    By Jim Chad, April 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • April 19, 2012

36. Adjusted Vesting Calculation

    By Jegan, March 31, 2015
    • 2 replies
    • 1.9k views
    • 
    • Jegan
    • March 31, 2015

37. 1099r for a roth 401k

    By Beemer, January 9, 2016
    • 2 replies
    • 731 views
    • 
    • Beemer
    • January 11, 2016

38. VCP for Missed PPA Restatement

    By austin3515, May 17, 2017
    • 2 replies
    • 923 views
    • 
    • BG5150
    • May 18, 2017

39. W-2 Income

    By coleboy, March 25, 2018
    • 2 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • March 25, 2018

40. Canadian Company Becoming Parent and Sponsor

    By Plan Doc, January 15, 2023
    • 2 replies
    • 618 views
    • 
    • Plan Doc
    • January 17, 2023

41. Investment: LLC K-1 is negative

    By TPApril, August 22, 2025
    • 2 replies
    • 2.2k views
    • 
    • Peter Gulia
    • August 22, 2025

42. Off Calendar: Secure 2.0 Roth Rules

    By justatester, October 16, 2025
    • 2 replies
    • 732 views
    • 
    • MDCPA
    • October 21, 2025

43. SH NE given in Hardship Distribution

    By Dawn Hafner, July 17, 2002
    • 2 replies
    • 1.5k views
    • 
    • Dawn Hafner
    • July 18, 2002

44. Taxes on Minimum Distribution?

    By Guest Michael Anderson, December 20, 2002
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • December 20, 2002

45. Hurricane Wilma relief

    By k man, October 27, 2005
    • 2 replies
    • 1.5k views
    • 
    • k man
    • October 27, 2005

46. Contribution Deadline

    By Guest SuzieQNEC, September 10, 2008
    • 2 replies
    • 1.2k views
    • 
    • ERISAnut
    • September 10, 2008

47. Corp Tax Return Filing Deadline 2008

    By Guest saotampa, April 17, 2009
    • 2 replies
    • 1.2k views
    • 
    • 401king
    • April 17, 2009

48. 402(g) Exceeded - Effect on Testing

    By Vlad401k, March 31, 2015
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • March 31, 2015

49. Titling s/d accts when co. name always changing

    By TPApril, February 15, 2022
    • 2 replies
    • 788 views
    • 
    • Bill Presson
    • February 15, 2022

50. Matching contributions for Self-employed/Partners

    By Guest GeorgeK, March 17, 1999
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • March 26, 1999