401(k) Plans

19,321 topics in this forum

1. Late employer contribution

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

2. First Year of Roth

   By Brenda Wren, December 10, 2024
   • 2 replies
   • 1.1k views
   • 
   • Artie M
   • December 11, 2024

3. Participant wants hardship distribution but spouse is in jail

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

4. HCE counted as eligible for deferral?

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

5. Forgot to withdold deferrals

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

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

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

7. 401(k) Max

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

8. Top Heavy

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

9. Prefunded Profit Sharing in excess of allocable

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

10. Eligibility and Auto Enroll

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

11. Ee's are Union AND Nonunion

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

12. 408(b)(2) Fee Disclosure

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

13. 401k vesting lost when transferring abroad

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

14. 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

15. Safe Harbor Contribution on Wage Settlement Penalty

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

16. Flexible Discretionary match and employee allocation groups

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

17. What constitutes a legally binding Salary Reduction Agreement?

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

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

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

19. 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

20. LAte Employee Deferrals

    By austin3515, January 10, 2003
    • 2 replies
    • 1.3k views
    • 
    • RCK
    • January 10, 2003

21. Top Heavy - 2 plans different plan year end

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

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

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

23. 415 Limits & Catchup Contributions

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

24. 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

25. Short Plan Year situation

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

26. Compensation from related employers

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

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

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

28. Adjusted Vesting Calculation

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

29. 1099r for a roth 401k

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

30. VCP for Missed PPA Restatement

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

31. W-2 Income

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

32. Canadian Company Becoming Parent and Sponsor

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

33. Investment: LLC K-1 is negative

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

34. Off Calendar: Secure 2.0 Roth Rules

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

35. SH NE given in Hardship Distribution

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

36. Taxes on Minimum Distribution?

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

37. Hurricane Wilma relief

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

38. Contribution Deadline

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

39. Corp Tax Return Filing Deadline 2008

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

40. 402(g) Exceeded - Effect on Testing

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

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

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

42. Matching contributions for Self-employed/Partners

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

43. Maximum Keogh Contribution for owner/employer

    By Guest ELZ, September 1, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • September 2, 1999

44. Form 5500 Question

    By XCAL78, October 14, 2024
    • 2 replies
    • 545 views
    • 
    • XCAL78
    • October 15, 2024

45. SECURE2.0 TH change - optional?

    By AlbanyConsultant, February 25, 2025
    • 2 replies
    • 701 views
    • 
    • Leopurrd-401k
    • February 26, 2025

46. SECURE Act Amendments for 401(k)

    By kgr12, December 18, 2025
    • 2 replies
    • 373 views
    • 
    • Peter Gulia
    • December 18, 2025

47. RMD's - death before RBD

    By Guest terid, December 20, 2002
    • 2 replies
    • 2k views
    • 
    • Appleby
    • December 23, 2002

48. 401(k) for sole proprietor?

    By betheeg, April 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2003

49. Negative Election/Automatic EnrollmentTime Sensitive Question

    By Guest mmc, April 28, 2005
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • April 29, 2005

50. mid year safe harbor k plan?

    By AndyH, December 20, 2005
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • December 20, 2005