401(k) Plans

19,320 topics in this forum

1. How to Roll Over an Inherited 401k?

   By MarciaPresberry, June 24, 2015   

   • 401k
   • IRA
   • (and 2 more)

     Tagged with:

     • 401k
     • IRA
     • Rollover
     • Inherited 401k
   • 2 replies
   • 2.2k views
   • 
   • DonReynolds
   • July 1, 2015

2. Fund Change Notices and other heahaches

   By 52626, May 24, 2013
   • 1 reply
   • 2.2k views
   • 
   • Bill Presson
   • May 26, 2013

3. Matching By Payroll Period - No True Ups

   By Dennis Povloski, May 17, 2010
   • 8 replies
   • 2.2k views
   • 
   • Dennis Povloski
   • May 18, 2010

4. 401K did not distribute to correct individuals

   By NBS2121, April 1, 2024
   • 13 replies
   • 2.2k views
   • 
   • David Schultz
   • April 6, 2024

5. 2 Partnerships - Earned Income

   By TBob, March 27, 2006
   • 5 replies
   • 2.2k views
   • 
   • Stevo-PDX
   • March 29, 2006

6. Hardship self-certification

   By MGOAdmin, March 21, 2023
   • 2 replies
   • 2.2k views
   • 
   • rocknrolls2
   • March 22, 2023

7. Same firm as TPA and IQPA CPA?

   By justanotheradmin, March 3, 2014
   • 3 replies
   • 2.2k views
   • 
   • Flyboyjohn
   • March 3, 2014

8. Sole Proprietor

   By Guest robertcusick, December 15, 2009
   • 8 replies
   • 2.2k views
   • 
   • Guest
   • July 3, 2011

9. Terminated Employee receiving severance pay.

   By Guest Dianne Day, April 6, 2004
   • 1 reply
   • 2.2k views
   • 
   • david rigby
   • April 6, 2004

10. Final 5500 for merged plans

    By Guest Laura A, November 4, 1998
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • November 7, 1998

11. Final 401(k) Regs. and Gap Earnings

    By Guest M. Martin, January 26, 2006
    • 4 replies
    • 2.2k views
    • 
    • Archimage
    • February 2, 2006

12. illegal participants

    By Guest Betsy Oakey, September 1, 2006
    • 13 replies
    • 2.2k views
    • 
    • Guest
    • September 7, 2006

13. Late Discretionary Matching Contribution

    By ratherbereading, August 15, 2017   

    • late match
    • 8 replies
    • 2.2k views
    • 
    • TPAJake
    • August 17, 2017

14. Safe Harbor NEC - odd formula

    By 401QUE, October 23, 2013   

    • Safe Harbor
    • 414(s) Test
    • (and 2 more)

      Tagged with:

      • Safe Harbor
      • 414(s) Test
      • reasonableness test
      • excluding bonus
    • 3 replies
    • 2.2k views
    • 
    • BG5150
    • October 24, 2013

15. 401(k) Safe Harbor and Union Employees

    By Gilmore, May 2, 2016
    • 2 replies
    • 2.2k views
    • 
    • Lou S.
    • May 2, 2016

16. can IRS grab 401(k) to pay taxes owed?

    By MR, December 4, 2003
    • 3 replies
    • 2.2k views
    • 
    • MR
    • December 5, 2003

17. Bankrupt Client- Can't find plan trustee

    By TPAVP, March 13, 2001
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • March 15, 2001

18. Forfeitures to fund late earnings ?

    By Guest jvandyke, February 12, 2010
    • 1 reply
    • 2.2k views
    • 
    • Lou S.
    • February 12, 2010

19. Is it possible to withdraw 401K funds prior to retirement?

    By Guest Carl C, May 23, 2001
    • 3 replies
    • 2.2k views
    • 
    • david rigby
    • May 23, 2001

20. Includable in 2005 Dec ye ADP test?

    By Beltane, July 17, 2006
    • 13 replies
    • 2.2k views
    • 
    • Beltane
    • July 20, 2006

21. Amendments, Amendments, Amendments....

    By Guest Frank Jackson, March 26, 1999
    • 4 replies
    • 2.2k views
    • 
    • MWeddell
    • March 30, 1999

22. Attribution Rules - Ex-Spouse

    By Stash026, December 26, 2017
    • 3 replies
    • 2.2k views
    • 
    • ESOP Guy
    • December 27, 2017

23. Help ASAP! Former Key Employee Accounts

    By sloble@crowleyfleck.com, October 5, 2004
    • 4 replies
    • 2.2k views
    • 
    • sloble@crowleyfleck.com
    • October 5, 2004

24. SH Match....TH pass

    By K-t-F, May 5, 2006
    • 9 replies
    • 2.2k views
    • 
    • Tom Poje
    • May 5, 2006

25. Students in Co-op program

    By jkharvey, June 27, 2013
    • 2 replies
    • 2.2k views
    • 
    • Bill Presson
    • June 27, 2013

26. Safe Harbor & Severance Pay

    By Guest CHRISTA, January 7, 2002
    • 1 reply
    • 2.2k views
    • 
    • Erik Read
    • January 8, 2002

27. Safe Harbor 401(k) with 3% Non-elective (not a Maybe)

    By msmith, January 7, 2009
    • 10 replies
    • 2.2k views
    • 
    • rcline46
    • January 8, 2009

28. Plan Loan

    By Guest Hgreer, January 6, 2014
    • 18 replies
    • 2.2k views
    • 
    • Jim Chad
    • January 14, 2014

29. Walmartization of 401(k) Plans

    By Locust, May 26, 2006
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • June 3, 2006

30. One Person 401(k) when there is no salary?

    By Guest Ashlea, January 7, 2005
    • 19 replies
    • 2.2k views
    • 
    • GBurns
    • January 10, 2005

31. Keogh into 401(k)

    By Guest dhoefer, January 24, 2002
    • 4 replies
    • 2.2k views
    • 
    • Bill Berke
    • January 25, 2002

32. Missed Deferral Opportunity - 25% QNEC vs 3 month rolling

    By legort69, April 10, 2018   

    • rolling three-month exception
    • 4 replies
    • 2.2k views
    • 
    • Belgarath
    • August 18, 2020

33. HCE using top paid group

    By cdavis25, November 12, 2008
    • 6 replies
    • 2.2k views
    • 
    • Mike Preston
    • November 13, 2008

34. Distribution of deceased participant's account to surviving spouse's account in same plan; can survivor later roll over to IRA?

    By Lori H, May 23, 2003
    • 5 replies
    • 2.2k views
    • 
    • Mary Kay Foss
    • September 28, 2003

35. Bottom Up QNEC

    By Guest tjt169, June 17, 2014
    • 3 replies
    • 2.2k views
    • 
    • Kevin C
    • June 27, 2014

36. Administration and Audits

    By Guest Melissa Winslow, April 24, 2002
    • 10 replies
    • 2.2k views
    • 
    • BeckyMiller
    • May 10, 2002

37. In-plan Roth transfers and conversions

    By Guest JPIngold, September 11, 2013
    • 1 reply
    • 2.2k views
    • 
    • ETA Consulting LLC
    • September 11, 2013

38. Change in election amount

    By Guest Nini, June 21, 2007
    • 7 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 26, 2007

39. Can a Control Group maintain a 401k and a SEP IRA

    By Vlad401k, September 22, 2015
    • 5 replies
    • 2.2k views
    • 
    • austin3515
    • September 23, 2015

40. Can deferrals be deposited monthly, even though employer's payroll is bi-weekly?

    By Guest bgrazetti, September 22, 2003
    • 6 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • October 10, 2003

41. 5500s

    By fidu, May 29, 2002
    • 10 replies
    • 2.2k views
    • 
    • fidu
    • June 12, 2002

42. No violation of 415, 402(g) or 401(k) - just 404(c)

    By imchipbrown, January 23, 2001
    • 5 replies
    • 2.2k views
    • 
    • rcline46
    • January 23, 2001

43. termination distn fees

    By Guest billy bong, June 22, 2001
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • July 3, 2001

44. Excess Elective Deferrals

    By Guest sbavely, November 17, 1998
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • November 25, 1998

45. Gramm-Leach-Bliley Privacy Notices and 401(k) Plans

    By Guest T C Farnam, June 1, 2001
    • 3 replies
    • 2.2k views
    • 
    • Jon Chambers
    • June 1, 2001

46. OK for employer to pay an annual per-participant charges for employed

    By PMC, October 2, 2000
    • 12 replies
    • 2.2k views
    • 
    • alanm
    • October 11, 2000

47. Payroll overpayment

    By reader, March 24, 2021
    • 9 replies
    • 2.2k views
    • 
    • Bri
    • March 29, 2021

48. Can a duplicate 401(k) RMD be corrected or reversed

    By Guest Jackson, February 12, 2014   

    • Correction of duplicate RMD
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • February 12, 2014

49. Self Employment Calculation for 2011

    By TPApril, January 14, 2012
    • 14 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 17, 2012

50. Simple 401(k) Top Heavy Test

    By Guest chant44, March 12, 2001
    • 4 replies
    • 2.2k views
    • 
    • MWeddell
    • March 13, 2001