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401(k) Plans

19,334 topics in this forum

  1. Successor Plan Rules

    By sdix401k,
    • 2 replies
    • 692 views

  2. Public Limited Company (PLC) Taxation

    By Vlad401k,
    • 2 replies
    • 4.2k views

  3. Recapture Account Allocation Method Change - new 404a-5 disclosure?

    By JustMe,
    • 0 replies
    • 422 views

  4. Roth Profit Sharing Plans?

    By DPSRich,
    • 11 replies
    • 3.9k views

  5. LATE QDIA/FEE DISCLOSURE NOTICES

    By Karoline Curran,
    • 3 replies
    • 1.8k views

  6. Exceeded 402g limit - timing of return

    By cpc0506,
    • 1 reply
    • 728 views

  7. safe harbor match plus discretionary match

    By WCC,
    • 6 replies
    • 8.2k views
    • ldr
    • ldr

  8. S-Corp owner-only 401(k) plan, deferral deposit deadline

    By JustnERPA,
    • 5 replies
    • 2.8k views

  9. Can 401(k) be rolled over to Roth IRA directly?

    By Maria Ku,
    • 1 reply
    • 454 views

  10. Crediting Service When Hiring From Temp Agency

    By cheersmate,   
    • 16 replies
    • 6.7k views

  11. Participant cashed out with incorrect vesting

    By Karoline Curran,   
    • 3 replies
    • 985 views

  12. In-Service Distribution - Protected Benefit

    By Vlad401k,
    • 3 replies
    • 1.7k views

  13. Hardship Withdrawal "Immediate and Heavy Financial Need"

    By kmhaab,
    • 3 replies
    • 4k views

  14. ADP/ACP failure late correction - 1099 year?

    By WCC,
    • 3 replies
    • 789 views

  15. Duplicate ADP Refund

    By Loves401(k),
    • 2 replies
    • 637 views
    • Bri
    • Bri

  16. W-2 Reporting of Regular (Non-Roth) After-Tax Contributions

    By 401 Chaos,
    • 0 replies
    • 1.1k views

  17. Plan moves to MEP mid-year, one ADP test? Two?

    By BG5150,
    • 0 replies
    • 459 views

  18. 415 limits and allocation to other Participants

    By TPA Bob,   
    • 5 replies
    • 699 views

  19. Roth Rollovers but not Roth 401(k) Elective Deferrals

    By pjb1835,
    • 3 replies
    • 783 views

  20. Adoption of Non Safe Harbor 401(k) Plan

    By TPA Bob,   
    • 7 replies
    • 751 views

  21. 5500-SF Line 5c - does receivable create account balance as of 12/31

    By Purplemandinga,
    • 2 replies
    • 671 views

  22. Missed Deferral and SH Match for 6 years

    By SCSFAM03,
    • 1 reply
    • 435 views

  23. Backup Trustee

    By Stash026,
    • 11 replies
    • 1.4k views

  24. Time to Declare Matching Contribution Percent

    By toolegit,
    • 1 reply
    • 397 views

  25. Remove a participating employer

    By 401Kerfuffle,
    • 2 replies
    • 2.1k views

  26. Credit Service for Predecessor Employer ... From Date, Through Date. Is this an option?

    By 401king,
    • 3 replies
    • 1.1k views

  27. Child Support Arrearages From 401k, Deceased Participant

    By cwallace,
    • 3 replies
    • 2k views

  28. 401(a) (17) Compensation limit for off Calendar Year Plan

    By Pammie57,
    • 3 replies
    • 1.5k views

  29. Adding Safe Harbor to Existing 401(k)

    By lisabroc,
    • 6 replies
    • 1.5k views

  30. Plan design question: Limited HCE eligibility

    By Santo Gold,
    • 4 replies
    • 553 views

  31. match contribution eligibility determined quarterly?

    By Santo Gold,
    • 2 replies
    • 661 views

  32. RMD from New Plan - required or not?

    By ldr,   
    • 2 replies
    • 616 views
    • ldr
    • ldr

  33. 401(k) non-elective safe harbor plan that excludes a small numer of NHCEs from making elective deferrals

    By RWPHoenix,
    • 1 reply
    • 496 views

  34. Suspension Period under Proposed Hardship Regulations

    By Gruegen,
    • 1 reply
    • 708 views

  35. Investment of Employer Contribution

    By khn,
    • 4 replies
    • 740 views
    • khn
    • khn

  36. Trustee Refusing To Approve Distribution

    By Stash026,
    • 13 replies
    • 2.9k views

  37. Partial Distributions No Longer Valid ?

    By KazzaDoom,   
    • 12 replies
    • 5k views

  38. New Company Formed - Distributional event?

    By tylerb172,
    • 1 reply
    • 403 views

  39. Two matches

    By MGOAdmin,   
    • 8 replies
    • 1k views

  40. Which "plan year" do you use to determine keys for top-heavy

    By Luke Bailey,   
    • 12 replies
    • 3.4k views

  41. Spousal Beneficiary Requirements and Common Law Spouse?

    By cheersmate,   
    • 11 replies
    • 3.1k views

  42. Benefits Rights and Features

    By Purplemandinga,
    • 2 replies
    • 1.4k views

  43. Disregarded entity compensation

    By Purplemandinga,
    • 2 replies
    • 1.3k views

  44. 414s Compensation Testing

    By justatester,
    • 1 reply
    • 950 views

  45. Discretionary match on top of SH match

    By AKconsult,
    • 6 replies
    • 1.5k views

  46. withdrawing from 401k penalty free at 55

    By linusbeagle,
    • 8 replies
    • 2.3k views

  47. Discretionary match--how discretionary?

    By BG5150,
    • 2 replies
    • 569 views

  48. Adding EACA Mid-Year

    By austin3515,
    • 4 replies
    • 5.9k views

  49. Using Negative Contributions to Correct Excess Deferrals

    By 401 Chaos,
    • 7 replies
    • 3.9k views

  50. Emergency Medical Service Personnel definition

    By spiritrider,
    • 0 replies
    • 258 views
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