401(k) Plans

19,321 topics in this forum

1. Plan merger and last day rule

   By 30Rock, October 9, 2012
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   • 1k views
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   • 30Rock
   • October 9, 2012

2. Effect of contributions to a SIMPLE and a 401(k).

   By Guest, March 21, 2000
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   • 1.3k views
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   • Guest
   • March 21, 2000

3. Clawbacks and 401(k) Plans

   By 401kology, March 16, 2023   

   • clawback
   • 401k
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   • 614 views
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   • 401kology
   • March 16, 2023

4. Revised ADP test over-refunded

   By Tom, October 10, 2024
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   • 369 views
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   • Tom
   • October 10, 2024

5. End of hardship suspension period

   By Guest Achilles, January 11, 2005
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   • Guest
   • January 11, 2005

6. Davis Bacon - disproportionate contributions

   By AKconsult, January 4, 2010
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   • 976 views
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   • AKconsult
   • January 4, 2010

7. Overfunding at EOY

   By blue, April 26, 2010
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   • 1.2k views
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   • blue
   • April 26, 2010

8. Plan Year end change

   By Guest Brenda Schachle, February 7, 2012
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   • 996 views
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   • Guest
   • February 7, 2012

9. plan took 401k contribution on Bonus

   By JKW, January 7, 2016
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   • 697 views
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   • JKW
   • January 7, 2016

10. Safe harbor plan and cessation of some participating employers

    By 30Rock, February 14, 2024
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    • 490 views
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    • 30Rock
    • February 14, 2024

11. avoiding and correcting liability for prohibited transactions

    By Guest dsamuels, May 29, 2001
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    • 1.5k views
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    • Guest
    • May 29, 2001

12. Top Heavy Plan

    By Guest CAP, August 23, 2001
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    • 1.2k views
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    • Guest
    • August 23, 2001

13. Plan Fees - TPA Acting as Transfer Agent only

    By BeanCounterBlues, November 4, 2010
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    • 1.4k views
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    • BeanCounterBlues
    • November 4, 2010

14. Life expectancy

    By GMK, February 4, 2015
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    • 800 views
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    • GMK
    • February 4, 2015

15. UBTI in a 401k plan

    By alcat649, November 6, 2015   

    • UBTI 401k 990-T
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    • 1.3k views
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    • alcat649
    • November 6, 2015

16. ADP/ACP Not Corrected within 12 months

    By justatester, February 25, 2016
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    • 604 views
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    • justatester
    • February 25, 2016

17. Use top-hat NQDCP elective deferrals in 401(k) plan definition of comp

    By card, December 8, 2000
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    • 1.8k views
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    • card
    • December 8, 2000

18. 401k enrollment election forms

    By Guest dyoung, July 19, 2005
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    • Guest
    • July 19, 2005

19. Failed ADP - Recharacterization

    By Guest Ted Kowalchuk, CFP, CFS,, March 14, 2006
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    • Guest
    • March 14, 2006

20. Safe Harbor 415 Comp - Sub S Insurance

    By Guest DB&T, January 29, 2007
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    • 885 views
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    • Guest
    • January 29, 2007

21. beneficiary designation form

    By ERISA25, May 24, 2010
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    • 1.2k views
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    • ERISA25
    • May 24, 2010

22. Limitation Year different than Plan Year

    By Guest Golden401k, April 1, 2011
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    • 2.7k views
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    • Guest
    • April 1, 2011

23. Participant Fee Disclosure on Conversions

    By LMOC, May 28, 2015
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    • 954 views
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    • LMOC
    • May 28, 2015

24. Plan Effective date for newly unrelated entities

    By JustMe, November 9, 2020
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    • 386 views
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    • JustMe
    • November 9, 2020

25. Recharacterization of Excess Contributions as missed matching contribu

    By Guest RMM, March 21, 2000
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    • 1.7k views
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    • Guest
    • March 21, 2000

26. K-1 Elig Plan Comp Calc for Limited Partner (LP)

    By B_17, August 13, 2024
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    • 389 views
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    • B_17
    • August 13, 2024

27. Employer Contributions

    By Guest genfre, August 1, 2001
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    • 1.4k views
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    • Guest
    • August 1, 2001

28. Could a worker do SEPP under IRC 72(t) on a prior employer's 401(k) while continuing to keep his current 401(k) and 403(b)?

    By Guest JurisPrude, February 17, 2005
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    • 1k views
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    • Guest
    • February 17, 2005

29. 401k contribution-pro rata required if start program at end of year?

    By Guest donmartin, July 19, 2005
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    • 1.1k views
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    • Guest
    • July 19, 2005

30. after-tax contributions

    By Santo Gold, September 15, 2006
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    • 1.2k views
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    • Santo Gold
    • September 15, 2006

31. IRS Audit: Agreement to Transfer 401k to 457(b)

    By Guest JRawls, October 10, 2006
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    • 1.2k views
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    • Guest
    • October 10, 2006

32. Timing of Plan Amendments

    By austin3515, March 26, 2010
    • 0 replies
    • 941 views
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    • austin3515
    • March 26, 2010

33. Excess Life Insurance and 3401(a) Wages

    By Susan S., March 8, 2011
    • 0 replies
    • 1.3k views
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    • Susan S.
    • March 8, 2011

34. Multiple Employer to Single Employer SH

    By Benefits to all, March 22, 2013
    • 0 replies
    • 927 views
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    • Benefits to all
    • March 22, 2013

35. Involuntary transfers between 2 employer plans?

    By AndrewZ, November 6, 2015
    • 0 replies
    • 888 views
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    • AndrewZ
    • November 6, 2015

36. Deceased participants benefit was rolled over to an IRA in a QTIP Trust for Spouse

    By DDB BN, March 16, 2023
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    • 273 views
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    • DDB BN
    • March 16, 2023

37. Safe Harbor for Short Year Plans

    By Guest bobbysmith, September 22, 2000
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    • 1.7k views
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    • Guest
    • September 22, 2000

38. 415(c)(3)(C) Disability Contributions

    By billfgrady, July 17, 2002
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    • 1.6k views
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    • billfgrady
    • July 17, 2002

39. Sell of Division

    By Guest TAR, August 22, 2003
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    • 934 views
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    • Guest
    • August 22, 2003

40. Cash Awards

    By DTH, December 20, 2005
    • 0 replies
    • 1.6k views
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    • DTH
    • December 20, 2005

41. STN & Matrix trust companies

    By Stevo-PDX, November 3, 2006
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    • 1.8k views
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    • Stevo-PDX
    • November 3, 2006

42. 401(k) to 403(b)

    By R. Butler, May 24, 2010
    • 0 replies
    • 847 views
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    • R. Butler
    • May 24, 2010

43. Exclusive Benefit Rule

    By Nassau, October 10, 2011
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    • 964 views
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    • Nassau
    • October 10, 2011

44. Limits on a 501(c)(14) corp

    By Guest Booker, March 23, 1999
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    • 1.4k views
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    • Guest
    • March 23, 1999

45. QNECS under a Davis Bacon Prevailing Wage Plan

    By Guest PLHart, December 17, 1999
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    • Guest
    • December 17, 1999

46. Form 5500 Schedule I Question (Late Contributions)

    By metsfan026, October 13, 2024
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    • 329 views
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    • metsfan026
    • October 13, 2024

47. Cafeteria Plans and Co-Sponsorship Policies

    By Guest dhodges, January 16, 2002
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    • Guest
    • January 16, 2002

48. Puerto Rico QDRO?

    By Guest ScarletKnight, September 21, 2004
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    • Guest
    • September 21, 2004

49. prohibited transactions- avoiding liabiiity

    By Guest dsamuels, May 29, 2001
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    • 1.2k views
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    • Guest
    • May 29, 2001

50. Conduit IRA into 401(k)

    By Guest notnimbaab, August 22, 2003
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    • 1.1k views
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    • Guest
    • August 22, 2003