401(k) Plans

19,337 topics in this forum

1. Foreign 401k Beneficiary Designation

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

2. Pooled investment account (with ROTH)

   By K-t-F, December 5, 2017
   • 4 replies
   • 2.1k views
   • 
   • Peter Gulia
   • December 6, 2017

3. 402(g)Limits Small Distributions

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

4. Negative Elections ~ specified amount automatically contributed!

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

5. Internal Plan Expenses

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

6. Profit Sharing calculation

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

7. Safe Harbor Match

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

8. Vesting and plan merger

   By 30Rock, November 21, 2023
   • 8 replies
   • 2.1k views
   • 
   • 30Rock
   • November 27, 2023

9. Failure under 410(b) Nondiscrimination Testing

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

10. From which source in a 401(k) can insurance premiums be paid from?

    By mming, October 21, 2003
    • 5 replies
    • 2.1k views
    • 
    • Belgarath
    • October 23, 2003

11. 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

12. 403(b) Rollovers

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

13. 401k Participant Loan repayments greater than the loan schedule.

    By ScottCPFA, April 4, 2025
    • 4 replies
    • 2.1k views
    • 
    • ScottCPFA
    • April 14, 2025

14. Form 8905 for uncertain 401(k) plan

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

15. Pension merger into 401(k) plan

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

16. -11(g) and New Comp

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

17. Letter from IRS saying 5500 EZ has wrong EIN

    By Jim Chad, November 4, 2014
    • 2 replies
    • 2.1k views
    • 
    • Bird
    • November 4, 2014

18. one time irrevocable election to not participate

    By Pixie, March 25, 2024
    • 6 replies
    • 2.1k views
    • 
    • C. B. Zeller
    • March 28, 2024

19. Unregistered Tender Offers

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

20. 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

21. Hardship withdrawal for Bankruptcy

    By gooseblitz, June 17, 2024
    • 2 replies
    • 2.1k views
    • 
    • QDROphile
    • June 17, 2024

22. Loan Default

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

23. Mandatory Roth Catchups

    By FishOn, September 22, 2025
    • 8 replies
    • 2.1k views
    • 
    • Paul I
    • September 25, 2025

24. Roth 401(k) Contributions

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

25. Safe Harbor Match plus Discretionary Match

    By Bruddah Kimo, November 9, 2011
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • November 10, 2011

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

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

27. 410b testing

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

28. Required match causes ACP failure

    By Belgarath, September 2, 2009
    • 10 replies
    • 2.1k views
    • 
    • Tom Poje
    • September 4, 2009

29. S-Corp - Profit Sharing Contribution Deadline

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

30. 401(k) Withdrawals

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

31. US Citizens Working Abroad

    By ERISA-Bubs, April 17, 2012
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • April 18, 2012

32. Went to a Corbel conference....

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

33. Definition of Compensation / Fiscal Year

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

34. Automatic Enrollment - payperiod and start of deferrals

    By John Feldt ERPA CPC QPA, August 6, 2015   

    • Automatic enrollment
    • Pay period
    • (and 2 more)

      Tagged with:

      • Automatic enrollment
      • Pay period
      • cutoff
      • new entrants
    • 9 replies
    • 2.1k views
    • 
    • PJF414
    • September 29, 2015

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

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

36. Plan merger & ADP testing

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

37. Distribution paperwork for an Estate

    By austin3515, June 9, 2017
    • 14 replies
    • 2.1k views
    • 
    • D Lewis
    • June 13, 2017

38. 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

39. Excess Employer Safe Harbor Match

    By Theresa, March 26, 2019
    • 6 replies
    • 2.1k views
    • 
    • C. B. Zeller
    • March 27, 2019

40. Employer reimbursement of investment fees.

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

41. Roth Conversion for ADP Catch-up Reclass

    By MGOAdmin, September 8, 2025
    • 4 replies
    • 2.1k views
    • 
    • FishOn
    • September 9, 2025

42. safe harbor profit sharing

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

43. Adequate Fiduciary Liability Insurance?

    By khn, April 9, 2014
    • 4 replies
    • 2.1k views
    • 
    • Peter Gulia
    • April 11, 2014

44. ADP/ACP Testing - Prior vs Current

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

45. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del, May 17, 2023
    • 4 replies
    • 2.1k views
    • 
    • Zach Del
    • May 18, 2023

46. TPA Fees to be recovered

    By Guest MEGary, January 15, 2002
    • 7 replies
    • 2.1k views
    • 
    • John A
    • January 21, 2002

47. 401(k) safe harbor with integrated discretionary contribution

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

48. suspension after after-tax wdr

    By Guest Gunner, September 19, 2002
    • 6 replies
    • 2.1k views
    • 
    • RTK
    • September 19, 2002

49. Employer contributions based on hour worked?

    By kmhaab, February 17, 2022
    • 13 replies
    • 2.1k views
    • 
    • Peter Gulia
    • February 22, 2022

50. ADP/ACP Test

    By Guest fender5150, June 5, 2007
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • June 7, 2007