401(k) Plans

19,275 topics in this forum

1. Where to put deemed distribution due to loan default on 2020 Form 5500- Schedule H

   By rblum50, September 14, 2021
   • 2 replies
   • 467 views
   • 
   • rblum50
   • September 14, 2021

2. Where to start?

   By Guest jbf, May 11, 2010
   • 3 replies
   • 1k views
   • 
   • Jim Norman
   • May 11, 2010

3. Where to submit tax withholding dollars

   By Guest Achilles, November 4, 2009
   • 1 reply
   • 971 views
   • 
   • BG5150
   • November 4, 2009

4. Whether a minor can participate?

   By Guest LLandau, February 18, 2002
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • February 18, 2002

5. Whether the "substantially level" repayment requirement in I

   By Scuba 401, February 10, 2000
   • 3 replies
   • 1.5k views
   • 
   • GBurns
   • February 11, 2000

6. key employee Which "plan year" do you use to determine keys for top-heavy

   By Luke Bailey, November 28, 2018   

   • top-heavy
   • 416(i)(1)
   • 12 replies
   • 3.2k views
   • 
   • Mike Preston
   • November 30, 2018

7. Which comes first - 401(k) or 125?

   By Guest MLH, February 12, 2002
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • February 12, 2002

8. Which comes first -(401k deferral) or (medical insurance deduct)

   By Pammie57, October 12, 2016
   • 4 replies
   • 9.3k views
   • 
   • TPAJake
   • October 19, 2016

9. Which DOL regulation requires that deferrals occur timely?

   By Guest Enda80, October 14, 2009
   • 3 replies
   • 1.1k views
   • 
   • david rigby
   • October 14, 2009

10. Which early-out distribution amounts are inflation-adjusted?

    By Peter Gulia, November 26, 2024
    • 0 replies
    • 341 views
    • 
    • Peter Gulia
    • November 26, 2024

11. Which Employees to Pull in Coverage

    By Madison Roberts, February 21, 2024
    • 4 replies
    • 547 views
    • 
    • CuseFan
    • February 22, 2024

12. Which employers will use a starter 401(k) deferral-only arrangement?

    By Peter Gulia, July 17, 2023
    • 9 replies
    • 1.1k views
    • 
    • rocknrolls2
    • July 18, 2023

13. Which entry date do I use?

    By Guest RCAB, January 22, 2014   

    • hours
    • participation
    • (and 1 more)

      Tagged with:

      • hours
      • participation
      • eligibility
    • 2 replies
    • 1.4k views
    • 
    • ESOP Guy
    • January 23, 2014

14. Which fees can be charged to participants?

    By Guest TBene, January 27, 1999
    • 7 replies
    • 2.8k views
    • 
    • Wessex
    • January 28, 1999

15. Which governmental employers can maintain 401(k) plans? IRS ruling ado

    By Carol V. Calhoun, April 19, 2000
    • 0 replies
    • 1.4k views
    • 
    • Carol V. Calhoun
    • April 19, 2000

16. Which governmental units are allowed to offer 401(K) plans?

    By jlf, July 11, 2001
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • July 13, 2001

17. Which guidance rules when the April 15 deadline if missed for refundin

    By John A, December 4, 1999
    • 1 reply
    • 1.6k views
    • 
    • IRC401
    • December 4, 1999

18. which is corrected first - plan limit on deferrals or 402(g)?

    By Lynn Campbell, January 14, 2003
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 15, 2003

19. Which is Worse? QDIA Options

    By austin3515, July 7, 2012
    • 20 replies
    • 4.4k views
    • 
    • BG5150
    • November 9, 2012

20. Which Plan should I integrate with Social Security

    By Guest Don J. Smith, January 14, 2000
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • January 15, 2000

21. Which Plan Year

    By justatester, August 20, 2012
    • 17 replies
    • 1.6k views
    • 
    • BG5150
    • August 23, 2012

22. Which Professional Designation?

    By Guest mrjones, January 26, 2005
    • 41 replies
    • 8.9k views
    • 
    • Guest
    • February 9, 2005

23. Which recordkeepers allow a hardship distribution on a participant’s certification?

    By Peter Gulia, June 15, 2023
    • 3 replies
    • 734 views
    • 
    • Peter Gulia
    • June 15, 2023

24. Which SECURE 2022 changes are in effect now?

    By Peter Gulia, January 11, 2023
    • 9 replies
    • 1k views
    • 
    • Anon401kTPA
    • January 13, 2023

25. Which States don't follow Roth tax treatment?

    By Peter Gulia, November 10, 2014   

    • Roth 401(k)
    • 0 replies
    • 716 views
    • 
    • Peter Gulia
    • November 10, 2014

26. Which states prohibit use of SSNs on mailings to participants?

    By stevena, September 19, 2003
    • 1 reply
    • 1.3k views
    • 
    • Kirk Maldonado
    • September 19, 2003

27. Which taxable year?

    By Guest RONNIE WASEL, November 13, 2003
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • November 13, 2003

28. Which Testing Method?

    By fiona1, December 15, 2005
    • 1 reply
    • 1.2k views
    • 
    • Nate X
    • December 19, 2005

29. Which year gets the deferrals when a payroll period is split between y

    By John A, March 31, 2000
    • 4 replies
    • 2.4k views
    • 
    • Earl
    • April 9, 2000

30. Which year's top-heavy contribution can a QNEC contribution be applied

    By John A, January 19, 2001
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • January 22, 2001

31. Who are the participants "affected" by partial termination

    By Luke Bailey, August 2, 2018   

    • partial termination
    • 9 replies
    • 2.7k views
    • 
    • Luke Bailey
    • August 8, 2018

32. Who can be a Trustee

    By cpc0506, July 17, 2013
    • 2 replies
    • 951 views
    • 
    • david rigby
    • July 17, 2013

33. Who can be a trustee?

    By Guest Jimmy B, April 2, 2002
    • 0 replies
    • 986 views
    • 
    • Guest
    • April 2, 2002

34. Who can be a trustee?

    By Guest Jimmy B, April 2, 2002
    • 15 replies
    • 8.5k views
    • 
    • Guest
    • October 15, 2002

35. who can be present for IRS/DOL audit

    By AKconsult, January 17, 2011
    • 1 reply
    • 924 views
    • 
    • Kevin C
    • January 17, 2011

36. Who can be the plan administrator/trustee?

    By KevinMc, February 6, 2015
    • 4 replies
    • 1.8k views
    • 
    • QDROphile
    • February 10, 2015

37. Who can deposit funds into a plan?

    By buckaroo, December 16, 2008
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • December 16, 2008

38. Who can pay plan fees?

    By Guest MES, January 23, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 23, 2003

39. Who can sign 401(k) documents?

    By Zach Hertz, December 31, 2019
    • 2 replies
    • 689 views
    • 
    • Zach Hertz
    • January 1, 2020

40. Who decides which long-term-part-time employees are eligible?

    By Peter Gulia, September 1, 2023
    • 1 reply
    • 555 views
    • 
    • Paul I
    • September 1, 2023

41. Who get SafeHarbor when PS contributions have different eligibility than CODA

    By Guest CLeggette, March 15, 2004
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • March 16, 2004

42. Who gets the "catch=up" contribution?

    By Guest RBlaine, December 9, 2002
    • 14 replies
    • 2k views
    • 
    • MWeddell
    • December 11, 2002

43. Who gets the match?

    By BG5150, January 17, 2017
    • 2 replies
    • 533 views
    • 
    • BG5150
    • January 20, 2017

44. Who gets the SH match?

    By shERPA, April 1, 2015   

    • different eligibility
    • 2 replies
    • 3.7k views
    • 
    • Tom Poje
    • April 1, 2015

45. Who gets top heavy minimum

    By Guest lforesz, February 7, 2003
    • 1 reply
    • 2.5k views
    • 
    • austin3515
    • February 8, 2003

46. Who gets top heavy minimum?

    By jquazza, March 24, 2004
    • 0 replies
    • 1.4k views
    • 
    • jquazza
    • March 24, 2004

47. who is considered Highly comp for a 401k plan

    By Guest dcarlin, July 12, 2005
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • July 12, 2005

48. Who is counted as an NHCE

    By LHW, September 12, 2019
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • September 13, 2019

49. Who is eligible for a Solo K Plan...

    By K-t-F, April 26, 2004
    • 21 replies
    • 3k views
    • 
    • Jim Chad
    • April 27, 2004

50. Who is eligible for Indivisual/Solo 401(k) plan?

    By jane123, December 10, 2004
    • 10 replies
    • 5.1k views
    • 
    • E as in ERISA
    • December 13, 2004