401(k) Plans

19,319 topics in this forum

1. Death RMDs Might Be The Death of Me

   By austin3515, December 8, 2023
   • 3 replies
   • 918 views
   • 
   • duckthing
   • December 8, 2023

2. Ineligible 401k - Deferred Compensation

   By austin3515, February 1, 2016
   • 0 replies
   • 918 views
   • 
   • austin3515
   • February 1, 2016

3. coverage testing in a control group

   By BW, March 15, 2019
   • 4 replies
   • 918 views
   • 
   • CuseFan
   • March 18, 2019

4. 401k rpoduct/model

   By Guest DU student, June 9, 2008
   • 0 replies
   • 918 views
   • 
   • Guest
   • June 9, 2008

5. QDRO - alt payee's attorney questioning valuation

   By JARichardson, April 5, 2021
   • 12 replies
   • 918 views
   • 
   • CuseFan
   • April 6, 2021

6. USERRA - Make-up Contributions

   By 401(k)athryn, July 29, 2019
   • 1 reply
   • 917 views
   • 
   • Bri
   • July 30, 2019

7. Tiered match

   By R. Butler, October 14, 2015
   • 1 reply
   • 917 views
   • 
   • GMK
   • October 14, 2015

8. Plan Amendment

   By Nassau, February 27, 2012
   • 2 replies
   • 917 views
   • 
   • Everett Moreland
   • February 27, 2012

9. Avoiding Single-Employer Treatment for Portfolio Company Benefits

   By NonQualified, January 29, 2025
   • 4 replies
   • 917 views
   • 
   • Peter Gulia
   • January 29, 2025

10. VCP for Missed PPA Restatement

    By austin3515, May 17, 2017
    • 2 replies
    • 916 views
    • 
    • BG5150
    • May 18, 2017

11. IRS Mailing

    By Guest philc, June 25, 2003
    • 0 replies
    • 916 views
    • 
    • Guest
    • June 25, 2003

12. Failed ACP Test one year later

    By cpc0506, January 17, 2011
    • 1 reply
    • 916 views
    • 
    • BG5150
    • January 17, 2011

13. BRF testing and vesting

    By 30Rock, May 5, 2010
    • 0 replies
    • 916 views
    • 
    • 30Rock
    • May 5, 2010

14. Can I eliminate partial withdrawals for termed?

    By BG5150, June 27, 2019
    • 2 replies
    • 916 views
    • 
    • BG5150
    • June 27, 2019

15. 401(k) Plans

    By MPLSLAW, January 29, 2012
    • 1 reply
    • 916 views
    • 
    • ETA Consulting LLC
    • January 29, 2012

16. CARES ACT - Loans 1 year defer

    By 52626, April 1, 2020
    • 1 reply
    • 916 views
    • 
    • Luke Bailey
    • April 17, 2020

17. BRF Testing

    By justatester, October 12, 2016   

    • Multiple Matches
    • 4 replies
    • 916 views
    • 
    • Doghouse
    • October 12, 2016

18. missed deferral?

    By hunter001, April 27, 2011
    • 2 replies
    • 916 views
    • 
    • Guest
    • April 27, 2011

19. Late deposits & VFCP

    By Flyboyjohn, April 26, 2016
    • 1 reply
    • 915 views
    • 
    • Belgarath
    • April 27, 2016

20. IRS Compliance Questions on late 5500-SF filings

    By ejohnke, March 3, 2025
    • 1 reply
    • 915 views
    • 
    • RatherBeGolfing
    • March 3, 2025

21. Participants with Small Balances counting as participants

    By CLE401kGuy, June 27, 2016
    • 4 replies
    • 915 views
    • 
    • CLE401kGuy
    • June 27, 2016

22. Entry date for rehired employee in new plan

    By drakecohen, February 2, 2023
    • 2 replies
    • 915 views
    • 
    • Paul I
    • February 8, 2023

23. Excluding bonus from deferrals but not match

    By Rayofsunshine, May 8, 2024
    • 1 reply
    • 915 views
    • 
    • Bri
    • May 8, 2024

24. Mid-Year Open MEP Conversion - 5500 Filings

    By The 402"(G)", March 10, 2017   

    • 5500
    • mep
    • (and 4 more)

      Tagged with:

      • 5500
      • mep
      • multiple
      • employer
      • plan
      • multiple employer plan
    • 2 replies
    • 915 views
    • 
    • The 402"(G)"
    • March 14, 2017

25. Loan Reporting on Form 5500 (Receivables)

    By metsfan026, June 21, 2022
    • 2 replies
    • 915 views
    • 
    • metsfan026
    • June 21, 2022

26. Loan Policy and Document Restatement

    By cpc0506, July 26, 2013
    • 1 reply
    • 914 views
    • 
    • 12AX7
    • July 27, 2013

27. Company Stock Transaction Fees

    By Guest TaraD, July 16, 2003
    • 0 replies
    • 914 views
    • 
    • Guest
    • July 16, 2003

28. Vesting for an -11(g) Amemdnent

    By austin3515, March 31, 2010
    • 3 replies
    • 914 views
    • 
    • Mike Preston
    • March 31, 2010

29. RMD calculation for a non-spouse beneficiary

    By Ryan Walter, January 17, 2020
    • 3 replies
    • 914 views
    • 
    • Ryan Walter
    • January 28, 2020

30. Catchup and Plan Limits

    By justatester, January 14, 2010
    • 1 reply
    • 914 views
    • 
    • Jim Chad
    • January 14, 2010

31. Union Provisions in SPD

    By khn, November 10, 2017
    • 3 replies
    • 914 views
    • 
    • My 2 cents
    • November 13, 2017

32. One-to-one ADP correction & top heavy

    By R. Butler, November 7, 2012
    • 0 replies
    • 914 views
    • 
    • R. Butler
    • November 7, 2012

33. How to correct over contribution to clients account from administrator error

    By dragondon, October 31, 2022
    • 4 replies
    • 914 views
    • 
    • rocknrolls2
    • November 1, 2022

34. Code C - box 12 W-2

    By thepensionmaven, June 27, 2022
    • 4 replies
    • 913 views
    • 
    • thepensionmaven
    • June 29, 2022

35. control group

    By Guest beach, July 5, 2011
    • 1 reply
    • 913 views
    • 
    • Tom Poje
    • July 6, 2011

36. ERPA on the Cheap?

    By austin3515, December 15, 2010
    • 1 reply
    • 913 views
    • 
    • david rigby
    • December 16, 2010

37. Shared 401(a) Trust

    By Guest Navigator, January 28, 2008
    • 0 replies
    • 913 views
    • 
    • Guest
    • January 28, 2008

38. PLAN MERGER

    By Logan401, February 5, 2010
    • 0 replies
    • 913 views
    • 
    • Logan401
    • February 5, 2010

39. Corrective distributions from 2d plan?

    By Locust, January 15, 2010
    • 0 replies
    • 913 views
    • 
    • Locust
    • January 15, 2010

40. How many tax laws in last 6 years?

    By Jim Chad, June 9, 2014
    • 3 replies
    • 913 views
    • 
    • Guest
    • June 10, 2014

41. Contribution Deduction Limit for Self Employed Cross Tested

    By jkharvey, March 23, 2011
    • 0 replies
    • 913 views
    • 
    • jkharvey
    • March 23, 2011

42. LLC Electing to be Taxed as a Corporation

    By jpod, September 6, 2011
    • 1 reply
    • 912 views
    • 
    • jpod
    • September 8, 2011

43. Limited partner or other LLC member

    By kdubinski, October 18, 2016   

    • 401(k) Plan
    • 3 replies
    • 912 views
    • 
    • kdubinski
    • October 19, 2016

44. Late Contributions

    By PFranckowiak, May 14, 2018
    • 5 replies
    • 912 views
    • 
    • Bill Presson
    • May 14, 2018

45. Doesn't seem right

    By Guest WonderWhy, February 12, 2009
    • 3 replies
    • 912 views
    • 
    • david rigby
    • February 12, 2009

46. 401(k) loan deemed distributions as CRDs

    By Ian, August 5, 2020
    • 2 replies
    • 912 views
    • 
    • Ian
    • August 7, 2020

47. Simple Controlled Group Question

    By ac, October 1, 2013
    • 2 replies
    • 912 views
    • 
    • 12AX7
    • October 1, 2013

48. Plan Merger and Elective Contribution Elections

    By CLE401kGuy, December 2, 2015
    • 3 replies
    • 912 views
    • 
    • david rigby
    • December 3, 2015

49. Comparitive Statements

    By Guest EWESTENBERGER, July 7, 2009
    • 0 replies
    • 912 views
    • 
    • Guest
    • July 7, 2009

50. Safe Harbor Plan

    By Nassau, July 16, 2010
    • 0 replies
    • 911 views
    • 
    • Nassau
    • July 16, 2010