401(k) Plans

19,382 topics in this forum

1. Independent Contractor - Prior Service

   By 52626, May 2, 2019
   • 4 replies
   • 1.9k views
   • 
   • Luke Bailey
   • May 3, 2019

2. Successor Plan question

   By Belgarath, May 3, 2019
   • 0 replies
   • 447 views
   • 
   • Belgarath
   • May 3, 2019

3. Two Plans, both provide Top Heavy

   By Kac1214, May 2, 2019
   • 5 replies
   • 1.8k views
   • 
   • Kac1214
   • May 3, 2019

4. Sample 404a5 Notice with Employer Securities

   By austin3515, May 2, 2019
   • 0 replies
   • 647 views
   • 
   • austin3515
   • May 2, 2019

5. Rules on NRA with Market-value adjustment

   By CFP, April 18, 2019
   • 6 replies
   • 1.4k views
   • 
   • Patricia Neal Jensen
   • May 1, 2019

6. College Tuition 401k Hardship Withdrawal Question

   By College Run, May 1, 2019
   • 2 replies
   • 3.1k views
   • 
   • Pam Shoup
   • May 1, 2019

7. Safe Harbor 401(k) Plan/Failed 414s compensation test

   By rew, March 11, 2019
   • 12 replies
   • 7.3k views
   • 
   • Belgarath
   • May 1, 2019

8. Vesting

   By wifrbr, April 30, 2019
   • 6 replies
   • 1.4k views
   • 
   • Doc Ument
   • April 30, 2019

9. HCE Determination - Acquisition

   By CBenefits, April 26, 2019
   • 1 reply
   • 743 views
   • 
   • justanotheradmin
   • April 29, 2019

10. Plan Audit Fees Charged to the Plan?

    By Pammie57, April 23, 2019
    • 7 replies
    • 4.7k views
    • 
    • Peter Gulia
    • April 29, 2019

11. Combining Sources

    By 401k Nut, April 25, 2019   

    • 401k
    • 7 replies
    • 651 views
    • 
    • david rigby
    • April 28, 2019

12. Definition of Actively Employed...

    By Stash026, April 25, 2019
    • 2 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 26, 2019

13. Per Stirpes Beneficiary Designation

    By sdix401k, April 23, 2019
    • 6 replies
    • 3k views
    • 
    • sdix401k
    • April 26, 2019

14. Corbel / Collapsible Adoption Agreement

    By austin3515, April 24, 2019
    • 7 replies
    • 2.9k views
    • 
    • Bird
    • April 26, 2019

15. RMD on 401-k

    By KevinMc, April 24, 2019
    • 4 replies
    • 960 views
    • 
    • imchipbrown
    • April 25, 2019

16. Profit Sharing after taxes are filed

    By 401Kerfuffle, April 25, 2019
    • 1 reply
    • 559 views
    • 
    • C. B. Zeller
    • April 25, 2019

17. Mid Year Amendment to Safe Harbor Plan

    By 401(k)athryn, April 22, 2019
    • 2 replies
    • 1.5k views
    • 
    • 401(k)athryn
    • April 25, 2019

18. Loan Maintenance Fees Added at new Vendor

    By CLKent23, April 24, 2019
    • 0 replies
    • 341 views
    • 
    • CLKent23
    • April 24, 2019

19. Roll IRA Into 401(k) Plan

    By Scott50, April 23, 2019
    • 2 replies
    • 858 views
    • 
    • C. B. Zeller
    • April 24, 2019

20. Hours required for Vesting Year of Service

    By AATPA, April 22, 2019
    • 17 replies
    • 2k views
    • 
    • Luke Bailey
    • April 23, 2019

21. Reclassify After-tax as Roth

    By mrslappywhite, February 21, 2019
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • April 23, 2019

22. Student Loan 401(k) program

    By bmore1147, April 22, 2019
    • 9 replies
    • 1.2k views
    • 
    • shERPA
    • April 23, 2019

23. Employer has been notified of "invalid" SSNs

    By cheersmate, April 17, 2019   

    • illegal aliens
    • invalid ssn
    • 7 replies
    • 3.6k views
    • 
    • cheersmate
    • April 23, 2019

24. determining what are salary deferrals

    By AJC, April 19, 2019
    • 6 replies
    • 1.4k views
    • 
    • AJC
    • April 23, 2019

25. after-tax employee contributions

    By Santo Gold, April 11, 2019
    • 7 replies
    • 1.9k views
    • 
    • stxman
    • April 23, 2019

26. EACA with Automatic Escalator

    By ErisaGooroo, July 5, 2018   

    • covered employee
    • eaca
    • (and 1 more)

      Tagged with:

      • covered employee
      • eaca
      • uniformity
    • 7 replies
    • 2.6k views
    • 
    • pmacduff
    • April 23, 2019

27. ACP test required?

    By Purplemandinga, April 23, 2019
    • 1 reply
    • 460 views
    • 
    • Purplemandinga
    • April 23, 2019

28. Profit sharing plan vesting for departed employee?

    By Marsh, April 18, 2019
    • 8 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 22, 2019

29. Changing from eligible to excluded class

    By Debbie A., April 19, 2019
    • 6 replies
    • 7k views
    • 
    • Luke Bailey
    • April 22, 2019

30. Solo 401k Contributions Timing and W-2 Details

    By Francis, April 22, 2019
    • 1 reply
    • 556 views
    • 
    • Lou S.
    • April 22, 2019

31. 402(g) Refund not processed by employer

    By LauraT, April 22, 2019
    • 0 replies
    • 578 views
    • 
    • LauraT
    • April 22, 2019

32. Deferral Eligibility Amendment Safe Harbor Plan

    By ATM, April 22, 2019
    • 1 reply
    • 541 views
    • 
    • 401king
    • April 22, 2019

33. Partners in 401(k) Plan and Maximum Contribution allowed

    By Alex Daisy, April 8, 2019
    • 32 replies
    • 23.7k views
    • 
    • Luke Bailey
    • April 18, 2019

34. Late 402g refund

    By Karoline Curran, October 5, 2018
    • 6 replies
    • 2.4k views
    • 
    • DMcGovern
    • April 18, 2019

35. 401(k) deferral understated

    By poisnivey, April 18, 2019   

    • 401k
    • deferrals
    • (and 3 more)

      Tagged with:

      • 401k
      • deferrals
      • correction method
      • correction
      • contribution
    • 1 reply
    • 739 views
    • 
    • justanotheradmin
    • April 18, 2019

36. Existing 401(k) Plan and adding SHNEC

    By Theresa, April 16, 2019
    • 5 replies
    • 1.7k views
    • 
    • Jim Chad
    • April 16, 2019

37. Fund Change Notice Requirement

    By khn, April 16, 2019
    • 2 replies
    • 11.5k views
    • 
    • Peter Gulia
    • April 16, 2019

38. Participant has W2 + 1099 income; he also 'deferred' from both!

    By BG5150, April 12, 2019
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • April 15, 2019

39. Limits in Plan Termination

    By Gilmore, April 11, 2019
    • 3 replies
    • 649 views
    • 
    • Gilmore
    • April 12, 2019

40. ADP Test in Error

    By ConnieStorer, April 12, 2019
    • 2 replies
    • 714 views
    • 
    • ConnieStorer
    • April 12, 2019

41. Partnership 401(k)

    By bzorc, April 11, 2019
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 11, 2019

42. Plan forfeiture allocated to participants as fee credit

    By legort69, April 10, 2019
    • 9 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 11, 2019

43. Amend a Final 5500-EZ?

    By cowdogman, April 9, 2019
    • 2 replies
    • 889 views
    • 
    • cowdogman
    • April 11, 2019

44. Controlled group. Husband/wife/2 children

    By thepensionmaven, April 9, 2019
    • 4 replies
    • 749 views
    • 
    • thepensionmaven
    • April 11, 2019

45. Impermissible Qualified Charitable Distribution from 401(k) Plan as RMD

    By PensionPro, April 9, 2019
    • 7 replies
    • 1k views
    • 
    • Peter Gulia
    • April 11, 2019

46. Loan payments - stopping payroll deduction

    By Guest MaryMac, August 6, 2002
    • 19 replies
    • 10.6k views
    • 
    • RatherBeGolfing
    • April 11, 2019

47. Safe Harbor Plan with Relaxed Entry for 401k

    By CLE401kGuy, April 10, 2019
    • 4 replies
    • 649 views
    • 
    • justanotheradmin
    • April 10, 2019

48. Missed contribution by employer

    By Dhaval Mehta, April 9, 2019
    • 6 replies
    • 2.8k views
    • 
    • justanotheradmin
    • April 10, 2019

49. ADP Refunds for Partners

    By bzorc, April 9, 2019
    • 3 replies
    • 940 views
    • 
    • Luke Bailey
    • April 10, 2019

50. HCE Determination for Church Sponsored 401(k) Plan

    By AJC, April 9, 2019
    • 2 replies
    • 685 views
    • 
    • AJC
    • April 9, 2019