401(k) Plans

19,321 topics in this forum

1. 401(k)employer deduction

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

2. New Comp Plans

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

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

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

4. Distribution via QRRO from Roth 401(k)

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

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

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

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

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

7. 2001 Corrective Distribution taxable in 2000. Some tax software packa

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

8. Eligibility for PS Contribution - Controlled Group Issue

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

9. Money Purchase/401k merger

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

10. Prior Year Testing / Permissive Disaggregation

    By fiona1, February 13, 2004
    • 1 reply
    • 2.5k views
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    • Guest
    • February 25, 2004

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

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

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

    By Guest hyper, November 16, 2004
    • 1 reply
    • 1.1k views
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    • Tom Poje
    • November 16, 2004

13. Rollovers 401k

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

14. Ineligible after-tax contributions

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

15. Safe Harbor Matching Contributions and ADP/ACP Testing

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

16. Designated Invesmtent Manager

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

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

    By Guest lbart, August 21, 2013   

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

18. matching contribution for controlled group

    By Pixie, January 5, 2015   

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

19. Does Hurricane Ida Relief Apply To Contributions?

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

20. 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
    • 849 views
    • 
    • Lou S.
    • March 15, 2022

21. Gainsharing as 401k discretionary ER contribution

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

22. Post Tax

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

23. CD's as Securities

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

24. non-profit city utility companies and 401Ks

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

25. Safe harbor design

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

26. Simple 401(k)

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

27. Hardship wdl after loan default

    By Guest cls1026, December 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • FundeK
    • December 29, 2004

28. Ineligible 401(k) deferrals

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

29. Money Purchase Plan Term mid year

    By Guest NeophiteTPA, March 24, 2006
    • 1 reply
    • 1.5k views
    • 
    • Ron Snyder
    • March 30, 2006

30. Incorrect adp refund

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

31. Year End Discretionary/Interim Amendments for DC Plans

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

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

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

33. Employer Eligibility Failure

    By Guest Annette Leerhoff, August 22, 2011
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 22, 2011

34. Voluntary after tax to Roth IRA

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

35. Amendment and effect on eligibility

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

36. Related or unrelated rollover

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

37. Is this a successor employer?

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

38. 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

39. QACA Safe Harbor Matching Contribution

    By mming, June 26, 2025
    • 1 reply
    • 923 views
    • 
    • Lou S.
    • June 26, 2025

40. Loans to key employees in top heavy plans?

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

41. 402(g) refund

    By Guest timgrace, February 22, 2002
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 23, 2002

42. Discontinuing MRDs when a Retiree is Rehired

    By Guest koolkid, August 15, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • August 15, 2002

43. Contribution for Participants in a Terminating Member of a Controlled

    By Guest Thornton, January 2, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • January 3, 2003

44. Employee Plans Compliance Resolution System

    By Guest Bahrman, February 18, 2003
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • February 18, 2003

45. Safe Harbor Confusion

    By No Name, December 7, 2004
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • December 7, 2004

46. Keep expensive 401K -- or -- invest on our own?

    By Guest heikejohn, May 11, 2005
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • May 11, 2005

47. Looking for Guidance on interest on late deposits

    By Alex Daisy, April 3, 2009
    • 1 reply
    • 954 views
    • 
    • jkdoll2
    • April 3, 2009

48. Is there a prohibited transaction exemption for this?

    By jkharvey, August 25, 2009
    • 1 reply
    • 990 views
    • 
    • Belgarath
    • August 25, 2009

49. Form 945

    By Dazednconfused, December 14, 2009
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • December 14, 2009

50. Commingling qualified plan and 403(b) plan assets

    By Guest StephanieB, June 7, 2010
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • June 7, 2010