401(k) Plans

19,317 topics in this forum

1. Spreadsheet for 401K

   By Guest Liosis, January 19, 2011
   • 9 replies
   • 7.5k views
   • 
   • GMK
   • March 14, 2011

2. Scrivener's error

   By rlb64, January 3, 2005
   • 20 replies
   • 7.5k views
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   • 401 Chaos
   • January 6, 2005

3. Vested Amount of 401k meaning

   By dbm, October 24, 2019
   • 5 replies
   • 7.5k views
   • 
   • Larry Starr
   • October 24, 2019

4. Deferral elections not applied to bonuses

   By AlbanyConsultant, January 24, 2018
   • 5 replies
   • 7.5k views
   • 
   • Madison71
   • January 25, 2018

5. Spousal rights to 401(k) account

   By Guest Cbanarer, September 4, 1998
   • 5 replies
   • 7.4k views
   • 
   • LCARUSI
   • September 7, 1998

6. Doctor with leased employees

   By Guest Pat Metallic, September 24, 2007
   • 25 replies
   • 7.4k views
   • 
   • Guest
   • October 1, 2007

7. Hardship / Casualty Loss

   By austin3515, June 30, 2014
   • 28 replies
   • 7.4k views
   • 
   • austin3515
   • September 21, 2015

8. use of QMAC and QNEC

   By Gary, August 5, 2011
   • 4 replies
   • 7.4k views
   • 
   • fiona1
   • August 11, 2011

9. Tip income

   By austin3515, April 13, 2021
   • 26 replies
   • 7.4k views
   • 
   • Peter Gulia
   • April 20, 2021

10. Safe Harbor Match maximum formula

    By Brian Gallagher, April 21, 2004
    • 3 replies
    • 7.4k views
    • 
    • TPApril
    • November 8, 2019

11. Charging Administrative Fees to Terminated Vested Participants

    By Randy Watson, July 26, 2005
    • 15 replies
    • 7.4k views
    • 
    • Beltane
    • October 26, 2007

12. a way to avoid a plan audit?

    By betheeg, February 23, 2006
    • 19 replies
    • 7.4k views
    • 
    • betheeg
    • March 9, 2006

13. Minimum Loan Amount

    By Guest andmik, January 28, 2010
    • 12 replies
    • 7.4k views
    • 
    • K2retire
    • February 2, 2010

14. husband and wife - separate plans?

    By MR, December 15, 2005
    • 24 replies
    • 7.4k views
    • 
    • GBurns
    • December 23, 2005

15. GICs and surrender charges

    By eilano, April 5, 2006
    • 19 replies
    • 7.4k views
    • 
    • RCK
    • April 14, 2006

16. Company Stock in a401(k) Plan

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

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

    By Jim Chad, September 5, 2018
    • 19 replies
    • 7.3k views
    • 
    • thepensionmaven
    • September 13, 2018

18. Amendment to Safe Harbor Plan

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

19. Reporting 402(g) refund on Tax Return

    By Guest lgm, April 10, 2008
    • 6 replies
    • 7.3k views
    • 
    • Guest
    • April 11, 2008

20. Largest 401k providers?

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

21. What is W-2 Compensation?

    By justanotheradmin, June 25, 2014
    • 7 replies
    • 7.3k views
    • 
    • ESOP Guy
    • June 26, 2014

22. Participation by Foreign Nationals

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

23. Rollover of Loan OUT of a Plan

    By Gadgetfreak, September 10, 2012
    • 8 replies
    • 7.3k views
    • 
    • Kevin C
    • September 11, 2012

24. failure to deduct deferrals from final paycheck

    By k man, October 3, 2005
    • 6 replies
    • 7.3k views
    • 
    • E as in ERISA
    • October 5, 2005

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

    By Guest Blueglass, November 30, 2003
    • 6 replies
    • 7.3k views
    • 
    • mbozek
    • December 4, 2003

26. Excluded Employees Causing 410(b) Failure

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

27. Advisory fees

    By Guest Junior, June 4, 2003
    • 44 replies
    • 7.2k views
    • 
    • Guest
    • June 13, 2003

28. S corps, General Partnerships, and 401(k) Withholding

    By Chris123, February 21, 2020
    • 13 replies
    • 7.2k views
    • 
    • C. B. Zeller
    • March 22, 2021

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

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

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

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

31. 401(k) deposit check lost in mail, ultimately late, can it be excused?

    By TPApril, October 6, 2012
    • 7 replies
    • 7.2k views
    • 
    • austin3515
    • October 9, 2012

32. 401k Loans and Bankruptcy

    By Guest Una M, September 27, 2001
    • 12 replies
    • 7.2k views
    • 
    • Guest
    • October 3, 2001

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

    By fidu, December 24, 2001
    • 11 replies
    • 7.2k views
    • 
    • Guest
    • January 3, 2002

34. illiquid asset

    By Scuba 401, June 4, 2013
    • 25 replies
    • 7.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 7, 2013

35. Corrective distributions on 5500

    By Alex Daisy, June 5, 2008
    • 5 replies
    • 7.2k views
    • 
    • JanetM
    • June 6, 2008

36. Adoption Date vs. Effective Date

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

37. Rollover for new loan to pay off prior loan

    By Guest Pecos, June 26, 2008
    • 14 replies
    • 7.1k views
    • 
    • Guest
    • July 8, 2008

38. Pre-87 and Post 86 after tax distribs

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

39. Rollovers by Terminated Participants

    By lalaland, May 29, 2014
    • 9 replies
    • 7.1k views
    • 
    • masteff
    • May 30, 2014

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

    By Guest W. Blake, July 12, 2005
    • 9 replies
    • 7.1k views
    • 
    • david rigby
    • July 14, 2005

41. Matching Contribution -True up

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

42. Safe Harbor Match and discretionary match

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

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

    By rew, March 11, 2019
    • 12 replies
    • 7.1k views
    • 
    • Belgarath
    • May 1, 2019

44. Excluding union employees from a 401(k)

    By betheeg, June 5, 2006
    • 5 replies
    • 7.1k views
    • 
    • JanetM
    • June 5, 2006

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

    By Guest Arch, March 25, 1999
    • 15 replies
    • 7.1k views
    • 
    • RatherBeGolfing
    • August 19, 2021

46. ADP refunds terminated HCE's

    By Guest EricWings, December 24, 2007
    • 10 replies
    • 7.1k views
    • 
    • Guest
    • March 13, 2008

47. Primary Residence Loan

    By 30Rock, July 24, 2010
    • 5 replies
    • 7.1k views
    • 
    • masteff
    • July 26, 2010

48. QNEC for a missed deferral

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

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

    By Guest BWNWE, March 28, 2012
    • 2 replies
    • 7.1k views
    • 
    • 00hskrgrl
    • June 22, 2012

50. Audit for Terminated 401(k) Plan?

    By Guest LCarter3, March 10, 2011
    • 11 replies
    • 7.1k views
    • 
    • Guest
    • March 14, 2011