401(k) Plans

19,275 topics in this forum

1. How to transfer the contribution from Sep-IRA to Solo-401k

   By Guest EPlus, May 7, 2008
   • 7 replies
   • 11k views
   • 
   • Guest
   • May 10, 2008

2. Control Group Coverage Test

   By pixmax, May 6, 2019
   • 7 replies
   • 1k views
   • 
   • Luke Bailey
   • May 8, 2019

3. Safe Harbor amended out of Safe Harbor, now wants to amend back in

   By Belgarath, May 1, 2020
   • 7 replies
   • 902 views
   • 
   • msmith
   • May 5, 2020

4. self employed and deferrals

   By thepensionmaven, March 18, 2024
   • 7 replies
   • 997 views
   • 
   • thepensionmaven
   • March 21, 2024

5. Catch-ups and Roth availability

   By BG5150, August 1
   • 7 replies
   • 833 views
   • 
   • RatherBeGolfing
   • August 4

6. Safe Harbor Nonelective mid year change to comp definition

   By Belgarath, June 20, 2017
   • 7 replies
   • 2.4k views
   • 
   • Tom Poje
   • June 21, 2017

7. 401(k) is Primary Beneficiary on a whole life policy

   By JEBMRC, March 18, 2024
   • 7 replies
   • 556 views
   • 
   • JEBMRC
   • March 19, 2024

8. Top Heavy Contributions

   By MBCarey, July 8, 2003
   • 7 replies
   • 2.1k views
   • 
   • R. Butler
   • July 9, 2003

9. Under $5,000 force out procedures

   By FundeK, March 4, 2004
   • 7 replies
   • 2.6k views
   • 
   • doombuggy
   • March 8, 2004

10. "minimum" Minimum Required Distrib

    By austin3515, November 20, 2006
    • 7 replies
    • 4.4k views
    • 
    • BG5150
    • November 22, 2006

11. Bank leveraging company loan to get 401k business

    By Guest dstran, October 21, 2008
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 2008

12. How does a non-participant go about researching the details of a specific 401(k) plan?

    By joel, September 27, 2003
    • 7 replies
    • 1.8k views
    • 
    • maverick
    • October 3, 2003

13. Opt-Out Notice...Huh?

    By Guest dhall, February 2, 2009
    • 7 replies
    • 1.4k views
    • 
    • Kevin C
    • February 3, 2009

14. Self Directed plan investments

    By Gary, December 19, 2009
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • January 14, 2010

15. 2000 hours for a match???

    By Guest Tim Baker, July 25, 2000
    • 7 replies
    • 2.9k views
    • 
    • pjkoehler
    • July 28, 2000

16. adjustable loan interest rate

    By jeff mandell, November 17, 2024
    • 7 replies
    • 1.1k views
    • 
    • Peter Gulia
    • December 4, 2024

17. ADP testing using W-2

    By Guest Hartnett123, January 13, 2004
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • January 13, 2004

18. 401(k) distributions

    By Guest Michele Silverman, September 28, 2006
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • September 29, 2006

19. Compensation

    By Mr Bagwell, October 2, 2017   

    • compensation
    • 125
    • (and 1 more)

      Tagged with:

      • compensation
      • 125
      • health insurance
    • 7 replies
    • 2.5k views
    • 
    • Mr Bagwell
    • October 3, 2017

20. Penalty for faliure to withhold taxes

    By BG5150, October 19, 2020
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • October 20, 2020

21. Income Stems From Crypto Currency?

    By metsfan026, January 25, 2022
    • 7 replies
    • 642 views
    • 
    • Peter Gulia
    • January 26, 2022

22. Does a recordkeeper have an indicator for whether a participant is an employee or is a self-employed individual?

    By Peter Gulia, August 4
    • 7 replies
    • 605 views
    • 
    • Peter Gulia
    • August 5

23. Looking at document restatements Retirement age 62 or 65?

    By Jim Chad, June 19, 2014
    • 7 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • June 19, 2014

24. S Corps and Controlled Groups

    By Guest LLandau, May 6, 2003
    • 7 replies
    • 2k views
    • 
    • Guest
    • May 7, 2003

25. Timing of Refunds of Excess Contributions

    By Guest k_bo, March 29, 2005
    • 7 replies
    • 1.5k views
    • 
    • QDROphile
    • March 29, 2005

26. Practical Guidance Over Dispute of Proper Beneficiary

    By Guest jhall, October 2, 2007
    • 7 replies
    • 3.1k views
    • 
    • Bob R
    • October 5, 2007

27. My new doc has "deemed severance of employment"

    By Jim Chad, June 19, 2014
    • 7 replies
    • 10.5k views
    • 
    • SearchLight
    • June 27, 2014

28. Loan as a rollover from one employer 401(k) to new er 401(k) plan

    By Guest pinsall, June 18, 2000
    • 7 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • June 21, 2000

29. QNEC and ADP Testing

    By Guest TMS, October 14, 2013   

    • QNEC
    • ADP
    • 7 replies
    • 4k views
    • 
    • buckaroo
    • October 16, 2013

30. Failure to make timely corrective distribution for Excess Contribution

    By James Matt Ullakko, April 30, 2001
    • 7 replies
    • 2.7k views
    • 
    • James Matt Ullakko
    • May 9, 2001

31. Minimum Coverage Testing

    By Coleboy1, September 24
    • 7 replies
    • 2.4k views
    • 
    • Bruce1
    • September 30

32. Controlled Group Quirk

    By Below Ground, September 29, 2016   

    • Not for Profit Firm
    • 7 replies
    • 1.1k views
    • 
    • Below Ground
    • October 7, 2016

33. Deceased Participant - No Beneficiary, No Estate and Plan is Terminating?

    By kmhaab, September 23, 2021
    • 7 replies
    • 17.6k views
    • 
    • Luke Bailey
    • October 27, 2021

34. late deferral contribution

    By Lou81, May 10, 2023   

    • late deferrals
    • 7 replies
    • 929 views
    • 
    • Nate S
    • May 15, 2023

35. Discrimination Testing

    By Guest gerry326, October 19, 2001
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • October 22, 2001

36. How to apply cap on matching contributions expressed in terms of a per

    By Hoard1, November 15, 1999
    • 7 replies
    • 2.3k views
    • 
    • Hoard1
    • November 18, 1999

37. can a 401k distribution be rolled over to an account in England?

    By Guest TeriWB, June 13, 2005
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • June 16, 2005

38. Self Employed

    By Randy Watson, May 26, 2006
    • 7 replies
    • 1.7k views
    • 
    • Belgarath
    • June 7, 2006

39. EACAs

    By zimbo, June 5, 2008
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • August 25, 2008

40. Fiduciary duty in regards to beneficiary designations

    By oriecat, November 19, 2009
    • 7 replies
    • 1.3k views
    • 
    • oriecat
    • November 20, 2009

41. correcting excess deferrals after April 15

    By K2retire, May 14, 2010
    • 7 replies
    • 3.9k views
    • 
    • 401 Chaos
    • February 11, 2013

42. PS Plan- medical benefits

    By Guest Lex, May 31, 2002
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • August 19, 2002

43. Auto enroll opt out

    By pmacduff, January 24, 2014
    • 7 replies
    • 2.3k views
    • 
    • pmacduff
    • January 29, 2014

44. QACA Amendment

    By 30Rock, March 8, 2018
    • 7 replies
    • 1.2k views
    • 
    • stephen
    • March 9, 2018

45. Taking 401(k) distribution for home purchase

    By Guest rpetrk, April 19, 2005
    • 7 replies
    • 1.6k views
    • 
    • R. Butler
    • April 25, 2005

46. Excess Contribution and ADP Testing

    By Guest AJM 34, August 3, 2007
    • 7 replies
    • 2.8k views
    • 
    • Tom Poje
    • August 13, 2007

47. Paying Federal & State taxes on distributions

    By bpenfold, November 21, 2017   

    • taxes
    • federal
    • (and 4 more)

      Tagged with:

      • taxes
      • federal
      • state
      • government
      • 945
      • 1099-r
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 22, 2017

48. 401k's and layoffs

    By Guest Guilbert, January 22, 2007
    • 7 replies
    • 2.5k views
    • 
    • four01kman
    • January 25, 2007

49. No Assets, No 5500

    By Guest MS TPA, May 17, 2010
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • May 19, 2010

50. Funding deadline terminating safe harbor plan

    By Scuba 401, April 28, 2017
    • 7 replies
    • 926 views
    • 
    • RatherBeGolfing
    • May 2, 2017