401(k) Plans

19,275 topics in this forum

1. MDR -when do the taxes need to be sent in by?

   By Guest Ashlea, January 10, 2005
   • 21 replies
   • 3.1k views
   • 
   • GBurns
   • January 11, 2005

2. MEP or MESS?

   By ldr, October 17, 2018   

   • mep
   • 5500
   • (and 1 more)

     Tagged with:

     • mep
     • 5500
     • independent audit
   • 21 replies
   • 2k views
   • 
   • Larry Starr
   • October 25, 2018

3. Successor plan rule

   By R.G., March 27, 2017
   • 21 replies
   • 6.7k views
   • 
   • MoJo
   • March 28, 2017

4. Phony employees (family members) = phony contributions & tax fraud

   By TPApril, July 28, 2015
   • 21 replies
   • 3.3k views
   • 
   • TPApril
   • August 4, 2015

5. ERISA 404(c) - Investment Information: Make Available vs. Actually De

   By Guest EMC, February 13, 2001
   • 21 replies
   • 4.1k views
   • 
   • k man
   • May 31, 2001

6. Coverage testing that Failed w/excluded Amish

   By Bridget Buzard, July 11, 2017
   • 21 replies
   • 2.3k views
   • 
   • jpod
   • July 13, 2017

7. Mid-year Amendment to a Safe Harbor Plan

   By austin3515, March 28, 2018
   • 21 replies
   • 4.1k views
   • 
   • austin3515
   • March 29, 2018

8. ACP testing failure

   By pmacduff, March 3, 2010
   • 21 replies
   • 5.8k views
   • 
   • fiona1
   • May 15, 2012

9. Fiduciary Concerns - Seeking Opinions

   By CuseFan, February 20, 2024
   • 21 replies
   • 2.1k views
   • 
   • david rigby
   • February 22, 2024

10. Asset Sale

    By Chippy, September 25, 2019
    • 21 replies
    • 2k views
    • 
    • Chippy
    • September 30, 2019

11. Employees Xfer to a Leasing Company

    By austin3515, August 18, 2010
    • 21 replies
    • 3.3k views
    • 
    • K2retire
    • August 19, 2010

12. DOL Proposed Regs for Timely Deposits

    By 12AX7, May 21, 2008
    • 21 replies
    • 3.7k views
    • 
    • Don Levit
    • May 29, 2008

13. Divorced Spouse not removed as Beneficiary

    By ratherbereading, July 18, 2022
    • 21 replies
    • 7.6k views
    • 
    • ESOP Guy
    • July 11, 2024

14. Compensation Limitation Election Available to Certain Participants

    By SSRRS, March 4, 2021
    • 21 replies
    • 1.2k views
    • 
    • Belgarath
    • March 11, 2021

15. Changing eligibilty - nondiscriminatory?

    By AlbanyConsultant, February 16, 2017
    • 21 replies
    • 3.3k views
    • 
    • RatherBeGolfing
    • February 22, 2017

16. Is IRS being Stupid? Form 945 Issue

    By justanotheradmin, January 25, 2016   

    • Form 945
    • IRS
    • 21 replies
    • 5.8k views
    • 
    • DPL
    • February 26, 2019

17. Illegal employee

    By Guest Mike Schwing, June 9, 2003
    • 21 replies
    • 8.3k views
    • 
    • GBurns
    • June 10, 2003

18. Training for 401k Administrator

    By Guest etu22, March 1, 2004
    • 21 replies
    • 9.7k views
    • 
    • Guest
    • April 2, 2004

19. Prior Recordkeeper Not Providing Data for Old QDRO

    By cwallace, February 21, 2018
    • 21 replies
    • 2.1k views
    • 
    • ESOP Guy
    • February 27, 2018

20. Amend entry date from quarterly to semi-annual

    By MarZDoates, September 18, 2018
    • 21 replies
    • 3.4k views
    • 
    • Larry Starr
    • September 22, 2018

21. Is it more common to calculate an employer matching contribution on a

    By card, November 29, 2000
    • 21 replies
    • 8.3k views
    • 
    • wmyer
    • December 5, 2000

22. questionable match formula

    By AndyH, June 8, 2001
    • 21 replies
    • 2.6k views
    • 
    • Tom Poje
    • June 12, 2001

23. Individually Designed Document Question

    By khn, March 6, 2019
    • 21 replies
    • 1.7k views
    • 
    • jpod
    • March 7, 2019

24. Unexecuted plan documents

    By KJ Theo, June 7, 2018
    • 21 replies
    • 5.1k views
    • 
    • Luke Bailey
    • June 13, 2018

25. Solo 401k established, but not funded

    By Spencer, May 12, 2021   

    • solo 401k
    • missed deferral opportunity
    • 21 replies
    • 2k views
    • 
    • BG5150
    • May 19, 2021

26. May a 401(k) plan validly exclude part-time employees?

    By Guest wwest, August 18, 1999
    • 21 replies
    • 14.6k views
    • 
    • Guest
    • November 7, 1999

27. Auto enrollment to Roth 401(k)

    By JRN, September 22, 2016
    • 21 replies
    • 3.8k views
    • 
    • TPAJake
    • October 5, 2016

28. RMDs for < 5% Owner still Working-401k Plan

    By ERISAGal, August 28, 2019   

    • 401k
    • rmd
    • (and 1 more)

      Tagged with:

      • 401k
      • rmd
      • owner
    • 21 replies
    • 2.4k views
    • 
    • WDIK
    • September 4, 2019

29. Who is eligible for a Solo K Plan...

    By K-t-F, April 26, 2004
    • 21 replies
    • 3k views
    • 
    • Jim Chad
    • April 27, 2004

30. The IRS Continues To Behave Badly

    By austin3515, March 11, 2014
    • 21 replies
    • 3.5k views
    • 
    • Kevin C
    • May 14, 2015

31. IRS Audit / Ancient Missing Amendments

    By austin3515, May 23, 2016
    • 21 replies
    • 1.5k views
    • 
    • austin3515
    • May 26, 2016

32. Who's a good service provider for a super-micro 401(k) plan?

    By Peter Gulia, July 16, 2013
    • 21 replies
    • 3k views
    • 
    • Peter Gulia
    • July 19, 2013

33. MEPS/PEPS

    By austin3515, August 25, 2020
    • 21 replies
    • 2.1k views
    • 
    • austin3515
    • August 31, 2020

34. RMD over MORE than the RMD?

    By austin3515, January 24, 2014
    • 21 replies
    • 3.3k views
    • 
    • Bird
    • January 29, 2014

35. MP Merger w/401(k) Plan

    By Guest MEWilson, August 19, 2003
    • 21 replies
    • 3.2k views
    • 
    • Earl
    • April 8, 2004

36. ineligible employee defers

    By k man, December 19, 2003
    • 21 replies
    • 20k views
    • 
    • BG5150
    • September 29, 2016

37. Form for relying on a participant’s written statement that she has a hardship?

    By Peter Gulia, August 4, 2023   

    • hardship; self-certification; secure 2.0
    • 21 replies
    • 2.6k views
    • 
    • MoJo
    • August 9, 2023

38. DOL Letters on Late Contributions

    By austin3515, October 7, 2016
    • 21 replies
    • 3.9k views
    • 
    • Doghouse
    • October 24, 2016

39. Rollover later determined to be ineligible

    By Guest sheTexasHammer, March 24, 2009
    • 20 replies
    • 10.7k views
    • 
    • birdstothebowl32
    • April 23, 2021

40. Carryover of deferral elections to new plan

    By Carol V. Calhoun, September 6, 2022
    • 20 replies
    • 2.9k views
    • 
    • david rigby
    • September 12, 2022

41. 401k Deposit Deadline

    By Gadgetfreak, June 14, 2016
    • 20 replies
    • 3.8k views
    • 
    • ESOP Guy
    • June 15, 2016

42. Sep and QP in same year

    By K-t-F, December 16, 2004
    • 20 replies
    • 13.4k views
    • 
    • Earl
    • January 5, 2005

43. Confused Self Directed Solo 401k Plan - Trust vs Custodial Account

    By SwimmingInBowelsOfERISA, January 8, 2016
    • 20 replies
    • 4.9k views
    • 
    • austin3515
    • January 12, 2016

44. increasing tiered match formula

    By Guest nipa, November 17, 2003
    • 20 replies
    • 9.7k views
    • 
    • Earl
    • November 21, 2003

45. Overpayment and 1099 Coding Question

    By 401king, November 25, 2008
    • 20 replies
    • 10k views
    • 
    • Guest
    • December 4, 2008

46. Restating Plan in Connection w/ New Vendor

    By austin3515, May 23, 2014
    • 20 replies
    • 2.8k views
    • 
    • Belgarath
    • June 3, 2014

47. Egtrra

    By Guest kgsingletary, October 29, 2001
    • 20 replies
    • 4.3k views
    • 
    • Bob R
    • November 13, 2001

48. 401(k) Contributions from Cash Back

    By PensionPro, October 15, 2012
    • 20 replies
    • 3.1k views
    • 
    • Bird
    • October 17, 2012

49. employer moved account to a riskier fund

    By Guest orm, October 8, 2008
    • 20 replies
    • 3.6k views
    • 
    • GBurns
    • October 10, 2008

50. Company A employees can be covered under Company B's 401(k) merely by

    By bzorc, November 21, 2000
    • 20 replies
    • 3.6k views
    • 
    • alanm
    • December 12, 2000