401(k) Plans

19,382 topics in this forum

1. Vested Amount of 401k meaning

   By dbm, October 24, 2019
   • 5 replies
   • 8.6k views
   • 
   • Larry Starr
   • October 24, 2019

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

   By austin3515, August 29, 2019
   • 56 replies
   • 6.8k views
   • 
   • Bill Presson
   • October 24, 2019

3. Excluding Leased Employees

   By BG5150, October 18, 2019
   • 5 replies
   • 3.6k views
   • 
   • AKconsult
   • October 24, 2019

4. Hardship Tax Withholding Requirements

   By 401king, October 16, 2019
   • 9 replies
   • 12.2k views
   • 
   • rr_sphr
   • October 22, 2019

5. after tax deposit deadline

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

6. Annual Notice Requirement for Spouse Only Plan

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

7. Plan with bad loans

   By J Simmons, October 2, 2019
   • 3 replies
   • 1.3k views
   • 
   • LIBERTYKID
   • October 22, 2019

8. In-plan Roth conversion Relius document question

   By ESI2015, October 21, 2019
   • 2 replies
   • 1.4k views
   • 
   • Lou S.
   • October 21, 2019

9. Schwab Small Biz 401k

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

10. Cashing out 401k

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

11. 90 day return of deferrals allowed in QACA?

    By BG5150, October 15, 2019
    • 5 replies
    • 1.6k views
    • 
    • Doc Ument
    • October 17, 2019

12. OOPS Roth conversion

    By SoCalActuary, September 26, 2019
    • 5 replies
    • 1.2k views
    • 
    • Larry Starr
    • October 17, 2019

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

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

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

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

15. ADP vs. 402g failure - priority?

    By AlbanyConsultant, October 14, 2019
    • 5 replies
    • 3.1k views
    • 
    • MDCPA
    • October 17, 2019

16. Death benefit to minor

    By baileybear, October 15, 2019
    • 1 reply
    • 1.1k views
    • 
    • Terry Connerton
    • October 16, 2019

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

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

18. Plan loan

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

19. Form 5558's

    By Pammie57, July 29, 2019
    • 14 replies
    • 2.7k views
    • 
    • Nicola
    • October 13, 2019

20. Prevailing Wage ADP Failure - Fort Williams Software

    By Purplemandinga, October 10, 2019
    • 5 replies
    • 1.3k views
    • 
    • Lou S.
    • October 11, 2019

21. Employer contribution by salary reduction

    By spiritrider, October 9, 2019
    • 7 replies
    • 2.3k views
    • 
    • Bill Presson
    • October 10, 2019

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

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

23. What nondiscrimination testing rules apply to controlled groups?

    By John A, December 20, 2000
    • 5 replies
    • 9.8k views
    • 
    • rlbillings
    • October 10, 2019

24. Hardship Withdrawal - Sensitive Medical Expenses

    By hardshipquestions, October 8, 2019   

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

      Tagged with:

      • 401k
      • hardship withdrawal
      • disclosure
    • 10 replies
    • 6.2k views
    • 
    • Mike Preston
    • October 10, 2019

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

    By Charles, June 6, 2019
    • 4 replies
    • 1.7k views
    • 
    • Charles
    • October 9, 2019

26. self employed catch up

    By DDB BN, October 8, 2019
    • 4 replies
    • 1.2k views
    • 
    • DDB BN
    • October 8, 2019

27. 414s

    By justatester, October 4, 2019
    • 4 replies
    • 1.5k views
    • 
    • Doc Ument
    • October 7, 2019

28. 401K PLAN - incorrectly/involuntarily terminated

    By Jakyasar, October 5, 2019
    • 4 replies
    • 1.1k views
    • 
    • A Jensen
    • October 7, 2019

29. 401K Audit Deferred Short Plan Year -Help!

    By 401Kquestions, October 2, 2019
    • 7 replies
    • 2.1k views
    • 
    • Larry Starr
    • October 4, 2019

30. New Plan 2018 No Deposits No Reporting

    By ldr, October 2, 2019   

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

31. need help with elapsed time/eligibility

    By rr_sphr, October 3, 2019
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • October 3, 2019

32. Default on 401k due to work related disabilty

    By Bonnie Sue eden, October 2, 2019   

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

33. RMD

    By oldman63, September 27, 2019
    • 9 replies
    • 1.9k views
    • 
    • Larry Starr
    • October 3, 2019

34. Escrow Payments

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

35. Active Duty and Loans

    By cpc0506, September 27, 2019
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • October 2, 2019

36. 401(a)(17) limit and Plan Definition of Comp

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

37. Taxes from 401K

    By Buddy M, September 29, 2019
    • 10 replies
    • 1.1k views
    • 
    • Buddy M
    • October 1, 2019

38. Another Asset Sale Question

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

39. Compensation spreadsheet and checklist

    By Sammiemor, January 31, 2018
    • 4 replies
    • 1.7k views
    • 
    • thepensionmaven
    • October 1, 2019

40. Current Solo K - New Plan Next Year

    By sdix401k, September 24, 2019
    • 23 replies
    • 2.3k views
    • 
    • Bill Presson
    • September 30, 2019

41. Asset Sale

    By Chippy, September 25, 2019
    • 21 replies
    • 2.2k views
    • 
    • Chippy
    • September 30, 2019

42. Late Employer Disc Matching Contribution

    By ratherbereading, September 27, 2019
    • 10 replies
    • 2.4k views
    • 
    • ratherbereading
    • September 30, 2019

43. plan terminated before VFCP amount put in

    By stan evans, September 28, 2019
    • 0 replies
    • 409 views
    • 
    • stan evans
    • September 28, 2019

44. Amendment adding Roth provision

    By Doghouse, September 27, 2019
    • 4 replies
    • 2.1k views
    • 
    • Doc Ument
    • September 27, 2019

45. Closed MEP Safe Harbor spinning off assets after 10/1

    By gdlfa, September 25, 2019
    • 5 replies
    • 1.7k views
    • 
    • Larry Starr
    • September 27, 2019

46. SH amount owed

    By Becky Schwing, September 26, 2019
    • 7 replies
    • 1.4k views
    • 
    • Larry Starr
    • September 27, 2019

47. excess match for one NHCE

    By M Norton, September 25, 2019
    • 12 replies
    • 1.1k views
    • 
    • Larry Starr
    • September 27, 2019

48. Controlled Group Coverage

    By justatester, September 26, 2019
    • 4 replies
    • 948 views
    • 
    • Larry Starr
    • September 27, 2019

49. Guaranteed Bonus

    By Gadgetfreak, September 26, 2019
    • 2 replies
    • 996 views
    • 
    • Larry Starr
    • September 26, 2019

50. Spin off from MEP

    By cpc0506, September 26, 2019
    • 0 replies
    • 1.3k views
    • 
    • cpc0506
    • September 26, 2019