401(k) Plans

19,489 topics in this forum

1. 401k Deferral election made after entry date

   By DDB BN, October 25, 2019
   • 13 replies
   • 6.1k views
   • 
   • Bill Presson
   • October 29, 2019

2. Deferrals stopped ... new owners - new payroll service

   By Basically, October 22, 2019
   • 9 replies
   • 1.4k views
   • 
   • david rigby
   • October 28, 2019

3. Rollover Withdrawal from Retirement Plan

   By mjf06241972, October 28, 2019
   • 1 reply
   • 638 views
   • 
   • 401king
   • October 28, 2019

4. Stop my loan payments

   By 52626, October 25, 2019
   • 4 replies
   • 3.7k views
   • 
   • Peter Gulia
   • October 25, 2019

5. Deferred Vested Benefit (401k plan)

   By legort69, October 24, 2019
   • 8 replies
   • 5.3k views
   • 
   • Larry Starr
   • October 25, 2019

6. DOL Investment Guidance

   By MjInvestments, October 24, 2019
   • 4 replies
   • 1.2k views
   • 
   • Larry Starr
   • October 25, 2019

7. 401k Loan Payments Not Stopped

   By apcf, October 24, 2019
   • 7 replies
   • 2.2k views
   • 
   • apcf
   • October 25, 2019

8. Vested Amount of 401k meaning

   By dbm, October 24, 2019
   • 5 replies
   • 10.4k views
   • 
   • Larry Starr
   • October 24, 2019

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

   By austin3515, August 29, 2019
   • 56 replies
   • 8.7k views
   • 
   • Bill Presson
   • October 24, 2019

10. Excluding Leased Employees

    By BG5150, October 18, 2019
    • 5 replies
    • 4k views
    • 
    • AKconsult
    • October 24, 2019

11. Hardship Tax Withholding Requirements

    By 401king, October 16, 2019
    • 9 replies
    • 15.6k views
    • 
    • rr_sphr
    • October 22, 2019

12. after tax deposit deadline

    By cdavis25, October 14, 2019
    • 3 replies
    • 1.2k views
    • 
    • Larry Starr
    • October 22, 2019

13. Annual Notice Requirement for Spouse Only Plan

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

14. Plan with bad loans

    By J Simmons, October 2, 2019
    • 3 replies
    • 1.6k views
    • 
    • LIBERTYKID
    • October 22, 2019

15. In-plan Roth conversion Relius document question

    By ESI2015, October 21, 2019
    • 2 replies
    • 1.6k views
    • 
    • Lou S.
    • October 21, 2019

16. Schwab Small Biz 401k

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

17. Cashing out 401k

    By hawkeye1959, October 16, 2019
    • 5 replies
    • 1.4k views
    • 
    • hawkeye1959
    • October 18, 2019

18. 90 day return of deferrals allowed in QACA?

    By BG5150, October 15, 2019
    • 5 replies
    • 1.8k views
    • 
    • Doc Ument
    • October 17, 2019

19. OOPS Roth conversion

    By SoCalActuary, September 26, 2019
    • 5 replies
    • 1.4k views
    • 
    • Larry Starr
    • October 17, 2019

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

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

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

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

22. ADP vs. 402g failure - priority?

    By AlbanyConsultant, October 14, 2019
    • 5 replies
    • 3.5k views
    • 
    • MDCPA
    • October 17, 2019

23. Death benefit to minor

    By baileybear, October 15, 2019
    • 1 reply
    • 1.2k views
    • 
    • Terry Connerton
    • October 16, 2019

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

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

25. Plan loan

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

26. Form 5558's

    By Pammie57, July 29, 2019
    • 14 replies
    • 3.3k views
    • 
    • Nicola
    • October 13, 2019

27. Prevailing Wage ADP Failure - Fort Williams Software

    By Purplemandinga, October 10, 2019
    • 5 replies
    • 1.5k views
    • 
    • Lou S.
    • October 11, 2019

28. Employer contribution by salary reduction

    By spiritrider, October 9, 2019
    • 7 replies
    • 3.4k views
    • 
    • Bill Presson
    • October 10, 2019

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

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

30. What nondiscrimination testing rules apply to controlled groups?

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

31. Hardship Withdrawal - Sensitive Medical Expenses

    By hardshipquestions, October 8, 2019   

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

      Tagged with:

      • 401k
      • hardship withdrawal
      • disclosure
    • 10 replies
    • 7k views
    • 
    • Mike Preston
    • October 10, 2019

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

    By Charles, June 6, 2019
    • 4 replies
    • 1.9k views
    • 
    • Charles
    • October 9, 2019

33. self employed catch up

    By DDB BN, October 8, 2019
    • 4 replies
    • 1.6k views
    • 
    • DDB BN
    • October 8, 2019

34. 414s

    By justatester, October 4, 2019
    • 4 replies
    • 1.8k views
    • 
    • Doc Ument
    • October 7, 2019

35. 401K PLAN - incorrectly/involuntarily terminated

    By Jakyasar, October 5, 2019
    • 4 replies
    • 1.3k views
    • 
    • A Jensen
    • October 7, 2019

36. 401K Audit Deferred Short Plan Year -Help!

    By 401Kquestions, October 2, 2019
    • 7 replies
    • 2.6k views
    • 
    • Larry Starr
    • October 4, 2019

37. New Plan 2018 No Deposits No Reporting

    By ldr, October 2, 2019   

    • new plan
    • 5500-ez
    • 4 replies
    • 1.1k views
    • 
    • msmith
    • October 3, 2019

38. need help with elapsed time/eligibility

    By rr_sphr, October 3, 2019
    • 4 replies
    • 2.3k views
    • 
    • david rigby
    • October 3, 2019

39. Default on 401k due to work related disabilty

    By Bonnie Sue eden, October 2, 2019   

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

40. RMD

    By oldman63, September 27, 2019
    • 9 replies
    • 2.4k views
    • 
    • Larry Starr
    • October 3, 2019

41. Escrow Payments

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

42. Active Duty and Loans

    By cpc0506, September 27, 2019
    • 4 replies
    • 1.4k views
    • 
    • ESOP Guy
    • October 2, 2019

43. 401(a)(17) limit and Plan Definition of Comp

    By SadieJane, October 2, 2019
    • 1 reply
    • 1.3k views
    • 
    • Bill Presson
    • October 2, 2019

44. Taxes from 401K

    By Buddy M, September 29, 2019
    • 10 replies
    • 1.4k views
    • 
    • Buddy M
    • October 1, 2019

45. Another Asset Sale Question

    By thepensionmaven, September 28, 2019
    • 4 replies
    • 1.2k views
    • 
    • Lou S.
    • October 1, 2019

46. Compensation spreadsheet and checklist

    By Sammiemor, January 31, 2018
    • 4 replies
    • 2.1k views
    • 
    • thepensionmaven
    • October 1, 2019

47. Current Solo K - New Plan Next Year

    By sdix401k, September 24, 2019
    • 23 replies
    • 2.8k views
    • 
    • Bill Presson
    • September 30, 2019

48. Asset Sale

    By Chippy, September 25, 2019
    • 21 replies
    • 2.6k views
    • 
    • Chippy
    • September 30, 2019

49. Late Employer Disc Matching Contribution

    By ratherbereading, September 27, 2019
    • 10 replies
    • 2.8k views
    • 
    • ratherbereading
    • September 30, 2019

50. plan terminated before VFCP amount put in

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