401(k) Plans

19,317 topics in this forum

1. When Should salary deferrals start

   By Guest LHaskell, December 17, 2010
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   • Guest
   • December 17, 2010

2. Still time for loan payment suspensions?

   By Gilmore, December 1, 2020
   • 0 replies
   • 398 views
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   • Gilmore
   • December 1, 2020

3. Recovering Fees and Commissions For Your Participants

   By Guest Charles Friday, May 24, 1999
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   • Guest
   • May 24, 1999

4. K1 Processing

   By Guest JimJ, October 13, 2000
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   • Guest
   • October 13, 2000

5. Regulatory Reporting Fees

   By fidu, May 22, 2002
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   • 1.2k views
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   • fidu
   • May 22, 2002

6. IRA ROLLOVER

   By Guest Mike Schwing, June 9, 2003
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   • 960 views
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   • Guest
   • June 9, 2003

7. Partnership

   By rlb64, December 23, 2004
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   • 1.1k views
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   • rlb64
   • December 23, 2004

8. "earliest retirement date" in QDRO

   By Guest mmc, February 25, 2005
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   • 1.6k views
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   • Guest
   • February 25, 2005

9. Safe Harbor 401k plan - basic match & discretionary match - catchup only

   By Guest elirpa, November 3, 2005
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   • 3.8k views
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   • Guest
   • November 3, 2005

10. Top Heavy Aggregation

    By legort69, March 2, 2007
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    • 885 views
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    • legort69
    • March 2, 2007

11. Fiduciary Rating

    By Guest Guy Incognito, December 10, 2009
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    • Guest
    • December 10, 2009

12. BRF testing and vesting

    By 30Rock, May 5, 2010
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    • 915 views
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    • 30Rock
    • May 5, 2010

13. Qualified Reservist Distributions and HEART Withdrawals

    By Nassau, January 18, 2011
    • 0 replies
    • 967 views
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    • Nassau
    • January 18, 2011

14. End of year employer Contribution and reporting on following year's 5500

    By legort69, August 15, 2013   

    • employer contribution
    • deduction
    • (and 1 more)

      Tagged with:

      • employer contribution
      • deduction
      • timing
    • 0 replies
    • 1.4k views
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    • legort69
    • August 15, 2013

15. Post severance comp - taking a poll

    By Belgarath, September 8, 2016
    • 0 replies
    • 533 views
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    • Belgarath
    • September 8, 2016

16. Partners and after-tax

    By John Feldt ERPA CPC QPA, November 9, 2016   

    • after-tax
    • partner
    • (and 1 more)

      Tagged with:

      • after-tax
      • partner
      • timing of election
    • 0 replies
    • 655 views
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    • John Feldt ERPA CPC QPA
    • November 9, 2016

17. Mid-year Safe Harbor Amendment - Compensation

    By WesleyT, March 11, 2020
    • 0 replies
    • 427 views
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    • WesleyT
    • March 11, 2020

18. ROBS Company Issuing Preferred Stock

    By 401 Chaos, November 2, 2023
    • 0 replies
    • 528 views
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    • 401 Chaos
    • November 2, 2023

19. Futures and ERISA funds

    By fidu, May 3, 2002
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    • 1.5k views
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    • fidu
    • May 3, 2002

20. 2024 Form 5330 Filing / Payment Question

    By notapensiongeek, September 18, 2025
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    • 425 views
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    • notapensiongeek
    • September 18, 2025

21. Spinoff from MEP

    By 30Rock, July 27, 2010
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    • 1.7k views
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    • 30Rock
    • July 27, 2010

22. Hardship withdrawal for a Trade School

    By Guest Steve Nolan, May 26, 1999
    • 0 replies
    • 2.1k views
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    • Guest
    • May 26, 1999

23. safe harbor contributions/410(b) coverage testing

    By Guest M Lavelle, May 9, 2000
    • 0 replies
    • 2.3k views
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    • Guest
    • May 9, 2000

24. Removing 100% vesting at Early Retirement

    By Guest Kathy Bayes, March 11, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • March 11, 2002

25. Prevailing Wage Fringe into a SIMPLE IRA

    By Guest Green92, September 18, 2009
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    • 1.6k views
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    • Guest
    • September 18, 2009

26. Representative Matching Rate

    By austin3515, August 5, 2012
    • 0 replies
    • 964 views
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    • austin3515
    • August 5, 2012

27. 401k withholding on a 409A distribution

    By Guest ghal, September 13, 2012
    • 0 replies
    • 1.1k views
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    • Guest
    • September 13, 2012

28. comp net deferrals... for partners

    By AlbanyConsultant, April 14, 2014
    • 0 replies
    • 903 views
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    • AlbanyConsultant
    • April 14, 2014

29. Datair EGTRRA IRS approval letter

    By DDB BN, October 1, 2020
    • 0 replies
    • 506 views
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    • DDB BN
    • October 1, 2020

30. 401(k) Match with Private Company Stock - Valuation required?

    By Guest MarieLittle, May 27, 1999
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    • 2.5k views
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    • Guest
    • May 27, 1999

31. Form 8881 Credit for Small Employer Pension Plan Startup Costs, Auto-Enrollment, and Military Spouse Participation

    By Planit 401k, March 12, 2025
    • 0 replies
    • 984 views
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    • Planit 401k
    • March 12, 2025

32. Switch a profit sharing plan to a safe harbor 401(k)

    By thepensionmaven, January 30, 2001
    • 0 replies
    • 1.8k views
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    • thepensionmaven
    • January 30, 2001

33. US Company with Puerto Rican employee

    By Gilmore, July 12, 2021
    • 0 replies
    • 476 views
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    • Gilmore
    • July 12, 2021

34. IRS guidance for Catch-Up contributions and for Auto Enrollment scheduled to be published next week

    By Paul I, January 10, 2025
    • 0 replies
    • 490 views
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    • Paul I
    • January 10, 2025

35. "First year plan" rule for testing

    By pbarrett, June 9, 2004
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    • 1.1k views
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    • pbarrett
    • June 9, 2004

36. Safe Harbor Termination Mid-Year

    By austin3515, March 31, 2008
    • 0 replies
    • 1.4k views
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    • austin3515
    • March 31, 2008

37. Remedial amendment period/Rev. Proc. 2000-20

    By Scuba 401, January 31, 2000
    • 0 replies
    • 1.5k views
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    • Scuba 401
    • January 31, 2000

38. 1099-R coding of rechar.

    By Guest LTurner, January 30, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • January 30, 2001

39. Retroactive S Election by LLC - Owner Deferrals prior to Election

    By austin3515, March 1, 2004
    • 0 replies
    • 1.2k views
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    • austin3515
    • March 1, 2004

40. Withholding on Roth distrib under $200

    By dcoderre, August 26, 2007
    • 0 replies
    • 1.6k views
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    • dcoderre
    • August 26, 2007

41. Compensation paid after termination

    By jkharvey, March 31, 2008
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    • 1.1k views
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    • jkharvey
    • March 31, 2008

42. USERRA

    By Nassau, December 5, 2011
    • 0 replies
    • 891 views
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    • Nassau
    • December 5, 2011

43. Plan Year Ends within Tax Year

    By Dougsbpc, November 3, 2014
    • 0 replies
    • 735 views
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    • Dougsbpc
    • November 3, 2014

44. Two 401(k) Plans, same employer

    By imchipbrown, July 27, 2018
    • 0 replies
    • 500 views
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    • imchipbrown
    • July 27, 2018

45. Hardship Distribution - Services Completed

    By 52626, April 29, 2024
    • 0 replies
    • 397 views
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    • 52626
    • April 29, 2024

46. Open Enrollment.

    By Guest Thornton, January 7, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • January 7, 2002

47. Catch-up and the short plan year

    By Guest PAL100759, September 9, 2004
    • 0 replies
    • 1.1k views
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    • Guest
    • September 9, 2004

48. Stock given as compensation

    By MSN, November 11, 2009
    • 0 replies
    • 924 views
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    • MSN
    • November 11, 2009

49. Correction for potential violation of Contingent Benefit Rule

    By spartytax, June 17, 2015
    • 0 replies
    • 1k views
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    • spartytax
    • June 17, 2015

50. Is the plan sponsor required to retain old Summary Plan Descriptions?

    By Guest mo again, October 13, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • October 13, 2000