401(k) Plans

19,320 topics in this forum

1. controlled group question

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

2. Very quick question regarding vesting and terminated participants and NRA?

   By Lori H, October 22, 2012
   • 1 reply
   • 1.2k views
   • 
   • ETA Consulting LLC
   • October 22, 2012

3. Correcting An Account Error

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

4. 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

5. When can a forfeiture be recognized?

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

6. Two 401(k) plans

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

7. ER Contrib missed tax deadline

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

8. Master Trust Determination Assistance Required

   By Blinky the 3-eyed Fish, April 29, 2004
   • 2 replies
   • 1.2k views
   • 
   • JanetM
   • April 29, 2004

9. Benefit Rights & Features Issue - Timing of PS Allocation?

   By moose401k, March 22, 2018   

   • brf issue
   • 7 replies
   • 1.2k views
   • 
   • Bird
   • March 23, 2018

10. PPA

    By Nassau, October 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • Nassau
    • October 3, 2008

11. Vesting according to PPA

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

12. Does it make sense to roll out of the § 401(a)-(k) plan?

    By Peter Gulia, June 6, 2024
    • 5 replies
    • 1.2k views
    • 
    • Paul I
    • June 6, 2024

13. Catch-up Question

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

14. DC Plan Audit

    By jala, October 17, 2011
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • October 18, 2011

15. Deductible Traditional IRA to a 401k

    By Guest Elfman, August 13, 2004
    • 4 replies
    • 1.2k views
    • 
    • Lori Friedman
    • August 26, 2004

16. Plan Year Different from Corporate Year

    By DP, July 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 26, 2008

17. Top heavy minimum and coverage

    By S- Milwaukee, December 3, 2015   

    • Top heavy
    • 4 replies
    • 1.2k views
    • 
    • S- Milwaukee
    • December 3, 2015

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

    By Gadgetfreak, March 11, 2014   

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

19. Startup 401(k) Plan

    By Guest Theresa Irvin, June 21, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 21, 2011

20. Hurrican Sandy Hardship Withdrawal

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

21. self-dealing?

    By Guest Aust916, December 11, 2013
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • December 12, 2013

22. eligibility and rehires

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

23. Operational Failures

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

24. Solo 401(k) plan

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

25. Can a 401k hibernate for a year?

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

26. Hardship distribution problem

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

27. Simple Plan contribution

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

28. Safe Harbor Contribution for 1st Year - Compensation Used

    By Guest KMP, July 8, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 8, 2002

29. Subsequent Eligibility Computation Periods

    By ejohnke, November 12, 2024
    • 7 replies
    • 1.2k views
    • 
    • Bill Presson
    • November 15, 2024

30. Status change

    By Guest lindamichals, September 11, 2006
    • 2 replies
    • 1.2k views
    • 
    • RTK
    • September 12, 2006

31. SPD Timing - New Plan

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

32. dentist with a SIMPLE401 is now drawing income from a management company...

    By Lori H, April 9, 2004
    • 5 replies
    • 1.2k views
    • 
    • Lori H
    • April 13, 2004

33. Deferral "logic" for HCE

    By SMB, February 28, 2007
    • 1 reply
    • 1.2k views
    • 
    • stephen
    • February 28, 2007

34. Match Contribution True-Up for Active Employees Only

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

35. Excess Contributions Subject to Excise Tax Per Committee Report 5102?

    By billfgrady, January 12, 2007
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • January 12, 2007

36. Sole Prop - 25% PS and max deferral

    By tjw572, August 14, 2017   

    • sole prop
    • catchup
    • 7 replies
    • 1.2k views
    • 
    • Earl
    • August 15, 2017

37. safe harbor employer contribution plan

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

38. Former Participants Rehired

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

39. vesting question

    By k man, April 1, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • April 1, 2005

40. 945

    By Guest lindamichals, January 10, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 10, 2003

41. payroll company messed up

    By thepensionmaven, November 13, 2015
    • 3 replies
    • 1.2k views
    • 
    • hr for me
    • November 16, 2015

42. Schedule C vs W-2/Corp

    By austin3515, February 12, 2017
    • 5 replies
    • 1.2k views
    • 
    • spiritrider
    • February 14, 2017

43. Successor Plan & adoption vs effective date

    By TPApril, January 31, 2023
    • 6 replies
    • 1.2k views
    • 
    • Lou S.
    • July 7, 2025

44. Safe harbor mid-year amendments

    By Belgarath, September 1, 2016
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 1, 2016

45. Short Plan year

    By Guest mol, September 7, 2004
    • 3 replies
    • 1.2k views
    • 
    • jquazza
    • September 9, 2004

46. Qualified Rollover

    By Guest caddieadmin, March 1, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 1, 2007

47. terminating SEP & starting 401k & SECURE Act

    By TPApril, April 29, 2021
    • 4 replies
    • 1.2k views
    • 
    • M.S. Hatlee QPA, QPFC
    • May 4, 2021

48. Open MEP

    By pjb1835, September 13, 2018
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2018

49. In-service distribution to IRA

    By goldtpa, June 3, 2005
    • 0 replies
    • 1.2k views
    • 
    • goldtpa
    • June 3, 2005

50. participant directed investements

    By MJ Hartman, August 12, 2003
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • August 13, 2003