401(k) Plans

19,334 topics in this forum

1. Vesting for Transferred Employees

   By Guest GG, February 8, 2000
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • September 14, 2001

2. eligibility for employee who was in a class not eligible to participate

   By Guest scamacho, February 8, 2005
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • February 15, 2005

3. employee/plan merger juggernaut

   By Guest basilb, January 6, 2006
   • 2 replies
   • 1.4k views
   • 
   • WDIK
   • January 9, 2006

4. Real Estate Investment in Plan

   By Jilliandiz, February 9, 2007
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • February 9, 2007

5. Key/HCE?

   By pixmax, December 14, 2009
   • 2 replies
   • 1.2k views
   • 
   • Mike Preston
   • December 14, 2009

6. PPA and Quarterly Statements

   By Dazednconfused, February 11, 2010
   • 2 replies
   • 1k views
   • 
   • austin3515
   • February 12, 2010

7. compensation used

   By Gary, September 29, 2010
   • 2 replies
   • 1.2k views
   • 
   • Tom Poje
   • September 30, 2010

8. Plan Eligibility

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

9. Terminating Solo 401k

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

10. Expired I140 Cheque and reissue

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

11. Prevailing wage only plan termination

    By pjb1835, November 8, 2017   

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

12. Plan Sponsor is an ESOP - testing?

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

13. Controlled group and safe harbor

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

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

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

15. Mandatory Roth catch-up

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

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

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

17. SECURE 2.0 Roth catch-ups

    By Itsamario, January 21
    • 2 replies
    • 292 views
    • 
    • Peter Gulia
    • 17 hours ago

18. New Comparability Plan

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

19. Plan terminating mid year

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

20. Safe Harbor

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

21. top heavy exemption or not

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

22. 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

23. Loan Repayments While On Suspension

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

24. 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

25. personal rate of return

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

26. 1099-R codes for excess deferrals and attributable income that is being distributed 4 years after the excess deferrals

    By Sami Nasser, January 21
    • 2 replies
    • 343 views
    • 
    • Artie M
    • January 29

27. Allocation of Profit Sharing Contributions

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

28. Refinancing a loan in default

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

29. Required Minimum Distribution

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

30. ADP Question

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

31. Add-in Mandatory Cash-out

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

32. Catch up on match?

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

33. Merging 401(k) Plans

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

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

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

35. Definition of Actively Employed...

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

36. Vesting Schedules

    By Guest russo40, June 15, 1999
    • 2 replies
    • 1.8k views
    • 
    • M R Bernardin
    • June 16, 1999

37. 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

38. ADP Test in Control Groups

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

39. What SECURE 2022 changes start with 2024?

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

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

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

41. Excess Contributions Refunds

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

42. ADP Excesses

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

43. nonspouse beneficiary

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

44. Retroactive S Corp Election by LLC (abridged)

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

45. Mistaken force-out

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

46. Administrative Fees

    By Guest cconnell, June 28, 2006
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • June 28, 2006

47. Safe harbor match withdrawal restrictions

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

48. corrective QNEC and 402(g) limit

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

49. Immediate entry if hired by XX Date..

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

50. Form 1099-R

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