401(k) Plans

19,337 topics in this forum

1. Deemed IRA

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

2. 2-year eligibility

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

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

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

4. compensation cap

   By masteff, June 2, 2008
   • 8 replies
   • 2.6k views
   • 
   • BG5150
   • June 3, 2008

5. Form 5330

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

6. Multiple Employer Deferral Deposit Timing

   By Below Ground, June 23, 2006
   • 18 replies
   • 2.6k views
   • 
   • WDIK
   • June 29, 2006

7. Compensation definition for safe harbor match only

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

8. ADP Compensation Testing

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

9. Tiered Matching Contributions

   By Guest Laura Millwood, November 9, 1998
   • 3 replies
   • 2.6k views
   • 
   • Tom Poje
   • November 11, 1998

10. Failed Coverage Test

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

11. Top-Heavy Innoculation Exclusion

    By austin3515, March 27, 2024
    • 27 replies
    • 2.6k views
    • 
    • austin3515
    • April 1, 2024

12. Foreign company with U.S. employees

    By LisaS, July 16, 2019   

    • foreign corporation with u.s. employees
    • 7 replies
    • 2.6k views
    • 
    • LisaS
    • July 26, 2019

13. Employee excess deferrals moved to forfeiture account

    By Guest Quacka, April 28, 2011
    • 5 replies
    • 2.6k views
    • 
    • masteff
    • May 2, 2011

14. Distribution while still employed

    By Guest CGBS, January 5, 2000
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • January 6, 2000

15. Disability Payments as W2 Compensation

    By Guest SWH, January 22, 2009
    • 5 replies
    • 2.6k views
    • 
    • QDROphile
    • January 23, 2009

16. Hardship Distribution

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

17. Per Payroll Match

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

18. Forfeitures and QNEC's

    By Guest welcomehome, March 5, 2004
    • 5 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • March 10, 2004

19. PEO vs leased employees

    By 52626, October 26, 2015
    • 2 replies
    • 2.6k views
    • 
    • shERPA
    • October 26, 2015

20. Participant Loan Default

    By austin3515, January 12, 2017
    • 12 replies
    • 2.6k views
    • 
    • austin3515
    • January 16, 2017

21. QDRO for Top Hat Plan

    By ERISA25, August 6, 2009
    • 4 replies
    • 2.6k views
    • 
    • mbozek
    • August 7, 2009

22. Missed contribution by employer

    By Dhaval Mehta, April 9, 2019
    • 6 replies
    • 2.6k views
    • 
    • justanotheradmin
    • April 10, 2019

23. Loan refinance

    By SCSFAM03, September 24, 2018   

    • loan
    • refinance
    • 10 replies
    • 2.6k views
    • 
    • CJ Allen
    • September 27, 2018

24. ROBS plan - what is different?

    By R. Scott, April 13, 2022
    • 10 replies
    • 2.6k views
    • 
    • QDROphile
    • September 15, 2022

25. Prior record keeper refuses to do final valuation

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

26. Is it an RMD if taken before the RBD?

    By MrKnowItLittle, February 4, 2015
    • 16 replies
    • 2.6k views
    • 
    • mbozek
    • February 6, 2015

27. Safe Harbor Mid-Year Suspension and Top Heavy

    By ERISAAPPLE, May 24, 2018   

    • safe harbor
    • top heavy
    • 16 replies
    • 2.6k views
    • 
    • ERISAAPPLE
    • May 26, 2018

28. How To Handle RMD for Non-Owner who Terminated and was rehired part-time

    By Dawn Marlar, November 11, 2021
    • 7 replies
    • 2.6k views
    • 
    • Dawn Marlar
    • November 16, 2021

29. Fronting Loan Or Distribution Proceeds

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

30. Force-Out of Small Balances

    By Catch22PGM, March 30, 2022   

    • distribution
    • force-out distribution
    • (and 1 more)

      Tagged with:

      • distribution
      • force-out distribution
      • forfeiture
    • 11 replies
    • 2.6k views
    • 
    • BG5150
    • April 19, 2022

31. hardship distributions and tax withholding

    By Guest cbclark, April 13, 2012
    • 2 replies
    • 2.6k views
    • 
    • masteff
    • April 13, 2012

32. Multiple Match Safe Harbor

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

33. Deemed Loans

    By 401Karina, November 30, 2023
    • 13 replies
    • 2.6k views
    • 
    • Bird
    • December 4, 2023

34. Consolidating Multiple Solo 401k Plans into One

    By ill, October 6, 2023
    • 6 replies
    • 2.6k views
    • 
    • Bird
    • October 9, 2023

35. Loan repayments from Severance pay

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

36. Overpayment of ADP Test Refund

    By Just Me, September 15, 2006
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • May 9, 2007

37. Safe Harbor and top heavy free ride

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

38. Who set up a plan with for a small company

    By Guest And another thing ..., May 1, 2002
    • 14 replies
    • 2.6k views
    • 
    • Guest
    • June 19, 2002

39. Hardship for refinancing of primary residence

    By karl, May 3, 2023
    • 14 replies
    • 2.6k views
    • 
    • Bri
    • May 9, 2023

40. Rollover From Simple IRA

    By Guest esi-jht, August 15, 2006
    • 3 replies
    • 2.6k views
    • 
    • Belgarath
    • August 15, 2006

41. Company starts a new 401(k) plan

    By Santo Gold, March 15, 2006
    • 11 replies
    • 2.6k views
    • 
    • WDIK
    • March 17, 2006

42. Form 5558's

    By Pammie57, July 29, 2019
    • 14 replies
    • 2.6k views
    • 
    • Nicola
    • October 13, 2019

43. Blackout Notice

    By OSU, December 30, 2017
    • 8 replies
    • 2.6k views
    • 
    • Pam Shoup
    • January 2, 2018

44. Changing Jobs: solo 401k contribution limit

    By dr.j, June 18, 2015
    • 17 replies
    • 2.6k views
    • 
    • Bird
    • June 24, 2015

45. safe harbor 401k rules for 2000

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

46. Irrevocable Waiver

    By Catch22PGM, February 1, 2021   

    • irrevocable election
    • waiver
    • 11 replies
    • 2.6k views
    • 
    • ESOP Guy
    • February 3, 2021

47. New Audit requirements for small plans?

    By Guest fender5150, September 6, 2008
    • 11 replies
    • 2.6k views
    • 
    • Bird
    • September 11, 2008

48. Is this a Discretionary Match that Can Be Reduced Now?

    By 401 Chaos, September 21, 2009
    • 7 replies
    • 2.6k views
    • 
    • K2retire
    • September 22, 2009

49. Is it possible to do anything when "pre-test" indicates ADP

    By John A, November 29, 1999
    • 17 replies
    • 2.6k views
    • 
    • Guest
    • December 3, 1999

50. guam and puerto rico

    By k man, July 9, 2004
    • 3 replies
    • 2.6k views
    • 
    • Harwood
    • July 9, 2004