401(k) Plans

19,321 topics in this forum

1. SPD distribution methods

   By Brian Gallagher, May 28, 2004
   • 1 reply
   • 1.7k views
   • 
   • k man
   • June 1, 2004

2. Rolling over into a 401(k)

   By Guest petey, July 15, 2004
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • July 15, 2004

3. Reclassifying Deferrals to Pass ACP Test

   By Guest KMP, January 11, 2005
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • January 11, 2005

4. Profit Sharing Contribution Allocation Eligibility

   By Guest 401KTPA, March 11, 2005
   • 1 reply
   • 1.3k views
   • 
   • QDROphile
   • March 11, 2005

5. Control Group determination

   By cdavis25, May 24, 2010
   • 1 reply
   • 1.2k views
   • 
   • R. Butler
   • May 24, 2010

6. Executor of the estate

   By Nassau, May 20, 2011
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • May 20, 2011

7. BRF Testing

   By justatester, October 10, 2011
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • October 11, 2011

8. Funding Contribution for Terminated Participants Now

   By JustMe, May 15, 2020
   • 1 reply
   • 404 views
   • 
   • Mike Preston
   • May 16, 2020

9. Three Age 70 1/2 Questions RE:Active Part.

   By Guest Don J. Smith, December 17, 1999
   • 1 reply
   • 1.6k views
   • 
   • david rigby
   • December 17, 1999

10. Safe Harbor Contribution

    By Guest mich823, December 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 6, 2001

11. Determining HCEs with new plan established by employer who purchased c

    By Guest 91smithie, February 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • February 5, 2002

12. Top Heavy Distribution

    By MBCarey, July 15, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 15, 2003

13. Top Heavy Minimum

    By Guest chris4013, August 6, 2004
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 9, 2004

14. Include in ADP Test?

    By Guest Giovanni, January 31, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 1, 2005

15. charging terminated participants

    By Guest anne1, August 15, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 15, 2006

16. Looking to Acquire TPA Firm

    By Guest bac, September 15, 2006
    • 1 reply
    • 1.3k views
    • 
    • Ron Snyder
    • September 18, 2006

17. LLC Deferrals treated as ER Match

    By Guest Rachelw, March 19, 2008
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • March 19, 2008

18. Forfeitures to reduct Employer Contribution

    By Guest ebailey, May 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • May 16, 2009

19. Roth Contribution/402(g) limit

    By britoski, August 4, 2011
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 5, 2011

20. Conversion to VS Doc

    By Guest elang, April 18, 2012
    • 1 reply
    • 775 views
    • 
    • Bird
    • April 18, 2012

21. Any Penalty for Non-deductible employer contribution?

    By Guest Janiele, February 6, 2014
    • 1 reply
    • 1.9k views
    • 
    • ESOP Guy
    • February 7, 2014

22. Withholding Election on ADP Refund?

    By Gilmore, February 24, 2020
    • 1 reply
    • 2k views
    • 
    • Larry Starr
    • February 24, 2020

23. CARES Act Distributions/Top Heavy

    By pholosofizer, April 3, 2020
    • 1 reply
    • 768 views
    • 
    • C. B. Zeller
    • April 3, 2020

24. Vesting in SIMPLE 401(k)?

    By Guest Bill Mulkern, November 3, 1998
    • 1 reply
    • 1.7k views
    • 
    • LCARUSI
    • November 5, 1998

25. Back Pay

    By BTG, August 15, 2023
    • 1 reply
    • 1.4k views
    • 
    • Luke Bailey
    • August 17, 2023

26. Does "Where to File" Form 5330 change to PWBA at some point,

    By John A, February 12, 2001
    • 1 reply
    • 1.6k views
    • 
    • Kristina
    • March 7, 2001

27. Forced distribution for under $5000 - can't find the participant

    By Guest lkramer, March 5, 2002
    • 1 reply
    • 2k views
    • 
    • stephen
    • March 5, 2002

28. underfunded plan

    By fidu, December 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 20, 2002

29. 1099-R in this situation?

    By Cathy from Chicago, January 10, 2003
    • 1 reply
    • 1.9k views
    • 
    • ccassetty
    • January 10, 2003

30. differing match for various companies under common control

    By Guest EBGEEK, February 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • February 9, 2003

31. ADP refunds after the participant distributed.

    By Guest JennNew, February 26, 2003
    • 1 reply
    • 1.7k views
    • 
    • ccassetty
    • February 27, 2003

32. Short Plan Year?

    By Guest chris4013, December 23, 2003
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • December 23, 2003

33. Conditional Adoption of Plan

    By Randy Watson, August 30, 2004
    • 1 reply
    • 1.5k views
    • 
    • jquazza
    • August 30, 2004

34. Top Heavy

    By Guest jkrad, January 11, 2005
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • January 11, 2005

35. Roth IRA to Roth 401(k)

    By Guest Clain, January 23, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • January 23, 2006

36. Life Insurance Payout and Top Heavy Test

    By emmetttrudy, March 25, 2009
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 25, 2009

37. Borrowing/Shifting for ADP

    By Randy Watson, November 2, 2009
    • 1 reply
    • 1.2k views
    • 
    • PensionPro
    • November 2, 2009

38. Benefits Rights and Features (BRF) Testing – Match True-Up To Actives Only

    By buckaroo, September 16, 2010
    • 1 reply
    • 5.1k views
    • 
    • Laura Harrington
    • September 16, 2010

39. Limitation of regular contributions to 401(k) plan

    By Guest casey5, December 7, 2014   

    • 401(k) plan
    • 1 reply
    • 965 views
    • 
    • QDROphile
    • December 7, 2014

40. Discretionary match option

    By Molly the cat, September 17, 2015   

    • discretionary
    • match
    • (and 1 more)

      Tagged with:

      • discretionary
      • match
      • multiple formulas
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • September 18, 2015

41. Brokerage Accounts and UBTI Tax

    By 52626, April 19, 2016
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • April 19, 2016

42. Correction of Excess Contributions by Payroll Adjustment

    By kmhaab, September 5, 2017   

    • ecprs
    • correction
    • 1 reply
    • 932 views
    • 
    • CuseFan
    • September 6, 2017

43. Plan Termination - Short Plan Year

    By Vlad401k, October 16, 2017
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • October 16, 2017

44. ACP Test - One-to-One Correction Method

    By KMMB, September 18, 2019
    • 1 reply
    • 558 views
    • 
    • Kevin C
    • September 18, 2019

45. Would can I contact if I have problems with my employer about my 401k.

    By Guest rogie, March 23, 1999
    • 1 reply
    • 2.2k views
    • 
    • LCARUSI
    • March 23, 1999

46. 401(k) In-Plan Roth rollover (IRR) vs. In-Plan Roth Transfer (IRT)

    By Tom, September 12, 2022
    • 1 reply
    • 4k views
    • 
    • C. B. Zeller
    • September 12, 2022

47. Loan provision with c-corp law firm

    By Guest S FISCHER, January 16, 2002
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • January 16, 2002

48. Business owner is also agent on own 401(k) Plan

    By Guest ubpMR, April 4, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • April 5, 2002

49. trustee directed match to partcipant directed

    By Guest bbaugh, August 28, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • August 29, 2002

50. Top Heavy benefits under DC plan when DB is frozen

    By nancy, October 25, 2002
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 28, 2002