401(k) Plans

19,321 topics in this forum

1. For 1999 plan year, when does a QNEC have to be deposited to satisfy t

   By eilano, April 10, 2001
   • 7 replies
   • 2.4k views
   • 
   • Richard Anderson
   • April 11, 2001

2. Suspicious Match

   By Guest LWilson, August 1, 2002
   • 7 replies
   • 1.5k views
   • 
   • Brian Gallagher
   • August 2, 2002

3. Match on Excess Contribution Recharacterized as Catch-up

   By Guest Giovanni, March 31, 2005
   • 7 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • April 1, 2005

4. Missing assets found plan termed 2 years ago

   By Guest padmin, April 23, 2005
   • 7 replies
   • 1.5k views
   • 
   • mbozek
   • April 26, 2005

5. No beneficiary designation on a deceased participant

   By Guest jetfaninmn, August 10, 2005
   • 7 replies
   • 3.4k views
   • 
   • Lori H
   • May 16, 2007

6. Refusal to make Safe Harbor Match

   By Guest_Question, October 2, 2023
   • 7 replies
   • 1.6k views
   • 
   • Peter Gulia
   • October 3, 2023

7. Late Deferral Contributions

   By FishOn, December 5, 2023
   • 7 replies
   • 1.7k views
   • 
   • Paul I
   • December 5, 2023

8. Can QMACs count toward the gateway?

   By Guest Dave Peckham, April 5, 2006
   • 7 replies
   • 2.7k views
   • 
   • Belgarath
   • April 6, 2006

9. Combined Plan Deduction Limit

   By Below Ground, October 4, 2006
   • 7 replies
   • 2.1k views
   • 
   • Earl
   • October 11, 2006

10. Beneficiaries

    By Nassau, June 15, 2010
    • 7 replies
    • 1.7k views
    • 
    • My 2 cents
    • June 16, 2010

11. Merging 2 plans into One

    By Mr Bagwell, March 31, 2020
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • April 2, 2020

12. Using SS Retirement Age as Testing Age

    By austin3515, January 27, 2017
    • 7 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 20, 2018

13. Foreign company with U.S. employees

    By LisaS, July 16, 2019   

    • foreign corporation with u.s. employees
    • 7 replies
    • 2.6k views
    • 
    • LisaS
    • July 26, 2019

14. Bankruptcy Extending loan beyond 5 years

    By Guest Do, December 14, 2004
    • 7 replies
    • 1.6k views
    • 
    • jquazza
    • December 15, 2004

15. Brother-Sister Controlled Group

    By cpc0506, November 25, 2009
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • November 28, 2009

16. Rev Proc 2019-19 and delinquent loans

    By ERISARocks, May 16, 2019   

    • 401(k)
    • loans
    • (and 2 more)

      Tagged with:

      • 401(k)
      • loans
      • scp
      • 2019-19
    • 7 replies
    • 2.3k views
    • 
    • RatherBeGolfing
    • May 17, 2019

17. Can a plan institute a creditworthiness requirement when deciding whether or not to issue a loan?

    By k man, December 3, 2003
    • 7 replies
    • 4.5k views
    • 
    • Belgarath
    • December 4, 2003

18. Plan Termination?

    By wsp, October 4, 2006
    • 7 replies
    • 2.3k views
    • 
    • david rigby
    • October 6, 2006

19. 401(k) custodian cut off new participants from participation

    By GrammieMame, March 18, 2013
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • March 20, 2013

20. Business name change

    By ratherbereading, December 29, 2015   

    • 401k; business name change
    • 7 replies
    • 2k views
    • 
    • Doghouse
    • December 30, 2015

21. Elected Deferral Not Deducted

    By ruth_ann69, August 23, 2018
    • 7 replies
    • 1.3k views
    • 
    • Larry Starr
    • August 27, 2018

22. 401k Contributions missed a payroll

    By JKW, July 17, 2015
    • 7 replies
    • 2k views
    • 
    • JKW
    • July 20, 2015

23. testing each xt deposit... including receivable?

    By AlbanyConsultant, January 31, 2019
    • 7 replies
    • 507 views
    • 
    • Belgarath
    • February 6, 2019

24. Plan Entry Comp

    By DocumentDiva, July 16, 2019
    • 7 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • July 18, 2019

25. 401(k) plan requires at least 1,000 hours for share of nonelective con

    By Scott, December 6, 2000
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • December 13, 2000

26. 401k participant deceased and beneficiary deceased before any distribution made

    By t.haley, August 13, 2025
    • 7 replies
    • 929 views
    • 
    • Albert F
    • August 15, 2025

27. Delay / Repeal of Fiduciary Rule Expected

    By austin3515, January 27, 2017
    • 7 replies
    • 708 views
    • 
    • TPAJake
    • February 3, 2017

28. RMD 70 1/2 Start Date or Year

    By PainPA, December 8, 2016
    • 7 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • December 9, 2016

29. 401(k) Deposits

    By Guest SCUDDESLER, October 4, 2002
    • 7 replies
    • 1.8k views
    • 
    • jpod
    • October 4, 2002

30. Retroactively amend compensation definition

    By Guest Iwonder, May 2, 2006
    • 7 replies
    • 8.1k views
    • 
    • Tom Poje
    • April 18, 2018

31. Aggregating Plans for Coverage

    By Laura Harrington, November 25, 2009
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • November 25, 2009

32. Deductible Contribution?

    By austin3515, March 24, 2015
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 25, 2015

33. How do I find out about my ex-husbands 401k account

    By kitkotler, October 10, 2016   

    • 401k account info needed
    • 7 replies
    • 9k views
    • 
    • RatherBeGolfing
    • October 11, 2016

34. RMD based on Life Insurance in 401(k) Plan

    By AJC, October 11, 2018
    • 7 replies
    • 3.2k views
    • 
    • FPGuy
    • October 16, 2018

35. Is there any big recordkeeper not using a Roth catch-up indicator?

    By Peter Gulia, December 8, 2025
    • 7 replies
    • 871 views
    • 
    • TetrisPensionNerd
    • December 11, 2025

36. Late EE deposits

    By Guest LTurner, July 11, 2003
    • 7 replies
    • 2.4k views
    • 
    • VTPension
    • July 16, 2003

37. Automatic Enrollments

    By Guest cjweber57, March 31, 2005
    • 7 replies
    • 1.7k views
    • 
    • R. Butler
    • April 8, 2005

38. Loan Defaulted. No 1099 Requested!

    By Guest TPA Guy, March 24, 2010
    • 7 replies
    • 1.8k views
    • 
    • K2retire
    • November 17, 2010

39. Severance from employment in multiple employer plan

    By Guest hb95, October 22, 2013
    • 7 replies
    • 4.3k views
    • 
    • PensionPro
    • April 8, 2019

40. Deferring on Commissions

    By ratherbereading, July 20, 2015   

    • 401k
    • commissions
    • (and 1 more)

      Tagged with:

      • 401k
      • commissions
      • deferrals
    • 7 replies
    • 3.7k views
    • 
    • rcline46
    • July 21, 2015

41. Another Extension for 5500 filing

    By LCARUSI, October 13, 1998
    • 7 replies
    • 4.1k views
    • 
    • Guest
    • October 16, 1998

42. Excess deferral - 2 plans

    By ombskid, March 21, 2014
    • 7 replies
    • 4.2k views
    • 
    • K2retire
    • December 2, 2014

43. Cleint refuses to give us Sch. C

    By TPAVP, April 30, 2004
    • 7 replies
    • 1.7k views
    • 
    • TPAVP
    • May 4, 2004

44. Bermuda plan administered in US?

    By Guest jhilliard, October 24, 2003
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • November 5, 2003

45. WAIVING DISTRIBUTION TAXES

    By Guest CHRISTA, August 1, 2000
    • 7 replies
    • 2.2k views
    • 
    • david rigby
    • May 7, 2002

46. After Tax (Mega Roth)

    By Kattdogg12, December 8, 2025
    • 7 replies
    • 456 views
    • 
    • John Feldt ERPA CPC QPA
    • December 19, 2025

47. Match Caps

    By Guest Michele @ MVP, July 15, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • July 16, 2002

48. valid exclusion

    By k man, August 27, 2004
    • 7 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 27, 2004

49. Nondiscriminatory compensation question

    By Guest dietpepsi, August 12, 2005
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • August 17, 2005

50. Roth 401k Qualified Distributions

    By Guest BXO, May 3, 2006
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • May 4, 2006