401(k) Plans

19,321 topics in this forum

1. Stale dated checks

   By Jim Chad, March 9, 2010
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • March 11, 2010

2. 401(k) Plan Aggregation

   By Guest tm3333, February 26, 2014
   • 1 reply
   • 979 views
   • 
   • Tom Poje
   • February 27, 2014

3. Calculating earnings

   By ratherbereading, January 26, 2016   

   • distribution error
   • earnings calculation
   • 1 reply
   • 642 views
   • 
   • ESOP Guy
   • January 26, 2016

4. Precious metals

   By Jim Chad, March 11, 2016
   • 1 reply
   • 586 views
   • 
   • Belgarath
   • March 11, 2016

5. sponsor 401(k) and SEP at same time?

   By M Norton, August 15, 2019
   • 1 reply
   • 572 views
   • 
   • CuseFan
   • August 19, 2019

6. Converting Plan with Self-Directed Brokerage

   By khn, January 21, 2021
   • 1 reply
   • 623 views
   • 
   • C. B. Zeller
   • January 21, 2021

7. Moderator Accidently ERASED CURRENT THREAD RE: 403(b) rollovers

   By LCARUSI, May 21, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • May 21, 1999

8. Employer fails to start and or increase deferrals under an automatic deferral arrangement

   By Tom, September 6, 2023
   • 1 reply
   • 721 views
   • 
   • Paul I
   • September 6, 2023

9. Timing of 3% Non Elective

   By JROB, March 12, 2025
   • 1 reply
   • 974 views
   • 
   • Paul I
   • March 12, 2025

10. Section 318 attribution for Key EE under EGTRRA

    By Guest GMedley, November 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • November 2, 2001

11. Employee Roth elections not withheld correctly for 2024

    By Tom, September 17, 2025
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • September 18, 2025

12. 501(c)(6) tax exempt organization

    By Guest km6719, February 14, 2003
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • February 14, 2003

13. Plan Termination Issues

    By Guest ANNEBV, April 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • BFree
    • April 30, 2003

14. Mandatory withholding

    By Guest cosmo01, June 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 9, 2003

15. Eliminating 401(k)

    By Guest lucylucy, July 22, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • July 22, 2003

16. Death of Plan Sponsor

    By Guest mwozniacki, September 8, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • September 9, 2004

17. Controlled Group

    By Fisher, December 13, 2006
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • December 13, 2006

18. Safe Harbor Contributions Not made

    By Guest SWH, March 1, 2008
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 3, 2008

19. 11g Amendment to Correct Coverage Failure

    By Laura Harrington, April 1, 2009
    • 1 reply
    • 1.9k views
    • 
    • Mike Preston
    • April 1, 2009

20. withholding on distributions to charities

    By Guest riss@7477, June 29, 2010
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • June 29, 2010

21. Late Employer Contributions - Lost Earnings?

    By emmetttrudy, July 27, 2010
    • 1 reply
    • 1.9k views
    • 
    • Jim Chad
    • July 28, 2010

22. Attribution of biological child who is not legally recognized as the child

    By jkharvey, February 25, 2013
    • 1 reply
    • 977 views
    • 
    • rcline46
    • February 25, 2013

23. effect of Medicare surtax on SE income

    By M Norton, November 13, 2013
    • 1 reply
    • 1.2k views
    • 
    • Flyboyjohn
    • November 14, 2013

24. Open architechture

    By Jim Chad, February 27, 2014
    • 1 reply
    • 788 views
    • 
    • ACox
    • February 27, 2014

25. 403(b) deferral test/refund

    By mlp0816, June 4, 2014
    • 1 reply
    • 819 views
    • 
    • austin3515
    • June 5, 2014

26. SH excess contribution financial statements question

    By JQZ2028, September 8, 2021   

    • excess contribution
    • audited financial statements
    • 1 reply
    • 511 views
    • 
    • Bird
    • September 9, 2021

27. Profit Sharing Cont. w/ an integrated plan

    By Guest Sara H, December 17, 1998
    • 1 reply
    • 2k views
    • 
    • Chester
    • December 17, 1998

28. Forfeiture of Related Matching Contribution for NHCE??

    By rocknrolls2, January 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 27, 2000

29. 401K shalter?

    By Guest pinocchio, December 13, 2001
    • 1 reply
    • 1.5k views
    • 
    • GBurns
    • December 19, 2001

30. Required Minimum Distribution Amendments - 5-Year Rule Election- QPSA Question

    By Guest mwa, November 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 25, 2003

31. Passive (Automatic) Enrollment

    By k man, April 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • k man
    • April 26, 2005

32. Compensation Election

    By mlp0816, September 20, 2005
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • September 20, 2005

33. 3% Safe Harbor with 7% Profit Sharing Contributuion

    By Alex Daisy, December 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 3, 2008

34. Eligibiltiy upon rehire elapsed time

    By R. Butler, May 31, 2018
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • May 31, 2018

35. Top Heavy and Multiple Employer

    By cdavis25, July 27, 2018
    • 1 reply
    • 681 views
    • 
    • ETA Consulting LLC
    • July 27, 2018

36. Missed Deferral Opportunity

    By Lou81, May 13, 2022
    • 1 reply
    • 796 views
    • 
    • BeachBum
    • May 13, 2022

37. QDROs Benefits Accrued

    By Guest Brad5252, May 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • May 25, 1999

38. Distributions from a 401k with ER stock. (NUA).

    By Guest Denise Murphy, October 4, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 6, 1999

39. 411(d)(6) - change of timing of a distribution

    By EGB, January 24, 2000
    • 1 reply
    • 1.8k views
    • 
    • Ervin Barham
    • January 28, 2000

40. Asset update

    By FJR, August 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • August 9, 2001

41. Excess Match Contribution

    By Guest MUSICMAN, April 11, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • April 12, 2002

42. SAR Requirements

    By nancy, April 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • May 1, 2003

43. top heavy - key employee definition

    By k man, March 30, 2004
    • 1 reply
    • 1.9k views
    • 
    • k man
    • March 30, 2004

44. Loans

    By Jilliandiz, November 3, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 5, 2005

45. 501(c)3 Plan

    By Guest lgm, April 18, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 19, 2006

46. Hardship Suspensions

    By Guest kmathis, April 24, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • April 24, 2007

47. Calculating Maximum Deductible for Partnership

    By Guest retirementadm, January 22, 2009
    • 1 reply
    • 1.3k views
    • 
    • SheilaD
    • January 22, 2009

48. 414(s) Compensation Question

    By justatester, November 18, 2010
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 19, 2010

49. Engagement Letters for TPA's

    By austin3515, June 3, 2011
    • 1 reply
    • 1.8k views
    • 
    • Bill Presson
    • June 4, 2011

50. testing different match rates

    By K2retire, August 5, 2012
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • August 5, 2012