401(k) Plans

19,317 topics in this forum

1. Client forgot to remove deferrals from payck

   By doombuggy, December 8, 2006
   • 20 replies
   • 6.1k views
   • 
   • Guest
   • January 3, 2007

2. Another Amendment to Safe Harbor Plan Question

   By austin3515, June 8, 2015
   • 20 replies
   • 1.8k views
   • 
   • austin3515
   • June 15, 2015

3. Match For Free

   By Disco Stu, December 6, 2002
   • 20 replies
   • 4.4k views
   • 
   • MWeddell
   • December 27, 2002

4. Rental property owned by plan

   By doombuggy, July 25, 2006
   • 20 replies
   • 4.9k views
   • 
   • Guest
   • July 27, 2006

5. Missing spouse of deceased Participant and no waiver on file

   By Jim Chad, October 27, 2017
   • 20 replies
   • 4.8k views
   • 
   • jpod
   • November 2, 2017

6. 401(k) Plan Termination and Startup

   By mlp0816, February 17, 2015
   • 20 replies
   • 6.5k views
   • 
   • Belgarath
   • August 23, 2018

7. Stable Value Market Value Gain

   By MoJo, January 16, 2003
   • 20 replies
   • 4.3k views
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   • MWeddell
   • April 2, 2003

8. EGTRRA and ACP/ADP testing

   By Guest sampat, August 8, 2001
   • 20 replies
   • 2.9k views
   • 
   • Medusa
   • August 10, 2001

9. rights benefits and features

   By Scuba 401, June 1, 2017
   • 20 replies
   • 1.8k views
   • 
   • ESOP Guy
   • June 2, 2017

10. Investment Restrictions in 401(k) Plan

    By Guest notapensiongeek, April 25, 2008
    • 20 replies
    • 8.9k views
    • 
    • Guest
    • May 1, 2008

11. Beneficiary Designation Forms

    By CLE401kGuy, July 27, 2010
    • 20 replies
    • 6.3k views
    • 
    • Guest
    • July 29, 2010

12. Employer Won't Safe Harbor Plan: Other Options?

    By 401kquestion, February 22, 2015
    • 20 replies
    • 2.6k views
    • 
    • mbozek
    • February 27, 2015

13. Plans that require 1 year of service PLUS 1,000 hours

    By Guest meeh3704, September 22, 2008
    • 20 replies
    • 6.5k views
    • 
    • Guest
    • September 24, 2008

14. May 401k plan create LLC with Plan Sponsor

    By Dalai Pookah, August 6, 2018   

    • prohibited transaction
    • joint investment
    • 20 replies
    • 1.5k views
    • 
    • Luke Bailey
    • August 10, 2018

15. correct amount to report on 1099

    By k man, July 8, 2004
    • 20 replies
    • 2.6k views
    • 
    • TBob
    • July 13, 2004

16. ER contribution to pension or medical?

    By CO Bank, June 28, 2007
    • 20 replies
    • 4.9k views
    • 
    • Don Levit
    • July 3, 2007

17. Profit sharing contribution covered by a Board Resolution?

    By Guest Fred Maynard, March 4, 2005
    • 20 replies
    • 5.8k views
    • 
    • AndyH
    • March 7, 2005

18. Scrivener's error

    By rlb64, January 3, 2005
    • 20 replies
    • 7.5k views
    • 
    • 401 Chaos
    • January 6, 2005

19. Top Heavy Safe Harbor Plan

    By Below Ground, July 20, 2023
    • 20 replies
    • 1.1k views
    • 
    • Bird
    • July 26, 2023

20. Land Held in Profit Sharing Plan will not sell

    By Pixie, May 5, 2009
    • 20 replies
    • 4.6k views
    • 
    • A Shot in the Dark
    • May 11, 2009

21. Antialienation

    By Guest tonjer, November 7, 2002
    • 20 replies
    • 5.6k views
    • 
    • mbozek
    • November 12, 2002

22. 401(k) deferrals counting towards the 415 maximum annual addition

    By chris, January 7, 2003
    • 20 replies
    • 6.7k views
    • 
    • Guest
    • January 23, 2003

23. Late deposits

    By ESOP Guy, March 24, 2011
    • 20 replies
    • 9.2k views
    • 
    • rcline46
    • August 21, 2014

24. Separation of Service & Rehire

    By Guest benefitsanalyst, April 27, 2004
    • 20 replies
    • 5.2k views
    • 
    • JanetM
    • April 30, 2004

25. Catch-up and off-plan years

    By fiona1, November 14, 2012
    • 20 replies
    • 2.6k views
    • 
    • Kevin C
    • November 21, 2012

26. Which is Worse? QDIA Options

    By austin3515, July 7, 2012
    • 20 replies
    • 4.5k views
    • 
    • BG5150
    • November 9, 2012

27. service weighted allocation and the gateway test

    By Santo Gold, March 8, 2006
    • 20 replies
    • 4.4k views
    • 
    • Mike Preston
    • March 10, 2006

28. Audit Services .vs. TPA Services

    By JMP, May 11, 2020
    • 20 replies
    • 2.9k views
    • 
    • ERISAtwin74
    • May 29, 2020

29. Amend Vesting

    By John Feldt ERPA CPC QPA, June 10, 2008
    • 20 replies
    • 2.9k views
    • 
    • Kimberly S
    • June 16, 2008

30. ASPPA Test Question

    By Guest JeffC, November 20, 2008
    • 20 replies
    • 9.2k views
    • 
    • david rigby
    • November 24, 2008

31. New Comparability/Safe-Harbor - Partners max, but want to give less to one of the partners

    By Guest THess, February 15, 2005
    • 20 replies
    • 2.7k views
    • 
    • Alf
    • February 17, 2005

32. Top-heavy defined contribution minimums

    By lexi, March 15, 2007
    • 20 replies
    • 3.4k views
    • 
    • HarleyBabe
    • November 30, 2007

33. Catch up in excess of 100% of compensation

    By Jakyasar, December 27, 2019
    • 19 replies
    • 3.7k views
    • 
    • Jakyasar
    • April 22, 2020

34. Top-Heavy Question

    By Guest Cinadr, October 11, 2010
    • 19 replies
    • 3.9k views
    • 
    • Kevin C
    • October 15, 2010

35. No more determination letters...

    By austin3515, July 23, 2015
    • 19 replies
    • 2.5k views
    • 
    • TPApril
    • March 21, 2016

36. I have to pay back 401k loan before I am eligible for re-hire?

    By Jaclyn, September 17, 2019   

    • rehire
    • terminated employee
    • 19 replies
    • 5.2k views
    • 
    • Larry Starr
    • September 20, 2019

37. Loan payments - stopping payroll deduction

    By Guest MaryMac, August 6, 2002
    • 19 replies
    • 10k views
    • 
    • RatherBeGolfing
    • April 11, 2019

38. 401(k) Plan Mega Roth Backdoor After Tax Contributions

    By VIkram Aurora, QPA, QKC, December 17, 2025
    • 19 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • December 23, 2025

39. 401k Early Withdrawal Penalty

    By fidu, November 14, 2002
    • 19 replies
    • 8.5k views
    • 
    • BG5150
    • July 6, 2009

40. What does line 14C on a k-1 refer to?

    By Jim Chad, September 5, 2018
    • 19 replies
    • 7.3k views
    • 
    • thepensionmaven
    • September 13, 2018

41. Beneficiary Designation Voided by Marriage?

    By austin3515, December 3, 2009
    • 19 replies
    • 14.1k views
    • 
    • J Simmons
    • January 29, 2010

42. Can you transfer balances between a bargained and non-bargained 401(k)

    By Guest Kevin Plymyer, March 5, 2001
    • 19 replies
    • 6.1k views
    • 
    • Bob R
    • March 15, 2001

43. Help - 5500EZ (Solo 401K) - $150K penalty notice CP 220

    By Help_5500EZ_150K, October 18, 2023
    • 19 replies
    • 5.5k views
    • 
    • 5500EZ Help Me
    • February 2, 2024

44. RMD for 5% owner accounting

    By matthny, March 23, 2023
    • 19 replies
    • 1.7k views
    • 
    • CuseFan
    • March 27, 2023

45. profit sharing deduction timing

    By Minnesota planner, August 2, 2019
    • 19 replies
    • 2.4k views
    • 
    • Below Ground
    • August 12, 2019

46. Wife is sole mbr LLC and trustee of 401K plan which invests in husbands privately held partnership

    By RC50, October 26, 2016
    • 19 replies
    • 3k views
    • 
    • shERPA
    • October 31, 2016

47. Deadline for Excess Deferral Corrective Distribution-2005

    By Guest CJK, April 13, 2006
    • 19 replies
    • 4.2k views
    • 
    • fiona1
    • April 18, 2006

48. Distribution of excess deferrals after correction period

    By J. Bringhurst, October 30, 2002
    • 19 replies
    • 3.4k views
    • 
    • Brian Gallagher
    • October 31, 2002

49. Retructuring & Terms w/ Breaks

    By austin3515, February 15, 2011
    • 19 replies
    • 1.6k views
    • 
    • austin3515
    • February 17, 2011

50. Illegal Aliens

    By Guest benefitsanalyst, July 19, 2002
    • 19 replies
    • 12.2k views
    • 
    • Guest
    • July 30, 2002