401(k) Plans

19,321 topics in this forum

1. Overlap between Auto election period and a Blackout period

   By Sidney, November 18, 2019
   • 2 replies
   • 825 views
   • 
   • cathgrace
   • November 19, 2019

2. form 5500 - participant count

   By Chippy, June 28, 2021
   • 2 replies
   • 959 views
   • 
   • Mike Preston
   • June 29, 2021

3. Participant Took Coronavirus-Related Distribution in 2020, Tax Spread over 3 Years; Can Repayment of Amount Otherwise Taxed Be Deducted?

   By rocknrolls2, February 26, 2022
   • 2 replies
   • 359 views
   • 
   • C. B. Zeller
   • February 28, 2022

4. Comp used for safe harbor non-elective contrib

   By Guest JL, January 11, 2000
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • January 13, 2000

5. Hurricane Debby tax relief

   By doombuggy, August 27, 2024
   • 2 replies
   • 482 views
   • 
   • doombuggy
   • August 28, 2024

6. Tax Liability of an Outstanding Loan that is Offset when Participant D

   By Guest andmik, January 26, 2001
   • 2 replies
   • 1.7k views
   • 
   • Kirk Maldonado
   • January 26, 2001

7. Hardship withdrawals-medical expenses

   By Guest Lonnie Tomlin, November 19, 2001
   • 2 replies
   • 1.9k views
   • 
   • R. Butler
   • November 20, 2001

8. Is it still a safe harbor plan if the employer hasn't deposited the contribution?

   By Guest Boilerburm, January 22, 2004
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • January 22, 2004

9. Employee Excluded from Deferrals

   By Guest Patkelley007, March 23, 2007
   • 2 replies
   • 1.8k views
   • 
   • masteff
   • March 26, 2007

10. LLP Deposit Deadline

    By Rob P, September 15, 2009
    • 2 replies
    • 1.4k views
    • 
    • Rob P
    • September 15, 2009

11. Separate Plans for Geographically Diverse Divisions

    By Guest Iwonder, January 8, 2010
    • 2 replies
    • 1k views
    • 
    • david rigby
    • January 8, 2010

12. DC Decuction Limit

    By 12AX7, November 12, 2010
    • 2 replies
    • 998 views
    • 
    • 12AX7
    • November 12, 2010

13. Weighted Average for ADP for Permissive Aggregation

    By MLML, April 2, 2013
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • April 3, 2013

14. Multiple ER Plan

    By PFranckowiak, May 29, 2014
    • 2 replies
    • 976 views
    • 
    • QDROphile
    • May 29, 2014

15. Safe Harbor Match miscalculated by payroll provider

    By Pammie57, March 2, 2021
    • 2 replies
    • 707 views
    • 
    • Luke Bailey
    • March 3, 2021

16. When doing a distribution of Excess Aggreate Contributions to correct

    By Guest jeffgh24, September 27, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 28, 2000

17. Loan Balance - Required Minimum Distribution

    By Guest Amy Harle, October 31, 2001
    • 2 replies
    • 4.8k views
    • 
    • Belgarath
    • October 31, 2001

18. After Tax - safe Harbor for Testing

    By Guest mkelly, March 7, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 8, 2002

19. Off Calendar Year End 402(g) Limit

    By Guest AdminFL, March 20, 2003
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 20, 2003

20. 401(k) Refunds and Earnings Calculation

    By buckaroo, March 11, 2004
    • 2 replies
    • 1.8k views
    • 
    • buckaroo
    • March 12, 2004

21. 415 limit for limitation year that is not a calendar year

    By Guest terryh123, November 9, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 9, 2004

22. 2005 Limits Brochure

    By Guest mmc, December 2, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 26, 2004

23. When does an employer "maintain" the plan?

    By Übernerd, January 26, 2006
    • 2 replies
    • 2.1k views
    • 
    • Übernerd
    • January 27, 2006

24. Required Minimum Distribution

    By Guest KRS401k, March 14, 2011
    • 2 replies
    • 851 views
    • 
    • Guest
    • March 14, 2011

25. 2010 1099-R

    By austin3515, May 4, 2011
    • 2 replies
    • 894 views
    • 
    • 12AX7
    • May 4, 2011

26. ERISA Bond Amount

    By Gadgetfreak, July 19, 2017
    • 2 replies
    • 560 views
    • 
    • 401_noob
    • July 19, 2017

27. Plan Termination and Employer Contributions

    By Chippy, February 21, 2019
    • 2 replies
    • 813 views
    • 
    • Tom Poje
    • February 22, 2019

28. alloc of employer match

    By Guest pensiondoc, December 3, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 4, 1998

29. Safe Harbor mid year

    By 401kay, December 3, 2022
    • 2 replies
    • 727 views
    • 
    • 401kology
    • December 5, 2022

30. Terminating plan

    By Guest AngelQ, January 13, 2000
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 13, 2000

31. Leaving a PEP

    By Nic Pospiech, October 26, 2023
    • 2 replies
    • 2.1k views
    • 
    • CuseFan
    • October 26, 2023

32. Treatment of deferrals in excess of 402(g) limit ($10,000 in 1999) in

    By Guest PLHart, September 27, 2000
    • 2 replies
    • 1.6k views
    • 
    • MR
    • September 27, 2000

33. Affiliated Service Group

    By Guest saotampa, May 17, 2007
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • May 22, 2007

34. Statements for 401-K

    By Guest elflauta, November 8, 2009
    • 2 replies
    • 998 views
    • 
    • Guest
    • November 9, 2009

35. Relative Value for Money Purchase Plans?

    By austin3515, May 3, 2010
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • May 3, 2010

36. TIAA CREF Conversion

    By MjInvestments, April 4, 2017   

    • tiaa-cref
    • tiaa
    • (and 1 more)

      Tagged with:

      • tiaa-cref
      • tiaa
      • variable annuity
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • April 5, 2017

37. ASG - Coverage Transition

    By Gilmore, December 21, 2018
    • 2 replies
    • 546 views
    • 
    • Gilmore
    • December 26, 2018

38. Final 5500-SF

    By Ahuntingus, June 1, 2020
    • 2 replies
    • 649 views
    • 
    • Ahuntingus
    • June 1, 2020

39. Exclusion of employees

    By Guest Laura Millwood, December 3, 1998
    • 2 replies
    • 1.8k views
    • 
    • KIP KRAUS
    • December 4, 1998

40. QNEC to Satisfy Failed ADP Test

    By Guest ELS, September 21, 1999
    • 2 replies
    • 3.5k views
    • 
    • MWeddell
    • September 21, 1999

41. contribution in error

    By 52626, December 5, 2022
    • 2 replies
    • 711 views
    • 
    • Luke Bailey
    • December 6, 2022

42. "Un-terminating" a 401(k) Plan

    By Guest EMC, January 26, 2001
    • 2 replies
    • 2.8k views
    • 
    • david rigby
    • January 29, 2001

43. Client erroneously informed ee’s of discontinuation of match

    By Guest Powers, November 18, 2002
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • November 20, 2002

44. Can existing 401(k) Plan be amended to include safe harbor provisions?

    By smm, December 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • 2muchstress
    • December 27, 2002

45. Retroactive amendment to increase contribution limits

    By Guest Guanoman, March 11, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 12, 2004

46. safe harbor plan in controlled group

    By Guest LoloV, October 18, 2004
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 29, 2004

47. Catch-up Question

    By MBCarey, May 4, 2005
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • May 4, 2005

48. Corrected 1099s--Participant issues

    By Guest kjcurly, July 26, 2006
    • 2 replies
    • 1.8k views
    • 
    • JanetM
    • July 28, 2006

49. 401k fees

    By Guest Nico, February 3, 2007
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • February 5, 2007

50. Foreign Trustee?

    By Guest padmin, April 19, 2007
    • 2 replies
    • 6.2k views
    • 
    • Peter Gulia
    • April 21, 2007