401(k) Plans

19,337 topics in this forum

1. 401(K) sole-proprietor with employees

   By wiiabenefits, November 7, 2017
   • 23 replies
   • 6.3k views
   • 
   • Mike Preston
   • November 12, 2017

2. Named Fiduciary vs Directed TTEE

   By Guest Ephesian431, February 7, 2000
   • 23 replies
   • 8.3k views
   • 
   • austin3515
   • October 28, 2002

3. Late deposit during blackout

   By austin3515, August 12, 2020
   • 23 replies
   • 5.5k views
   • 
   • Peter Gulia
   • August 18, 2020

4. Protection of plan assets

   By doombuggy, November 13, 2008
   • 23 replies
   • 2.6k views
   • 
   • K2retire
   • November 15, 2008

5. Contribution Amount to Use on Schedule H

   By Below Ground, September 25, 2014   

   • Payroll Date Stradles PYE
   • 23 replies
   • 2.3k views
   • 
   • Below Ground
   • October 14, 2014

6. "Retired" versus "Quit"

   By ldr, January 17, 2018   

   • contributions
   • retirement
   • (and 1 more)

     Tagged with:

     • contributions
     • retirement
     • coding
   • 23 replies
   • 3.1k views
   • 
   • ESOP Guy
   • January 19, 2018

7. LLC - 401k contributions

   By Guest chris4013, April 18, 2005
   • 23 replies
   • 4.3k views
   • 
   • Bird
   • June 29, 2005

8. Flexible vs Rigid Matches

   By austin3515, August 25, 2020
   • 23 replies
   • 9.6k views
   • 
   • anspai
   • June 28, 2022

9. Semi Urgent - When Is A Custodian Not A Fiduciary???

   By fidu, January 10, 2002
   • 23 replies
   • 12.6k views
   • 
   • MoJo
   • January 16, 2002

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. Fiduciary? (hardship approvals)

    By austin3515, January 22, 2010
    • 23 replies
    • 4.3k views
    • 
    • J Simmons
    • January 26, 2010

12. RMD to Spouse After Death

    By austin3515, October 29, 2010
    • 23 replies
    • 6.2k views
    • 
    • masteff
    • November 2, 2010

13. Has anyone had any experience with amending a 401(k) plan so that all

    By Guest TW2000, September 18, 2000
    • 23 replies
    • 5.9k views
    • 
    • KJohnson
    • October 10, 2000

14. PPA restatement deadline

    By JPIngold, December 22, 2015
    • 23 replies
    • 3.3k views
    • 
    • Peter Gulia
    • December 31, 2015

15. Bankruptcy protection qualified plan versus IRA

    By ldr, May 4, 2018   

    • banrkuptcy
    • protection
    • (and 3 more)

      Tagged with:

      • banrkuptcy
      • protection
      • solo 401(k)
      • ira
      • creditor
    • 23 replies
    • 4.4k views
    • 
    • spiritrider
    • May 9, 2018

16. Top Heavy Safe Harbor Plan

    By Guest bogart126, July 31, 2001
    • 23 replies
    • 5k views
    • 
    • R. Butler
    • June 29, 2005

17. 401K Loan Limitation after a prior loan is paid off

    By pecan204, October 11, 2016   

    • 401K new loan after prior
    • 23 replies
    • 52.2k views
    • 
    • Mike Preston
    • October 29, 2018

18. 401k profitshare allocation in an unequal partnership

    By N. Wood, February 23, 2016   

    • 401k
    • solo401k
    • (and 2 more)

      Tagged with:

      • 401k
      • solo401k
      • partnership
      • profit sharing
    • 22 replies
    • 3.9k views
    • 
    • Bird
    • February 24, 2016

19. ADP/ACP test & 410(b) test of a controlled group

    By Guest jkrad, February 17, 2005
    • 22 replies
    • 9.4k views
    • 
    • austin3515
    • November 12, 2007

20. Coverage Testing in a 401(k) Safe Harbor Integrated Profit Sharing Plan

    By Guest rmwright, March 24, 2004
    • 22 replies
    • 9k views
    • 
    • EBDI
    • April 10, 2013

21. Safe Harbor Plan

    By Guest Sieve, March 5, 2009
    • 22 replies
    • 2.8k views
    • 
    • Guest
    • March 9, 2009

22. Am I required to give a new TPA who is replacing me a copy of the Plan Document

    By RayJJohnsonJr, June 22, 2021
    • 22 replies
    • 2.2k views
    • 
    • Dave Baker
    • June 24, 2021

23. Company Stock in a401(k) Plan

    By LCARUSI, October 2, 1998
    • 22 replies
    • 7.4k views
    • 
    • 401 Chaos
    • June 20, 2008

24. Make Whole Payment to HCE for Tax on Excess Contributions?

    By casey72, December 13, 2017
    • 22 replies
    • 2.5k views
    • 
    • jpod
    • December 27, 2017

25. ADP Test - Should HCE w/ no comp or hrs be included?

    By Guest carsonv, February 26, 2004
    • 22 replies
    • 8.8k views
    • 
    • Archimage
    • February 16, 2005

26. Solo 401(k) and DB Plan

    By AndyH, December 20, 2018
    • 22 replies
    • 2.5k views
    • 
    • jane murray
    • December 29, 2018

27. Is the annual limit prorated in a money purchase pension plan for a sh

    By Guest Tara Curran, January 27, 2001
    • 22 replies
    • 3.9k views
    • 
    • Tom Poje
    • March 15, 2002

28. 401(k) Safe Harbor Match fails 414(s)

    By bcmom, April 6, 2017   

    • 414(s) comp
    • safe harbor plan 401(k)
    • (and 1 more)

      Tagged with:

      • 414(s) comp
      • safe harbor plan 401(k)
      • mckay hochman prototype
    • 22 replies
    • 6k views
    • 
    • Tom Poje
    • April 11, 2017

29. 401K loan question

    By Juan Falso, July 26, 2017   

    • 401k loan second
    • 22 replies
    • 3.3k views
    • 
    • Larry Starr
    • July 28, 2017

30. Top Heavy and Safe Harbor allocation

    By perplexedbypensions, February 28, 2019
    • 22 replies
    • 6.3k views
    • 
    • Tom Poje
    • March 8, 2019

31. Huge Breaking News - No More Chevron Deference

    By austin3515, June 28, 2024
    • 22 replies
    • 2.2k views
    • 
    • Luke Bailey
    • July 16, 2024

32. Are 401k's from former employee a problem?

    By Shuo, August 5, 2020
    • 22 replies
    • 8.3k views
    • 
    • MoJo
    • August 12, 2020

33. 60-63 Catch-ups Automatically Incorporated Relius Documents

    By austin3515, September 8, 2024
    • 22 replies
    • 2.1k views
    • 
    • austin3515
    • September 18, 2024

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

    By BG5150, December 2, 2019
    • 22 replies
    • 3.4k views
    • 
    • Doc Ument
    • December 10, 2019

35. interim valuation

    By Jim Chad, May 16, 2016
    • 22 replies
    • 3.8k views
    • 
    • hr for me
    • May 25, 2016

36. Lifetime Income illustrations

    By Micheleciz, March 17, 2022
    • 22 replies
    • 2k views
    • 
    • austin3515
    • August 31, 2022

37. non profit 401(k)

    By Lori H, January 27, 2009
    • 22 replies
    • 3.4k views
    • 
    • Guest
    • January 30, 2009

38. Salary Reduced Due To Top Heavy Payment

    By Guest matt2002, February 13, 2002
    • 22 replies
    • 4.1k views
    • 
    • EGB
    • July 10, 2008

39. Can employer make me take my 401(k) account in cash? Over $5,000, but all rollover money.

    By Guest cfaz13, September 25, 2003
    • 22 replies
    • 19.1k views
    • 
    • ljr
    • September 26, 2003

40. Late contributions to 401k. Use DOL calculator for all contribution types?

    By Francis, July 1, 2019
    • 22 replies
    • 7.8k views
    • 
    • pmacduff
    • November 21, 2019

41. EGTRRA: Catch-up Contrib Eligibility

    By Guest cole stevenson, July 6, 2001
    • 22 replies
    • 4.8k views
    • 
    • MGB
    • October 17, 2001

42. Spreadsheet (?) to determine controlled group

    By BG5150, November 29, 2007
    • 22 replies
    • 6.9k views
    • 
    • Tom Poje
    • July 15, 2023

43. Vesting Amendment - 3 years of service required to get election rights

    By Guest Ducks, December 10, 2004
    • 22 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • December 14, 2004

44. Things that make you go Hmmm...

    By austin3515, October 21, 2020
    • 22 replies
    • 1.8k views
    • 
    • Peter Gulia
    • October 22, 2020

45. Top heavy

    By Guest Sieve, September 29, 2009
    • 22 replies
    • 2.2k views
    • 
    • Guest
    • May 24, 2010

46. Match formulas

    By Guest Peggy806, February 27, 2009
    • 22 replies
    • 4.9k views
    • 
    • Tom Poje
    • May 6, 2009

47. can a person with power of attorney change a beneficiary designation

    By Guest tcaldwell, December 3, 2003
    • 22 replies
    • 34.3k views
    • 
    • jpod
    • January 22, 2016

48. 401k enrollment forms

    By austin3515, March 4, 2011
    • 22 replies
    • 2.2k views
    • 
    • GMK
    • March 4, 2011

49. Individual self directed subaccounts restricted to a specified minimum

    By Guest Joe Twidwell, February 25, 2003
    • 22 replies
    • 3.7k views
    • 
    • mbozek
    • April 26, 2003

50. Boxer/Corzine Bill: What effect will it have on your plans?

    By Guest panzermanpanzerman, January 15, 2002
    • 21 replies
    • 2.8k views
    • 
    • Bill Berke
    • January 25, 2002