401(k) Plans

19,319 topics in this forum

1. 401k elections with k-1

   By mehmgo, March 15, 2012
   • 1 reply
   • 878 views
   • 
   • QDROphile
   • March 15, 2012

2. SIMPLE IRA and controlled Group

   By 52626, February 12, 2014
   • 0 replies
   • 878 views
   • 
   • 52626
   • February 12, 2014

3. Employer 401K Contribution to personal 401K plans

   By mitchelt, April 4, 2015
   • 2 replies
   • 878 views
   • 
   • mitchelt
   • April 4, 2015

4. timing of excess aggregate distributions

   By Guest Betsy Oakey, October 25, 2010
   • 1 reply
   • 878 views
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   • PensionPro
   • October 25, 2010

5. Solo 401k & PEO ee's

   By TPApril, September 24, 2018
   • 1 reply
   • 878 views
   • 
   • Larry Starr
   • September 24, 2018

6. Plan Rebalancing

   By TRDriver, September 21, 2021
   • 8 replies
   • 878 views
   • 
   • chc93
   • September 23, 2021

7. Lost Participant Search Service

   By Gadgetfreak, July 19, 2024
   • 3 replies
   • 878 views
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   • ESOP Guy
   • July 22, 2024

8. Caps on employer stock ownership in 401(k) plans?

   By Guest Benmark, July 11, 2004
   • 0 replies
   • 878 views
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   • Guest
   • July 11, 2004

9. Changing eligibility by job class

   By jmartin, December 16, 2011
   • 1 reply
   • 878 views
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   • Jim Chad
   • December 17, 2011

10. Use of Excess Revenue

    By khn, January 23, 2015
    • 1 reply
    • 878 views
    • 
    • BG5150
    • January 28, 2015

11. Add stated match to SH plan mid year?

    By BG5150, July 16, 2019
    • 1 reply
    • 878 views
    • 
    • BG5150
    • July 17, 2019

12. Loan Default

    By ratherbereading, July 21, 2015
    • 2 replies
    • 877 views
    • 
    • austin3515
    • July 22, 2015

13. Two plans merge...plan1 ER pays fees & plan2 plan pays fees..,

    By Guest DVW, November 23, 2011
    • 0 replies
    • 877 views
    • 
    • Guest
    • November 23, 2011

14. In-service 59 1/2 with loan balance

    By Guest donna319, January 12, 2010
    • 1 reply
    • 877 views
    • 
    • Guest
    • January 12, 2010

15. Crediting Service

    By IRA, April 10, 2014
    • 0 replies
    • 877 views
    • 
    • IRA
    • April 10, 2014

16. 401k Loan for Primary Residence. Settled a month ago

    By 401king, September 11, 2023
    • 2 replies
    • 877 views
    • 
    • fmsinc
    • September 12, 2023

17. New plan, no contributions in first year

    By TPApril, September 30, 2021
    • 4 replies
    • 877 views
    • 
    • TPApril
    • October 1, 2021

18. Statements for Terminated Unvested Participants

    By metsfan026, April 20, 2022
    • 8 replies
    • 876 views
    • 
    • Lou S.
    • April 20, 2022

19. Mandatory Contributions

    By rcline46, April 5, 2011
    • 0 replies
    • 876 views
    • 
    • rcline46
    • April 5, 2011

20. Prohibited Transaction

    By 52626, June 21, 2013
    • 0 replies
    • 876 views
    • 
    • 52626
    • June 21, 2013

21. Corrective Amendment for Ineligibles

    By Susan S., February 21, 2014
    • 2 replies
    • 876 views
    • 
    • Tom Poje
    • February 21, 2014

22. Match is offset by Prevailing wage

    By pensiongeek, January 17, 2020
    • 4 replies
    • 876 views
    • 
    • Below Ground
    • January 20, 2020

23. Life Insurance proceeds, can this cash be rolled into a 401(k) Plan

    By cjbaustin, October 7, 2015
    • 2 replies
    • 876 views
    • 
    • david rigby
    • October 8, 2015

24. Employee Deferrals

    By Guest SandraCrowley, May 11, 2011
    • 1 reply
    • 876 views
    • 
    • QDROphile
    • May 11, 2011

25. Solo 401(k) did not file 5500 EZ - Has anyone tried a letter, lately?

    By Jim Chad, October 28, 2015
    • 1 reply
    • 876 views
    • 
    • Lou S.
    • October 28, 2015

26. Interest on Late Profit Sharing Plans

    By Stash026, March 22, 2021
    • 8 replies
    • 875 views
    • 
    • C. B. Zeller
    • April 16, 2021

27. Split between pretax and Roth when employee about to max out

    By Sarah73, October 21, 2022
    • 2 replies
    • 875 views
    • 
    • Lou S.
    • October 21, 2022

28. Controlled GRoup?

    By austin3515, December 20, 2012
    • 2 replies
    • 875 views
    • 
    • four01kman
    • December 20, 2012

29. Updating documents since 1997

    By Jim Chad, January 26, 2015
    • 1 reply
    • 875 views
    • 
    • John Feldt ERPA CPC QPA
    • January 26, 2015

30. Short Plan Year and 2 1/2 month deadline

    By buckaroo, July 11, 2017
    • 1 reply
    • 874 views
    • 
    • Tom Poje
    • July 11, 2017

31. HCE only otherwise excudable for ADP Test

    By Guest padmin, February 21, 2012
    • 1 reply
    • 874 views
    • 
    • ETA Consulting LLC
    • February 21, 2012

32. Correcting a sequence number on a solo 401(k) plan

    By scottsb, March 11, 2022
    • 1 reply
    • 874 views
    • 
    • Bri
    • March 14, 2022

33. Sole Proprietor has a loss

    By Egold, March 28, 2022
    • 4 replies
    • 874 views
    • 
    • Egold
    • March 29, 2022

34. Roth 401(k) Contributions

    By Nassau, December 6, 2010
    • 0 replies
    • 874 views
    • 
    • Nassau
    • December 6, 2010

35. True Up Contribution

    By 52626, September 14, 2020
    • 2 replies
    • 873 views
    • 
    • MWeddell
    • September 15, 2020

36. Applying for a Determination Letter

    By fiona1, October 11, 2012
    • 0 replies
    • 873 views
    • 
    • fiona1
    • October 11, 2012

37. Match Reinstated in middle of the plan year????

    By heygents, November 1, 2013
    • 2 replies
    • 873 views
    • 
    • Lou S.
    • November 1, 2013

38. Hardship Distribution / Medical Debt

    By austin3515, February 19, 2019
    • 5 replies
    • 873 views
    • 
    • Cardscrazy
    • February 20, 2019

39. 401 K medical debt proof

    By christiana, June 21, 2024
    • 1 reply
    • 873 views
    • 
    • Paul I
    • June 21, 2024

40. Short Plan Year

    By austin3515, March 30, 2012
    • 3 replies
    • 873 views
    • 
    • Jim Chad
    • March 30, 2012

41. Deferral deposits made late for a plan covering owners and children

    By Jakyasar, March 17, 2021
    • 6 replies
    • 873 views
    • 
    • Jakyasar
    • March 18, 2021

42. Solo 401k to max out pretax savings.

    By Ponzu, December 10, 2015
    • 2 replies
    • 873 views
    • 
    • Mike Preston
    • December 11, 2015

43. Statement Due dates

    By Dazednconfused, August 3, 2009
    • 0 replies
    • 873 views
    • 
    • Dazednconfused
    • August 3, 2009

44. Ownership and Ability to Contribute

    By coleboy, February 9, 2021
    • 3 replies
    • 873 views
    • 
    • Luke Bailey
    • February 11, 2021

45. Timely Enrollment Errors - Who is Monitoring

    By ldr, July 24, 2019   

    • enrollment
    • epcrs
    • 2 replies
    • 872 views
    • 
    • ldr
    • July 26, 2019

46. Affililated Service Group

    By austin3515, October 29, 2013
    • 7 replies
    • 872 views
    • 
    • BG5150
    • October 30, 2013

47. Pros/Cons of being named employer on 401k

    By Safeharbor29, July 30, 2015
    • 3 replies
    • 872 views
    • 
    • jpod
    • July 30, 2015

48. Entry date calculation

    By AKconsult, March 5, 2019
    • 1 reply
    • 872 views
    • 
    • Tom Poje
    • March 5, 2019

49. Missed Deferral - automatic enrollment

    By Chippy, February 23, 2018
    • 5 replies
    • 872 views
    • 
    • 401king
    • February 26, 2018

50. QNEC for new NHCE

    By jmartin, October 28, 2011
    • 0 replies
    • 872 views
    • 
    • jmartin
    • October 28, 2011