401(k) Plans

19,319 topics in this forum

1. After tax conversions to Roth

   By BW, December 4, 2018
   • 18 replies
   • 2.8k views
   • 
   • cdavis25
   • October 27, 2021

2. 401K and Cafeteria Plans

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

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

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

4. Key Employee definition under EGTRRA

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

5. Trustee Refusing To Approve Distribution

   By Stash026, November 14, 2018
   • 13 replies
   • 2.8k views
   • 
   • Larry Starr
   • December 1, 2018

6. Commission-Only Employees

   By Guest Tad77, May 20, 2009
   • 5 replies
   • 2.8k views
   • 
   • Blinky the 3-eyed Fish
   • May 26, 2009

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

   By Guest dulan, October 22, 2006
   • 2 replies
   • 2.8k views
   • 
   • Locust
   • October 23, 2006

8. Deemed Loan in 401(k) Plan

   By lisabroc, August 21, 2015
   • 16 replies
   • 2.8k views
   • 
   • lisabroc
   • August 27, 2015

9. 401(a)(4) Testing

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

10. Otherwise Excludable Employees and ADP Testing

    By EBECatty, May 27, 2021
    • 9 replies
    • 2.8k views
    • 
    • BG5150
    • May 27, 2021

11. Plan document restatement

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

12. QACA plans and Roth

    By Kimberly S, July 12, 2007
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • July 14, 2007

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

    By Luke Bailey, August 2, 2018   

    • partial termination
    • 9 replies
    • 2.8k views
    • 
    • Luke Bailey
    • August 8, 2018

14. Maximum Loan Amount

    By emmetttrudy, April 1, 2011
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • May 17, 2011

15. persuading Fidelity to fix an error

    By K2retire, June 4, 2015
    • 7 replies
    • 2.8k views
    • 
    • Kevin C
    • June 5, 2015

16. Completing Form 5330 for Late Deferrals

    By Guest KAGrist, October 15, 2001
    • 2 replies
    • 2.8k views
    • 
    • KJohnson
    • October 16, 2001

17. H2B workers

    By R. Butler, January 5, 2015
    • 5 replies
    • 2.8k views
    • 
    • Kevin C
    • January 7, 2015

18. New 401k plan, funds not being deposited into account

    By Guest ironhead1230, August 25, 2006
    • 1 reply
    • 2.8k views
    • 
    • wsp
    • August 25, 2006

19. Hardship Distribution vs. Known Divorce

    By Guest Taxaholic, July 3, 2007
    • 6 replies
    • 2.8k views
    • 
    • Mike Preston
    • July 3, 2007

20. Plan entry of employees when Predecessor Employer Service is counted.

    By Guest Sara H, September 20, 2001
    • 3 replies
    • 2.8k views
    • 
    • RCK
    • September 27, 2001

21. Changing the matching formula

    By Guest Kelly Igel, December 14, 2001
    • 3 replies
    • 2.8k views
    • 
    • RTK
    • August 29, 2002

22. What is "de minimus"?

    By K2retire, July 15, 2011
    • 9 replies
    • 2.8k views
    • 
    • austin3515
    • July 19, 2011

23. Cancelling a new loan

    By Guest msf, August 8, 2001
    • 2 replies
    • 2.8k views
    • 
    • pmacduff
    • August 9, 2001

24. Code Sec 404(a)(3) Deduction Limit - Can you count Comp of a Participa

    By Guest David Danziger, February 16, 1999
    • 6 replies
    • 2.8k views
    • 
    • PLAN MAN
    • February 18, 1999

25. Form 5500 for a Terminated- Bankrupt Plan

    By Nassau, September 14, 2010
    • 1 reply
    • 2.8k views
    • 
    • PensionPro
    • September 14, 2010

26. Guam and other US Territories

    By justatester, May 17, 2013
    • 1 reply
    • 2.8k views
    • 
    • TPApril
    • May 17, 2017

27. PEO/Form 5330 situation

    By Guest Robin Vatalaro, March 22, 2002
    • 11 replies
    • 2.8k views
    • 
    • Guest
    • April 2, 2002

28. Can a plan use the sole proprietor's social security number as its EIN

    By Guest Tara Curran, September 28, 2000
    • 6 replies
    • 2.8k views
    • 
    • Kristina
    • October 3, 2000

29. Davis Bacon/ Prevailing Wage Plan

    By JKW, June 29, 2010
    • 5 replies
    • 2.8k views
    • 
    • austin3515
    • June 29, 2010

30. eligibility

    By pmacduff, November 16, 2017
    • 9 replies
    • 2.8k views
    • 
    • Tom Poje
    • November 21, 2017

31. Ineligible Employee making 401K contributions

    By Guest Ed Walker, March 18, 2003
    • 1 reply
    • 2.8k views
    • 
    • Tom Poje
    • March 18, 2003

32. Prohibited Transactions

    By justatester, July 12, 2010
    • 3 replies
    • 2.8k views
    • 
    • austin3515
    • July 13, 2010

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

    By austin3515, January 23, 2018
    • 13 replies
    • 2.8k views
    • 
    • AlbanyConsultant
    • March 19, 2021

34. Allowed Early Entry into 401k Plan

    By preErisa, January 11, 2016   

    • Early Entry
    • 9 replies
    • 2.8k views
    • 
    • austin3515
    • January 13, 2016

35. Gateway and Fail Safe Language

    By sdix401k, February 19, 2014
    • 7 replies
    • 2.8k views
    • 
    • Belgarath
    • April 18, 2014

36. IRS notice re: Fidelity Bond

    By Earl, January 8, 2014
    • 3 replies
    • 2.8k views
    • 
    • masteff
    • January 17, 2014

37. ASPA Question

    By stevena, August 12, 2003
    • 8 replies
    • 2.8k views
    • 
    • david rigby
    • August 12, 2003

38. Failed ADP Test

    By goldtpa, October 27, 2010
    • 8 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 28, 2010

39. 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

40. ATMs

    By DTH, March 31, 2005
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • April 5, 2005

41. automatic enrollment notice

    By Tom Poje, November 14, 2007
    • 4 replies
    • 2.8k views
    • 
    • four01kman
    • November 19, 2007

42. 3% safe harbor for union employees

    By jkharvey, November 7, 2000
    • 7 replies
    • 2.8k views
    • 
    • Noah
    • March 31, 2022

43. Excluding Phantom Stock Distributions

    By Below Ground, August 21, 2020
    • 7 replies
    • 2.8k views
    • 
    • Luke Bailey
    • August 27, 2020

44. Beneficial Interest / Controlled Groups

    By austin3515, February 5, 2019
    • 9 replies
    • 2.8k views
    • 
    • PensionPro
    • February 5, 2019

45. Boss sold practice in 8/15. Termination letter of 401k 4/16

    By daniellerdh05, April 29, 2016   

    • Shady 401K by employer
    • 18 replies
    • 2.8k views
    • 
    • Lou S.
    • April 29, 2016

46. Per Stirpes Beneficiary Designation

    By sdix401k, April 23, 2019
    • 6 replies
    • 2.8k views
    • 
    • sdix401k
    • April 26, 2019

47. Safe Harbor Match -Comp Definition

    By Guest Cheri_Rose, July 11, 2006
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • August 14, 2006

48. Is a not-for-profit company's 401(k) plan exempt from filing Form 5500?

    By Lori Foresz, September 16, 2003
    • 6 replies
    • 2.8k views
    • 
    • goldtpa
    • September 19, 2003

49. 415 Excess Suspense Account

    By SMB, March 20, 2000
    • 0 replies
    • 2.8k views
    • 
    • SMB
    • March 20, 2000

50. Match in excess of formula and ACP Test

    By commishvp, March 1, 2007
    • 6 replies
    • 2.8k views
    • 
    • fiona1
    • March 1, 2007