401(k) Plans

19,275 topics in this forum

1. Participant in prison , wife and father each have a power of attorney and want to withdraw full amount

   By Jim Chad, May 18, 2004
   • 7 replies
   • 7.3k views
   • 
   • TPApril
   • September 14, 2013

2. Loan Repayments/Payroll Cycle Change

   By whitboston, May 19, 2006
   • 12 replies
   • 7.3k views
   • 
   • Mike Preston
   • May 19, 2006

3. Distribution Notice Time Line

   By Guest MEGK, April 26, 2012
   • 32 replies
   • 7.3k views
   • 
   • masteff
   • May 22, 2012

4. Amendment to Safe Harbor Plan

   By msmith, July 11, 2013
   • 12 replies
   • 7.3k views
   • 
   • msmith
   • July 13, 2013

5. Company Stock in a401(k) Plan

   By LCARUSI, October 2, 1998
   • 22 replies
   • 7.3k views
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   • 401 Chaos
   • June 20, 2008

6. Largest 401k providers?

   By Guest rdillman, April 15, 2003
   • 9 replies
   • 7.3k views
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   • MWeddell
   • April 29, 2003

7. GICs and surrender charges

   By eilano, April 5, 2006
   • 19 replies
   • 7.3k views
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   • RCK
   • April 14, 2006

8. Participation by Foreign Nationals

   By Guest Bahrman, October 31, 2003
   • 4 replies
   • 7.3k views
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   • IRC401
   • November 5, 2003

9. husband and wife - separate plans?

   By MR, December 15, 2005
   • 24 replies
   • 7.3k views
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   • GBurns
   • December 23, 2005

10. Reporting 402(g) refund on Tax Return

    By Guest lgm, April 10, 2008
    • 6 replies
    • 7.2k views
    • 
    • Guest
    • April 11, 2008

11. Rollover of terminated money purchase plan balances into 401(k)

    By holdco, April 9, 2012
    • 14 replies
    • 7.2k views
    • 
    • holdco
    • April 10, 2012

12. What does line 14C on a k-1 refer to?

    By Jim Chad, September 5, 2018
    • 19 replies
    • 7.2k views
    • 
    • thepensionmaven
    • September 13, 2018

13. Excluded Employees Causing 410(b) Failure

    By Guest 4:15 Limit, April 12, 2011
    • 9 replies
    • 7.2k views
    • 
    • ESOP Guy
    • April 12, 2011

14. What is W-2 Compensation?

    By justanotheradmin, June 25, 2014
    • 7 replies
    • 7.2k views
    • 
    • ESOP Guy
    • June 26, 2014

15. What is the difference between a 401(k) plan and a 401(a) plan?

    By Guest Blueglass, November 30, 2003
    • 6 replies
    • 7.2k views
    • 
    • mbozek
    • December 4, 2003

16. How much can I borrow on my 401K?

    By Guest Zoil, March 3, 2002
    • 17 replies
    • 7.2k views
    • 
    • Mike Preston
    • April 25, 2002

17. ER did not withhold 401(k) from bonus

    By BG5150, January 4, 2010
    • 1 reply
    • 7.2k views
    • 
    • Tom Poje
    • January 5, 2010

18. Rollover of Loan OUT of a Plan

    By Gadgetfreak, September 10, 2012
    • 8 replies
    • 7.2k views
    • 
    • Kevin C
    • September 11, 2012

19. 401(k) deposit check lost in mail, ultimately late, can it be excused?

    By TPApril, October 6, 2012
    • 7 replies
    • 7.1k views
    • 
    • austin3515
    • October 9, 2012

20. failure to deduct deferrals from final paycheck

    By k man, October 3, 2005
    • 6 replies
    • 7.1k views
    • 
    • E as in ERISA
    • October 5, 2005

21. Corrective distributions on 5500

    By Alex Daisy, June 5, 2008
    • 5 replies
    • 7.1k views
    • 
    • JanetM
    • June 6, 2008

22. illiquid asset

    By Scuba 401, June 4, 2013
    • 25 replies
    • 7.1k views
    • 
    • John Feldt ERPA CPC QPA
    • June 7, 2013

23. Tip income

    By austin3515, April 13, 2021
    • 26 replies
    • 7.1k views
    • 
    • Peter Gulia
    • April 20, 2021

24. 401k Loans and Bankruptcy

    By Guest Una M, September 27, 2001
    • 12 replies
    • 7.1k views
    • 
    • Guest
    • October 3, 2001

25. Minimum Loan Amount

    By Guest andmik, January 28, 2010
    • 12 replies
    • 7.1k views
    • 
    • K2retire
    • February 2, 2010

26. URGENT -please clarify PRUDENT man VS prudent expert RULEs for ERISA f

    By fidu, December 24, 2001
    • 11 replies
    • 7.1k views
    • 
    • Guest
    • January 3, 2002

27. Pre-87 and Post 86 after tax distribs

    By Brian Gallagher, April 3, 2003
    • 3 replies
    • 7.1k views
    • 
    • MGB
    • April 4, 2003

28. Advisory fees

    By Guest Junior, June 4, 2003
    • 44 replies
    • 7.1k views
    • 
    • Guest
    • June 13, 2003

29. Safe Harbor Match and discretionary match

    By rcline46, November 22, 2005
    • 23 replies
    • 7.1k views
    • 
    • KJohnson
    • December 1, 2008

30. Matching Contribution -True up

    By Nassau, July 8, 2013
    • 7 replies
    • 7.1k views
    • 
    • 401king
    • December 22, 2014

31. QNEC for a missed deferral

    By fiona1, July 25, 2012
    • 4 replies
    • 7.1k views
    • 
    • 00hskrgrl
    • July 25, 2012

32. Adoption Date vs. Effective Date

    By Guest LKHartnett, September 10, 2002
    • 2 replies
    • 7.1k views
    • 
    • Guest
    • September 10, 2002

33. ADP refunds terminated HCE's

    By Guest EricWings, December 24, 2007
    • 10 replies
    • 7k views
    • 
    • Guest
    • March 13, 2008

34. Family Attribution Rules

    By Guest AP, March 2, 1999
    • 1 reply
    • 7k views
    • 
    • david shipp
    • March 2, 1999

35. Audit for Terminated 401(k) Plan?

    By Guest LCarter3, March 10, 2011
    • 11 replies
    • 7k views
    • 
    • Guest
    • March 14, 2011

36. Excluding union employees from a 401(k)

    By betheeg, June 5, 2006
    • 5 replies
    • 7k views
    • 
    • JanetM
    • June 5, 2006

37. Overpayment to terminated participant

    By Guest Thom Shumosic,CFP, April 5, 2000
    • 13 replies
    • 7k views
    • 
    • pjkoehler
    • June 23, 2000

38. Safe Harbor 401(k) Plan/Failed 414s compensation test

    By rew, March 11, 2019
    • 12 replies
    • 7k views
    • 
    • Belgarath
    • May 1, 2019

39. Can an Exsisting Profit Sharing Plan Amend to a Safe Harbor 401(k) or

    By Guest Arch, March 25, 1999
    • 15 replies
    • 7k views
    • 
    • RatherBeGolfing
    • August 19, 2021

40. USERRA, HEART Act, Make-Up Contributions, Military Differential

    By Guest BWNWE, March 28, 2012
    • 2 replies
    • 7k views
    • 
    • 00hskrgrl
    • June 22, 2012

41. Primary Residence Loan

    By 30Rock, July 24, 2010
    • 5 replies
    • 7k views
    • 
    • masteff
    • July 26, 2010

42. Roth Deferrals and 402(g) Violation

    By buckaroo, April 27, 2010
    • 16 replies
    • 7k views
    • 
    • austin3515
    • May 4, 2010

43. Can a participant use 401(k) $ to pay equity to ex spouse ?

    By Guest W. Blake, July 12, 2005
    • 9 replies
    • 6.9k views
    • 
    • david rigby
    • July 14, 2005

44. Excess (over plan limit) deferrals

    By Guest A. Rostosky, January 5, 2001
    • 18 replies
    • 6.9k views
    • 
    • Guest
    • January 19, 2001

45. Contribution Limits for off calendar year

    By Pammie57, September 24, 2018
    • 4 replies
    • 6.9k views
    • 
    • CJ Allen
    • September 26, 2018

46. 401K Pension Freezing/Blackout Period

    By Guest Robert Tate, September 19, 2001
    • 10 replies
    • 6.9k views
    • 
    • Guest
    • February 15, 2002

47. Vested Amount of 401k meaning

    By dbm, October 24, 2019
    • 5 replies
    • 6.9k views
    • 
    • Larry Starr
    • October 24, 2019

48. Transition Rule

    By justatester, January 10, 2008
    • 4 replies
    • 6.9k views
    • 
    • justatester
    • January 14, 2008

49. Rollovers by Terminated Participants

    By lalaland, May 29, 2014
    • 9 replies
    • 6.9k views
    • 
    • masteff
    • May 30, 2014

50. LLC owner who deferred but had negative earnings from self employment

    By Guest Robin S. Vatalaro, March 13, 2001
    • 12 replies
    • 6.9k views
    • 
    • BeckyMiller
    • March 26, 2001