401(k) Plans

19,275 topics in this forum

1. RMD's from Roth Accounts

   By Dougsbpc, March 18, 2014
   • 10 replies
   • 2.1k views
   • 
   • masteff
   • March 19, 2014

2. 401(k) safe harbor with integrated discretionary contribution

   By jkharvey, March 16, 2000
   • 1 reply
   • 2.1k views
   • 
   • KJohnson
   • March 16, 2000

3. 403(b) Rollovers

   By Guest Thornton, March 23, 1999
   • 5 replies
   • 2.1k views
   • 
   • jlf
   • April 3, 1999

4. Plan merger & ADP testing

   By Guest Amy Marie, February 8, 2010
   • 1 reply
   • 2.1k views
   • 
   • Kevin C
   • February 9, 2010

5. SHNEC and Additional ER Contribution

   By justatester, April 22, 2020
   • 4 replies
   • 2.1k views
   • 
   • Kevin C
   • April 23, 2020

6. what is "retired" for purposes of required minimum distributions

   By TaxLawyer1978, June 19, 2018
   • 15 replies
   • 2.1k views
   • 
   • Peter Gulia
   • June 22, 2018

7. Profit Sharing calculation

   By Guest JohnSB, October 17, 2007
   • 4 replies
   • 2.1k views
   • 
   • PLAN MAN
   • October 24, 2007

8. Catch-Up Universal Availability

   By Guest OHH, September 19, 2003
   • 4 replies
   • 2.1k views
   • 
   • R. Butler
   • September 19, 2003

9. -11(g) and New Comp

   By austin3515, February 21, 2011
   • 6 replies
   • 2.1k views
   • 
   • Bill Presson
   • February 22, 2011

10. Failure under 410(b) Nondiscrimination Testing

    By holdco, September 27, 2012
    • 3 replies
    • 2.1k views
    • 
    • holdco
    • September 28, 2012

11. Roth 401(k) Contributions

    By Nassau, December 6, 2010
    • 2 replies
    • 2.1k views
    • 
    • KMG77
    • December 9, 2010

12. I have money purchase plan,SEP IRA Can I open a 401K?

    By caryn22359, May 20, 2013
    • 6 replies
    • 2.1k views
    • 
    • ESOP Guy
    • May 20, 2013

13. Can I roll over my 401(k) moneys into a Roth IRA?

    By Guest kevking, October 21, 2000
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • July 21, 2001

14. Negative Elections ~ specified amount automatically contributed!

    By Guest Philip Simpkins, August 7, 2002
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • April 4, 2003

15. What is the time limit for 401k distributions?

    By Guest MaggieRose, October 3, 1999
    • 1 reply
    • 2.1k views
    • 
    • Ervin Barham
    • October 4, 1999

16. Forfeit related match

    By Guest Jennyb473, December 16, 2010
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 20, 2010

17. Partners in an LLP with 401K plan --- How do you split up their "deferrals" vs their "company match" ?

    By Guest rffahey, February 12, 2004
    • 1 reply
    • 2.1k views
    • 
    • E as in ERISA
    • February 12, 2004

18. Multiple employer plan - what's with that?

    By SMB, August 20, 2001
    • 8 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • August 23, 2001

19. Employer reimbursement of investment fees.

    By Guest Thornton, August 28, 2002
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • August 29, 2002

20. Participant Investment Performance for Daily Valuation vs. Non-Daily V

    By Guest Knud Gotterup, November 23, 1998
    • 4 replies
    • 2.1k views
    • 
    • LCARUSI
    • November 25, 1998

21. Canadian Citizen

    By Guest moltengater, August 8, 2006
    • 3 replies
    • 2.1k views
    • 
    • A Shot in the Dark
    • August 8, 2006

22. ACP and 414(s)

    By Guest Amy Erlbacher Anderson, July 26, 1999
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • January 17, 2002

23. Investment: LLC K-1 is negative

    By TPApril, August 22
    • 2 replies
    • 2.1k views
    • 
    • Peter Gulia
    • August 22

24. Fiduciary Concerns - Seeking Opinions

    By CuseFan, February 20, 2024
    • 21 replies
    • 2.1k views
    • 
    • david rigby
    • February 22, 2024

25. HCE - Look back Period?

    By Guest jkrad, October 10, 2003
    • 1 reply
    • 2.1k views
    • 
    • ccassetty
    • October 10, 2003

26. Use non-safe harbor Match for Top Heavy Minimum?

    By Guest RJM, February 15, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 19, 2001

27. Went to a Corbel conference....

    By stevena, May 4, 2004
    • 11 replies
    • 2.1k views
    • 
    • mbozek
    • May 11, 2004

28. What is the status of "same desk" employees if their new emp

    By Guest Craig Smith, March 23, 2001
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • April 9, 2001

29. IRS Compliance Check

    By Guest 4:15 Limit, June 1, 2010
    • 10 replies
    • 2.1k views
    • 
    • PensionPro
    • August 10, 2010

30. QJSA Spousal Consent in DC Plans

    By ERISAAPPLE, February 15, 2018   

    • spousal consent
    • 2012-3
    • (and 1 more)

      Tagged with:

      • spousal consent
      • 2012-3
      • qjsa
    • 6 replies
    • 2.1k views
    • 
    • Bird
    • February 19, 2018

31. Switching from Prior Year to Current Year Testing Method

    By Guest CRC02, April 19, 2002
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • April 20, 2002

32. Compensation from STD Payments

    By Wessex, May 15, 2018
    • 1 reply
    • 2.1k views
    • 
    • Larry Starr
    • May 15, 2018

33. Catch up contributions only allowed?

    By Guest jusducki, November 29, 2005
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • December 16, 2005

34. Definition of Compensation / Fiscal Year

    By BFree, September 20, 2002
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 24, 2002

35. Form 8905 for uncertain 401(k) plan

    By Guest PBJ, January 9, 2007
    • 4 replies
    • 2.1k views
    • 
    • austin3515
    • January 17, 2007

36. Hardship Withdrawal - salary deferrals were not suspended after distribution

    By Guest nps, May 20, 2004
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 26, 2004

37. Does this plan have an impermissible hardship provision and if so, wha

    By John A, December 10, 1999
    • 3 replies
    • 2.1k views
    • 
    • MWeddell
    • December 20, 1999

38. UBTI on qualified plan asset

    By KevinMc, January 24, 2020
    • 5 replies
    • 2.1k views
    • 
    • Luke Bailey
    • March 30, 2021

39. 401(K) Participant Rehire

    By Guest Ohiobcat, November 3, 2011
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • November 3, 2011

40. Termination and 401K

    By Guest gman26, April 29, 2004
    • 3 replies
    • 2.1k views
    • 
    • jquazza
    • April 30, 2004

41. definition of comp for safe harbor match

    By cpc0506, March 27, 2013
    • 5 replies
    • 2.1k views
    • 
    • K2retire
    • May 16, 2013

42. Terminate Money Purchase and Start up 401k?

    By Dennis Povloski, June 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • 12AX7
    • June 16, 2011

43. Safe Harbor Plan Definition of "Compensation"

    By Guest IRISH79, May 31, 2007
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2007

44. HCE Determination after a Stock Sale

    By Scott, March 6, 2009
    • 2 replies
    • 2.1k views
    • 
    • austin3515
    • March 8, 2009

45. New Safe Harbor Plan

    By Guest elang, November 30, 2011
    • 7 replies
    • 2.1k views
    • 
    • rcline46
    • December 1, 2011

46. FMLA and Controlled Group

    By Guest MFJ, November 17, 2009
    • 2 replies
    • 2.1k views
    • 
    • oriecat
    • November 18, 2009

47. Spousal Waiver of annuity options

    By Guest gasher, October 3, 2000
    • 2 replies
    • 2.1k views
    • 
    • rcline46
    • October 3, 2000

48. Catch up example - please help me understand

    By Guest cease, February 20, 2004
    • 15 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 26, 2004

49. Catch-up Guidance

    By Guest T-BONE, October 25, 2001
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • October 26, 2001

50. Safe Harbor Plans - Midyear Changes

    By Guest shaul, November 10, 2009
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • November 10, 2009