401(k) Plans

19,275 topics in this forum

1. Retired or Terminated for purposes of Match

   By Pammie57, February 22, 2022
   • 6 replies
   • 1.1k views
   • 
   • ESOP Guy
   • March 1, 2022

2. VFCP Program

   By austin3515, March 30, 2017
   • 8 replies
   • 1.1k views
   • 
   • austin3515
   • April 3, 2017

3. Plan design - allowing a changing to a distribution option by a beneficiary

   By Guest who me?, May 27, 2005
   • 1 reply
   • 1.1k views
   • 
   • Belgarath
   • May 27, 2005

4. RMD

   By Guest Jappybaby, May 27, 2011
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • May 31, 2011

5. Following spouse's disclaimer are deceased participant's parents who received distribution under terms of plan treated as designated beneficiaries under i.401(a)(9)-4

   By Guest Edward McElroy, June 1, 2005
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • June 1, 2005

6. ACP Failures / SCP

   By austin3515, December 23, 2014
   • 3 replies
   • 1.1k views
   • 
   • Lou S.
   • December 23, 2014

7. Can you have a SEP Plan and a 401(k) Safe Harbor Profit Sharing Plan and be a Sole Proprietor Company?

   By Jilliandiz, October 20, 2004
   • 0 replies
   • 1.1k views
   • 
   • Jilliandiz
   • October 20, 2004

8. IRS audit requests for 401k plan and or profit sharing

   By jeanh, May 27
   • 10 replies
   • 1.1k views
   • 
   • Bill Presson
   • June 1

9. Top Heavy Question

   By Guest Alwaysthinking, June 9, 2003
   • 4 replies
   • 1.1k views
   • 
   • kocak
   • June 14, 2003

10. Excess Contributions

    By Guest KD40, March 17, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 17, 2004

11. Testing Bro-Sis Co.s in separate plans

    By Guest Iwonder, January 6, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 6, 2006

12. Forfeiture Account for Terminated Plan

    By metsfan026, December 21, 2022
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • January 3, 2023

13. Death of Solo K Owner

    By Zoey, May 12, 2011
    • 3 replies
    • 1.1k views
    • 
    • Zoey
    • May 12, 2011

14. Stock Attirbution

    By K-t-F, July 30, 2008
    • 2 replies
    • 1.1k views
    • 
    • GBurns
    • July 30, 2008

15. Participant deferred from severance--what kind of refund

    By BG5150, March 14, 2019
    • 9 replies
    • 1.1k views
    • 
    • JamesK
    • March 15, 2019

16. 2 loan default questions

    By FundeK, February 20, 2004
    • 0 replies
    • 1.1k views
    • 
    • FundeK
    • February 20, 2004

17. Affiliated Service Group

    By Oh so SIMPLE, February 8, 2013
    • 2 replies
    • 1.1k views
    • 
    • Oh so SIMPLE
    • February 8, 2013

18. W-2 Income

    By coleboy, March 25, 2018
    • 2 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • March 25, 2018

19. Change of Plan Year to Get Safe Harbor

    By austin3515, January 4, 2012
    • 6 replies
    • 1.1k views
    • 
    • austin3515
    • January 5, 2012

20. QACA Match

    By S- Milwaukee, April 28, 2016
    • 2 replies
    • 1.1k views
    • 
    • S- Milwaukee
    • April 28, 2016

21. 1 Person 401(k) Plan - Required Contribution Amount?

    By Guest Michael Anderson, September 7, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 7, 2004

22. 401k In Plan Roth Conversion Limitations

    By MGOAdmin, October 31, 2024   

    • roth conversion
    • 3 replies
    • 1.1k views
    • 
    • Bill Presson
    • November 1, 2024

23. Equivalent Vesting

    By RRB, May 2, 2012
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • May 2, 2012

24. Nonelective Contribution Requirement with respect to HCE

    By Ehill, December 29, 2014
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • December 30, 2014

25. Rollover of Roth 401(k) account to Roth IRA at termination of employment

    By Guest Pat Metallic, October 13, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 13, 2005

26. In-Service distribution quandary

    By Kimberly S, August 1, 2007
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • August 1, 2007

27. Controlled Group Determination Help !

    By 12AX7, March 1, 2012
    • 3 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 2, 2012

28. Line 4d of 5300 - plan's original effective date

    By fiona1, October 29, 2010
    • 2 replies
    • 1.1k views
    • 
    • DMcGovern
    • October 29, 2010

29. 2008 ADP Test

    By Earl, January 13, 2008
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 14, 2008

30. Unincorporated partnership

    By Belgarath, September 10, 2009
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • September 10, 2009

31. Amendment Timing

    By John K, June 14, 2024
    • 2 replies
    • 1.1k views
    • 
    • acm_acm
    • June 18, 2024

32. PEO Executive responds

    By Guest Lugeguy, March 25, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 25, 2003

33. Prohibited Transaction

    By 30Rock, March 18, 2011
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • March 18, 2011

34. issue corrected W2 or not?

    By WCC, January 12, 2015
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 12, 2015

35. Who can pay plan fees?

    By Guest MES, January 23, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 23, 2003

36. Highly Compensated Partner

    By MGOAdmin, January 22, 2015   

    • highly compensated
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • January 26, 2015

37. rollover from SEP IRA to 401k plan

    By alexa, July 8, 2008
    • 3 replies
    • 1.1k views
    • 
    • alexa
    • July 9, 2008

38. Help - annual addition limits in the year of on asset sale

    By Guest MikeD, October 25, 2005
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • October 26, 2005

39. Available for Hardship after loan

    By legort69, September 1, 2017   

    • hardship
    • 6 replies
    • 1.1k views
    • 
    • stephen
    • September 7, 2017

40. Cross Tested, 3% SH, and Top Heavy, Gateway Comp

    By Mr Bagwell, November 5, 2019   

    • cross tested
    • top heavy
    • (and 1 more)

      Tagged with:

      • cross tested
      • top heavy
      • 3%shnec
    • 3 replies
    • 1.1k views
    • 
    • Doc Ument
    • November 6, 2019

41. Key Employee

    By Jilliandiz, May 10, 2006
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • May 10, 2006

42. Top Heavy Question- Return of all COntributions

    By Guest Kelly55, December 22, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 22, 2004

43. PEO Scenario

    By bzorc, February 13, 2004
    • 2 replies
    • 1.1k views
    • 
    • Alf
    • February 13, 2004

44. New Proposed DOL rule on involuntary cashouts

    By Brian Gallagher, March 2, 2004
    • 2 replies
    • 1.1k views
    • 
    • Brian Gallagher
    • March 2, 2004

45. Safe Harbor Notice

    By Brian Gallagher, August 13, 2003
    • 4 replies
    • 1.1k views
    • 
    • pmacduff
    • August 13, 2003

46. SEP participant excluded from 401k

    By ombskid, May 5, 2008
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 5, 2008

47. Deferrals and W-2 Comp

    By rlb64, October 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • October 26, 2007

48. 401(k) Borrowing

    By Guest John P., November 14, 2014
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • November 15, 2014

49. fee disclosure on annuity

    By K2retire, August 24, 2012
    • 4 replies
    • 1.1k views
    • 
    • K2retire
    • August 26, 2012

50. 5500 Assistance - Failed to Submit Contributions

    By Gadgetfreak, September 22, 2010
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • September 23, 2010