401(k) Plans

19,275 topics in this forum

1. "loan balance" when considering max amount

   By Brian Gallagher, April 3, 2003
   • 6 replies
   • 1.6k views
   • 
   • Mike Preston
   • April 7, 2003

2. Deferral Deductibility

   By Lucky32, April 16, 2021
   • 6 replies
   • 1.2k views
   • 
   • Bob the Swimmer
   • April 19, 2021

3. 401 k on layoff

   By Guest cris, October 28, 2001
   • 6 replies
   • 2.1k views
   • 
   • david rigby
   • October 29, 2001

4. Over 5% owner if stock is sold Jan 1?

   By DPL, February 29, 2016
   • 6 replies
   • 825 views
   • 
   • Peter Gulia
   • March 1, 2016

5. incorrect testing

   By K2retire, June 21, 2016
   • 6 replies
   • 1.6k views
   • 
   • Mike Preston
   • June 27, 2016

6. Prohibited Transaction - how to correct?

   By Blinky the 3-eyed Fish, June 30, 2011
   • 6 replies
   • 2.7k views
   • 
   • Kevin C
   • July 1, 2011

7. Limiting 401(k) deferrals to use catch-up to pass ADP

   By drakecohen, November 29, 2012
   • 6 replies
   • 1.1k views
   • 
   • MWeddell
   • December 7, 2012

8. ADP Failure but funds rolled over

   By Blinky the 3-eyed Fish, March 28, 2017
   • 6 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • March 29, 2017

9. Enrollment

   By mjf06241972, March 28, 2018   

   • enrollment 401k employees
   • 6 replies
   • 1.9k views
   • 
   • Kevin C
   • March 29, 2018

10. how much TIME???????

    By Guest kase59, April 17, 2001
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • April 18, 2001

11. 401(k) contributions based on age & service

    By Guest Nautical, September 13, 2005
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • September 13, 2005

12. Plan design question

    By SteveH, August 17, 2006
    • 6 replies
    • 1.5k views
    • 
    • QDROphile
    • August 18, 2006

13. deferrals not authorized by employee

    By k man, February 11, 2009
    • 6 replies
    • 1.5k views
    • 
    • XTitan
    • February 13, 2009

14. Failure to make safe harbor/profit sharing contribution

    By Doghouse, September 2, 2014
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • September 4, 2014

15. Unregulated institution

    By sunnyj, October 23, 2018
    • 6 replies
    • 810 views
    • 
    • Larry Starr
    • October 23, 2018

16. Safe Harbor Contribution True-Up

    By metsfan026, August 20, 2021
    • 6 replies
    • 828 views
    • 
    • maryflemingphr@yahoo.com
    • August 23, 2021

17. Cancel an IRS Fire.com File Submission

    By Gadgetfreak, March 21, 2023
    • 6 replies
    • 1.2k views
    • 
    • Gadgetfreak
    • March 22, 2023

18. Elimination of 401(k) match and vesting

    By Guest benefitsanalyst, March 5, 2001
    • 6 replies
    • 2.3k views
    • 
    • KJohnson
    • April 25, 2001

19. Key Employees - Top Heavy

    By Guest Shaf, February 1, 2005
    • 6 replies
    • 4.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 4, 2005

20. Employee rehired after plan started

    By 401king, July 31, 2013
    • 6 replies
    • 1.6k views
    • 
    • 12AX7
    • August 1, 2013

21. Request to stop loan paymemts

    By jmartin, February 6, 2017
    • 6 replies
    • 918 views
    • 
    • ESOP Guy
    • February 6, 2017

22. Safe harbor match - document silent on calculation period

    By WCC, April 3, 2019
    • 6 replies
    • 1.4k views
    • 
    • JustMe
    • July 22, 2019

23. Prevailing Wage and 401k

    By mjf06241972, November 12, 2019
    • 6 replies
    • 5.4k views
    • 
    • mjf06241972
    • November 12, 2019

24. discretionary true-up match amendment

    By Roxie99, July 8, 2022
    • 6 replies
    • 1.3k views
    • 
    • Roxie99
    • July 19, 2022

25. Non-profit entity and for profit entity--403(b) and 401(k)

    By Guest DLevine, January 13, 2003
    • 6 replies
    • 2.9k views
    • 
    • jpod
    • January 14, 2003

26. 401(k) Spousal Consent Question

    By Guest arocket, August 17, 2006
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • August 18, 2006

27. No Covid distribution/loan for you

    By Mr Bagwell, April 7, 2020
    • 6 replies
    • 821 views
    • 
    • Mr Bagwell
    • April 7, 2020

28. Deductibility of match forfeitures.

    By Guest, August 31, 2000
    • 6 replies
    • 1.8k views
    • 
    • rcline46
    • September 1, 2000

29. Simple 401(k) To A Simple 401(k) Or Other Qp

    By Guest AFRICA6796, October 29, 2001
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • October 29, 2001

30. S/H 401(k) Non Discrim Testing Question

    By MarZDoates, January 4, 2007
    • 6 replies
    • 2k views
    • 
    • MarZDoates
    • January 9, 2007

31. Is a not-for-profit company's 401(k) plan exempt from filing Form 5500?

    By Lori Foresz, September 16, 2003
    • 6 replies
    • 2.7k views
    • 
    • goldtpa
    • September 19, 2003

32. After Tax contribution limit

    By Guest Mst Shake, December 19, 2008
    • 6 replies
    • 3.3k views
    • 
    • Bird
    • December 22, 2008

33. Revenue Sharing Payments

    By HarleyBabe, April 4, 2019
    • 6 replies
    • 2.5k views
    • 
    • FPGuy
    • April 5, 2019

34. Plan's NRA is 55 and Participant is leaving on medical disability at age 56

    By Pammie57, June 11, 2024
    • 6 replies
    • 599 views
    • 
    • Peter Gulia
    • June 13, 2024

35. Form 5330

    By Guest mwest, July 17, 2001
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • July 20, 2001

36. Benefits Rights and Features

    By Guest cxs, December 21, 2005
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • January 18, 2006

37. HCE determination question - NQ deferred comp

    By Guest tellidaho, July 20, 2006
    • 6 replies
    • 2k views
    • 
    • Guest
    • July 20, 2006

38. Change of Plan Year to Get Safe Harbor

    By austin3515, January 4, 2012
    • 6 replies
    • 1.1k views
    • 
    • austin3515
    • January 5, 2012

39. Solo 401(k), First 5500, DFVC

    By 401king, February 6, 2018
    • 6 replies
    • 1.5k views
    • 
    • 401king
    • February 7, 2018

40. In-Service Distributions of 401(k) Contributions

    By Stash026, October 24, 2018
    • 6 replies
    • 2.2k views
    • 
    • Larry Starr
    • October 25, 2018

41. Combining account balances upon death

    By rblum50, June 3, 2019
    • 6 replies
    • 843 views
    • 
    • Belgarath
    • June 4, 2019

42. Who pays insurance premiums for policies in the plan?

    By Guest Theresa, January 24, 2001
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 30, 2001

43. Can expenses associated with a pooled account option be taken pro-rata

    By John A, February 14, 2001
    • 6 replies
    • 1.7k views
    • 
    • RCK
    • February 14, 2001

44. Forfeiture buy-back practices

    By Brenda Wren, February 15, 2019
    • 6 replies
    • 2k views
    • 
    • Cardscrazy
    • March 21, 2019

45. BRF testing for vesting

    By 30Rock, February 6, 2018
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 8, 2018

46. OK, why can't you do this?

    By RayJJohnsonJr, March 10, 2011
    • 6 replies
    • 1.3k views
    • 
    • RayJJohnsonJr
    • March 10, 2011

47. ADP corrective distribution

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

48. Plan Assets - Sole Proprietors

    By Guest jeffline, September 1, 2004
    • 6 replies
    • 2k views
    • 
    • mbozek
    • September 1, 2004

49. Administrative Challenge

    By Gary, December 19, 2008
    • 6 replies
    • 1.5k views
    • 
    • JanetM
    • December 23, 2008

50. After Tax and Match

    By justatester, October 15, 2012
    • 6 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • October 15, 2012