401(k) Plans

19,320 topics in this forum

1. Solo 401k RMD

   By rtheis, December 4, 2024   

   • solo 401k
   • 9 replies
   • 1.1k views
   • 
   • FPGuy
   • December 6, 2024

2. 401(k) Safe Harbor

   By Guest ETodd, December 29, 2009
   • 9 replies
   • 1.9k views
   • 
   • pmacduff
   • December 31, 2009

3. Cares Act Distribution a BRF as far as protected benefits are concerned?

   By Purplemandinga, July 7, 2020
   • 9 replies
   • 654 views
   • 
   • Riley Britton
   • July 10, 2020

4. 410b test with sh match and disc match

   By Lou81, February 8, 2022
   • 9 replies
   • 2.3k views
   • 
   • Lou81
   • February 18, 2022

5. Rescinding Safe Harbor 401(k)

   By Lori H, March 24, 2010
   • 9 replies
   • 1.7k views
   • 
   • Kevin C
   • March 25, 2010

6. Termination For Embezzling Money + Profit Sharing

   By metsfan026, September 2, 2022
   • 9 replies
   • 1.8k views
   • 
   • Luke Bailey
   • September 7, 2022

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

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

8. Incorrect Rollover into 401(k) Plan

   By Guest marie567, February 2, 2002
   • 8 replies
   • 3.4k views
   • 
   • Alf
   • October 2, 2004

9. Excess Deferral Discovered after April 15th

   By Guest platte1, August 27, 2004
   • 8 replies
   • 1.8k views
   • 
   • Guest
   • August 30, 2004

10. Employer’s Combined Marginal Tax Rate -What does this mean

    By Alex Daisy, October 8, 2014
    • 8 replies
    • 1.2k views
    • 
    • Bird
    • October 13, 2014

11. Qualified Birth and Adoption

    By austin3515, June 11, 2021
    • 8 replies
    • 1.9k views
    • 
    • Luke Bailey
    • June 15, 2021

12. Safe Harbor Match only to NHCEs?

    By CAR, November 30, 2006
    • 8 replies
    • 2.5k views
    • 
    • CAR
    • December 6, 2006

13. additonal income for S corp owner

    By s2mone, February 1, 2019   

    • compenstion
    • s corp
    • (and 1 more)

      Tagged with:

      • compenstion
      • s corp
      • adp
    • 8 replies
    • 1.4k views
    • 
    • jpod
    • February 5, 2019

14. Forfeitures used to offset Participant Contributions?

    By Guest Vonnie RB, December 5, 2001
    • 8 replies
    • 3.1k views
    • 
    • QDROphile
    • December 6, 2001

15. K1 Income and Profit Share

    By Bill Henderson, February 14, 2021
    • 8 replies
    • 1.8k views
    • 
    • Jakyasar
    • February 23, 2021

16. Forgotten Enrollment Entry

    By Guest Twinky, July 11, 2008
    • 8 replies
    • 2.5k views
    • 
    • Peter Gulia
    • July 9, 2011

17. 401(a)(17) & EGTRRA

    By Guest Donkey Kong, June 4, 2002
    • 8 replies
    • 2.6k views
    • 
    • mbozek
    • June 6, 2002

18. Doctors' Wives & 401k

    By DP, November 2, 2004
    • 8 replies
    • 1.7k views
    • 
    • DP
    • November 3, 2004

19. Safe Harbor 3% funded each payroll

    By Rai401k, March 26, 2015
    • 8 replies
    • 2.9k views
    • 
    • Bird
    • April 15, 2015

20. Year-End Deadlines for 2016

    By 52626, September 15, 2015
    • 8 replies
    • 1.7k views
    • 
    • austin3515
    • September 16, 2015

21. In-Service Transfers

    By Guest psgross, January 31, 2005
    • 8 replies
    • 1.8k views
    • 
    • mbozek
    • February 2, 2005

22. Employee embezzles money, employer wants it back.

    By katieinny, August 12, 2005
    • 8 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 17, 2005

23. top heavy 401(k) Plan

    By Chippy, March 2, 2009
    • 8 replies
    • 1.8k views
    • 
    • Chippy
    • March 4, 2009

24. 8% Company Match- HCE Question

    By Guest ghenson08, December 12, 2013
    • 8 replies
    • 1.6k views
    • 
    • rcline46
    • December 12, 2013

25. Deferral Election: Dollar Amount or Percentage of Pay?

    By Lori H, January 31, 2017
    • 8 replies
    • 3k views
    • 
    • Lori H
    • January 31, 2017

26. Controlled Group - Spousal Attribution

    By LANDO, May 10, 2018   

    • controlled group
    • 401(k)
    • (and 1 more)

      Tagged with:

      • controlled group
      • 401(k)
      • spousal attribution
    • 8 replies
    • 4k views
    • 
    • JamesK
    • May 12, 2018

27. Maximum contribution at15K

    By JohnLong, December 30, 2019
    • 8 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • January 2, 2020

28. 401k Cash Surrender Value

    By 52626, March 10, 2023
    • 8 replies
    • 1.5k views
    • 
    • FPGuy
    • March 14, 2023

29. Former EE requesting SPD from 23 years ago

    By Brenda Wren, December 10, 2025
    • 8 replies
    • 1k views
    • 
    • Peter Gulia
    • December 12, 2025

30. Stupid Questions - Catch-Ups

    By Guest Chaffee, September 21, 2004
    • 8 replies
    • 1.6k views
    • 
    • QDROphile
    • September 24, 2004

31. Distribution to Bene's

    By Guest Twinky, November 2, 2006
    • 8 replies
    • 2k views
    • 
    • Guest
    • November 3, 2006

32. Confidentiality of Retirement Benefits

    By Guest Ella, October 3, 2001
    • 8 replies
    • 5k views
    • 
    • Kirk Maldonado
    • October 5, 2001

33. Embezzlement from corporation/plan sponsor by participant; any recourse for the plan sponsor?

    By Guest ELS, October 2, 2003
    • 8 replies
    • 1.8k views
    • 
    • Belgarath
    • October 6, 2003

34. benefits, rights and features?

    By thepensionmaven, July 5, 2018
    • 8 replies
    • 1.5k views
    • 
    • MWeddell
    • July 26, 2018

35. Safe Harbor plans and Top Heavy

    By Guest rffahey, January 10, 2005
    • 8 replies
    • 1.7k views
    • 
    • FJR
    • February 16, 2005

36. POA For Signing 5500

    By austin3515, July 15, 2010
    • 8 replies
    • 3.1k views
    • 
    • austin3515
    • September 27, 2010

37. Top Heavy Minimum / Plan Termination

    By austin3515, July 16, 2012
    • 8 replies
    • 4.2k views
    • 
    • austin3515
    • July 16, 2012

38. Fringe Benefits Issues

    By erinak03, September 16, 2019
    • 8 replies
    • 4.4k views
    • 
    • Luke Bailey
    • September 19, 2019

39. Entry date on plan effective date

    By steve45, February 11, 2022
    • 8 replies
    • 1.3k views
    • 
    • steve45
    • February 15, 2022

40. safe harbor cross tested plan - do terminees get a non elective contribution

    By k man, February 24, 2004
    • 8 replies
    • 1.6k views
    • 
    • WDIK
    • February 24, 2004

41. Withholding on retirement plan distributions/ 945 deposits

    By Pammie57, December 13, 2016
    • 8 replies
    • 1.9k views
    • 
    • austin3515
    • December 13, 2016

42. Controlled Group - Am I missing something?

    By seatpa, April 17, 2012
    • 8 replies
    • 1.5k views
    • 
    • seatpa
    • April 18, 2012

43. Straight profit sharing plan wants to buy a house

    By Lori H, January 2, 2007
    • 8 replies
    • 3k views
    • 
    • RCK
    • January 3, 2007

44. 401(k) Eve?

    By CuseFan, September 8, 2022
    • 8 replies
    • 579 views
    • 
    • BG5150
    • September 12, 2022

45. Transfer/Rollover II

    By Guest Redchip, August 20, 1999
    • 8 replies
    • 2.3k views
    • 
    • jlf
    • August 30, 1999

46. Amending Standardized Plan

    By austin3515, March 21, 2013
    • 8 replies
    • 1.2k views
    • 
    • austin3515
    • March 21, 2013

47. Hardship Withdrawal - Can this be done without directly involving my employer?

    By ufo9, September 14, 2020
    • 8 replies
    • 30.8k views
    • 
    • BG5150
    • September 16, 2020

48. Safe Harbor Correction

    By FT Retire, March 15, 2023
    • 8 replies
    • 1.1k views
    • 
    • bito'money
    • March 15, 2023

49. Forfeiture Account Use

    By Guest etu22, March 9, 2004
    • 8 replies
    • 17.2k views
    • 
    • Guest
    • March 9, 2004

50. 5500 Question, Profit Share Jan-2018

    By SJones, July 8, 2018   

    • cash-basis
    • accrual basis
    • 8 replies
    • 1.9k views
    • 
    • Kristina
    • July 9, 2018