401(k) Plans

19,275 topics in this forum

1. Chapter 13 (Bankruptcy) and 401k loans

   By Guest Amanda Davis, March 25, 2003
   • 1 reply
   • 1.9k views
   • 
   • QDROphile
   • March 25, 2003

2. Otherwise excludable--2-year wait

   By Guest jaatirs, December 15, 2003
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • December 15, 2003

3. Single Participant Profit Sharing Plan

   By MBCarey, August 2, 2006
   • 1 reply
   • 1.2k views
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   • Leopurrd
   • August 2, 2006

4. roth 401k contributions

   By Santo Gold, March 6, 2007
   • 1 reply
   • 1.2k views
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   • WDIK
   • March 6, 2007

5. RMD - death

   By mehmgo, May 8, 2012
   • 1 reply
   • 956 views
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   • jpod
   • May 8, 2012

6. Missed sending Disclosure

   By CLE401kGuy, January 7, 2019
   • 1 reply
   • 1.7k views
   • 
   • C. B. Zeller
   • January 8, 2019

7. rmd RMD for QDRO Alt Payee

   By JulesInCNY, January 27, 2020   

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

8. Eliminated safe harbor match and now discretionary match

   By WCC, December 4, 2020
   • 1 reply
   • 317 views
   • 
   • Luke Bailey
   • December 10, 2020

9. OK to varying matching contribution rates each quarter?

   By Guest halka, June 9, 1999
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • June 10, 1999

10. Annual additions--1 ee & 2 ers

    By Guest m thom, October 18, 1999
    • 1 reply
    • 1.5k views
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    • MWeddell
    • October 18, 1999

11. Plans merging...

    By Guest SJPrince, February 7, 2000
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • February 7, 2000

12. Late Form 5500 Filing

    By metsfan026, May 3, 2024
    • 1 reply
    • 480 views
    • 
    • Paul I
    • May 3, 2024

13. ownership question

    By Guest yukon, November 4, 2005
    • 1 reply
    • 1.2k views
    • 
    • buckaroo
    • November 11, 2005

14. Company employee turnover rates

    By Guest LSULLIVAN, February 2, 2006
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • February 2, 2006

15. Simple IRA v/s Simple 401k

    By Guest scarletrose, October 20, 2006
    • 1 reply
    • 2.1k views
    • 
    • Bill Presson
    • October 20, 2006

16. Employee

    By cdavis25, March 12, 2009
    • 1 reply
    • 946 views
    • 
    • david rigby
    • March 12, 2009

17. QDIA default investment

    By k man, July 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • July 30, 2009

18. Form 5330

    By 52626, March 30, 2012
    • 1 reply
    • 1.6k views
    • 
    • D Lewis
    • April 2, 2012

19. Effective Date for New Safe Harbor Plan

    By Susan S., July 3, 2013
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • July 4, 2013

20. Should QNECs be included in total ER contrib for Max Deduct.?

    By Guest Puff, March 5, 2014   

    • QNEC Maximum Deductibility
    • 1 reply
    • 809 views
    • 
    • Lou S.
    • March 5, 2014

21. Contribution Limitation

    By KevinMc, November 14, 2016
    • 1 reply
    • 539 views
    • 
    • Lou S.
    • November 14, 2016

22. Deferral rate changes for money earned but not paid

    By Loves401(k), April 13, 2018
    • 1 reply
    • 449 views
    • 
    • WCC
    • April 13, 2018

23. Spinoff Plan Enrollment Forms

    By AbsolutelyOkayPossibly, December 4, 2020
    • 1 reply
    • 534 views
    • 
    • Luke Bailey
    • December 10, 2020

24. Open Enrollment

    By 401Karina, December 13, 2022
    • 1 reply
    • 334 views
    • 
    • Lou S.
    • December 13, 2022

25. 1999 1099-R: Loans

    By Guest Melissa Winslow, February 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 7, 2000

26. 410b

    By TH 401k, January 16
    • 1 reply
    • 578 views
    • 
    • Bri
    • January 16

27. Let's say you lose 90% of the value of your 401k investment in the yea

    By Guest Billy, December 19, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • December 19, 2000

28. EGTRRA vesting change with collective bargaining

    By Guest Ella, September 21, 2001
    • 1 reply
    • 2k views
    • 
    • MGB
    • September 21, 2001

29. 6406 - Notice to Interested Parties

    By Guest robinmingle, January 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 28, 2002

30. Market Timing Restrictions

    By Guest MikeH, May 6, 2002
    • 1 reply
    • 4.5k views
    • 
    • Guest
    • May 6, 2002

31. former safe harbor, now trad. 401(k)

    By Lori H, January 7, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • January 7, 2004

32. Section 414 compensation

    By Guest jkrad, January 27, 2004
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • January 27, 2004

33. Late contribution excise tax

    By Guest FAQ, September 30, 2004
    • 1 reply
    • 1.4k views
    • 
    • RCK
    • September 30, 2004

34. 401(k) Plan - Uncashed Checks and Missing Participants

    By rocknrolls2, March 29, 2007
    • 1 reply
    • 2.4k views
    • 
    • WDIK
    • March 29, 2007

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

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

36. Correction for deferral made after hardship withdrawal

    By BG5150, January 5, 2015
    • 1 reply
    • 4.7k views
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    • Tom Poje
    • January 6, 2015

37. QSLOB? Less than 50 employees?

    By justanotheradmin, April 27, 2015
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • April 27, 2015

38. Secure Act - removal of ER s/h notice rqurmnt

    By TPApril, August 11, 2020
    • 1 reply
    • 839 views
    • 
    • RatherBeGolfing
    • August 11, 2020

39. Distribution Error - Vesting

    By Vlad401k, September 14, 2021
    • 1 reply
    • 497 views
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    • Bill Presson
    • September 14, 2021

40. Beneficiaries - Can an institute be named?

    By Guest CMYoung, June 11, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 11, 1999

41. 3% Elective Safe Harbor Contribution satisfies the Top Heavy minimum r

    By Guest, October 20, 1999
    • 1 reply
    • 1.3k views
    • 
    • Hoard1
    • October 20, 1999

42. A Poll: VCP Timing and Results?

    By casey72, June 4
    • 1 reply
    • 837 views
    • 
    • EBP
    • June 5

43. 401(k) Maximum Contributions - 100%?

    By Guest Mariko, August 10, 2001
    • 1 reply
    • 1.4k views
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    • Jon Chambers
    • August 10, 2001

44. 402 (g) Deferral Limit History

    By Guest frankbrewer, December 16, 2001
    • 1 reply
    • 3.1k views
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    • Tom Poje
    • December 17, 2001

45. CO switches PEO -- how should we handle the 401K transfer?

    By Guest srflad, July 3, 2002
    • 1 reply
    • 2.7k views
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    • alanm
    • July 12, 2002

46. ISPP - "Investment" Roles and Responsibilities

    By Guest CLEVPS, April 22, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 22, 2004

47. Rollover (Related or Unrelated)

    By Guest jkrad, May 10, 2005
    • 1 reply
    • 2.4k views
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    • WDIK
    • May 11, 2005

48. Can catch-up contributions allow Tttal annual additions greater than 100% of compensation.?

    By Richard Anderson, July 5, 2005
    • 1 reply
    • 1.5k views
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    • himt4
    • July 6, 2005

49. ACP Refund

    By fiona1, October 13, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 14, 2005

50. Control Group Transfer

    By Guest padmin, April 20, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 20, 2006