401(k) Plans

19,320 topics in this forum

1. Hardship Withdrawal Error

   By Guest russella0829, December 23, 2009
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • December 23, 2009

2. Using my IRA and I'm 26?

   By Guest doctorhathaway, February 15, 2005
   • 3 replies
   • 1.2k views
   • 
   • MGB
   • February 15, 2005

3. Rollover Funds

   By Safeharbor29, May 19, 2015   

   • 403(b)(7)
   • rollover
   • 2 replies
   • 1.2k views
   • 
   • mbozek
   • May 22, 2015

4. 2008 ADP Test

   By Earl, January 13, 2008
   • 4 replies
   • 1.2k views
   • 
   • Tom Poje
   • January 14, 2008

5. Acquiring new physician practice

   By Chippy, June 4, 2019
   • 5 replies
   • 1.1k views
   • 
   • RatherBeGolfing
   • June 13, 2019

6. 3% SH and eligibility to defer

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

7. Terminated Partners Eligible For Profit Sharing?

   By Princess(k), December 28, 2016
   • 7 replies
   • 1.1k views
   • 
   • Peter Gulia
   • December 29, 2016

8. 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

9. TSP plan message board up

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

10. LAte Deposit of Ee deferrals

    By austin3515, March 4, 2003
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • March 4, 2003

11. Equivalent Vesting

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

12. Top Heavy Question

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

13. Notice of elimination of distribution option

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

14. Prohibited Transaction

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

15. In-Service distribution quandary

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

16. Clarification on 401(a) Enrollment Restrictions working for a non-profit

    By Nick Lenness, August 6, 2024
    • 3 replies
    • 1.1k views
    • 
    • Elizabeth G
    • August 8, 2024

17. Doctors want to contribute different percentages to the plan

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

18. Client not complying with plan document

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

19. After Tax and Match

    By justatester, October 15, 2012
    • 6 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • October 15, 2012

20. Prior Year Testing Method

    By TH 401k, March 4, 2025
    • 7 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • March 5, 2025

21. 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

22. After Tax Contribution HYPE!

    By Rai401k, December 16, 2014
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 17, 2014

23. severance pay

    By K2retire, February 15, 2011
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • February 16, 2011

24. PEO Scenario

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

25. Plan Changing - but details lacking

    By Guest papillon, November 29, 2007
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • December 3, 2007

26. 2 loan default questions

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

27. Re-deposit excess contributions and make QNEC instead?

    By Guest Pam Mc, April 3, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2006

28. New 415 rules

    By FAPInJax, May 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

29. 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

30. Overfunding at EOY

    By blue, April 26, 2010
    • 0 replies
    • 1.1k views
    • 
    • blue
    • April 26, 2010

31. Excluding employees by location

    By eilano, March 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • jquazza
    • March 24, 2004

32. 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

33. New Proposed DOL rule on involuntary cashouts

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

34. Excess Contributions

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

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

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

36. Highly Compensated Partner

    By MGOAdmin, January 22, 2015   

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

37. Compensation in LLC

    By Guest Tired TPA, September 30, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 30, 2009

38. hardhip distribution from employer match?

    By Guest kerisa, June 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • June 25, 2004

39. Self employed's Maximum Deduction

    By Guest chris4013, May 20, 2003
    • 3 replies
    • 1.1k views
    • 
    • Archimage
    • May 29, 2003

40. Census Gross Income

    By Guest Hgreer, January 13, 2012
    • 3 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 14, 2012

41. Key and HCE status

    By Earl, March 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2011

42. Rules, Ceasing a Non-Safe Harbor Match

    By Briandfox, December 30, 2014
    • 3 replies
    • 1.1k views
    • 
    • Briandfox
    • January 2, 2015

43. loan default/prohibited transaction

    By Guest KPong, December 17, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • December 17, 2012

44. What limits to pro-rate for short initial years?

    By BG5150, September 25, 2007
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 27, 2007

45. Safe Harbor Notice

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

46. Who can pay plan fees?

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

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

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

48. Form 5330 for excess contributions from 2011

    By AKconsult, October 7, 2014   

    • 5330 excess contributions
    • 0 replies
    • 1.1k views
    • 
    • AKconsult
    • October 7, 2014

49. Can I set up a plan now, and make a 2007 contribution?

    By Guest fender5150, February 15, 2008
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • February 15, 2008

50. Top Heavy

    By Guest elang, April 19, 2012
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • April 24, 2012