401(k) Plans

19,275 topics in this forum

1. 1st filing year for spin-off plan from a MEP...Pitfalls?

   By Guest Puff, March 21, 2014   

   • spin-off
   • mep
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 21, 2014

2. 1st of month 401k entry date in practice

   By TPApril, December 7, 2023
   • 3 replies
   • 1.5k views
   • 
   • Belgarath
   • December 11, 2023

3. 1st Year safe harbor plan and Top Heavy

   By Lori H, March 11, 2010
   • 5 replies
   • 1.4k views
   • 
   • austin3515
   • March 12, 2010

4. 2 active plans in same plan year

   By cpc0506, October 13, 2022
   • 2 replies
   • 773 views
   • 
   • cpc0506
   • October 13, 2022

5. 2 and ½ month distribution period for Excess Contributions

   By Guest RMV, April 11, 2000
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • April 11, 2000

6. 2 companies/2 plans?

   By Guest Michael Anderson, July 28, 2003
   • 1 reply
   • 1.7k views
   • 
   • E as in ERISA
   • July 28, 2003

7. 2 EMPLOYEE RETIREMENT PLAN _ TOP HEAVY

   By RRivera, February 8, 2018   

   • top heavy
   • 2 replies
   • 650 views
   • 
   • Tom Poje
   • February 9, 2018

8. 2 for 1 match

   By Nic Pospiech, February 13, 2024
   • 9 replies
   • 2.4k views
   • 
   • Lou S.
   • February 15, 2024

9. 2 loan default questions

   By FundeK, February 20, 2004
   • 0 replies
   • 1.1k views
   • 
   • FundeK
   • February 20, 2004

10. 2 Owners, 3 Companies, 3 plans

    By Zoey, February 19, 2019
    • 6 replies
    • 551 views
    • 
    • Zoey
    • February 19, 2019

11. 2 Partnerships - Earned Income

    By TBob, March 27, 2006
    • 5 replies
    • 2.2k views
    • 
    • Stevo-PDX
    • March 29, 2006

12. 2 Person Non-Profit 401(k)

    By Guest Tracy H, June 15, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 21, 2000

13. 2 plans in a controlled group

    By FJR, December 23, 2002
    • 4 replies
    • 1.9k views
    • 
    • RCK
    • December 26, 2002

14. 2 plans merging, what to do with ADP test?

    By Guest lindamichals, November 29, 2005
    • 2 replies
    • 2k views
    • 
    • rcline46
    • November 29, 2005

15. 2 safe harbor plans

    By Guest New401k, April 10, 2013
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • April 11, 2013

16. 2 safe harbor plans in the same plan year

    By cpc0506, July 27, 2022
    • 1 reply
    • 673 views
    • 
    • CuseFan
    • July 27, 2022

17. 2 Schedule C's - Can you have 2 Plans?

    By JMP, August 25, 2020
    • 3 replies
    • 660 views
    • 
    • Appleby
    • August 31, 2020

18. 2 separate plans - one for union one for regular - asset account question

    By HarleyBabe, December 3, 2015
    • 27 replies
    • 3.3k views
    • 
    • HarleyBabe
    • December 15, 2015

19. 2 types of ER contributions - vested sched vs immediate

    By TPApril, April 25, 2017
    • 3 replies
    • 515 views
    • 
    • CuseFan
    • April 26, 2017

20. 2 unrelated questions

    By CJS07, May 16, 2013   

    • Loan Receivables and 5 yr bre
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • May 17, 2013

21. 2 W-2's, 2 full deferrals in the same year

    By Jakyasar, September 26, 2020
    • 8 replies
    • 954 views
    • 
    • Jakyasar
    • September 29, 2020

22. 2 year Military Leave

    By Lori H, October 16, 2006
    • 5 replies
    • 2.3k views
    • 
    • Lori H
    • October 19, 2006

23. 2-Loan Limit, Participant Pays Off 1 Loan, Obtains New Loan and Payoff Check Bounces

    By Guest rocnrols2, October 15, 2003
    • 11 replies
    • 2.1k views
    • 
    • Guest
    • March 26, 2004

24. 2-year 401k plan - audit risk exposure

    By TPApril, February 7, 2024
    • 6 replies
    • 1.2k views
    • 
    • ErnieG
    • February 8, 2024

25. 2-year eligibility

    By FJR, September 17, 2002
    • 4 replies
    • 2.6k views
    • 
    • Tom Poje
    • September 18, 2002

26. 2% Shareholder Insurance Premium and Plan Compensation

    By Christopher Wilson, May 11, 2022
    • 1 reply
    • 561 views
    • 
    • Nate S
    • May 13, 2022

27. 20% Federal w/h on rollover to Roth IRA?

    By Guest mac_qka, May 13, 2008
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • May 14, 2008

28. 20% Federal Withholding

    By KevinMc, July 12, 2018
    • 3 replies
    • 620 views
    • 
    • KevinMc
    • July 12, 2018

29. 20% Mandatory Tax Credit Distribution - REFUND

    By Guest PAINPA, October 12, 2005
    • 5 replies
    • 1.3k views
    • 
    • Erik Read
    • October 12, 2005

30. 20% Mandatory Withholding

    By rblum50, November 26, 2024
    • 3 replies
    • 788 views
    • 
    • Peter Gulia
    • November 26, 2024

31. 20% top paid group... uneven number, what do i do? round it?

    By Guest SJPrince, May 1, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 1, 2000

32. 20% WH on Loans

    By Guest PCI, August 31, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 1, 1999

33. 20% withholding

    By goldtpa, September 4, 2014
    • 1 reply
    • 1.3k views
    • 
    • GMK
    • September 5, 2014

34. 20% Withholding not paid until following plan year

    By SSRRS, March 23, 2021
    • 11 replies
    • 1.9k views
    • 
    • thepensionmaven
    • March 24, 2021

35. 20% withholding on eligible rollover distributions

    By Guest Molly CRP, March 23, 2012
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 26, 2012

36. 20% withholding on plan distribution to satisfy IRS tax levy?

    By Wessex, May 11, 1999
    • 2 replies
    • 1.7k views
    • 
    • Wessex
    • May 12, 1999

37. 200% of 6% safe harbor match

    By austin3515, September 12, 2022
    • 12 replies
    • 1.3k views
    • 
    • austin3515
    • September 14, 2022

38. 2000 contributions

    By Guest ars, December 11, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 15, 1999

39. 2000 hours for a match???

    By Guest Tim Baker, July 25, 2000
    • 7 replies
    • 2.9k views
    • 
    • pjkoehler
    • July 28, 2000

40. 2001 401(k) contribution limit

    By Guest colleenm, March 21, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 21, 2001

41. 2001 5500 - Distributions of loan balances with separation from servic

    By Guest Consult401k, April 11, 2002
    • 4 replies
    • 1.4k views
    • 
    • JohnCheek
    • April 13, 2002

42. 2001 ADP/ACP test

    By fiona1, August 15, 2006
    • 2 replies
    • 1.2k views
    • 
    • stephen
    • August 16, 2006

43. 2001 Corrective Distribution taxable in 2000. Some tax software packa

    By Guest RJM, April 24, 2001
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • April 24, 2001

44. 2002 401k for self employed

    By dmb, April 1, 2002
    • 16 replies
    • 2.8k views
    • 
    • Guest
    • June 14, 2002

45. 2002 Excessive employer withdrawal/contribution to my 401K

    By Guest blb, March 23, 2003
    • 8 replies
    • 2.1k views
    • 
    • 2muchstress
    • April 2, 2003

46. 2002 Inflation Adjusted Amounts Set Yet?

    By Alf, November 30, 2001
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 13, 2001

47. 2002 Minimum Distribution Regulations

    By Guest Donaldson, November 5, 2002
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • November 5, 2002

48. 2002 Plan Year End Non-discrim deadline

    By Guest MEGary, December 10, 2002
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • December 10, 2002

49. 2002 Required Minimum Distribution

    By Guest taj32z, July 18, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 19, 2002

50. 2002 Top Heavy Determination and Prior Distributions

    By Guest crosseyedtester, March 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2003