401(k) Plans

19,319 topics in this forum

1. rmd RMD for QDRO Alt Payee

   By JulesInCNY, January 27, 2020   

   • qdro
   • alternate payee
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • January 27, 2020

2. Stock in Irrevocable Trust

   By Vlad401k, December 7, 2015
   • 3 replies
   • 1.1k views
   • 
   • Vlad401k
   • December 7, 2015

3. Top Heavy Minimums - DC Plan

   By PJ2009, March 17, 2009
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • March 18, 2009

4. Locating Lost participants

   By alexa, May 6, 2009
   • 3 replies
   • 1.1k views
   • 
   • david rigby
   • May 6, 2009

5. Late 5500's, But Not REally

   By austin3515, July 9, 2010
   • 2 replies
   • 1.1k views
   • 
   • austin3515
   • July 9, 2010

6. Mike Preston

   By Blinky the 3-eyed Fish, August 19, 2003
   • 0 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • August 19, 2003

7. Employer Deposit Deadline Change?

   By Guest CSTS, August 6, 2009
   • 2 replies
   • 1.1k views
   • 
   • jkdoll2
   • August 10, 2009

8. Participating employer relationship ends

   By Guest Achilles, December 5, 2007
   • 1 reply
   • 1.1k views
   • 
   • JanetM
   • December 5, 2007

9. plan termination

   By Guest mmc, March 9, 2011
   • 2 replies
   • 1.1k views
   • 
   • ESOP Guy
   • March 9, 2011

10. When forfeitures pay admin expenses....

    By Guest DCPensionGal, September 17, 2010
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • September 20, 2010

11. Excess Correction

    By Guest Spock, September 5, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 5, 2012

12. Top Heavy Minimum Contributions

    By Guest sritts, September 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 24, 2004

13. Top Heavy

    By Jay3, December 7, 2009
    • 1 reply
    • 1.1k views
    • 
    • MSN
    • December 8, 2009

14. 2011 Contribution was forgotten

    By Jim Chad, August 12, 2013
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • August 13, 2013

15. What to do with earnings that Insurance Company won't return

    By jkharvey, October 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 13, 2003

16. Compensation paid after termination

    By jkharvey, March 31, 2008
    • 0 replies
    • 1.1k views
    • 
    • jkharvey
    • March 31, 2008

17. Controlled Group - Different Eligibility

    By Vlad401k, May 31, 2022
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • June 4, 2022

18. Refund of Elective Deferrals and Earnings After Hardship Distribution

    By 12AX7, June 17, 2014
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • June 19, 2014

19. ACP test

    By Guest bonzo, July 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • July 8, 2003

20. Auto enrollment withdrawals

    By Dazednconfused, August 31, 2009
    • 0 replies
    • 1.1k views
    • 
    • Dazednconfused
    • August 31, 2009

21. excess match for one NHCE

    By M Norton, September 25, 2019
    • 12 replies
    • 1.1k views
    • 
    • Larry Starr
    • September 27, 2019

22. catchup for 2012

    By Monica Barnard, January 12, 2013
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 25, 2013

23. 401(a)(17) limit and Plan Definition of Comp

    By SadieJane, October 2, 2019
    • 1 reply
    • 1.1k views
    • 
    • Bill Presson
    • October 2, 2019

24. 401k or PS - any PR Tax Difference?

    By austin3515, April 15, 2011
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • April 15, 2011

25. Four Step SSI

    By Kattdogg12, March 25, 2025
    • 6 replies
    • 1.1k views
    • 
    • Dave Baker
    • April 29, 2025

26. Self Employed Owner Schedule C from two businesses

    By Guest jsample, August 14, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 14, 2012

27. QACAs

    By AJ North, June 20, 2011
    • 2 replies
    • 1.1k views
    • 
    • AJ North
    • June 22, 2011

28. 401(k) and 457 Plan

    By Cathy from Chicago, October 3, 2007
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 3, 2007

29. Safe Harbor--Nonelective contributions

    By Felicia, December 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • pmacduff
    • December 18, 2003

30. EGTRRA-Help!

    By Guest or4770, December 14, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 14, 2005

31. peo and commonly controlled company

    By Guest CAM223, February 5, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 5, 2003

32. Partial Plan Termination

    By Guest imthatguy, September 9, 2010
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • September 9, 2010

33. SO confused ~ SH 3% + Disc Match

    By Guest North Meets South, April 17, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 17, 2012

34. ROBS Plans - Participant Disclosures

    By austin3515, July 10, 2018
    • 9 replies
    • 1.1k views
    • 
    • ESOP Guy
    • September 8, 2018

35. Retrocative Plan Amendments

    By k man, February 22, 2008
    • 2 replies
    • 1.1k views
    • 
    • k man
    • February 22, 2008

36. Effective Date of Rev. Proc. 2015-28

    By Floridaattorney, August 6, 2015
    • 0 replies
    • 1.1k views
    • 
    • Floridaattorney
    • August 6, 2015

37. Corrective QNECs from Suspense/Unallocated Account

    By LANDO, January 2, 2018   

    • 401(k)
    • qnec
    • (and 3 more)

      Tagged with:

      • 401(k)
      • qnec
      • suspense account
      • unallocated account
      • corrective contributions
    • 1 reply
    • 1.1k views
    • 
    • C. B. Zeller
    • January 3, 2018

38. Eligibility - Rehire Question

    By ecphcs2, October 16, 2022
    • 6 replies
    • 1.1k views
    • 
    • Calavera
    • October 18, 2022

39. Safe Harbor plan with Discretionary Match that qualifies as a Safe Harbor for ACP Testing

    By msmith, July 21, 2016
    • 5 replies
    • 1.1k views
    • 
    • msmith
    • July 21, 2016

40. plan loans - no income to repay

    By Guest justbetmd, March 9, 2007
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • March 9, 2007

41. Hurrican Katrina Victim

    By Guest TPA Guy, December 19, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 19, 2005

42. tax withholding pd outside of trust, now what

    By TPApril, March 25, 2014
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 27, 2014

43. Controlled Group - Additional Matching for One Division?

    By Angershark, June 4, 2024
    • 3 replies
    • 1.1k views
    • 
    • Angershark
    • June 7, 2024

44. recovery of "re-pricing" investment losses - how to allocate?

    By t.haley, July 3, 2014
    • 1 reply
    • 1.1k views
    • 
    • chc93
    • July 4, 2014

45. 401 K Plan with S corp K-1 dollars.

    By Guest GinGinR, April 3, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2003

46. Is TH minimum triggered if partner ends year with no comp

    By jkharvey, April 9, 2015
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • April 23, 2015

47. Gateway and Rounding

    By justatester, April 13, 2015
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • April 13, 2015

48. Mergers

    By Guest Thornton, July 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 18, 2003

49. Exclusion from 3% SH Contribution

    By Guest dick@fbanet.com, March 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • g8r
    • March 27, 2004

50. 401k withholding on a 409A distribution

    By Guest ghal, September 13, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 13, 2012