401(k) Plans

19,337 topics in this forum

1. Hardship Withdrawal vs. Bridge loan for two mortgages (new house and old house that has not yet sold).

   By Guest CRA, October 15, 2003
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • October 15, 2003

2. 6057(e)

   By Guest moltengater, August 25, 2005
   • 2 replies
   • 1.2k views
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   • Guest
   • August 26, 2005

3. Katrina Distributions

   By k man, November 4, 2005
   • 2 replies
   • 1.2k views
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   • k man
   • November 4, 2005

4. Testing otherwise excludable ees separately

   By Santo Gold, January 12, 2007
   • 2 replies
   • 1.1k views
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   • Mike Preston
   • January 14, 2007

5. VCFP vs. self correction

   By Guest CRM, May 28, 2009
   • 2 replies
   • 5.8k views
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   • Guest
   • May 28, 2009

6. YOS credited when?

   By Guest JPIngold, December 11, 2009
   • 2 replies
   • 1.5k views
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   • Guest
   • December 11, 2009

7. Prohibited Transaction

   By 30Rock, September 29, 2010
   • 2 replies
   • 1.2k views
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   • Guest
   • October 5, 2010

8. Pre RMD vs Post RMD

   By Nassau, April 14, 2011
   • 2 replies
   • 1.1k views
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   • ETA Consulting LLC
   • April 14, 2011

9. Undocumented Immigrant

   By Guest BED, August 19, 2011
   • 2 replies
   • 2.7k views
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   • Peter Gulia
   • August 19, 2011

10. Top Heavy Minimum and funding of PY PS in not top heavy plan year

    By legort69, September 16, 2012
    • 2 replies
    • 1k views
    • 
    • BG5150
    • September 17, 2012

11. Top Heavy Contributions

    By Stash026, June 21, 2019
    • 2 replies
    • 528 views
    • 
    • Tom Poje
    • June 21, 2019

12. Two Companies/Plans - Shared Employee as Plan Administrator on Both

    By Christina, August 7, 2020
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • August 8, 2020

13. Any advice on converting a pdf of a Sungard plan doc to an xml file without access to the original software or template?

    By MeetMeInTheBackdoorRoth, May 19, 2022   

    • ftwilliam
    • document
    • (and 1 more)

      Tagged with:

      • ftwilliam
      • document
      • conversion
    • 2 replies
    • 641 views
    • 
    • CuseFan
    • May 19, 2022

14. Plan Year Different from Company Fiscal Year

    By LCARUSI, September 29, 1999
    • 2 replies
    • 2.4k views
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    • Guest
    • October 13, 1999

15. If 401(k) plan requires ppts to be active on 12/31 to receive match...

    By DayinJune, July 2, 2024
    • 2 replies
    • 533 views
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    • CuseFan
    • July 2, 2024

16. May non-union members in "right to work" states be tested

    By Guest Jose Rosario, March 30, 2001
    • 2 replies
    • 1.3k views
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    • KJohnson
    • April 2, 2001

17. Top heavy 401(k)-dual eligibility

    By Guest Dolores Lawrence, August 10, 2001
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • August 11, 2001

18. 402(g) Excess Gap Period Loss

    By Guest mac_qka, April 1, 2008
    • 2 replies
    • 1.6k views
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    • Harwood
    • April 2, 2008

19. Plan Year Different from Corporate Year

    By DP, July 24, 2008
    • 2 replies
    • 1.2k views
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    • Guest
    • July 26, 2008

20. ASG member adopts existing SH in final 3 months-OK?

    By Guest lushbenefits, October 15, 2008
    • 2 replies
    • 1k views
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    • Jim Chad
    • October 16, 2008

21. European 401k Plan and U.S. 401k Plan

    By Zoey, April 7, 2010
    • 2 replies
    • 1.4k views
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    • Zoey
    • April 13, 2010

22. Short Plan Year Safe Harbor Plan

    By Guest lovework, September 17, 2014
    • 2 replies
    • 1.6k views
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    • Kevin C
    • September 24, 2014

23. TPA

    By TPAexplorer, January 4, 2019   

    • safe harbor 401k plan with new comp allocation
    • 2 replies
    • 650 views
    • 
    • JackS
    • January 7, 2019

24. 12(b)-1 Fees - Keep them or give them to plan participants?

    By Guest TRUST53, December 18, 1998
    • 2 replies
    • 1.6k views
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    • Jon Chambers
    • December 31, 1998

25. Electronic Enrollment Questions

    By Guest Letocha, January 12, 2001
    • 2 replies
    • 1.9k views
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    • RCK
    • January 12, 2001

26. Multiple Employer Plan

    By jpod, September 26, 2002
    • 2 replies
    • 2.2k views
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    • mbozek
    • September 27, 2002

27. Maximum contribution

    By FJR, December 11, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • December 11, 2002

28. Seperate Line of Business Clarification

    By Guest jml24star, August 18, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 19, 2004

29. PS 58 Costs

    By rlb64, September 9, 2004
    • 2 replies
    • 1.8k views
    • 
    • rlb64
    • September 10, 2004

30. Attribution...

    By K-t-F, February 28, 2005
    • 2 replies
    • 1.4k views
    • 
    • K-t-F
    • March 1, 2005

31. Ineligible Employee Deferrals

    By Guest PCS Inc, February 8, 2007
    • 2 replies
    • 1.5k views
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    • Guest
    • February 9, 2007

32. Net earned income computation for partnership

    By Guest tmills, October 23, 2007
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • October 23, 2007

33. HCE-Attribution

    By PFranckowiak, February 10, 2010
    • 2 replies
    • 3.3k views
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    • PFranckowiak
    • February 11, 2010

34. Using Matching Contributions in ADP Test

    By Guest lizano, October 22, 2010
    • 2 replies
    • 1.9k views
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    • Guest
    • October 22, 2010

35. Large Organiztion / Indiv Trustee vs Directed Corp.Trustee

    By austin3515, September 15, 2016
    • 2 replies
    • 736 views
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    • JRN
    • September 15, 2016

36. Small Corrections in EPCRS

    By austin3515, August 9, 2020
    • 2 replies
    • 788 views
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    • austin3515
    • August 9, 2020

37. Auto-escalate mid plan year tied to salary increases?

    By Steamboat, January 25, 2021
    • 2 replies
    • 739 views
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    • david rigby
    • January 28, 2021

38. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026, September 13, 2021
    • 2 replies
    • 1.8k views
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    • Bob the Swimmer
    • September 15, 2021

39. How to report excess contributions to IRS

    By Guest MFuentes, February 5, 2000
    • 2 replies
    • 1.3k views
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    • Guest
    • February 5, 2000

40. ADP refunds and withholding

    By BG5150, February 9, 2023
    • 2 replies
    • 542 views
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    • D Lewis
    • February 10, 2023

41. Any problems or concerns when a 401(k) plan covers only Non-Highly Com

    By Dawn Hafner, May 19, 2000
    • 2 replies
    • 1.5k views
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    • John A
    • May 19, 2000

42. 401k Loan for Primary Residence. Settled a month ago

    By 401king, September 11, 2023
    • 2 replies
    • 920 views
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    • fmsinc
    • September 12, 2023

43. Family attribution causes 3%-owner husband and 3%-owner wife to be a 6

    By Guest ANNEBV, November 6, 2000
    • 2 replies
    • 1.7k views
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    • Alf
    • November 6, 2000

44. 1099 Employees

    By Guest darrensoup, January 20, 2005
    • 2 replies
    • 2.3k views
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    • Guest
    • January 20, 2005

45. Life Insurance Policies in DB Plans

    By Guest JTS1675, June 7, 2005
    • 2 replies
    • 1.4k views
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    • Belgarath
    • June 7, 2005

46. Top Paid Group

    By CJS07, March 12, 2009
    • 2 replies
    • 1.2k views
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    • Mike Preston
    • March 12, 2009

47. PPA Quarterly Statements

    By imchipbrown, May 28, 2009
    • 2 replies
    • 1.8k views
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    • Bird
    • May 29, 2009

48. Auto-Increase mistakes

    By fiona1, November 12, 2009
    • 2 replies
    • 1.3k views
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    • RCK
    • November 13, 2009

49. Severance--12 months of no 401k deferrals

    By Oh so SIMPLE, September 17, 2012
    • 2 replies
    • 1.2k views
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    • Lou S.
    • September 18, 2012

50. Reduced elective deferral limit for a subset of HCEs

    By buckaroo, July 29, 2014
    • 2 replies
    • 951 views
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    • MWeddell
    • July 30, 2014