401(k) Plans

19,275 topics in this forum

1. Deceased Participant no beneficiary

   By MBCarey, March 17, 2009
   • 4 replies
   • 2.6k views
   • 
   • J Simmons
   • March 17, 2009

2. Loan as a rollover from one employer 401(k) to new er 401(k) plan

   By Guest pinsall, June 18, 2000
   • 7 replies
   • 2.6k views
   • 
   • Kirk Maldonado
   • June 21, 2000

3. Wording of Merger effective date

   By austin3515, August 10
   • 25 replies
   • 2.6k views
   • 
   • MoJo
   • August 12

4. Safe Harbor in Top Heavy Plan

   By ombskid, March 10, 2011
   • 6 replies
   • 2.6k views
   • 
   • BG5150
   • March 10, 2011

5. Failed Coverage Test

   By Guest grazetti, October 13, 2005
   • 5 replies
   • 2.6k views
   • 
   • Blinky the 3-eyed Fish
   • October 14, 2005

6. Section 125 Cafeteria benefits and deferral into 401k plan

   By 30Rock, December 6, 2014
   • 4 replies
   • 2.6k views
   • 
   • GBurns
   • December 9, 2014

7. terminate 401(k) and start up a new one

   By thepensionmaven, October 25, 2016
   • 12 replies
   • 2.6k views
   • 
   • TPAJake
   • October 28, 2016

8. Hardship Distribution

   By Guest John Makarevich, June 23, 2007
   • 9 replies
   • 2.6k views
   • 
   • masteff
   • June 26, 2007

9. questionable match formula

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

10. Different Levels of Match

    By jkharvey, November 9, 2007
    • 11 replies
    • 2.6k views
    • 
    • Tom Poje
    • November 12, 2007

11. rehired employees with auto enrollment

    By K2retire, June 3, 2014
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • June 3, 2014

12. Catch-up and off-plan years

    By fiona1, November 14, 2012
    • 20 replies
    • 2.6k views
    • 
    • Kevin C
    • November 21, 2012

13. 1099 income

    By Chippy, December 19, 2019
    • 11 replies
    • 2.6k views
    • 
    • Below Ground
    • January 15, 2020

14. Eligibility Age for 401(k) Plan

    By metsfan026, June 9, 2023
    • 11 replies
    • 2.6k views
    • 
    • doombuggy
    • June 12, 2023

15. Discontinuing Safe Harbor Contributions

    By austin3515, March 18, 2020
    • 8 replies
    • 2.6k views
    • 
    • RatherBeGolfing
    • March 20, 2020

16. Elective Deferrals

    By Guest Don123, October 14, 2005
    • 10 replies
    • 2.6k views
    • 
    • Beltane
    • October 20, 2005

17. Client Withheld Too Much 401k

    By austin3515, June 5, 2020
    • 11 replies
    • 2.6k views
    • 
    • Larry Starr
    • June 10, 2020

18. Top Heavy

    By Randy Watson, May 16, 2007
    • 15 replies
    • 2.6k views
    • 
    • Randy Watson
    • May 24, 2007

19. Per Payroll Match

    By Guest CygnusX1, February 3, 2006
    • 7 replies
    • 2.6k views
    • 
    • goldtpa
    • July 29, 2006

20. Owner-only 401(k) plans; why not cover children or parents too?

    By spiritrider, May 5, 2015
    • 5 replies
    • 2.6k views
    • 
    • ETA Consulting LLC
    • May 6, 2015

21. ADP Compensation Testing

    By Guest SPOT, May 10, 2002
    • 4 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2002

22. Deemed IRA

    By Brenda Wren, July 28, 2004
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • August 3, 2004

23. guidance on fund mapping?

    By Guest cherryred, November 26, 2002
    • 2 replies
    • 2.6k views
    • 
    • MWeddell
    • November 26, 2002

24. IRA participation when company offers 401K..

    By Guest Carl C, January 18, 2003
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • January 21, 2003

25. Top heavy determination. Subtract receivable or not?

    By jkharvey, July 8, 2005
    • 2 replies
    • 2.6k views
    • 
    • R. Butler
    • July 11, 2005

26. Employer Won't Safe Harbor Plan: Other Options?

    By 401kquestion, February 22, 2015
    • 20 replies
    • 2.6k views
    • 
    • mbozek
    • February 27, 2015

27. Participant Loans - Terminated EE's

    By MBCarey, April 18, 2002
    • 7 replies
    • 2.6k views
    • 
    • Earl
    • April 19, 2002

28. Contest

    By Guest koolkidd, January 7, 2005
    • 9 replies
    • 2.6k views
    • 
    • KJohnson
    • January 12, 2005

29. Safe Harbor Calculation on K-1 earnings

    By Deaconmomma, May 11, 2016
    • 5 replies
    • 2.6k views
    • 
    • BG5150
    • May 11, 2016

30. Multiple Match Safe Harbor

    By ConnieStorer, October 26, 2010
    • 10 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

31. Safe Harbor 401k plan with 3% SHNEC

    By Guest terric, January 5, 2005
    • 6 replies
    • 2.6k views
    • 
    • austin3515
    • January 12, 2005

32. Can a safe-harbor plan that matches on a payroll basis match on deferrals on compensation in excess of the comp. limit?

    By JDuns, January 21, 2004
    • 5 replies
    • 2.6k views
    • 
    • QDROphile
    • January 29, 2004

33. Safe Harbor and top heavy free ride

    By Tom Poje, July 24, 2006
    • 7 replies
    • 2.6k views
    • 
    • Tom Poje
    • August 25, 2006

34. Loan repayments from Severance pay

    By Guest Lisak, June 18, 2008
    • 3 replies
    • 2.6k views
    • 
    • JanetM
    • June 18, 2008

35. safe harbor 401k rules for 2000

    By Guest rhp, January 17, 2000
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • January 21, 2000

36. Automatic Rollovers and Fidelity

    By Effen, March 23, 2005
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • March 25, 2005

37. Fronting Loan Or Distribution Proceeds

    By Disco Stu, February 22, 2002
    • 11 replies
    • 2.6k views
    • 
    • Guest
    • February 26, 2002

38. Can you have 2 profit sharing plans under 1 employer, both of which co

    By MWeddell, December 10, 1999
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • December 10, 1999

39. 401(k) Withdrawals while still working

    By Guest blackacre, February 13, 2003
    • 8 replies
    • 2.6k views
    • 
    • Mike Preston
    • February 14, 2003

40. Must a 5310-A form be filed?

    By Guest Phil L, May 23, 2000
    • 3 replies
    • 2.6k views
    • 
    • KIP KRAUS
    • May 26, 2000

41. ADP & Catch-up

    By Guest Rosemary Raymer, February 13, 2003
    • 12 replies
    • 2.6k views
    • 
    • MGB
    • April 21, 2003

42. SECURE - LTPT EEs - Interns?

    By doombuggy, October 25, 2023
    • 16 replies
    • 2.6k views
    • 
    • Peter Gulia
    • October 29, 2023

43. Last Day Allocation Condition Beyond Plan Year

    By Gruegen, August 28, 2007
    • 5 replies
    • 2.6k views
    • 
    • SavingsRUS
    • March 23, 2015

44. Form 5330

    By 12AX7, October 23, 2012
    • 14 replies
    • 2.6k views
    • 
    • 12AX7
    • October 25, 2012

45. Prior record keeper refuses to do final valuation

    By Guest paradigm, July 25, 2002
    • 16 replies
    • 2.6k views
    • 
    • Guest
    • August 9, 2002

46. Compensation definition for safe harbor match only

    By Belgarath, August 30, 2013
    • 5 replies
    • 2.6k views
    • 
    • Belgarath
    • September 3, 2013

47. After tax conversions to Roth

    By BW, December 4, 2018
    • 18 replies
    • 2.6k views
    • 
    • cdavis25
    • October 27, 2021

48. PPA Restatement Fees

    By austin3515, May 13, 2014
    • 2 replies
    • 2.6k views
    • 
    • BG5150
    • September 10, 2014

49. Eligibility for A Participant Working Remotely Out of the US

    By metsfan026, August 29
    • 13 replies
    • 2.6k views
    • 
    • Artie M
    • September 2

50. Can I invest my 401k in my hedge fund?

    By Jakyasar, August 3, 2022
    • 7 replies
    • 2.6k views
    • 
    • Luke Bailey
    • August 4, 2022