401(k) Plans

19,275 topics in this forum

1. Hardship distribution problem

   By FJR, April 22, 2004
   • 1 reply
   • 1.2k views
   • 
   • FundeK
   • April 22, 2004

2. QACA Safe Harbor

   By justatester, January 12, 2017
   • 4 replies
   • 1.2k views
   • 
   • justatester
   • January 12, 2017

3. Rehire after rollover

   By Guest CeCe_4_UNCP, December 31, 2010
   • 3 replies
   • 1.2k views
   • 
   • masteff
   • January 3, 2011

4. Rehired and 90 Days Eligibility

   By Dazednconfused, February 14, 2020
   • 1 reply
   • 1.2k views
   • 
   • CuseFan
   • February 14, 2020

5. Key Employees

   By Guest SharonB, April 1, 2003
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • April 1, 2003

6. Hurrican Sandy Hardship Withdrawal

   By Gruegen, November 21, 2012
   • 1 reply
   • 1.2k views
   • 
   • Bird
   • November 21, 2012

7. EGTRRA FDL

   By Guest hyper, August 9, 2004
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • August 9, 2004

8. Need reality check - mulitple matching schedules allowed if testing passed?

   By ERISAatty, April 20, 2009
   • 1 reply
   • 1.2k views
   • 
   • ERISAatty
   • April 20, 2009

9. Correction of 402(g) excess by amending W2?

   By BG5150, August 24, 2023
   • 7 replies
   • 1.2k views
   • 
   • CuseFan
   • August 28, 2023

10. Partnership Tax Deductibilty of Contributions / Deposit Timing

    By CLE401kGuy, August 6, 2013
    • 0 replies
    • 1.2k views
    • 
    • CLE401kGuy
    • August 6, 2013

11. 401k loans?

    By Guest fyaym2000, August 11, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 12, 2004

12. Owner post retirement age loan and withdrawal

    By RayJJohnsonJr, August 4, 2015
    • 10 replies
    • 1.2k views
    • 
    • RayJJohnsonJr
    • August 5, 2015

13. Benefits Link/Benefits Buzz/ 4/21/2004: Letter Clarifies IRS Position on Issues Relating to Automatic Enrollment 401(k) Plans (The Human Capital practice of Deloitte Consulting LLP)

    By Guest RJM, April 21, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • April 22, 2004

14. Simple Plan contribution

    By Guest smscottish, January 5, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 5, 2006

15. ER Contrib missed tax deadline

    By CJS07, March 23, 2016
    • 5 replies
    • 1.2k views
    • 
    • Lou S.
    • March 23, 2016

16. Doctor Group

    By TPS, May 26, 2016
    • 9 replies
    • 1.2k views
    • 
    • Peter Gulia
    • June 4, 2016

17. Safe Harbor Match

    By DP, September 29, 2003
    • 4 replies
    • 1.2k views
    • 
    • DP
    • September 29, 2003

18. RMD Rules under CARES Act

    By Benefits Vet, April 2, 2020
    • 7 replies
    • 1.2k views
    • 
    • Larry Starr
    • April 2, 2020

19. Employer withholding 401K Match?

    By JackT, January 31, 2018
    • 4 replies
    • 1.2k views
    • 
    • Loves401(k)
    • January 31, 2018

20. Vesting according to PPA

    By Guest cconnell, January 29, 2007
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 29, 2007

21. Trust as Beneficiary

    By waid10, August 25, 2016
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • August 25, 2016

22. Automatic Enrollment

    By CLE401kGuy, September 20, 2013
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 24, 2013

23. Keogh to MEP

    By Guest FJMISS, September 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • September 16, 2009

24. Match Contribution True-Up for Active Employees Only

    By buckaroo, May 22, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 22, 2009

25. Operational Failures

    By Nassau, July 20, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 20, 2007

26. Correcting An Account Error

    By Guest Karenm, September 20, 2007
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 20, 2007

27. After-tax (Voluntary) contributions in a safe harbor match plan

    By cpc0506, May 13, 2022
    • 2 replies
    • 1.2k views
    • 
    • MWeddell
    • July 8, 2022

28. Solo 401(k) plan

    By Guest Pat Metallic, March 23, 2006
    • 1 reply
    • 1.2k views
    • 
    • Lame Duck
    • March 23, 2006

29. When can a forfeiture be recognized?

    By Vlad401k, October 8, 2015
    • 4 replies
    • 1.2k views
    • 
    • BG5150
    • October 8, 2015

30. Can a 401k hibernate for a year?

    By Guest Commuter Rex, July 26, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 26, 2004

31. Vest Top Heavy Contribution Separately from Profit Sharing Contribution?

    By JWRB, June 7, 2017
    • 5 replies
    • 1.2k views
    • 
    • JWRB
    • June 12, 2017

32. Key Confusion

    By Guest pensionproblems, February 23, 2012
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • February 23, 2012

33. Two 401(k) plans

    By Guest ggdjo, June 15, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 16, 2004

34. Separating a Multiple-Employer Plan...With a Twist

    By Gadgetfreak, March 11, 2014   

    • Multiple-Employer
    • 0 replies
    • 1.2k views
    • 
    • Gadgetfreak
    • March 11, 2014

35. Loan Refinance

    By Guest SLBRB, June 19, 2014
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • June 19, 2014

36. Former Participants Rehired

    By DP, November 11, 2003
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • November 11, 2003

37. Pass through income

    By austin3515, November 30, 2017
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • December 2, 2017

38. Fringe Benefit Exclusion from Compensation - Partner Medical Insurance

    By Guest Holly Foster, February 9, 2011
    • 1 reply
    • 1.2k views
    • 
    • EBDI
    • February 15, 2011

39. controlled group question

    By Guest Moira, October 11, 2006
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • October 12, 2006

40. eligibility and rehires

    By Guest MKELLY9522, May 25, 2011
    • 2 replies
    • 1.2k views
    • 
    • K2retire
    • May 26, 2011

41. Catch-up Question

    By MBCarey, May 4, 2005
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • May 4, 2005

42. out of plan Rewards for 401(k) deferrals?

    By chuTzPA, February 25, 2013
    • 4 replies
    • 1.2k views
    • 
    • chuTzPA
    • February 26, 2013

43. Taxation of deferrals

    By Guest Sieve, October 19, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • October 20, 2008

44. safe harbor employer contribution plan

    By Guest JBeck, December 9, 2004
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • December 9, 2004

45. Required Minimum Distribution

    By PFranckowiak, April 21, 2011
    • 2 replies
    • 1.2k views
    • 
    • PFranckowiak
    • April 21, 2011

46. LLCs forming PLLC

    By Tinman, May 8, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tinman
    • May 9, 2008

47. SPD Timing - New Plan

    By Guest jhilliard, June 17, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 17, 2003

48. Forfeiture account and expense

    By retbenser, January 13, 2013
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 13, 2013

49. HCE Transfer

    By rlb64, October 14, 2005
    • 0 replies
    • 1.2k views
    • 
    • rlb64
    • October 14, 2005

50. Tax Credit & EACA

    By susieQ, February 3, 2021
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • February 5, 2021