401(k) Plans

19,320 topics in this forum

1. Pooled Plans - Value of Investmetns on Statements

   By austin3515, February 16, 2011
   • 4 replies
   • 1.1k views
   • 
   • ESOP Guy
   • February 16, 2011

2. contribution in error

   By wsp, February 28, 2004
   • 3 replies
   • 1.1k views
   • 
   • Mike Preston
   • March 1, 2004

3. Real Estate in a Profit Sharing Plan

   By jenny, May 22, 2025
   • 3 replies
   • 1.1k views
   • 
   • ERISALawyr
   • May 26, 2025

4. Coverage Testing

   By 52626, November 2, 2023
   • 7 replies
   • 1.1k views
   • 
   • #toomanyrules
   • November 10, 2023

5. SIMPLE IRA & 401(k)

   By Guest mk2308, May 9, 2005
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • May 9, 2005

6. Notice Requirement for Fund Closure

   By CO Bank, June 19, 2015
   • 1 reply
   • 1.1k views
   • 
   • mbozek
   • June 20, 2015

7. What would you do if .......?

   By GBurns, October 20, 2003
   • 0 replies
   • 1.1k views
   • 
   • GBurns
   • October 20, 2003

8. Family Attribution - related to eligibility for Match

   By Guest crosseyetester, October 26, 2006
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • October 27, 2006

9. 401(k) eligiblity

   By cdavis25, March 15, 2002
   • 0 replies
   • 1.1k views
   • 
   • cdavis25
   • March 15, 2002

10. New 401k- Client Changes Mind

    By coleboy, August 5, 2021
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • August 5, 2021

11. Elective Deferrals

    By Nassau, October 6, 2010
    • 3 replies
    • 1.1k views
    • 
    • 12AX7
    • October 6, 2010

12. 411(d)(6)

    By Guest ALittleHelpNeeded, January 19, 2006
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • January 19, 2006

13. Recordkeepers who work with Marijuana Dispensaries

    By austin3515, October 10, 2021
    • 5 replies
    • 1.1k views
    • 
    • ESOP Guy
    • October 11, 2021

14. Safe Harbor 3% for partner

    By Pammie57, February 13, 2024
    • 5 replies
    • 1.1k views
    • 
    • Bri
    • February 14, 2024

15. When does the employee become a participant/

    By Guest Tammy2006, February 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • February 26, 2007

16. Solo K plan termination

    By rfahey, November 10, 2010
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • November 10, 2010

17. Solo 401(k) Plan and related employer

    By Dougsbpc, November 14, 2019
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • November 15, 2019

18. Multiple plan loans

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

19. Coverage Test

    By Guest 401kbee, April 24, 2009
    • 2 replies
    • 1.1k views
    • 
    • buckaroo
    • April 28, 2009

20. Any word on IRS revised 402(f) notice?

    By Guest brsears, April 8, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 8, 2005

21. Employer switched participants deferrals

    By khr, June 16, 2015
    • 6 replies
    • 1.1k views
    • 
    • austin3515
    • June 17, 2015

22. HCE - Okay to have late deferrals?

    By Guest Michael Anderson, September 21, 2005
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • September 21, 2005

23. PS-Deferrals-Catchup in 2 plans

    By Cynchbeast, February 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 21, 2009

24. 4% minimum deferral rate

    By justanotheradmin, December 9, 2019
    • 7 replies
    • 1.1k views
    • 
    • Luke Bailey
    • December 10, 2019

25. $200,000 compensation limit

    By nancy, February 3, 2003
    • 0 replies
    • 1.1k views
    • 
    • nancy
    • February 3, 2003

26. PS to 401(k) Safe Harbor-Mid Year Question

    By BTH, February 25, 2009
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • February 26, 2009

27. Controlled Group Transfers

    By Andre3000, March 13, 2015
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • March 18, 2015

28. frozen assets distributable if plan active?

    By Cathy from Chicago, August 9, 2010
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • August 10, 2010

29. Must All Partners participate

    By jane123, August 19, 2003
    • 0 replies
    • 1.1k views
    • 
    • jane123
    • August 19, 2003

30. Late Deposit clarification

    By Guest tcunagin, April 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • jquazza
    • April 13, 2004

31. 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

32. W-2 Reporting of Regular (Non-Roth) After-Tax Contributions

    By 401 Chaos, December 13, 2018
    • 0 replies
    • 1.1k views
    • 
    • 401 Chaos
    • December 13, 2018

33. Is there a reason to prefer a Roth IRA over a Roth 401(k)?

    By Peter Gulia, December 26, 2023
    • 8 replies
    • 1.1k views
    • 
    • Belgarath
    • January 4, 2024

34. Testing 2 401(k) Plans

    By wmyer, April 7, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 7, 2005

35. Not excluding but reduced benefits

    By Rai401k, March 30, 2009
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 31, 2009

36. If employer limits elective deferrals ......

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

37. Partnership Deferrals with Per Pay Match

    By kevind2010, August 14, 2015
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • August 15, 2015

38. Rules prohibiting one employer from adopting another employer's plan?

    By billfgrady, April 1, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 2, 2004

39. Puerto Rico Plans & Benefits, Rights & Features Testing

    By RRB, January 22, 2013
    • 0 replies
    • 1.1k views
    • 
    • RRB
    • January 22, 2013

40. Matching Contribution for 6/30 PYE not yet made. We know ACP test will fail. Match will be paid after September 15, 2005. Suggestions welcome on how to treat?

    By Guest ChopperPilot, August 29, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • August 30, 2005

41. 401(k) plan design issue

    By pbarrett, September 23, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 24, 2005

42. self employed and deferrals

    By thepensionmaven, March 18, 2024
    • 7 replies
    • 1.1k views
    • 
    • thepensionmaven
    • March 21, 2024

43. 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

44. Final 401(k) 401(m) Amendments

    By Guest bouncingsoul, May 9, 2008
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • May 9, 2008

45. Life Insurance Distributions

    By austin3515, May 2, 2006
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • May 2, 2006

46. Roth Distributions

    By Nassau, October 7, 2010
    • 1 reply
    • 1.1k views
    • 
    • pmacduff
    • October 7, 2010

47. Life Insurance Policies

    By Logan401, December 24, 2019
    • 6 replies
    • 1.1k views
    • 
    • FPGuy
    • December 30, 2019

48. 401K money to a 403b Plan?

    By Guest Chri P, June 18, 2005
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • June 20, 2005

49. First Year of Roth

    By Brenda Wren, December 10, 2024
    • 2 replies
    • 1.1k views
    • 
    • Artie M
    • December 11, 2024

50. Matching Contribution From Employee Compensation

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