401(k) Plans

19,275 topics in this forum

1. Contributions for Director in Unrelated Companies.

   By Guest, April 6, 2000
   • 10 replies
   • 1.7k views
   • 
   • Guest
   • May 8, 2000

2. I have an established 401(k) Plan that uses prior year testing. This

   By Guest Amy Keen, November 28, 2000
   • 10 replies
   • 1.9k views
   • 
   • MR
   • November 29, 2000

3. Top heavy contribution made from the plan accounts of Keys

   By alanm, July 27, 2005
   • 10 replies
   • 2.1k views
   • 
   • alanm
   • August 2, 2005

4. Coverage Testing

   By justatester, December 10, 2012
   • 10 replies
   • 1.2k views
   • 
   • rcline46
   • December 11, 2012

5. IRS audit requests for 401k plan and or profit sharing

   By jeanh, May 27
   • 10 replies
   • 1.1k views
   • 
   • Bill Presson
   • June 1

6. Reversing a participant withdrawal request

   By Guest lbz123, July 31, 2006
   • 10 replies
   • 5.4k views
   • 
   • JanetM
   • August 1, 2006

7. Tax reporting of refunded contributions

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

8. When is a match not a match?

   By K2retire, October 20, 2011
   • 10 replies
   • 1.3k views
   • 
   • JanetM
   • October 24, 2011

9. Is this plan up a creek?

   By BG5150, November 25, 2019
   • 10 replies
   • 910 views
   • 
   • Luke Bailey
   • November 26, 2019

10. Controlled Group Question - Family Attribution

    By metsfan026, January 6, 2022
    • 10 replies
    • 1.8k views
    • 
    • pmacduff
    • August 18, 2023

11. Top Heavy Contribution in 401(k) Plan

    By Guest ryler, March 30, 2004
    • 10 replies
    • 1.6k views
    • 
    • Archimage
    • April 1, 2004

12. TPA Liability for 5500 Answers

    By Guest ActuaryWannabe, October 12, 2005
    • 10 replies
    • 2.2k views
    • 
    • R. Butler
    • October 13, 2005

13. Deferrals from bonus question

    By BG5150, June 8, 2020
    • 10 replies
    • 1.9k views
    • 
    • Larry Starr
    • June 9, 2020

14. Is an amendment necessary for plan sponsor name change

    By cpc0506, November 15, 2013
    • 10 replies
    • 10.4k views
    • 
    • Bird
    • November 19, 2013

15. HCE Limitations

    By Jilliandiz, October 21, 2004
    • 10 replies
    • 2.6k views
    • 
    • jquazza
    • October 23, 2004

16. ADP refunds terminated HCE's

    By Guest EricWings, December 24, 2007
    • 10 replies
    • 7k views
    • 
    • Guest
    • March 13, 2008

17. ACP Failure, but match not made yet

    By BG5150, March 10, 2010
    • 10 replies
    • 2.7k views
    • 
    • rcline46
    • July 23, 2010

18. Control Freak Spouse?

    By Pammie57, November 30, 2015
    • 10 replies
    • 2.3k views
    • 
    • Peter Gulia
    • December 1, 2015

19. Mega Roth Conversions

    By justatester, July 14, 2021
    • 10 replies
    • 1.5k views
    • 
    • CuseFan
    • July 16, 2021

20. Matching Catch-Up Contributions in a Safe Harbor Plan

    By JDuns, August 17, 2004
    • 10 replies
    • 10.1k views
    • 
    • rcline46
    • August 18, 2004

21. Islamic Investment Funds

    By rocknrolls2, March 23, 2006
    • 10 replies
    • 2.9k views
    • 
    • david rigby
    • March 24, 2006

22. QNECs

    By Dawn Hafner, September 22, 1998
    • 10 replies
    • 2.6k views
    • 
    • Guest
    • May 17, 2000

23. Recordkeeper Performing Late ADP/ACP Testing

    By khn, November 11, 2016
    • 10 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • November 11, 2016

24. 401(k) Buy/Sell Program for Employer Stock

    By ERISA25, September 16, 2012
    • 10 replies
    • 1.3k views
    • 
    • Guest
    • September 26, 2012

25. Prefunding ER Match Contributions

    By Guest gself, December 29, 1998
    • 10 replies
    • 3k views
    • 
    • Guest
    • December 31, 1998

26. Benefits Rights Features

    By Nancy D, June 7, 2011
    • 10 replies
    • 2.6k views
    • 
    • Nancy D
    • June 10, 2011

27. 401k deposit vs payroll timing for 1-person plan

    By TPApril, July 31, 2018
    • 10 replies
    • 1.6k views
    • 
    • Larry Starr
    • August 3, 2018

28. Catch-Up

    By Guest moltengater, May 19, 2006
    • 10 replies
    • 2.4k views
    • 
    • Leopurrd
    • May 22, 2006

29. Highly Compensated Employee

    By Guest Rutager, August 22, 2008
    • 10 replies
    • 3.6k views
    • 
    • K2retire
    • August 23, 2008

30. Hardship Withdrawal - Sensitive Medical Expenses

    By hardshipquestions, October 8, 2019   

    • 401k
    • hardship withdrawal
    • (and 1 more)

      Tagged with:

      • 401k
      • hardship withdrawal
      • disclosure
    • 10 replies
    • 5.3k views
    • 
    • Mike Preston
    • October 10, 2019

31. Employer missed 401k deductions in 2019

    By newemployee401k, March 15, 2020
    • 10 replies
    • 12.3k views
    • 
    • newemployee401k
    • March 17, 2020

32. Prohited Transaction through Common Ownership

    By austin3515, August 20, 2013
    • 10 replies
    • 1.2k views
    • 
    • Peter Gulia
    • August 21, 2013

33. Cross Tested Safe Harbor 401k Plan

    By Guest TAG, December 11, 2002
    • 10 replies
    • 2.6k views
    • 
    • Tom Poje
    • January 7, 2003

34. Corrective Procedures for Late deposit of Deferrals

    By Guest ScottB, March 25, 2003
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • March 27, 2003

35. Leaving an Open MEP

    By Jennifer D., November 1, 2012
    • 10 replies
    • 4.3k views
    • 
    • Peanut Butter Man
    • November 1, 2012

36. Existing solo 401k but has employees

    By Jakyasar, November 5, 2021
    • 10 replies
    • 1.3k views
    • 
    • chc93
    • November 12, 2021

37. Negative elections for current employees?

    By Wessex, November 23, 1998
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • January 5, 1999

38. Prohibited Transactions

    By Guest Pippy, November 1, 2012
    • 10 replies
    • 1.6k views
    • 
    • Guest
    • November 5, 2012

39. Treatment/correction of excess employer contribution to profit sharing plan coordinated with DB Cash Balance Plan

    By CubsFanAZ, January 26, 2021
    • 10 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 28, 2021

40. Basic Safe Harbor Match in 1 Person Plan

    By coleboy, November 9, 2021
    • 10 replies
    • 913 views
    • 
    • 401king
    • November 11, 2021

41. Timing of Amendment

    By Guest Ted Kowalchuk, CFP, CFS,, April 20, 2006
    • 10 replies
    • 1.9k views
    • 
    • Just Me
    • April 22, 2006

42. Cross Tested (New Comp) - Mortality Tables

    By Alex Daisy, January 21, 2011
    • 10 replies
    • 3.3k views
    • 
    • austin3515
    • January 24, 2011

43. 401K Distribution after Employment

    By Guest salford, October 16, 2001
    • 10 replies
    • 2.7k views
    • 
    • jpod
    • October 17, 2001

44. Beneficiary's consent for a distribution

    By Guest Do, March 7, 2003
    • 10 replies
    • 3k views
    • 
    • Mike Preston
    • March 10, 2003

45. cont. to eligible key employee who worked less than 500 hours in top heavy plan

    By Lori H, January 8, 2004
    • 10 replies
    • 2.7k views
    • 
    • R. Butler
    • January 9, 2004

46. Safe harbor plan and employee after-tax contributions

    By RPP2001, September 18, 2016
    • 10 replies
    • 6.2k views
    • 
    • thepensionmaven
    • September 16, 2018

47. 401K with voluntary

    By thepensionmaven, December 8, 2020
    • 10 replies
    • 1.1k views
    • 
    • thepensionmaven
    • December 14, 2020

48. Zero Compensation

    By Buckeye, December 15, 2022
    • 10 replies
    • 2.2k views
    • 
    • david rigby
    • December 19, 2022

49. Late deferral penalty for 2020 and 2021

    By Jakyasar, October 13, 2022
    • 10 replies
    • 777 views
    • 
    • Jakyasar
    • October 13, 2022

50. Lost Participant-No longer in the country

    By Guest knightkj, August 16, 2002
    • 10 replies
    • 2k views
    • 
    • david rigby
    • August 23, 2002