401(k) Plans

19,275 topics in this forum

1. solo 401k

   By Raj, February 15, 2018
   • 2 replies
   • 747 views
   • 
   • imchipbrown
   • February 15, 2018

2. stock sale and transitional relief

   By AlbanyConsultant, January 20, 2021
   • 5 replies
   • 747 views
   • 
   • EBECatty
   • January 21, 2021

3. Compensation after termination

   By Lou81, September 22
   • 1 reply
   • 747 views
   • 
   • ratherbereading
   • September 22

4. SoloK plan and Participating Employers

   By cpc0506, March 13, 2022
   • 3 replies
   • 747 views
   • 
   • Nate S
   • March 22, 2022

5. death benefits

   By mehmgo, August 18, 2016
   • 4 replies
   • 746 views
   • 
   • GMK
   • August 18, 2016

6. missed deferral opportunity

   By Pixie, April 10, 2024
   • 1 reply
   • 746 views
   • 
   • WCC
   • April 11, 2024

7. Coverage Testing - No wages paid during plan year.

   By 52626, March 15, 2022
   • 3 replies
   • 746 views
   • 
   • Nate S
   • March 16, 2022

8. LTPT employees

   By Belgarath, March 14, 2024
   • 2 replies
   • 746 views
   • 
   • 401king
   • March 15, 2024

9. controlled group?

   By gregburst, October 21, 2014
   • 0 replies
   • 745 views
   • 
   • gregburst
   • October 21, 2014

10. Plan adopted, no action - still effective?

    By TPApril, July 27, 2022
    • 4 replies
    • 745 views
    • 
    • TPApril
    • July 28, 2022

11. LTPT

    By Belgarath, June 29, 2023
    • 6 replies
    • 745 views
    • 
    • Paul I
    • June 29, 2023

12. 10% Excise Tax on Return of Excess in Puerto Rico Only Plan

    By RRB, May 24, 2016
    • 0 replies
    • 745 views
    • 
    • RRB
    • May 24, 2016

13. Lifetime Income Illustrations

    By Belgarath, September 27, 2023
    • 3 replies
    • 745 views
    • 
    • Peter Gulia
    • September 27, 2023

14. Notification of Stable Value Rate Change

    By khn, January 6, 2016
    • 0 replies
    • 744 views
    • 
    • khn
    • January 6, 2016

15. Does a QNEC trigger exemption from TH for SH plan?

    By jkharvey, September 17, 2015
    • 0 replies
    • 744 views
    • 
    • jkharvey
    • September 17, 2015

16. Trust

    By Nassau, April 15, 2011
    • 0 replies
    • 744 views
    • 
    • Nassau
    • April 15, 2011

17. Safe Harbor Mid-Year Change

    By khn, May 7, 2020
    • 1 reply
    • 744 views
    • 
    • Mike Preston
    • May 7, 2020

18. RMD

    By mehmgo, December 21, 2015
    • 1 reply
    • 744 views
    • 
    • WCC
    • December 21, 2015

19. 401k pays out last participant - still a plan?

    By AlbanyConsultant, April 12, 2016
    • 6 replies
    • 744 views
    • 
    • BG5150
    • April 14, 2016

20. Hurricane IRMA - 404 DC contributions

    By Scuba 401, September 14, 2017
    • 4 replies
    • 743 views
    • 
    • Lois Baker
    • September 15, 2017

21. Excluded NHCE Owners

    By HJ100, August 28, 2024
    • 3 replies
    • 743 views
    • 
    • austin3515
    • August 29, 2024

22. Past SAR's to Lost Participant now found

    By Loves401(k), February 19, 2018
    • 2 replies
    • 743 views
    • 
    • ERISAAPPLE
    • February 19, 2018

23. Missed Deferral Opportunity for Auto Enrollments

    By CelloFan, May 17, 2022
    • 1 reply
    • 743 views
    • 
    • C. B. Zeller
    • May 17, 2022

24. 2023 retroactivity due to improper company match

    By Kikka, June 6
    • 3 replies
    • 743 views
    • 
    • Lou S.
    • June 11

25. Mid-Year Safe Harbor Change to Eligibility

    By AmyETPA, August 10, 2022
    • 2 replies
    • 743 views
    • 
    • AmyETPA
    • August 10, 2022

26. Handling of Illiquid Investments When Profit Sharing Plan is Amended to Self-Directed 401(k)

    By Connor, August 8, 2024
    • 3 replies
    • 742 views
    • 
    • Connor
    • August 8, 2024

27. CARES Act Distributions/Top Heavy

    By pholosofizer, April 3, 2020
    • 1 reply
    • 742 views
    • 
    • C. B. Zeller
    • April 3, 2020

28. Control Group question

    By mkaufman, September 6, 2021   

    • control group
    • solo 401k
    • 2 replies
    • 742 views
    • 
    • mkaufman
    • September 18, 2021

29. "Late Safe harbor Notice" consequences?

    By BG5150, December 13, 2022
    • 4 replies
    • 742 views
    • 
    • RatherBeGolfing
    • December 15, 2022

30. Software for DC Plans

    By Bruce1, September 16, 2024
    • 5 replies
    • 742 views
    • 
    • doombuggy
    • September 20, 2024

31. Discretionary Matching Contribution Question

    By metsfan026, March 29
    • 4 replies
    • 742 views
    • 
    • metsfan026
    • April 1

32. Deferrals on Bonuses

    By Pammie57, October 10, 2017
    • 1 reply
    • 742 views
    • 
    • ETA Consulting LLC
    • October 10, 2017

33. 1.410(b)-5 Code ABT Question

    By The 402"(G)", February 5, 2018   

    • abt
    • average benefits test
    • (and 1 more)

      Tagged with:

      • abt
      • average benefits test
      • benefit percentages
    • 2 replies
    • 741 views
    • 
    • The 402"(G)"
    • February 6, 2018

34. beneficiary and participant

    By cpc0506, September 9, 2017
    • 3 replies
    • 741 views
    • 
    • QDROphile
    • September 9, 2017

35. Removing Roth Option

    By RestAssured, February 24, 2022
    • 7 replies
    • 741 views
    • 
    • #toomanyrules
    • March 18, 2022

36. 401(k) with both participant directed accounts and a trustee directed brokerage account

    By lradimer, April 6, 2017   

    • participant directed
    • trustee directed
    • (and 3 more)

      Tagged with:

      • participant directed
      • trustee directed
      • 401k
      • brf
      • benefits rights and features
    • 1 reply
    • 741 views
    • 
    • K2
    • April 7, 2017

37. CARES Act & Safe Harbor

    By Stash026, October 19, 2020
    • 1 reply
    • 741 views
    • 
    • Lou S.
    • October 19, 2020

38. SE with SH Match and Discretionary PS

    By Susan S., August 17, 2018
    • 3 replies
    • 741 views
    • 
    • RatherBeGolfing
    • August 20, 2018

39. ADP Testing and correction of other errors

    By Janice F, November 12, 2015   

    • ADP ACP
    • 0 replies
    • 740 views
    • 
    • Janice F
    • November 12, 2015

40. Matching Contribution

    By Guest TPA Guy, February 3, 2012
    • 0 replies
    • 740 views
    • 
    • Guest
    • February 3, 2012

41. ACA Notice

    By Safeharbor29, June 1, 2015
    • 1 reply
    • 739 views
    • 
    • Flyboyjohn
    • June 1, 2015

42. 5-Year Rule on Roth, Beneficiary distributions

    By 401king, December 7, 2022
    • 2 replies
    • 739 views
    • 
    • Luke Bailey
    • December 20, 2022

43. RMD

    By 401Karina, November 2, 2023
    • 6 replies
    • 739 views
    • 
    • Lou S.
    • November 2, 2023

44. Fund Change Error

    By khn, July 17, 2015
    • 0 replies
    • 739 views
    • 
    • khn
    • July 17, 2015

45. Are SEP contributions included in 401(a)(4) testing?

    By MrsMacias, December 2, 2021
    • 2 replies
    • 739 views
    • 
    • John Feldt ERPA CPC QPA
    • December 6, 2021

46. 5500 EZ One-participant retirement plan

    By Roz Nard, July 14, 2018
    • 3 replies
    • 738 views
    • 
    • ETA Consulting LLC
    • July 15, 2018

47. Roth Conversion Timing

    By Dougsbpc, March 22, 2016
    • 1 reply
    • 738 views
    • 
    • Belgarath
    • March 22, 2016

48. Another reason to hate SIMPLE 401k

    By Flyboyjohn, October 16, 2015
    • 1 reply
    • 738 views
    • 
    • Tom Poje
    • October 19, 2015

49. Auto-Enrollment

    By jpod, July 1, 2019
    • 6 replies
    • 738 views
    • 
    • RatherBeGolfing
    • July 2, 2019

50. QNECS on a Corbel prototype style VS

    By Jim Chad, January 27, 2012
    • 1 reply
    • 738 views
    • 
    • Guest
    • January 28, 2012