401(k) Plans

19,275 topics in this forum

1. Employee Transfers to Foreign Subsidiaries

   By 401 Chaos, May 30, 2007
   • 8 replies
   • 6.8k views
   • 
   • Guest
   • May 30, 2007

2. DOL 401k Deposits Safe Harbpr

   By austin3515, February 15, 2010
   • 8 replies
   • 1.3k views
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   • masteff
   • February 15, 2010

3. controlled group; self-employed

   By pmacduff, September 24, 2012
   • 8 replies
   • 2.9k views
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   • pmacduff
   • September 25, 2012

4. 401(k) Plan - with Coverage, ADP/ACP failures

   By msmith, June 13, 2017
   • 8 replies
   • 1.5k views
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   • msmith
   • June 19, 2017

5. De minimus excise tax amount for Form 5330 late deposit?

   By Santo Gold, May 30, 2007
   • 8 replies
   • 16.9k views
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   • R. Butler
   • July 20, 2011

6. Coverage Testing in a Controlled Group

   By Archimage, May 11, 2004
   • 8 replies
   • 1.3k views
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   • Archimage
   • May 11, 2004

7. compensation cap

   By masteff, June 2, 2008
   • 8 replies
   • 2.6k views
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   • BG5150
   • June 3, 2008

8. Participant Count for form 5500

   By EBDI, July 11, 2013
   • 8 replies
   • 1.5k views
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   • BG5150
   • July 11, 2013

9. ASPPA Q&A Question 2014 - Anyone hear the discussion?

   By austin3515, October 19, 2015
   • 8 replies
   • 1.2k views
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   • austin3515
   • October 27, 2015

10. Employer Contribution Due Date

    By Stash026, May 14, 2021
    • 8 replies
    • 2k views
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    • Peter Gulia
    • May 20, 2021

11. Transfers between union and nonunion plans.

    By Guest revier, September 13, 2004
    • 8 replies
    • 6.4k views
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    • RCK
    • September 15, 2004

12. Safe Harbor Plan with different elig. and ADP Testing

    By buckaroo, October 9, 2013
    • 8 replies
    • 2.2k views
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    • Guest
    • October 21, 2013

13. In-Plan Roth Conversions

    By Guest Tom:, May 11, 2011
    • 8 replies
    • 2.3k views
    • 
    • masteff
    • May 12, 2011

14. Possible to request/receive specific plan provision approval to be included in IRS' favorable letter?

    By Guest Twitch, September 25, 2003
    • 8 replies
    • 1.9k views
    • 
    • GBurns
    • September 30, 2003

15. Hardship Distribution - Medical Expenses

    By Guest Karen Geiger, August 21, 2000
    • 8 replies
    • 8.6k views
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    • R. Butler
    • August 23, 2000

16. New plan after plan termination

    By Guest Achilles, July 29, 2008
    • 8 replies
    • 3.4k views
    • 
    • Guest
    • February 2, 2009

17. Bonuses in Safe Harbor Plans

    By Madison71, April 4, 2012
    • 8 replies
    • 8.5k views
    • 
    • BG5150
    • April 5, 2012

18. Contingent Benefit Rule

    By EBECatty, October 15, 2019
    • 8 replies
    • 1.8k views
    • 
    • Luke Bailey
    • November 4, 2019

19. 404(c) statement to particpants

    By Guest cculhane, December 21, 1999
    • 8 replies
    • 2.9k views
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    • Kirk Maldonado
    • June 5, 2000

20. Conversion held hostage by a participant

    By JohnEPNFP, September 19, 2024
    • 8 replies
    • 1.5k views
    • 
    • applebreeeze
    • September 23, 2024

21. Two Plan Documents

    By goldtpa, September 13, 2004
    • 8 replies
    • 1.9k views
    • 
    • QDROphile
    • September 14, 2004

22. Partial Loan Payments

    By Guest sritts, May 12, 2010
    • 8 replies
    • 1.6k views
    • 
    • rcline46
    • May 13, 2010

23. Suspending 401k Match mid-year - the plan has a true up provision

    By Sofinka, December 8, 2019
    • 8 replies
    • 2.9k views
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    • MWeddell
    • April 22, 2020

24. Prototype solo 401(k) switching plan document provider ("restatement")

    By Guest hk73, December 19, 2012
    • 8 replies
    • 4.3k views
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    • movedon
    • December 20, 2012

25. Automatic Rollover IRA - Set-up Fee

    By J. Bringhurst, April 17, 2013
    • 8 replies
    • 1.6k views
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    • J. Bringhurst
    • April 23, 2013

26. Rollovers

    By ERISAWiz, March 4, 2015
    • 8 replies
    • 1.4k views
    • 
    • ESOP Guy
    • March 5, 2015

27. ACP refund due... but this year's match not deposited yet

    By AlbanyConsultant, March 15, 2024
    • 8 replies
    • 1.8k views
    • 
    • Bill Presson
    • March 18, 2024

28. 401k plans

    By Guest mattsmalls, July 7, 2010
    • 8 replies
    • 1.6k views
    • 
    • masteff
    • July 15, 2010

29. Entry date for a rehired participant?

    By Lori H, January 14, 2015
    • 8 replies
    • 1.8k views
    • 
    • My 2 cents
    • January 14, 2015

30. Mistake or not?

    By Guest HJoseph, December 19, 2012
    • 8 replies
    • 1.7k views
    • 
    • shERPA
    • December 20, 2012

31. withdrawing from 401k penalty free at 55

    By linusbeagle, November 16, 2018
    • 8 replies
    • 2.1k views
    • 
    • spiritrider
    • November 22, 2018

32. Sole Owner W/ No EE's 401k Plan - No Document - No 5500 - Help

    By Guest RS Vatalaro, May 29, 2002
    • 8 replies
    • 1.8k views
    • 
    • mbozek
    • June 4, 2002

33. What is the deadline for employer to make matching contribution to the plan

    By k man, March 28, 2005
    • 8 replies
    • 1.7k views
    • 
    • Lori Friedman
    • March 28, 2005

34. Levy?

    By Guest tintree73, July 8, 2005
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • July 12, 2005

35. sole proprietor/partnership 401(k) Plan

    By Guest tajcc, December 19, 2006
    • 8 replies
    • 2.3k views
    • 
    • Belgarath
    • December 21, 2006

36. Sale of business as of 10/1 (stock sale) and ADP test

    By Pammie57, September 27, 2018
    • 8 replies
    • 818 views
    • 
    • QP_Guy
    • September 28, 2018

37. Rabbi Trust

    By fidu, March 28, 2002
    • 8 replies
    • 4k views
    • 
    • fidu
    • April 2, 2002

38. Is there a way around match limits?

    By Guest kg78, December 9, 2008
    • 8 replies
    • 1.5k views
    • 
    • GMK
    • December 10, 2008

39. Exclusions from Compensation in Plan Document

    By metsfan026, January 20, 2022
    • 8 replies
    • 956 views
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    • metsfan026
    • January 21, 2022

40. Spousal Consent + RMD

    By metsfan026, March 23, 2022
    • 8 replies
    • 3.8k views
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    • bito'money
    • March 28, 2022

41. Loan default

    By Guest 401kWorker, December 13, 2002
    • 8 replies
    • 5.1k views
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    • austin3515
    • December 15, 2002

42. KYC Requirements for high volume small 401(k) Plans

    By Guest bankcompliancemanager, January 30, 2009
    • 8 replies
    • 5.1k views
    • 
    • Guest
    • February 4, 2009

43. Practical Problem

    By austin3515, September 1, 2010
    • 8 replies
    • 1.5k views
    • 
    • rcline46
    • September 3, 2010

44. Can employer prepay a contribution? Idea: put it into a segregated emp

    By Guest LisaA, February 3, 2003
    • 8 replies
    • 2.4k views
    • 
    • Larry M
    • February 4, 2003

45. 401k safe harbor nonunion/union

    By MURPHY, January 28
    • 8 replies
    • 873 views
    • 
    • Bri
    • January 30

46. Mandatory Roth Catch Up related

    By Jakyasar, Wednesday at 10:10 PM
    • 8 replies
    • 395 views
    • 
    • Pam Shoup
    • Yesterday at 10:06 PM

47. 401k forced distribution to pay child support

    By Guest jani, July 3, 2006
    • 8 replies
    • 3.8k views
    • 
    • Locust
    • July 19, 2006

48. Diversification Notice

    By PMC, November 17, 2006
    • 8 replies
    • 2k views
    • 
    • blue
    • November 30, 2006

49. ADP/ACP test question

    By Guest Theresa, February 16, 2000
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • February 22, 2000

50. Weighted Average Rate of Return

    By Guest mouellette, March 4, 2005
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • March 4, 2005