401(k) Plans

19,319 topics in this forum

1. In-Plan Roth Conversions

   By austin3515, December 23, 2011
   • 2 replies
   • 898 views
   • 
   • austin3515
   • December 23, 2011

2. Puerto Rico Compensation

   By Doghouse, February 1, 2018
   • 6 replies
   • 898 views
   • 
   • Doghouse
   • February 5, 2018

3. IRS Tax Assessment Because No Rollover Reported

   By austin3515, September 15, 2018
   • 6 replies
   • 898 views
   • 
   • austin3515
   • September 22, 2018

4. PC now an LLP

   By ratherbereading, December 27, 2017
   • 5 replies
   • 898 views
   • 
   • ratherbereading
   • December 29, 2017

5. Deadline for form 5500/5558

   By KevinMc, July 28, 2022
   • 2 replies
   • 898 views
   • 
   • Peter Gulia
   • July 8, 2024

6. DOL issues final rule on safe harbor period

   By cdavis25, January 15, 2010
   • 2 replies
   • 898 views
   • 
   • austin3515
   • January 15, 2010

7. corrective distribution, no funds available

   By DMcGovern, February 25, 2011
   • 1 reply
   • 898 views
   • 
   • rcline46
   • February 25, 2011

8. Plan Termination of old and new plan establishment

   By cpc0506, November 15, 2017
   • 4 replies
   • 898 views
   • 
   • Mike Preston
   • November 15, 2017

9. Rollover processed as a lump sum

   By jmartin, January 24, 2017
   • 6 replies
   • 898 views
   • 
   • RatherBeGolfing
   • January 24, 2017

10. 8a of the 5300

    By fiona1, January 26, 2010
    • 2 replies
    • 898 views
    • 
    • Guest
    • January 27, 2010

11. Record Keeper Change FROM TIAA

    By CSBill, June 11, 2021
    • 3 replies
    • 897 views
    • 
    • MoJo
    • June 15, 2021

12. Plan uses prior year testing, change to top 20% election

    By Belgarath, May 22, 2014
    • 1 reply
    • 897 views
    • 
    • Lou S.
    • May 22, 2014

13. Non profit with subsidiaries

    By Jim Chad, August 31, 2012
    • 1 reply
    • 897 views
    • 
    • mbozek
    • September 3, 2012

14. SIMPLE IRA Shenanagins (sp?)

    By austin3515, October 13, 2011
    • 1 reply
    • 897 views
    • 
    • ETA Consulting LLC
    • October 13, 2011

15. Controlled group, aggregation, testing, etc.

    By Belgarath, February 27, 2014
    • 3 replies
    • 897 views
    • 
    • Belgarath
    • February 27, 2014

16. Still Considered HCE?

    By Dougsbpc, February 23, 2012
    • 1 reply
    • 897 views
    • 
    • ETA Consulting LLC
    • February 23, 2012

17. Pension Health Insurance Premium?

    By caryn22359, December 13, 2011
    • 0 replies
    • 897 views
    • 
    • caryn22359
    • December 13, 2011

18. Amending a Safe Harbor Plan to change In Plan Roth Rollover Provisions

    By HarleyBabe, May 7, 2019
    • 4 replies
    • 897 views
    • 
    • HarleyBabe
    • May 14, 2019

19. Former HCE Death Benefit re-named, Spouse now HCE, count for Top Heavy?

    By JWRB, January 20, 2017
    • 3 replies
    • 897 views
    • 
    • JWRB
    • January 20, 2017

20. Bankruptcy

    By Nassau, June 17, 2010
    • 0 replies
    • 896 views
    • 
    • Nassau
    • June 17, 2010

21. In-Plan Roth Rollovers

    By Nassau, August 26, 2014
    • 1 reply
    • 896 views
    • 
    • masteff
    • August 26, 2014

22. RMD Calculations for CB/DB Plans

    By FT Retire, November 18, 2022
    • 1 reply
    • 896 views
    • 
    • CuseFan
    • November 21, 2022

23. Multiple ER now a Controlled Group

    By fiona1, March 9, 2009
    • 1 reply
    • 896 views
    • 
    • Jim Chad
    • March 9, 2009

24. Deduction

    By JBones, May 22, 2010
    • 1 reply
    • 895 views
    • 
    • Mike Preston
    • May 23, 2010

25. Retirees insurance eligibility notification

    By Guest famu92, May 13, 2003
    • 0 replies
    • 895 views
    • 
    • Guest
    • May 13, 2003

26. participant not permitted to defer

    By K2retire, September 17, 2010
    • 1 reply
    • 895 views
    • 
    • Bill Presson
    • September 17, 2010

27. Maximum Deductible Contribution - 2-person Plan

    By metsfan026, October 22, 2025
    • 10 replies
    • 895 views
    • 
    • CuseFan
    • October 23, 2025

28. Mid-year SEP termination; afterwards open solo 401k

    By jgold0016, July 27, 2020
    • 5 replies
    • 895 views
    • 
    • Mike Preston
    • July 28, 2020

29. CARES Act loan repayment suspension

    By Ian, August 1, 2020
    • 8 replies
    • 895 views
    • 
    • Bird
    • August 4, 2020

30. Qrops USA residents

    By Guest navdha555, February 20, 2012
    • 0 replies
    • 895 views
    • 
    • Guest
    • February 20, 2012

31. leased employees vs. 6-month eligibility

    By AlbanyConsultant, March 11, 2016
    • 1 reply
    • 895 views
    • 
    • Belgarath
    • March 11, 2016

32. Roth 401(k) and Roth IRA Contribution Limits

    By Vlad401k, February 8, 2023
    • 2 replies
    • 895 views
    • 
    • Paul I
    • February 8, 2023

33. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 1 reply
    • 895 views
    • 
    • Guest
    • October 22, 2009

34. 401k to Simple 401k

    By cpc0506, July 17, 2019
    • 3 replies
    • 895 views
    • 
    • digger
    • July 18, 2019

35. Short Plan Year - contribution timing?

    By Guest Michael Anderson, October 12, 2004
    • 0 replies
    • 894 views
    • 
    • Guest
    • October 12, 2004

36. Improper Allocation

    By thepensionmaven, April 10, 2020
    • 4 replies
    • 894 views
    • 
    • Larry Starr
    • April 11, 2020

37. 2010 1099-R

    By austin3515, May 4, 2011
    • 2 replies
    • 894 views
    • 
    • 12AX7
    • May 4, 2011

38. Aggregate Testing for 401(k) Plans under same employer

    By Senior Pension Admin, July 7, 2025
    • 8 replies
    • 894 views
    • 
    • John Feldt ERPA CPC QPA
    • July 8, 2025

39. HCEs in Stock Acquistion

    By justatester, August 27, 2009
    • 0 replies
    • 894 views
    • 
    • justatester
    • August 27, 2009

40. Asset Transfer

    By Randy Watson, November 18, 2009
    • 0 replies
    • 894 views
    • 
    • Randy Watson
    • November 18, 2009

41. Late Safe Harbor for one Participant

    By BG5150, March 18, 2010
    • 2 replies
    • 894 views
    • 
    • BG5150
    • March 19, 2010

42. 401K via Health and Welfare benefit.

    By Sebricon, February 27, 2025
    • 3 replies
    • 893 views
    • 
    • Sebricon
    • February 28, 2025

43. Hazard pay - state grant

    By Belgarath, September 29, 2020
    • 8 replies
    • 893 views
    • 
    • Belgarath
    • October 1, 2020

44. SECURE 2.0 Roth treatment of catch-up contributions

    By youngbenefitslawyer, February 11, 2025
    • 3 replies
    • 893 views
    • 
    • Peter Gulia
    • February 11, 2025

45. earned income calculation

    By Chippy, March 19, 2014
    • 2 replies
    • 893 views
    • 
    • PensionPro
    • March 19, 2014

46. Custodian delays cause deferral issues

    By ejohnke, June 11, 2024
    • 4 replies
    • 892 views
    • 
    • Paul I
    • June 12, 2024

47. Puerto Rico Participants

    By Randy Watson, May 26, 2011
    • 0 replies
    • 892 views
    • 
    • Randy Watson
    • May 26, 2011

48. NON Quilified DRO

    By Guest BeBunk, October 10, 2008
    • 1 reply
    • 892 views
    • 
    • david rigby
    • October 11, 2008

49. Qualified Reservist Distributions and HEART Withdrawals

    By Nassau, January 18, 2011
    • 0 replies
    • 892 views
    • 
    • Nassau
    • January 18, 2011

50. Passage of time eligibility

    By 30Rock, November 5, 2025
    • 6 replies
    • 892 views
    • 
    • RatherBeGolfing
    • November 11, 2025