401(k) Plans

19,317 topics in this forum

1. Does anyone use ftWilliams admin software?

   By jessica401(k), March 15, 2012
   • 11 replies
   • 3.1k views
   • 
   • Bird
   • March 19, 2012

2. Changing company match during plan year

   By MWeddell, March 13, 2000
   • 11 replies
   • 4.8k views
   • 
   • Jon Chambers
   • March 21, 2000

3. Safe harbor match

   By Guest cynthiar, March 24, 2004
   • 11 replies
   • 3.2k views
   • 
   • Tom Poje
   • March 26, 2004

4. Can you exclude HCE from a Profit Sharing Plan?

   By Guest Michael Anderson, January 11, 2005
   • 11 replies
   • 6k views
   • 
   • Bill Presson
   • October 16, 2013

5. Federal withholding - how to correct?

   By SFSD, February 20, 2008
   • 11 replies
   • 3.1k views
   • 
   • SFSD
   • February 22, 2008

6. Loan Cure Period

   By Guest andmik, October 10, 2012
   • 11 replies
   • 12.6k views
   • 
   • MoJo
   • October 11, 2012

7. Multiple employer 401(k) plan question

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

8. 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

9. Bloated Forfeiture Account

   By BERPA, July 25, 2019
   • 11 replies
   • 3.8k views
   • 
   • rr_sphr
   • July 30, 2019

10. Adopting Employer

    By JMP, May 18, 2020
    • 11 replies
    • 2.5k views
    • 
    • JMP
    • May 21, 2020

11. entry date - 3 consecutive months of continueous service

    By Lou81, June 2, 2023   

    • ftwilliam
    • 11 replies
    • 1.9k views
    • 
    • Roycal
    • June 5, 2023

12. RMD Recipient Will Not Respond to RMD Notices

    By CAR, July 27, 2015
    • 11 replies
    • 2.7k views
    • 
    • mbozek
    • July 29, 2015

13. 2019-19 EPCRS

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

14. retroactive amendment

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

15. Profit Sharing Calculation

    By justatester, February 8, 2013
    • 11 replies
    • 3.3k views
    • 
    • justatester
    • February 11, 2013

16. Who's the Bene?

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

17. late deposit next steps?

    By cripp12, December 14, 2016
    • 11 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • December 16, 2016

18. Went to a Corbel conference....

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

19. 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

20. 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

21. Calculation of offset for loans on full payout

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

22. Correction of Coverage Testing Failure

    By Saiai, July 19, 2010
    • 11 replies
    • 9.2k views
    • 
    • austin3515
    • July 20, 2010

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

    By JDuns, January 30, 2003
    • 11 replies
    • 6.6k views
    • 
    • Guest
    • February 5, 2003

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

    By Guest Scott Mitchell, March 5, 2001
    • 11 replies
    • 4.6k views
    • 
    • Bill Berke
    • March 15, 2001

25. 401k Trust Statement

    By Guest Amanda Davis, December 20, 2002
    • 11 replies
    • 13.4k views
    • 
    • austin3515
    • December 23, 2002

26. Economic Benefit and 1099R Reporting for Self Employed

    By ErnieG, August 17, 2023
    • 11 replies
    • 1.3k views
    • 
    • CuseFan
    • August 21, 2023

27. Lost Participants

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

28. Plan Compensation definition and HSA

    By pmacduff, June 13, 2013
    • 11 replies
    • 9k views
    • 
    • pmacduff
    • June 14, 2013

29. 2 Partners only in LLC taxed as an S Corp.

    By DDB BN, December 22, 2025
    • 11 replies
    • 827 views
    • 
    • DDB BN
    • December 24, 2025

30. Company starts a new 401(k) plan

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

31. Plan Mergers/Safe Harbor Election

    By KevinMc, April 11, 2024
    • 11 replies
    • 3.6k views
    • 
    • Peter Gulia
    • April 12, 2024

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

    By rr_sphr, May 16, 2018
    • 11 replies
    • 1.2k views
    • 
    • thepensionmaven
    • May 17, 2018

33. Taxation of plan distribution after moving to another state

    By rblum50, December 16, 2023
    • 11 replies
    • 17.9k views
    • 
    • Belgarath
    • December 19, 2023

34. Roth Profit Sharing Plans?

    By DPSRich, December 15, 2018
    • 11 replies
    • 3.9k views
    • 
    • AndyH
    • December 20, 2018

35. Different Levels of Match

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

36. Uni-K as S Corp Owner?

    By Scott, May 14, 2003
    • 11 replies
    • 2.7k views
    • 
    • mbozek
    • May 16, 2003

37. LLC Owner in 401(k) Plan

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

38. 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

39. Loan Default Prohibited Transaction?

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

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

    By joef, January 21, 2023
    • 11 replies
    • 4.6k views
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    • joef
    • January 25, 2023

41. Safe Harbor 401(k)

    By Guest Rosemary Raymer, October 30, 2002
    • 11 replies
    • 2.4k views
    • 
    • RTK
    • October 30, 2002

42. Distribution Overpayments

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

43. 2nd loan requirements

    By Beccyboo, May 17, 2018
    • 11 replies
    • 3.9k views
    • 
    • ratherbereading
    • May 21, 2018

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

    By justanotheradmin, September 19, 2022
    • 11 replies
    • 2k views
    • 
    • Nate S
    • September 22, 2022

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

    By Rocha, October 20, 2023
    • 11 replies
    • 1.7k views
    • 
    • Luke Bailey
    • October 24, 2023

46. Eligibility Age for 401(k) Plan

    By metsfan026, June 9, 2023
    • 11 replies
    • 3k views
    • 
    • doombuggy
    • June 12, 2023

47. Notice to employees on PS Funding

    By austin3515, April 6, 2005
    • 11 replies
    • 1.6k views
    • 
    • JanetM
    • April 7, 2005

48. 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

49. USA Today Article

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

50. Audit for Terminated 401(k) Plan?

    By Guest LCarter3, March 10, 2011
    • 11 replies
    • 7.1k views
    • 
    • Guest
    • March 14, 2011