401(k) Plans

19,337 topics in this forum

1. Safe harbor match withdrawal restrictions

   By PAL, September 25, 2006
   • 2 replies
   • 2.9k views
   • 
   • Tom Poje
   • September 25, 2006

2. What to do with after tax 401K contributions

   By Guest MikeF, August 20, 2000
   • 3 replies
   • 2.9k views
   • 
   • MWeddell
   • August 21, 2000

3. Determination of > 5% Owner Status

   By Guest JSCOTT, January 31, 2005
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • February 3, 2005

4. Pre-tax 401k Rolled into a ROth IRA

   By austin3515, September 14, 2009
   • 12 replies
   • 2.9k views
   • 
   • austin3515
   • September 20, 2009

5. Entry Dte

   By DTH, May 25, 2005
   • 8 replies
   • 2.9k views
   • 
   • rcline46
   • May 26, 2005

6. Employer match in Safe Harbor 401k

   By Lori H, November 21, 2008
   • 11 replies
   • 2.9k views
   • 
   • Tom Poje
   • December 3, 2008

7. Gateway Testing

   By justatester, December 8, 2011
   • 3 replies
   • 2.9k views
   • 
   • Lou S.
   • December 8, 2011

8. 401K money used to start a small business?

   By Guest quickfox, February 28, 2001
   • 15 replies
   • 2.9k views
   • 
   • Bill Berke
   • March 13, 2001

9. Distribution upon Sale of Subsidiary

   By Scott, February 2, 1999
   • 5 replies
   • 2.9k views
   • 
   • QDROphile
   • February 3, 1999

10. Suspension of 401k Loan payments

    By Roger, December 16, 2020   

    • 401k loan repayments
    • 16 replies
    • 2.9k views
    • 
    • Luke Bailey
    • December 25, 2020

11. Can contributions exceed compensation?

    By Guest Bob Monte, March 20, 2002
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • March 21, 2002

12. What is deadline for making a QNEC?

    By Guest Theresa, October 26, 1999
    • 1 reply
    • 2.9k views
    • 
    • Ervin Barham
    • October 27, 1999

13. Too late for 401(k)?

    By Brenda Wren, December 13, 2002
    • 15 replies
    • 2.9k views
    • 
    • Archimage
    • December 19, 2002

14. Impact of Enhanced Vesting Schedule on Terminated Participants

    By 401 Chaos, March 22, 2010
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • April 5, 2013

15. Rainmaker Plus

    By Guest Dolores, November 5, 2007
    • 7 replies
    • 2.9k views
    • 
    • Peanut Butter Man
    • November 7, 2007

16. Forfeiture Reallocations Timing

    By Guest Charles G, December 22, 2000
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • December 27, 2000

17. QDRO Pending?

    By austin3515, April 23, 2010
    • 3 replies
    • 2.9k views
    • 
    • GMK
    • April 23, 2010

18. Does 401K pretax contribution stop automatically at limit?

    By Guest Rita555, February 27, 2011
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • February 28, 2011

19. Solo k for Sole Proprietor - Computation of Contributions for Proprietor Based on Earned Income

    By rocknrolls2, September 22, 2021
    • 13 replies
    • 2.9k views
    • 
    • Mike Preston
    • September 25, 2021

20. Safe Harbor 3% funded each payroll

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

21. Entry date of July 1 and 3% safe harbor

    By Guest rffahey, December 30, 2003
    • 6 replies
    • 2.9k views
    • 
    • Mike Preston
    • December 30, 2003

22. Have a profit sharing plan question

    By Guest DonnaF, May 17, 2011
    • 10 replies
    • 2.9k views
    • 
    • Tom Poje
    • May 19, 2011

23. Corbel vs Accudraft

    By Guest Giovanni, August 27, 2004
    • 9 replies
    • 2.9k views
    • 
    • Archimage
    • October 27, 2005

24. Failure to suspend deferrals following hardship withdrawal

    By Belgarath, September 13, 2006
    • 6 replies
    • 2.9k views
    • 
    • Zoey
    • August 15, 2009

25. Missed Loan repayment

    By Guest lbz123, July 23, 2009
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • July 28, 2009

26. Fideility will not tell me anything and I am only survivor

    By Guest dulan, October 22, 2006
    • 2 replies
    • 2.9k views
    • 
    • Locust
    • October 23, 2006

27. Impact of New CA Law ??

    By Guest halka, January 29, 2002
    • 11 replies
    • 2.9k views
    • 
    • mbozek
    • February 25, 2002

28. persuading Fidelity to fix an error

    By K2retire, June 4, 2015
    • 7 replies
    • 2.9k views
    • 
    • Kevin C
    • June 5, 2015

29. 401k Funded Business (ROBS) Exempt in Personal Bankruptcy?

    By Stephen Michael, October 31, 2019   

    • 401k
    • robs
    • (and 2 more)

      Tagged with:

      • 401k
      • robs
      • personal bankruptcy
      • exemption
    • 6 replies
    • 2.9k views
    • 
    • Larry Starr
    • November 1, 2019

30. Cancel 401k and withdraw funds before 59 1/2.

    By Guest Michael G., January 31, 2001
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 31, 2001

31. Catch-up Contributions and the "Employer Provided Limit"

    By Guest wolfman, December 5, 2001
    • 11 replies
    • 2.9k views
    • 
    • Dawn Hafner
    • August 4, 2003

32. Plan offers brokerage to only those with substantial balances - discri

    By MR, October 25, 2000
    • 8 replies
    • 2.9k views
    • 
    • MoJo
    • October 27, 2000

33. Effect of Participant's Death on Outstanding Loan

    By Guest rocnrols2, September 13, 2005
    • 4 replies
    • 2.9k views
    • 
    • Alf
    • September 14, 2005

34. Can a 401(k) account be segregated into 2 IRA accounts for the purposes of segregating the pre-tax and after-tax dollars?

    By Guest need help, September 29, 2004
    • 14 replies
    • 2.9k views
    • 
    • jevd
    • September 30, 2004

35. 5330's and Late 401(k) Contributions

    By Guest erisafried, April 10, 2001
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • April 12, 2001

36. Control Group and Plan Termination

    By Guest fidelityrose, January 26, 2010
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • February 4, 2010

37. Sarbanes-Oxley Blackout Notice Issues

    By Guest Jose Rosario, February 6, 2003
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • February 21, 2003

38. Bottom up QNEC guidence

    By Guest cohenron, March 3, 2004
    • 9 replies
    • 2.9k views
    • 
    • austin3515
    • September 13, 2006

39. Terminating a 401k and starting a Simple IRA

    By Guest LSULLIVAN, November 6, 2007
    • 3 replies
    • 2.9k views
    • 
    • dmwe
    • November 21, 2007

40. Which fees can be charged to participants?

    By Guest TBene, January 27, 1999
    • 7 replies
    • 2.9k views
    • 
    • Wessex
    • January 28, 1999

41. Changing a fiscal year plan to a calendar year plan with the plan sponsor remaining on the fiscal year

    By Guest Diane DuFresne, November 27, 2013
    • 1 reply
    • 2.9k views
    • 
    • BG5150
    • November 27, 2013

42. Write-up on Roth 1099-R Codes?

    By austin3515, January 23, 2018
    • 13 replies
    • 2.9k views
    • 
    • AlbanyConsultant
    • March 19, 2021

43. Form for relying on a participant’s written statement that she has a hardship?

    By Peter Gulia, August 4, 2023   

    • hardship; self-certification; secure 2.0
    • 21 replies
    • 2.9k views
    • 
    • MoJo
    • August 9, 2023

44. SH that Excludes HCE's and Discretionary Match

    By austin3515, May 23, 2011
    • 15 replies
    • 2.9k views
    • 
    • Tom Poje
    • May 24, 2011

45. Confused about coverage testing

    By Guest DIGMYDOG, August 27, 2003
    • 5 replies
    • 2.9k views
    • 
    • Tom Poje
    • August 28, 2003

46. QNEC in Average Benefits - A Real Doozy...

    By austin3515, January 29, 2011
    • 10 replies
    • 2.9k views
    • 
    • ESOP Guy
    • February 3, 2011

47. Who are the participants "affected" by partial termination

    By Luke Bailey, August 2, 2018   

    • partial termination
    • 9 replies
    • 2.9k views
    • 
    • Luke Bailey
    • August 8, 2018

48. part-timers and eligibility

    By Guest ARSNASH, April 2, 2007
    • 4 replies
    • 2.9k views
    • 
    • J Simmons
    • April 3, 2007

49. Plan compensation defined per A.A.

    By Lori H, September 18, 2013
    • 8 replies
    • 2.9k views
    • 
    • rcline46
    • September 19, 2013

50. Notice requirement - changing 401k match

    By max2000, January 14, 2015   

    • 401k match
    • notice
    • 2 replies
    • 2.9k views
    • 
    • max2000
    • January 23, 2015