401(k) Plans

19,337 topics in this forum

1. Are successor plan rules different for stock deals and corporate merge

   By KJohnson, July 2, 1999
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   • 1.6k views
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   • KJohnson
   • July 2, 1999

2. Can an employer change discretionary match?

   By Guest Bob Miller, February 21, 2000
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   • 1.6k views
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   • Guest
   • February 21, 2000

3. Controlled Group Spreadsheet

   By aleallie, March 29, 2025
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   • 496 views
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   • aleallie
   • March 29, 2025

4. Impact of Corrective Distributions on Hardship Available

   By Guest Paul Hinderegger, June 12, 2001
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   • 1.3k views
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   • Guest
   • June 12, 2001

5. 404 deduction limits with a LLP

   By Guest andylarson, September 4, 2003
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   • 1.2k views
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   • Guest
   • September 4, 2003

6. deferrals not stopped after hardship

   By wsp, February 17, 2004
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   • 1.5k views
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   • wsp
   • February 17, 2004

7. Cross Tested plan with Prevailing Wage

   By Guest noans, April 4, 2012
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   • 981 views
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   • Guest
   • April 4, 2012

8. Reimbursement of plan expenses

   By Guest cascigm, February 21, 2000
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   • 1.6k views
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   • Guest
   • February 21, 2000

9. Plan sponsor cannot be located - now what?

   By John A, September 26, 2001
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   • 1.4k views
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   • John A
   • September 26, 2001

10. A 401k vs Roth IRA scenario?

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

11. Wickersham's Replacement

    By Guest PensionGuru, May 24, 2003
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    • 978 views
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    • Guest
    • May 24, 2003

12. Final regs - automatic enrollment

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

13. HCEs in Stock Acquistion

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

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

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

15. 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

16. 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

17. Investment in Closely Held ER stock

    By Guest KoreAmBear, December 10, 2005
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    • 1.5k views
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    • Guest
    • December 10, 2005

18. 401k and roth ira?

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

19. Asset Transfer

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

20. 4 plans merging into 1

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

21. QLAC

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

22. Need Help with 401 (b) Calc

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

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

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

24. 402(f) notice software

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

25. Investment review policies...

    By Guest RONNIE WASEL, June 18, 2002
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    • 1.3k views
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    • Guest
    • June 18, 2002

26. Timely ADP Correction Distributions

    By Saiai, January 20, 2010
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    • 956 views
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    • Saiai
    • January 20, 2010

27. managing revenue sharing

    By Guest MBERISA, July 7, 2010
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    • 823 views
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    • Guest
    • July 7, 2010

28. Contribution Deduction Limit for Self Employed Cross Tested

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

29. In-plan Roth TRANSFERS

    By Guest Mo', January 24, 2013   

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

30. Removing QACA

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

31. Keogh Plan excess contributions

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

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

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

33. 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

34. same desk rule

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

35. EGTRRA impact on coordination of deferrals

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

36. top heavy on sarsep rollovers

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

37. $200,000 compensation limit

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

38. Automatic Enrollment Elections and Rehired Participants

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

39. Auto Enrollment

    By Guest Day Erisa72, September 27, 2006
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    • 989 views
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    • Guest
    • September 27, 2006

40. 401(k) plan for controlled group

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

41. Puerto Rico and 414s Testing

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

42. Controlled Group w Different Entry Dates

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

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

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

44. 5500-EZ - Controlled/Affiliated Service Group - Accrued Basis - File?

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

45. Changing anniversary date

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

46. Form 5330 for excess contributions

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

47. US Citizens Working in Canada

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

48. Failed ADP Partner deferral not deposited yet

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

49. Congruent Solutions

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

50. Pay plan expenses from forfeitures

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