401(k) Plans

19,321 topics in this forum

1. 401K Rollover leave company and rehired in same year

   By Guest Crashdavis, November 27, 2012
   • 6 replies
   • 5.7k views
   • 
   • masteff
   • November 28, 2012

2. Ineligible deferrals, not corrected

   By emmetttrudy, July 26, 2013
   • 6 replies
   • 1.4k views
   • 
   • emmetttrudy
   • August 8, 2013

3. PayChex Problems - 125 Excluded from 401k Calc

   By austin3515, February 2, 2017
   • 6 replies
   • 1.5k views
   • 
   • Eric Taylor
   • February 3, 2017

4. Loan Overpayment used for second loan w/o notice

   By maylavinia, October 18, 2018
   • 6 replies
   • 1.4k views
   • 
   • Eve Sav
   • October 19, 2018

5. Yet another LTPT question

   By Belgarath, January 13, 2023
   • 6 replies
   • 1.1k views
   • 
   • MoJo
   • February 21, 2023

6. Allocation Conditions and Profit Sharing

   By justatester, March 16, 2023
   • 6 replies
   • 2k views
   • 
   • CuseFan
   • March 17, 2023

7. Brother-sister control group

   By Guest tonjer, November 13, 2002
   • 6 replies
   • 1.9k views
   • 
   • Belgarath
   • November 20, 2002

8. Late Deposit of 401(k) Deferrals

   By MarZDoates, August 4, 2003
   • 6 replies
   • 1.9k views
   • 
   • Guest
   • August 13, 2003

9. Who should sign the Form 5500? Trustee changed after year-end.

   By 401king, July 9, 2018
   • 6 replies
   • 2.5k views
   • 
   • Madison71
   • July 9, 2018

10. QACA plans and Roth

    By Kimberly S, July 12, 2007
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • July 14, 2007

11. Excludible NHCE becomes HCE, quits, minimum coverage issue

    By JWRB, December 14, 2016
    • 6 replies
    • 766 views
    • 
    • MWeddell
    • December 14, 2016

12. Deferral Question

    By Guest Theresa, March 16, 2000
    • 6 replies
    • 2.3k views
    • 
    • Jon Chambers
    • March 21, 2000

13. Qpam

    By fidu, May 16, 2002
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 23, 2002

14. Is a 990-T needed?

    By goldtpa, June 23, 2004
    • 6 replies
    • 2.1k views
    • 
    • Earl
    • June 25, 2004

15. voluntary employee contributions aren't 401(k) deferrals are they?

    By Guest Fred Maynard, February 17, 2005
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • February 17, 2005

16. Leased employees

    By Guest Pat Metallic, August 14, 2007
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • August 15, 2007

17. 3% safe harbor with additional match

    By R. Butler, March 2, 2001
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 16, 2002

18. Just Doesn't smell right!

    By TBob, January 20, 2004
    • 6 replies
    • 1.4k views
    • 
    • J2D2
    • January 20, 2004

19. Required Minimum Distributions - 5% Owner Sold His Stake

    By newplananalyst, December 8, 2014
    • 6 replies
    • 2.7k views
    • 
    • ETA Consulting LLC
    • December 9, 2014

20. New Company Eligibility PS Grant

    By cheersmate, September 19, 2019   

    • eligibility waiver 401k eligibility,
    • eligibility service waiver
    • (and 1 more)

      Tagged with:

      • eligibility waiver 401k eligibility,
      • eligibility service waiver
      • past service grant
    • 6 replies
    • 685 views
    • 
    • Kevin C
    • September 23, 2019

21. Anyone know anything about these Index Funds?

    By Guest LondonBroil, February 1, 2005
    • 6 replies
    • 9k views
    • 
    • RCK
    • May 25, 2007

22. K-1 Compensation For An S-Corp

    By metsfan026, February 15, 2022
    • 6 replies
    • 4.5k views
    • 
    • CuseFan
    • February 15, 2022

23. Can a one person employer (no employees) set up a Safe Harbor 401(k) P

    By Guest Kathleen Fouquet, December 6, 2001
    • 6 replies
    • 1.9k views
    • 
    • Belgarath
    • December 7, 2001

24. HCE determination question

    By fiona1, May 10, 2007
    • 6 replies
    • 2.5k views
    • 
    • austin3515
    • May 12, 2007

25. Minor child as beneficiary?

    By Guest Michael Anderson, April 4, 2005
    • 6 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • April 7, 2005

26. Lost participant account over $5,000

    By Pixie, December 9, 2010
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • December 10, 2010

27. Maximum Loan Amount

    By emmetttrudy, April 1, 2011
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • May 17, 2011

28. Puerto Rico Compensation

    By Doghouse, February 1, 2018
    • 6 replies
    • 900 views
    • 
    • Doghouse
    • February 5, 2018

29. Military Leave & Loans

    By Guest EdwardF, August 24, 1999
    • 6 replies
    • 2.3k views
    • 
    • Wessex
    • September 1, 1999

30. 415 and off calendar year plan year

    By 30Rock, August 16, 2023
    • 6 replies
    • 1.2k views
    • 
    • Tom
    • August 17, 2023

31. ADP / ACP Testing

    By Alex Daisy, January 18, 2008
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • January 20, 2008

32. PENALTY FEE

    By Guest alan24, June 1, 2004
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • June 3, 2004

33. Rule of Parity

    By IRA, November 25, 2008
    • 6 replies
    • 3.8k views
    • 
    • IRA
    • December 10, 2008

34. Employer Stock

    By cs771, January 4, 2013
    • 6 replies
    • 2.4k views
    • 
    • cs771
    • January 4, 2013

35. Excluding a Class/Division of Employees from Participation

    By IhrtERISA, September 6, 2017   

    • employee exclusions
    • 410(a)
    • (and 2 more)

      Tagged with:

      • employee exclusions
      • 410(a)
      • 410(b)
      • 411
    • 6 replies
    • 6.2k views
    • 
    • Luke Bailey
    • September 14, 2017

36. OK for participant to designate his fraternity as the beneficiary of h

    By Guest, December 13, 1999
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • December 20, 1999

37. An Employer has two separate Plans a Profit Sharing Plan and a Money Purchase Pension Plan. The owner is the only participant in each Plan. Wants only one Plan.

    By Guest ROB VIDOVICH, October 12, 2004
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • October 13, 2004

38. what to say in a 402(f) notice if the sender doesn't know whether the plan is tax-qualified?

    By Peter Gulia, May 24, 2010
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 25, 2010

39. Matching on a Payroll Basis, and 1,000 Hour Eligibility Requirement

    By Christine Roberts, April 26, 2002
    • 6 replies
    • 2k views
    • 
    • Christine Roberts
    • April 26, 2002

40. suspension after after-tax wdr

    By Guest Gunner, September 19, 2002
    • 6 replies
    • 2.1k views
    • 
    • RTK
    • September 19, 2002

41. Allow Union Members to Particpate, but not receive employer contribution.

    By Rai401k, June 22, 2005
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • July 6, 2005

42. RE Purchase

    By K-t-F, October 11, 2006
    • 6 replies
    • 1.7k views
    • 
    • K-t-F
    • October 13, 2006

43. Compensation for a Partner

    By Alex Daisy, February 1, 2010
    • 6 replies
    • 5.1k views
    • 
    • austin3515
    • February 3, 2010

44. hardship - purchase of a residence

    By Scuba 401, April 19, 2012
    • 6 replies
    • 1.7k views
    • 
    • GMK
    • April 24, 2012

45. Maximum Loan / market dropped

    By Lou81, June 17, 2021   

    • loan
    • 6 replies
    • 851 views
    • 
    • BenefitJack
    • June 19, 2021

46. Auto Rollover amendments

    By Guest sherrycash, March 14, 2005
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • March 16, 2005

47. Attainment of age 59 1/2

    By Fisher, January 4, 2007
    • 6 replies
    • 3.5k views
    • 
    • RCK
    • January 5, 2007

48. Form 5500 reporting and uncashed checks

    By cpc0506, May 15, 2018
    • 6 replies
    • 1.9k views
    • 
    • Bob the Swimmer
    • May 16, 2018

49. eliminate a Money Purchase plan

    By FJR, August 2, 2001
    • 6 replies
    • 2k views
    • 
    • david rigby
    • August 28, 2001

50. Roth Safe Harbor Plan

    By RLTGroup, May 6, 2013   

    • Roth
    • Safe Harbor
    • (and 1 more)

      Tagged with:

      • Roth
      • Safe Harbor
      • Post Tax
    • 6 replies
    • 2.2k views
    • 
    • RLTGroup
    • May 8, 2013