401(k) Plans

19,275 topics in this forum

1. 401K Margin Trading Account

   By Guest will, June 6, 2013
   • 5 replies
   • 13.5k views
   • 
   • CaptainObvious
   • January 17, 2015

2. Sep and QP in same year

   By K-t-F, December 16, 2004
   • 20 replies
   • 13.4k views
   • 
   • Earl
   • January 5, 2005

3. First Contribution to 401(K) Plan

   By Guest Mike Schwing, April 11, 2008
   • 18 replies
   • 13.4k views
   • 
   • Mr Bagwell
   • October 27, 2017

4. Integrated Profit Sharing Plan

   By Madison71, August 13, 2008
   • 9 replies
   • 13.3k views
   • 
   • TPApril
   • February 23, 2012

5. How would self-insured short-term disability benefits affect our compa

   By Guest NFalci, February 26, 2001
   • 7 replies
   • 13.2k views
   • 
   • Guest
   • March 12, 2001

6. 401k Trust Statement

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

7. Permissive Disaggregation

   By fiona1, February 12, 2004
   • 4 replies
   • 13.1k views
   • 
   • Mike Preston
   • February 19, 2004

8. Deemed 125 Compensation?

   By Briandfox, January 14, 2015
   • 4 replies
   • 13.1k views
   • 
   • Briandfox
   • January 16, 2015

9. Fidelity paid benefits to wrong beneficiary - how to resolve?

   By radublu, March 25, 2020
   • 29 replies
   • 13.1k views
   • 
   • Luke Bailey
   • April 17, 2020

10. Limited Scope audit or Full scope audit

    By Guest RyanA, August 20, 2002
    • 3 replies
    • 13.1k views
    • 
    • JohnCheek
    • August 20, 2002

11. Mandatory State Tax Withholding on distributions

    By Guest christy, December 21, 1998
    • 3 replies
    • 13k views
    • 
    • Guest
    • December 22, 1998

12. Can a Safe Harbor 401(k) plan exclude a class of employees

    By katieinny, June 18, 2009
    • 8 replies
    • 13k views
    • 
    • Guest
    • June 19, 2009

13. Failed ACP refund - forfeiture or refund?

    By Santo Gold, October 2, 2012
    • 16 replies
    • 13k views
    • 
    • imchipbrown
    • March 11, 2013

14. SEP AND 401k - in same year

    By Zoey, August 27, 2009
    • 11 replies
    • 13k views
    • 
    • jevd
    • July 30, 2010

15. incorrect social secutity number

    By k man, July 26, 2004
    • 25 replies
    • 12.9k views
    • 
    • WDIK
    • August 30, 2004

16. Rollover of Loans to another qualified plan

    By Guest Interested Party, October 16, 2006
    • 15 replies
    • 12.9k views
    • 
    • Guest
    • October 23, 2006

17. Loan Payment Suspension While On Maternity Leave

    By Guest ChopperPilot, October 13, 2004
    • 4 replies
    • 12.9k views
    • 
    • Brian Gallagher
    • October 14, 2004

18. W-2 Box 13 " Active Participant"

    By Guest Wolves1962, November 18, 2005
    • 9 replies
    • 12.7k views
    • 
    • Tom Poje
    • January 4, 2018

19. hardship for purpose of primary residence?

    By MR, March 19, 2003
    • 26 replies
    • 12.7k views
    • 
    • 2muchstress
    • March 26, 2003

20. Excel formula to allocate basic Safe Harbor Match contribution

    By Guest Amy Harle, August 26, 2004
    • 4 replies
    • 12.7k views
    • 
    • R. Butler
    • August 27, 2004

21. Forfeitures and Safe Harbor Match

    By imchipbrown, November 17, 2014   

    • Forfeiture Safe Harbor Match
    • 28 replies
    • 12.6k views
    • 
    • austin3515
    • November 25, 2014

22. Bonus Deferral

    By Guest cbp, May 12, 2004
    • 5 replies
    • 12.6k views
    • 
    • RTK
    • May 13, 2004

23. 401(k) Loans: Double taxation or not?

    By Guest InTraining, October 7, 2002
    • 40 replies
    • 12.6k views
    • 
    • g8r
    • October 3, 2003

24. Are Solo(k)s Subject to ERISA?

    By Alf, August 23, 2005
    • 6 replies
    • 12.5k views
    • 
    • wmyer
    • August 23, 2005

25. Cash vs Accrual Accounting

    By Guest TBick, January 12, 2002
    • 8 replies
    • 12.5k views
    • 
    • Archimage
    • January 30, 2002

26. Loan Cure Period

    By Guest andmik, October 10, 2012
    • 11 replies
    • 12.5k views
    • 
    • MoJo
    • October 11, 2012

27. Timing of Deferral on K-1 income

    By Guest Amborg2, December 15, 2010
    • 6 replies
    • 12.4k views
    • 
    • jpod
    • December 16, 2010

28. S-Corp Shareholder Compensation

    By ac, January 14, 2013
    • 8 replies
    • 12.4k views
    • 
    • ERISAGal
    • February 24, 2021

29. Safe Harbor 401(k) top-heavy if profit sharing contributions also made?

    By Guest Hilarion, December 9, 2003
    • 15 replies
    • 12.4k views
    • 
    • Reluctant Actuary
    • March 8, 2017

30. Hardship distribution vs. in-service withdrawal.

    By Guest Theresa, March 16, 2000
    • 2 replies
    • 12.4k views
    • 
    • M R Bernardin
    • March 16, 2000

31. Today's IRS Q&A at ASPPA Annual Conference 10/20/10

    By Guest Pennysaver, October 21, 2010
    • 47 replies
    • 12.4k views
    • 
    • Kevin C
    • November 3, 2011

32. Employer missed 401k deductions in 2019

    By newemployee401k, March 15, 2020
    • 10 replies
    • 12.3k views
    • 
    • newemployee401k
    • March 17, 2020

33. Semi Urgent - When Is A Custodian Not A Fiduciary???

    By fidu, January 10, 2002
    • 23 replies
    • 12.3k views
    • 
    • MoJo
    • January 16, 2002

34. Catch-up 60-63 clarification

    By Tom, November 19, 2024
    • 8 replies
    • 12.3k views
    • 
    • Peter Gulia
    • November 20, 2024

35. Can RMD from IRA be avoided by rolling into 401(k)?

    By Guest Pennysaver, March 17, 2011
    • 15 replies
    • 12.3k views
    • 
    • Kevin C
    • January 18, 2016

36. Loan overpayments - What do you do ?

    By Guest hyper, August 13, 2004
    • 15 replies
    • 12.3k views
    • 
    • R. Butler
    • September 24, 2004

37. Must Employer's Notify Former Employees When they Change 401(k) Admini

    By Guest jeaniec, August 21, 2001
    • 9 replies
    • 12.2k views
    • 
    • Guest
    • September 10, 2001

38. 401K 'day trading'?

    By Guest simbarat, January 23, 2002
    • 30 replies
    • 12.1k views
    • 
    • Jon Chambers
    • January 29, 2002

39. 414(s) Safe Harbor Exclusions from Compensation

    By 401 Chaos, November 16, 2005
    • 11 replies
    • 12.1k views
    • 
    • Puffinator
    • April 10, 2024

40. Employer match of Roth 401k

    By thepensionmaven, January 10, 2024
    • 4 replies
    • 12.1k views
    • 
    • Lou S.
    • January 12, 2024

41. 3rd Party Sick/Disability Pay

    By Guest Chris API, January 17, 2011
    • 10 replies
    • 12k views
    • 
    • VTPension
    • April 5, 2011

42. Illegal Aliens

    By Guest benefitsanalyst, July 19, 2002
    • 19 replies
    • 12k views
    • 
    • Guest
    • July 30, 2002

43. Record Keeping Requirements for Solo 401(k) 1 2

    By matth100, October 19, 2016
    • 62 replies
    • 12k views
    • 
    • matth100
    • November 3, 2016

44. Statutory exclusion question.

    By MR, January 24, 2001
    • 27 replies
    • 11.9k views
    • 
    • buckaroo
    • January 31, 2012

45. Correction to failed 414s

    By pixmax, January 14, 2009
    • 9 replies
    • 11.9k views
    • 
    • Guest
    • January 16, 2009

46. Getting Life Insurance Policy out of a Plan

    By bpenfold, September 28, 2017   

    • life insurance
    • profit sharing
    • (and 2 more)

      Tagged with:

      • life insurance
      • profit sharing
      • plan
      • cancel
    • 16 replies
    • 11.9k views
    • 
    • ErnieG
    • September 29, 2017

47. In-Service Withdrawals (under 59 1/2)

    By Brian Gallagher, June 4, 2003
    • 9 replies
    • 11.8k views
    • 
    • Mary Kay Foss
    • June 6, 2003

48. Normal Retirement Age

    By James Matt Ullakko, February 20, 2002
    • 16 replies
    • 11.8k views
    • 
    • James Matt Ullakko
    • March 7, 2002

49. 401(k) deferral elections not made

    By Guest skc, February 15, 2006
    • 39 replies
    • 11.8k views
    • 
    • E as in ERISA
    • March 20, 2006

50. Off Calendar Year Catch-Up Contributions 1 2

    By buckaroo, September 20, 2007
    • 70 replies
    • 11.7k views
    • 
    • Kevin C
    • March 7, 2008