401(k) Plans

19,317 topics in this forum

1. Appointment of Trustee

   By Susan S., June 29, 2016
   • 12 replies
   • 5.3k views
   • 
   • GMK
   • June 30, 2016

2. Pre-tax 401k Rolled into a ROth IRA

   By austin3515, September 14, 2009
   • 12 replies
   • 2.9k views
   • 
   • austin3515
   • September 20, 2009

3. Deducting 2020 and 2021 in 2021

   By austin3515, June 25, 2021
   • 12 replies
   • 949 views
   • 
   • austin3515
   • July 8, 2021

4. Plan Loans in Bankruptcy

   By Guest kjk, June 28, 2002
   • 12 replies
   • 3.6k views
   • 
   • RTK
   • August 2, 2002

5. Party in Interest

   By Randy Watson, July 22, 2005
   • 12 replies
   • 2.4k views
   • 
   • QDROphile
   • August 2, 2005

6. SECURE 2.0 Deduction for Roth employer contributions

   By Ian, January 27, 2023
   • 12 replies
   • 1.9k views
   • 
   • RatherBeGolfing
   • February 5, 2023

7. Safe Harbor - revised for previous year

   By Guest jimmybeau, December 22, 2008
   • 12 replies
   • 1.9k views
   • 
   • Kevin C
   • December 31, 2008

8. Highly Compensated Employee Retirement Savings

   By Guest pingilipkr, July 19, 2008
   • 12 replies
   • 3.6k views
   • 
   • masteff
   • August 5, 2008

9. Hardship - 5 Wheeler considered primary residence?

   By katie58, June 8, 2015
   • 12 replies
   • 4.2k views
   • 
   • ESOP Guy
   • June 10, 2015

10. 3% Safe Harbor - Shareholder option

    By Guest EricWings, November 28, 2011
    • 12 replies
    • 2.2k views
    • 
    • K2retire
    • December 30, 2011

11. Restating a MPP to a PSP

    By kwalified, December 5, 2012
    • 12 replies
    • 2.2k views
    • 
    • kwalified
    • June 12, 2013

12. Mutual Fund "Late Trading" to be abolished under proposal by SEC Chairman Donaldson

    By four01kman, November 19, 2003
    • 12 replies
    • 1.8k views
    • 
    • ljr
    • December 1, 2003

13. Terminated Participant Was OverpaidHow Do We "Retrieve" the Overpayment?

    By Guest annieap1, October 15, 2004
    • 12 replies
    • 6k views
    • 
    • mbozek
    • October 19, 2004

14. 410(b) failure in controlled group setting

    By AndyH, September 18, 2003
    • 12 replies
    • 3.4k views
    • 
    • AndyH
    • September 19, 2003

15. Prepaid elective deferrals

    By Guest esi-jht, August 22, 2006
    • 12 replies
    • 2.8k views
    • 
    • GBurns
    • August 25, 2006

16. Distribution Fee for Small Balance

    By pixmax, April 3, 2013
    • 12 replies
    • 6.7k views
    • 
    • Bill Presson
    • April 4, 2013

17. Vesting

    By katie58, December 18, 2014
    • 12 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2014

18. Excess Contributions and the 415 Limit

    By msmith, January 20, 2016
    • 12 replies
    • 8k views
    • 
    • msmith
    • February 22, 2016

19. Employer filed tax return. Can they amend return and make a P/S contri

    By Guest S FISCHER, March 27, 2001
    • 12 replies
    • 3.7k views
    • 
    • mbozek
    • September 16, 2002

20. Merger Money Purchase Plan into Profit Sharing Plan

    By Guest jpetrancosta, June 11, 2002
    • 12 replies
    • 4.5k views
    • 
    • KJohnson
    • June 17, 2002

21. 401(k) participant market risk and longevity risk

    By mz27514, November 20, 2020   

    • market risk
    • volatility
    • (and 2 more)

      Tagged with:

      • market risk
      • volatility
      • longevity
      • investment return
    • 12 replies
    • 1k views
    • 
    • MWeddell
    • December 11, 2020

22. DFVCP Following IRS Penalty Assessment

    By EBECatty, August 29, 2023
    • 12 replies
    • 4.3k views
    • 
    • Luke Bailey
    • September 21, 2023

23. PTLT

    By thepensionmaven, January 3, 2024
    • 12 replies
    • 1.3k views
    • 
    • Gilmore
    • January 4, 2024

24. ADP & Catch-up

    By Guest Rosemary Raymer, February 13, 2003
    • 12 replies
    • 2.7k views
    • 
    • MGB
    • April 21, 2003

25. Each in own group / No Allocation Conditions

    By austin3515, February 1, 2023
    • 12 replies
    • 1.4k views
    • 
    • austin3515
    • February 2, 2023

26. Profit Sharing for owner who is the only eligible participant

    By Alex Daisy, September 16, 2009
    • 12 replies
    • 1.5k views
    • 
    • Guest
    • September 23, 2009

27. very late deposit and DOL audit

    By Jim Chad, November 9, 2009
    • 12 replies
    • 1.8k views
    • 
    • BG5150
    • November 10, 2009

28. 100% match coupled with a SH match

    By K-t-F, June 20, 2023
    • 12 replies
    • 1.6k views
    • 
    • Bird
    • June 26, 2023

29. Locating a lost participant with money in a terminating 401(K) Plan

    By Guest jkrad, January 5, 2004
    • 12 replies
    • 2.5k views
    • 
    • Harwood
    • January 7, 2004

30. Best plan suggestion

    By Guest yukon, August 22, 2005
    • 12 replies
    • 1.7k views
    • 
    • Guest
    • August 26, 2005

31. Schwab "Solo 401(k)"

    By PamR, July 21, 2022
    • 12 replies
    • 2.3k views
    • 
    • RatherBeGolfing
    • July 24, 2022

32. ADP failure/Catch-up

    By Guest TrustMe401k, December 23, 2004
    • 12 replies
    • 2.4k views
    • 
    • pmacduff
    • December 28, 2004

33. Is employee terminated for rollover if still part time?

    By CKR, April 17, 2020
    • 12 replies
    • 2k views
    • 
    • david rigby
    • April 18, 2020

34. Solo-K gone wild

    By 401k Conundrums, September 16, 2025
    • 12 replies
    • 4.1k views
    • 
    • John Feldt ERPA CPC QPA
    • September 18, 2025

35. Immediate eligibility ADP testing

    By Sully, February 24, 2006
    • 12 replies
    • 4.4k views
    • 
    • MWeddell
    • March 9, 2006

36. Is there any 401k rollover service?

    By Shuo, January 21, 2021
    • 12 replies
    • 1.6k views
    • 
    • ESOP Guy
    • January 21, 2021

37. Safe Harbor "Maybe" Notice

    By Alex Daisy, November 7, 2008
    • 12 replies
    • 10.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 17, 2008

38. Fidelity Short Term Redemption Fees!

    By Guest Sehrl, January 26, 2004
    • 12 replies
    • 4.7k views
    • 
    • wsp
    • September 26, 2005

39. No Contributions in the First Plan Year

    By BeanCounterBlues, February 20, 2017
    • 12 replies
    • 1.5k views
    • 
    • austin3515
    • February 24, 2017

40. Related Rollovers

    By TC1, May 13, 2022
    • 12 replies
    • 1.4k views
    • 
    • Bird
    • May 17, 2022

41. eligibility question

    By cpc0506, February 26, 2013
    • 12 replies
    • 3.1k views
    • 
    • 12AX7
    • March 1, 2013

42. Allocating Gains Loss on Pooled Accounts

    By Karoline Curran, March 1, 2019
    • 12 replies
    • 2.9k views
    • 
    • justanotheradmin
    • March 5, 2019

43. Here's a wierd thought

    By imchipbrown, April 20, 2000
    • 12 replies
    • 1.8k views
    • 
    • Bob R
    • May 12, 2000

44. Amnending SH Plan AFTER SH Notice Distributed

    By austin3515, January 2, 2019
    • 12 replies
    • 786 views
    • 
    • shERPA
    • January 4, 2019

45. Commissions paid to owner of LLC filing as S Corp

    By legort69, May 5, 2021
    • 12 replies
    • 2.7k views
    • 
    • tom ford
    • May 28, 2024

46. 401k for passthrough LLC

    By Guest markol, December 4, 2008
    • 12 replies
    • 5.2k views
    • 
    • QDROphile
    • December 5, 2008

47. Can match formula be independent of amount of deferral?

    By John A, March 30, 2001
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • April 1, 2001

48. Successor 401(k) Plans - correction thoughts

    By TPApril, September 16, 2014
    • 12 replies
    • 1.9k views
    • 
    • Kevin C
    • September 23, 2014

49. During blackout period for trustee/recordkeeper conversion, what shoul

    By EGB, January 17, 2000
    • 12 replies
    • 9.1k views
    • 
    • Guest
    • February 2, 2000

50. Employer Contribution

    By Guest 401kadmin, August 28, 2006
    • 12 replies
    • 2.4k views
    • 
    • Bird
    • September 1, 2006