401(k) Plans

19,275 topics in this forum

1. Multiple employer 401(k) plan question

   By bzorc, February 12, 2001
   • 11 replies
   • 2.3k views
   • 
   • Bob R
   • February 16, 2001

2. Late deposit of 2004 deferrals were done in early 2005, do we need to file two 5330's?

   By Beltane, July 19, 2005
   • 11 replies
   • 2.3k views
   • 
   • austin3515
   • July 26, 2005

3. Bloated Forfeiture Account

   By BERPA, July 25, 2019
   • 11 replies
   • 3.7k views
   • 
   • rr_sphr
   • July 30, 2019

4. Adopting Employer

   By JMP, May 18, 2020
   • 11 replies
   • 2.4k views
   • 
   • JMP
   • May 21, 2020

5. entry date - 3 consecutive months of continueous service

   By Lou81, June 2, 2023   

   • ftwilliam
   • 11 replies
   • 1.8k views
   • 
   • Roycal
   • June 5, 2023

6. RMD Recipient Will Not Respond to RMD Notices

   By CAR, July 27, 2015
   • 11 replies
   • 2.6k views
   • 
   • mbozek
   • July 29, 2015

7. 2019-19 EPCRS

   By austin3515, July 25, 2019
   • 11 replies
   • 2.2k views
   • 
   • Luke Bailey
   • July 26, 2019

8. retroactive amendment

   By K2retire, February 21, 2008
   • 11 replies
   • 2.5k views
   • 
   • K2retire
   • February 26, 2008

9. Profit Sharing Calculation

   By justatester, February 8, 2013
   • 11 replies
   • 3.2k views
   • 
   • justatester
   • February 11, 2013

10. Who's the Bene?

    By EHE, September 6, 2017
    • 11 replies
    • 1.5k views
    • 
    • My 2 cents
    • September 8, 2017

11. late deposit next steps?

    By cripp12, December 14, 2016
    • 11 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • December 16, 2016

12. Went to a Corbel conference....

    By stevena, May 4, 2004
    • 11 replies
    • 2.1k views
    • 
    • mbozek
    • May 11, 2004

13. Cross Tested plan with QNEC's

    By Mr Bagwell, October 19, 2016   

    • QNEC
    • Cross Tested Plan
    • 11 replies
    • 2.5k views
    • 
    • austin3515
    • November 11, 2016

14. Defining the “company” with which a participant meets a last-day condition

    By Peter Gulia, February 2, 2018
    • 11 replies
    • 1.5k views
    • 
    • card
    • February 12, 2018

15. Calculation of offset for loans on full payout

    By Guest Colorado, December 24, 2003
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 23, 2004

16. Correction of Coverage Testing Failure

    By Saiai, July 19, 2010
    • 11 replies
    • 9.1k views
    • 
    • austin3515
    • July 20, 2010

17. How to distribute vested benefits owed to illegal aliens?

    By JDuns, January 30, 2003
    • 11 replies
    • 6.5k views
    • 
    • Guest
    • February 5, 2003

18. Is a graduated matching contribution plan as to tenure permissible?

    By Guest Scott Mitchell, March 5, 2001
    • 11 replies
    • 4.5k views
    • 
    • Bill Berke
    • March 15, 2001

19. 401k Trust Statement

    By Guest Amanda Davis, December 20, 2002
    • 11 replies
    • 13.2k views
    • 
    • austin3515
    • December 23, 2002

20. Economic Benefit and 1099R Reporting for Self Employed

    By ErnieG, August 17, 2023
    • 11 replies
    • 1.2k views
    • 
    • CuseFan
    • August 21, 2023

21. Lost Participants

    By austin3515, September 13, 2007
    • 11 replies
    • 3.7k views
    • 
    • Steelerfan
    • September 18, 2007

22. Plan Compensation definition and HSA

    By pmacduff, June 13, 2013
    • 11 replies
    • 8.8k views
    • 
    • pmacduff
    • June 14, 2013

23. Company starts a new 401(k) plan

    By Santo Gold, March 15, 2006
    • 11 replies
    • 2.6k views
    • 
    • WDIK
    • March 17, 2006

24. Plan Mergers/Safe Harbor Election

    By KevinMc, April 11, 2024
    • 11 replies
    • 3.3k views
    • 
    • Peter Gulia
    • April 12, 2024

25. ISO article/document on why a plan sponsor should follow the plan document

    By rr_sphr, May 16, 2018
    • 11 replies
    • 1.1k views
    • 
    • thepensionmaven
    • May 17, 2018

26. Taxation of plan distribution after moving to another state

    By rblum50, December 16, 2023
    • 11 replies
    • 15.5k views
    • 
    • Belgarath
    • December 19, 2023

27. Roth Profit Sharing Plans?

    By DPSRich, December 15, 2018
    • 11 replies
    • 3.7k views
    • 
    • AndyH
    • December 20, 2018

28. Different Levels of Match

    By jkharvey, November 9, 2007
    • 11 replies
    • 2.6k views
    • 
    • Tom Poje
    • November 12, 2007

29. Uni-K as S Corp Owner?

    By Scott, May 14, 2003
    • 11 replies
    • 2.6k views
    • 
    • mbozek
    • May 16, 2003

30. LLC Owner in 401(k) Plan

    By LMOC, July 11, 2014
    • 11 replies
    • 2k views
    • 
    • Bird
    • July 11, 2014

31. Company Merger but More Generous Match was not provided for in the Updated Plan

    By Bob the Swimmer, April 21, 2021
    • 11 replies
    • 1.4k views
    • 
    • Bob the Swimmer
    • April 23, 2021

32. Loan Default Prohibited Transaction?

    By Guest NiceGuyMike46205, March 16, 2006
    • 11 replies
    • 3.8k views
    • 
    • Guest
    • March 27, 2006

33. SECURE 2.0 317: Retroactive 1st year deferral for Sole Prop

    By joef, January 21, 2023
    • 11 replies
    • 2.7k views
    • 
    • joef
    • January 25, 2023

34. Safe Harbor 401(k)

    By Guest Rosemary Raymer, October 30, 2002
    • 11 replies
    • 2.3k views
    • 
    • RTK
    • October 30, 2002

35. Distribution Overpayments

    By FundeK, January 12, 2005
    • 11 replies
    • 4.8k views
    • 
    • GBurns
    • January 18, 2005

36. 2nd loan requirements

    By Beccyboo, May 17, 2018
    • 11 replies
    • 3.5k views
    • 
    • ratherbereading
    • May 21, 2018

37. Fees on 5500-SF Lines 10e and 8f - Shady business practice

    By justanotheradmin, September 19, 2022
    • 11 replies
    • 1.9k views
    • 
    • Nate S
    • September 22, 2022

38. Deceased employee with over $5000 balance. No bene, no kin to be found

    By Rocha, October 20, 2023
    • 11 replies
    • 1.6k views
    • 
    • Luke Bailey
    • October 24, 2023

39. Eligibility Age for 401(k) Plan

    By metsfan026, June 9, 2023
    • 11 replies
    • 2.6k views
    • 
    • doombuggy
    • June 12, 2023

40. Notice to employees on PS Funding

    By austin3515, April 6, 2005
    • 11 replies
    • 1.5k views
    • 
    • JanetM
    • April 7, 2005

41. Participant doesn't want to lose Medicaid benefits, plan is Safe Harbor

    By BG5150, June 4, 2019
    • 11 replies
    • 1.3k views
    • 
    • BG5150
    • June 13, 2019

42. USA Today Article

    By Guest Fuzzy, December 5, 2002
    • 11 replies
    • 2.2k views
    • 
    • david rigby
    • December 11, 2002

43. Audit for Terminated 401(k) Plan?

    By Guest LCarter3, March 10, 2011
    • 11 replies
    • 7k views
    • 
    • Guest
    • March 14, 2011

44. PEO/Form 5330 situation

    By Guest Robin Vatalaro, March 22, 2002
    • 11 replies
    • 2.8k views
    • 
    • Guest
    • April 2, 2002

45. Elective Deferrals Never Made

    By Randy Watson, March 21, 2007
    • 11 replies
    • 5k views
    • 
    • masteff
    • March 26, 2007

46. EGTRRA Non-Amender

    By austin3515, March 21, 2012
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • March 23, 2012

47. Can a TPA Sponsor a one-state MEP?

    By austin3515, October 25, 2018
    • 11 replies
    • 1.4k views
    • 
    • austin3515
    • October 26, 2018

48. Notice of Class Action Settlement

    By JustnERPA, February 18, 2019
    • 11 replies
    • 2k views
    • 
    • FPGuy
    • February 20, 2019

49. Payment of Management Fees

    By Guest jimmybeau, August 13, 2008
    • 11 replies
    • 1.9k views
    • 
    • WDIK
    • August 14, 2008

50. Preparing for DOL Audit-expenses

    By Guest Richard Tennenbaum, January 25, 2006
    • 11 replies
    • 2.4k views
    • 
    • GBurns
    • February 9, 2006