401(k) Plans

19,319 topics in this forum

1. Safe harbor match testing

   By Guest scompliance, November 15, 2005
   • 11 replies
   • 4.1k views
   • 
   • MWeddell
   • November 18, 2005

2. 401k excess matching of $18

   By Liam, January 23, 2019
   • 11 replies
   • 2.4k views
   • 
   • Below Ground
   • January 29, 2019

3. Voluntary Contribution and Roth Conversion

   By Basically, January 31, 2024
   • 11 replies
   • 1.2k views
   • 
   • Basically
   • October 14, 2024

4. Impact of New CA Law ??

   By Guest halka, January 29, 2002
   • 11 replies
   • 2.9k views
   • 
   • mbozek
   • February 25, 2002

5. Top 20% election

   By pmacduff, December 26, 2012
   • 11 replies
   • 9.4k views
   • 
   • Mike Preston
   • January 4, 2013

6. Can administrative fees for a plan audit be paid from the plan?

   By dmb, October 20, 2000
   • 11 replies
   • 4.6k views
   • 
   • david rigby
   • April 18, 2002

7. Split plan to avoid audit?

   By austin3515, July 9, 2010
   • 11 replies
   • 5.8k views
   • 
   • Mike Preston
   • July 9, 2010

8. 414(s) Safe Harbor Exclusions from Compensation

   By 401 Chaos, November 16, 2005
   • 11 replies
   • 12.2k views
   • 
   • Puffinator
   • April 10, 2024

9. Safe harbor nonelective

   By Belgarath, March 25, 2011
   • 11 replies
   • 2.4k views
   • 
   • Earl
   • March 31, 2011

10. transmitting deferrals late

    By Scuba 401, September 29, 2011
    • 11 replies
    • 1.8k views
    • 
    • austin3515
    • October 1, 2011

11. Plan Loans in Bankruptcy

    By Guest DLH, February 28, 2002
    • 11 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 4, 2002

12. Using other financial resources before taking a hardship withdrawal

    By Guest Bud, July 31, 2002
    • 11 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • July 31, 2002

13. Stock Options and 415 Comp

    By Gilmore, October 22, 2020
    • 11 replies
    • 3.5k views
    • 
    • Gilmore
    • October 28, 2020

14. Owner wants $$$

    By Guest phyphy, June 18, 2004
    • 11 replies
    • 2.3k views
    • 
    • mbozek
    • June 29, 2004

15. Recharacterized elective contributions and ACP Testing

    By buckaroo, May 2, 2017
    • 11 replies
    • 2.1k views
    • 
    • Tom Poje
    • May 4, 2017

16. 401k Loan Question

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

17. Eligibility Amendment

    By Guest AJM 34, December 3, 2007
    • 11 replies
    • 2k views
    • 
    • Guest
    • December 12, 2007

18. Forcing a 415 Failure

    By Guest Yeti68, March 18, 2014
    • 11 replies
    • 6.6k views
    • 
    • austin3515
    • March 20, 2014

19. QACA Auto Increases - who gets increased, and when?

    By Mr401k, May 2, 2017
    • 11 replies
    • 1.2k views
    • 
    • TPAJake
    • May 8, 2017

20. Spousal Beneficiary Requirements and Common Law Spouse?

    By cheersmate, November 28, 2018   

    • common law spouse
    • beneficiary designation requirements
    • (and 1 more)

      Tagged with:

      • common law spouse
      • beneficiary designation requirements
      • spouse
    • 11 replies
    • 3k views
    • 
    • cheersmate
    • November 29, 2018

21. "Mistake of Fact"

    By thepensionmaven, May 2, 2018
    • 11 replies
    • 3.9k views
    • 
    • thepensionmaven
    • May 3, 2018

22. Hardship Withdrawals

    By Guest cynthiar, May 12, 2004
    • 11 replies
    • 2.2k views
    • 
    • TBob
    • May 14, 2004

23. 401(a)(9) relief for 2009?

    By Kathy, December 12, 2008
    • 11 replies
    • 1.9k views
    • 
    • Bird
    • December 15, 2008

24. Triple Stack Match

    By Catch22PGM, February 8, 2021
    • 11 replies
    • 2.5k views
    • 
    • Catch22PGM
    • February 10, 2021

25. Plan doesn't allow Roth, but Participants made Roth Deferrals

    By Danny CPA, March 14, 2017
    • 11 replies
    • 2k views
    • 
    • duckthing
    • October 4, 2023

26. Coronavirus DIstribution Timing

    By Christine Roberts, June 4, 2021
    • 11 replies
    • 1.7k views
    • 
    • MoJo
    • June 8, 2021

27. URGENT -please clarify PRUDENT man VS prudent expert RULEs for ERISA f

    By fidu, December 24, 2001
    • 11 replies
    • 7.2k views
    • 
    • Guest
    • January 3, 2002

28. Loan

    By cdavis25, April 7, 2016
    • 11 replies
    • 1.7k views
    • 
    • 401_noob
    • April 12, 2016

29. Plan or No Plan?

    By Guest CygnusX1, July 9, 2009
    • 11 replies
    • 1.7k views
    • 
    • Guest
    • August 20, 2010

30. BRF Testing for this Match formula

    By 30Rock, June 23, 2011
    • 11 replies
    • 3.3k views
    • 
    • C. B. Zeller
    • May 25, 2023

31. Plan Disqualification - Investment Elections Not Following Participant Election

    By 401kAllTheWay, August 2, 2023
    • 11 replies
    • 1.4k views
    • 
    • Bird
    • August 4, 2023

32. SH starts mid year, what comp?

    By BG5150, September 10, 2019
    • 11 replies
    • 2.5k views
    • 
    • BG5150
    • September 12, 2019

33. Life Insurance Policy

    By Coleboy1, May 18, 2023
    • 11 replies
    • 2k views
    • 
    • Bill Presson
    • May 26, 2023

34. Rollovers between spouses

    By austin3515, September 10, 2003
    • 11 replies
    • 2.9k views
    • 
    • WDIK
    • September 10, 2003

35. New Plan - Participant Count for Form 5500

    By AdKu, October 6, 2016   

    • New Plan Part Count Form 5500
    • 11 replies
    • 2.4k views
    • 
    • Bill Presson
    • October 6, 2016

36. Participant Moves from one Location to Another

    By Coleboy1, August 29, 2022
    • 11 replies
    • 1.4k views
    • 
    • Luke Bailey
    • August 31, 2022

37. Forfeiture Acct Use to Pay Lost earnings

    By Guest mxmast, July 14, 2005
    • 11 replies
    • 9.2k views
    • 
    • Guest
    • November 11, 2005

38. Safe Harbor Plan with After Tax

    By justatester, February 2, 2012
    • 11 replies
    • 5.2k views
    • 
    • Kevin C
    • February 3, 2012

39. 1099 income

    By Chippy, December 19, 2019
    • 11 replies
    • 2.8k views
    • 
    • Below Ground
    • January 15, 2020

40. Withdrawing $ to keep under $100k in solo plan....

    By K-t-F, February 3, 2004
    • 11 replies
    • 1.6k views
    • 
    • jevd
    • February 4, 2004

41. Safe Harbor Match on pre-tax and Roth deferrals

    By BG5150, September 11, 2019
    • 11 replies
    • 1.7k views
    • 
    • Belgarath
    • September 13, 2019

42. new investment provider/deposits

    By pmacduff, October 2, 2012
    • 11 replies
    • 1.4k views
    • 
    • MoJo
    • October 3, 2012

43. BRFs

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

44. Amend SH Plan now to change PS method for '20?

    By BG5150, December 20, 2019
    • 11 replies
    • 1.5k views
    • 
    • Larry Starr
    • January 3, 2020

45. Distribution checks deposited in employer checking account

    By Guest 5500, January 6, 2005
    • 11 replies
    • 2.6k views
    • 
    • Bird
    • January 10, 2005

46. New Hardship Guidelines - Impact of in-service distributions

    By jim241, October 30, 2019   

    • 401k
    • hardship
    • 11 replies
    • 2k views
    • 
    • Peter Gulia
    • January 21, 2020

47. CARES Act - Optional?

    By Ian, April 1, 2020
    • 11 replies
    • 1.1k views
    • 
    • Ian
    • April 9, 2020

48. Non-spousal beneficiary

    By Pat Crum, November 9, 2022
    • 11 replies
    • 2.2k views
    • 
    • Peter Gulia
    • November 11, 2022

49. Employer subsidy for stable value penalty

    By gc@chimentowebb.com, April 1, 2024
    • 11 replies
    • 2.1k views
    • 
    • Luke Bailey
    • April 10, 2024

50. Immediate 401(k) entry, but 1 year wait for s/h match?

    By Santo Gold, June 6, 2006
    • 11 replies
    • 4.4k views
    • 
    • Kevin C
    • June 12, 2006