401(k) Plans

19,317 topics in this forum

1. 4 plans merging into 1

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

2. QLAC

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

3. Need Help with 401 (b) Calc

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

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

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

5. 402(f) notice software

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

6. Investment review policies...

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

7. Timely ADP Correction Distributions

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

8. managing revenue sharing

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

9. Contribution Deduction Limit for Self Employed Cross Tested

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

10. In-plan Roth TRANSFERS

    By Guest Mo', January 24, 2013   

    • Roth Transfers 1099-R 2013
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 24, 2013

11. Removing QACA

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

12. Keogh Plan excess contributions

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

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

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

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

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

15. same desk rule

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

16. EGTRRA impact on coordination of deferrals

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

17. top heavy on sarsep rollovers

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

18. $200,000 compensation limit

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

19. Automatic Enrollment Elections and Rehired Participants

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

20. Auto Enrollment

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

21. 401(k) plan for controlled group

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

22. Puerto Rico and 414s Testing

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

23. Controlled Group w Different Entry Dates

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

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

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

25. 5500-EZ - Controlled/Affiliated Service Group - Accrued Basis - File?

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

26. Changing anniversary date

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

27. Form 5330 for excess contributions

    By Guest Pat Metallic, June 3, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 3, 2009

28. US Citizens Working in Canada

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

29. Failed ADP Partner deferral not deposited yet

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

30. Congruent Solutions

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

31. Pay plan expenses from forfeitures

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

32. State Of The 401k Union

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

33. 415 refund error

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

34. 401(k) withholding for work release prisoners

    By MSN, August 31, 2007
    • 0 replies
    • 1.3k views
    • 
    • MSN
    • August 31, 2007

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

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

36. Incorrect Salary Deferral Deduction

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

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

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

38. 30 Day Notice Fee Disclosure

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

39. Successor Plan question

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

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

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

41. Real Estate Investments in 401(k) Plan

    By Hoard1, July 7, 1999
    • 0 replies
    • 1.6k views
    • 
    • Hoard1
    • July 7, 1999

42. 401(k) Vesting Schedule Statistics

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

43. Same desk rule help requested

    By Guest boberlander, April 27, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 27, 2001

44. Gust 59 1/2

    By Guest hitt24, July 9, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 9, 2002

45. Leveraged Stock transfer to new plan

    By Guest andmik, February 20, 2003
    • 0 replies
    • 929 views
    • 
    • Guest
    • February 20, 2003

46. Notice Requirement Prior to Retirement

    By Guest blackacre, March 10, 2003
    • 0 replies
    • 934 views
    • 
    • Guest
    • March 10, 2003

47. What would you do if .......?

    By GBurns, October 20, 2003
    • 0 replies
    • 1.1k views
    • 
    • GBurns
    • October 20, 2003

48. Union Employee's

    By Guest KD40, August 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 23, 2004

49. ADP test in the year of acquisition

    By Guest MikeD, August 30, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 30, 2005

50. Client with more than 1 union plan ADP testing

    By Guest anne1, March 3, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 3, 2006