401(k) Plans

19,275 topics in this forum

1. W-2 comp and k-1 comp

   By Lori H, April 1, 2010
   • 4 replies
   • 2.1k views
   • 
   • austin3515
   • April 5, 2010

2. Defaulted Participant loan as prohibited transaction

   By Guest bwell, September 16, 2004
   • 3 replies
   • 2.1k views
   • 
   • austin3515
   • September 17, 2004

3. SE first half ... now incorporated... contribute $54K?

   By K-t-F, June 1, 2004
   • 14 replies
   • 2.1k views
   • 
   • Earl
   • June 4, 2004

4. Company takeover - Orphan 401k account: What are the employees options

   By Guest skbenlc, August 5, 1999
   • 1 reply
   • 2.1k views
   • 
   • MoJo
   • August 5, 1999

5. Employee Contributions as QNEC's

   By Guest Liosis, June 9, 2012
   • 1 reply
   • 2.1k views
   • 
   • ETA Consulting LLC
   • June 12, 2012

6. ER Forfeitures - ongoing balance

   By TPApril, October 2, 2017
   • 19 replies
   • 2.1k views
   • 
   • RatherBeGolfing
   • October 5, 2017

7. Can a public school district maintain a 401(k) plan?

   By Guest, November 12, 2000
   • 1 reply
   • 2.1k views
   • 
   • IRC401
   • November 13, 2000

8. Semi-annual entry allows exclusion of 1 year employee?

   By Guest Commuter Rex, November 5, 2004
   • 7 replies
   • 2.1k views
   • 
   • Bird
   • November 6, 2004

9. Overpayment of Safe Harbor Match

   By ERISA1, March 6, 2006
   • 2 replies
   • 2.1k views
   • 
   • Kirk Maldonado
   • March 9, 2006

10. ADP/ACP Testing for a Controlled Group

    By msmith, September 17, 2015
    • 8 replies
    • 2.1k views
    • 
    • msmith
    • September 21, 2015

11. 402(g)Limits Small Distributions

    By Guest Frank Jackson, March 24, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 24, 2000

12. In-Kind Distributions

    By Guest erisafried, March 2, 2003
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • March 3, 2003

13. Safe Harbor Match

    By Guest jkrad, March 5, 2003
    • 9 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2003

14. Continue contributing after termination?

    By Guest Giovanni, May 28, 2002
    • 9 replies
    • 2.1k views
    • 
    • mbozek
    • May 30, 2002

15. Self Directed Plan

    By Gary, September 12, 2008
    • 16 replies
    • 2.1k views
    • 
    • J Simmons
    • September 15, 2008

16. Profile Prospectuses

    By Guest Kennedy, July 6, 2004
    • 13 replies
    • 2.1k views
    • 
    • rlb64
    • August 11, 2004

17. Compensation for ADP Testing

    By msmith, February 5, 2019
    • 6 replies
    • 2.1k views
    • 
    • BG5150
    • February 6, 2019

18. Repeal of 457 offset

    By jlf, July 16, 2001
    • 9 replies
    • 2.1k views
    • 
    • davef
    • July 18, 2001

19. SH 401(k) switch between SH NEC and SH Match

    By M Norton, February 26, 2020
    • 5 replies
    • 2.1k views
    • 
    • justanotheradmin
    • February 27, 2020

20. Safe Harbor Plan

    By Jilliandiz, January 31, 2006
    • 7 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 3, 2006

21. 401k question: did not include Bonus in deferral

    By Victor, September 12, 2017
    • 7 replies
    • 2.1k views
    • 
    • Flyboyjohn
    • September 13, 2017

22. Two Plans under same Employer

    By cpc0506, October 25, 2012
    • 4 replies
    • 2.1k views
    • 
    • PensionPro
    • October 25, 2012

23. Pension merger into 401(k) plan

    By Guest Tbrown, July 3, 2002
    • 5 replies
    • 2.1k views
    • 
    • rcline46
    • July 8, 2002

24. Eligibility

    By thepensionmaven, April 30, 2019
    • 5 replies
    • 2.1k views
    • 
    • ACK
    • May 3, 2019

25. 401(k) Withdrawals

    By Guest Redchip, February 11, 1999
    • 4 replies
    • 2.1k views
    • 
    • QDROphile
    • February 12, 1999

26. Internal Plan Expenses

    By Guest gpr, April 9, 1999
    • 1 reply
    • 2.1k views
    • 
    • davef
    • April 20, 1999

27. Key Man Insurance in PS/(k) Plan

    By 12AX7, September 15, 2011
    • 11 replies
    • 2.1k views
    • 
    • Bird
    • April 2, 2013

28. ADP Refund of Roth funds

    By BG5150, March 10, 2021
    • 2 replies
    • 2.1k views
    • 
    • BG5150
    • March 10, 2021

29. w-2 box 13

    By ESOP Guy, January 24, 2012
    • 2 replies
    • 2.1k views
    • 
    • Belgarath
    • January 25, 2012

30. Whether a minor can participate?

    By Guest LLandau, February 18, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 18, 2002

31. Participant Loans / Rollover of Note following Loan Offset

    By austin3515, June 8, 2021
    • 17 replies
    • 2.1k views
    • 
    • Bird
    • June 10, 2021

32. ACP/ADP testing needed in safe harbor plan?

    By Guest lhinson, October 12, 2004
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • October 14, 2004

33. Loan rollover to IRA

    By PS, March 4, 2021
    • 5 replies
    • 2.1k views
    • 
    • Pam Shoup
    • March 5, 2021

34. ADP/ACP Testing - Prior vs Current

    By Guest kgsingletary, March 14, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 15, 2002

35. 410b testing

    By Guest terric, April 27, 2004
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • April 27, 2004

36. Unregistered Tender Offers

    By Guest halka, November 29, 1999
    • 1 reply
    • 2.1k views
    • 
    • Kirk Maldonado
    • November 30, 1999

37. Hardship self-certification

    By MGOAdmin, March 21, 2023
    • 2 replies
    • 2.1k views
    • 
    • rocknrolls2
    • March 22, 2023

38. Refund of Non-Vested Match

    By MGOAdmin, February 13, 2014   

    • Refund
    • Match
    • (and 3 more)

      Tagged with:

      • Refund
      • Match
      • vesting
      • acp
      • fail
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 13, 2014

39. Loan Default

    By Guest andmik, July 23, 2009
    • 5 replies
    • 2.1k views
    • 
    • 401 Chaos
    • November 29, 2010

40. safe harbor profit sharing

    By k man, April 24, 2007
    • 3 replies
    • 2.1k views
    • 
    • austin3515
    • May 7, 2007

41. 2-Loan Limit, Participant Pays Off 1 Loan, Obtains New Loan and Payoff Check Bounces

    By Guest rocnrols2, October 15, 2003
    • 11 replies
    • 2.1k views
    • 
    • Guest
    • March 26, 2004

42. withdrawing from 401k penalty free at 55

    By linusbeagle, November 16, 2018
    • 8 replies
    • 2.1k views
    • 
    • spiritrider
    • November 22, 2018

43. terminating a safe harbor plan due to retirement

    By cpc0506, May 16, 2019   

    • company closing due to retirement of owner
    • 5 replies
    • 2.1k views
    • 
    • Bird
    • May 17, 2019

44. Catch-up contribution and 415 limit

    By Sully, August 1, 2003
    • 5 replies
    • 2.1k views
    • 
    • E as in ERISA
    • August 4, 2003

45. Foreign 401k Beneficiary Designation

    By Guest Bear, September 11, 2007
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • September 11, 2007

46. Software / Website for Control Group 401K Testing

    By Guest P1P, January 12, 2011
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 12, 2011

47. Rights to Plan documents

    By Gary, April 13, 2000
    • 13 replies
    • 2.1k views
    • 
    • AndyH
    • December 18, 2001

48. Safe Harbor Match and Top Heavy Rules

    By ldr, February 28, 2019   

    • safe harbor match
    • top heavy
    • 6 replies
    • 2.1k views
    • 
    • BG5150
    • March 4, 2019

49. S-Corp - Profit Sharing Contribution Deadline

    By Guest dhoefer, March 13, 2004
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 13, 2004

50. Individualized 401(k) plans??? Help a.s.a.p

    By Guest STLGiant, June 19, 2002
    • 9 replies
    • 2.1k views
    • 
    • Alonzo
    • June 21, 2002