401(k) Plans

19,275 topics in this forum

1. Insurance policies

   By Guest psgross, June 28, 2005
   • 4 replies
   • 1.1k views
   • 
   • Belgarath
   • June 28, 2005

2. Fiduciary Investment Advice and Non-Plan Assets

   By Guest shapstheeldest@gmail.com, October 17, 2007
   • 3 replies
   • 1.1k views
   • 
   • david rigby
   • October 19, 2007

3. Assignment of Income Problem

   By Guest dkl2214, August 15, 2011
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • August 15, 2011

4. Payment of Audit and Consulting Fees

   By Guest IRISH79, May 24, 2007
   • 1 reply
   • 1.1k views
   • 
   • J Simmons
   • May 24, 2007

5. Beneficiary designation

   By Guest bernverd, September 24, 2007
   • 1 reply
   • 1.1k views
   • 
   • masteff
   • September 24, 2007

6. 2008 402(g) Refund

   By Alex Daisy, May 1, 2009
   • 0 replies
   • 1.1k views
   • 
   • Alex Daisy
   • May 1, 2009

7. Deduction Timing of Employer Contributions

   By Lou S., March 22, 2011
   • 2 replies
   • 1.1k views
   • 
   • Lou S.
   • March 22, 2011

8. Simple & 4K limits

   By mschwechter, January 12, 2006
   • 1 reply
   • 1.1k views
   • 
   • saabraa
   • January 12, 2006

9. Cancelled Trust ID Number

   By jeff77, April 16, 2012
   • 2 replies
   • 1.1k views
   • 
   • K2retire
   • April 16, 2012

10. Social Security Wage Base Skyrockets

    By austin3515, October 19, 2016
    • 7 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 19, 2016

11. Controlled Group - One Plan

    By PFranckowiak, September 10, 2009
    • 1 reply
    • 1.1k views
    • 
    • Laura Harrington
    • September 10, 2009

12. QNEC and proposed regs

    By Guest LuannJ, August 10, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 10, 2004

13. Plan Sponsor Surveys

    By Randy Watson, September 14, 2005
    • 1 reply
    • 1.1k views
    • 
    • jevd
    • September 14, 2005

14. Over Match Due to Reaching Comp Limit

    By KTB, February 11, 2015
    • 2 replies
    • 1.1k views
    • 
    • KTB
    • February 11, 2015

15. 401k correction for fiscal year

    By Guest k-k-kuz, November 8, 2009
    • 3 replies
    • 1.1k views
    • 
    • Laura Harrington
    • November 9, 2009

16. Successor Plan & adoption vs effective date

    By TPApril, January 31, 2023
    • 6 replies
    • 1.1k views
    • 
    • Lou S.
    • July 7

17. Safe Harbor Contribution not contributed

    By 401kQ's, September 10, 2014   

    • safe harbor
    • plan disqualification.
    • 2 replies
    • 1.1k views
    • 
    • 401kQ's
    • September 10, 2014

18. Partnership

    By rlb64, December 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • rlb64
    • December 23, 2004

19. "First year plan" rule for testing

    By pbarrett, June 9, 2004
    • 0 replies
    • 1.1k views
    • 
    • pbarrett
    • June 9, 2004

20. Partner wants to transfer stock from personal fund into 401k for his deferral.

    By jkharvey, December 30, 2014   

    • Prohibited transaction?
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • December 31, 2014

21. A 401k vs Roth IRA scenario?

    By Guest smsnead1, November 24, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 24, 2002

22. Adding an After Tax Plan

    By Guest klg, June 12, 2003
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • June 12, 2003

23. 3(16)

    By austin3515, September 3, 2019
    • 12 replies
    • 1.1k views
    • 
    • jpod
    • October 31, 2019

24. Safe Harbor

    By Earl, December 11, 2008
    • 5 replies
    • 1.1k views
    • 
    • Earl
    • December 12, 2008

25. 401(a)(26) and defined contribution plans

    By PensionNewbee, March 12, 2003
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • March 12, 2003

26. QDIA Stable Value

    By PLAN MAN, November 1, 2007
    • 0 replies
    • 1.1k views
    • 
    • PLAN MAN
    • November 1, 2007

27. SH Match Question

    By smm, May 9, 2007
    • 2 replies
    • 1.1k views
    • 
    • smm
    • May 9, 2007

28. Mutual Fund Scandal Update - Can you assist?

    By FundeK, July 15, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 15, 2004

29. rate of match

    By Earl, March 7, 2011
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • March 8, 2011

30. Deferral/Catch Up and Compensation Limit

    By LMOC, March 31, 2015
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 31, 2015

31. (PTEs 98-54 and 94-20) re: FX

    By Guest Fidu2, June 24, 2003
    • 4 replies
    • 1.1k views
    • 
    • Harwood
    • June 24, 2003

32. Hardship Withdrawals makes plan Top Heavy

    By Guest willwork4shoes, October 30, 2003
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • October 30, 2003

33. Entity in Controlled Group revoking Safe Harbor

    By NW529, April 23, 2020   

    • safe habor
    • coverage; safe-harbor
    • (and 1 more)

      Tagged with:

      • safe habor
      • coverage; safe-harbor
      • controlled group
    • 9 replies
    • 1.1k views
    • 
    • MWeddell
    • April 28, 2020

34. Early Inclusion Error - How to Proceed

    By Confused55, January 11, 2017
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • January 11, 2017

35. Form 8955-SSA / Can't get it from IRS website

    By gc@chimentowebb.com, July 26, 2023
    • 7 replies
    • 1.1k views
    • 
    • Paul I
    • July 26, 2023

36. Timing of 415 amendment

    By blue, January 11, 2008
    • 1 reply
    • 1.1k views
    • 
    • blue
    • January 11, 2008

37. doc allows catchups, payroll sdept. does not

    By Jim Chad, December 14, 2008
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2008

38. Prohibited Employment/Suspension of Benefits

    By Guest jfreeborn, June 23, 2010
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • June 29, 2010

39. Required Beginning Date in Solo(k) Plan?

    By Guest lavander30, April 15, 2004
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • April 15, 2004

40. Traditional 401k to Roth 401k or Roth IRS

    By Gadgetfreak, September 18, 2009
    • 2 replies
    • 1.1k views
    • 
    • Gadgetfreak
    • September 21, 2009

41. Mistaken Employer Contribution

    By Gadgetfreak, January 10, 2024
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 10, 2024

42. Loan AFTER Hardship

    By Guest Twinky, May 30, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • May 30, 2008

43. Plan Imposed Limits

    By Guest revier, March 3, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 3, 2005

44. Tax Savers Credit Notice

    By IRA, September 3, 2010
    • 2 replies
    • 1.1k views
    • 
    • IRA
    • September 7, 2010

45. Distributions and Rollovers

    By Guest mrwentzel, August 15, 2003
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • August 15, 2003

46. Auto Enroll 90 day revocation

    By PMC, October 4, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 4, 2007

47. Prefilling forms w. names and addresses

    By austin3515, July 11, 2019
    • 6 replies
    • 1.1k views
    • 
    • Kphelps
    • July 16, 2019

48. 401 k plan account insured?

    By Guest Dan Shea, September 30, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 30, 2008

49. Three strikes rule for ADP tests?

    By RayRay, May 21, 2019   

    • adp test
    • 6 replies
    • 1.1k views
    • 
    • RayRay
    • May 29, 2019

50. Compensation

    By MBCarey, January 14, 2009
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • January 14, 2009