401(k) Plans

19,275 topics in this forum

1. Vesting Breaks in Service

   By Nassau, October 25, 2012
   • 2 replies
   • 1.1k views
   • 
   • GMK
   • October 25, 2012

2. Real Estate LP in an onwner only 401(k) Plan

   By Jim Chad, October 31, 2012
   • 6 replies
   • 1.1k views
   • 
   • PensionPro
   • November 2, 2012

3. Leased Employee - When should she be including in coverage & non-discim testing?

   By MarZDoates, April 28, 2014
   • 2 replies
   • 1.1k views
   • 
   • MarZDoates
   • April 30, 2014

4. Top Heavy Contribution

   By Guest hpaine, July 8, 2003
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • July 9, 2003

5. Excluding 1099 Employees

   By metsfan026, March 31, 2022
   • 6 replies
   • 1.1k views
   • 
   • rocknrolls2
   • April 1, 2022

6. Incorrect ADP refund

   By fiona1, October 23, 2009
   • 0 replies
   • 1.1k views
   • 
   • fiona1
   • October 23, 2009

7. Profit Sharing Contributions for self employed

   By Guest chris4013, August 3, 2004
   • 2 replies
   • 1.1k views
   • 
   • R. Butler
   • August 3, 2004

8. Timing of Contribution

   By Guest jefe96, June 28, 2005
   • 1 reply
   • 1.1k views
   • 
   • WDIK
   • June 29, 2005

9. Controlled Group Clarification

   By amcorson, December 19, 2007
   • 1 reply
   • 1.1k views
   • 
   • Ron Snyder
   • December 24, 2007

10. Over deferral limit for calendar year

    By doombuggy, October 17, 2011
    • 2 replies
    • 1.1k views
    • 
    • doombuggy
    • October 17, 2011

11. Failure of Plan Sponsor to Disclose Service Provider Fees

    By Guest arlene, December 7, 2012
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • December 7, 2012

12. EACA and Auto Escalation

    By 52626, November 10, 2017
    • 0 replies
    • 1.1k views
    • 
    • 52626
    • November 10, 2017

13. solo k with spouse

    By Guest RRoberts, December 22, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 22, 2010

14. 401k match contributions condition

    By Santo Gold, August 17, 2022
    • 8 replies
    • 1.1k views
    • 
    • BG5150
    • August 18, 2022

15. Tax Reporting - Hardship

    By wmyer, March 29, 2005
    • 0 replies
    • 1.1k views
    • 
    • wmyer
    • March 29, 2005

16. Mega Backdoor Roth Contribution Questions

    By metsfan026, November 18, 2024
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • November 18, 2024

17. Participant Distribution & QDRO

    By Guest davsun, September 27, 2012
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • September 28, 2012

18. Senior Moment

    By thepensionmaven, March 16, 2014
    • 8 replies
    • 1.1k views
    • 
    • Bill Presson
    • March 18, 2014

19. Investments in Real Estate

    By Madison71, December 23, 2009
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • December 23, 2009

20. Can plan participants be treated as separate shareholders?

    By Guest halka, July 15, 2004
    • 1 reply
    • 1.1k views
    • 
    • Lame Duck
    • July 15, 2004

21. Fee Disclosures

    By austin3515, May 19, 2014
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • May 20, 2014

22. Late Deposit clarification

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

23. did not fund solo mpp and solo 401(k) for years

    By Jim Chad, October 6, 2009
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • October 8, 2009

24. RMD Calculation + Outstanding Loans

    By metsfan026, October 25, 2021
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • October 26, 2021

25. ADP/ACP where there are changes in controlled group

    By R. Butler, September 18, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • September 20, 2007

26. Late funding of participant contributions

    By Nassau, February 16, 2012
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • February 16, 2012

27. Defined Contribution Plan

    By Guest GoneToSoon, December 26, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 26, 2008

28. Two divisions and ADP/ACP testing

    By buckaroo, August 23, 2007
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • August 24, 2007

29. distributions

    By JKW, December 16, 2010
    • 3 replies
    • 1.1k views
    • 
    • JKW
    • December 17, 2010

30. SARSEP & 401(K)

    By Guest hpaine, November 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • November 25, 2003

31. 401k and roth ira?

    By Guest rdoc, February 7, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 7, 2006

32. Voluntary Contribution and Roth Conversion

    By Basically, January 31, 2024
    • 11 replies
    • 1.1k views
    • 
    • Basically
    • October 14, 2024

33. Plan doc allows for provisions, but no service provider offers it

    By 401kay, August 24, 2022
    • 7 replies
    • 1.1k views
    • 
    • MWeddell
    • August 29, 2022

34. Forfeitures

    By Guest Lawrence_Groves, September 10, 2003
    • 3 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 10, 2003

35. 402(f) Notice for Roth 401(k) distributions

    By Belgarath, April 11, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 11, 2006

36. Adopting Employer doesn't want to fund safe harbor contribution

    By Rai401k, December 11, 2014
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • December 11, 2014

37. different eligibilty for EE groups in Safe harbor

    By Guest hyper, February 27, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 27, 2007

38. Vesting changes

    By Guest Wolves1962, December 7, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 7, 2006

39. Match different for 2 parts of the year

    By Jim Chad, July 31, 2015
    • 8 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 5, 2015

40. Plan Fee Reimbursement

    By Guest tbreedlove, June 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • June 5, 2003

41. State of Michigan withholding

    By Jim Chad, January 6, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 10, 2012

42. Automatic Contribution Arrangement

    By Randy Watson, November 11, 2010
    • 0 replies
    • 1.1k views
    • 
    • Randy Watson
    • November 11, 2010

43. Testing otherwise excludable ees separately

    By Santo Gold, January 12, 2007
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 14, 2007

44. Question about the immediate entry if hired by date feature

    By jkharvey, March 6, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • March 6, 2008

45. 415 limit question

    By BG5150, May 6, 2008
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • May 9, 2008

46. Defaulted Participant Loans - No 1099 Given; Prohibited Transaction?

    By Guest Chaffee, December 17, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 17, 2003

47. Trsutee RFP

    By alexa, April 2, 2006
    • 0 replies
    • 1.1k views
    • 
    • alexa
    • April 2, 2006

48. Can Insurance Policies by distributed in-kind?

    By Guest Powers, March 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • pmacduff
    • March 13, 2003

49. Controlled Group/For Profit/Non-Profit

    By austin3515, January 7, 2016
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • January 7, 2016

50. Recordkeepers who work with Marijuana Dispensaries

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