401(k) Plans

19,319 topics in this forum

1. 60 Day Rollover

   By austin3515, December 6, 2017
   • 2 replies
   • 709 views
   • 
   • Belgarath
   • December 6, 2017

2. 60 YEAR OLD MAN, FORCIBLY RETIRED ON MEDICAL GROUNDS 1955, NOW IS TOLD

   By Guest France, April 21, 2001
   • 4 replies
   • 1.7k views
   • 
   • rcline46
   • April 24, 2001

3. 60-63 Catch-ups Automatically Incorporated Relius Documents

   By austin3515, September 8, 2024
   • 22 replies
   • 1.9k views
   • 
   • austin3515
   • September 18, 2024

4. 60-Day Rollover Rule Question

   By Gadgetfreak, March 14, 2012
   • 13 replies
   • 4.5k views
   • 
   • MoJo
   • June 5, 2012

5. 6057(e)

   By Guest moltengater, August 25, 2005
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • August 26, 2005

6. 6406 - Notice to Interested Parties

   By Guest robinmingle, January 24, 2002
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • January 28, 2002

7. 6621(A) Underpayment

   By austin3515, December 4, 2002
   • 1 reply
   • 1.3k views
   • 
   • BFree
   • December 4, 2002

8. 7 day safe harbor rule for deposits

   By WCC, November 30, 2016
   • 2 replies
   • 1.3k views
   • 
   • Kevin C
   • December 1, 2016

9. 7 Year Graded Vesting

   By Alex Daisy, July 1, 2009
   • 6 replies
   • 5.6k views
   • 
   • Kevin C
   • July 2, 2009

10. 70 1/2 Min. Distribution - Based on accrual contribution

    By Guest UKH, September 18, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 18, 2000

11. 70 1/2 Minimum Distributions For Active Participants

    By blue, February 16, 2007
    • 1 reply
    • 935 views
    • 
    • david rigby
    • February 16, 2007

12. 70 1/2 Minimum Required Distribution

    By Guest dmband1, November 9, 2001
    • 12 replies
    • 3.3k views
    • 
    • Guest
    • March 5, 2002

13. 70 1/2 Participant

    By Jilliandiz, November 14, 2007
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • November 14, 2007

14. 70 1/2 Participant Follow Up Question

    By Jilliandiz, November 15, 2007
    • 1 reply
    • 988 views
    • 
    • jevd
    • November 15, 2007

15. 70 1/2 required distributions--changing mind after making initial elec

    By Guest Diane DuFresne, November 30, 2000
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • November 30, 2000

16. 70 1/2 RMD from 401(k) and IRA

    By doombuggy, October 7, 2002
    • 9 replies
    • 2.4k views
    • 
    • Mary Kay Foss
    • November 20, 2002

17. 72(p) Cure Period After Leave of Absence

    By Guest dms9999, March 26, 2009
    • 0 replies
    • 906 views
    • 
    • Guest
    • March 26, 2009

18. 72(p) Question

    By Guest meeh3704, June 18, 2008
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • June 23, 2008

19. 8% Company Match- HCE Question

    By Guest ghenson08, December 12, 2013
    • 8 replies
    • 1.6k views
    • 
    • rcline46
    • December 12, 2013

20. 80/120 Rule

    By BPG916, January 14
    • 4 replies
    • 318 views
    • 
    • david rigby
    • January 15

21. 81-100 collective funds

    By fidu, August 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • fidu
    • August 8, 2002

22. 8717

    By Guest Wolves1962, November 14, 2005
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 14, 2005

23. 8717 - User Fee

    By Guest DTrom, January 15, 2005
    • 4 replies
    • 1.3k views
    • 
    • GBurns
    • January 16, 2005

24. 872-H

    By austin3515, March 27, 2014
    • 3 replies
    • 2.7k views
    • 
    • austin3515
    • March 27, 2014

25. 8955 filing date

    By Tom, October 6, 2025
    • 1 reply
    • 262 views
    • 
    • Lou S.
    • October 6, 2025

26. 8955 SSA may be entitled to a benefit

    By WCC, May 16, 2013   

    • who has to prove it?
    • 5 replies
    • 1.3k views
    • 
    • WCC
    • May 16, 2013

27. 8955 SSA What is column for check box after last name?

    By Jim Chad, September 30, 2011
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • October 1, 2011

28. 8955-SSA

    By austin3515, April 10, 2012
    • 13 replies
    • 3.3k views
    • 
    • Tom Poje
    • October 9, 2012

29. 8955-SSA - QNEC deposited years after Termination

    By A.C., October 10, 2025
    • 1 reply
    • 459 views
    • 
    • Bri
    • October 10, 2025

30. 8955-SSA and 'gap year' for RMD

    By AlbanyConsultant, April 9, 2021
    • 5 replies
    • 771 views
    • 
    • AlbanyConsultant
    • April 9, 2021

31. 8955-SSA email saying bad filing

    By Jim Chad, June 3, 2016
    • 5 replies
    • 1.3k views
    • 
    • CindyC
    • June 3, 2016

32. 8a of the 5300

    By fiona1, January 26, 2010
    • 2 replies
    • 898 views
    • 
    • Guest
    • January 27, 2010

33. 9/30 deadline for safe harbor 401(k)

    By thepensionmaven, September 20, 2023
    • 10 replies
    • 1.9k views
    • 
    • Lou S.
    • September 29, 2023

34. 9/30 Plan Year End and Catch Up

    By Mr Bagwell, December 4, 2017   

    • catch up
    • off calendar year
    • 7 replies
    • 2.7k views
    • 
    • Mr Bagwell
    • December 8, 2017

35. 9/30/2014 PYE and catch up

    By Chippy, October 31, 2014
    • 3 replies
    • 931 views
    • 
    • Lou S.
    • October 31, 2014

36. 90 day return of deferrals allowed in QACA?

    By BG5150, October 15, 2019
    • 5 replies
    • 1.5k views
    • 
    • Doc Ument
    • October 17, 2019

37. 945

    By Guest lindamichals, January 10, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 10, 2003

38. 945 withholding for 2021

    By thepensionmaven, December 29, 2022
    • 1 reply
    • 463 views
    • 
    • Tom
    • December 29, 2022

39. 945's & 1096's

    By austin3515, May 4, 2005
    • 6 replies
    • 2k views
    • 
    • austin3515
    • May 4, 2005

40. A 401(k) Plan covers only the employees of a subsidiary. The corporat

    By John A, March 19, 2001
    • 8 replies
    • 1.7k views
    • 
    • RCK
    • March 21, 2001

41. A 401k vs Roth IRA scenario?

    By Guest smsnead1, November 24, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 24, 2002

42. A client of ours is starting their own "labor Pool". A way

    By Guest Chris Watt, February 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 13, 2001

43. A company is being sold and the new company is going to sponsor the exisiting plan. The plan is eligibility provision will be amened to exclude a division.

    By Guest mmc, April 19, 2005
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • April 20, 2005

44. A company with roth conversion of PRE tax contributions inside of its 401k ?

    By JamesS, July 4, 2022
    • 3 replies
    • 712 views
    • 
    • JOH
    • July 6, 2022

45. A Control Group and the 5500

    By Guest jetfaninmn, June 20, 2005
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • June 21, 2005

46. A Fees paid in by the plan ?

    By ESOP Guy, January 27, 2011
    • 3 replies
    • 1k views
    • 
    • DMcGovern
    • January 27, 2011

47. A Fiduciary Breach?

    By joel, October 4, 2017
    • 3 replies
    • 539 views
    • 
    • CuseFan
    • October 4, 2017

48. A higher-paid employee’s catch-up must be Roth deferrals—how to implement?

    By Peter Gulia, July 21, 2025
    • 14 replies
    • 1.8k views
    • 
    • Peter Gulia
    • July 23, 2025

49. A little problem

    By Guest furiousfurrball, April 30, 2008
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • May 1, 2008

50. A Low Normal Retirement Age

    By Guest Fuzzy, March 19, 2003
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 19, 2003