401(k) Plans

19,275 topics in this forum

1. Is Federal Tax withholding required on RMD?

   By Tom, October 10, 2024
   • 3 replies
   • 1k views
   • 
   • Lou S.
   • October 10, 2024

2. Student Loan Payment Match Anticipated Administration

   By TPApril, October 24, 2023
   • 13 replies
   • 1k views
   • 
   • Paul I
   • November 2, 2023

3. profit sharing correction

   By Guest JohnSB, October 19, 2007
   • 1 reply
   • 1k views
   • 
   • Guest
   • October 19, 2007

4. Who prepares Form 990-T?

   By ldr, September 20, 2017   

   • ubti
   • 990-t
   • 3 replies
   • 1k views
   • 
   • ldr
   • October 3, 2017

5. Cash out 401k keep loan active?

   By Guest HRNewb, September 25, 2012
   • 1 reply
   • 1k views
   • 
   • MoJo
   • September 25, 2012

6. Excluding HCEs

   By IRA, February 19, 2010
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • February 19, 2010

7. simple IRAs and 401(K) Plans

   By Guest mad, July 9, 2004
   • 3 replies
   • 1k views
   • 
   • Appleby
   • July 9, 2004

8. Compensation & withholding

   By R. Butler, March 13, 2013
   • 3 replies
   • 1k views
   • 
   • QDROphile
   • March 13, 2013

9. Force out IRA

   By Bruce1, April 23
   • 3 replies
   • 1k views
   • 
   • CuseFan
   • April 23

10. Catch Up Deferral Question

    By Earl, May 13, 2018
    • 12 replies
    • 1k views
    • 
    • Tom Poje
    • May 16, 2018

11. BRF testing when a Merger Happens

    By justatester, May 9, 2013
    • 0 replies
    • 1k views
    • 
    • justatester
    • May 9, 2013

12. Earned Income

    By Guest Rutager, February 28, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 28, 2007

13. Spousal Beneficiary

    By Nassau, June 1, 2011
    • 1 reply
    • 1k views
    • 
    • mbozek
    • June 4, 2011

14. Different SHNE amounts for different NHCEs

    By Gadgetfreak, December 3, 2008
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • December 3, 2008

15. ADP - Additional failures

    By Guest andmik, February 8, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • February 8, 2010

16. Owner/spouse plan - trustees (1 or both)

    By TPApril, November 2, 2021
    • 3 replies
    • 1k views
    • 
    • thepensionmaven
    • November 4, 2021

17. Early Withdrawal After Tax Credit

    By Guest jjc418, May 18, 2006
    • 1 reply
    • 1k views
    • 
    • ERISAnut
    • May 19, 2006

18. Audit Required in Merged Plan?

    By Dennis Povloski, July 15, 2016
    • 0 replies
    • 1k views
    • 
    • Dennis Povloski
    • July 15, 2016

19. Employeer terminated 401k plan for ONLY our branch

    By Guest rapidskies, July 16, 2012
    • 2 replies
    • 1k views
    • 
    • Guest
    • July 18, 2012

20. Participant Loans

    By Guest sritts, November 6, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • November 8, 2010

21. Plan provisions

    By Gary, March 26, 2010
    • 4 replies
    • 1k views
    • 
    • TLGeer
    • March 29, 2010

22. IRS Submission Question

    By Guest notapensiongeek, July 20, 2009
    • 4 replies
    • 1k views
    • 
    • Guest
    • July 20, 2009

23. Prohibited Transaction

    By Guest mbw, October 8, 2008
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • October 8, 2008

24. Fund Mapping

    By Nassau, August 16, 2011
    • 0 replies
    • 1k views
    • 
    • Nassau
    • August 16, 2011

25. ADP testing and controlled groups

    By Guest Rocky, October 20, 2004
    • 3 replies
    • 1k views
    • 
    • Tom Poje
    • October 20, 2004

26. 25% Cap on Employer Contributions

    By pjbaer, September 7, 2016   

    • 25% Cap on ER contributions
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • September 7, 2016

27. Company wants me to fund my own QNEC after test failure -- I'm a partner

    By calexbraska, June 20, 2018
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • June 21, 2018

28. IRS website Help please

    By Jim Chad, September 28, 2012
    • 5 replies
    • 1k views
    • 
    • Belgarath
    • October 1, 2012

29. Benefits deductions for 2005

    By Guest reedjd, January 6, 2005
    • 1 reply
    • 1k views
    • 
    • rcline46
    • January 6, 2005

30. Matching on Catch Up contributions

    By Guest h_nowicki, May 26, 2004
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

31. catch-upcontributions

    By Guest joeplans, April 9, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • April 9, 2004

32. Hospital Affiliated Service Group and HCE determination

    By Will.I.Am, February 22, 2020
    • 4 replies
    • 1k views
    • 
    • Will.I.Am
    • April 23, 2020

33. Plan aggregation for top heavy

    By Guest jkrad, March 17, 2003
    • 3 replies
    • 1k views
    • 
    • R. Butler
    • March 18, 2003

34. Controlled Group/Affiliated Service Group

    By Chippy, August 22, 2016
    • 3 replies
    • 1k views
    • 
    • Chippy
    • August 23, 2016

35. Used wrong ADP Testing Period

    By 52626, March 21, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • March 21, 2012

36. One to One QNEC question relating to bargaining/nonbargaining

    By fiona1, October 30, 2003
    • 1 reply
    • 1k views
    • 
    • KJohnson
    • October 30, 2003

37. Proving Guardian IS Guardian

    By austin3515, July 18, 2007
    • 0 replies
    • 1k views
    • 
    • austin3515
    • July 18, 2007

38. 401(k) Automatic Deferral

    By Tom, March 7
    • 3 replies
    • 1k views
    • 
    • Planit 401k
    • March 13

39. Employer match from multiple employers

    By AKconsult, August 21, 2020
    • 1 reply
    • 1k views
    • 
    • legort69
    • August 23, 2020

40. Service

    By fiona1, February 18, 2010
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • February 19, 2010

41. sticky situation bank and foreclosure

    By Guest ?pensionguy, March 12, 2012
    • 4 replies
    • 1k views
    • 
    • Guest
    • March 13, 2012

42. company a with 401(k) purchased by company b with simple ira

    By Guest mrtnak, January 12, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 12, 2005

43. compensation disclosures for Investment advisor per 408b

    By Jim Chad, April 23, 2012
    • 2 replies
    • 1k views
    • 
    • Jim Chad
    • April 26, 2012

44. document sponsor in footnote on adoption agreement

    By Jim Chad, May 21, 2009
    • 3 replies
    • 1k views
    • 
    • imchipbrown
    • May 28, 2009

45. How do I know if my plan invests a part or all of its assets in a master trust agreement?

    By Will Smith, July 29, 2020
    • 2 replies
    • 1k views
    • 
    • david rigby
    • July 30, 2020

46. Fiduciary Liability Master Class

    By Guest kristiena, September 9, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • September 9, 2002

47. Foreign Miscellaneous Government Entity

    By SRP, January 7, 2009
    • 0 replies
    • 1k views
    • 
    • SRP
    • January 7, 2009

48. Separate Accounting For Roth 401(k) Funds in Brokerage

    By EPCRSGuru, June 2, 2016
    • 4 replies
    • 1k views
    • 
    • Tom Poje
    • June 2, 2016

49. Senior Moment

    By thepensionmaven, May 7, 2014
    • 5 replies
    • 1k views
    • 
    • Kevin C
    • May 8, 2014

50. late deposit and 415 limits

    By K2retire, October 3, 2014
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • October 3, 2014