401(k) Plans

19,275 topics in this forum

1. conversion confusion

   By PensionNewbee, June 2, 2004
   • 2 replies
   • 2.8k views
   • 
   • Guest
   • June 7, 2004

2. missed 2013 Form 8955-SSA

   By cpc0506, February 10, 2015
   • 13 replies
   • 2.8k views
   • 
   • chc93
   • October 12, 2017

3. "Retired" versus "Quit"

   By ldr, January 17, 2018   

   • contributions
   • retirement
   • (and 1 more)

     Tagged with:

     • contributions
     • retirement
     • coding
   • 23 replies
   • 2.8k views
   • 
   • ESOP Guy
   • January 19, 2018

4. QACA Rules

   By Brenda Wren, April 12, 2010
   • 1 reply
   • 2.8k views
   • 
   • Brenda Wren
   • April 12, 2010

5. Excess Contribution and ADP Testing

   By Guest AJM 34, August 3, 2007
   • 7 replies
   • 2.8k views
   • 
   • Tom Poje
   • August 13, 2007

6. safe harbor maybe

   By cpc0506, January 31, 2013
   • 5 replies
   • 2.8k views
   • 
   • Kevin C
   • January 31, 2013

7. ADP tests and Top Heavy

   By Guest CAG1, July 14, 2008
   • 11 replies
   • 2.8k views
   • 
   • Guest
   • July 16, 2008

8. ADP vs. 402g failure - priority?

   By AlbanyConsultant, October 14, 2019
   • 5 replies
   • 2.8k views
   • 
   • MDCPA
   • October 17, 2019

9. Elapsed Time Vesting

   By MBCarey, June 28, 2012
   • 1 reply
   • 2.8k views
   • 
   • Tom Poje
   • June 28, 2012

10. Have a profit sharing plan question

    By Guest DonnaF, May 17, 2011
    • 10 replies
    • 2.8k views
    • 
    • Tom Poje
    • May 19, 2011

11. Spousal rollover of loan due to death distribution

    By FundeK, January 30, 2009
    • 6 replies
    • 2.8k views
    • 
    • Kevin C
    • January 30, 2009

12. ACP prior year test w/ no prior year match

    By Guest tmills, January 26, 2010
    • 8 replies
    • 2.8k views
    • 
    • Tom Poje
    • January 28, 2010

13. Effect of Participant's Death on Outstanding Loan

    By Guest rocnrols2, September 13, 2005
    • 4 replies
    • 2.8k views
    • 
    • Alf
    • September 14, 2005

14. 401k spousal consent to distribution

    By Guest mariaguzzetta, April 8, 2002
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • April 8, 2002

15. Lifetime Income Illustration Formula

    By JOH, August 25, 2021
    • 8 replies
    • 2.8k views
    • 
    • 401king
    • February 25, 2022

16. ADP/ACP refunds - 2 1/2 month deadline

    By fiona1, January 27, 2006
    • 3 replies
    • 2.8k views
    • 
    • MWeddell
    • January 31, 2006

17. 401k Contributions...Base or including OT

    By Guest Nabrin, March 12, 2004
    • 11 replies
    • 2.8k views
    • 
    • QDROphile
    • March 30, 2004

18. Owner wants separate plan from union

    By Guest Bear, December 7, 2004
    • 8 replies
    • 2.8k views
    • 
    • SoCalActuary
    • December 8, 2004

19. Plan Loans Maximum Allowed

    By jquazza, January 21, 2005
    • 15 replies
    • 2.8k views
    • 
    • jquazza
    • January 21, 2005

20. Safe Harbor Plan

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

21. Unsigned Adoption Agreement

    By Spencer, January 30, 2001
    • 2 replies
    • 2.8k views
    • 
    • Bill Berke
    • January 31, 2001

22. same desk rule in asset sale

    By Gudgergirl, June 22, 2009
    • 2 replies
    • 2.8k views
    • 
    • masteff
    • June 23, 2009

23. Canadian Employee Working in US

    By Guest Denise S. Prince, February 4, 2000
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • February 12, 2000

24. 401k elective deferral limits

    By Gary, November 19, 2008
    • 15 replies
    • 2.8k views
    • 
    • masteff
    • November 20, 2008

25. Wife is sole mbr LLC and trustee of 401K plan which invests in husbands privately held partnership

    By RC50, October 26, 2016
    • 19 replies
    • 2.8k views
    • 
    • shERPA
    • October 31, 2016

26. Deferral of bonus compensation after plan termination

    By Guest wolfpack, June 10, 1999
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • June 16, 1999

27. Can you stop and restart Safe Harbor Match Contributions the same Plan

    By Guest UKH, January 4, 2001
    • 1 reply
    • 2.8k views
    • 
    • wmyer
    • January 4, 2001

28. Mergers & Acquisitions- Merging 401(K) Plans.

    By Guest RichardLHill, February 24, 1999
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • March 5, 1999

29. QDRO for a Nonqualified Deferred Compensation Plan

    By Guest koolkid, November 25, 2002
    • 5 replies
    • 2.8k views
    • 
    • mbozek
    • November 26, 2002

30. Fully Vested Match = QMAC?

    By legort69, January 23, 2019
    • 12 replies
    • 2.8k views
    • 
    • MWeddell
    • December 6, 2019

31. Plan document restatement

    By Gary, July 10, 2009
    • 3 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • July 10, 2009

32. Beneficiary on a Life Policy

    By Guest MrT, April 27, 2005
    • 11 replies
    • 2.8k views
    • 
    • mbozek
    • April 29, 2005

33. Missed Loan repayment

    By Guest lbz123, July 23, 2009
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • July 28, 2009

34. 402g Excess-Can it be distributed after 4/15?

    By justatester, December 11, 2023
    • 9 replies
    • 2.8k views
    • 
    • Bird
    • December 12, 2023

35. Key Employee definition under EGTRRA

    By Guest Jane Freeman, November 15, 2001
    • 5 replies
    • 2.8k views
    • 
    • R. Butler
    • November 16, 2001

36. 401K and Cafeteria Plans

    By Guest Lex, November 20, 2002
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • November 20, 2002

37. Wrong Contribution what to do with interest

    By PFranckowiak, May 16, 2017
    • 31 replies
    • 2.8k views
    • 
    • RatherBeGolfing
    • May 19, 2017

38. TPA fees passed to TERM Paticipants

    By PainPA, February 10, 2012
    • 24 replies
    • 2.8k views
    • 
    • GMK
    • February 16, 2012

39. ACP Refund Correction Method

    By jmartin, September 1, 2016
    • 7 replies
    • 2.8k views
    • 
    • Tom Poje
    • September 7, 2016

40. Payout of participants with balance <$5,000

    By Guest wallacea, February 28, 2000
    • 7 replies
    • 2.8k views
    • 
    • K2retire
    • July 23, 2009

41. Casual Labor Employees

    By Guest TLCPension, January 15, 2003
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • January 15, 2003

42. College Tuition 401k Hardship Withdrawal Question

    By College Run, May 1, 2019
    • 2 replies
    • 2.8k views
    • 
    • Pam Shoup
    • May 1, 2019

43. Trust EIN number questions.

    By wsp, October 24, 2002
    • 1 reply
    • 2.8k views
    • 
    • E as in ERISA
    • October 25, 2002

44. Administration of catch up contributions

    By Guest Diane DuFresne, February 5, 2002
    • 17 replies
    • 2.8k views
    • 
    • Guest
    • February 20, 2002

45. ROBS 401(k) with existing individual plan and loan

    By matth100, October 2, 2017
    • 8 replies
    • 2.8k views
    • 
    • imchipbrown
    • October 5, 2017

46. Form 5330 Lost Earnings

    By Becca, June 21, 2023   

    • 5330 late contributions
    • 5330
    • (and 1 more)

      Tagged with:

      • 5330 late contributions
      • 5330
      • missed earnings
    • 2 replies
    • 2.8k views
    • 
    • Below Ground
    • June 22, 2023

47. [Update] Excess deferral in 2017 (not corrected by April 15, 2018) with two unrelated employers/plans

    By Pxhesq, April 19, 2018   

    • 401(k)
    • excess deferral
    • 5 replies
    • 2.8k views
    • 
    • Kac1214
    • April 20, 2018

48. File Retention

    By Guest bernverd, June 5, 2008
    • 13 replies
    • 2.8k views
    • 
    • Guest
    • June 25, 2008

49. 401(a)(4) Testing

    By Guest LCOLLINS, May 9, 2006
    • 8 replies
    • 2.8k views
    • 
    • Mike Preston
    • May 9, 2006

50. Giving Investment Advice to Participants in 401(k) Plans

    By LCARUSI, December 27, 1999
    • 17 replies
    • 2.8k views
    • 
    • Jon Chambers
    • January 12, 2000