401(k) Plans

19,321 topics in this forum

1. hardship withdrawals

   By Guest alexis, November 13, 2002
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • November 13, 2002

2. Top Heavy contribution- QNEC?

   By Guest rachd, May 27, 2004
   • 1 reply
   • 1.8k views
   • 
   • Kirk Maldonado
   • May 27, 2004

3. Off Calendar Catch-up Question?

   By Guest KD40, September 21, 2004
   • 1 reply
   • 1.1k views
   • 
   • FundeK
   • September 30, 2004

4. Partial distributions v lump sum only at retirement

   By Guest gocobra, November 24, 2004
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • November 24, 2004

5. TOP HEAVY TERMED PLAN

   By Guest padmin, January 26, 2007
   • 1 reply
   • 1.2k views
   • 
   • himt4
   • January 26, 2007

6. Safe Harbor - Disqualifying Provision

   By Guest shaul, September 15, 2010
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • September 15, 2010

7. 401k Accounting for IRA transfer

   By SeanTankarian, February 3, 2015   

   • IRA 401k rollover
   • 1 reply
   • 822 views
   • 
   • QDROphile
   • February 3, 2015

8. Who must receive the minimum allocation gateway?

   By stephen20, February 17, 2021
   • 1 reply
   • 1.3k views
   • 
   • BG5150
   • February 17, 2021

9. flex credits contributed to 401(k)

   By Guest penfirn, October 27, 1998
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • October 30, 1998

10. Participant Loan

    By Guest Don J. Smith, March 17, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 17, 2000

11. Amend 5500 to reduce profit sharing contribution

    By J King, October 9, 2023
    • 1 reply
    • 724 views
    • 
    • Bird
    • October 9, 2023

12. Does modifying payment frequency on an outstanding loan constitute a l

    By Guest Tim Breedlove, August 29, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • August 31, 2000

13. New QNEC Regulations

    By Guest lforesz, December 3, 2002
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • December 3, 2002

14. Question to Plan Auditors - BISYS' SAS 70 Report

    By Guest twalters, June 2, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 12, 2003

15. Solo & PA in Same Year

    By DP, October 4, 2005
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • October 4, 2005

16. 5330 Paid Preparer

    By Blinky the 3-eyed Fish, April 15, 2008
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • April 15, 2008

17. 415 limit - spin-off

    By Guest Achilles, February 9, 2009
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • February 9, 2009

18. Another Control Group Question

    By goldtpa, October 30, 2009
    • 1 reply
    • 986 views
    • 
    • Belgarath
    • October 30, 2009

19. Look Back Yr Comp Limits

    By Guest elang, February 26, 2010
    • 1 reply
    • 957 views
    • 
    • david rigby
    • February 26, 2010

20. Abandoned Checks

    By Guest CK401K, July 2, 2014
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • July 9, 2014

21. New plan, former HCE now under 500 hours, is he in?

    By JWRB, July 22, 2015
    • 1 reply
    • 794 views
    • 
    • Tom Poje
    • July 22, 2015

22. Mid-year change to SH Plans

    By austin3515, September 2, 2017
    • 1 reply
    • 624 views
    • 
    • ETA Consulting LLC
    • September 2, 2017

23. eligibility for safe harbor 401(K)

    By thepensionmaven, December 13, 1999
    • 1 reply
    • 1.7k views
    • 
    • Ervin Barham
    • December 14, 1999

24. Timing of 401(k) deposits

    By Guest Tim Brown, September 21, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 22, 2000

25. 3% Non-Elective Safe Harbor Contribution and Re-Hired E/ee

    By chris, December 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 28, 2001

26. Hardship distribution made in error

    By Guest David M, November 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • 2muchstress
    • November 13, 2002

27. Corrective Distributions

    By Guest Michael S. Ouellette, May 12, 2003
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • May 12, 2003

28. Would a 401k for a nonprofit private school make sense rather than a 403b plan?

    By Guest tpeterson1959, October 2, 2003
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • October 2, 2003

29. "Individual" 401(k) Plans

    By Guest Fred Fenster, January 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • January 19, 2004

30. Affiliated Service Group - HCE's Don't Want to Participate

    By Guest Robin S. Vatalaro, February 17, 2005
    • 1 reply
    • 1k views
    • 
    • alanm
    • February 22, 2005

31. Coverage testing

    By Guest yogibala_008, June 21, 2005
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • June 21, 2005

32. Safe Harbor Multiple Employer Plan

    By rcline46, October 26, 2005
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • October 26, 2005

33. Are 401k Plan Fees Deductible?

    By Guest BeaconBen, February 15, 2006
    • 1 reply
    • 1.9k views
    • 
    • stephen
    • February 15, 2006

34. 401(k) spinoff/plan termination

    By lexi, October 9, 2006
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • October 9, 2006

35. Deconversion Fees

    By cpc0506, September 12, 2013
    • 1 reply
    • 1.7k views
    • 
    • Jim Chad
    • September 13, 2013

36. In-plan Roth conversion.

    By Guest Thornton, February 4, 2014   

    • Fully Vested?
    • 1 reply
    • 787 views
    • 
    • masteff
    • February 4, 2014

37. 401k audit

    By Guest 401cpa, August 26, 2014
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • August 26, 2014

38. DEFAULTED LOAN

    By ratherbereading, March 27, 2015
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • March 27, 2015

39. QMAC/QNEC option for Incorrect ER Match; Failed Testing (VCP & VFCP)

    By IhrtERISA, August 15, 2016   

    • VFCP
    • QMAC
    • (and 5 more)

      Tagged with:

      • VFCP
      • QMAC
      • QNEC
      • VCP
      • Match
      • ADP
      • ACP
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • August 17, 2016

40. 401(k) subsequent events disclosure

    By Sara, September 17, 2019
    • 1 reply
    • 995 views
    • 
    • Madison71
    • September 17, 2019

41. SPD and Safe Harbor Notice to Terminated Employee

    By Vlad401k, June 14, 2021
    • 1 reply
    • 1k views
    • 
    • C. B. Zeller
    • June 14, 2021

42. Plan Document Restatement - Non Volume Submitter DC

    By metsfan026, December 9, 2021
    • 1 reply
    • 408 views
    • 
    • CuseFan
    • December 9, 2021

43. 401(k) nondiscrimination testing and IRS Notice 98-1

    By Tom Poje, November 2, 1998
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • November 2, 1998

44. Step children and family attribution

    By Guest Pat Metallic, January 22, 2001
    • 1 reply
    • 3k views
    • 
    • rcline46
    • January 22, 2001

45. HCE's with a plan year change

    By Guest CGBS, February 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 12, 2001

46. Plan eligibility question - rehires

    By Guest Gibson, June 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • June 21, 2001

47. Private Revenue Rulings-Roth Recharacterizations

    By Guest rahn46, October 4, 2001
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • October 4, 2001

48. Overpayment of match to HCE

    By Guest terid, October 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • October 25, 2002

49. Safe Harbor and top heavy

    By Guest philc, June 2, 2003
    • 1 reply
    • 965 views
    • 
    • Blinky the 3-eyed Fish
    • June 2, 2003

50. Safe Harbor Plan with additional non- safe harbor Match

    By PMC, October 9, 2006
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • October 9, 2006