401(k) Plans

19,275 topics in this forum

1. Another Benefit Is Contingent on 401(k) Deferrals

   By Guest mrjones, July 10, 2006
   • 1 reply
   • 1.7k views
   • 
   • spartytax
   • June 17, 2015

2. Another Catch-up Qt (fiscal year)

   By Guest mab, May 25, 2006
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • May 26, 2006

3. Another Change in Vesting Schedule Question

   By Guest aciepluch, October 24, 2006
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • October 26, 2006

4. Another Control Group Question

   By coleboy, November 2, 2015
   • 4 replies
   • 991 views
   • 
   • Tom Poje
   • November 3, 2015

5. Another Control Group Question

   By goldtpa, October 30, 2009
   • 1 reply
   • 977 views
   • 
   • Belgarath
   • October 30, 2009

6. another deduction question

   By thepensionmaven, December 30, 1999
   • 0 replies
   • 1.4k views
   • 
   • thepensionmaven
   • December 30, 1999

7. Another ECPRS Retroactive Eligibility Amendment question

   By RatherBeGolfing, April 5, 2017
   • 2 replies
   • 655 views
   • 
   • RatherBeGolfing
   • April 7, 2017

8. another excess deferral question

   By TPAnnie, February 5, 2009
   • 17 replies
   • 3.8k views
   • 
   • Guest
   • February 12, 2009

9. Another Extension for 5500 filing

   By LCARUSI, October 13, 1998
   • 7 replies
   • 4.1k views
   • 
   • Guest
   • October 16, 1998

10. another fiscal year catch-up question

    By R. Butler, April 30, 2014
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • May 2, 2014

11. Another HCE question

    By Brenda Wren, February 21, 2007
    • 1 reply
    • 1k views
    • 
    • Bob R
    • February 22, 2007

12. Another Individual (k) Question

    By Guest EAS, December 23, 2004
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 23, 2004

13. Another Ineligible 401(k) Contribution Question

    By 401kAllTheWay, September 8, 2023   

    • correction method
    • 8 replies
    • 780 views
    • 
    • 401kAllTheWay
    • September 8, 2023

14. Another life insurance question

    By Guest Robertd, August 21, 2012
    • 6 replies
    • 1.1k views
    • 
    • K2retire
    • August 22, 2012

15. Another LTPT Inquiry

    By thepensionmaven, June 27
    • 8 replies
    • 791 views
    • 
    • RatherBeGolfing
    • June 30

16. Another LTPT Question - (sorry)

    By Gilmore, October 17, 2023
    • 5 replies
    • 921 views
    • 
    • LANDO
    • October 19, 2023

17. Another question related to severance pay

    By jkharvey, May 6, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • May 6, 2005

18. Another reason to hate SIMPLE 401k

    By Flyboyjohn, October 16, 2015
    • 1 reply
    • 737 views
    • 
    • Tom Poje
    • October 19, 2015

19. Another rehire question

    By ombskid, May 9, 2010
    • 2 replies
    • 1k views
    • 
    • PLAN MAN
    • May 10, 2010

20. Another Roth 401(k) question

    By FJR, October 27, 2005
    • 8 replies
    • 2.1k views
    • 
    • bzorc
    • November 1, 2005

21. another safe Harbor 401(K)

    By thepensionmaven, June 15, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • June 15, 2009

22. Another Safe Harbor Question

    By imchipbrown, April 12, 2000
    • 7 replies
    • 1.7k views
    • 
    • Alf
    • April 21, 2000

23. Another Safe Harbor/Top Heavy Question

    By Guest wayneiser, February 26, 2004
    • 1 reply
    • 997 views
    • 
    • Archimage
    • February 26, 2004

24. Another severance pay ?

    By jaemmons, January 14, 2005
    • 4 replies
    • 1.7k views
    • 
    • GBurns
    • January 19, 2005

25. Another SH Question. Has anyone had a 401k SH Plan audited by IRS and had the Auditor ask to see the SH Notice?

    By jkharvey, June 17, 2005
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • June 17, 2005

26. Another Short Plan Year Question

    By Hoard1, November 3, 1999
    • 2 replies
    • 1.4k views
    • 
    • Hoard1
    • November 3, 1999

27. Another Short Year Safe Harbor Questions

    By thepensionmaven, October 20, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 21, 1999

28. Another suspend safe harbor question - sorry

    By Gilmore, March 26, 2020
    • 2 replies
    • 555 views
    • 
    • Gilmore
    • March 26, 2020

29. Another TH 401(k) Issue

    By Guest TitusracerX, April 7, 2003
    • 10 replies
    • 1.4k views
    • 
    • R. Butler
    • April 8, 2003

30. Another Top Heavy Question

    By Guest KD40, February 7, 2003
    • 9 replies
    • 2.1k views
    • 
    • Earl
    • February 22, 2003

31. Another Top Paid Group Question

    By MarZDoates, August 26, 2014
    • 12 replies
    • 3.5k views
    • 
    • BG5150
    • August 27, 2014

32. Another Top Paid Group question

    By FJR, January 27, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 27, 2004

33. Another triple match question

    By jkharvey, September 13, 2007
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • September 13, 2007

34. Anti-Cut back

    By Guest swodad, July 15, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 16, 2003

35. anti-cutback implications

    By Guest medinael, March 5, 2004
    • 3 replies
    • 1.6k views
    • 
    • KJohnson
    • March 5, 2004

36. Anti-Cutback: Timing Amendment Affect Benefits in Pay Status?

    By rocknrolls2, August 2, 2000
    • 0 replies
    • 1.6k views
    • 
    • rocknrolls2
    • August 2, 2000

37. Antialienation

    By Guest tonjer, November 7, 2002
    • 20 replies
    • 5.4k views
    • 
    • mbozek
    • November 12, 2002

38. Antialienation/ IRS Tax Levy

    By Guest tonjer, February 11, 2003
    • 23 replies
    • 6.2k views
    • 
    • Guest
    • February 14, 2003

39. Anticipated Medical Expenses for Hardship

    By Oh so SIMPLE, May 4, 2012
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • May 9, 2012

40. anticutback

    By Guest britneyspears, July 21, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 21, 2005

41. Any advantages for a plan year different from employer tax year?

    By Guest Doug Johnston, May 26, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • June 7, 2002

42. Any advice on converting a pdf of a Sungard plan doc to an xml file without access to the original software or template?

    By MeetMeInTheBackdoorRoth, May 19, 2022   

    • ftwilliam
    • document
    • (and 1 more)

      Tagged with:

      • ftwilliam
      • document
      • conversion
    • 2 replies
    • 609 views
    • 
    • CuseFan
    • May 19, 2022

43. Any amendments needed for plan termination besides GUST?

    By Guest Tom Collins, August 10, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 24, 1999

44. Any effect of a break-in-service for a 100% vested employee who remain

    By John A, December 3, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 6, 1999

45. Any Fix Possible for Improperly Defaulted Loans after 1099-R?

    By CMC, November 21, 2020
    • 0 replies
    • 289 views
    • 
    • CMC
    • November 21, 2020

46. Any good article on multiple testing failures?

    By John A, December 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • John A
    • December 30, 1999

47. Any guidance on who has the responsibility for monitoring 402(g) limit

    By John A, August 8, 2000
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • August 9, 2000

48. Any issues to watch out for if the PS contribution is based on a participant making elective deferrals?

    By jkharvey, June 4, 2015
    • 5 replies
    • 820 views
    • 
    • ESOP Guy
    • June 4, 2015

49. Any limit imposed by the regs or code on the amount of a hardhsip dist

    By k man, August 29, 2000
    • 5 replies
    • 1.7k views
    • 
    • Richard Anderson
    • August 30, 2000

50. Any limits on auto enrollment/auto increase?

    By Carol V. Calhoun, March 10, 2021
    • 4 replies
    • 2k views
    • 
    • BG5150
    • March 10, 2021