401(k) Plans

19,317 topics in this forum

1. Cite for spousal consent NOT being required for distributions or loans

   By John A, April 4, 2002
   • 11 replies
   • 8.9k views
   • 
   • Guest
   • April 24, 2002

2. DOL dings employer for failure to deposit elective deferrals within 7

   By k man, July 21, 2000
   • 17 replies
   • 8.8k views
   • 
   • KJohnson
   • October 24, 2000

3. Temporary Employees

   By Lori Foresz, August 23, 2004
   • 8 replies
   • 8.8k views
   • 
   • mbozek
   • August 27, 2004

4. Former Key in top heavy test

   By doombuggy, May 26, 2016   

   • key employee
   • former key employee
   • (and 1 more)

     Tagged with:

     • key employee
     • former key employee
     • top heavy test
   • 11 replies
   • 8.7k views
   • 
   • LKSmoke
   • March 15, 2021

5. S Corp Wages used for 401(k) Plan

   By Guest jusducki, February 27, 2006
   • 13 replies
   • 8.7k views
   • 
   • Guest
   • February 27, 2006

6. Prototype vs. Volume Submitter "Check the Box"

   By austin3515, December 10, 2008
   • 10 replies
   • 8.7k views
   • 
   • Guest
   • December 11, 2008

7. ADP Test - Should HCE w/ no comp or hrs be included?

   By Guest carsonv, February 26, 2004
   • 22 replies
   • 8.7k views
   • 
   • Archimage
   • February 16, 2005

8. 1099-R and the hardship withdrawal

   By Guest mam, March 17, 2000
   • 2 replies
   • 8.7k views
   • 
   • Guest
   • March 17, 2000

9. Safe Harbor 401(k) and Modified Compensation Definition

   By buckaroo, September 15, 2008
   • 7 replies
   • 8.7k views
   • 
   • John Feldt ERPA CPC QPA
   • September 16, 2008

10. Contingent Benefit Rule

    By XTitan, September 5, 2008
    • 6 replies
    • 8.7k views
    • 
    • XTitan
    • September 6, 2008

11. 401(k) contribution limits and health benefits

    By Guest paytaxesforusa, April 10, 2006
    • 3 replies
    • 8.7k views
    • 
    • GBurns
    • April 21, 2006

12. Forced Distribution Options

    By Guest Jules1, August 4, 2013
    • 10 replies
    • 8.6k views
    • 
    • cdavis25
    • August 6, 2013

13. Pass through dividends on company stock held in 401(k) plan

    By Tegernsee, March 20, 2023
    • 12 replies
    • 8.6k views
    • 
    • Tegernsee
    • March 22, 2023

14. Last Day Rule for Match

    By card, September 25, 2017
    • 15 replies
    • 8.6k views
    • 
    • K2retire
    • September 27, 2017

15. Timing of Amendment Switching from Current Year to Prior Year Testing Method

    By rocknrolls2, January 29, 2009
    • 14 replies
    • 8.6k views
    • 
    • BG5150
    • March 26, 2009

16. First year profit share and W-2 box 13

    By masteff, September 27, 2007
    • 11 replies
    • 8.6k views
    • 
    • Appleby
    • October 2, 2007

17. Hardship Distribution - Medical Expenses

    By Guest Karen Geiger, August 21, 2000
    • 8 replies
    • 8.6k views
    • 
    • R. Butler
    • August 23, 2000

18. Limits on Plans with Plan Year other than 12/31

    By Guest GordonJ, February 14, 2009
    • 10 replies
    • 8.6k views
    • 
    • J Simmons
    • June 26, 2009

19. Who can be a trustee?

    By Guest Jimmy B, April 2, 2002
    • 15 replies
    • 8.6k views
    • 
    • Guest
    • October 15, 2002

20. Safe harbor non-elective not yet made

    By thepensionmaven, May 24, 2017
    • 27 replies
    • 8.6k views
    • 
    • 401(k)athryn
    • April 6, 2018

21. Last Day rule (?) for Safe Harbor contrib

    By Brian Gallagher, June 12, 2003
    • 6 replies
    • 8.6k views
    • 
    • Guest
    • June 17, 2003

22. Plan Sponsor as Trustee?

    By Guest krijowri, June 15, 2007
    • 28 replies
    • 8.5k views
    • 
    • Steelerfan
    • June 26, 2007

23. Bonuses in Safe Harbor Plans

    By Madison71, April 4, 2012
    • 8 replies
    • 8.5k views
    • 
    • BG5150
    • April 5, 2012

24. Compensation - W2 vs 415 safe harbor

    By Guest wjr, August 10, 2004
    • 5 replies
    • 8.5k views
    • 
    • Archimage
    • August 11, 2004

25. 414(s) Compensation and 401(k) Plans

    By Tom Poje, May 26, 1999
    • 13 replies
    • 8.5k views
    • 
    • AndyH
    • December 13, 2001

26. Safe Harbor / 401k = Different Eligibility Allowed?

    By jmartin, July 15, 2013
    • 18 replies
    • 8.5k views
    • 
    • BG5150
    • July 17, 2013

27. Return of match on excess contributions

    By Guest Taxman, October 15, 2003
    • 6 replies
    • 8.5k views
    • 
    • Guest
    • October 22, 2003

28. Is it more common to calculate an employer matching contribution on a

    By card, November 29, 2000
    • 21 replies
    • 8.5k views
    • 
    • wmyer
    • December 5, 2000

29. 401k Early Withdrawal Penalty

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

30. ACA vs EACA

    By blue, November 7, 2007
    • 3 replies
    • 8.5k views
    • 
    • blue
    • November 8, 2007

31. Mapping

    By merciless, January 29, 2015
    • 28 replies
    • 8.5k views
    • 
    • ESOP Guy
    • February 4, 2015

32. Revenue Ruling 77-200 adn 91-4

    By blue, June 25, 2009
    • 1 reply
    • 8.4k views
    • 
    • jevd
    • June 26, 2009

33. Illegal employee

    By Guest Mike Schwing, June 9, 2003
    • 21 replies
    • 8.4k views
    • 
    • GBurns
    • June 10, 2003

34. K-1 and how to calculate Earned Income

    By Guest Born2Run, July 20, 2009
    • 2 replies
    • 8.4k views
    • 
    • BG5150
    • March 16, 2020

35. Revenge of the Service Contract Act--Vesting of non-elective contributions

    By Guest erisafried, March 12, 2005
    • 13 replies
    • 8.4k views
    • 
    • GBurns
    • March 15, 2005

36. ADP/ACP Test

    By Guest Jason37, March 15, 2009
    • 13 replies
    • 8.4k views
    • 
    • Below Ground
    • March 17, 2009

37. PA withholding on 401(k) contribs

    By HarleyBabe, July 23, 2012
    • 8 replies
    • 8.4k views
    • 
    • mbozek
    • July 24, 2012

38. employer didn't make non-elective safe harbor contributions?

    By Guest BigQuestion, June 18, 2011
    • 9 replies
    • 8.4k views
    • 
    • K2retire
    • June 23, 2011

39. Last Day Rule

    By commishvp, February 9, 2007
    • 8 replies
    • 8.4k views
    • 
    • Guest
    • February 9, 2007

40. EIN/SS# for 1099-R / 1096

    By austin3515, September 14, 2011
    • 17 replies
    • 8.3k views
    • 
    • Bird
    • September 15, 2011

41. Participant Opting out of Profit Sharing and Money Purchase Pension Pl

    By LCARUSI, January 7, 1999
    • 14 replies
    • 8.3k views
    • 
    • Guest
    • January 21, 1999

42. Can A 401k Plan Be Temporarily Frozen?

    By mming, February 26, 2013
    • 9 replies
    • 8.2k views
    • 
    • mming
    • February 26, 2013

43. Participant directed vs non-particpant directed

    By Guest todd, October 6, 2000
    • 1 reply
    • 8.2k views
    • 
    • MR
    • October 8, 2000

44. Noncalendar year Plan

    By Guest RJF, May 22, 2006
    • 37 replies
    • 8.2k views
    • 
    • Mike Preston
    • March 26, 2007

45. Massachusetts State Taxes on Distributions

    By Guest CHRISTA, June 28, 2001
    • 6 replies
    • 8.2k views
    • 
    • AndyH
    • July 11, 2001

46. Named Fiduciary vs Directed TTEE

    By Guest Ephesian431, February 7, 2000
    • 23 replies
    • 8.2k views
    • 
    • austin3515
    • October 28, 2002

47. RMD and post-tax contributions

    By RCK, October 8, 2002
    • 7 replies
    • 8.1k views
    • 
    • RCK
    • October 10, 2002

48. rollover paperwork

    By Guest doh5557, March 20, 2012
    • 13 replies
    • 8.1k views
    • 
    • mbozek
    • March 21, 2012

49. Rule of Parity in 401k plans

    By austin3515, February 3, 2011
    • 2 replies
    • 8.1k views
    • 
    • Tom Poje
    • February 3, 2011

50. Divorced Spouse not removed as Beneficiary

    By ratherbereading, July 18, 2022
    • 21 replies
    • 8.1k views
    • 
    • ESOP Guy
    • July 11, 2024