401(k) Plans

19,275 topics in this forum

1. Who's a good service provider for a super-micro 401(k) plan?

   By Peter Gulia, July 16, 2013
   • 21 replies
   • 3k views
   • 
   • Peter Gulia
   • July 19, 2013

2. After Tax (not Roth) Contributions / ACP Test

   By BeanCounterBlues, January 17, 2008
   • 3 replies
   • 3k views
   • 
   • BeanCounterBlues
   • January 17, 2008

3. safe harbor match with HCE discretionary match

   By kgrant, August 6, 2018   

   • safe harbor
   • 8 replies
   • 3k views
   • 
   • kgrant
   • August 10, 2018

4. UNIK ower dies. Can we make a post death profit sharing contribution?

   By Pixie, December 11, 2018
   • 25 replies
   • 3k views
   • 
   • Appleby
   • December 23, 2018

5. Hardship withdrawal for expenses previously paid

   By buckaroo, November 17, 2010
   • 7 replies
   • 3k views
   • 
   • Guest
   • November 17, 2010

6. Form 8905

   By Guest jefe96, December 21, 2006
   • 4 replies
   • 3k views
   • 
   • John Feldt ERPA CPC QPA
   • December 26, 2006

7. HCE and Current Year Testing Method

   By Guest think2much, December 12, 2006
   • 4 replies
   • 3k views
   • 
   • Tom Poje
   • April 13, 2007

8. Mandatory Integration

   By sdix401k, September 6, 2007
   • 14 replies
   • 3k views
   • 
   • sdix401k
   • September 10, 2007

9. Date of Adoption Agreement Signatures

   By khn, May 7, 2019
   • 12 replies
   • 3k views
   • 
   • Luke Bailey
   • May 10, 2019

10. Benefit Claims Procedures

    By Guest koolkid, May 10, 2002
    • 10 replies
    • 3k views
    • 
    • Guest
    • July 23, 2003

11. hardship calculations

    By Guest Wolves1962, October 25, 2005
    • 10 replies
    • 3k views
    • 
    • Guest
    • October 25, 2005

12. QACA Definition of Compensation

    By ERISA25, July 28, 2009
    • 6 replies
    • 3k views
    • 
    • ERISA25
    • July 29, 2009

13. What is a Reasonable Business Classification?

    By austin3515, March 14, 2016
    • 24 replies
    • 3k views
    • 
    • DMcGovern
    • March 16, 2016

14. "Standardized" Adoption Agreement and Controlled Group

    By PMC, April 4, 2001
    • 5 replies
    • 3k views
    • 
    • Bob R
    • April 11, 2001

15. No Delays in Mandatory Roth Catch-ups, right?

    By austin3515, September 4
    • 12 replies
    • 3k views
    • 
    • ACK
    • September 9

16. Prefunding ER Match Contributions

    By Guest gself, December 29, 1998
    • 10 replies
    • 3k views
    • 
    • Guest
    • December 31, 1998

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

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

18. EGTRRA Conformance

    By Guest Jose Rosario, May 13, 2002
    • 19 replies
    • 3k views
    • 
    • Guest
    • February 27, 2003

19. Participating Employer Terminating Participation in Multiple Employer Plan - Merger

    By spartytax, April 28, 2016   

    • Multiple Employer Plan
    • Plan Termination
    • (and 1 more)

      Tagged with:

      • Multiple Employer Plan
      • Plan Termination
      • Successor Plan Rule
    • 1 reply
    • 3k views
    • 
    • My 2 cents
    • April 28, 2016

20. Is trustee required to report interest on 1098 form?

    By Guest Phil L, January 12, 2000
    • 4 replies
    • 3k views
    • 
    • NNichols
    • February 3, 2016

21. 3/15 is Sunday...ADP refunds taken by 3/16 ok?

    By jkharvey, February 25, 2015
    • 9 replies
    • 3k views
    • 
    • Belgarath
    • February 26, 2015

22. Acquisition and 401(k) Sponsorship complicated by a SIMPLE IRA plan

    By ldr, August 1, 2018   

    • plan sponsor
    • simple ira
    • (and 2 more)

      Tagged with:

      • plan sponsor
      • simple ira
      • acquisitions
      • mergers
    • 9 replies
    • 3k views
    • 
    • ldr
    • August 9, 2018

23. Special Tax Notice - 402(f)

    By Nassau, March 1, 2011
    • 4 replies
    • 3k views
    • 
    • austin3515
    • March 3, 2011

24. 401(k) distributions

    By Guest Barb@PaineWebber, August 16, 1999
    • 5 replies
    • 3k views
    • 
    • M R Bernardin
    • August 17, 1999

25. Roth 401(k) Early Withdrawal - Simple Question

    By Guest nyykid, April 11, 2013   

    • double taxation
    • roth 401(k) early withdrawal
    • 3 replies
    • 3k views
    • 
    • 401king
    • April 12, 2013

26. 401(k) Deferral Deadline for S-corp

    By retbenser, December 21, 2011
    • 9 replies
    • 3k views
    • 
    • Bird
    • December 22, 2011

27. 401k Without a Beneficiary Designation

    By guestdelta, August 5, 2024
    • 3 replies
    • 3k views
    • 
    • Gina Alsdorf
    • August 21, 2024

28. Federal withholding - how to correct?

    By SFSD, February 20, 2008
    • 11 replies
    • 3k views
    • 
    • SFSD
    • February 22, 2008

29. RMD? age 75, non-owner, terminates 2006, r/o 2006

    By himt4, February 5, 2007
    • 14 replies
    • 3k views
    • 
    • jevd
    • February 5, 2007

30. What happens if not all assets out in 12 mos. DC Plan?

    By BG5150, December 2, 2019
    • 22 replies
    • 3k views
    • 
    • Doc Ument
    • December 10, 2019

31. Can owner participate in 401(k) plan that excludes union employees?

    By Guest dburge01, April 16, 2002
    • 2 replies
    • 3k views
    • 
    • R. Butler
    • April 18, 2002

32. Cost of Living Adjustments for 2001

    By Guest Laura, October 18, 2000
    • 8 replies
    • 3k views
    • 
    • Guest
    • December 11, 2000

33. USERRA - Company Contributions

    By Guest Tdavid, September 13, 2011
    • 6 replies
    • 3k views
    • 
    • GMK
    • September 16, 2011

34. Is an endorsed check a legally enforceable agreement against borrower from "paperless" 401(k) plan?

    By Guest oscar, June 30, 2004
    • 6 replies
    • 3k views
    • 
    • MoJo
    • July 2, 2004

35. Corrective Distributions

    By Alex Daisy, April 1, 2008
    • 4 replies
    • 3k views
    • 
    • Guest
    • April 2, 2008

36. Vesting At Retirement Age

    By Coleboy1, May 23, 2024
    • 9 replies
    • 3k views
    • 
    • AMDG
    • April 24

37. Time Frame to pay off loan after participant terminates

    By Pammie57, February 8, 2018
    • 7 replies
    • 3k views
    • 
    • Bird
    • February 9, 2018

38. Prevailing Wage as QNEC

    By Guest Rutager, September 24, 2007
    • 1 reply
    • 3k views
    • 
    • Mike Preston
    • September 24, 2007

39. Coverage problems with excluding employees eligible for a money purcha

    By Guest MES, March 13, 2001
    • 9 replies
    • 3k views
    • 
    • Guest
    • March 15, 2001

40. Plan Termination and Successor Plan Rules

    By Alex Daisy, October 24, 2014
    • 2 replies
    • 3k views
    • 
    • david rigby
    • October 24, 2014

41. Beneficiary's consent for a distribution

    By Guest Do, March 7, 2003
    • 10 replies
    • 3k views
    • 
    • Mike Preston
    • March 10, 2003

42. Controlled Group/Participating Employers

    By Deaconmomma, June 7, 2016
    • 8 replies
    • 3k views
    • 
    • Mike Preston
    • June 9, 2016

43. How Can I Define A Resident Alien

    By Kaizen401k, January 13, 2017
    • 30 replies
    • 3k views
    • 
    • MoJo
    • January 16, 2017

44. Leased Employees

    By Below Ground, December 20, 2011
    • 9 replies
    • 3k views
    • 
    • Below Ground
    • December 29, 2011

45. Loan default due to death of participant - who is liable for the taxes

    By Guest John Grace, December 2, 1999
    • 5 replies
    • 3k views
    • 
    • Guest
    • December 7, 1999

46. W2 compensation

    By Guest ppapdx, February 11, 2013   

    • Payroll question
    • 3 replies
    • 3k views
    • 
    • david rigby
    • February 11, 2013

47. Safe Harbor Deadline?

    By Guest W. Blake, June 24, 2005
    • 1 reply
    • 3k views
    • 
    • WDIK
    • June 24, 2005

48. Missed Roth deferral and QNEC is non-Roth

    By andrew, August 28, 2023
    • 6 replies
    • 3k views
    • 
    • andrew
    • August 29, 2023

49. DFVCP & IRS Penalties on late 5500

    By Dennis Povloski, May 19, 2010
    • 4 replies
    • 3k views
    • 
    • Belgarath
    • May 19, 2010

50. Dual Eligibility

    By Kimberly S, September 16, 2008
    • 10 replies
    • 3k views
    • 
    • Kimberly S
    • September 23, 2008