401(k) Plans

19,275 topics in this forum

1. hce with no contribution

   By Guest Codi, August 23, 2002
   • 18 replies
   • 2.7k views
   • 
   • Mike Preston
   • August 28, 2002

2. CDSC Treated as a Plan Expense

   By DTH, July 19, 2006
   • 9 replies
   • 2.7k views
   • 
   • Bird
   • July 21, 2006

3. persuading Fidelity to fix an error

   By K2retire, June 4, 2015
   • 7 replies
   • 2.7k views
   • 
   • Kevin C
   • June 5, 2015

4. Crazy anti-alienation issue

   By ERISAatty, July 6, 2011
   • 6 replies
   • 2.7k views
   • 
   • mbozek
   • October 13, 2012

5. Effectively connected income

   By John A, April 7, 2003
   • 0 replies
   • 2.7k views
   • 
   • John A
   • April 7, 2003

6. Conflict of Interest

   By Guest ScottSRoenigk, November 22, 2002
   • 9 replies
   • 2.7k views
   • 
   • Guest
   • December 3, 2002

7. SH Match - calling all, especially Tom Poje

   By Blinky the 3-eyed Fish, December 2, 2008
   • 13 replies
   • 2.7k views
   • 
   • K2retire
   • December 25, 2008

8. ACP Failure, but match not made yet

   By BG5150, March 10, 2010
   • 10 replies
   • 2.7k views
   • 
   • rcline46
   • July 23, 2010

9. Can Plan Sponsor Reimburse Plan for Fees Paid?

   By JWRB, June 1, 2017
   • 5 replies
   • 2.7k views
   • 
   • QDROphile
   • June 2, 2017

10. 401(k) Hardship Withdrawals

    By Guest average_guy, January 23, 2002
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • January 29, 2002

11. Forfeiture upon death permitted in DC/401(k) plan?

    By Guest mo again, January 18, 2001
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • January 19, 2001

12. Separate Catch up election required?

    By Guest jefe96, November 29, 2006
    • 3 replies
    • 2.7k views
    • 
    • Bird
    • November 30, 2006

13. Bottom Up QNEC question

    By fiona1, April 28, 2005
    • 9 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 3, 2005

14. BenefitsLink Nondiscrimination Q&A 5-- Isn't it wrong?

    By KJohnson, September 25, 2003
    • 6 replies
    • 2.7k views
    • 
    • MGB
    • September 25, 2003

15. Electing current year ADP testing

    By Guest Willy235, March 1, 2002
    • 4 replies
    • 2.7k views
    • 
    • wmyer
    • November 19, 2002

16. Maximum 402(g) limit and ADP

    By cathyw, February 1, 2007
    • 7 replies
    • 2.7k views
    • 
    • TLGeer
    • February 4, 2007

17. Distributable Event

    By Guest Thornton, July 19, 2007
    • 5 replies
    • 2.7k views
    • 
    • jpod
    • July 20, 2007

18. Merge Plans of parent and new subsidiary?

    By Guest SJPrince, December 3, 1998
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • December 9, 1998

19. Mandatory Disaggregation

    By Guest yahoo, May 13, 1999
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • May 13, 1999

20. Non-uniform match

    By 401_noob, February 28, 2017
    • 18 replies
    • 2.7k views
    • 
    • Kevin C
    • March 3, 2017

21. Controlled Groups and the Transition Rule

    By justatester, September 23, 2009
    • 8 replies
    • 2.7k views
    • 
    • justatester
    • September 24, 2009

22. Per Stirpes Beneficiary Designation

    By sdix401k, April 23, 2019
    • 6 replies
    • 2.7k views
    • 
    • sdix401k
    • April 26, 2019

23. top paid group, hce's and failed adp test

    By Lori H, November 16, 2005
    • 4 replies
    • 2.7k views
    • 
    • WDIK
    • November 17, 2005

24. Vanguard frequent-trading policy on pooled 401(k)'s

    By Guest jsample, June 15, 2007
    • 2 replies
    • 2.7k views
    • 
    • ombskid
    • June 27, 2007

25. 415 and other limits

    By Guest Tesla, January 10, 2013
    • 8 replies
    • 2.7k views
    • 
    • BG5150
    • January 11, 2013

26. "frozen" plan

    By stevena, July 27, 2004
    • 7 replies
    • 2.7k views
    • 
    • stevena
    • August 5, 2004

27. Husband/Wife Controlled Group

    By Guest SCUDDESLER, March 11, 2003
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • March 11, 2003

28. Are 401k elective deferrals deducted as employer contributions on spon

    By David MacLennan, May 10, 2001
    • 2 replies
    • 2.7k views
    • 
    • alanm
    • May 14, 2001

29. HELP - 415 compensation definition

    By PAL, March 2, 2007
    • 0 replies
    • 2.7k views
    • 
    • PAL
    • March 2, 2007

30. ADP/ACP Prior Year Method

    By fiona1, September 29, 2004
    • 9 replies
    • 2.7k views
    • 
    • fiona1
    • September 30, 2004

31. Discontinuance Charges deemed a contribution?

    By rblum50, January 11, 2012
    • 5 replies
    • 2.7k views
    • 
    • KJohnson
    • January 11, 2012

32. New HArdship Self Certification

    By austin3515, January 3, 2023
    • 17 replies
    • 2.7k views
    • 
    • BruceM
    • January 5, 2023

33. QNECs, 401a4 & TH

    By zimbo, February 27, 2009
    • 6 replies
    • 2.7k views
    • 
    • K2retire
    • March 3, 2009

34. Change to Ineligible Class

    By rlb64, May 6, 2005
    • 4 replies
    • 2.7k views
    • 
    • david rigby
    • May 7, 2005

35. REA & 1.411(d)-4

    By ERISA25, August 25, 2009
    • 7 replies
    • 2.7k views
    • 
    • Mike Preston
    • September 2, 2009

36. IRS News Flash on IRA Rollovers

    By Scott, March 2, 2005
    • 10 replies
    • 2.7k views
    • 
    • JDuns
    • March 4, 2005

37. Trustee Refusing To Approve Distribution

    By Stash026, November 14, 2018
    • 13 replies
    • 2.7k views
    • 
    • Larry Starr
    • December 1, 2018

38. Primary Residential Loans

    By Safeharbor29, May 12, 2015   

    • Loans
    • primary residence
    • (and 1 more)

      Tagged with:

      • Loans
      • primary residence
      • penalties
    • 4 replies
    • 2.7k views
    • 
    • K2retire
    • October 16, 2017

39. 414(s) compensation

    By R. Butler, February 19, 2014
    • 2 replies
    • 2.7k views
    • 
    • R. Butler
    • February 21, 2014

40. Safe harbor "maybe" plan - amendments

    By Belgarath, January 5, 2015
    • 7 replies
    • 2.7k views
    • 
    • Bird
    • January 6, 2015

41. Same Desk Rule - Does it apply?

    By Guest PAINPA, August 6, 2004
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • August 9, 2004

42. 5500 COUNT ON FORM 5500

    By ratherbereading, June 15, 2016   

    • Form 5500; participant count
    • 2 replies
    • 2.7k views
    • 
    • Tom Poje
    • June 15, 2016

43. Limitation Year different than Plan Year

    By Guest Golden401k, April 1, 2011
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • April 1, 2011

44. Prohibited Transaction - how to correct?

    By Blinky the 3-eyed Fish, June 30, 2011
    • 6 replies
    • 2.7k views
    • 
    • Kevin C
    • July 1, 2011

45. short plan year failed ADP

    By R. Butler, January 17, 2017
    • 11 replies
    • 2.7k views
    • 
    • Mike Preston
    • January 19, 2017

46. Inclusion of ineligible employee

    By Guest Peggy806, March 2, 2009
    • 3 replies
    • 2.7k views
    • 
    • Tom Poje
    • March 31, 2009

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

    By daniellerdh05, April 29, 2016   

    • Shady 401K by employer
    • 18 replies
    • 2.7k views
    • 
    • Lou S.
    • April 29, 2016

48. Use of forfeitures to fund elective contributions and loan repayments in 401(k) plan

    By Luke Bailey, September 21, 2017   

    • 401(k)
    • forfeitures
    • 24 replies
    • 2.7k views
    • 
    • duckthing
    • September 27, 2017

49. Solo 401k w/ Missing 5500's for Many Years

    By austin3515, July 28, 2010
    • 8 replies
    • 2.7k views
    • 
    • Bird
    • July 29, 2010

50. Individual class based New Comparability

    By pjb1835, February 21, 2018
    • 11 replies
    • 2.7k views
    • 
    • chc93
    • February 22, 2018