401(k) Plans

19,320 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. Whether a minor can participate?

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

3. Foreign 401k Beneficiary Designation

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

4. Safe Harbor Match

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

5. 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

6. ACP and 414(s)

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

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

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

8. Vizcaino situation? What do you do?

   By Guest tintree73, January 19, 2005
   • 14 replies
   • 2.1k views
   • 
   • Kirk Maldonado
   • January 29, 2005

9. 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

10. QACA Vesting Schedules

    By AJ North, September 16, 2024
    • 9 replies
    • 2.1k views
    • 
    • justanotheradmin
    • September 18, 2024

11. RMD Calculations - Are Receivables Included?

    By metsfan026, October 21, 2022
    • 8 replies
    • 2.1k views
    • 
    • Riley Britton
    • October 25, 2022

12. 403(b) Rollovers

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

13. 410b testing

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

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

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

15. Internal Plan Expenses

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

16. Form 8905 for uncertain 401(k) plan

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

17. Loan Default

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

18. Catch-Up Universal Availability

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

19. Huge Breaking News - No More Chevron Deference

    By austin3515, June 28, 2024
    • 22 replies
    • 2.1k views
    • 
    • Luke Bailey
    • July 16, 2024

20. Pension merger into 401(k) plan

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

21. 401(k) Withdrawals

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

22. Waiver of eligibility requirements & discrimination

    By Puddleglum, February 12, 2020
    • 6 replies
    • 2.1k views
    • 
    • Kevin C
    • February 13, 2020

23. Unregistered Tender Offers

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

24. Profit Sharing calculation

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

25. ADP/ACP Testing of 2 plans w/different plan year

    By Guest GG, March 14, 2002
    • 3 replies
    • 2.1k views
    • 
    • MWeddell
    • March 19, 2002

26. Failure under 410(b) Nondiscrimination Testing

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

27. 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

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

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

29. Forfeit related match

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

30. S-Corp - Profit Sharing Contribution Deadline

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

31. safe harbor profit sharing

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

32. -11(g) and New Comp

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

33. ADP refund question

    By roy819, November 20, 2024
    • 9 replies
    • 2.1k views
    • 
    • Lou S.
    • November 21, 2024

34. Roth 401(k) Contributions

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

35. Is it okay for a plan’s investment menu to include a non-diversified alternative?

    By Peter Gulia, November 7, 2018   

    • erisa 404(c)
    • 11 replies
    • 2.1k views
    • 
    • 401 Chaos
    • November 14, 2018

36. 401(k) safe harbor with integrated discretionary contribution

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

37. Plan merger & ADP testing

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

38. Amending or Suspending Fixed Nonelective Profit Sharing Contributions Mid-Year

    By 401 Chaos, March 24, 2020
    • 6 replies
    • 2.1k views
    • 
    • 403bear
    • June 14, 2020

39. ADP/ACP Testing - Prior vs Current

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

40. CARES Act - Loan Extension - Does "One Year" Really Mean 9 Months?

    By CMC, April 30, 2020
    • 15 replies
    • 2.1k views
    • 
    • Luke Bailey
    • May 5, 2020

41. Prohibited Transactions

    By Guest num1sherm, March 31, 2003
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • April 3, 2003

42. 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

43. Went to a Corbel conference....

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

44. Definition of Compensation / Fiscal Year

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

45. ADP Test Failure - not enough in 401(k) Account due to Loan

    By Towanda, March 12, 2018
    • 7 replies
    • 2.1k views
    • 
    • Tom Poje
    • March 14, 2018

46. 401(K) Participant Rehire

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

47. Disposition of Form 1099-R for Non-Distribution

    By LCARUSI, October 26, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • October 26, 1998

48. top heavy 401(k) first plan year

    By Guest Mike Kimball, August 19, 1999
    • 4 replies
    • 2.1k views
    • 
    • Richard Anderson
    • August 28, 1999

49. Employer reimbursement of investment fees.

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

50. Switching from Prior Year to Current Year Testing Method

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