401(k) Plans

19,317 topics in this forum

1. what is the latest on catch-up contributions & separate lines of business?

   By Guest wblinder, February 15, 2005
   • 1 reply
   • 995 views
   • 
   • JanetM
   • February 16, 2005

2. What is the maximum length of time a 401(k) loan can be taken for the

   By Guest eanselm1, January 19, 2001
   • 13 replies
   • 17.2k views
   • 
   • imchipbrown
   • January 24, 2001

3. what is the maximum percentage a participant can deduct in a 401(k) pl

   By Guest Tara Curran, August 30, 2000
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • August 30, 2000

4. What is the period during which a terminating plan must count compensa

   By Guest Gibson, December 6, 1999
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • December 6, 1999

5. What is the Plan Entry Date when Immediate but requires 12 months and 500 hours

   By Megandps, June 25, 2021
   • 3 replies
   • 708 views
   • 
   • BG5150
   • June 28, 2021

6. What is the status of "same desk" employees if their new emp

   By Guest Craig Smith, March 23, 2001
   • 5 replies
   • 2.1k views
   • 
   • Guest
   • April 9, 2001

7. What is the statute of limitations for correcting safe harbor contributions?

   By katieinny, July 21, 2010
   • 4 replies
   • 2k views
   • 
   • katieinny
   • July 23, 2010

8. What is the time limit for 401k distributions?

   By Guest MaggieRose, October 3, 1999
   • 1 reply
   • 2.2k views
   • 
   • Ervin Barham
   • October 4, 1999

9. What is the typical 401(k) match in a small software company?

   By Guest Judy BrownWescott, March 22, 1999
   • 1 reply
   • 1.6k views
   • 
   • LCARUSI
   • March 23, 1999

10. What is to prevent a SH 401(k) from having a month of service on deferrals;YOS on SH Match?

    By kwalified, May 18, 2012
    • 23 replies
    • 5.4k views
    • 
    • Kevin C
    • May 24, 2012

11. What is W-2 Compensation?

    By justanotheradmin, June 25, 2014
    • 7 replies
    • 7.3k views
    • 
    • ESOP Guy
    • June 26, 2014

12. What is with these recordkeepers and QDRO's

    By austin3515, September 17, 2014
    • 13 replies
    • 1.6k views
    • 
    • SearchLight
    • September 18, 2014

13. What kind of testing/reporting is required for a controlled group?

    By Guest Sara H, November 2, 1999
    • 1 reply
    • 1.3k views
    • 
    • stephen
    • November 3, 1999

14. What limits need to be pro rata for our 401(k) plan's first, short plan year?

    By Guest lilnemo, September 11, 2003
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 17, 2003

15. What limits to pro-rate for short initial years?

    By BG5150, September 25, 2007
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 27, 2007

16. What makes a union plan cover only union employees?

    By jkharvey, October 14, 2013   

    • Adoption Agreement language
    • 5 replies
    • 1.3k views
    • 
    • buckaroo
    • October 16, 2013

17. What must I do to compel DOL to step in and label a 401K as abandoned

    By Guest R Blair, November 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • November 15, 2001

18. What needs ot be done to reinstate a 401K plan?

    By Guest Amy Severson, May 24, 2001
    • 1 reply
    • 1.4k views
    • 
    • RCK
    • May 24, 2001

19. What nondiscrimination testing rules apply to controlled groups?

    By John A, December 20, 2000
    • 5 replies
    • 9.7k views
    • 
    • rlbillings
    • October 10, 2019

20. What problems do you face if you use Matching Contributions to satisfy

    By Guest Kevin Plymyer, February 2, 2001
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • February 6, 2001

21. What SECURE 2022 changes start with 2024?

    By Peter Gulia, September 13, 2023
    • 2 replies
    • 630 views
    • 
    • Peter Gulia
    • September 13, 2023

22. What should be done with a dividend that posts after complete asset tr

    By John A, April 5, 2000
    • 1 reply
    • 1.3k views
    • 
    • Earl
    • April 9, 2000

23. What should be done with match associated with excess contributions wh

    By John A, March 28, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 30, 2000

24. What should we do if an employee’s paycheck isn’t big enough to make his or her deferral election?

    By Guest Bud, August 4, 2005
    • 6 replies
    • 3k views
    • 
    • austin3515
    • August 5, 2005

25. What software used for 401(k) plans? Satisfied?

    By Guest marciab, April 22, 2004
    • 6 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • May 13, 2004

26. What the heck is this??

    By austin3515, October 28, 2014
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • October 28, 2014

27. What to do in a 401(k) merger where the plan to be merged was not prop

    By Guest ejohnson, April 19, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 20, 1999

28. What to do when plan sponsor has not treated as taxable distributions

    By EGB, September 26, 2000
    • 3 replies
    • 1.7k views
    • 
    • rocknrolls2
    • November 28, 2001

29. What to do with "excess gains" after correcting amount of de

    By Guest Sara H, November 5, 2001
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 7, 2001

30. What to do with 401K plan / college savings

    By Guest nathannah, May 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 8, 2001

31. What to do with a 401k $ after you change jobs?

    By Dave Baker, March 7, 2000
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 8, 2000

32. What to do with ADP/ACP Refunds - Personal Finance

    By austin3515, March 8, 2021
    • 4 replies
    • 799 views
    • 
    • BG5150
    • March 9, 2021

33. What to do with after tax 401K contributions

    By Guest MikeF, August 20, 2000
    • 3 replies
    • 2.9k views
    • 
    • MWeddell
    • August 21, 2000

34. What to do with earnings that Insurance Company won't return

    By jkharvey, October 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 13, 2003

35. What to do with excess contributions that were mistaken rolled over to

    By Guest Plan the Man, July 12, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • July 16, 2002

36. What To Do With Excess Match Contributions?

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

37. what to do with forfeitures

    By Gudgergirl, February 17, 2010
    • 3 replies
    • 1.6k views
    • 
    • jpod
    • February 17, 2010

38. What to do with gain from recordkeeping erorrs?

    By Guest GMedley, May 11, 2001
    • 7 replies
    • 2.7k views
    • 
    • Kevin C
    • February 20, 2009

39. What to do with old clearing account assets?

    By Guest smstls, February 19, 2005
    • 3 replies
    • 1.6k views
    • 
    • Alf
    • February 24, 2005

40. What to do with plan when self employed doctor sells practice and moves to another city.

    By jkharvey, August 9, 2005
    • 5 replies
    • 1.4k views
    • 
    • mbozek
    • August 10, 2005

41. What to do with problem investment in a self directed 401(k) plan?

    By katieinny, August 4, 2005
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • August 4, 2005

42. What to do with the money?

    By Guest A_Dude, December 5, 2012
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 6, 2012

43. What to pro-ate for short plan year?

    By BG5150, February 4, 2010
    • 6 replies
    • 4.6k views
    • 
    • BG5150
    • July 13, 2011

44. what to say in a 402(f) notice if the sender doesn't know whether the plan is tax-qualified?

    By Peter Gulia, May 24, 2010
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 25, 2010

45. What type of EIN to get for Solo 401K?

    By GregJ, April 26, 2016
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • April 26, 2016

46. What will they think of next?

    By Santo Gold, June 14, 2006
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • June 15, 2006

47. What wording or code references must be in a Plan Document permitting

    By MR, December 5, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 7, 2000

48. What would prevent a PLLC from going back and funding retroactively

    By Lori H, November 16, 2007
    • 16 replies
    • 1.8k views
    • 
    • Lori H
    • December 4, 2007

49. What would you do if .......?

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

50. What would you do?

    By FundeK, January 27, 2004
    • 7 replies
    • 1.7k views
    • 
    • QDROphile
    • January 28, 2004