401(k) Plans

19,318 topics in this forum

1. Is it wise to rollover a 401K to an IRA if terminating employment?

   By Guest Mountain Man, August 23, 2000
   • 15 replies
   • 4.3k views
   • 
   • Guest
   • August 31, 2000

2. 401(k) Brokers

   By Guest samc6782, March 4, 2009
   • 5 replies
   • 4.3k views
   • 
   • Bird
   • March 5, 2009

3. Egtrra

   By Guest kgsingletary, October 29, 2001
   • 20 replies
   • 4.3k views
   • 
   • Bob R
   • November 13, 2001

4. excess deferrals and excess contributions ..form 5500 and statements

   By Draper55, May 6, 2014
   • 2 replies
   • 4.3k views
   • 
   • Tom Poje
   • May 6, 2014

5. Rev Proc 2008-50 Appendix A QNEC calculation

   By Guest CherylWD, March 23, 2011
   • 9 replies
   • 4.3k views
   • 
   • ETA Consulting LLC
   • April 1, 2011

6. Clarification of Sec. 3401(a) Wages

   By Guest Jimmy B, March 8, 2000
   • 1 reply
   • 4.3k views
   • 
   • John A
   • March 28, 2000

7. When had a "distribution" of excess contributions occurred?

   By Guest Grumpy455, March 29, 2005
   • 28 replies
   • 4.3k views
   • 
   • Guest
   • April 4, 2005

8. Board Resolution signature date

   By Benefits 101, September 18, 2012
   • 6 replies
   • 4.3k views
   • 
   • Bird
   • September 19, 2012

9. Compensation and Limits for Initial Short-Plan Year

   By Danny CPA, December 18, 2018
   • 14 replies
   • 4.3k views
   • 
   • ACK
   • December 21, 2018

10. Excluding part-time employees

    By Brian Gallagher, July 31, 2003
    • 13 replies
    • 4.3k views
    • 
    • Guest
    • August 1, 2003

11. Negative Contributions

    By Safeharbor29, July 21, 2015
    • 4 replies
    • 4.3k views
    • 
    • QDROphile
    • July 21, 2015

12. Substantial and Recurring Contributions

    By austin3515, September 17, 2013
    • 16 replies
    • 4.3k views
    • 
    • david rigby
    • September 18, 2013

13. Accrued Vacation as Contribution?

    By austin3515, May 9, 2018
    • 12 replies
    • 4.3k views
    • 
    • austin3515
    • May 9, 2018

14. deadline for making top heavy contribution to DC plan

    By k man, January 13, 2004
    • 5 replies
    • 4.3k views
    • 
    • Guest
    • January 12, 2005

15. Forfeitures to Fund QNECs for Missed Deferrals plus gains

    By legort69, April 22, 2021
    • 10 replies
    • 4.3k views
    • 
    • legort69
    • May 5, 2021

16. Top Heavy Determination

    By Guest kgsingletary, December 9, 2002
    • 19 replies
    • 4.3k views
    • 
    • Tom Poje
    • January 10, 2003

17. Max contributions for K1 partners

    By ratherbereading, January 14, 2020
    • 8 replies
    • 4.3k views
    • 
    • Luke Bailey
    • January 15, 2020

18. Stable Value Market Value Gain

    By MoJo, January 16, 2003
    • 20 replies
    • 4.3k views
    • 
    • MWeddell
    • April 2, 2003

19. FIdelity Bonding Coverage

    By stevena, January 14, 2004
    • 9 replies
    • 4.3k views
    • 
    • Guest
    • April 28, 2005

20. Suspend Safe Harbor for HCEs / Preserve SH

    By austin3515, March 30, 2020
    • 28 replies
    • 4.3k views
    • 
    • Luke Bailey
    • June 30, 2020

21. closely held organization

    By Guest MMorgan, October 6, 1998
    • 1 reply
    • 4.3k views
    • 
    • Dawn Hafner
    • October 6, 1998

22. True-up contribution

    By goldtpa, January 12, 2012
    • 5 replies
    • 4.3k views
    • 
    • masteff
    • January 12, 2012

23. 401k Safety in Bankruptcy

    By Guest Eric_2002, February 15, 2002
    • 16 replies
    • 4.3k views
    • 
    • mbozek
    • April 1, 2002

24. 401 K deemed loan

    By teckert, February 23, 2018
    • 15 replies
    • 4.3k views
    • 
    • Bird
    • March 1, 2018

25. Plan with no last day of plan year elected

    By Craig Schiller, March 26, 2015
    • 30 replies
    • 4.3k views
    • 
    • austin3515
    • April 22, 2015

26. K-1 compensation for calculating match/profit sharing?

    By Lori H, September 10, 2013
    • 2 replies
    • 4.3k views
    • 
    • Bird
    • September 11, 2013

27. Ineligible Distribution

    By Guest Amanda Davis, February 26, 2003
    • 6 replies
    • 4.3k views
    • 
    • Appleby
    • February 26, 2003

28. Deferring before eligible

    By Guest CGBS, February 24, 2000
    • 11 replies
    • 4.3k views
    • 
    • Guest
    • August 21, 2009

29. Fiduciary? (hardship approvals)

    By austin3515, January 22, 2010
    • 23 replies
    • 4.3k views
    • 
    • J Simmons
    • January 26, 2010

30. LLC - 401k contributions

    By Guest chris4013, April 18, 2005
    • 23 replies
    • 4.3k views
    • 
    • Bird
    • June 29, 2005

31. Definite predetermined allocation formula

    By Guest AJJ-EB, May 21, 2001
    • 9 replies
    • 4.2k views
    • 
    • KJohnson
    • September 12, 2002

32. FAILED ADP/ACP TEST and HCEs terminated and already took 100% of their account

    By Pammie57, February 21, 2022
    • 12 replies
    • 4.2k views
    • 
    • TPApril
    • March 6, 2024

33. Davis Bacon Limit for HCE's in ADP testing

    By kevind2010, February 17, 2011
    • 5 replies
    • 4.2k views
    • 
    • kevind2010
    • February 18, 2011

34. QSLOB 401(k) Question

    By Guest allisonperry, August 4, 2008
    • 3 replies
    • 4.2k views
    • 
    • JanetM
    • August 4, 2008

35. ADP Test Failure

    By Guest Buzzman, July 18, 2008
    • 11 replies
    • 4.2k views
    • 
    • Guest
    • July 23, 2008

36. Disproportionate Safe Harbor Match

    By Blackbirch, July 29, 2013   

    • Safe Harbor
    • Match
    • (and 2 more)

      Tagged with:

      • Safe Harbor
      • Match
      • Disproportionate Match
      • Safe Harbor Match
    • 7 replies
    • 4.2k views
    • 
    • masteff
    • August 5, 2013

37. Legal Options for Denied Benefits Case

    By Guest slufoot2000, July 20, 2004
    • 26 replies
    • 4.2k views
    • 
    • Guest
    • August 4, 2004

38. Unallocated forfeitures

    By Guest KLM3, May 5, 2009
    • 2 replies
    • 4.2k views
    • 
    • Guest
    • May 6, 2009

39. Fidelity vs. Fiduciary Bonds?

    By Guest susan w, May 14, 2001
    • 6 replies
    • 4.2k views
    • 
    • Guest
    • May 18, 2001

40. late deposits, safe harbor and profit sharing

    By eilano, June 22, 2010
    • 4 replies
    • 4.2k views
    • 
    • Kevin C
    • June 23, 2010

41. Distribution ?

    By Guest rachd, July 18, 2003
    • 7 replies
    • 4.2k views
    • 
    • Harwood
    • July 18, 2003

42. Spin Off Plan or New Plan???

    By Guest timkbaker, January 29, 2002
    • 10 replies
    • 4.2k views
    • 
    • Guest
    • June 19, 2002

43. Plan Termination Fees to Participants

    By perkinsran, July 16, 2015
    • 9 replies
    • 4.2k views
    • 
    • K2retire
    • July 20, 2015

44. Application of 401(a)(17) for Short Plan Year

    By Bruddah Kimo, October 30, 2009
    • 10 replies
    • 4.2k views
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    • J Simmons
    • October 31, 2009

45. spin off of participating employer

    By K2retire, July 12, 2018   

    • mid-year safe harbor amendments
    • controlled group
    • 3 replies
    • 4.2k views
    • 
    • JamesK
    • July 13, 2018

46. 401K match on catch up contributions

    By Guest Bayousaint, January 20, 2011
    • 7 replies
    • 4.2k views
    • 
    • Kevin C
    • January 24, 2011

47. ERISA investment requirements

    By fidu, October 24, 2002
    • 15 replies
    • 4.2k views
    • 
    • E as in ERISA
    • October 28, 2002

48. Failed ADP Test - QNECs - Terminated EEs

    By Guest Ted Kowalchuk, CFP, CFS,, August 16, 2006
    • 4 replies
    • 4.2k views
    • 
    • rcline46
    • February 6, 2008

49. Financial forecasts for participants

    By Guest Marc Brousseau, September 30, 1998
    • 0 replies
    • 4.2k views
    • 
    • Guest
    • September 30, 1998

50. H&W Fringe Benefit Employer 401k contribution

    By Coleen, July 8, 2020
    • 4 replies
    • 4.2k views
    • 
    • JAA-560
    • July 9, 2020