401(k) Plans

19,275 topics in this forum

1. Do I still have time to pay off a 'deemed' 401k loan?

   By scavengergirl, August 28, 2018
   • 12 replies
   • 11.7k views
   • 
   • Luke Bailey
   • September 3, 2018

2. CDSC Charges

   By Guest Admin, August 26, 2002
   • 39 replies
   • 11.6k views
   • 
   • Bird
   • September 2, 2005

3. Schedule K-1 for 401(k) Plan Participant

   By SycamoreFan, March 4, 2015
   • 15 replies
   • 11.6k views
   • 
   • Peter Gulia
   • April 16, 2015

4. Employer fails to make the Safe Harbor contribution. Now what?

   By katieinny, September 19, 2005
   • 5 replies
   • 11.5k views
   • 
   • Tom Poje
   • September 23, 2005

5. Hardship Withdrawal - Prevent Foreclosure

   By Guest saotampa, May 30, 2008
   • 5 replies
   • 11.5k views
   • 
   • Guest
   • June 2, 2008

6. Death of Participant and 401k Contribution

   By Dazednconfused, February 27, 2013
   • 5 replies
   • 11.5k views
   • 
   • masteff
   • February 27, 2013

7. Earnings for a missed deferral election -Always DOL Calculator?

   By Loves401(k), April 2, 2018
   • 16 replies
   • 11.4k views
   • 
   • Bird
   • August 8, 2019

8. participant had fake SSN now has a real one

   By k man, November 12, 2013
   • 11 replies
   • 11.4k views
   • 
   • Peter Gulia
   • November 18, 2013

9. timing of deferrals for self-employed and partners

   By ldr, April 4, 2019   

   • deferrals
   • partnership income
   • (and 1 more)

     Tagged with:

     • deferrals
     • partnership income
     • self employed
   • 47 replies
   • 11.4k views
   • 
   • thepensionmaven
   • September 7, 2023

10. Safe Harbor 401(k) - Termination Questions

    By waid10, January 22, 2009
    • 11 replies
    • 11.3k views
    • 
    • Lou S.
    • February 3, 2009

11. 401K Employer holding their contribution till End of Year...

    By Guest Karla M, January 8, 2002
    • 14 replies
    • 11.3k views
    • 
    • Kirk Maldonado
    • January 9, 2002

12. Vesting Schedule and anti Cutback rules

    By Alex Daisy, September 10, 2008
    • 15 replies
    • 11.3k views
    • 
    • 401 Chaos
    • February 16, 2010

13. Plan Termination and 401(k) Loan

    By Guest benefitsanalyst, April 12, 2001
    • 3 replies
    • 11.3k views
    • 
    • actuarysmith
    • April 12, 2001

14. Back Pay

    By 401 Chaos, December 30, 2010
    • 5 replies
    • 11.3k views
    • 
    • Guest
    • December 31, 2010

15. Self Employed With W2 Earnings and K1

    By Guest Midas, March 10, 2005
    • 18 replies
    • 11.3k views
    • 
    • Guest
    • March 11, 2005

16. Freezing a 401k Plan

    By pixmax, June 1, 2010
    • 5 replies
    • 11.2k views
    • 
    • Guest
    • June 1, 2010

17. How to Calculate 401k Match in Excel

    By Guest rickmagill, October 1, 2014
    • 2 replies
    • 11.2k views
    • 
    • BG5150
    • October 2, 2014

18. Section 401(a) 17 Limits

    By MARYMM, August 21, 2006
    • 16 replies
    • 11.2k views
    • 
    • austin3515
    • October 18, 2018

19. Mid-year change creates multiple employer plan

    By Guest Pennysaver, July 28, 2012
    • 24 replies
    • 11.1k views
    • 
    • EBECatty
    • March 10, 2016

20. Taking A Loan While On Leave of Absence

    By metsfan026, June 8, 2023
    • 5 replies
    • 11.1k views
    • 
    • Paul I
    • June 9, 2023

21. Company has been using Business EIN for Trust

    By Dennis Povloski, January 25, 2010
    • 10 replies
    • 11k views
    • 
    • Guest
    • January 27, 2010

22. Outstanding Loan Balance - participant death

    By Alex Daisy, August 18, 2008
    • 9 replies
    • 11k views
    • 
    • K2retire
    • August 20, 2008

23. How to transfer the contribution from Sep-IRA to Solo-401k

    By Guest EPlus, May 7, 2008
    • 7 replies
    • 11k views
    • 
    • Guest
    • May 10, 2008

24. excess match and acp correction

    By Lori H, March 27, 2008
    • 13 replies
    • 10.9k views
    • 
    • TPApril
    • January 26, 2016

25. Fund Change Notice Requirement

    By khn, April 16, 2019
    • 2 replies
    • 10.9k views
    • 
    • Peter Gulia
    • April 16, 2019

26. Non-U.S. Citizens in 401(k) Plan

    By Guest Kelly Igel, June 6, 2001
    • 8 replies
    • 10.9k views
    • 
    • Moe Howard
    • June 21, 2001

27. Taxable fringe benefit - "nonaccountable" plan

    By Belgarath, May 24, 2013   

    • w-2
    • deferrals
    • 12 replies
    • 10.8k views
    • 
    • K2retire
    • January 31, 2017

28. ACA, EACA, QACA

    By PMC, December 18, 2007
    • 2 replies
    • 10.8k views
    • 
    • Guest
    • February 19, 2008

29. Group Annuity Contracts in a 401k

    By Guest pon66, April 5, 2001
    • 9 replies
    • 10.8k views
    • 
    • KJohnson
    • September 24, 2002

30. Hardship Withdraw - property taxes

    By mehmgo, April 26, 2012
    • 5 replies
    • 10.8k views
    • 
    • masteff
    • April 27, 2012

31. Partners and deferrals

    By jkharvey, October 30, 2008
    • 9 replies
    • 10.8k views
    • 
    • K2retire
    • June 30, 2009

32. ADP test and Statutory exclusions

    By rcline46, January 6, 2006
    • 17 replies
    • 10.8k views
    • 
    • C. B. Zeller
    • August 22, 2019

33. Service Contract Act contributions

    By Guest dhall111, March 12, 2007
    • 4 replies
    • 10.8k views
    • 
    • Guest
    • March 14, 2007

34. can 1099 employee treated as employee of a company and contribute salary deferral into the 401(k) Plan

    By AdKu, September 11, 2017   

    • 1099 employee treatment for deferral
    • 9 replies
    • 10.8k views
    • 
    • ESOP Guy
    • October 17, 2018

35. US plan with one Puerto Rico resident

    By K2retire, November 12, 2012
    • 6 replies
    • 10.7k views
    • 
    • k man
    • October 7, 2013

36. Is a participant eligible for a distribution if he terminates but resu

    By Scuba 401, February 23, 2000
    • 15 replies
    • 10.7k views
    • 
    • Guest
    • December 5, 2000

37. 408b2 Disclosures 1 2

    By austin3515, June 7, 2012
    • 65 replies
    • 10.7k views
    • 
    • Bird
    • July 19, 2012

38. calculation of lost earnings

    By Guest semitek, October 10, 2006
    • 7 replies
    • 10.7k views
    • 
    • austin3515
    • October 13, 2006

39. Collective bargaining agreement and plan document

    By 30Rock, February 7, 2018
    • 41 replies
    • 10.7k views
    • 
    • AFFIS
    • March 22, 2020

40. Rollover later determined to be ineligible

    By Guest sheTexasHammer, March 24, 2009
    • 20 replies
    • 10.7k views
    • 
    • birdstothebowl32
    • April 23, 2021

41. Spousal consent for Beneficiary Designation

    By preErisa, February 13, 2001
    • 13 replies
    • 10.6k views
    • 
    • Guest
    • December 15, 2001

42. 414(s) compensation vs. 415(c)(3) compensation

    By jlea, March 9, 2008
    • 6 replies
    • 10.6k views
    • 
    • zimbo
    • March 10, 2008

43. Different levels of matching contributions

    By Guest dlm, January 14, 1999
    • 7 replies
    • 10.6k views
    • 
    • Guest
    • August 24, 2000

44. My new doc has "deemed severance of employment"

    By Jim Chad, June 19, 2014
    • 7 replies
    • 10.5k views
    • 
    • SearchLight
    • June 27, 2014

45. 401(k) deferrals for pay period ending vs actual pay date

    By Guest susa, May 14, 2002
    • 9 replies
    • 10.5k views
    • 
    • Mike Preston
    • May 16, 2002

46. Safe Harbor "Maybe" Notice

    By Alex Daisy, November 7, 2008
    • 12 replies
    • 10.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 17, 2008

47. WAGES and 401(k) Withholding

    By Guest HFOSTER, April 4, 2003
    • 9 replies
    • 10.5k views
    • 
    • cheersmate
    • September 16, 2014

48. Employer Stalling on my Lump Sum Distrubution HELP!

    By Guest mannmiller, August 10, 2006
    • 30 replies
    • 10.5k views
    • 
    • Guest
    • August 16, 2006

49. Partner 401K Contribution Calculation

    By George Harrison Ford, July 2, 2020
    • 6 replies
    • 10.4k views
    • 
    • Bird
    • July 6, 2020

50. Participant dies with loan outstanding

    By austin3515, June 16, 2014
    • 19 replies
    • 10.4k views
    • 
    • Bird
    • April 27, 2021