401(k) Plans

19,275 topics in this forum

1. Using SS Retirement Age as Testing Age

   By austin3515, January 27, 2017
   • 7 replies
   • 1.2k views
   • 
   • Tom Poje
   • February 20, 2018

2. Foreign company with U.S. employees

   By LisaS, July 16, 2019   

   • foreign corporation with u.s. employees
   • 7 replies
   • 2.5k views
   • 
   • LisaS
   • July 26, 2019

3. Bankruptcy Extending loan beyond 5 years

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

4. Brother-Sister Controlled Group

   By cpc0506, November 25, 2009
   • 7 replies
   • 2.2k views
   • 
   • Guest
   • November 28, 2009

5. 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

6. 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

7. Plan Termination?

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

8. 401(k) custodian cut off new participants from participation

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

9. Business name change

   By ratherbereading, December 29, 2015   

   • 401k; business name change
   • 7 replies
   • 1.9k views
   • 
   • Doghouse
   • December 30, 2015

10. Elected Deferral Not Deducted

    By ruth_ann69, August 23, 2018
    • 7 replies
    • 1.1k views
    • 
    • Larry Starr
    • August 27, 2018

11. 401k Contributions missed a payroll

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

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

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

13. Plan Entry Comp

    By DocumentDiva, July 16, 2019
    • 7 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • July 18, 2019

14. 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

15. 401k participant deceased and beneficiary deceased before any distribution made

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

16. Delay / Repeal of Fiduciary Rule Expected

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

17. RMD 70 1/2 Start Date or Year

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

18. 401(k) Deposits

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

19. Retroactively amend compensation definition

    By Guest Iwonder, May 2, 2006
    • 7 replies
    • 8k views
    • 
    • Tom Poje
    • April 18, 2018

20. Aggregating Plans for Coverage

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

21. Deductible Contribution?

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

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

    By kitkotler, October 10, 2016   

    • 401k account info needed
    • 7 replies
    • 8.7k views
    • 
    • RatherBeGolfing
    • October 11, 2016

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

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

24. Late EE deposits

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

25. Automatic Enrollments

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

26. Loan Defaulted. No 1099 Requested!

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

27. Severance from employment in multiple employer plan

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

28. 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

29. Another Extension for 5500 filing

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

30. Excess deferral - 2 plans

    By ombskid, March 21, 2014
    • 7 replies
    • 4.1k views
    • 
    • K2retire
    • December 2, 2014

31. Cleint refuses to give us Sch. C

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

32. Bermuda plan administered in US?

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

33. WAIVING DISTRIBUTION TAXES

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

34. Match Caps

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

35. valid exclusion

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

36. Nondiscriminatory compensation question

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

37. Roth 401k Qualified Distributions

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

38. Restitution from an embezzler

    By Guest JPIngold, February 4, 2013
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • February 8, 2013

39. Resuming deferrals after 6 month break after hardship

    By ldr, April 8, 2022   

    • hardship
    • 7 replies
    • 963 views
    • 
    • ldr
    • April 14, 2022

40. TPA Fees to be recovered

    By Guest MEGary, January 15, 2002
    • 7 replies
    • 2.1k views
    • 
    • John A
    • January 21, 2002

41. ACH Contributions

    By Guest Frank Jackson, February 1, 2002
    • 7 replies
    • 9.5k views
    • 
    • Mike Preston
    • February 21, 2020

42. Safe Harbor Non-Elective Amendment

    By Guest notapensiongeek, April 27, 2011
    • 7 replies
    • 1.1k views
    • 
    • rcline46
    • April 28, 2011

43. Amending Safe Harbor

    By MGOAdmin, March 25, 2015   

    • safe habror
    • amending
    • 7 replies
    • 1.3k views
    • 
    • MGOAdmin
    • March 31, 2015

44. ERISA plan document disclosure to former participant

    By 30Rock, April 21
    • 6 replies
    • 2.2k views
    • 
    • 30Rock
    • April 22

45. CATCH UP & 415

    By Guest Rutager, November 30, 2006
    • 6 replies
    • 2.4k views
    • 
    • WDIK
    • December 1, 2006

46. Waiver of Participation in a Safe Harbor 401(k) Plan

    By mming, January 15, 2008
    • 6 replies
    • 4.1k views
    • 
    • Kimberly S
    • January 16, 2008

47. Late deferrals

    By EBDI, May 13, 2014
    • 6 replies
    • 1.8k views
    • 
    • EBDI
    • May 13, 2014

48. Participant Notice for non-safe harbor 401(k) plan Termination

    By stephen, October 11, 2017   

    • plan termination
    • participant notice
    • 6 replies
    • 5.2k views
    • 
    • stephen
    • October 11, 2017

49. Excess Employer Safe Harbor Match

    By Theresa, March 26, 2019
    • 6 replies
    • 2k views
    • 
    • C. B. Zeller
    • March 27, 2019

50. 414(s) compensation

    By cdavis25, July 19, 2019
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • July 22, 2019