401(k) Plans

19,275 topics in this forum

1. Integrated profit-sharing component of 401(k) plan - how does one make

   By Guest mam, November 8, 1999
   • 2 replies
   • 3.2k views
   • 
   • MWeddell
   • November 8, 1999

2. Co-Fiduciary or Fiduciary Role - is There a Writing Requirement?

   By Guest davsun, January 7, 2009
   • 5 replies
   • 3.2k views
   • 
   • Guest
   • January 8, 2009

3. Patriot Act - Customer Indentification Program

   By Guest terryh123, June 16, 2004
   • 4 replies
   • 3.1k views
   • 
   • Appleby
   • June 17, 2004

4. Reallocation of Forfeitures Upon Plan Termination

   By austin3515, September 15
   • 15 replies
   • 3.1k views
   • 
   • austin3515
   • September 17

5. Carve Out Method

   By CJS07, June 21, 2007
   • 5 replies
   • 3.1k views
   • 
   • Mike Preston
   • January 24, 2008

6. Missing Participants

   By Guest Sheryl L, April 23, 2002
   • 10 replies
   • 3.1k views
   • 
   • mbozek
   • November 13, 2002

7. HCE first plan year

   By Guest CHRISTA, November 6, 2001
   • 3 replies
   • 3.1k views
   • 
   • lkpittman
   • November 7, 2001

8. Hardship Distributions and HIPAA

   By Guest blaum8, August 15, 2003
   • 3 replies
   • 3.1k views
   • 
   • ccassetty
   • August 15, 2003

9. 402 (g) Deferral Limit History

   By Guest frankbrewer, December 16, 2001
   • 1 reply
   • 3.1k views
   • 
   • Tom Poje
   • December 17, 2001

10. HCE Determination - "Compensation" for Rehired Employee

    By Übernerd, January 23, 2013   

    • Nondiscrimination
    • compensation
    • (and 1 more)

      Tagged with:

      • Nondiscrimination
      • compensation
      • HCE
    • 5 replies
    • 3.1k views
    • 
    • Übernerd
    • January 24, 2013

11. ESOP contribs satisfy safe-harbor 401(k)?

    By Guest dlm, October 15, 1998
    • 0 replies
    • 3.1k views
    • 
    • Guest
    • October 15, 1998

12. Vesting For Rehired Employee

    By MBCarey, December 22, 2005
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • December 23, 2005

13. Well I just got burned again by another attorney

    By Guest dulan, August 22, 2007
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • September 16, 2007

14. Partial plan term for participating ER?

    By justanotheradmin, December 12, 2019
    • 13 replies
    • 3.1k views
    • 
    • Larry Starr
    • December 17, 2019

15. Excess deferral and related matching

    By Guest Dennis Siko, March 11, 1999
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • March 12, 1999

16. Five year forward averaging

    By Guest turbodiesel39, March 25, 2002
    • 1 reply
    • 3.1k views
    • 
    • david rigby
    • March 25, 2002

17. Rollovers of Participant Loans

    By austin3515, November 15, 2012
    • 8 replies
    • 3.1k views
    • 
    • jpod
    • November 16, 2012

18. Solo K - bonding requirements?

    By Tinman, August 5, 2008
    • 7 replies
    • 3.1k views
    • 
    • jpod
    • December 8, 2011

19. Enhanced Matching Contribution Formula

    By Guest rslagle224, October 22, 2004
    • 5 replies
    • 3.1k views
    • 
    • Tom Poje
    • December 13, 2004

20. 204(h) Notice

    By Guest Eagle54, September 19, 2012
    • 3 replies
    • 3.1k views
    • 
    • AKconsult
    • September 21, 2012

21. Deductability of QNC

    By Guest Ella, July 13, 2001
    • 3 replies
    • 3.1k views
    • 
    • QDROphile
    • July 14, 2001

22. Gateway Contribution Eligibility

    By MBCarey, December 5, 2003
    • 7 replies
    • 3.1k views
    • 
    • Tom Poje
    • December 5, 2003

23. ADP for HCE when NHCE's dont defer at all

    By K-t-F, April 10, 2009
    • 7 replies
    • 3.1k views
    • 
    • BG5150
    • April 15, 2009

24. Return of Deferrals to ineligible participant

    By Guest Theresa Irvin, May 4, 2011
    • 4 replies
    • 3.1k views
    • 
    • QNPG
    • May 4, 2011

25. Off-Calendar year end plan, catch-up contributions

    By AATPA, April 11, 2018   

    • catch-up
    • off-calendar
    • 9 replies
    • 3.1k views
    • 
    • AATPA
    • April 12, 2018

26. Safe Harbor Plan Can you have one with after tax matching contribution

    By Guest Kelly McCarthy, June 15, 1999
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • June 22, 1999

27. QACA Match and Forfeitures

    By 30Rock, August 22, 2014
    • 2 replies
    • 3.1k views
    • 
    • 30Rock
    • August 22, 2014

28. HArdship Distribution Documentation / IRS NEwsletter

    By austin3515, April 20, 2015
    • 4 replies
    • 3.1k views
    • 
    • austin3515
    • April 21, 2015

29. 415 Excess and compensation definition

    By stephen, November 28, 2001
    • 3 replies
    • 3.1k views
    • 
    • stephen
    • December 21, 2001

30. Hardship for an Alternate Payee - QDRO

    By ratherbereading, September 6, 2017   

    • qdro
    • alternate payee
    • (and 1 more)

      Tagged with:

      • qdro
      • alternate payee
      • hardship
    • 14 replies
    • 3.1k views
    • 
    • My 2 cents
    • September 8, 2017

31. HOW TO CORRECT EMPLOYEE DEFERRALS IN EXCESS OF PLAN LIMIT

    By Guest ROB VIDOVICH, January 8, 2004
    • 15 replies
    • 3.1k views
    • 
    • Guest
    • January 10, 2004

32. 401k withholding and rehires

    By CLE401kGuy, December 18, 2014
    • 8 replies
    • 3.1k views
    • 
    • Peter Gulia
    • December 30, 2014

33. 401K loan question

    By Juan Falso, July 26, 2017   

    • 401k loan second
    • 22 replies
    • 3.1k views
    • 
    • Larry Starr
    • July 28, 2017

34. 3(16) Providers Revisited

    By TPAJake, April 17, 2017
    • 26 replies
    • 3.1k views
    • 
    • Bill Presson
    • April 21, 2017

35. LLC interest treated as stock for Plan purposes.

    By Guest Gary Rouse, January 1, 2001
    • 10 replies
    • 3.1k views
    • 
    • BeckyMiller
    • July 15, 2002

36. Profit Sharing contribution deposited after the tax return due date

    By Guest Tammy2006, May 5, 2006
    • 7 replies
    • 3.1k views
    • 
    • Archimage
    • May 5, 2006

37. Top Paid Group Election

    By k man, February 9, 2001
    • 5 replies
    • 3.1k views
    • 
    • Alf
    • May 28, 2004

38. So much for business friendly...

    By austin3515, January 4, 2018
    • 25 replies
    • 3.1k views
    • 
    • MoJo
    • March 15, 2018

39. Non-qualified 401(k) Top Hat Plan.

    By Guest Bill55, January 2, 2000
    • 10 replies
    • 3.1k views
    • 
    • GBurns
    • January 6, 2000

40. 401k Loan Question

    By bluehavana2, May 17, 2023
    • 11 replies
    • 3.1k views
    • 
    • BG5150
    • May 24, 2023

41. Failed testing

    By Guest LSULLIVAN, July 31, 2007
    • 13 replies
    • 3.1k views
    • 
    • PensionPro
    • August 8, 2013

42. Safe Harbor and Top Heavy Contributions

    By AJ North, March 25, 2011
    • 5 replies
    • 3.1k views
    • 
    • Tom Poje
    • March 29, 2011

43. Odd separation from employment question

    By Guest mfocke, November 18, 2005
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • November 29, 2005

44. 404(c) & Defaults

    By Guest tschenk, April 24, 2002
    • 23 replies
    • 3.1k views
    • 
    • Guest
    • April 27, 2002

45. Taxes for Participant with Foreign Address

    By Guest Dee401kLady, March 26, 2014   

    • Taxes
    • 9 replies
    • 3.1k views
    • 
    • aGordeno
    • November 12, 2018

46. 72(p) Question

    By Guest meeh3704, June 18, 2008
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • June 23, 2008

47. Contingent benefit rule

    By Luke Bailey, October 5, 2018
    • 8 replies
    • 3.1k views
    • 
    • Luke Bailey
    • October 9, 2018

48. Safe Harbor Plans with Profit Sharing

    By dragondon, November 8, 2022
    • 4 replies
    • 3.1k views
    • 
    • Belgarath
    • November 9, 2022

49. Safe Harbor "True Up" for non-participants?

    By Guest Sleigher, May 19, 2010
    • 9 replies
    • 3.1k views
    • 
    • K2retire
    • May 22, 2010

50. MDR -when do the taxes need to be sent in by?

    By Guest Ashlea, January 10, 2005
    • 21 replies
    • 3.1k views
    • 
    • GBurns
    • January 11, 2005