401(k) Plans

19,319 topics in this forum

1. Takeover Plan

   By 415 Limit, May 17, 2011
   • 1 reply
   • 1.1k views
   • 
   • Jim Chad
   • May 18, 2011

2. Takeover Plan Issue

   By chris, November 19, 2008
   • 3 replies
   • 1.1k views
   • 
   • chris
   • November 19, 2008

3. Takeover plan was not tested last year

   By ilovetotest, August 16, 2023
   • 1 reply
   • 340 views
   • 
   • Belgarath
   • August 16, 2023

4. Takeover Plan with a problem...

   By austin3515, August 22, 2016
   • 1 reply
   • 735 views
   • 
   • ETA Consulting LLC
   • August 22, 2016

5. Takeover vs Termination

   By Guest KRS401k, February 4, 2011
   • 1 reply
   • 886 views
   • 
   • david rigby
   • February 4, 2011

6. takeovers and 401K

   By Guest Amy Hall, April 6, 2002
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • April 8, 2002

7. Taking 401(k) distribution for home purchase

   By Guest rpetrk, April 19, 2005
   • 7 replies
   • 1.6k views
   • 
   • R. Butler
   • April 25, 2005

8. Taking a loan before a hardship pre-2019 rules

   By 30Rock, October 17, 2018
   • 2 replies
   • 598 views
   • 
   • 30Rock
   • October 18, 2018

9. Taking A Loan While On Leave of Absence

   By metsfan026, June 8, 2023
   • 5 replies
   • 12.3k views
   • 
   • Paul I
   • June 9, 2023

10. Taking a poll

    By Belgarath, March 12, 2015
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2015

11. Taking ASPA C-2(DC), need help....

    By stevena, June 16, 2003
    • 45 replies
    • 6k views
    • 
    • GBurns
    • June 27, 2003

12. Taking away 1000 hour and last year rule

    By cpc0506, September 5, 2013
    • 4 replies
    • 1.4k views
    • 
    • cpc0506
    • September 5, 2013

13. Taking Back Matching Contribution?

    By Vlad401k, March 1, 2018
    • 9 replies
    • 2k views
    • 
    • Patricia Neal Jensen
    • March 5, 2018

14. Taking over a Plan with excess contributions

    By Guest tbt, September 17, 2001
    • 8 replies
    • 2k views
    • 
    • Guest
    • September 20, 2001

15. Target Benefit Merger

    By Guest Ashley, October 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • October 13, 2003

16. Target Date Fund Disclosures for 404a5

    By austin3515, August 20, 2012
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 23, 2012

17. Target Date Funds - Discrimination Rules

    By Guest Tom:, November 15, 2011
    • 2 replies
    • 899 views
    • 
    • Lou S.
    • November 15, 2011

18. Target Date Funds -- DOL Guidance

    By Guest Ms. Kate, May 13, 2010
    • 0 replies
    • 948 views
    • 
    • Guest
    • May 13, 2010

19. Target Date Funds as QDIA

    By SFSD, March 6, 2014
    • 3 replies
    • 892 views
    • 
    • SFSD
    • March 6, 2014

20. Targeted QNEC

    By ombskid, April 9, 2010
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • April 9, 2010

21. Targeted QNEC

    By Gilmore, February 10, 2021
    • 2 replies
    • 998 views
    • 
    • Gilmore
    • February 12, 2021

22. Targeted QNEC question

    By BG5150, January 19, 2010
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 19, 2010

23. Targeted QNEC's

    By Guest blaum8, February 10, 2003
    • 8 replies
    • 3.7k views
    • 
    • Mike Preston
    • February 11, 2003

24. Targeted QNEC's for 2008 Failed ADP Test

    By msmith, January 30, 2009
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • February 2, 2009

25. Targeted QNECs

    By Guest philc, June 15, 2005
    • 6 replies
    • 2.7k views
    • 
    • E as in ERISA
    • June 16, 2005

26. targeted vesting

    By Guest moltengater, April 26, 2005
    • 4 replies
    • 1.2k views
    • 
    • MWeddell
    • April 27, 2005

27. tax consequences of earnout paid to qualified plan

    By EGB, June 11, 2003
    • 0 replies
    • 1.1k views
    • 
    • EGB
    • June 11, 2003

28. tax consequences of failed ADP and ACP

    By cpc0506, January 7, 2011
    • 2 replies
    • 2.4k views
    • 
    • cpc0506
    • January 7, 2011

29. tax credit

    By FJR, December 6, 2002
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 4, 2003

30. Tax Credit & EACA

    By susieQ, February 3, 2021
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • February 5, 2021

31. Tax Credit for Acquired Plans

    By Zoey, February 4, 2024
    • 6 replies
    • 1.5k views
    • 
    • Zoey
    • February 5, 2024

32. Tax Credit for expenses

    By FJR, January 22, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • January 22, 2004

33. Tax Credit for new plan for SECURE Act

    By mjf06241972, January 8, 2020
    • 2 replies
    • 609 views
    • 
    • mjf06241972
    • January 13, 2020

34. Tax Credit, New Plan

    By Guest m.n.ouellette, March 28, 2007
    • 2 replies
    • 1.5k views
    • 
    • Jim Chad
    • March 28, 2007

35. Tax Credits Available under SECURE 2.0

    By FishOn, July 28, 2023
    • 1 reply
    • 415 views
    • 
    • Tom Veal
    • August 1, 2023

36. Tax credits for a new plan even though we have an existing plan

    By Mikerbpm, January 10, 2023
    • 1 reply
    • 370 views
    • 
    • C. B. Zeller
    • January 10, 2023

37. Tax Credits for Start Up Plans

    By ERISAGal, January 9, 2025
    • 2 replies
    • 765 views
    • 
    • ERISAGal
    • January 13, 2025

38. Tax Cut and Jobs Act - Hardship / Casualty Loss Impact

    By Gruegen, January 4, 2018
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • January 9, 2018

39. Tax Cut Jobs Act / Hardship

    By austin3515, December 27, 2017
    • 4 replies
    • 1k views
    • 
    • austin3515
    • February 10, 2018

40. Tax deductible and plan termination with no eligible compensation

    By tghooper, November 15, 2019
    • 3 replies
    • 669 views
    • 
    • tghooper
    • November 15, 2019

41. tax deduction on annual safe harbor match?

    By Lori H, March 25, 2008
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 25, 2008

42. tax implication of selling a non (or under performing) stock or fund

    By Guest richreeve, July 15, 2008
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • July 15, 2008

43. Tax Issues for Return of Excess Deferrals

    By Guest Dan Simonds, August 15, 2001
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2001

44. Tax Liability of an Outstanding Loan that is Offset when Participant D

    By Guest andmik, January 26, 2001
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • January 26, 2001

45. Tax liability on Deceased unpaid loan

    By Guest Josh Hahn, June 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Medusa
    • June 6, 2001

46. Tax Reporting - Hardship

    By wmyer, March 29, 2005
    • 0 replies
    • 1.1k views
    • 
    • wmyer
    • March 29, 2005

47. Tax Reporting a Rollover

    By KTB, June 21, 2010
    • 2 replies
    • 947 views
    • 
    • KTB
    • June 22, 2010

48. Tax reporting of excess contributions

    By Guest susa, March 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 19, 2003

49. Tax reporting of refunded contributions

    By GBurns, May 23, 2002
    • 10 replies
    • 2.7k views
    • 
    • pjkoehler
    • May 31, 2002

50. Tax reporting of return of excess deferrals for non calendar plan year

    By dmb, August 30, 2002
    • 4 replies
    • 2k views
    • 
    • jaemmons
    • August 30, 2002