401(k) Plans

19,319 topics in this forum

1. 401K Distribution after Employment

   By Guest salford, October 16, 2001
   • 10 replies
   • 2.8k views
   • 
   • jpod
   • October 17, 2001

2. Beneficiary's consent for a distribution

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

3. 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

4. Safe harbor plan and employee after-tax contributions

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

5. 401K with voluntary

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

6. Zero Compensation

   By Buckeye, December 15, 2022
   • 10 replies
   • 2.3k views
   • 
   • david rigby
   • December 19, 2022

7. Late deferral penalty for 2020 and 2021

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

8. Lost Participant-No longer in the country

   By Guest knightkj, August 16, 2002
   • 10 replies
   • 2.1k views
   • 
   • david rigby
   • August 23, 2002

9. Anybody using FT William for plan administration?

   By M Norton, June 10, 2014   

   • ftwilliam
   • 10 replies
   • 2.3k views
   • 
   • M Norton
   • June 12, 2014

10. Permissible to reduce profit sharing contribution allocation by matchi

    By John A, March 13, 2002
    • 10 replies
    • 2.7k views
    • 
    • Greg Judd
    • March 21, 2002

11. Participant Fee Disclosure

    By 401(k)athryn, June 8, 2018
    • 10 replies
    • 2.8k views
    • 
    • 401(k)athryn
    • June 12, 2018

12. Manual ADP Refunds

    By ratherbereading, August 8, 2017   

    • adp test; refunds
    • 10 replies
    • 1.3k views
    • 
    • david rigby
    • August 9, 2017

13. No Highly Compensated Employees in 401(k) Plan?

    By Guest PAM, January 8, 1999
    • 10 replies
    • 2.9k views
    • 
    • MWeddell
    • January 14, 1999

14. Partic elected Roth, company did pre tax--fix?

    By BG5150, August 10, 2022
    • 10 replies
    • 1.2k views
    • 
    • Nate S
    • September 15, 2022

15. Plan Expenses

    By Guest Hadden2001, December 17, 2001
    • 10 replies
    • 2.6k views
    • 
    • QDROphile
    • December 19, 2001

16. Last Day Rule

    By CJS07, March 6, 2008
    • 10 replies
    • 3.4k views
    • 
    • Tom Poje
    • March 7, 2008

17. Who Is Required To File Form 5500?

    By Stash026, December 5, 2019
    • 10 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • December 9, 2019

18. Plan Document Signature Requirements

    By Guest CRA, May 5, 2003
    • 10 replies
    • 3.4k views
    • 
    • g8r
    • May 7, 2003

19. Elective Deferrals

    By Guest Don123, October 14, 2005
    • 10 replies
    • 2.6k views
    • 
    • Beltane
    • October 20, 2005

20. Match each pay-period w/ Las day 1,000 hour

    By austin3515, February 12, 2010
    • 10 replies
    • 3.6k views
    • 
    • QNPG
    • February 25, 2011

21. Company out of business, cannot pay 2019 SH

    By BG5150, June 16, 2020
    • 10 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • June 19, 2020

22. 402g Roth failure correction after April 15

    By WCC, April 18, 2018
    • 10 replies
    • 3.4k views
    • 
    • Tom Poje
    • April 20, 2018

23. Employee 401(k) elections conflict with federal income tax withholding elections

    By Carol V. Calhoun, May 13, 2021
    • 10 replies
    • 2.9k views
    • 
    • BenefitJack
    • May 17, 2021

24. Loan refinance

    By SCSFAM03, September 24, 2018   

    • loan
    • refinance
    • 10 replies
    • 2.6k views
    • 
    • CJ Allen
    • September 27, 2018

25. IRS News Flash on IRA Rollovers

    By Scott, March 2, 2005
    • 10 replies
    • 2.7k views
    • 
    • JDuns
    • March 4, 2005

26. NRA in new plan's document

    By doombuggy, November 10, 2014   

    • normal retirement age
    • 10 replies
    • 2.8k views
    • 
    • Peter Gulia
    • November 11, 2014

27. Ideal maximum 401(k) contribution rate

    By Guest planman, May 29, 2002
    • 10 replies
    • 3.5k views
    • 
    • MWeddell
    • May 30, 2002

28. Good faith amendment for Fidelity preapproved adopter that is terminating its plan

    By Luke Bailey, May 28, 2022
    • 10 replies
    • 1.3k views
    • 
    • Luke Bailey
    • June 1, 2022

29. Recordkeeper - incorrect report? Involve the DOL?

    By justanotheradmin, April 30, 2019
    • 10 replies
    • 1.2k views
    • 
    • david rigby
    • May 3, 2019

30. Do I have to file a 5500 for 6 cents?

    By Jim Chad, January 12, 2015
    • 10 replies
    • 1.4k views
    • 
    • Jim Chad
    • January 15, 2015

31. 1099R Not Reported On a Loan Default

    By Karoline Curran, November 15, 2018   

    • loan default
    • 1099r
    • (and 1 more)

      Tagged with:

      • loan default
      • 1099r
      • brokerage accts
    • 10 replies
    • 1.4k views
    • 
    • Luke Bailey
    • November 19, 2018

32. Company going broke and closing doors. Can't afford safe harbor match

    By Santo Gold, July 10, 2025
    • 10 replies
    • 1.2k views
    • 
    • Santo Gold
    • July 12, 2025

33. Merger of non-safe harbor plan into safe harbor plan mid-year

    By Guest sritts, January 25, 2011
    • 10 replies
    • 6.2k views
    • 
    • Jim Norman
    • January 27, 2011

34. Multiple Match Safe Harbor

    By ConnieStorer, October 26, 2010
    • 10 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

35. Free CPE for ASPPA

    By austin3515, November 22, 2016
    • 10 replies
    • 2.5k views
    • 
    • RatherBeGolfing
    • November 25, 2016

36. LTPT and Per Diem Employees

    By Coleboy1, November 16, 2023
    • 10 replies
    • 2.7k views
    • 
    • Peter Gulia
    • March 3, 2025

37. 404(c) revisited

    By Guest RJM, January 10, 2002
    • 10 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • January 22, 2002

38. Top Heavy Minimum Deadline

    By Dougsbpc, March 3, 2005
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • March 6, 2005

39. Eligible to Non Eligible Class

    By Lori H, April 4, 2012
    • 10 replies
    • 3.6k views
    • 
    • ESOP Guy
    • August 23, 2013

40. Different rates of match conditioned upon where participant directs hi

    By Guest LMalone, February 15, 2000
    • 10 replies
    • 2k views
    • 
    • Guest
    • February 21, 2000

41. Multiple ER Plan

    By Lori Foresz, December 9, 2004
    • 10 replies
    • 2.9k views
    • 
    • Lori Foresz
    • December 15, 2004

42. Hardship provisions...which do you use?

    By Jim Chad, May 6, 2008
    • 10 replies
    • 2.9k views
    • 
    • Guest
    • July 2, 2008

43. 5500s

    By fidu, May 29, 2002
    • 10 replies
    • 2.2k views
    • 
    • fidu
    • June 12, 2002

44. HCE and Initial Plan Year

    By Guest Tara Curran, September 10, 2002
    • 10 replies
    • 2.3k views
    • 
    • Earl
    • September 17, 2002

45. PLAN TERMINATION WITH LIFE INSURANCE

    By Riley Britton, February 2, 2021
    • 10 replies
    • 1.1k views
    • 
    • Bird
    • February 3, 2021

46. Required Minimum Distribution for non onwer still working?

    By Guest Michael Anderson, January 12, 2004
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • January 13, 2004

47. Overdeducted by one pay date

    By cbadmin123, April 29, 2020
    • 10 replies
    • 1.3k views
    • 
    • Larry Starr
    • May 15, 2020

48. More rapid vesting under EGTRRA

    By Brenda Wren, October 1, 2002
    • 10 replies
    • 2.6k views
    • 
    • Brian Gallagher
    • October 7, 2002

49. vesting and coronavirus

    By Scuba 401, June 22, 2020
    • 10 replies
    • 861 views
    • 
    • G8Rs
    • June 23, 2020

50. correction of delinquent remittance of employee contributions Allocating contribution to correct late employee contributions

    By Luke Bailey, September 28, 2018   

    • vfcp
    • late employee contributions
    • 10 replies
    • 4.6k views
    • 
    • Luke Bailey
    • October 2, 2018