401(k) Plans

19,275 topics in this forum

1. Partners in 401(k) Plan receiving W-2's

   By rblum50, April 28, 2015   

   • 401(k) Plan
   • 2 replies
   • 2.3k views
   • 
   • shERPA
   • April 29, 2015

2. Form 5330 / E-Filing

   By austin3515, June 3, 2024
   • 9 replies
   • 2.3k views
   • 
   • Leopurrd-401k
   • June 24

3. ADP Test and Statutory Exclusions

   By Guest Richard Scheer, April 7, 2000
   • 1 reply
   • 2.3k views
   • 
   • MWeddell
   • April 10, 2000

4. Definition of "successor plan" as mentioned in Notice 98-52

   By chris, March 11, 2004
   • 3 replies
   • 2.3k views
   • 
   • k man
   • March 12, 2004

5. BRF - Match Formula

   By Gilmore, January 19, 2016
   • 8 replies
   • 2.3k views
   • 
   • Gilmore
   • January 20, 2016

6. partner's $18K deduction

   By thepensionmaven, January 3, 2017
   • 11 replies
   • 2.3k views
   • 
   • ETA Consulting LLC
   • January 4, 2017

7. Safe Harbor 401(k)/Additional Non-Elective Contribution

   By k man, December 15, 2000
   • 3 replies
   • 2.3k views
   • 
   • Richard Anderson
   • December 19, 2000

8. TPA software

   By Guest JWR, July 14, 2010
   • 5 replies
   • 2.3k views
   • 
   • Guest
   • July 20, 2010

9. Termination of Safe Harbor 401(k)

   By k man, March 5, 2007
   • 8 replies
   • 2.3k views
   • 
   • Jim Chad
   • March 9, 2007

10. Employee rehired as part time

    By Guest coconut695, November 16, 2012
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • November 16, 2012

11. Control Group and Non-Profit Entities

    By Guest abajeb, March 14, 2006
    • 2 replies
    • 2.3k views
    • 
    • MWeddell
    • March 14, 2006

12. Foreign corporation as sponsor of 401(k) plan?

    By Guest Alley, July 5, 2001
    • 2 replies
    • 2.3k views
    • 
    • GBurns
    • July 8, 2001

13. Safe Harbor 401(k) and 500 Hour requirement

    By Guest jmurph, December 20, 1999
    • 1 reply
    • 2.3k views
    • 
    • Richard Anderson
    • December 27, 1999

14. ADP - changing methods

    By Dawn Hafner, September 23, 1998
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • November 17, 1998

15. Earned income

    By Guest babs51, November 5, 2009
    • 9 replies
    • 2.3k views
    • 
    • austin3515
    • November 10, 2009

16. Spousal Consent

    By Guest Chuck118, June 17, 2013
    • 9 replies
    • 2.3k views
    • 
    • masteff
    • June 21, 2013

17. $5,000 Force-out

    By Guest koolkidd, August 26, 2003
    • 5 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2003

18. Hardship Withdrawals

    By Kevin C, February 20, 2006
    • 2 replies
    • 2.3k views
    • 
    • MWeddell
    • February 21, 2006

19. Benefits Rights and Features

    By austin3515, April 26, 2018
    • 4 replies
    • 2.3k views
    • 
    • RatherBeGolfing
    • April 27, 2018

20. HCE and union member

    By lexi, May 14, 2007
    • 5 replies
    • 2.3k views
    • 
    • austin3515
    • May 14, 2007

21. Failure to notify employees of 401k plan's Entry Dates

    By Guest mmacer, January 22, 2002
    • 2 replies
    • 2.3k views
    • 
    • david rigby
    • January 22, 2002

22. Top-Heavy Minimum/401(m) Matching Part II

    By John A, September 23, 1999
    • 6 replies
    • 2.3k views
    • 
    • John A
    • September 29, 1999

23. Excludable Employees and Cross-testing

    By Guest CAP, February 28, 2005
    • 12 replies
    • 2.3k views
    • 
    • jquazza
    • March 2, 2005

24. Closure of Fidelity Low Priced Stock Fund

    By Guest PAL100759, July 27, 2004
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • August 2, 2004

25. Auto enroll opt out

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

26. 1099 Employees

    By Guest darrensoup, January 20, 2005
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • January 20, 2005

27. sole proprietor/partnership 401(k) Plan

    By Guest tajcc, December 19, 2006
    • 8 replies
    • 2.3k views
    • 
    • Belgarath
    • December 21, 2006

28. money purchase plan (401k) for foreigner

    By Guest pinocchio, November 8, 2001
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • November 12, 2001

29. Foreign Beneficiary on a US 401(k) Plan

    By Guest LStein, October 4, 2012
    • 4 replies
    • 2.3k views
    • 
    • mbozek
    • October 10, 2012

30. Is rollover money exempt from the 10% penalty?

    By ldr, February 20, 2019   

    • rollover
    • withdrawal
    • (and 1 more)

      Tagged with:

      • rollover
      • withdrawal
      • penalty
    • 17 replies
    • 2.3k views
    • 
    • ldr
    • February 22, 2019

31. Exclusion from ACP Test

    By emmetttrudy, December 15, 2010
    • 2 replies
    • 2.3k views
    • 
    • fiona1
    • December 16, 2010

32. 415 correction after QDRO split

    By Guest jae3207, December 13, 2005
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • December 15, 2005

33. Safe Harbor - Eligible Employees

    By Guest tintree73, November 13, 2006
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • November 14, 2006

34. Solo 401(k) & Max Profit Sharing Contribution

    By ubermax, April 18, 2017
    • 14 replies
    • 2.3k views
    • 
    • Mike Preston
    • April 21, 2017

35. 414(s) Compensation Ratio Test

    By buckaroo, June 15, 2018
    • 2 replies
    • 2.3k views
    • 
    • buckaroo
    • June 15, 2018

36. Plan Termination?

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

37. Contingent safe harbor language

    By Guest erisa.com, September 24, 2001
    • 1 reply
    • 2.3k views
    • 
    • Bob R
    • October 1, 2001

38. I have a client whose business is being (or has been) taken over as an asset purchase.

    By Guest jhilliard, September 13, 2004
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • September 16, 2004

39. Spousal QJSA Waiver

    By Guest Barney Byrd, June 23, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • July 1, 1999

40. No social security number

    By 30Rock, August 26, 2020
    • 4 replies
    • 2.3k views
    • 
    • Peter Gulia
    • September 7, 2020

41. ERISA prohibition against free riding

    By fidu, July 31, 2002
    • 8 replies
    • 2.3k views
    • 
    • mbozek
    • September 16, 2002

42. Notice requirements when adding safe harbor 401(k) provisions to PSP

    By chris, February 23, 2002
    • 3 replies
    • 2.3k views
    • 
    • Tom Poje
    • November 7, 2002

43. QACA/EACA unwind feature

    By buckaroo, October 23, 2009
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • November 3, 2009

44. How to fix this mess?

    By Guest Zephyr, July 15, 2009
    • 11 replies
    • 2.3k views
    • 
    • K2retire
    • July 21, 2009

45. prohibited transaction

    By Guest bogart126, October 5, 2001
    • 4 replies
    • 2.3k views
    • 
    • KJohnson
    • October 8, 2001

46. ADP corrective distribution

    By Belgarath, January 21, 2004
    • 6 replies
    • 2.3k views
    • 
    • Tom Poje
    • January 21, 2004

47. vesting schedules

    By mlp0816, February 13, 2006
    • 4 replies
    • 2.3k views
    • 
    • JDuns
    • February 14, 2006

48. Naming minor as primary beneficiary?

    By John A, March 22, 2000
    • 2 replies
    • 2.3k views
    • 
    • KIP KRAUS
    • March 23, 2000

49. Failure to make 3% Safe Harbor Contribution

    By JRN, December 24, 2014   

    • Safe Harbor Failure
    • 2 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 26, 2014

50. 401k deferral deposit deadline for owners of corp.

    By Guest jc1457, July 28, 2010
    • 5 replies
    • 2.3k views
    • 
    • GMK
    • July 29, 2010