401(k) Plans

19,275 topics in this forum

1. Loan payments--people get paid bi-weekly, send monthly contribs

   By Brian Gallagher, November 14, 2003
   • 3 replies
   • 1.1k views
   • 
   • E as in ERISA
   • November 14, 2003

2. Hurricane Katrina Relief

   By k man, September 9, 2005
   • 2 replies
   • 1.1k views
   • 
   • k man
   • September 11, 2005

3. Top Heavy & Safe Harbor

   By Guest bac, December 5, 2006
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • December 5, 2006

4. elective deferals for partners

   By Guest trojaninvestor, February 1, 2005
   • 2 replies
   • 1.1k views
   • 
   • mbozek
   • February 2, 2005

5. ISO article/document on why a plan sponsor should follow the plan document

   By rr_sphr, May 16, 2018
   • 11 replies
   • 1.1k views
   • 
   • thepensionmaven
   • May 17, 2018

6. Is This Person a Key Employee

   By sdix401k, November 1, 2013
   • 4 replies
   • 1.1k views
   • 
   • Lou S.
   • November 1, 2013

7. 2010 Excess Withholding Error discovered now in 2011

   By SFSD, January 13, 2011
   • 4 replies
   • 1.1k views
   • 
   • Lou S.
   • January 14, 2011

8. Contribution allocation

   By FAPInJax, April 8, 2003
   • 1 reply
   • 1.1k views
   • 
   • GBurns
   • April 8, 2003

9. excess matching contributions

   By Guest Paul Jalazo, March 21, 2003
   • 1 reply
   • 1.1k views
   • 
   • Archimage
   • March 24, 2003

10. Participant has Excess Deferral for 2003 $1,000. Payroll Admin. at Company wants to know if she can adjust (Reduce) the amount of Deferral on 2003 W-2

    By Guest ROB VIDOVICH, January 6, 2004
    • 5 replies
    • 1.1k views
    • 
    • R. Butler
    • January 6, 2004

11. Notice of elimination of distribution option

    By Guest hyper, February 7, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 7, 2005

12. Compensation question

    By fiona1, July 31, 2007
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • July 31, 2007

13. keeping the PS portion from a 401(k) PS Plan

    By Santo Gold, March 28, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 28, 2006

14. Have to stop 401(k) elective deferrals if participant gets court order

    By FJR, January 31, 2003
    • 0 replies
    • 1.1k views
    • 
    • FJR
    • January 31, 2003

15. FACTA - Indentity Theft Red Flags Rule

    By k man, July 31, 2009
    • 1 reply
    • 1.1k views
    • 
    • MSN
    • July 31, 2009

16. SIMPLE and 401(k)

    By Randy Watson, June 10, 2005
    • 1 reply
    • 1.1k views
    • 
    • actuarysmith
    • June 11, 2005

17. foreign employees 401(k) participation?

    By TMcfall, August 3, 2021
    • 3 replies
    • 1.1k views
    • 
    • Jakyasar
    • August 3, 2021

18. Maximum contributions to multiple accounts

    By Guest barryfz, November 26, 2006
    • 1 reply
    • 1.1k views
    • 
    • txdd
    • November 27, 2006

19. compensation in safe harbor plan

    By betheeg, February 26, 2003
    • 3 replies
    • 1.1k views
    • 
    • jaemmons
    • February 28, 2003

20. 2017 limits

    By pmacduff, October 17, 2016
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • October 17, 2016

21. Non-direct RothK rollin

    By Jed Macy, January 4, 2013
    • 2 replies
    • 1.1k views
    • 
    • Jed Macy
    • January 4, 2013

22. Determination Letter Question

    By Scott, July 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • chris
    • July 17, 2003

23. Non-Employee rollover into 401k plan.

    By Planit 401k, April 1, 2023
    • 5 replies
    • 1.1k views
    • 
    • Planit 401k
    • April 5, 2023

24. Form 5330 Reporting Excise Tax Due

    By MBCarey, October 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • October 20, 2010

25. Voluntary Contributions

    By thepensionmaven, November 7, 2018
    • 7 replies
    • 1.1k views
    • 
    • chc93
    • November 8, 2018

26. Key/HCE?

    By pixmax, December 14, 2009
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 14, 2009

27. Pooled Employer Plans

    By Yolanda Vega, May 25, 2021
    • 6 replies
    • 1.1k views
    • 
    • Bird
    • June 10, 2021

28. Management Group

    By austin3515, October 4, 2014
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • October 4, 2014

29. Life Insurance with Roth 401k

    By SheilaD, April 11, 2008
    • 3 replies
    • 1.1k views
    • 
    • SheilaD
    • April 14, 2008

30. 20% Federal w/h on rollover to Roth IRA?

    By Guest mac_qka, May 13, 2008
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • May 14, 2008

31. Can total allocations actually exceed comp. for over 50's?

    By R. Butler, January 16, 2004
    • 4 replies
    • 1.1k views
    • 
    • FundeK
    • January 16, 2004

32. Top Heavy testing for a safe harbor 401-k

    By KevinMc, October 16, 2018
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • October 16, 2018

33. Doctors want to contribute different percentages to the plan

    By katieinny, July 17, 2009
    • 4 replies
    • 1.1k views
    • 
    • J Simmons
    • July 17, 2009

34. Insurance in Plan

    By jkdoll2, March 29, 2010
    • 0 replies
    • 1.1k views
    • 
    • jkdoll2
    • March 29, 2010

35. 3% SH and eligibility to defer

    By K-t-F, January 13, 2005
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • January 14, 2005

36. 401(k)/catch-up/profit sharing contributions

    By Guest babs51, April 14, 2006
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • April 17, 2006

37. Distribution in Error while still employed

    By PainPA, November 15, 2010
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • December 2, 2010

38. TSP plan message board up

    By Guest tspwatch, March 18, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 18, 2005

39. Refund needed but participant took 401(k) loan

    By fiona1, January 13, 2010
    • 5 replies
    • 1.1k views
    • 
    • fiona1
    • January 14, 2010

40. No Beneficiary Statement

    By Guest Michael Anderson, October 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2004

41. Safe Harbor testing for 23’ and in June I did something stupid (maybe?)

    By Mkinkade850, May 9, 2024
    • 5 replies
    • 1.1k views
    • 
    • R Griffith
    • May 15, 2024

42. Single employer plan merging under Multiple Employer plan

    By JoseS, January 15, 2018   

    • termination
    • mergers
    • (and 2 more)

      Tagged with:

      • termination
      • mergers
      • mep
      • 401(k)
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 15, 2018

43. To audit or not to audit, that is the question

    By dseals, August 13, 2014   

    • date of participation
    • 5 replies
    • 1.1k views
    • 
    • masteff
    • August 14, 2014

44. Using my IRA and I'm 26?

    By Guest doctorhathaway, February 15, 2005
    • 3 replies
    • 1.1k views
    • 
    • MGB
    • February 15, 2005

45. Form 8955-SSA

    By Guest Achilles, October 5, 2011
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • October 5, 2011

46. BRF on Match Formula

    By austin3515, January 27, 2017
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • January 30, 2017

47. Does a 401(k) that terminated as 0f 12/31/09 need to restate?

    By RayJJohnsonJr, March 25, 2010
    • 4 replies
    • 1.1k views
    • 
    • britoski
    • March 26, 2010

48. Client not complying with plan document

    By Guest moosegirl, October 7, 2003
    • 2 replies
    • 1.1k views
    • 
    • maverick
    • October 7, 2003

49. Prhibited Transaction

    By Guest TrustMe401k, September 23, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 23, 2004

50. Tracking Source of money in Segregated Brokerage

    By Guest DeePA, July 16, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 16, 2003