401(k) Plans

19,337 topics in this forum

1. Brokerage accounts and plan sponsor responsibility

   By ejohnke, August 29, 2023
   • 8 replies
   • 1.6k views
   • 
   • Peter Gulia
   • August 31, 2023

2. Maybe Notice of SH Match

   By DP, November 20, 2003
   • 8 replies
   • 1.6k views
   • 
   • Archimage
   • November 20, 2003

3. Quarterly vesting

   By Dan, May 6, 2022
   • 8 replies
   • 962 views
   • 
   • Dan
   • May 11, 2022

4. Can a 401(k) plan accept a rollover from the federal government's Thr

   By Guest wallacea, September 28, 2000
   • 8 replies
   • 2.5k views
   • 
   • Guest
   • October 3, 2000

5. 401(k) Withdrawals while still working

   By Guest blackacre, February 13, 2003
   • 8 replies
   • 2.7k views
   • 
   • Mike Preston
   • February 14, 2003

6. 404(a)(5) and plans that cover only owners

   By 12AX7, July 31, 2012
   • 8 replies
   • 1.2k views
   • 
   • austin3515
   • July 31, 2012

7. Qualified Termination Administrtors (QTA)

   By Guest Midas, June 2, 2005
   • 8 replies
   • 3.5k views
   • 
   • AndyH
   • June 8, 2005

8. ERISA Outline Book Qrtly Update

   By blue, March 1, 2007
   • 8 replies
   • 1.6k views
   • 
   • Don Levit
   • March 2, 2007

9. Stumped on Plan Loan/Payroll Repayment Default Issue

   By ERISAatty, July 24, 2009
   • 8 replies
   • 7.7k views
   • 
   • Peter Gulia
   • July 28, 2009

10. Playing fast and loose with Catch-up?

    By Towanda, September 13, 2018
    • 8 replies
    • 2.4k views
    • 
    • Lou S.
    • September 14, 2018

11. EPCRS Missed Deferral Opportunity

    By austin3515, May 9, 2022
    • 8 replies
    • 846 views
    • 
    • Luke Bailey
    • May 11, 2022

12. Employee Irrevocable Election NOT to Participate - Hypothetical Questi

    By Guest glhotdog, May 14, 1999
    • 8 replies
    • 6.9k views
    • 
    • Guest
    • August 29, 2000

13. Fixing missed top-heavy contributions: OK to retroactively contribute

    By Hoard1, July 17, 2000
    • 8 replies
    • 3.7k views
    • 
    • Richard Anderson
    • July 23, 2000

14. CARES Act loan repayment suspension

    By Ian, August 1, 2020
    • 8 replies
    • 911 views
    • 
    • Bird
    • August 4, 2020

15. Hazard pay - state grant

    By Belgarath, September 29, 2020
    • 8 replies
    • 923 views
    • 
    • Belgarath
    • October 1, 2020

16. Define contributions used in Average Benefit Test

    By Guest DJean, February 16, 2001
    • 8 replies
    • 5.4k views
    • 
    • Richard Anderson
    • February 21, 2001

17. Loan Fees on SPD

    By Guest KJSpaeth, October 14, 2002
    • 8 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • October 15, 2002

18. 401(k) sponsor converts to employee leasing

    By Guest Mike Kimball, May 12, 1999
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • May 17, 1999

19. Obligation to vet rollover recipient

    By austin3515, August 11, 2015
    • 8 replies
    • 1.3k views
    • 
    • Peter Gulia
    • August 12, 2015

20. Terminating Standardized 401 Plans - can anyone recommend an organizat

    By Guest dflin, September 22, 1999
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • August 30, 2000

21. S-Corp Shareholder Compensation

    By ac, January 14, 2013
    • 8 replies
    • 13k views
    • 
    • ERISAGal
    • February 24, 2021

22. 1% key employees and options

    By Griswold, March 6, 2022
    • 8 replies
    • 1.3k views
    • 
    • Luke Bailey
    • March 10, 2022

23. ADP/ACP excess employer excise tax calculation

    By RRB, April 11, 2011
    • 8 replies
    • 4.3k views
    • 
    • Guest
    • August 14, 2013

24. timing of profit sharing contribution for related employers

    By k man, April 18, 2006
    • 8 replies
    • 2.4k views
    • 
    • WDIK
    • April 19, 2006

25. One to One correction

    By austin3515, August 2, 2012
    • 8 replies
    • 3.4k views
    • 
    • fiona1
    • August 6, 2012

26. Publisher - Graphic Designer... Control Group?

    By K-t-F, October 31, 2017   

    • control group
    • 8 replies
    • 816 views
    • 
    • Mike Preston
    • November 16, 2017

27. 5500EZ or SF

    By VirginiaTPA, July 8, 2021   

    • 5500
    • 5500ez
    • (and 2 more)

      Tagged with:

      • 5500
      • 5500ez
      • 5500sf
      • 5500 count
    • 8 replies
    • 944 views
    • 
    • BG5150
    • July 15, 2021

28. top paid group/top heavy

    By Chippy, August 14, 2013
    • 8 replies
    • 2.8k views
    • 
    • masteff
    • August 15, 2013

29. What is considered "by the deadline" for tax deductibility of contributions?

    By RAH401(k), September 14, 2018   

    • tax
    • deductions
    • (and 1 more)

      Tagged with:

      • tax
      • deductions
      • filing deadline
    • 8 replies
    • 2k views
    • 
    • Larry Starr
    • September 19, 2018

30. How do I obtain 401k information to roll over to an IRA?

    By Guest sgray, May 16, 1999
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • May 19, 1999

31. Non-U.S. Citizens in 401(k) Plan

    By Guest Kelly Igel, June 6, 2001
    • 8 replies
    • 11.2k views
    • 
    • Moe Howard
    • June 21, 2001

32. 401K Report Information

    By Guest pctesa, October 15, 2002
    • 8 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • October 16, 2002

33. 2002 Excessive employer withdrawal/contribution to my 401K

    By Guest blb, March 23, 2003
    • 8 replies
    • 2.2k views
    • 
    • 2muchstress
    • April 2, 2003

34. Implementation of Separate 401k and Keough?? and integration of existi

    By Guest Sppedraza, November 28, 2000
    • 8 replies
    • 2.2k views
    • 
    • KJohnson
    • December 6, 2000

35. Too Creative Design?

    By Jed Macy, November 21, 2001
    • 8 replies
    • 2.4k views
    • 
    • MWeddell
    • November 23, 2001

36. Common Control and Tax-Exempt Entities

    By JG-12, September 8, 2021
    • 8 replies
    • 1k views
    • 
    • JG-12
    • September 17, 2021

37. individual/solo 401(k) plans

    By Guest mporterst, June 30, 2005
    • 8 replies
    • 1.4k views
    • 
    • R. Butler
    • June 30, 2005

38. Missing Participants

    By Guest AdminFL, October 12, 2001
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • October 31, 2001

39. Deductible limit when an employer has both a DB and DC plan and at least one participant is covered by both plans

    By Lori Foresz, December 11, 2003
    • 8 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 12, 2003

40. Tiered match tied to service, not amount of deferrals

    By Guest TaxedToDeath, July 11, 2011
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • July 14, 2011

41. Forfeitures for Top Heavy

    By Madison71, March 28, 2012
    • 8 replies
    • 3.1k views
    • 
    • cpc0506
    • March 29, 2012

42. Beneficiary Distribution Options for Small Estates in California

    By ERISA-Bubs, December 22, 2017
    • 8 replies
    • 3.6k views
    • 
    • MoJo
    • December 26, 2017

43. Cost of late contribs--paid from plan?

    By BG5150, June 26, 2023
    • 8 replies
    • 966 views
    • 
    • Peter Gulia
    • June 26, 2023

44. Recover Embezzled Funds from Embezzler's 401k

    By Chris B, September 16, 2018   

    • 401k clawback embezzled funds
    • clawback
    • (and 2 more)

      Tagged with:

      • 401k clawback embezzled funds
      • clawback
      • embezzled
      • 401k
    • 8 replies
    • 2.8k views
    • 
    • Albert F
    • September 18, 2018

45. Are RMDs triggered once a distribution is taken?

    By asdfgdfa, August 16, 2019
    • 8 replies
    • 2.1k views
    • 
    • asdfgdfa
    • August 18, 2019

46. Two commingled plans in one trust fund?

    By ldr, March 8, 2021
    • 8 replies
    • 1.1k views
    • 
    • ldr
    • March 10, 2021

47. 401k Trustee

    By Guest pon66, September 20, 2001
    • 8 replies
    • 5.6k views
    • 
    • Guest
    • September 24, 2001

48. Match contribution with no definite formula

    By Guest At Peace, October 20, 2004
    • 8 replies
    • 2.2k views
    • 
    • WDIK
    • October 21, 2004

49. Can You Defer NOW for 2012?

    By Guest Jay345, February 25, 2013
    • 8 replies
    • 1.5k views
    • 
    • rcline46
    • February 27, 2013

50. Eligibility - Ft William Document

    By coleboy, May 31, 2018
    • 8 replies
    • 1.9k views
    • 
    • Doc Ument
    • June 4, 2018