401(k) Plans

19,275 topics in this forum

1. Participant Loan Refinance

   By Guest deathbycashcall, January 12, 2011
   • 7 replies
   • 3.6k views
   • 
   • Guest
   • January 13, 2011

2. Discretionary Match

   By PensionMonster, November 13, 2015
   • 7 replies
   • 2k views
   • 
   • austin3515
   • November 16, 2015

3. 1/2 self employment tax calculations

   By Guest smhjr, April 8, 2002
   • 7 replies
   • 2.4k views
   • 
   • Mike Preston
   • April 10, 2002

4. Financial Advisor requirement

   By wsp, June 15, 2006
   • 7 replies
   • 1.6k views
   • 
   • Guest
   • June 20, 2006

5. Match Calculation

   By Rai401k, February 14, 2013
   • 7 replies
   • 1.3k views
   • 
   • BG5150
   • February 15, 2013

6. Audit Exemption

   By bzorc, October 21, 2021
   • 7 replies
   • 1.1k views
   • 
   • bzorc
   • October 25, 2021

7. Removing Roth Option

   By RestAssured, February 24, 2022
   • 7 replies
   • 741 views
   • 
   • #toomanyrules
   • March 18, 2022

8. Best Way To Access code and regs?

   By Guest FREE401k, May 20, 2002
   • 7 replies
   • 1.6k views
   • 
   • MGB
   • May 21, 2002

9. Prefunding a PS contribution

   By Guest chris4013, November 30, 2005
   • 7 replies
   • 2.5k views
   • 
   • AndyH
   • December 1, 2005

10. SH Match not made for HCEs only

    By RTB, May 25, 2017
    • 7 replies
    • 611 views
    • 
    • BG5150
    • May 26, 2017

11. Safe harbor match plus discretionary match

    By Belgarath, May 22, 2018
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • June 20, 2018

12. SH amount owed

    By Becky Schwing, September 26, 2019
    • 7 replies
    • 1.3k views
    • 
    • Larry Starr
    • September 27, 2019

13. Different levels of matching contributions

    By Guest dlm, January 14, 1999
    • 7 replies
    • 10.6k views
    • 
    • Guest
    • August 24, 2000

14. Correction of 402(g) excess by amending W2?

    By BG5150, August 24, 2023
    • 7 replies
    • 1.2k views
    • 
    • CuseFan
    • August 28, 2023

15. Former participant requests SPD and 5500

    By Guest jms370, April 9, 2002
    • 7 replies
    • 5.1k views
    • 
    • pjkoehler
    • April 11, 2002

16. Husband and Wife work together, Hub receives 1099... Cont Calc?

    By K-t-F, November 9, 2004
    • 7 replies
    • 4k views
    • 
    • K-t-F
    • November 9, 2004

17. Terminating a 401(k) Plan

    By Madison71, March 25, 2008
    • 7 replies
    • 3.4k views
    • 
    • Bird
    • June 9, 2008

18. New Controlled Group

    By PFranckowiak, October 24, 2017
    • 7 replies
    • 1.2k views
    • 
    • PFranckowiak
    • November 7, 2017

19. Retirement Allocation Condition

    By Vlad401k, January 13, 2021
    • 7 replies
    • 2.2k views
    • 
    • Cardscrazy
    • January 16, 2021

20. Participating ER - stop participating?

    By doombuggy, June 13, 2023
    • 7 replies
    • 1.5k views
    • 
    • Centerstage
    • July 19, 2023

21. Eligibility

    By Guest andmik, January 8, 2013
    • 7 replies
    • 1.6k views
    • 
    • rcline46
    • January 11, 2013

22. Non Discrimination Testing for Amendment Permitting Early Entry Into 401(k) Plan

    By PensionPro, February 25, 2022
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 8, 2022

23. Definition of Alternate Payee

    By Guest Thornton, August 30, 2002
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • August 30, 2002

24. Final 5500

    By Guest jefe96, October 31, 2005
    • 7 replies
    • 1.8k views
    • 
    • E as in ERISA
    • November 2, 2005

25. Catch-up contributions and QSLOB's

    By Guest tom mathews, December 11, 2001
    • 7 replies
    • 1.7k views
    • 
    • jaemmons
    • January 18, 2002

26. RMD - What comes first

    By PainPA, December 30, 2013   

    • RMD
    • 7 replies
    • 2.1k views
    • 
    • GMK
    • January 6, 2014

27. Includible Comp

    By austin3515, March 26, 2008
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • March 31, 2008

28. SAR and Final 5500

    By 30Rock, July 18, 2018
    • 7 replies
    • 3.1k views
    • 
    • Draper55
    • July 20, 2018

29. Owner and Union Employee at the same time?

    By BG5150, May 2, 2022
    • 7 replies
    • 992 views
    • 
    • Nate S
    • May 5, 2022

30. New Safe Harbor Plan by 10/1 & notice requirement

    By TPApril, September 23, 2022
    • 7 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • September 26, 2022

31. Electing out of Auto Enrollment

    By Guest carolina, August 21, 2007
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • August 22, 2007

32. ADP/coverage testing for control group

    By AKconsult, November 6, 2013
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • November 8, 2013

33. PARTICIPANT VESTING IN MERGERS AND SAME DESK RULES VERY ODD SET OF HAP

    By Guest ACM, April 5, 2000
    • 7 replies
    • 2.5k views
    • 
    • card
    • February 1, 2002

34. Unusual 401k Loan Issue

    By Guest dskmh, August 26, 2003
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • August 27, 2003

35. What is an "open" tax year ?

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

36. Employer sent in $15,500 and CPA did not run it through payroll

    By Jim Chad, March 6, 2009
    • 7 replies
    • 1.3k views
    • 
    • K2retire
    • March 8, 2009

37. Brain Teaser

    By M R Bernardin, April 23, 1999
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • April 29, 1999

38. Same desk rule?

    By k man, September 5, 2000
    • 7 replies
    • 2.4k views
    • 
    • pjkoehler
    • September 6, 2000

39. Payroll deduction error

    By MoShawn, February 4, 2010
    • 7 replies
    • 2.1k views
    • 
    • MoShawn
    • February 8, 2010

40. New Comp Contribution red flags

    By Sammiemor, April 4, 2017
    • 7 replies
    • 818 views
    • 
    • K2
    • April 4, 2017

41. 402(g) oops

    By Guest LWilson, June 11, 2002
    • 7 replies
    • 2.4k views
    • 
    • R. Butler
    • June 12, 2002

42. Participation Waivers

    By Guest PEM, October 10, 2005
    • 7 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • October 11, 2005

43. 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

44. Morgan Stanley Smith Barney - PLAN DISTRIBUTION ISSUE

    By Guest hellerpension, February 15, 2011
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • February 17, 2011

45. Entity type in Document

    By cpc0506, April 2, 2013
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • April 4, 2013

46. accrual of elective deferral

    By thepensionmaven, April 4, 2018   

    • accrual
    • 7 replies
    • 1k views
    • 
    • thepensionmaven
    • April 10, 2018

47. hardship distribution

    By k man, August 9, 2000
    • 7 replies
    • 2.4k views
    • 
    • KIP KRAUS
    • August 15, 2000

48. What to do with gain from recordkeeping erorrs?

    By Guest GMedley, May 11, 2001
    • 7 replies
    • 2.7k views
    • 
    • Kevin C
    • February 20, 2009

49. New Safe Harbor Plan - 2005 - no prior plans

    By Guest jetfaninmn, September 15, 2005
    • 7 replies
    • 1.1k views
    • 
    • Guest
    • September 16, 2005

50. 401k Deduction from Bonus Check

    By Guest koo, October 8, 2009
    • 7 replies
    • 18.9k views
    • 
    • Guest
    • October 9, 2009