401(k) Plans

19,275 topics in this forum

1. Mistake of Fact ???!!!

   By BW, December 10, 2014
   • 17 replies
   • 4.4k views
   • 
   • Stable Two Financial
   • December 17, 2014

2. Mistake of Fact question

   By Kimberly S, October 1, 2008
   • 10 replies
   • 4.1k views
   • 
   • Guest
   • October 2, 2008

3. Mistake of Fact--what to do about earnings?

   By BG5150, July 16, 2021
   • 2 replies
   • 805 views
   • 
   • Mike Preston
   • July 17, 2021

4. Mistake or not?

   By Guest HJoseph, December 19, 2012
   • 8 replies
   • 1.7k views
   • 
   • shERPA
   • December 20, 2012

5. Mistaken Employer Contribution

   By Gadgetfreak, January 10, 2024
   • 2 replies
   • 1.1k views
   • 
   • Peter Gulia
   • January 10, 2024

6. Mistaken force-out

   By Brian Gallagher, March 16, 2004
   • 2 replies
   • 1.2k views
   • 
   • Brian Gallagher
   • March 17, 2004

7. Mistaken matching contribution

   By eilano, December 18, 2001
   • 1 reply
   • 1.4k views
   • 
   • Erik Read
   • December 19, 2001

8. Mistaken notice to interested parties

   By 7806akp, July 13, 2011
   • 2 replies
   • 927 views
   • 
   • jpod
   • July 13, 2011

9. Mistakenly made a Safe Harbor Match Contribution

   By Alex Daisy, May 19, 2009
   • 16 replies
   • 4.5k views
   • 
   • Kevin C
   • May 22, 2009

10. Mix & Match Safe Harbor

    By Guest SusanE, February 23, 2007
    • 1 reply
    • 1.1k views
    • 
    • RCK
    • February 23, 2007

11. Mixing 401(k) Contributions and Catch-Up Contributions

    By Guest zora, May 23, 2006
    • 3 replies
    • 3.1k views
    • 
    • Mike Preston
    • May 24, 2006

12. Moderator Accidently ERASED CURRENT THREAD RE: 403(b) rollovers

    By LCARUSI, May 21, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 21, 1999

13. Modification of loan repayment terms

    By Guest JDL, July 15, 2003
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • July 16, 2003

14. Modifying Prototype Adoption Agreements ... Can you?

    By Guest billy bong, November 5, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • November 6, 1999

15. Mom Answers Phones for 10 hours

    By austin3515, March 7, 2019
    • 9 replies
    • 1.2k views
    • 
    • BG5150
    • March 8, 2019

16. Money Purcahse merged with Profit Sharing

    By blue, May 27, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • May 28, 2008

17. Money Purchase Contribution

    By Alex Daisy, November 20, 2008
    • 10 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2008

18. Money Purchase Forfeitures in 401(k)

    By Guest SWH, January 27, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 27, 2005

19. Money Purchase funding for short year

    By Guest Diana Hill, October 4, 2001
    • 3 replies
    • 1.5k views
    • 
    • KJohnson
    • October 5, 2001

20. Money purchase pension assets in top heavy testing

    By Mleech, April 3
    • 3 replies
    • 630 views
    • 
    • ESOP Guy
    • April 3

21. Money Purchase Pension Plan

    By mlp0816, April 13, 2007
    • 2 replies
    • 1.4k views
    • 
    • mlp0816
    • April 13, 2007

22. Money Purchase Plan

    By Guest qualified plan, April 12, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 12, 2005

23. Money Purchase Plan

    By Guest koo, September 23, 2009
    • 1 reply
    • 932 views
    • 
    • J Simmons
    • September 23, 2009

24. money purchase plan (401k) for foreigner

    By Guest pinocchio, November 8, 2001
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • November 12, 2001

25. Money Purchase Plan merger

    By Guest jhilliard, June 12, 2003
    • 9 replies
    • 2k views
    • 
    • KJohnson
    • June 13, 2003

26. Money Purchase Plan Term mid year

    By Guest NeophiteTPA, March 24, 2006
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • March 30, 2006

27. Money purchase QNECs?

    By Guest qualified plan, October 16, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 16, 2005

28. Money Purchase to 401(k)

    By rcline46, February 2, 2015
    • 1 reply
    • 879 views
    • 
    • jpod
    • February 2, 2015

29. money purchase to 401(k)

    By Lori H, November 6, 2008
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • November 6, 2008

30. Money Purchase to 401k

    By Dazednconfused, January 18, 2010
    • 8 replies
    • 1.6k views
    • 
    • D Lewis
    • January 19, 2010

31. Money Purchase to Profit Sharing (k)

    By PMC, March 7, 2006
    • 1 reply
    • 1.1k views
    • 
    • four01kman
    • March 7, 2006

32. Money Purchase/401(k) merger - late 5500

    By rlb64, May 20, 2008
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • May 20, 2008

33. Money Purchase/401k merger

    By Guest Lex, June 15, 2002
    • 1 reply
    • 1.2k views
    • 
    • RTK
    • June 15, 2002

34. Money Type

    By Guest jkhan, May 4, 2012
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 9, 2012

35. Money type for cafeteria plan contribuions?

    By amcorson, July 21, 2004
    • 0 replies
    • 1.1k views
    • 
    • amcorson
    • July 21, 2004

36. Monitoring excessive trades

    By Guest W Kelleher, March 6, 2003
    • 0 replies
    • 901 views
    • 
    • Guest
    • March 6, 2003

37. Monthly instead of per pay period withholding?

    By mgcpension, December 9, 2013
    • 10 replies
    • 3.2k views
    • 
    • Peter Gulia
    • December 18, 2013

38. More IRC 404 deductibility questions

    By Guest JL, March 7, 2000
    • 2 replies
    • 1.9k views
    • 
    • davef
    • March 8, 2000

39. More K-1 LLC questions

    By Guest Born2Run, July 28, 2009
    • 5 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 28, 2009

40. More Prevailing Wage/Davis Bacon Fun

    By justatester, June 22, 2020
    • 1 reply
    • 689 views
    • 
    • Lou S.
    • June 22, 2020

41. more prior year testing ?...

    By pmacduff, March 16, 2007
    • 9 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 20, 2007

42. More questions on MEP to SEP

    By justatester, October 26, 2020   

    • testing questions
    • 1 reply
    • 441 views
    • 
    • Alonzo Church
    • October 26, 2020

43. More rapid vesting under EGTRRA

    By Brenda Wren, October 1, 2002
    • 10 replies
    • 2.6k views
    • 
    • Brian Gallagher
    • October 7, 2002

44. More RMD Fun After Death

    By austin3515, November 2, 2010
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • November 3, 2010

45. more than 1 year of service for 401k plan

    By Guest pensionlady, February 15, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 16, 2001

46. More than 1,000 Hours for Allocation Condition

    By Guest Statler, October 30, 2013
    • 4 replies
    • 2.9k views
    • 
    • rcline46
    • October 31, 2013

47. More than 1% Ownership

    By ahasan, January 22, 2024
    • 2 replies
    • 457 views
    • 
    • Paul I
    • January 22, 2024

48. Morgan Stanley Smith Barney - PLAN DISTRIBUTION ISSUE

    By Guest hellerpension, February 15, 2011
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • February 17, 2011

49. Mortgage account held in Plan

    By 52626, February 13, 2014
    • 3 replies
    • 1k views
    • 
    • masteff
    • February 13, 2014

50. Mortgage as an investment

    By DDB BN, November 15, 2019
    • 5 replies
    • 847 views
    • 
    • Luke Bailey
    • November 18, 2019