401(k) Plans

19,321 topics in this forum

1. Controlled GRoup?

   By austin3515, December 20, 2012
   • 2 replies
   • 877 views
   • 
   • four01kman
   • December 20, 2012

2. 401(k) Borrowing

   By Guest John P., November 14, 2014
   • 2 replies
   • 1.2k views
   • 
   • austin3515
   • November 15, 2014

3. Short Plan Year - Match correction

   By Gilmore, August 9, 2018
   • 2 replies
   • 559 views
   • 
   • Gilmore
   • August 10, 2018

4. "Employee Elective Deferral Failure" under RP 2019-19

   By Belgarath, July 2, 2019
   • 2 replies
   • 1.3k views
   • 
   • Below Ground
   • August 14, 2019

5. Controlled Group Question

   By Becky Schwing, December 15, 2020
   • 2 replies
   • 1.1k views
   • 
   • FORMER ESQ.
   • December 15, 2020

6. Workday HR software set-up for DC plan - options for 415 limit

   By bito'money, September 22, 2021
   • 2 replies
   • 972 views
   • 
   • bito'money
   • September 22, 2021

7. De Facto Terminations

   By Guest Laura Millwood, July 10, 1999
   • 2 replies
   • 1.9k views
   • 
   • KJohnson
   • July 13, 1999

8. need professional help and reassurance - solo 401k anxiety

   By anxious, December 26, 2022
   • 2 replies
   • 655 views
   • 
   • Appleby
   • January 2, 2023

9. Timing of 401k contribution via ACH (remittance and allocation)

   By TGIF, November 21, 2023
   • 2 replies
   • 2.2k views
   • 
   • Luke Bailey
   • November 27, 2023

10. Forfeiture Reallocations Timing

    By Guest Charles G, December 22, 2000
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • December 27, 2000

11. plan design after EGTRRA for very small employer

    By Guest deathbycashcall, November 8, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • November 8, 2001

12. Consequences of non-safe harbor hardship distribution

    By mariemonroe, July 11, 2005
    • 2 replies
    • 1.6k views
    • 
    • mariemonroe
    • July 11, 2005

13. Excess Deferrals

    By thepensionmaven, September 27, 2016
    • 2 replies
    • 790 views
    • 
    • Tom Poje
    • September 29, 2016

14. Employee leaving Co. for another Co. in Controlled Group QSLOB

    By Phlyers, January 15, 2018
    • 2 replies
    • 2k views
    • 
    • Phlyers
    • January 17, 2018

15. LTD insurance policies in qualified plan -- premiums taxable to partic

    By Guest LOhmer, August 25, 1998
    • 2 replies
    • 6.5k views
    • 
    • LCARUSI
    • August 27, 1998

16. Client wants to make additional integrated non-elective contribution o

    By KateSmithPA, May 21, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • May 22, 2001

17. Enron

    By fidu, November 29, 2001
    • 2 replies
    • 1.8k views
    • 
    • Jon Chambers
    • November 30, 2001

18. Age 50 Matching Contributions

    By Guest koolkid, March 14, 2002
    • 2 replies
    • 1.5k views
    • 
    • John A
    • July 18, 2002

19. Finding Legislation on the Web

    By Guest CCarter, July 9, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 9, 2002

20. 10 life 401(k) plam

    By Guest dubya, March 18, 2004
    • 2 replies
    • 1.1k views
    • 
    • Demosthenes
    • March 19, 2004

21. Top Heavy allocation and use in 410(b) test

    By Guest hog4you2, April 5, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 6, 2004

22. Amending plan....

    By K-t-F, April 26, 2004
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • April 26, 2004

23. Lost earnings on a Match

    By JKW, June 18, 2014
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • June 19, 2014

24. Auto Enroll Missed Deferral Correction Sunset

    By austin3515, October 16, 2020
    • 2 replies
    • 910 views
    • 
    • austin3515
    • October 16, 2020

25. Hardship for Student Loan

    By Guest mrskelly2u, August 16, 2001
    • 2 replies
    • 2.1k views
    • 
    • Jon Chambers
    • August 18, 2001

26. Receivable Contributions & RMD

    By metsfan026, November 21, 2025
    • 2 replies
    • 317 views
    • 
    • metsfan026
    • November 21, 2025

27. Merger of MPPP to 401(k) and on-going loan repayments

    By Guest andmik, June 19, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 19, 2002

28. reporting excess annual additions

    By Guest agordon, January 30, 2004
    • 2 replies
    • 2.5k views
    • 
    • Harwood
    • January 30, 2004

29. Primary Residence Loans

    By rlb64, January 3, 2005
    • 2 replies
    • 1.3k views
    • 
    • rlb64
    • January 3, 2005

30. Safe Harbor auto enrollment

    By Guest TrustMe401k, September 28, 2006
    • 2 replies
    • 1.6k views
    • 
    • four01kman
    • September 28, 2006

31. Stock Attirbution

    By K-t-F, July 30, 2008
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • July 30, 2008

32. IRS questionnaire

    By PAL, February 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • PAL
    • February 19, 2010

33. TH Minimum to New Keys

    By austin3515, October 28, 2010
    • 2 replies
    • 850 views
    • 
    • DMcGovern
    • October 28, 2010

34. Does vesting credit at separated firm count?

    By Jim Chad, March 23, 2011
    • 2 replies
    • 943 views
    • 
    • Jim Chad
    • March 25, 2011

35. Keeping up with State Tax Withholding Requirements

    By 401king, May 17, 2012
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • May 17, 2012

36. Definition of Compensation to be used include or exclude disability payments?

    By Bruddah Kimo, March 8, 2013
    • 2 replies
    • 2.4k views
    • 
    • PensionPro
    • March 8, 2013

37. Which entry date do I use?

    By Guest RCAB, January 22, 2014   

    • hours
    • participation
    • (and 1 more)

      Tagged with:

      • hours
      • participation
      • eligibility
    • 2 replies
    • 1.4k views
    • 
    • ESOP Guy
    • January 23, 2014

38. Auto Enroll Notices

    By JKW, November 29, 2016
    • 2 replies
    • 850 views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2016

39. HCE violated 402(g)... effect on profit sharing?

    By AlbanyConsultant, March 7, 2017
    • 2 replies
    • 502 views
    • 
    • AlbanyConsultant
    • March 8, 2017

40. How to report on 1099R Direct Rollover from Designated Roth Account of 401(k) Plan to Roth IRA

    By AdKu, April 26, 2018   

    • direct rollover - designated roth account from 401(k) plan to roth ira
    • 2 replies
    • 1.6k views
    • 
    • Kristina
    • April 26, 2018

41. Bankruptcy Question

    By bzorc, January 21, 2019
    • 2 replies
    • 978 views
    • 
    • Luke Bailey
    • January 22, 2019

42. Catch-Up Contributions

    By Christopher Wilson, January 22, 2022
    • 2 replies
    • 729 views
    • 
    • BG5150
    • January 24, 2022

43. Safe harbor plan, disaggregation

    By JRN, August 18, 2022
    • 2 replies
    • 855 views
    • 
    • JRN
    • August 23, 2022

44. Getting Participants to Sign Waiver Regarding Self-Direction of 401(k)

    By Guest McElroy, June 13, 2000
    • 2 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • June 14, 2000

45. overfunded match contributions

    By pmacduff, May 16, 2024
    • 2 replies
    • 825 views
    • 
    • Lou S.
    • May 16, 2024

46. FMLA and Qualified Plans

    By Guest James Denny, January 7, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 7, 2003

47. Match Question

    By wsp, July 6, 2006
    • 2 replies
    • 1.6k views
    • 
    • BG5150
    • July 11, 2006

48. Trust Identification Numbers

    By BG5150, September 5, 2006
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • September 6, 2006

49. Roth Questions

    By 401_4_ever, November 20, 2006
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • November 22, 2006

50. Benefits, Rights and Features Issues

    By rlb64, April 3, 2007
    • 2 replies
    • 1.9k views
    • 
    • J Simmons
    • April 4, 2007