401(k) Plans

19,333 topics in this forum

1. In-plan Roth conversion

   By Tom, August 7, 2023
   • 2 replies
   • 722 views
   • 
   • CuseFan
   • August 8, 2023

2. How is a fiduciary penalized for engaging in a "conflict of inter

   By Moe Howard, May 3, 2001
   • 2 replies
   • 1.4k views
   • 
   • Jon Chambers
   • May 3, 2001

3. Required Minimum Distribution

   By Guest PRafferty, March 19, 2002
   • 2 replies
   • 1.6k views
   • 
   • mbozek
   • March 19, 2002

4. Plan Termination

   By Guest cosmo01, June 17, 2003
   • 2 replies
   • 1.4k views
   • 
   • RTK
   • June 17, 2003

5. Would anyone be willing to share with me how you handle SH notices for new clients as well as established clients?

   By jkharvey, June 17, 2005
   • 2 replies
   • 1.2k views
   • 
   • Bird
   • June 17, 2005

6. Formal Plan Termination

   By commishvp, October 31, 2006
   • 2 replies
   • 1.8k views
   • 
   • namealreadyinuse
   • November 1, 2006

7. Amend Money Purchase to PS/401(k)

   By PMC, February 20, 2007
   • 2 replies
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • February 20, 2007

8. forfeiture buy-back -what happens to taxes paid?

   By AKconsult, January 27, 2010
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • January 27, 2010

9. Jan 1 and Entry Dates

   By Guest Pippy, January 31, 2014
   • 2 replies
   • 942 views
   • 
   • ETA Consulting LLC
   • January 31, 2014

10. Exclude Anyone Hired After a Date

    By austin3515, August 21, 2014
    • 2 replies
    • 991 views
    • 
    • John Feldt ERPA CPC QPA
    • August 22, 2014

11. ADP Test and Otherwise Excludable

    By msmith, May 7, 2018
    • 2 replies
    • 620 views
    • 
    • msmith
    • May 8, 2018

12. match contribution eligibility determined quarterly?

    By Santo Gold, December 4, 2018
    • 2 replies
    • 657 views
    • 
    • Kevin C
    • December 5, 2018

13. Loan amortization schedules

    By Jean, February 24, 1999
    • 2 replies
    • 1.7k views
    • 
    • LCARUSI
    • March 5, 1999

14. NHCE only 401(k) Profit sharing plan discrimination

    By JHalligan, November 9, 2022
    • 2 replies
    • 950 views
    • 
    • MWeddell
    • November 10, 2022

15. New Safe Harbor 401(k) Plan

    By imchipbrown, December 4, 2001
    • 2 replies
    • 1.6k views
    • 
    • imchipbrown
    • December 5, 2001

16. Terminated 401(k) participant distribution.

    By Guest tcunagin, March 19, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • March 20, 2002

17. Union 401(k) and ADP testing

    By rcline46, March 10, 2005
    • 2 replies
    • 2.3k views
    • 
    • JanetM
    • March 11, 2005

18. Interest on ira's stipulation of divorce

    By Guest Gary413, December 16, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 16, 2005

19. Roth 401k Contributions

    By Guest LSULLIVAN, July 10, 2007
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • July 10, 2007

20. ASG or multiple employer plan?

    By K2retire, November 25, 2009
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • November 27, 2009

21. top heavy

    By Gary, March 12, 2012
    • 2 replies
    • 866 views
    • 
    • PensionPro
    • March 12, 2012

22. hardship distributions and tax withholding

    By Guest cbclark, April 13, 2012
    • 2 replies
    • 2.6k views
    • 
    • masteff
    • April 13, 2012

23. IRS Reg for Lump Sum Eligibility Relating to Div Pass Through

    By Guest simma7, April 25, 2013   

    • 401k
    • Dividends
    • (and 2 more)

      Tagged with:

      • 401k
      • Dividends
      • NUA
      • LUMP SUM
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 25, 2013

24. QACA Match and Forfeitures

    By 30Rock, August 22, 2014
    • 2 replies
    • 3.2k views
    • 
    • 30Rock
    • August 22, 2014

25. Corrective Amendment - Safe Harbor

    By MGOAdmin, October 7, 2014   

    • Safe harbor
    • amendment
    • (and 1 more)

      Tagged with:

      • Safe harbor
      • amendment
      • corrective
    • 2 replies
    • 1.8k views
    • 
    • MGOAdmin
    • October 7, 2014

26. Non-Elective Deductibility Rules

    By Stash026, March 25, 2019
    • 2 replies
    • 434 views
    • 
    • Patricia Neal Jensen
    • March 26, 2019

27. CARES Act - Loan Question

    By Stash026, April 1, 2020
    • 2 replies
    • 613 views
    • 
    • RAH401(k)
    • April 2, 2020

28. Top Heavy Plan and Adjustments to Year-End Balances

    By Guest lforesz, February 28, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 1, 2001

29. Safe Harbor Contributions to Non-Existent Plan

    By Guest PJW, December 27, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 27, 2001

30. Super Catch-up for off-calendar plan year

    By pholosofizer, August 14, 2025
    • 2 replies
    • 778 views
    • 
    • RatherBeGolfing
    • August 15, 2025

31. Loan repayment period

    By Guest phyphy, April 8, 2004
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 8, 2004

32. 3% Non-Elective Contribution

    By Guest jkrad, April 25, 2005
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • April 25, 2005

33. Excess contributions in off-calendar plan

    By Guest DTromb, May 3, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 3, 2006

34. Excess Safe Harbor Match

    By Guest W Waldan Lloyd, December 29, 2009
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • December 29, 2009

35. Nondiscretionary TRustee

    By austin3515, May 29, 2012
    • 2 replies
    • 3.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 30, 2012

36. EPCRS correction

    By Guest JPIngold, April 25, 2013
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 26, 2013

37. Safe Harbor Plan and 11g amendment

    By Dennis Povloski, May 12, 2014
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • May 12, 2014

38. Coronavirus-Related Distributions - Mandatory Distributions

    By EBECatty, April 1, 2020
    • 2 replies
    • 478 views
    • 
    • RatherBeGolfing
    • April 2, 2020

39. Form 8881(Rev. December 2020)

    By Kac1214, April 7, 2021
    • 2 replies
    • 1k views
    • 
    • Kac1214
    • July 6, 2022

40. Unsolicited Spam Mail From Pension One Source

    By LCARUSI, March 11, 2000
    • 2 replies
    • 1.4k views
    • 
    • imchipbrown
    • March 12, 2000

41. 3% Non Elective Safe Harbor

    By Guest kgsingletary, June 24, 2002
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • June 24, 2002

42. Internal REvenue Codes

    By MBCarey, January 28, 2003
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 28, 2003

43. Deconversion Fee?

    By Guest m.n.ouellette, May 8, 2007
    • 2 replies
    • 4k views
    • 
    • Fredman
    • May 9, 2007

44. Correction for Failure to Effect Participant Election

    By Guest BWNWE, July 11, 2012
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 12, 2012

45. Top Heavy Minimum for Terminating Plan

    By Guest RayLovesTrini*, March 19, 2013
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • March 19, 2013

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

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

47. Tips/Ideas for Foreign Participants w/ no SSN

    By Guest GAKVE, December 11, 2013
    • 2 replies
    • 945 views
    • 
    • Lou S.
    • December 11, 2013

48. Safe Harbor mid-year amendment

    By RLR, July 20, 2015
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • July 28, 2015

49. Self correction and Form 5330

    By Chippy, October 12, 2018
    • 2 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • October 12, 2018

50. Withdraw 401k amount

    By ppht, October 6, 2021
    • 2 replies
    • 803 views
    • 
    • ppht
    • October 7, 2021