401(k) Plans

19,321 topics in this forum

1. Plan Eligibility

   By Nassau, May 22, 2013
   • 2 replies
   • 959 views
   • 
   • Tom Poje
   • May 22, 2013

2. Terminating Solo 401k

   By Guest KRS401k, November 20, 2013
   • 2 replies
   • 2.1k views
   • 
   • mbozek
   • November 21, 2013

3. Expired I140 Cheque and reissue

   By krishna182, September 25, 2017
   • 2 replies
   • 1.4k views
   • 
   • ESOP Guy
   • September 25, 2017

4. Prevailing wage only plan termination

   By pjb1835, November 8, 2017   

   • plan termination
   • 2 replies
   • 645 views
   • 
   • austin3515
   • November 9, 2017

5. Plan Sponsor is an ESOP - testing?

   By Tom, January 5, 2018
   • 2 replies
   • 2.2k views
   • 
   • ESOP Guy
   • January 5, 2018

6. Controlled group and safe harbor

   By JPIngold, August 2, 2018
   • 2 replies
   • 1.2k views
   • 
   • JPIngold
   • August 6, 2018

7. Amending from Plan Year Match to Per Payroll Mid-Year

   By Hayden Taylor, April 23, 2020
   • 2 replies
   • 800 views
   • 
   • MWeddell
   • September 15, 2020

8. Mandatory Roth catch-up

   By Ian, January 19, 2025
   • 2 replies
   • 1.2k views
   • 
   • Ian
   • January 20, 2025

9. Which comes first - 401(k) or 125?

   By Guest MLH, February 12, 2002
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • February 12, 2002

10. New Comparability Plan

    By Guest JDK, February 9, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 10, 2007

11. Plan terminating mid year

    By 30Rock, May 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • 30Rock
    • May 10, 2011

12. Safe Harbor

    By Guest donl, February 24, 2012
    • 2 replies
    • 932 views
    • 
    • MWeddell
    • March 1, 2012

13. top heavy exemption or not

    By Gary, May 10, 2012
    • 2 replies
    • 2k views
    • 
    • chc93
    • May 10, 2012

14. 3-part organization with a 401(k) is no longer part of a controlled gr

    By Guest ars, February 7, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 10, 2000

15. Loan Repayments While On Suspension

    By metsfan026, March 12, 2024
    • 2 replies
    • 813 views
    • 
    • metsfan026
    • March 14, 2024

16. 4 months of 401K deductions have not been put into the 401k plan. What

    By Guest stinnett2000, January 13, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 17, 2001

17. personal rate of return

    By Guest 401k guru, September 24, 2001
    • 2 replies
    • 1.9k views
    • 
    • MGB
    • September 24, 2001

18. Allocation of Profit Sharing Contributions

    By Guest Donaldson, January 31, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 31, 2003

19. Refinancing a loan in default

    By Guest lforesz, March 26, 2003
    • 2 replies
    • 2k views
    • 
    • Kirk Maldonado
    • March 26, 2003

20. Required Minimum Distribution

    By Guest CCarter, October 15, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • October 15, 2003

21. ADP Question

    By billfgrady, March 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 2, 2004

22. Add-in Mandatory Cash-out

    By Guest ebailey, April 30, 2009
    • 2 replies
    • 1.7k views
    • 
    • Christine Roberts
    • March 7, 2011

23. Catch up on match?

    By Guest Key Lime Pie, March 20, 2011
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 21, 2011

24. Merging 401(k) Plans

    By Guest JPIngold, November 2, 2012
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • November 2, 2012

25. LTD to Active Status and 401(k) loan

    By justasking, November 7, 2014
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • November 7, 2014

26. Definition of Actively Employed...

    By Stash026, April 25, 2019
    • 2 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 26, 2019

27. Vesting Schedules

    By Guest russo40, June 15, 1999
    • 2 replies
    • 1.7k views
    • 
    • M R Bernardin
    • June 16, 1999

28. Can restructuring for eligibility be done for ACP testing purposes or

    By John A, February 10, 2000
    • 2 replies
    • 1.4k views
    • 
    • John A
    • February 10, 2000

29. ADP Test in Control Groups

    By Guest JF, May 26, 2000
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • May 26, 2000

30. What SECURE 2022 changes start with 2024?

    By Peter Gulia, September 13, 2023
    • 2 replies
    • 630 views
    • 
    • Peter Gulia
    • September 13, 2023

31. Limits when replacing SIMPLE-IRA mid-year with a Safe Harbor 401(k)

    By Belgarath, July 8, 2024
    • 2 replies
    • 785 views
    • 
    • Belgarath
    • July 9, 2024

32. Excess Contributions Refunds

    By Guest Peter Riggins, June 17, 2002
    • 2 replies
    • 1.9k views
    • 
    • pjkoehler
    • June 17, 2002

33. ADP Excesses

    By Brian Gallagher, March 7, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2003

34. nonspouse beneficiary

    By Guest gregens, July 2, 2003
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 2, 2003

35. Retroactive S Corp Election by LLC (abridged)

    By austin3515, March 2, 2004
    • 2 replies
    • 1.8k views
    • 
    • austin3515
    • March 3, 2004

36. Mistaken force-out

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

37. Administrative Fees

    By Guest cconnell, June 28, 2006
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • June 28, 2006

38. Safe harbor match withdrawal restrictions

    By PAL, September 25, 2006
    • 2 replies
    • 2.9k views
    • 
    • Tom Poje
    • September 25, 2006

39. corrective QNEC and 402(g) limit

    By Guest anne1, November 16, 2006
    • 2 replies
    • 3.2k views
    • 
    • BG5150
    • November 17, 2006

40. Immediate entry if hired by XX Date..

    By jkharvey, March 30, 2007
    • 2 replies
    • 1.4k views
    • 
    • PLAN MAN
    • March 31, 2007

41. Form 1099-R

    By Guest Phineas, December 15, 2009
    • 2 replies
    • 1.6k views
    • 
    • GMK
    • December 15, 2009

42. Corrective process for IRA after-tax basis rolled into 401k?

    By jimjo, April 18, 2017
    • 2 replies
    • 642 views
    • 
    • hr for me
    • April 24, 2017

43. Safe Harbor 401k and Tradional 401k in a Controlled Group

    By timofeo, April 23, 2020
    • 2 replies
    • 480 views
    • 
    • timofeo
    • July 1, 2020

44. Ineligible Participants

    By Guest HHR, June 10, 2003
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 12, 2003

45. Loans can or cannot be rolled over ? HELP !

    By Guest bjschiedel, July 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • July 27, 2004

46. small terminated participant balance

    By Guest luckey11, September 22, 2005
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • September 22, 2005

47. Employer Tax ID for 401(k)

    By Guest bouncingsoul, May 22, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 22, 2006

48. ADP Test for Prevailing Wage Plan

    By Guest notapensiongeek, August 25, 2008
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • August 25, 2008

49. Spouse of owner always HCE

    By ombskid, April 10, 2010
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • April 11, 2010

50. New Regulations for puerto rico plans

    By Guest lync, May 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • neekish
    • May 21, 2015