401(k) Plans

19,321 topics in this forum

1. Small Employer Plan Statistics

   By Guest TrustMe401k, February 2, 2000
   • 2 replies
   • 1.4k views
   • 
   • Greg Judd
   • February 2, 2000

2. CD's as Securities

   By Hoard1, May 17, 2000
   • 1 reply
   • 1.4k views
   • 
   • Jon Chambers
   • May 24, 2000

3. HCE Aggregation and Coverage Transition

   By Gruegen, October 15, 2003
   • 0 replies
   • 1.4k views
   • 
   • Gruegen
   • October 15, 2003

4. Incorrect Salary Deferral Deduction

   By Guest fidelityrose, May 13, 2010
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • May 13, 2010

5. Discretionary matching contributions

   By Guest Roger K., September 5, 2006
   • 2 replies
   • 1.4k views
   • 
   • QDROphile
   • September 6, 2006

6. Weird situation...

   By stevena, September 29, 2005
   • 1 reply
   • 1.4k views
   • 
   • stephen
   • September 29, 2005

7. ACP test eligibility

   By fiona1, December 6, 2010
   • 4 replies
   • 1.4k views
   • 
   • fiona1
   • December 6, 2010

8. MA formula

   By Guest money40, March 15, 2012
   • 10 replies
   • 1.4k views
   • 
   • Guest
   • March 26, 2012

9. MRD calculation date

   By Brian Gallagher, October 29, 2003
   • 1 reply
   • 1.4k views
   • 
   • Harwood
   • October 29, 2003

10. Are deferrals in excess of plan's limit counted in ADP testing?

    By John A, April 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • John A
    • April 3, 2000

11. Notices defining "Employees Eligible to Defer" for Safe Harb

    By Guest Powers, March 26, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 26, 2001

12. Frequency of Paper Statements?

    By Guest jmarini, August 6, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 6, 2003

13. Participant Loans

    By Jilliandiz, July 25, 2005
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • July 25, 2005

14. controlled group and ADP testing

    By eilano, June 30, 2005
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • July 1, 2005

15. defaulted loans

    By Guest mk2308, August 2, 2005
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • August 3, 2005

16. IRS Targeting of 5300 Filings?

    By Blackbirch, May 29, 2013   

    • Determination Letter 5300 IRS
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 29, 2013

17. Testing 2 Employer Plans of a Controlled Group

    By Francis, October 15, 2020
    • 3 replies
    • 1.4k views
    • 
    • Francis
    • October 18, 2020

18. Required Minimum Distributions

    By Guest WyrickL, October 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • October 21, 2002

19. 401k/PS plan - unused sick leave contribution

    By t.haley, January 20, 2015
    • 0 replies
    • 1.4k views
    • 
    • t.haley
    • January 20, 2015

20. PSP/Universal individual life insurance/premiums charged to participant

    By JCS, February 12, 2025
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • February 14, 2025

21. How will payroll services handle Age 50 Catch-up contributions?

    By John A, November 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • November 12, 2001

22. valid exclusion

    By k man, August 27, 2004
    • 7 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 27, 2004

23. 1997 Excess Contribution Refunds

    By Guest AP, March 12, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 12, 1999

24. Stale Check with Plan Transfer

    By MSN, May 24, 2019
    • 9 replies
    • 1.4k views
    • 
    • FPGuy
    • May 31, 2019

25. Distributions double counted due to TPA reporting error

    By yd37, August 18, 2016   

    • Form 5550
    • distributions
    • (and 3 more)

      Tagged with:

      • Form 5550
      • distributions
      • loan offset
      • loans
      • 401k
    • 3 replies
    • 1.4k views
    • 
    • K2retire
    • August 25, 2016

26. Integration with Social Security

    By Alex Daisy, November 9, 2010
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • November 10, 2010

27. deferrals without enrollment forms

    By Guest SPOT, November 8, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • November 8, 2006

28. Correction Steps when failure of more than one limit

    By Guest UKH, July 14, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 14, 2000

29. Distribution upon Disposition of Assets - mandatory or optional?

    By Guest LMalone, September 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • lkpittman
    • September 18, 2001

30. Smoke & Mirrors; Accounting standards, SSAE/SOC

    By Puffinator, June 1, 2017
    • 6 replies
    • 1.4k views
    • 
    • My 2 cents
    • June 1, 2017

31. Question about EGTRRA

    By Guest lawdawg, June 12, 2002
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • June 12, 2002

32. Requiring a change in plan investments.

    By Guest mwest, July 2, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 3, 2001

33. Top Heavy Safe Harbor 401(k) Plan with different eligibilty requirements

    By Guest vqualplan, August 5, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • August 8, 2005

34. Third party payments during leave of absence

    By Jackie, August 16, 2018   

    • 401k loans
    • loan repayments
    • (and 3 more)

      Tagged with:

      • 401k loans
      • loan repayments
      • level amortization
      • third party payments
      • 401k loan repayments
    • 1 reply
    • 1.4k views
    • 
    • Luke Bailey
    • August 17, 2018

35. Updating Solo 401(k)s for GUST

    By dmb, August 20, 2003
    • 2 replies
    • 1.4k views
    • 
    • dmb
    • August 20, 2003

36. Life Insurance surrender and investing CSV into other plan assets

    By JohnEPNFP, February 12, 2024
    • 6 replies
    • 1.4k views
    • 
    • Bird
    • February 13, 2024

37. fiscal cliff legislation and roth 401k

    By tertue, January 4, 2013
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • January 4, 2013

38. Loan Repayments on a deemed loan

    By FundeK, February 1, 2005
    • 1 reply
    • 1.4k views
    • 
    • FundeK
    • February 3, 2005

39. Merging SH Plan into Non-SH Plan

    By austin3515, August 29, 2014
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • September 2, 2014

40. Distribution basis recovery

    By Sue H, April 8, 1999
    • 1 reply
    • 1.4k views
    • 
    • LCARUSI
    • April 20, 1999

41. Leave of Abscence relating to testing

    By Guest Achilles, June 27, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 27, 2001

42. Can an EE pay in deferrals after their last check of the year has been processed?

    By Guest Ashlea, December 22, 2004
    • 8 replies
    • 1.4k views
    • 
    • Alf
    • December 23, 2004

43. 2 unrelated questions

    By CJS07, May 16, 2013   

    • Loan Receivables and 5 yr bre
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • May 17, 2013

44. Tax liability on Deceased unpaid loan

    By Guest Josh Hahn, June 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Medusa
    • June 6, 2001

45. One-to-One Correction with QNEC allocation of more than 5%

    By NW529, May 4, 2021   

    • adp test
    • correction
    • 5 replies
    • 1.4k views
    • 
    • Bri
    • May 5, 2021

46. Improperly Excluded Employee: Employee Does NOT Want a QNEC

    By Benefits Plan, July 4, 2024
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • July 9, 2024

47. deduction limits for short taxable year

    By Guest ecleverdon, March 30, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 30, 2007

48. Extra Loan Payments

    By Guest RMPension, June 9, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 9, 2005

49. Incorrect deferals and Match

    By Guest kelly9522, February 20, 2003
    • 7 replies
    • 1.4k views
    • 
    • E as in ERISA
    • February 24, 2003

50. Missed Employer Contributions

    By MBCarey, August 7, 2006
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • August 7, 2006