401(k) Plans

19,275 topics in this forum

1. 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

2. Normal or Separation from Service Distribution

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

3. 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

4. Sole Prop

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

5. Vesting and BRF Testing

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

6. 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

7. Safe Harbor Mid Year Amendment - Predecessor Service

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

8. E&O insurance

   By gregburst, July 15, 2016   

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

9. Hurricane Relief Distribution and Loan Documentation

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

10. 1099-R(s) for 402(g) excess

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

11. 401(k)employer deduction

    By Guest TCAT, January 5, 1999
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • January 5, 1999

12. New Comp Plans

    By Guest LBH, June 11, 1999
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 11, 1999

13. "Bad" 401(k) safe harbor notice?

    By jkharvey, May 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • May 24, 2000

14. Distribution via QRRO from Roth 401(k)

    By fmsinc, November 10, 2023
    • 1 reply
    • 423 views
    • 
    • Bird
    • November 13, 2023

15. Is a hardship withdrawal or hardship distribution from vested match an

    By John A, September 11, 2000
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • September 11, 2000

16. Rationale as to why loans are not permitted to owner-employees

    By Guest Martha A. Hayner, April 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • April 2, 2001

17. 2001 Corrective Distribution taxable in 2000. Some tax software packa

    By Guest RJM, April 24, 2001
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • April 24, 2001

18. Eligibility for PS Contribution - Controlled Group Issue

    By Guest ANNEBV, July 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 2, 2001

19. Money Purchase/401k merger

    By Guest Lex, June 15, 2002
    • 1 reply
    • 1.2k views
    • 
    • RTK
    • June 15, 2002

20. Prior Year Testing / Permissive Disaggregation

    By fiona1, February 13, 2004
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • February 25, 2004

21. not a "real" retirement, but completed distribution anyway

    By Jim Chad, March 2, 2004
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • March 2, 2004

22. Safe Harbor 401(k) and After Tax $

    By Guest hyper, November 16, 2004
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • November 16, 2004

23. Rollovers 401k

    By Guest DSquared, March 24, 2006
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • March 24, 2006

24. Ineligible after-tax contributions

    By Guest jim williams, August 30, 2006
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • August 31, 2006

25. Safe Harbor Matching Contributions and ADP/ACP Testing

    By Guest jvajj, June 26, 2009
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • June 29, 2009

26. Designated Invesmtent Manager

    By austin3515, January 18, 2012
    • 1 reply
    • 959 views
    • 
    • Kevin C
    • January 18, 2012

27. PEO-sponsored 401(k) Plan - pros and cons

    By Guest lbart, August 21, 2013   

    • PEO
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 26, 2013

28. matching contribution for controlled group

    By Pixie, January 5, 2015   

    • match
    • controlled group
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • January 5, 2015

29. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026, September 14, 2021
    • 1 reply
    • 510 views
    • 
    • SSRRS
    • September 15, 2021

30. Excise Tax on Refund of Match Deposited as a Lump-Sum after the End of the Plan Year

    By Christopher Wilson, March 15, 2022
    • 1 reply
    • 832 views
    • 
    • Lou S.
    • March 15, 2022

31. Gainsharing as 401k discretionary ER contribution

    By Guest Kerry, January 5, 1999
    • 1 reply
    • 2.2k views
    • 
    • MWeddell
    • January 5, 1999

32. Post Tax

    By Guest Frank Jackson, June 9, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • June 11, 1999

33. CD's as Securities

    By Hoard1, May 17, 2000
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • May 24, 2000

34. non-profit city utility companies and 401Ks

    By Guest itrade4u2, July 2, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 5, 2001

35. Safe harbor design

    By Guest Christie Banks, August 30, 2001
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • August 31, 2001

36. Simple 401(k)

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

37. Hardship wdl after loan default

    By Guest cls1026, December 29, 2004
    • 1 reply
    • 1.2k views
    • 
    • FundeK
    • December 29, 2004

38. Ineligible 401(k) deferrals

    By Guest grazetti, February 2, 2006
    • 1 reply
    • 2k views
    • 
    • Archimage
    • February 2, 2006

39. Money Purchase Plan Term mid year

    By Guest NeophiteTPA, March 24, 2006
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • March 30, 2006

40. Incorrect adp refund

    By Santo Gold, May 29, 2008
    • 1 reply
    • 1.9k views
    • 
    • fiona1
    • May 30, 2008

41. Year End Discretionary/Interim Amendments for DC Plans

    By Guest ggbrock, September 22, 2008
    • 1 reply
    • 919 views
    • 
    • Guest
    • September 22, 2008

42. Missed Eligible 401(k) Participant - Help!

    By Jilliandiz, November 11, 2008
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 11, 2008

43. Employer Eligibility Failure

    By Guest Annette Leerhoff, August 22, 2011
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 22, 2011

44. Voluntary after tax to Roth IRA

    By Jim Chad, March 30, 2012
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • March 30, 2012

45. Amendment and effect on eligibility

    By cpc0506, December 13, 2012
    • 1 reply
    • 966 views
    • 
    • MoJo
    • December 13, 2012

46. Related or unrelated rollover

    By cpc0506, July 5, 2013
    • 1 reply
    • 2k views
    • 
    • masteff
    • July 5, 2013

47. Is this a successor employer?

    By AlbanyConsultant, January 14, 2014
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • January 14, 2014

48. RMD calendar year date? Is it date processed or check date to comply?

    By Guest Matt Young, January 5, 1999
    • 1 reply
    • 1.9k views
    • 
    • LCARUSI
    • January 6, 1999

49. QACA Safe Harbor Matching Contribution

    By mming, June 26
    • 1 reply
    • 800 views
    • 
    • Lou S.
    • June 26

50. Loans to key employees in top heavy plans?

    By Guest Michael Anderson, February 12, 2002
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • February 12, 2002