401(k) Plans

19,275 topics in this forum

1. Final regs - automatic enrollment

   By Tom Poje, February 23, 2009
   • 0 replies
   • 1k views
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   • Tom Poje
   • February 23, 2009

2. HCEs in Stock Acquistion

   By justatester, August 27, 2009
   • 0 replies
   • 883 views
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   • justatester
   • August 27, 2009

3. Historical corrections for 5500's & late 401k

   By TPApril, April 24, 2017
   • 0 replies
   • 378 views
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   • TPApril
   • April 24, 2017

4. Wrong Information in Safe Harbor Notice

   By PMC, February 22, 2001
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   • 1.6k views
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   • PMC
   • February 22, 2001

5. Determining transfer amount in tandem(wrap) 401(k)/nonqual arrangement

   By Guest GMedley, February 13, 2002
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   • 1.9k views
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   • Guest
   • February 13, 2002

6. Investment in Closely Held ER stock

   By Guest KoreAmBear, December 10, 2005
   • 0 replies
   • 1.4k views
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   • Guest
   • December 10, 2005

7. 401k and roth ira?

   By Guest rdoc, February 7, 2006
   • 0 replies
   • 1.1k views
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   • Guest
   • February 7, 2006

8. Asset Transfer

   By Randy Watson, November 18, 2009
   • 0 replies
   • 880 views
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   • Randy Watson
   • November 18, 2009

9. 4 plans merging into 1

   By justatester, November 9, 2012
   • 0 replies
   • 651 views
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   • justatester
   • November 9, 2012

10. QLAC

    By cathyw, March 3, 2017
    • 0 replies
    • 395 views
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    • cathyw
    • March 3, 2017

11. Need Help with 401 (b) Calc

    By Guest GG, January 29, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • January 29, 1999

12. Profit Sharing effective 01/10 with 401(k) provisions effective 08/01

    By Guest Alex Calin, July 5, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • July 5, 1999

13. 402(f) notice software

    By Guest RONNIE WASEL, June 12, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • June 12, 2001

14. Investment review policies...

    By Guest RONNIE WASEL, June 18, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • June 18, 2002

15. Timely ADP Correction Distributions

    By Saiai, January 20, 2010
    • 0 replies
    • 934 views
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    • Saiai
    • January 20, 2010

16. managing revenue sharing

    By Guest MBERISA, July 7, 2010
    • 0 replies
    • 812 views
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    • Guest
    • July 7, 2010

17. Contribution Deduction Limit for Self Employed Cross Tested

    By jkharvey, March 23, 2011
    • 0 replies
    • 900 views
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    • jkharvey
    • March 23, 2011

18. In-plan Roth TRANSFERS

    By Guest Mo', January 24, 2013   

    • Roth Transfers 1099-R 2013
    • 0 replies
    • 994 views
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    • Guest
    • January 24, 2013

19. Removing QACA

    By Robin Wilson, December 14, 2020
    • 0 replies
    • 350 views
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    • Robin Wilson
    • December 14, 2020

20. Keogh Plan excess contributions

    By Guest ticket, January 29, 1999
    • 0 replies
    • 2.6k views
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    • Guest
    • January 29, 1999

21. Naming Private Foundation as Beneficiary of 401(k)

    By chris, July 6, 1999
    • 0 replies
    • 1.6k views
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    • chris
    • July 6, 1999

22. Is it permissible to net matching contributions for 415 limits?

    By John A, February 22, 2000
    • 0 replies
    • 1.4k views
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    • John A
    • February 22, 2000

23. same desk rule

    By k man, June 8, 2000
    • 0 replies
    • 1.4k views
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    • k man
    • June 8, 2000

24. EGTRRA impact on coordination of deferrals

    By Guest Ralph, September 26, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • September 26, 2001

25. top heavy on sarsep rollovers

    By MJ Hartman, December 13, 2002
    • 0 replies
    • 1.2k views
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    • MJ Hartman
    • December 13, 2002

26. $200,000 compensation limit

    By nancy, February 3, 2003
    • 0 replies
    • 1.1k views
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    • nancy
    • February 3, 2003

27. Automatic Enrollment Elections and Rehired Participants

    By Guest aclark3, October 26, 2004
    • 0 replies
    • 1.6k views
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    • Guest
    • October 26, 2004

28. Auto Enrollment

    By Guest Day Erisa72, September 27, 2006
    • 0 replies
    • 974 views
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    • Guest
    • September 27, 2006

29. 401(k) plan for controlled group

    By cathyw, September 23, 2016
    • 0 replies
    • 465 views
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    • cathyw
    • September 23, 2016

30. Puerto Rico and 414s Testing

    By justatester, April 29, 2020
    • 0 replies
    • 305 views
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    • justatester
    • April 29, 2020

31. Controlled Group w Different Entry Dates

    By Teresa F., October 14, 2020
    • 0 replies
    • 334 views
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    • Teresa F.
    • October 14, 2020

32. Starting 401(k), SIMPLE notice not given

    By ntv, December 14, 2020
    • 0 replies
    • 248 views
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    • ntv
    • December 14, 2020

33. 5500-EZ - Controlled/Affiliated Service Group - Accrued Basis - File?

    By TPApril, September 20, 2023
    • 0 replies
    • 445 views
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    • TPApril
    • September 20, 2023

34. Changing anniversary date

    By Guest Kelly Igel, January 28, 2002
    • 0 replies
    • 1.6k views
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    • Guest
    • January 28, 2002

35. Form 5330 for excess contributions

    By Guest Pat Metallic, June 3, 2009
    • 0 replies
    • 1.5k views
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    • Guest
    • June 3, 2009

36. US Citizens Working in Canada

    By justatester, September 24, 2009
    • 0 replies
    • 929 views
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    • justatester
    • September 24, 2009

37. Failed ADP Partner deferral not deposited yet

    By SheilaD, March 7, 2013
    • 0 replies
    • 961 views
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    • SheilaD
    • March 7, 2013

38. Congruent Solutions

    By mjf06241972, November 20, 2023
    • 0 replies
    • 256 views
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    • mjf06241972
    • November 20, 2023

39. Pay plan expenses from forfeitures

    By jkharvey, July 25, 2000
    • 0 replies
    • 1.7k views
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    • jkharvey
    • July 25, 2000

40. State Of The 401k Union

    By Guest saisson, August 15, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • August 15, 2001

41. 415 refund error

    By fiona1, June 28, 2007
    • 0 replies
    • 1.2k views
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    • fiona1
    • June 28, 2007

42. 401(k) withholding for work release prisoners

    By MSN, August 31, 2007
    • 0 replies
    • 1.2k views
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    • MSN
    • August 31, 2007

43. Compensation Limit- To Prorate or Not...

    By Guest KAGrist, March 17, 2009
    • 0 replies
    • 1.1k views
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    • Guest
    • March 17, 2009

44. Incorrect Salary Deferral Deduction

    By Guest fidelityrose, May 13, 2010
    • 0 replies
    • 1.4k views
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    • Guest
    • May 13, 2010

45. finding which 1099's involve Roth so they can be coed correctly

    By Jim Chad, December 24, 2010
    • 0 replies
    • 747 views
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    • Jim Chad
    • December 24, 2010

46. 30 Day Notice Fee Disclosure

    By khn, March 12, 2019
    • 0 replies
    • 447 views
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    • khn
    • March 12, 2019

47. Successor Plan question

    By Belgarath, May 3, 2019
    • 0 replies
    • 408 views
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    • Belgarath
    • May 3, 2019

48. calendar year match true up, off calendar year plan

    By TommyGunn13, October 17, 2019
    • 0 replies
    • 431 views
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    • TommyGunn13
    • October 17, 2019

49. Real Estate Investments in 401(k) Plan

    By Hoard1, July 7, 1999
    • 0 replies
    • 1.5k views
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    • Hoard1
    • July 7, 1999

50. 401(k) Vesting Schedule Statistics

    By Guest Judy Beedy, November 10, 1999
    • 0 replies
    • 2k views
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    • Guest
    • November 10, 1999