401(k) Plans

19,275 topics in this forum

1. hardship - definition of "dependent"

   By Belgarath, October 3, 2017
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   • 454 views
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   • Belgarath
   • October 3, 2017

2. Congratulations

   By legort69, March 16, 2019
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   • 300 views
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   • legort69
   • March 16, 2019

3. Hardship withdrawals from SIMPLE 401K's

   By Guest A. Rostosky, October 19, 2000
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   • Guest
   • October 19, 2000

4. Safe Harbor plan with discretionary match using flexible discretionary formula

   By R. Butler, April 7
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   • R. Butler
   • April 7

5. post-death wages

   By AKconsult, January 31, 2011
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   • AKconsult
   • January 31, 2011

6. I am researching what benefits are wanted and will help to retain empl

   By Guest Lorraine Peck, November 19, 1999
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   • Guest
   • November 19, 1999

7. Distributions-terminations

   By Guest Allen Radin, July 27, 2001
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   • Guest
   • July 27, 2001

8. Communication requirements for participants

   By Guest rbellinger, February 27, 2002
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   • Guest
   • February 27, 2002

9. Does a change in Adopting Employer's Corporation constitute a plan termination?

   By Guest spanarkle, April 27, 2004
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   • Guest
   • April 27, 2004

10. 415 Excess Plans using Oracle HR

    By Guest dan_forbes, August 1, 2008
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    • Guest
    • August 1, 2008

11. ACP excess was forfeited instead of paid

    By BG5150, August 4, 2009
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    • 926 views
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    • BG5150
    • August 4, 2009

12. Stop Safe Harbor Match Mid year for owners

    By Guest Solara, August 17, 2012
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    • Guest
    • August 17, 2012

13. EACA - Have to be in effect for a full 12-month plan year?

    By benefitsguru, October 23, 2015
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    • 856 views
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    • benefitsguru
    • October 23, 2015

14. Simple 401(k) to Standard 401(k)

    By metsfan026, March 22, 2024
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    • 308 views
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    • metsfan026
    • March 22, 2024

15. Withholding in first 2 1/2 months on corrective distribution for ADP/A

    By John A, January 17, 2001
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    • John A
    • January 17, 2001

16. Definition of "reasonable" fee in context of automatic rollovers

    By Guest Oscar2, July 12, 2005
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    • Guest
    • July 12, 2005

17. Hardship Distributions from Prevailing Wage Contributions

    By Guest kamp, February 16, 2007
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    • Guest
    • February 16, 2007

18. Purchase of SPIA outside of 401k plan

    By Guest andrea16, October 30, 2007
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    • 972 views
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    • Guest
    • October 30, 2007

19. Comparison of 401(k) plans, 403(b) plans, and 457 plans available onli

    By Guest CVCalhoun, July 21, 1999
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    • 1.4k views
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    • Guest
    • July 21, 1999

20. Will the IRS delay SECURE 2022’s automatic-contribution condition?

    By Peter Gulia, September 25, 2023
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    • 416 views
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    • Peter Gulia
    • September 25, 2023

21. Re-characterize 402(g) violation

    By Guest Charles G, March 16, 2001
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    • Guest
    • March 16, 2001

22. SIMPLE IRA Plan to a 401(k) Plan

    By Guest dhoefer, January 11, 2002
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    • 1.3k views
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    • Guest
    • January 11, 2002

23. New Diverstification Rules Under PPA 2006

    By Guest gaham, September 8, 2006
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    • 1.1k views
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    • Guest
    • September 8, 2006

24. eligibility

    By Guest RJF, September 30, 2006
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    • 1.1k views
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    • Guest
    • September 30, 2006

25. Late Employer Contributions under VCP

    By Guest medinael, October 30, 2007
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    • 1.4k views
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    • Guest
    • October 30, 2007

26. education fees to be paid from plan

    By Guest trying2understand, November 30, 2007
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    • 895 views
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    • Guest
    • November 30, 2007

27. Subject: Using Yr. #1 Forfeitures in Yr. #2

    By Guest Mindy, June 28, 2000
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    • 1.4k views
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    • Guest
    • June 28, 2000

28. timing of deduction when fiscal year does not match plan year.

    By Earl, May 22, 2001
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    • 1.5k views
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    • Earl
    • May 22, 2001

29. What To Do With Excess Match Contributions?

    By Guest M00ZIKMAN, February 19, 2004
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    • 1k views
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    • Guest
    • February 19, 2004

30. Caps on employer stock ownership in 401(k) plans?

    By Guest Benmark, July 11, 2004
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    • 866 views
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    • Guest
    • July 11, 2004

31. Calculating earned income for a sole proprietor

    By Guest RICHEZ, July 22, 1999
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    • 1.5k views
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    • Guest
    • July 22, 1999

32. Recrediting previous forfeited amounts.

    By Guest BAM, November 22, 1999
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    • 1.4k views
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    • Guest
    • November 22, 1999

33. Top-Heavy Vesting

    By Guest ndgal, December 5, 2000
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    • 2k views
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    • Guest
    • December 5, 2000

34. HCE Status In Year Of Company Sale

    By Guest Rand, September 6, 2001
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    • 1.4k views
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    • Guest
    • September 6, 2001

35. IRA headache

    By Guest joeyboy, April 21, 2002
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    • 1.3k views
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    • Guest
    • April 21, 2002

36. Rehires

    By Guest qualified plan, September 8, 2003
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    • Guest
    • September 8, 2003

37. Safe Harbor Stacked Match

    By Gilmore, November 11, 2003
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    • 1.7k views
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    • Gilmore
    • November 11, 2003

38. Distribution code on Form 1099-R

    By MarZDoates, January 14, 2004
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    • 1.1k views
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    • MarZDoates
    • January 14, 2004

39. Short-term amendment ... possible?

    By Guest AEA, August 8, 2005
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    • Guest
    • August 8, 2005

40. Comparitive Statements

    By Guest EWESTENBERGER, July 7, 2009
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    • Guest
    • July 7, 2009

41. Rolling over a 403(b) loan to a 401(k)

    By Lori H, March 19, 2010
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    • 891 views
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    • Lori H
    • March 19, 2010

42. Form 5558 - Incorrect Plan Name and Plan Number

    By CLE401kGuy, September 5, 2019
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    • 481 views
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    • CLE401kGuy
    • September 5, 2019

43. SECURE Act, RMDs to designed beneficary, and annuity under DC Plan

    By DKE, June 29, 2020
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    • 455 views
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    • DKE
    • June 29, 2020

44. Liquidating employer after plan termination but prior to distribution

    By KJohnson, July 22, 1999
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    • 1.5k views
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    • KJohnson
    • July 22, 1999

45. May a foreign government adopt a 401(k) for its US Employees?

    By Guest W J Parks, December 5, 2000
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    • Guest
    • December 5, 2000

46. Safe Harbor Plan

    By PMC, May 22, 2001
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    • 1.4k views
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    • PMC
    • May 22, 2001

47. Earned Income Calculation

    By Fred Payne, December 1, 2001
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    • 1.4k views
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    • Fred Payne
    • December 1, 2001

48. Timing of IRS Response

    By Guest PJW, October 21, 2002
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    • 989 views
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    • Guest
    • October 21, 2002

49. safe harbor notice

    By Guest JJC, May 7, 2003
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    • 1k views
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    • Guest
    • May 7, 2003

50. SAR-SEP & 401(k)?

    By Guest hpaine, October 21, 2003
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    • 1.3k views
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    • Guest
    • October 21, 2003