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401(k) Plans

19,382 topics in this forum

  1. Public Limited Company (PLC) Taxation

    By Vlad401k,
    • 2 replies
    • 4.3k views

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

    By JustMe,
    • 0 replies
    • 438 views

  3. Roth Profit Sharing Plans?

    By DPSRich,
    • 11 replies
    • 4.1k views

  4. LATE QDIA/FEE DISCLOSURE NOTICES

    By Karoline Curran,
    • 3 replies
    • 1.8k views

  5. Exceeded 402g limit - timing of return

    By cpc0506,
    • 1 reply
    • 749 views

  6. safe harbor match plus discretionary match

    By WCC,
    • 6 replies
    • 8.4k views
    • ldr
    • ldr

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

    By JustnERPA,
    • 5 replies
    • 3k views

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

    By Maria Ku,
    • 1 reply
    • 487 views

  9. Crediting Service When Hiring From Temp Agency

    By cheersmate,   
    • 16 replies
    • 6.9k views

  10. Participant cashed out with incorrect vesting

    By Karoline Curran,   
    • 3 replies
    • 1k views

  11. In-Service Distribution - Protected Benefit

    By Vlad401k,
    • 3 replies
    • 1.7k views

  12. Hardship Withdrawal "Immediate and Heavy Financial Need"

    By kmhaab,
    • 3 replies
    • 4.2k views

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

    By WCC,
    • 3 replies
    • 850 views

  14. Duplicate ADP Refund

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

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

    By 401 Chaos,
    • 0 replies
    • 1.2k views

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

    By BG5150,
    • 0 replies
    • 479 views

  17. 415 limits and allocation to other Participants

    By TPA Bob,   
    • 5 replies
    • 721 views

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

    By pjb1835,
    • 3 replies
    • 806 views

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

    By TPA Bob,   
    • 7 replies
    • 791 views

  20. 5500-SF Line 5c - does receivable create account balance as of 12/31

    By Purplemandinga,
    • 2 replies
    • 690 views

  21. Missed Deferral and SH Match for 6 years

    By SCSFAM03,
    • 1 reply
    • 450 views

  22. Backup Trustee

    By Stash026,
    • 11 replies
    • 1.5k views

  23. Time to Declare Matching Contribution Percent

    By toolegit,
    • 1 reply
    • 425 views

  24. Remove a participating employer

    By 401Kerfuffle,
    • 2 replies
    • 2.1k views

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

    By 401king,
    • 3 replies
    • 1.1k views

  26. Child Support Arrearages From 401k, Deceased Participant

    By cwallace,
    • 3 replies
    • 2.1k views

  27. 401(a) (17) Compensation limit for off Calendar Year Plan

    By Pammie57,
    • 3 replies
    • 1.6k views

  28. Adding Safe Harbor to Existing 401(k)

    By lisabroc,
    • 6 replies
    • 1.5k views

  29. Plan design question: Limited HCE eligibility

    By Santo Gold,
    • 4 replies
    • 583 views

  30. match contribution eligibility determined quarterly?

    By Santo Gold,
    • 2 replies
    • 683 views

  31. RMD from New Plan - required or not?

    By ldr,   
    • 2 replies
    • 635 views
    • ldr
    • ldr

  32. 401(k) non-elective safe harbor plan that excludes a small numer of NHCEs from making elective deferrals

    By RWPHoenix,
    • 1 reply
    • 516 views

  33. Suspension Period under Proposed Hardship Regulations

    By Gruegen,
    • 1 reply
    • 738 views

  34. Investment of Employer Contribution

    By khn,
    • 4 replies
    • 759 views
    • khn
    • khn

  35. Trustee Refusing To Approve Distribution

    By Stash026,
    • 13 replies
    • 3k views

  36. Partial Distributions No Longer Valid ?

    By KazzaDoom,   
    • 12 replies
    • 6k views

  37. New Company Formed - Distributional event?

    By tylerb172,
    • 1 reply
    • 427 views

  38. Two matches

    By MGOAdmin,   
    • 8 replies
    • 1.1k views

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

    By Luke Bailey,   
    • 12 replies
    • 3.6k views

  40. Spousal Beneficiary Requirements and Common Law Spouse?

    By cheersmate,   
    • 11 replies
    • 3.3k views

  41. Benefits Rights and Features

    By Purplemandinga,
    • 2 replies
    • 1.4k views

  42. Disregarded entity compensation

    By Purplemandinga,
    • 2 replies
    • 1.3k views

  43. 414s Compensation Testing

    By justatester,
    • 1 reply
    • 979 views

  44. Discretionary match on top of SH match

    By AKconsult,
    • 6 replies
    • 1.5k views

  45. withdrawing from 401k penalty free at 55

    By linusbeagle,
    • 8 replies
    • 2.6k views

  46. Discretionary match--how discretionary?

    By BG5150,
    • 2 replies
    • 592 views

  47. Adding EACA Mid-Year

    By austin3515,
    • 4 replies
    • 6.2k views

  48. Using Negative Contributions to Correct Excess Deferrals

    By 401 Chaos,
    • 7 replies
    • 4.1k views

  49. Emergency Medical Service Personnel definition

    By spiritrider,
    • 0 replies
    • 277 views

  50. 1099R Not Reported On a Loan Default

    By Karoline Curran,   
    • 10 replies
    • 1.6k views
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