401(k) Plans

19,275 topics in this forum

1. Hardship - Medical?

   By austin3515, January 3, 2013
   • 3 replies
   • 1k views
   • 
   • austin3515
   • January 3, 2013

2. 415 limit

   By Lori H, July 17, 2012
   • 4 replies
   • 1k views
   • 
   • Tom Poje
   • July 18, 2012

3. basic information to get started - seasonal employees?

   By goal00, September 4, 2018
   • 4 replies
   • 1k views
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   • ACK
   • September 10, 2018

4. 2009 Waived MRDs

   By DTH, January 16, 2009
   • 1 reply
   • 1k views
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   • J Simmons
   • January 16, 2009

5. Top Heavy Minimum and funding of PY PS in not top heavy plan year

   By legort69, September 16, 2012
   • 2 replies
   • 1k views
   • 
   • BG5150
   • September 17, 2012

6. Two Companies/Plans - Shared Employee as Plan Administrator on Both

   By Christina, August 7, 2020
   • 2 replies
   • 1k views
   • 
   • Larry Starr
   • August 8, 2020

7. Failure to Enoll Employee - help with corrective contribution, please

   By Guest MikeD, August 5, 2014
   • 3 replies
   • 1k views
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   • Kevin C
   • August 7, 2014

8. First RMD for 4/2003 retiree, age 77; does 2004 distribution include 2003 income?

   By Guest Powers, December 19, 2003
   • 1 reply
   • 1k views
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   • Tom Poje
   • December 19, 2003

9. Company Stock post-sale

   By Guest NewsToMe, March 15, 2007
   • 0 replies
   • 1k views
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   • Guest
   • March 15, 2007

10. Collective Bargained Employees

    By Guest Twinky, November 6, 2007
    • 2 replies
    • 1k views
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    • Guest
    • November 6, 2007

11. Matching issues

    By Guest lindamichals, July 16, 2003
    • 0 replies
    • 1k views
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    • Guest
    • July 16, 2003

12. DC Plans and QOSA Benefits

    By Guest Tom:, March 3, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • March 7, 2010

13. Roth (in Relius)

    By Guest Chicchica, June 20, 2006
    • 0 replies
    • 1k views
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    • Guest
    • June 20, 2006

14. top 20%

    By Guest greggi39, April 8, 2003
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • April 8, 2003

15. HEART Act

    By Nassau, July 27, 2010
    • 0 replies
    • 1k views
    • 
    • Nassau
    • July 27, 2010

16. Can a prudent fiduciary approve a conflicted adviser?

    By Peter Gulia, February 8, 2007
    • 0 replies
    • 1k views
    • 
    • Peter Gulia
    • February 8, 2007

17. Appropriateness of deduction in ASG setting

    By billfgrady, March 15, 2004
    • 0 replies
    • 1k views
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    • billfgrady
    • March 15, 2004

18. Simple 401(k)

    By stevena, July 27, 2004
    • 1 reply
    • 1k views
    • 
    • FundeK
    • July 27, 2004

19. Historial lump sum auto-distributions (looking for 2001)

    By hr for me, August 25, 2008
    • 3 replies
    • 1k views
    • 
    • hr for me
    • August 25, 2008

20. Eligibility - Rehire Question

    By ecphcs2, October 16, 2022
    • 6 replies
    • 1k views
    • 
    • Calavera
    • October 18, 2022

21. credit for service at old firm

    By Jim Chad, December 9, 2008
    • 3 replies
    • 1k views
    • 
    • QDROphile
    • December 10, 2008

22. Fiduciary Audit Firm

    By CharlesLeggette, May 17, 2012
    • 1 reply
    • 1k views
    • 
    • mbozek
    • May 18, 2012

23. Safe Harbor Match?

    By Dougsbpc, September 3, 2019
    • 9 replies
    • 1k views
    • 
    • Mike Preston
    • September 5, 2019

24. Solo plan to invest rollover in Real Estate

    By Jim Chad, December 18, 2015
    • 8 replies
    • 1k views
    • 
    • Belgarath
    • January 21, 2016

25. DATAIR VOLUME SUBMITTER DOCUMENT

    By Guest Jerry, March 4, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • March 4, 2004

26. TH min

    By AdKu, February 5, 2021
    • 8 replies
    • 1k views
    • 
    • C. B. Zeller
    • February 11, 2021

27. Correcting ADP Test Failure Under EPCRS

    By Madison71, October 10, 2017
    • 3 replies
    • 1k views
    • 
    • Madison71
    • October 10, 2017

28. What are the notice requirements to employees when a matching contribution is suspended in mid-year?

    By katieinny, July 19, 2005
    • 0 replies
    • 999 views
    • 
    • katieinny
    • July 19, 2005

29. RMD

    By JKW, October 15, 2010
    • 2 replies
    • 999 views
    • 
    • JKW
    • October 15, 2010

30. Another Safe Harbor/Top Heavy Question

    By Guest wayneiser, February 26, 2004
    • 1 reply
    • 999 views
    • 
    • Archimage
    • February 26, 2004

31. Loan VCP for Owner

    By austin3515, September 20, 2017
    • 3 replies
    • 999 views
    • 
    • Mike Preston
    • September 20, 2017

32. When/how to send special tax notice for after-tax withdrawals?

    By Guest khartford, March 11, 2010
    • 1 reply
    • 999 views
    • 
    • GMK
    • March 11, 2010

33. Thirft 401(k) plan

    By Guest Mardi Gras, July 8, 2002
    • 0 replies
    • 999 views
    • 
    • Guest
    • July 8, 2002

34. QACA 2-6 year graded vesting

    By Sarah73, May 15, 2024
    • 4 replies
    • 999 views
    • 
    • Tom Veal
    • May 17, 2024

35. partnership self-employment income

    By Guest Diane DuFresne, March 8, 2012
    • 2 replies
    • 999 views
    • 
    • Bird
    • March 8, 2012

36. Entity change from S-Corp to Partnership - change in compensation type for shareholders

    By Guest Jane Freeman, February 25, 2004
    • 1 reply
    • 998 views
    • 
    • Guest
    • February 25, 2004

37. Forfeiture Use in a Plan

    By mlp0816, February 12, 2014   

    • Forfeitures
    • 4 replies
    • 998 views
    • 
    • K2retire
    • February 12, 2014

38. Vesting Service

    By Safeharbor29, June 3, 2015   

    • prior employer
    • predecessor employer
    • 2 replies
    • 998 views
    • 
    • Mike Preston
    • June 3, 2015

39. Fidelity Bond for Privately Held Stock

    By Guest twoodman, January 9, 2012
    • 1 reply
    • 998 views
    • 
    • mming
    • January 11, 2012

40. LTD to Active Status and 401(k) loan

    By justasking, November 7, 2014
    • 2 replies
    • 998 views
    • 
    • Lou S.
    • November 7, 2014

41. 415 Excess Plans using Oracle HR

    By Guest dan_forbes, August 1, 2008
    • 0 replies
    • 998 views
    • 
    • Guest
    • August 1, 2008

42. Any Requirement that Plan Provide For Non-Spouse Rollovers

    By Guest EMM118, August 4, 2008
    • 1 reply
    • 998 views
    • 
    • Guest
    • August 4, 2008

43. 401(a)(17) Limit

    By Guest Gumby, January 27, 2010
    • 1 reply
    • 998 views
    • 
    • BG5150
    • January 27, 2010

44. EPCRS correction

    By Guest JPIngold, April 25, 2013
    • 2 replies
    • 998 views
    • 
    • Guest
    • April 26, 2013

45. Safe Harbor Effective Date/ Eligibility Issue

    By chris, January 16, 2004
    • 0 replies
    • 997 views
    • 
    • chris
    • January 16, 2004

46. Employee deferred prior to entry date

    By Renee H, February 24
    • 7 replies
    • 997 views
    • 
    • Bri
    • February 27

47. Looking for help to create individual savings need statements for participants

    By Guest kkastein, July 16, 2004
    • 0 replies
    • 997 views
    • 
    • Guest
    • July 16, 2004

48. 5500 SF to 5500EZ

    By FishOn, August 21, 2023
    • 7 replies
    • 997 views
    • 
    • RatherBeGolfing
    • January 2, 2024

49. Safe Harbor plus Discretionary Match - 2019

    By ldr, December 19, 2018   

    • safe harbor
    • acp test
    • (and 1 more)

      Tagged with:

      • safe harbor
      • acp test
      • discretionary match
    • 5 replies
    • 997 views
    • 
    • ldr
    • December 21, 2018

50. allocation of deductions in partnership (LLC)

    By Guest nancy814, April 1, 2010
    • 0 replies
    • 997 views
    • 
    • Guest
    • April 1, 2010