401(k) Plans

19,317 topics in this forum

1. 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

2. 415 Excess Plans using Oracle HR

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

3. ACP excess was forfeited instead of paid

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

4. Stop Safe Harbor Match Mid year for owners

   By Guest Solara, August 17, 2012
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   • 1.2k views
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   • Guest
   • August 17, 2012

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

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

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

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

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

   By John A, January 17, 2001
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   • 1.4k views
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   • John A
   • January 17, 2001

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

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

9. Hardship Distributions from Prevailing Wage Contributions

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

10. Purchase of SPIA outside of 401k plan

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

11. 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

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

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

13. Re-characterize 402(g) violation

    By Guest Charles G, March 16, 2001
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    • 1.4k views
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    • Guest
    • March 16, 2001

14. 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

15. 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

16. eligibility

    By Guest RJF, September 30, 2006
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    • Guest
    • September 30, 2006

17. 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

18. education fees to be paid from plan

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

19. 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

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

    By Earl, May 22, 2001
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    • 1.6k views
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    • Earl
    • May 22, 2001

21. What To Do With Excess Match Contributions?

    By Guest M00ZIKMAN, February 19, 2004
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    • 1.1k views
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    • Guest
    • February 19, 2004

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

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

23. 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

24. 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

25. Top-Heavy Vesting

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

26. 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

27. IRA headache

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

28. Rehires

    By Guest qualified plan, September 8, 2003
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    • 1.2k views
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    • Guest
    • September 8, 2003

29. Safe Harbor Stacked Match

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

30. 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

31. Short-term amendment ... possible?

    By Guest AEA, August 8, 2005
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    • 1.1k views
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    • Guest
    • August 8, 2005

32. Comparitive Statements

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

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

    By Lori H, March 19, 2010
    • 0 replies
    • 901 views
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    • Lori H
    • March 19, 2010

34. Form 5558 - Incorrect Plan Name and Plan Number

    By CLE401kGuy, September 5, 2019
    • 0 replies
    • 496 views
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    • CLE401kGuy
    • September 5, 2019

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

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

36. 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

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

    By Guest W J Parks, December 5, 2000
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    • 1.3k views
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    • Guest
    • December 5, 2000

38. Safe Harbor Plan

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

39. 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

40. Timing of IRS Response

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

41. safe harbor notice

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

42. 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

43. RMD-Model Amendment

    By Guest OHH, November 11, 2003
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    • 1k views
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    • Guest
    • November 11, 2003

44. New IRS Prop Regs on Accident & Health Insurance

    By rocknrolls2, September 5, 2007
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    • 1.1k views
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    • rocknrolls2
    • September 5, 2007

45. LLC Members in a 401k PLan

    By Alex Daisy, November 20, 2009
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    • 2.2k views
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    • Alex Daisy
    • November 20, 2009

46. loan payments after termination - loan policy does not allow it

    By WCC, April 22, 2013
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    • 1.1k views
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    • WCC
    • April 22, 2013

47. Association and plan sponsors

    By Guest Brad, September 16, 1998
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    • 4.5k views
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    • Guest
    • September 16, 1998

48. Match made in Employer Securities

    By M R Bernardin, February 18, 1999
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    • 1.4k views
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    • M R Bernardin
    • February 18, 1999

49. USERRA make-up contributions

    By ccassetty, November 8, 2001
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    • 1.6k views
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    • ccassetty
    • November 8, 2001

50. LTPT

    By thepensionmaven, December 1, 2025
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    • 242 views
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    • thepensionmaven
    • December 1, 2025