401(k) Plans

19,275 topics in this forum

1. Abpt

   By Guest greggi39, December 5, 2002
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • December 6, 2002

2. lost earnings

   By pmacduff, October 13, 2011
   • 3 replies
   • 1.3k views
   • 
   • pmacduff
   • October 13, 2011

3. What should be done with a dividend that posts after complete asset tr

   By John A, April 5, 2000
   • 1 reply
   • 1.3k views
   • 
   • Earl
   • April 9, 2000

4. 10% penalty on early withdrawals

   By Guest koolkid, November 2, 2002
   • 1 reply
   • 1.3k views
   • 
   • MWeddell
   • November 2, 2002

5. Vesting issue re fix for blown safe harbor 401(k)

   By chris, September 20, 2001
   • 0 replies
   • 1.3k views
   • 
   • chris
   • September 20, 2001

6. Missed Eligible 401(k) Participant - Help!

   By Jilliandiz, November 11, 2008
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • November 11, 2008

7. Negative Elections

   By Guest LaneWest, June 9, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • June 9, 2001

8. Is a 401 k plan "self-directed" if plan has 50 mutual funds

   By Guest reesbe, June 29, 1999
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • June 29, 1999

9. safe harbor notice for 2017 distributed, but...

   By Belgarath, November 23, 2016
   • 9 replies
   • 1.3k views
   • 
   • Kevin C
   • November 29, 2016

10. Deposit Verification of 401(k)Assets for Mortgage Loans

    By Guest gerryg, November 29, 2007
    • 1 reply
    • 1.3k views
    • 
    • jevd
    • November 29, 2007

11. Vesting question

    By jkharvey, September 2, 2008
    • 4 replies
    • 1.3k views
    • 
    • J Simmons
    • September 3, 2008

12. Partial distributions v lump sum only at retirement

    By Guest gocobra, November 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • November 24, 2004

13. USERRA and make up deferrals

    By 30Rock, October 13, 2014
    • 0 replies
    • 1.3k views
    • 
    • 30Rock
    • October 13, 2014

14. Controlled Group Transition Rule Applicablity

    By Young Curmudgeon, March 22, 2018
    • 1 reply
    • 1.3k views
    • 
    • Luke Bailey
    • March 23, 2018

15. voluntary employee contributions aren't 401(k) deferrals are they?

    By Guest Fred Maynard, February 17, 2005
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • February 17, 2005

16. 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
    • 1.3k views
    • 
    • K2retire
    • August 25, 2016

17. RMD and Roth Contributions

    By Guest Michele Ciz, April 23, 2012
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • April 24, 2012

18. Non-traditional source for contributions

    By TPApril, February 20, 2013
    • 11 replies
    • 1.3k views
    • 
    • ESOP Guy
    • February 21, 2013

19. entry date

    By Chippy, January 11, 2012
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 2012

20. Question about meeting 404(c) requirements where participants must choose ONE of 6 lifestyle allocation funds ...

    By Guest jdsmith, September 19, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 23, 2005

21. IRS Filing Requirements

    By dragondon, September 7, 2023
    • 9 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • September 12, 2023

22. Mistake In Fact Duplicate Deposit

    By AmyETPA, March 15, 2022
    • 3 replies
    • 1.3k views
    • 
    • Doc Ument
    • March 17, 2022

23. We have a client who is a large steel mill - Company A. They currently have approx. 15 companies, which all but one is in .....................................

    By Guest jhilliard, June 14, 2004
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • June 14, 2004

24. Safe Harbor "testing" for Early Entry participants?

    By Guest CMC9, March 13, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 13, 2002

25. Schedule C Income- 2 Separate Businesses

    By steverenner, March 9, 2017   

    • sole proprietor
    • 5 replies
    • 1.3k views
    • 
    • Kevin C
    • March 10, 2017

26. Hardship Withdrawal

    By MarZDoates, June 12, 2003
    • 2 replies
    • 1.3k views
    • 
    • Harwood
    • June 16, 2003

27. 401(k) deposit from 2003 still not deposited - How do you correct?

    By Guest terric, September 28, 2005
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • September 28, 2005

28. Controlled Group/Affiliated Service Group Question

    By Gadgetfreak, December 30, 2020
    • 3 replies
    • 1.3k views
    • 
    • FORMER ESQ.
    • January 1, 2021

29. Maximum contribution at15K

    By JohnLong, December 30, 2019
    • 8 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • January 2, 2020

30. same old 414 game?

    By gregburst, December 13, 2013   

    • if it walks like a duck . . .
    • 4 replies
    • 1.3k views
    • 
    • Bantais
    • October 29

31. retention bonus contribution question

    By SundanceKid, December 15, 2023
    • 1 reply
    • 1.3k views
    • 
    • CuseFan
    • December 15, 2023

32. Late contribution of deferrals

    By Guest jmlumpkin, August 5, 2003
    • 4 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2003

33. Controlled Group - Minor Child becomes Adult

    By jmartin, May 27, 2014
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 30, 2014

34. Profit Sharing Plan that has not been funded in three years.

    By Guest Theresa, January 5, 2000
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • January 6, 2000

35. Mandatory Distribution at NRA

    By Jake Wright, April 15, 2020
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • May 21, 2020

36. Terminating 401k plan

    By Guest MikeD, October 20, 2011
    • 2 replies
    • 1.3k views
    • 
    • Jim Chad
    • October 20, 2011

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

    By NW529, May 4, 2021   

    • adp test
    • correction
    • 5 replies
    • 1.3k views
    • 
    • Bri
    • May 5, 2021

38. Does loan policy need to be tested for non-discrimination?

    By Richard Anderson, July 3, 2002
    • 3 replies
    • 1.3k views
    • 
    • GBurns
    • July 7, 2002

39. Reimburse Participants?

    By Guest pmcgroine, August 14, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 14, 2001

40. safe harbor notice and plan amendment

    By LIBERTYKID, January 9, 2006
    • 1 reply
    • 1.3k views
    • 
    • chris
    • January 11, 2006

41. Is an annual 401k Safe Harbor Notice required?

    By four01kman, November 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 10, 2003

42. net pay vs gross pay

    By gregburst, August 28, 2015   

    • for ADP testing
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 28, 2015

43. Participant Loans

    By Brenda Wren, October 19, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • October 19, 2005

44. Safe Harbor 401(K) Plan with Automatic Enrollment

    By RayRay, February 1, 2022
    • 5 replies
    • 1.3k views
    • 
    • Bill Presson
    • February 2, 2022

45. Top Heavy Issue

    By Guest JDK, April 15, 2009
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • April 15, 2009

46. S-corp and definition of compensation

    By cpc0506, June 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • June 18, 2010

47. 2019 PS - now want to fund but already filed tax return

    By doombuggy, May 18, 2020
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • May 21, 2020

48. Controlled group and same desk rule after EGTRRA

    By Guest Lawrence_Groves, July 21, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 21, 2004

49. Missed RMD VCP

    By austin3515, June 7, 2017
    • 6 replies
    • 1.3k views
    • 
    • austin3515
    • June 9, 2017

50. Prohibited Transaction? Correction?

    By pixmax, September 20, 2016   

    • Prohibited Transaction
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • September 20, 2016