401(k) Plans

19,275 topics in this forum

1. Eligible for Distribution due to change in controlled group membership?

   By jmartin, November 12, 2012
   • 2 replies
   • 1.1k views
   • 
   • jmartin
   • November 13, 2012

2. Reference guides for TPAs on the annual cycle?

   By SensibleUsername, September 28
   • 4 replies
   • 1.1k views
   • 
   • Peter Gulia
   • September 30

3. Failed ADP and 401(m) Coverage

   By Guest Lawrenceg, August 6, 2007
   • 2 replies
   • 1.1k views
   • 
   • PLAN MAN
   • August 6, 2007

4. Non-Participant Loan for Property Purchase

   By katdmin, February 10, 2021
   • 5 replies
   • 1.1k views
   • 
   • Luke Bailey
   • February 12, 2021

5. PPA provision

   By Nassau, October 3, 2008
   • 0 replies
   • 1.1k views
   • 
   • Nassau
   • October 3, 2008

6. 401(k) Plan Document - Timing of Signing

   By Inquiring Mind, February 27
   • 5 replies
   • 1.1k views
   • 
   • John Feldt ERPA CPC QPA
   • March 1

7. 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

8. ROTH Deferral... Too Late?

   By Basically, March 1, 2024
   • 11 replies
   • 1.1k views
   • 
   • Basically
   • April 16, 2024

9. Restructuring Ownership to Avoid Controlled Group?

   By Susan S., November 14, 2016
   • 11 replies
   • 1.1k views
   • 
   • RatherBeGolfing
   • November 15, 2016

10. Company going broke and closing doors. Can't afford safe harbor match

    By Santo Gold, July 10
    • 10 replies
    • 1.1k views
    • 
    • Santo Gold
    • July 12

11. Amendment of Safe Harbor 401(k)

    By chris, December 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • December 10, 2004

12. 414s test

    By gregburst, June 24
    • 6 replies
    • 1.1k views
    • 
    • Bri
    • June 27

13. Distribution code on Form 1099-R

    By MarZDoates, January 14, 2004
    • 0 replies
    • 1.1k views
    • 
    • MarZDoates
    • January 14, 2004

14. Top Heavy Minimum + Maternity Leave

    By Stash026, April 12, 2012
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • April 12, 2012

15. Termination of a Safe Harbor Plan

    By Guest mmc, May 26, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 26, 2004

16. Mix & Match Safe Harbor

    By Guest SusanE, February 23, 2007
    • 1 reply
    • 1.1k views
    • 
    • RCK
    • February 23, 2007

17. Attribution in a Partnership

    By 401_noob, November 5, 2013
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • November 5, 2013

18. asset in plan has market value of $0

    By Guest D. Leeke, May 16, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 16, 2003

19. Year End Amendments

    By Guest Bud, October 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 31, 2003

20. Auto Escalation

    By austin3515, October 24, 2014
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • October 24, 2014

21. Age 62 / Hardship Distribution / Safe Harbor Money

    By austin3515, May 14, 2013
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • May 14, 2013

22. Participant Election and 401(a)(17) Comp Limit

    By kgr12, August 30, 2010
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • August 31, 2010

23. Tracking Parties in Interest

    By Guest halka, July 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • JohnCheek
    • July 26, 2003

24. Prohibited Transactions/Parties in Interest

    By MBCarey, October 1, 2007
    • 0 replies
    • 1.1k views
    • 
    • MBCarey
    • October 1, 2007

25. Deferrals stopped ... new owners - new payroll service

    By K-t-F, October 22, 2019
    • 9 replies
    • 1.1k views
    • 
    • david rigby
    • October 28, 2019

26. Money Purchase to Profit Sharing (k)

    By PMC, March 7, 2006
    • 1 reply
    • 1.1k views
    • 
    • four01kman
    • March 7, 2006

27. amending compensation definition

    By Guest kevb, March 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 14, 2007

28. Plan Design - Exclude HCEs

    By Gilmore, December 30, 2015
    • 5 replies
    • 1.1k views
    • 
    • K2retire
    • December 31, 2015

29. New IRS Guidance on Early Entry & OE Rule

    By blue, April 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • pixmax
    • April 24, 2009

30. Getting benefits from TWO Plans and Affiliation issues

    By Guest rtaylor433, February 2, 2005
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • February 2, 2005

31. Highly Compensated / Meger Question

    By fiona1, February 9, 2004
    • 3 replies
    • 1.1k views
    • 
    • E as in ERISA
    • February 10, 2004

32. Commingling Assets of Multiple Solo 401(k) Plans

    By Molgilny89, April 6, 2021
    • 6 replies
    • 1.1k views
    • 
    • ESOPMomma
    • April 7, 2021

33. Impermissible investments

    By Guest Iwonder, September 30, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 30, 2009

34. So confused, should I do 401k or Roth ?

    By Guest spinspin31, February 1, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 1, 2007

35. Eligibility part-time exclusion and past service

    By Tom, July 19, 2021
    • 7 replies
    • 1.1k views
    • 
    • CuseFan
    • July 20, 2021

36. PPA and reporting updated vesting

    By Guest M. Martin, January 17, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 17, 2007

37. Compensation Limit- To Prorate or Not...

    By Guest KAGrist, March 17, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 17, 2009

38. Ownership Question

    By khn, November 26, 2013
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • November 26, 2013

39. No beneficiary

    By Guest Hgreer, January 30, 2013
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • January 30, 2013

40. HCE Determination

    By Guest Grumpy456, March 14, 2007
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 15, 2007

41. Proposed regs for coverage testing for 401(k) plans of tax exempt employers

    By Belgarath, April 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 9, 2004

42. Different Match Factor

    By justatester, October 30, 2008
    • 0 replies
    • 1.1k views
    • 
    • justatester
    • October 30, 2008

43. Secure 2.0

    By ratherbereading, August 16, 2023
    • 10 replies
    • 1.1k views
    • 
    • Peter Gulia
    • August 17, 2023

44. after tax employee contributions

    By k man, June 19, 2007
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • June 19, 2007

45. 2022 415c failure distributed September 2023 - taxation?

    By AlbanyConsultant, August 25, 2023
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 25, 2023

46. match contribution for auto enroll

    By Santo Gold, September 26, 2006
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • September 26, 2006

47. Safe Harbor 401(k) and Top Heavy

    By Guest InfoSeeker, February 2, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • February 2, 2004

48. Collective Bargained Plan and ADP refund

    By buckaroo, August 9, 2016
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • August 11, 2016

49. RMD

    By Nassau, March 31, 2011
    • 2 replies
    • 1.1k views
    • 
    • PensionPro
    • March 31, 2011

50. New 401(k) plan and eligibility

    By cfull, February 7, 2014
    • 1 reply
    • 1.1k views
    • 
    • shERPA
    • February 7, 2014