401(k) Plans

19,275 topics in this forum

1. Failed ADP Test, Excess Contributions, Fiscal Years & Taxation

   By TPApril, August 4
   • 1 reply
   • 828 views
   • 
   • Lou S.
   • August 4

2. Stopping RMD's

   By Guest terid, October 21, 2002
   • 1 reply
   • 1.3k views
   • 
   • Appleby
   • October 21, 2002

3. Timely Matching Contributions

   By Randy Watson, January 12, 2006
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • January 12, 2006

4. Roth Deferral

   By KevinMc, January 24, 2014
   • 1 reply
   • 861 views
   • 
   • rcline46
   • January 24, 2014

5. RMD for Deceased Partic - Client can't find bene

   By MidWestTPA, December 12, 2019
   • 1 reply
   • 467 views
   • 
   • ESOP Guy
   • December 12, 2019

6. 5500 Reporting

   By Guest JB2, September 10, 1998
   • 1 reply
   • 5k views
   • 
   • Guest
   • September 10, 1998

7. ADP and 402(g) Failure

   By Guest Leigh Lindsey, November 18, 1999
   • 1 reply
   • 2.7k views
   • 
   • Guest
   • November 18, 1999

8. Electronic Signature legislation

   By k man, October 3, 2000
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • October 4, 2000

9. How do you process deductions when there is a 401(k) and a cafeteria p

   By Guest Lesley Sifers, February 23, 2001
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • February 23, 2001

10. Match Forfeitures

    By Guest ELS, July 9, 2001
    • 1 reply
    • 1.7k views
    • 
    • actuarysmith
    • July 9, 2001

11. QNECs and prior year testing

    By Guest Jane Freeman, March 4, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 22, 2004

12. 410b testing

    By Guest terric, April 27, 2004
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • April 27, 2004

13. Separate Elgibility for Part-Timers

    By Guest cxs, March 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • March 7, 2006

14. Vesting Schedule for PPA Auto-Deferral Safe Harbor

    By Übernerd, April 4, 2007
    • 1 reply
    • 1.9k views
    • 
    • Bob R
    • April 9, 2007

15. New safe harbor 401k compensation definition

    By Guest ladycpa2, March 12, 2008
    • 1 reply
    • 2k views
    • 
    • Lou S.
    • March 12, 2008

16. Control Group Question

    By Alex Daisy, May 11, 2015
    • 1 reply
    • 866 views
    • 
    • Tom Poje
    • May 11, 2015

17. 5305-SEP to one-participant 401k with "mega backdoor roth"

    By wqpziy, February 8, 2020
    • 1 reply
    • 800 views
    • 
    • Bird
    • February 10, 2020

18. Deductible Limit for 401(k) Plan

    By Guest Michael Spaid, November 19, 1999
    • 1 reply
    • 1.4k views
    • 
    • lkpittman
    • November 19, 1999

19. Allocation of small forfeiture amounts

    By Guest Frank Jackson, February 28, 2000
    • 1 reply
    • 1.8k views
    • 
    • IRC401
    • March 1, 2000

20. LTPT Proposed Regs issued by IRS

    By Lois Baker, November 24, 2023
    • 1 reply
    • 513 views
    • 
    • Peter Gulia
    • November 26, 2023

21. Deadline for distributing deferrals to correct 415 limit?

    By Richard Anderson, August 23, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • August 23, 2000

22. Safe Harbor 401(k) Match top heavy plan - PS only to non-key/non-HCE

    By Tom, February 4
    • 1 reply
    • 516 views
    • 
    • RatherBeGolfing
    • February 4

23. Plan Expenses

    By Guest PTWIN, April 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • April 9, 2001

24. Is it a prohibited transaction?

    By Guest And another thing ..., February 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 1, 2002

25. SEP and 401(k)

    By Earl, August 15, 2003
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • August 18, 2003

26. De minimis exception to requirement to allocate earnings to participants?

    By Guest rocnrols2, August 24, 2004
    • 1 reply
    • 1.8k views
    • 
    • FundeK
    • August 24, 2004

27. Plan termination/5500 Form/short plan year apply

    By Guest hog4you2, December 10, 2004
    • 1 reply
    • 1.8k views
    • 
    • JanetM
    • December 10, 2004

28. Safe Harbor 401(k) - Coverage Test Question

    By MarZDoates, January 12, 2006
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • January 12, 2006

29. top heavy and catch up contributions

    By Guest Peggy806, January 31, 2011
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 31, 2011

30. top heavy safe harbor

    By pmacduff, May 21, 2012
    • 1 reply
    • 932 views
    • 
    • K2retire
    • May 21, 2012

31. 410(b)(6)(c) Transition

    By Young Curmudgeon, July 3, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 3, 2012

32. In-Service Distribution: Unrelated Rollover

    By Guest 4Kicks, January 24, 2014   

    • Top Heavy Test
    • 1 reply
    • 1.7k views
    • 
    • Lou S.
    • January 24, 2014

33. New Form 8822-B

    By 30Rock, March 14, 2014
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 14, 2014

34. Two 1099Rs for excess contribution

    By thepensionmaven, March 15, 2019
    • 1 reply
    • 355 views
    • 
    • 401king
    • March 15, 2019

35. Patriot Act - Qualified plan - Brokerage Account - Trustee SSN?

    By jmartin, November 20, 2021
    • 1 reply
    • 548 views
    • 
    • Peter Gulia
    • November 20, 2021

36. 401K Distribution on terminated plan due to company ownership change.

    By Guest JamesRRogers, July 21, 1999
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 21, 1999

37. Hardship Self Certification

    By MGOAdmin, February 4
    • 1 reply
    • 611 views
    • 
    • Connor
    • February 4

38. Hardship distributions - land purchase for pre-existing trailer

    By Guest tonjer, October 21, 2002
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • October 21, 2002

39. Safe Harbor for Controlled Group

    By Guest Suanne, November 19, 2004
    • 1 reply
    • 974 views
    • 
    • Blinky the 3-eyed Fish
    • November 19, 2004

40. Participant Loans

    By Brenda Wren, October 19, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • October 19, 2005

41. Simple & 4K limits

    By mschwechter, January 12, 2006
    • 1 reply
    • 1.1k views
    • 
    • saabraa
    • January 12, 2006

42. In Service Non-Hardship withdrawals

    By mlp0816, February 15, 2007
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • February 16, 2007

43. 401(k) and 457 Plan

    By Cathy from Chicago, October 3, 2007
    • 1 reply
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 3, 2007

44. 401(K) Participant Rehire

    By Guest Ohiobcat, November 3, 2011
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • November 3, 2011

45. Mid Year Changes

    By 401kyeah, May 29, 2016
    • 1 reply
    • 602 views
    • 
    • Tom Poje
    • May 31, 2016

46. Nonqualified IRA funds rolled into 401(k) Plan

    By 401(k)athryn, December 1, 2016   

    • 401(k)
    • nonqualified
    • (and 1 more)

      Tagged with:

      • 401(k)
      • nonqualified
      • rollover
    • 1 reply
    • 555 views
    • 
    • 401king
    • December 1, 2016

47. Plan giving Prior to 2016 and After 2016 Data - why?

    By KTB, November 21, 2017
    • 1 reply
    • 425 views
    • 
    • Tom Poje
    • November 21, 2017

48. Eligibility Covid Furlough

    By PFranckowiak, August 26, 2020
    • 1 reply
    • 478 views
    • 
    • ESOP Guy
    • August 26, 2020

49. Over Plan Limits

    By Guest Frank Jackson, September 11, 1998
    • 1 reply
    • 4.4k views
    • 
    • Dawn Hafner
    • September 11, 1998

50. Employee's salary reduction - employer contribution or employee contri

    By Guest PALAWYER, July 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • LCARUSI
    • July 21, 1999