401(k) Plans

19,275 topics in this forum

1. 401(k) deferrals on imputed income

   By Guest rlt4, August 19, 2009
   • 7 replies
   • 15.5k views
   • 
   • MARYMM
   • October 5, 2010

2. What happens if SHM is "late"?

   By BG5150, June 14, 2019
   • 7 replies
   • 1.7k views
   • 
   • RatherBeGolfing
   • June 20, 2019

3. Late correction of ADP deferral failure

   By Belgarath, March 4, 2021
   • 7 replies
   • 909 views
   • 
   • Belgarath
   • March 8, 2021

4. One day plan year....

   By fiona1, December 28, 2005
   • 7 replies
   • 2.9k views
   • 
   • Just Me
   • January 9, 2006

5. Am I over analyzing?

   By wsp, May 16, 2006
   • 7 replies
   • 2.4k views
   • 
   • wsp
   • May 18, 2006

6. Controlled Group - Husband & Wife

   By MGOAdmin, September 11, 2014   

   • controlled group
   • husband
   • (and 2 more)

     Tagged with:

     • controlled group
     • husband
     • wife
     • ownership
   • 7 replies
   • 1.7k views
   • 
   • MGOAdmin
   • September 11, 2014

7. 402(g) excess deferral not refunded by April 15

   By Guest GMedley, June 5, 2001
   • 7 replies
   • 6.8k views
   • 
   • R. Butler
   • June 7, 2001

8. Top Heavy 401(k)

   By pmacduff, May 22, 2008
   • 7 replies
   • 2.6k views
   • 
   • pmacduff
   • June 4, 2008

9. Investment in CAnadian gold Coins

   By jkharvey, February 17, 2011
   • 7 replies
   • 1.5k views
   • 
   • masteff
   • February 19, 2011

10. Partial Plan Termination and Rehire

    By AJ North, July 31, 2020
    • 7 replies
    • 2.3k views
    • 
    • Luke Bailey
    • August 3, 2020

11. Hardship withdrawals - non-safe harbor definition

    By Belgarath, August 12, 2013   

    • amending plan
    • 7 replies
    • 5.2k views
    • 
    • Belgarath
    • August 13, 2013

12. Hardship withdrawal for expenses previously paid

    By buckaroo, November 17, 2010
    • 7 replies
    • 3k views
    • 
    • Guest
    • November 17, 2010

13. GUST Fees

    By Guest Frank Jackson, August 29, 2001
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2001

14. Partial Plan Termination?

    By PFranckowiak, August 19, 2008
    • 7 replies
    • 3.4k views
    • 
    • JanetM
    • August 22, 2008

15. Catchup and ADP Test

    By jmartin, August 17, 2011
    • 7 replies
    • 5k views
    • 
    • Tom Poje
    • April 28, 2014

16. Pros and cons of allowing multiple outstanding loans to a 401(k) parti

    By Guest DDDlump, November 27, 2000
    • 7 replies
    • 5k views
    • 
    • Jon Chambers
    • November 30, 2000

17. SH Match, Top Heavy, Integrated PS

    By ogilviesann, May 15, 2013
    • 7 replies
    • 1.6k views
    • 
    • BG5150
    • May 17, 2013

18. Pooled Plan / Lost Participant / $800 Balance

    By austin3515, October 30, 2017
    • 7 replies
    • 1.2k views
    • 
    • ESOP Guy
    • October 31, 2017

19. Former Key/Top Heavy/EGTRRA

    By Brenda Wren, September 19, 2001
    • 7 replies
    • 2.2k views
    • 
    • Tom Poje
    • September 20, 2001

20. Union 401K plans

    By Guest KJSpaeth, April 11, 2002
    • 7 replies
    • 2k views
    • 
    • RCK
    • April 12, 2002

21. 415 Limit and the 100% of Comp Limitation

    By mming, May 29, 2018
    • 7 replies
    • 3.3k views
    • 
    • spiritrider
    • August 18, 2018

22. NRA and Break in Service

    By ERISA guy, May 10, 2022
    • 7 replies
    • 935 views
    • 
    • G8Rs
    • May 11, 2022

23. Has anyone seen the official annual limitations for 2001?

    By Felicia, November 2, 2000
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • November 21, 2000

24. Auto rollover on plan terminations

    By Guest Do, February 4, 2005
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • February 9, 2005

25. 401k entry dates

    By Guest kdzurinda, February 24, 2006
    • 7 replies
    • 6.6k views
    • 
    • Guest
    • February 27, 2006

26. 401(k)/Profit Sharing Contributions

    By Randy Watson, August 24, 2006
    • 7 replies
    • 2.1k views
    • 
    • Randy Watson
    • August 25, 2006

27. Change in election amount

    By Guest Nini, June 21, 2007
    • 7 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 26, 2007

28. Conflict b/w hardship withdrawal rules and ESPP rules

    By Flight33, June 24, 2008
    • 7 replies
    • 4.1k views
    • 
    • masteff
    • June 25, 2008

29. Standard Late Deposit of Salary Deferrals Question

    By rblum50, May 15, 2013
    • 7 replies
    • 5.2k views
    • 
    • MoShawn
    • May 16, 2013

30. Failure to withhold 20% on distribution from 401k plan

    By Pammie57, December 21, 2017
    • 7 replies
    • 4.1k views
    • 
    • Kristina
    • December 26, 2017

31. Prefunded 401k deferrals (over contributed)

    By jkharvey, May 30, 2018
    • 7 replies
    • 2.4k views
    • 
    • shERPA
    • May 30, 2018

32. Freeze a 401(k) plan

    By sb0828, December 28, 2018   

    • freeze
    • 7 replies
    • 3.4k views
    • 
    • Larry Starr
    • January 3, 2019

33. Ability to roll loans from the plan - protected benefit?

    By AlbanyConsultant, November 1, 2023
    • 7 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 8, 2023

34. EE terminates from one company in control group and begins to work for

    By Guest LLandau, October 14, 2002
    • 7 replies
    • 5.2k views
    • 
    • austin3515
    • October 15, 2002

35. Safe Harbor 401k Closing / Contribution Requirements

    By jtbrown1111, August 15, 2019   

    • safe harbor plans
    • 7 replies
    • 808 views
    • 
    • Bri
    • August 16, 2019

36. Adjust ADP Refunds for "Gap Period"

    By austin3515, March 11, 2020
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 13, 2020

37. EIN required for Sole Proprietor's 401(k) Plan?

    By Guest tgraham, June 30, 2004
    • 7 replies
    • 1.8k views
    • 
    • Earl
    • July 2, 2004

38. In-Service Distribution Amendment for Safe Harbor Plan

    By Vlad401k, August 12, 2015
    • 7 replies
    • 1.7k views
    • 
    • QDROphile
    • August 20, 2015

39. Top Heavy contribution required

    By katieinny, October 13, 2009
    • 7 replies
    • 1.4k views
    • 
    • rcline46
    • October 13, 2009

40. 401(k) but no profit sharing

    By Santo Gold, February 24, 2006
    • 7 replies
    • 1.8k views
    • 
    • Santo Gold
    • February 25, 2006

41. Employer has been notified of "invalid" SSNs

    By cheersmate, April 17, 2019   

    • illegal aliens
    • invalid ssn
    • 7 replies
    • 3.4k views
    • 
    • cheersmate
    • April 23, 2019

42. Plan Termination Question

    By austin3515, June 15, 2015
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • June 16, 2015

43. 401k Inservice Withdtrawal

    By Guest gaglitm, March 21, 2005
    • 7 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 21, 2005

44. 401K Audit Deferred Short Plan Year -Help!

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

45. Leased Employees = not fun

    By Guest smhjr, August 16, 2004
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • August 20, 2004

46. LLC as an investment

    By Scuba 401, June 2, 2017
    • 7 replies
    • 1.1k views
    • 
    • MoJo
    • June 2, 2017

47. Application of MRD rules to a post-death 401(k) distribution

    By Guest erisafried, December 30, 2002
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • December 31, 2002

48. profit sharing scenario

    By wsp, August 25, 2006
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • September 5, 2006

49. Testing issues-President of Co, but not employee - Controlled group of corps

    By Guest cosmo01, November 4, 2003
    • 7 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • November 5, 2003

50. Ratio % test means we're home free?

    By Flyboyjohn, April 8, 2013
    • 7 replies
    • 1.6k views
    • 
    • rcline46
    • April 9, 2013