401(k) Plans

19,321 topics in this forum

1. Plans merging...

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

2. Late Form 5500 Filing

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

3. ownership question

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

4. Company employee turnover rates

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

5. Simple IRA v/s Simple 401k

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

6. Employee

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

7. QDIA default investment

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

8. Form 5330

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

9. Effective Date for New Safe Harbor Plan

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

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

    By Guest Puff, March 5, 2014   

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

11. Contribution Limitation

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

12. Deferral rate changes for money earned but not paid

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

13. Spinoff Plan Enrollment Forms

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

14. Open Enrollment

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

15. 1999 1099-R: Loans

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

16. 410b

    By TH 401k, January 16, 2025
    • 1 reply
    • 610 views
    • 
    • Bri
    • January 16, 2025

17. 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

18. EGTRRA vesting change with collective bargaining

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

19. 6406 - Notice to Interested Parties

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

20. Market Timing Restrictions

    By Guest MikeH, May 6, 2002
    • 1 reply
    • 4.6k views
    • 
    • Guest
    • May 6, 2002

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

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

22. Section 414 compensation

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

23. Late contribution excise tax

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

24. 401(k) Plan - Uncashed Checks and Missing Participants

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

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

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

26. Correction for deferral made after hardship withdrawal

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

27. QSLOB? Less than 50 employees?

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

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

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

29. Distribution Error - Vesting

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

30. Beneficiaries - Can an institute be named?

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

31. 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

32. A Poll: VCP Timing and Results?

    By casey72, June 4, 2025
    • 1 reply
    • 890 views
    • 
    • EBP
    • June 5, 2025

33. 401(k) Maximum Contributions - 100%?

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

34. 402 (g) Deferral Limit History

    By Guest frankbrewer, December 16, 2001
    • 1 reply
    • 3.2k views
    • 
    • Tom Poje
    • December 17, 2001

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

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

36. ISPP - "Investment" Roles and Responsibilities

    By Guest CLEVPS, April 22, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 22, 2004

37. Rollover (Related or Unrelated)

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

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

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

39. ACP Refund

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

40. Control Group Transfer

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

41. Top Heavy Safe Harbor 401(k)

    By Guest Robk, August 2, 2006
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 2, 2006

42. Normal or Separation from Service Distribution

    By Guest M.A., October 20, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 21, 2006

43. Gap period income

    By John Feldt ERPA CPC QPA, March 5, 2008
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2008

44. Sole Prop

    By nancy, April 8, 2010
    • 1 reply
    • 989 views
    • 
    • J Simmons
    • April 8, 2010

45. Vesting and BRF Testing

    By justatester, November 22, 2010
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • November 23, 2010

46. Life insurance 401(k) valuation in balance sheet & on 5500

    By Guest DianeW, June 9, 2014   

    • Life Insurance
    • Balance Sheet
    • (and 3 more)

      Tagged with:

      • Life Insurance
      • Balance Sheet
      • 5500
      • Plan Valuation
      • 401(k)
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • June 10, 2014

47. Safe Harbor Mid Year Amendment - Predecessor Service

    By 52626, September 18, 2014
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • September 19, 2014

48. E&O insurance

    By gregburst, July 15, 2016   

    • NAPLIA
    • 1 reply
    • 772 views
    • 
    • Doghouse
    • July 15, 2016

49. Hurricane Relief Distribution and Loan Documentation

    By khn, November 7, 2017
    • 1 reply
    • 724 views
    • 
    • PAiPal
    • November 9, 2017

50. 1099-R(s) for 402(g) excess

    By BG5150, March 15, 2022
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • March 15, 2022