401(k) Plans

19,275 topics in this forum

1. Hardship Tax Withholding Requirements

   By 401king, October 16, 2019
   • 9 replies
   • 9.5k views
   • 
   • rr_sphr
   • October 22, 2019

2. Correcting deferral contributions made by ineligible employee

   By Lou81, January 6, 2021   

   • ineligible participant
   • deferrals
   • 26 replies
   • 9.4k views
   • 
   • BG5150
   • September 13, 2021

3. Pre 59 1/2 in-service withdrawals from profit sharing plan

   By Guest JER57, August 22, 2013
   • 8 replies
   • 9.4k views
   • 
   • Kevin C
   • August 23, 2013

4. tuition assistance - count it as compensation?

   By AlbanyConsultant, March 7, 2024
   • 2 replies
   • 9.4k views
   • 
   • CuseFan
   • March 7, 2024

5. Person with comp but zero ELIGIBLE comp in ADP test?

   By BG5150, August 29, 2008
   • 47 replies
   • 9.3k views
   • 
   • QNPG
   • April 13, 2011

6. Top 20% election

   By pmacduff, December 26, 2012
   • 11 replies
   • 9.3k views
   • 
   • Mike Preston
   • January 4, 2013

7. ADP/ACP test & 410(b) test of a controlled group

   By Guest jkrad, February 17, 2005
   • 22 replies
   • 9.3k views
   • 
   • austin3515
   • November 12, 2007

8. Stock purchase vs. asset purchase

   By billfgrady, March 12, 2004
   • 4 replies
   • 9.3k views
   • 
   • mbozek
   • March 17, 2004

9. Which comes first -(401k deferral) or (medical insurance deduct)

   By Pammie57, October 12, 2016
   • 4 replies
   • 9.3k views
   • 
   • TPAJake
   • October 19, 2016

10. Automatic Rollovers - Amendment Deadline

    By Guest DTrom, January 13, 2005
    • 40 replies
    • 9.3k views
    • 
    • austin3515
    • January 7, 2007

11. Controlled Group ADP/ACP Testing

    By msmith, March 12, 2009
    • 8 replies
    • 9.3k views
    • 
    • Tom Poje
    • March 19, 2009

12. Compensation for Deferrals include GTL?

    By Kac1214, June 22, 2018
    • 9 replies
    • 9.3k views
    • 
    • PensionPro
    • June 26, 2018

13. Employer terminated 401k plan

    By Guest flgirl, October 13, 2009
    • 9 replies
    • 9.3k views
    • 
    • Bird
    • October 16, 2009

14. Change to Allocation Method After Year End

    By Guest Alan Stonewall, January 7, 2003
    • 10 replies
    • 9.3k views
    • 
    • Mike Preston
    • January 8, 2003

15. 401(a)(17) and calculation of match

    By Guest APierce, July 24, 2003
    • 15 replies
    • 9.2k views
    • 
    • R. Butler
    • July 30, 2003

16. Guaranteed Payments to Partners in an LLC

    By Guest DCquestioner, February 13, 2009
    • 6 replies
    • 9.2k views
    • 
    • BeckyMiller
    • February 25, 2009

17. 410(b) transition rule and ADP testing

    By Guest LMalone, June 14, 2001
    • 5 replies
    • 9.2k views
    • 
    • Bob R
    • June 19, 2001

18. Late matching contribution (but not too late!) - provide earnings?

    By Guest timb, January 10, 2002
    • 10 replies
    • 9.2k views
    • 
    • austin3515
    • October 12, 2002

19. ASPPA Test Question

    By Guest JeffC, November 20, 2008
    • 20 replies
    • 9.1k views
    • 
    • david rigby
    • November 24, 2008

20. Late deposits

    By ESOP Guy, March 24, 2011
    • 20 replies
    • 9.1k views
    • 
    • rcline46
    • August 21, 2014

21. Correction of Coverage Testing Failure

    By Saiai, July 19, 2010
    • 11 replies
    • 9.1k views
    • 
    • austin3515
    • July 20, 2010

22. What is an "open" tax year ?

    By Guest hyper, May 3, 2005
    • 7 replies
    • 9.1k views
    • 
    • Guest
    • May 5, 2005

23. Forfeiture Acct Use to Pay Lost earnings

    By Guest mxmast, July 14, 2005
    • 11 replies
    • 9.1k views
    • 
    • Guest
    • November 11, 2005

24. Enhanced Safe Harbor Match

    By Guest HeatherS, December 29, 2003
    • 4 replies
    • 9k views
    • 
    • Tom Poje
    • December 13, 2004

25. QRDO Quandary 1 2

    By ldr, September 10, 2019   

    • qdro
    • dro
    • (and 1 more)

      Tagged with:

      • qdro
      • dro
      • divorce
    • 70 replies
    • 9k views
    • 
    • ldr
    • September 23, 2019

26. Voluntary Loan Defaults

    By Guest ANNEBV, March 8, 2001
    • 6 replies
    • 9k views
    • 
    • MoJo
    • March 12, 2001

27. Moving Expenses

    By Guest benefitsanalyst, May 30, 2007
    • 1 reply
    • 9k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2007

28. Anyone know anything about these Index Funds?

    By Guest LondonBroil, February 1, 2005
    • 6 replies
    • 9k views
    • 
    • RCK
    • May 25, 2007

29. During blackout period for trustee/recordkeeper conversion, what shoul

    By EGB, January 17, 2000
    • 12 replies
    • 9k views
    • 
    • Guest
    • February 2, 2000

30. Excluding Interns as a Class from 401(k) Plan Participation

    By coleboy, March 28, 2017
    • 10 replies
    • 9k views
    • 
    • jpod
    • April 4, 2017

31. Loan partial payments

    By Guest Pavlick, May 2, 2002
    • 5 replies
    • 8.9k views
    • 
    • actuarysmith
    • May 3, 2002

32. 401k Loan and Severance Pay

    By oriecat, October 21, 2010
    • 2 replies
    • 8.9k views
    • 
    • Bird
    • October 22, 2010

33. Which Professional Designation?

    By Guest mrjones, January 26, 2005
    • 41 replies
    • 8.9k views
    • 
    • Guest
    • February 9, 2005

34. Coverage Testing in a 401(k) Safe Harbor Integrated Profit Sharing Plan

    By Guest rmwright, March 24, 2004
    • 22 replies
    • 8.9k views
    • 
    • EBDI
    • April 10, 2013

35. Flexible vs Rigid Matches

    By austin3515, August 25, 2020
    • 23 replies
    • 8.9k views
    • 
    • anspai
    • June 28, 2022

36. Hardship Withdrawal Documentation

    By Guest Madison, July 2, 2007
    • 4 replies
    • 8.9k views
    • 
    • Peter Gulia
    • July 3, 2007

37. segregating 401(k) contributions but not investing them

    By Santo Gold, April 26, 2006
    • 40 replies
    • 8.9k views
    • 
    • RTK
    • June 15, 2006

38. Hardship Withdrawal

    By Pammie57, April 5, 2018
    • 9 replies
    • 8.9k views
    • 
    • Larry Starr
    • June 19, 2018

39. Form 5330 -v- VFCP

    By Guest Pensions in Paradise, August 22, 2005
    • 5 replies
    • 8.9k views
    • 
    • JanetM
    • September 6, 2005

40. Cite for spousal consent NOT being required for distributions or loans

    By John A, April 4, 2002
    • 11 replies
    • 8.8k views
    • 
    • Guest
    • April 24, 2002

41. Plan Compensation definition and HSA

    By pmacduff, June 13, 2013
    • 11 replies
    • 8.8k views
    • 
    • pmacduff
    • June 14, 2013

42. Compensation after termination

    By Vlad401k, January 29, 2018
    • 17 replies
    • 8.8k views
    • 
    • ldr
    • February 1, 2019

43. 401k HARDSHIP EVIDENCE

    By earl navarro, August 30, 2015
    • 4 replies
    • 8.8k views
    • 
    • earl navarro
    • September 1, 2015

44. How do I find out about my ex-husbands 401k account

    By kitkotler, October 10, 2016   

    • 401k account info needed
    • 7 replies
    • 8.7k views
    • 
    • RatherBeGolfing
    • October 11, 2016

45. Temporary Employees

    By Lori Foresz, August 23, 2004
    • 8 replies
    • 8.7k views
    • 
    • mbozek
    • August 27, 2004

46. Timing of employer matching contributions to a participant's account

    By gle3186, January 28, 2015
    • 13 replies
    • 8.7k views
    • 
    • austin3515
    • January 29, 2015

47. S Corp Wages used for 401(k) Plan

    By Guest jusducki, February 27, 2006
    • 13 replies
    • 8.6k views
    • 
    • Guest
    • February 27, 2006

48. Safe Harbor 401(k) and Modified Compensation Definition

    By buckaroo, September 15, 2008
    • 7 replies
    • 8.6k views
    • 
    • John Feldt ERPA CPC QPA
    • September 16, 2008

49. 1099-R and the hardship withdrawal

    By Guest mam, March 17, 2000
    • 2 replies
    • 8.6k views
    • 
    • Guest
    • March 17, 2000

50. Prototype vs. Volume Submitter "Check the Box"

    By austin3515, December 10, 2008
    • 10 replies
    • 8.6k views
    • 
    • Guest
    • December 11, 2008