401(k) Plans

19,318 topics in this forum

1. Negative 401(k) Elections - California

   By lkpittman, March 25, 2003
   • 15 replies
   • 3.8k views
   • 
   • E as in ERISA
   • July 12, 2006

2. Leased employees

   By k man, January 31, 2005
   • 12 replies
   • 3.8k views
   • 
   • Guest
   • February 3, 2005

3. Changing Eligibility in a SH 401(k) Plan

   By Blinky the 3-eyed Fish, August 1, 2006
   • 4 replies
   • 3.8k views
   • 
   • austin3515
   • August 4, 2006

4. SS Integration - Q'ly Statements

   By austin3515, July 5, 2007
   • 29 replies
   • 3.8k views
   • 
   • austin3515
   • July 16, 2007

5. 401k profitshare allocation in an unequal partnership

   By N. Wood, February 23, 2016   

   • 401k
   • solo401k
   • (and 2 more)

     Tagged with:

     • 401k
     • solo401k
     • partnership
     • profit sharing
   • 22 replies
   • 3.8k views
   • 
   • Bird
   • February 24, 2016

6. Using Negative Contributions to Correct Excess Deferrals

   By 401 Chaos, November 19, 2018
   • 7 replies
   • 3.8k views
   • 
   • CJ Allen
   • November 20, 2018

7. Open Enrollment / Special Enrollment

   By BLM, April 29, 2016
   • 6 replies
   • 3.8k views
   • 
   • GMK
   • April 29, 2016

8. 402g Failure Question

   By Guest KD40, February 6, 2003
   • 3 replies
   • 3.8k views
   • 
   • Tom Poje
   • February 10, 2003

9. Disability, Loan Repayments, Default

   By Guest Jelly Phish, November 8, 2002
   • 2 replies
   • 3.8k views
   • 
   • JanetM
   • November 21, 2002

10. Changed accrual requirements at the end of the year

    By Guest elirpa, February 5, 2004
    • 7 replies
    • 3.8k views
    • 
    • Guest
    • February 9, 2004

11. interim valuation

    By Jim Chad, May 16, 2016
    • 22 replies
    • 3.8k views
    • 
    • hr for me
    • May 25, 2016

12. Non-qualified profit sharing plan

    By Guest natasa, May 30, 2007
    • 2 replies
    • 3.8k views
    • 
    • Guest
    • October 12, 2007

13. Gap Period Income

    By Guest Rutager, December 20, 2006
    • 4 replies
    • 3.8k views
    • 
    • Guest
    • January 30, 2007

14. off calendar year ADP testing

    By EBDI, October 16, 2012
    • 10 replies
    • 3.8k views
    • 
    • Kevin C
    • October 22, 2012

15. Early 90's Participant

    By austin3515, February 23, 2016
    • 43 replies
    • 3.8k views
    • 
    • MoJo
    • February 26, 2016

16. 401k Loan Question

    By bluehavana2, May 17, 2023
    • 11 replies
    • 3.8k views
    • 
    • BG5150
    • May 24, 2023

17. Safe Harbor 401k plan - basic match & discretionary match - catchup only

    By Guest elirpa, November 3, 2005
    • 0 replies
    • 3.8k views
    • 
    • Guest
    • November 3, 2005

18. Safe Harbor Match Formula

    By WesleyT, February 6, 2009
    • 3 replies
    • 3.8k views
    • 
    • Kevin C
    • February 6, 2009

19. Withholding on under $200 Distribution

    By Stash026, October 26, 2018
    • 2 replies
    • 3.8k views
    • 
    • Stash026
    • October 26, 2018

20. Fringe Benefits Include Sick Pay?

    By austin3515, August 3, 2012
    • 3 replies
    • 3.8k views
    • 
    • masteff
    • August 6, 2012

21. 401(k) true-up -- include pre-participation compensation?

    By Sum_Guy, March 29, 2022
    • 10 replies
    • 3.8k views
    • 
    • Nate S
    • March 30, 2022

22. Vesting at Normal Retirement Age

    By EBECatty, December 19, 2024
    • 16 replies
    • 3.8k views
    • 
    • C. B. Zeller
    • March 11, 2025

23. Top Heavy Vesting

    By New2EB, October 29, 2015
    • 14 replies
    • 3.8k views
    • 
    • Belgarath
    • November 10, 2015

24. Contributions dedline for Solo 401k as Sole Proprietorship

    By ill, October 8, 2023
    • 14 replies
    • 3.8k views
    • 
    • Paul I
    • October 16, 2023

25. Roth 401(k) Contributions

    By Appleby, January 1, 2006
    • 13 replies
    • 3.8k views
    • 
    • Appleby
    • February 5, 2006

26. Disability rider to a 401K plan....

    By K-t-F, August 16, 2004
    • 9 replies
    • 3.8k views
    • 
    • david rigby
    • August 19, 2004

27. Removing safe harbor match mid-year

    By Guest IU1994, February 11, 2009
    • 10 replies
    • 3.8k views
    • 
    • R. Butler
    • March 6, 2009

28. Leaving MEP to start own plan

    By cpc0506, January 23, 2019
    • 5 replies
    • 3.8k views
    • 
    • thepensionmaven
    • January 28, 2019

29. Rule of Parity

    By IRA, November 25, 2008
    • 6 replies
    • 3.8k views
    • 
    • IRA
    • December 10, 2008

30. Taxpayer Relief act of 1998

    By Guest William Wichrowski, September 29, 1998
    • 5 replies
    • 3.8k views
    • 
    • Guest
    • October 12, 1998

31. BRFs

    By Guest qualified plan, January 14, 2002
    • 11 replies
    • 3.8k views
    • 
    • Belgarath
    • October 8, 2003

32. Bloated Forfeiture Account

    By BERPA, July 25, 2019
    • 11 replies
    • 3.8k views
    • 
    • rr_sphr
    • July 30, 2019

33. Using compensation only while participant for 3% safe harbor QNEC?

    By Guest GMedley, February 21, 2001
    • 7 replies
    • 3.8k views
    • 
    • R. Butler
    • February 23, 2001

34. RMDs and Rollovers by Term'd Participant

    By ratherbereading, October 3, 2017   

    • rmds rollovers terminations
    • 17 replies
    • 3.8k views
    • 
    • My 2 cents
    • October 9, 2017

35. HIGHLY COMPENSATED EMPLOYEES ONLY

    By jeanh, December 8, 2017
    • 16 replies
    • 3.8k views
    • 
    • K2retire
    • December 11, 2017

36. Early entry of soon-to-be HCE

    By Flyboyjohn, February 7, 2018
    • 23 replies
    • 3.8k views
    • 
    • Larry Starr
    • February 13, 2018

37. Can this person take a loan?

    By LCARUSI, October 7, 1998
    • 2 replies
    • 3.8k views
    • 
    • Guest
    • October 8, 1998

38. RMD and Multiple Bene's question

    By Question?, February 6, 2015
    • 9 replies
    • 3.8k views
    • 
    • 4k Everyday
    • July 2, 2015

39. Top 20% Rule for identifying HCE's?

    By Guest KD40, March 7, 2003
    • 1 reply
    • 3.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 7, 2003

40. Hardship - didn't suspend deferrals

    By Guest jvandyke, November 30, 2007
    • 10 replies
    • 3.8k views
    • 
    • masteff
    • December 3, 2007

41. Loan Refinancing

    By MarZDoates, September 24, 2002
    • 6 replies
    • 3.7k views
    • 
    • MarZDoates
    • September 24, 2002

42. restatement date vs signature date

    By WCC, October 1, 2014
    • 16 replies
    • 3.7k views
    • 
    • MJ Hartman
    • October 9, 2014

43. Employer filed tax return. Can they amend return and make a P/S contri

    By Guest S FISCHER, March 27, 2001
    • 12 replies
    • 3.7k views
    • 
    • mbozek
    • September 16, 2002

44. 401k 3% safe harbor qnec

    By Guest Susan M., October 3, 2012
    • 10 replies
    • 3.7k views
    • 
    • 12AX7
    • October 4, 2012

45. One Time Irrevocable Election

    By Guest ptpnthr, April 9, 2004
    • 13 replies
    • 3.7k views
    • 
    • Lori Foresz
    • April 19, 2004

46. New Gateway Rules

    By Guest Karen Szy, March 7, 2001
    • 11 replies
    • 3.7k views
    • 
    • Guest
    • November 9, 2001

47. Can payments made after termination of employment (severance, disabili

    By EGB, February 23, 2000
    • 3 replies
    • 3.7k views
    • 
    • Guest
    • April 16, 2001

48. Distribution from pooled 401k

    By Guest Bagwhan, June 9, 2014
    • 4 replies
    • 3.7k views
    • 
    • Guest
    • June 9, 2014

49. Exclusion of Fringe Benefits

    By BTG, March 20, 2019
    • 5 replies
    • 3.7k views
    • 
    • Doc Ument
    • March 21, 2019

50. 401(ik) elective deferral - contribution deadline

    By retbenser, March 22, 2011
    • 4 replies
    • 3.7k views
    • 
    • K2retire
    • March 25, 2011