401(k) Plans

19,295 topics in this forum

1. 3(16)

   By austin3515, September 3, 2019
   • 12 replies
   • 1.2k views
   • 
   • jpod
   • October 31, 2019

2. RMD VCP Application

   By austin3515, December 21, 2017
   • 10 replies
   • 1.3k views
   • 
   • austin3515
   • October 30, 2019

3. Safe harbor notices and hardship changes

   By JPIngold, October 25, 2019
   • 3 replies
   • 852 views
   • 
   • Michelle Mianecki
   • October 30, 2019

4. Owner 401(k) deferral deadline - quick question

   By ratherbereading, October 29, 2019
   • 13 replies
   • 1.6k views
   • 
   • ratherbereading
   • October 30, 2019

5. 401k Deferral election made after entry date

   By DDB BN, October 25, 2019
   • 13 replies
   • 4.1k views
   • 
   • Bill Presson
   • October 29, 2019

6. Deferrals stopped ... new owners - new payroll service

   By K-t-F, October 22, 2019
   • 9 replies
   • 1.1k views
   • 
   • david rigby
   • October 28, 2019

7. Rollover Withdrawal from Retirement Plan

   By mjf06241972, October 28, 2019
   • 1 reply
   • 374 views
   • 
   • 401king
   • October 28, 2019

8. Stop my loan payments

   By 52626, October 25, 2019
   • 4 replies
   • 3k views
   • 
   • Peter Gulia
   • October 25, 2019

9. Deferred Vested Benefit (401k plan)

   By legort69, October 24, 2019
   • 8 replies
   • 4.6k views
   • 
   • Larry Starr
   • October 25, 2019

10. DOL Investment Guidance

    By MjInvestments, October 24, 2019
    • 4 replies
    • 877 views
    • 
    • Larry Starr
    • October 25, 2019

11. 401k Loan Payments Not Stopped

    By apcf, October 24, 2019
    • 7 replies
    • 1.6k views
    • 
    • apcf
    • October 25, 2019

12. Vested Amount of 401k meaning

    By dbm, October 24, 2019
    • 5 replies
    • 7.1k views
    • 
    • Larry Starr
    • October 24, 2019

13. Rebalance 401(k) Account / Participant Loans 1 2

    By austin3515, August 29, 2019
    • 56 replies
    • 6.1k views
    • 
    • Bill Presson
    • October 24, 2019

14. Excluding Leased Employees

    By BG5150, October 18, 2019
    • 5 replies
    • 3.4k views
    • 
    • AKconsult
    • October 24, 2019

15. Hardship Tax Withholding Requirements

    By 401king, October 16, 2019
    • 9 replies
    • 9.9k views
    • 
    • rr_sphr
    • October 22, 2019

16. after tax deposit deadline

    By cdavis25, October 14, 2019
    • 3 replies
    • 745 views
    • 
    • Larry Starr
    • October 22, 2019

17. Annual Notice Requirement for Spouse Only Plan

    By Sue, October 21, 2019
    • 2 replies
    • 476 views
    • 
    • Lou S.
    • October 22, 2019

18. Plan with bad loans

    By J Simmons, October 2, 2019
    • 3 replies
    • 1.2k views
    • 
    • LIBERTYKID
    • October 22, 2019

19. In-plan Roth conversion Relius document question

    By ESI2015, October 21, 2019
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • October 21, 2019

20. Schwab Small Biz 401k

    By pb401k, October 18, 2019
    • 1 reply
    • 620 views
    • 
    • david rigby
    • October 20, 2019

21. Cashing out 401k

    By hawkeye1959, October 16, 2019
    • 5 replies
    • 1.2k views
    • 
    • hawkeye1959
    • October 18, 2019

22. 90 day return of deferrals allowed in QACA?

    By BG5150, October 15, 2019
    • 5 replies
    • 1.4k views
    • 
    • Doc Ument
    • October 17, 2019

23. OOPS Roth conversion

    By SoCalActuary, September 26, 2019
    • 5 replies
    • 1.1k views
    • 
    • Larry Starr
    • October 17, 2019

24. calendar year match true up, off calendar year plan

    By TommyGunn13, October 17, 2019
    • 0 replies
    • 441 views
    • 
    • TommyGunn13
    • October 17, 2019

25. Fiduciary's Individual Investments Track Those of Plan as to Which He/She is a Fiduciary

    By Yesrod5, October 16, 2019
    • 2 replies
    • 556 views
    • 
    • CuseFan
    • October 17, 2019

26. ADP vs. 402g failure - priority?

    By AlbanyConsultant, October 14, 2019
    • 5 replies
    • 2.8k views
    • 
    • MDCPA
    • October 17, 2019

27. Death benefit to minor

    By baileybear, October 15, 2019
    • 1 reply
    • 1k views
    • 
    • Terry Connerton
    • October 16, 2019

28. In-Service Distribution of Employer Stock Fund Only?

    By kmhaab, October 14, 2019
    • 1 reply
    • 531 views
    • 
    • Dave Baker
    • October 15, 2019

29. Plan loan

    By BW, October 14, 2019
    • 0 replies
    • 610 views
    • 
    • BW
    • October 14, 2019

30. Form 5558's

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

31. Prevailing Wage ADP Failure - Fort Williams Software

    By Purplemandinga, October 10, 2019
    • 5 replies
    • 1.2k views
    • 
    • Lou S.
    • October 11, 2019

32. Employer contribution by salary reduction

    By spiritrider, October 9, 2019
    • 7 replies
    • 2k views
    • 
    • Bill Presson
    • October 10, 2019

33. Plan amended during Plan year to stop safe harbor match -how does that affect Top Heavy?

    By Pammie57, October 10, 2019
    • 2 replies
    • 661 views
    • 
    • Lou S.
    • October 10, 2019

34. What nondiscrimination testing rules apply to controlled groups?

    By John A, December 20, 2000
    • 5 replies
    • 9.7k views
    • 
    • rlbillings
    • October 10, 2019

35. Hardship Withdrawal - Sensitive Medical Expenses

    By hardshipquestions, October 8, 2019   

    • 401k
    • hardship withdrawal
    • (and 1 more)

      Tagged with:

      • 401k
      • hardship withdrawal
      • disclosure
    • 10 replies
    • 5.4k views
    • 
    • Mike Preston
    • October 10, 2019

36. Auto-Revocation Clause in Plan if Later Divorce Spouse Enforceable

    By Charles, June 6, 2019
    • 4 replies
    • 1.6k views
    • 
    • Charles
    • October 9, 2019

37. self employed catch up

    By DDB BN, October 8, 2019
    • 4 replies
    • 958 views
    • 
    • DDB BN
    • October 8, 2019

38. 414s

    By justatester, October 4, 2019
    • 4 replies
    • 1.4k views
    • 
    • Doc Ument
    • October 7, 2019

39. 401K PLAN - incorrectly/involuntarily terminated

    By Jakyasar, October 5, 2019
    • 4 replies
    • 1k views
    • 
    • A Jensen
    • October 7, 2019

40. 401K Audit Deferred Short Plan Year -Help!

    By 401Kquestions, October 2, 2019
    • 7 replies
    • 1.9k views
    • 
    • Larry Starr
    • October 4, 2019

41. New Plan 2018 No Deposits No Reporting

    By ldr, October 2, 2019   

    • new plan
    • 5500-ez
    • 4 replies
    • 728 views
    • 
    • msmith
    • October 3, 2019

42. need help with elapsed time/eligibility

    By rr_sphr, October 3, 2019
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • October 3, 2019

43. Default on 401k due to work related disabilty

    By Bonnie Sue eden, October 2, 2019   

    • default
    • 2 replies
    • 432 views
    • 
    • pmacduff
    • October 3, 2019

44. RMD

    By oldman63, September 27, 2019
    • 9 replies
    • 1.6k views
    • 
    • Larry Starr
    • October 3, 2019

45. Escrow Payments

    By ERISA-Bubs, October 2, 2019
    • 1 reply
    • 556 views
    • 
    • Larry Starr
    • October 3, 2019

46. Active Duty and Loans

    By cpc0506, September 27, 2019
    • 4 replies
    • 963 views
    • 
    • ESOP Guy
    • October 2, 2019

47. 401(a)(17) limit and Plan Definition of Comp

    By SadieJane, October 2, 2019
    • 1 reply
    • 1.1k views
    • 
    • Bill Presson
    • October 2, 2019

48. Taxes from 401K

    By Buddy M, September 29, 2019
    • 10 replies
    • 993 views
    • 
    • Buddy M
    • October 1, 2019

49. Another Asset Sale Question

    By thepensionmaven, September 28, 2019
    • 4 replies
    • 875 views
    • 
    • Lou S.
    • October 1, 2019

50. Compensation spreadsheet and checklist

    By Sammiemor, January 31, 2018
    • 4 replies
    • 1.6k views
    • 
    • thepensionmaven
    • October 1, 2019