401(k) Plans

19,275 topics in this forum

1. Partner receiving K-1 income and guaranteed W2 then how to calculate plan compensation

   By swam, April 29, 2016   

   • k1
   • partner comp
   • (and 1 more)

     Tagged with:

     • k1
     • partner comp
     • w2
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • April 29, 2016

2. 401k in service rollover

   By Gary, October 19, 2010
   • 1 reply
   • 1.1k views
   • 
   • GMK
   • October 19, 2010

3. Roth in plan conversion

   By Santo Gold, April 4, 2013
   • 1 reply
   • 1.1k views
   • 
   • K2retire
   • April 4, 2013

4. If employer limits elective deferrals ......

   By Guest Moe Howard2, June 8, 2004
   • 2 replies
   • 1.1k views
   • 
   • k man
   • June 8, 2004

5. Shark Attack

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

6. Re-enrollment under the MAE rules when plan becomes a QACA

   By MATRIX, September 17
   • 0 replies
   • 1.1k views
   • 
   • MATRIX
   • September 17

7. Effective Date for New Safe Harbor Plan

   By Susan S., July 3, 2013
   • 1 reply
   • 1.1k views
   • 
   • 12AX7
   • July 4, 2013

8. Controlled Group

   By Guest 409 eh?, April 19, 2011
   • 3 replies
   • 1.1k views
   • 
   • Lou S.
   • April 19, 2011

9. Safe Harbor Plans

   By Guest zora, September 27, 2006
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • September 27, 2006

10. Can a Recordkeeper fund a QNEC ?

    By MARYMM, August 26, 2011
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • August 26, 2011

11. Looking at document restatements Retirement age 62 or 65?

    By Jim Chad, June 19, 2014
    • 7 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • June 19, 2014

12. Rechacterization of Salary Reduction to ROTH within a 401(k) Plan

    By Guest Jules1, November 18, 2014
    • 5 replies
    • 1.1k views
    • 
    • K2retire
    • November 20, 2014

13. investment selection

    By Guest cabenefits, July 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • g8r
    • July 10, 2003

14. Compliance - 401(k)

    By Manish, July 1, 2020
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • July 6, 2020

15. 100% tax withholding on deminimus distributions?

    By Guest Cricket1, October 22, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 22, 2002

16. Catch up contribution review

    By Guest DCquestioner, August 7, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • August 7, 2008

17. Reporting ERISA Bond amount on the 5500

    By ldr, November 4, 2019   

    • bond
    • 5500
    • (and 1 more)

      Tagged with:

      • bond
      • 5500
      • 5500-sf
    • 2 replies
    • 1.1k views
    • 
    • ldr
    • November 4, 2019

18. Roth Taxation

    By austin3515, March 25, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 26, 2009

19. Relius ASP question

    By Guest stevena1, February 11, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 11, 2009

20. Matching Contribution From Employee Compensation

    By Randy Watson, April 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 14, 2004

21. Transfer of ees who change status

    By ESOP Guy, August 9, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • August 10, 2011

22. 401(k) Profit Sharing

    By Jilliandiz, July 17, 2003
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • July 17, 2003

23. Default Investments

    By Gary, January 28, 2008
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 28, 2008

24. Outdated Plan Document

    By Alex Daisy, August 25, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 25, 2010

25. Beneficiary - Participant deceased and divorced

    By jmartin, January 10, 2017
    • 7 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 10, 2017

26. Bankruptcy

    By Felicia, September 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 4, 2003

27. Exclusion of Former Shareholders

    By TPA Bob, January 12, 2018
    • 9 replies
    • 1.1k views
    • 
    • Luke Bailey
    • January 17, 2018

28. Fees charged to participants

    By CJS07, October 23, 2008
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • October 23, 2008

29. Safe Harbor 401(k) termination

    By R. Butler, March 16, 2018
    • 1 reply
    • 1.1k views
    • 
    • Below Ground
    • March 16, 2018

30. Match that increases as participant gets older?

    By jkharvey, October 5, 2006
    • 1 reply
    • 1.1k views
    • 
    • Dan
    • October 5, 2006

31. Multiple plan loans

    By mariemonroe, May 20, 2008
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • May 21, 2008

32. IRA Rollover into a qualified plan

    By Pension Panda, March 22, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • March 22, 2007

33. SECURE 2.0 Act Section 603 Mandatory Roth Catch Up - ADP Testing

    By FishOn, September 9
    • 2 replies
    • 1.1k views
    • 
    • FishOn
    • September 9

34. New Safe Harbor Plan - 2005 - no prior plans

    By Guest jetfaninmn, September 15, 2005
    • 7 replies
    • 1.1k views
    • 
    • Guest
    • September 16, 2005

35. New Safe Harbor Plan and Control Groups

    By coleboy, September 10, 2014
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 10, 2014

36. Safe harbor

    By Guest jsinchi, August 28, 2003
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • August 28, 2003

37. Puerto Rican employees in US 401k

    By k man, October 7, 2013
    • 0 replies
    • 1.1k views
    • 
    • k man
    • October 7, 2013

38. Late Deposit of Deferrals?

    By BG5150, January 19, 2017
    • 6 replies
    • 1.1k views
    • 
    • RestAssured
    • June 15, 2017

39. Changing Matching Contribution Rate

    By Below Ground, June 8, 2006
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • June 8, 2006

40. Top Heavy

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

41. What year is it taxable?

    By Guest A_Dude, March 25, 2013   

    • 401(k) refund after rollover
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • March 26, 2013

42. Active employee & participant wants to cease contributing and pull his money from a plan.

    By K-t-F, July 11, 2018
    • 13 replies
    • 1.1k views
    • 
    • K-t-F
    • July 23, 2018

43. Fiscal Year

    By 30Rock, January 14, 2011
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • January 14, 2011

44. What do you do when...?

    By Guest ggbrock, November 9, 2009
    • 3 replies
    • 1.1k views
    • 
    • J Simmons
    • November 9, 2009

45. Non spouse Beneficiary

    By Nassau, October 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 19, 2010

46. Controlled Group Question

    By Lori Foresz, April 22, 2004
    • 2 replies
    • 1.1k views
    • 
    • Lori Foresz
    • April 23, 2004

47. Which employers will use a starter 401(k) deferral-only arrangement?

    By Peter Gulia, July 17, 2023
    • 9 replies
    • 1.1k views
    • 
    • rocknrolls2
    • July 18, 2023

48. Controlled Group-Lost Opportunity

    By Guest Kevin1, March 17, 2010
    • 6 replies
    • 1.1k views
    • 
    • austin3515
    • March 19, 2010

49. Paying Withholding....

    By K-t-F, May 25, 2004
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • May 25, 2004

50. Match not funded on Pay-period basis

    By Vlad401k, January 31, 2017
    • 4 replies
    • 1.1k views
    • 
    • Kevin C
    • February 1, 2017