401(k) Plans

19,275 topics in this forum

1. Hurricane Irene Relief

   By Guest TomB432, August 20, 2012
   • 1 reply
   • 789 views
   • 
   • david rigby
   • August 21, 2012

2. 20% Mandatory Withholding

   By rblum50, November 26, 2024
   • 3 replies
   • 789 views
   • 
   • Peter Gulia
   • November 26, 2024

3. What information must you include in determination letter request re plan-to-plan transfer

   By Guest BL333, March 4, 2010
   • 0 replies
   • 788 views
   • 
   • Guest
   • March 4, 2010

4. 401k Loan for Primary Residence. Settled a month ago

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

5. Roll IRA Into 401(k) Plan

   By Scott50, April 23, 2019
   • 2 replies
   • 788 views
   • 
   • C. B. Zeller
   • April 24, 2019

6. general question - allowed to contribute for 2017 now & wants corrected w2?

   By Erica23, April 16, 2018
   • 11 replies
   • 788 views
   • 
   • Tom Poje
   • April 17, 2018

7. Late Form 5500-EZ & Successor Plan Rule

   By Derek, July 15, 2024
   • 3 replies
   • 788 views
   • 
   • Bruce1
   • July 31, 2024

8. Maximum Loan Amount

   By DTH, November 9, 2012
   • 1 reply
   • 788 views
   • 
   • ETA Consulting LLC
   • November 9, 2012

9. Contribution Classification

   By Guest Powers, August 17, 2012
   • 0 replies
   • 788 views
   • 
   • Guest
   • August 17, 2012

10. multiple entities/ownership - Single or Multiple ER Plan?

    By TPApril, October 5, 2021
    • 4 replies
    • 788 views
    • 
    • Mike Preston
    • October 19, 2021

11. Forfeiture Allocation (very tiny amount)

    By BLM, October 18, 2017
    • 3 replies
    • 787 views
    • 
    • Bird
    • October 18, 2017

12. 401(k) Contributions made with Stock (Not Employer's)

    By Guest Jim_Mauro9, April 7, 2010
    • 0 replies
    • 787 views
    • 
    • Guest
    • April 7, 2010

13. Compensation Definition

    By Stash026, March 11, 2021
    • 3 replies
    • 787 views
    • 
    • justanotheradmin
    • March 11, 2021

14. Safe Harbor Contribution for Owner in Controlled Group

    By MindyFPG, February 16, 2016
    • 1 reply
    • 787 views
    • 
    • bito'money
    • February 17, 2016

15. Record Keeper Change FROM TIAA

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

16. coverge questions when controlled group includes Canadian Company

    By jkharvey, March 1, 2016
    • 1 reply
    • 786 views
    • 
    • ETA Consulting LLC
    • March 2, 2016

17. Calculating K-1 earnings for 401(k) plan purposes

    By kwalified, September 10, 2012
    • 0 replies
    • 786 views
    • 
    • kwalified
    • September 10, 2012

18. Hardship Withdrawal Request under final regs

    By Pammie57, December 1, 2020
    • 3 replies
    • 786 views
    • 
    • Gilmore
    • December 2, 2020

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

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

20. ADP failure refund for takeover plan

    By leighl, March 7, 2017
    • 5 replies
    • 786 views
    • 
    • ESOP Guy
    • March 7, 2017

21. Electronic Delivery of IRS Notices

    By LANDO, June 4, 2024   

    • electronic disclosures
    • 2 replies
    • 785 views
    • 
    • Paul I
    • July 31, 2024

22. 2023 RMD expectancy tables

    By FT Retire, February 1, 2023
    • 2 replies
    • 785 views
    • 
    • Jeff Hartmann
    • February 3, 2023

23. NHC employees given too much match

    By Pammie57, September 7, 2016
    • 2 replies
    • 785 views
    • 
    • My 2 cents
    • September 7, 2016

24. Paycheck Protection Program (2019 Contributions?)

    By Gilmore, April 24, 2020
    • 6 replies
    • 785 views
    • 
    • duckthing
    • April 28, 2020

25. correcting coverage failure

    By Pixie, May 28, 2024
    • 2 replies
    • 785 views
    • 
    • Bill Presson
    • May 29, 2024

26. Change Safe Harbor Formula Mid-Year

    By Jennifer D., April 6, 2021   

    • secure
    • safe harbor
    • (and 1 more)

      Tagged with:

      • secure
      • safe harbor
      • nonelective
    • 2 replies
    • 785 views
    • 
    • QP_Guy
    • April 7, 2021

27. QNEC

    By bzorc, July 9, 2020
    • 2 replies
    • 784 views
    • 
    • austin3515
    • July 10, 2020

28. New plan, former HCE now under 500 hours, is he in?

    By JWRB, July 22, 2015
    • 1 reply
    • 784 views
    • 
    • Tom Poje
    • July 22, 2015

29. Life expectancy

    By GMK, February 4, 2015
    • 0 replies
    • 784 views
    • 
    • GMK
    • February 4, 2015

30. 318 family attribution from parent to three children

    By Lawrence, September 18, 2018   

    • 318
    • stock attribution
    • (and 2 more)

      Tagged with:

      • 318
      • stock attribution
      • attribution to multiple children
      • parent-child attribution
    • 5 replies
    • 784 views
    • 
    • Dave Baker
    • September 21, 2018

31. Automatic Stay and 'Home Bill" Loans

    By in-house ERISA, May 17, 2019
    • 5 replies
    • 784 views
    • 
    • Luke Bailey
    • May 21, 2019

32. Two Entities - same Key Employee for TH Test?

    By Guest YvetteW, September 26, 2013
    • 0 replies
    • 783 views
    • 
    • Guest
    • September 26, 2013

33. IRS Article on What Went Wrong With Retirement Plans

    By austin3515, January 28, 2016
    • 2 replies
    • 783 views
    • 
    • austin3515
    • January 29, 2016

34. Missed Deferral Opportunity

    By FishOn, September 12, 2023
    • 2 replies
    • 783 views
    • 
    • FishOn
    • September 12, 2023

35. Basic QJSA Info

    By Guest Dee401kLady, June 23, 2014
    • 0 replies
    • 783 views
    • 
    • Guest
    • June 23, 2014

36. safe harbor plan mid year acquisition

    By R. Butler, August 17, 2018
    • 2 replies
    • 783 views
    • 
    • Kevin C
    • August 21, 2018

37. credit service after termination? (strange question)

    By WCC, June 24, 2016
    • 3 replies
    • 782 views
    • 
    • Kevin C
    • June 24, 2016

38. New Partner Eligibility to 401(k)

    By michael519, September 15, 2017
    • 3 replies
    • 782 views
    • 
    • michael519
    • November 20, 2017

39. allocation of deductions in partnership (LLC)

    By Guest nancy814, April 1, 2010
    • 0 replies
    • 782 views
    • 
    • Guest
    • April 1, 2010

40. Life Insurance Questions

    By Ron401k, June 15, 2017
    • 5 replies
    • 782 views
    • 
    • Bill Presson
    • June 16, 2017

41. Compensation as a Participant

    By Pension45, February 8, 2019
    • 9 replies
    • 781 views
    • 
    • Bird
    • February 12, 2019

42. QDIA notice

    By gregburst, December 1, 2011
    • 0 replies
    • 781 views
    • 
    • gregburst
    • December 1, 2011

43. Publisher - Graphic Designer... Control Group?

    By K-t-F, October 31, 2017   

    • control group
    • 8 replies
    • 781 views
    • 
    • Mike Preston
    • November 16, 2017

44. Hardship Distributions / Elective Deferral Prohibition

    By hch4cpa, May 7, 2019
    • 3 replies
    • 781 views
    • 
    • Luke Bailey
    • May 9, 2019

45. Prevailing Wage in ADP Test

    By Catch22PGM, January 31, 2024
    • 1 reply
    • 781 views
    • 
    • Bri
    • February 1, 2024

46. SEP/IRA

    By Nassau, April 21, 2011
    • 0 replies
    • 781 views
    • 
    • Nassau
    • April 21, 2011

47. Uni K for SCorp

    By Pammie57, October 28, 2020
    • 4 replies
    • 781 views
    • 
    • imchipbrown
    • October 29, 2020

48. CG Employer never adopted the plan, but participated

    By BG5150, December 28, 2020
    • 2 replies
    • 781 views
    • 
    • MWeddell
    • December 28, 2020

49. Definition Compensation for HCE

    By justatester, February 22, 2016
    • 5 replies
    • 780 views
    • 
    • justatester
    • February 23, 2016

50. Another Ineligible 401(k) Contribution Question

    By 401kAllTheWay, September 8, 2023   

    • correction method
    • 8 replies
    • 780 views
    • 
    • 401kAllTheWay
    • September 8, 2023