401(k) Plans

19,275 topics in this forum

1. hardship withdrawal for inmate

   By Guest cc1898, July 14, 2006
   • 5 replies
   • 2.6k views
   • 
   • Guest
   • July 14, 2006

2. Disregarded LLC?

   By Guest bouncingsoul, April 11, 2007
   • 5 replies
   • 4.4k views
   • 
   • AndyT
   • December 19, 2007

3. 401(k) Disclosure

   By Guest Jack19, July 11, 2008
   • 5 replies
   • 1.4k views
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   • JanetM
   • July 15, 2008

4. Testing Prevailing Wage and PS together

   By justanotheradmin, October 15, 2018
   • 5 replies
   • 1.4k views
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   • BG5150
   • October 17, 2018

5. New Plan, definition of comp <> comp used => correction

   By TPApril, August 13, 2021
   • 5 replies
   • 1.1k views
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   • Patricia Neal Jensen
   • August 16, 2021

6. Opening a solo 401k after dissolving partnership

   By Guest slander1709, January 10, 2005
   • 5 replies
   • 1.7k views
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   • Guest
   • January 12, 2005

7. Bottoms Up QNEC

   By Jilliandiz, December 19, 2005
   • 5 replies
   • 1.9k views
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   • Archimage
   • December 19, 2005

8. Imputed Income from Domestic Partner Benefits

   By Christine Roberts, February 26, 2010
   • 5 replies
   • 6.4k views
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   • K2retire
   • October 12, 2015

9. Amending profit-sharing component

   By Guest JPIngold, October 8, 2014
   • 5 replies
   • 2.4k views
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   • Guest
   • October 9, 2014

10. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen, February 12, 2024
    • 5 replies
    • 2.6k views
    • 
    • Peter Gulia
    • February 12, 2024

11. Can a Key/HCE receive a reduced Safe Harbor Match?

    By Guest PensionPrincess, September 8, 2009
    • 5 replies
    • 1.2k views
    • 
    • rcline46
    • September 10, 2009

12. Imputed disparity with a SHMAC?

    By Jim Chad, December 12, 2013
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 19, 2013

13. Delinquent Contributions caused by payroll company

    By TPApril, December 5, 2024
    • 5 replies
    • 1.2k views
    • 
    • ERISALawyr
    • December 10, 2024

14. Catch-up contribution and 415 limit

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

15. Late-year amendment to add 401(k) a BRF problem?

    By Guest Hilarion, December 22, 2003
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • December 23, 2003

16. switching employees between common ownership plans

    By Guest lindamichals, February 16, 2005
    • 5 replies
    • 1.5k views
    • 
    • RCK
    • February 17, 2005

17. Failed ADP and Match Calculation

    By Dazednconfused, January 5, 2011
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • January 18, 2011

18. Can the 401(k) hardship safe harbors and facts-and-circumstances tests

    By John A, December 10, 1999
    • 5 replies
    • 2.5k views
    • 
    • KJohnson
    • June 1, 2001

19. How do we correct profit sharing contributions that were calculated and deposited incorrectly?

    By Guest tigbenefits, August 13, 2005
    • 5 replies
    • 1.7k views
    • 
    • Appleby
    • August 14, 2005

20. Roth deferrals

    By doombuggy, December 31, 2009
    • 5 replies
    • 1.6k views
    • 
    • K2retire
    • January 9, 2010

21. Plan Termination

    By austin3515, October 7, 2011
    • 5 replies
    • 1.3k views
    • 
    • 12AX7
    • October 8, 2011

22. Real Estate as Investment

    By Stash026, March 25, 2014
    • 5 replies
    • 1.7k views
    • 
    • 401K_AZ
    • April 4, 2014

23. Initial year Form 5500 Audit Report Attaching it to the next Form 5500

    By AdKu, October 14, 2016   

    • Initial year Form 5500 Audit
    • 5 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • October 15, 2016

24. Shout out to my TPA Peeps on 1099-Rs

    By austin3515, February 13, 2024
    • 5 replies
    • 596 views
    • 
    • austin3515
    • February 13, 2024

25. Plan has last day entry

    By CLE401kGuy, July 1, 2014
    • 5 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • July 3, 2014

26. Profit Sharing Calculation and Compensation

    By Mr Bagwell, July 6, 2017   

    • profit sharing
    • compensation
    • 5 replies
    • 2.1k views
    • 
    • thepensionmaven
    • July 14, 2017

27. Plan Terminated - Residual Dividends in Following Year - 5500 Required?

    By 401(k)athryn, March 28, 2019
    • 5 replies
    • 3.2k views
    • 
    • chc93
    • March 29, 2019

28. Can you have 2 profit sharing plans under 1 employer, both of which co

    By MWeddell, December 10, 1999
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • December 10, 1999

29. Break in Service Vesting

    By Guest ghenson08, July 25, 2013
    • 5 replies
    • 2.4k views
    • 
    • masteff
    • July 26, 2013

30. 8955-SSA and 'gap year' for RMD

    By AlbanyConsultant, April 9, 2021
    • 5 replies
    • 757 views
    • 
    • AlbanyConsultant
    • April 9, 2021

31. Control Group Compliance Issue

    By Chipwood 24, June 28, 2022
    • 5 replies
    • 538 views
    • 
    • Barry Levy
    • June 29, 2022

32. Early Eligibility for Full-Time, 1 Year for Part-time

    By rocknrolls2, August 26, 1999
    • 5 replies
    • 2k views
    • 
    • rocknrolls2
    • August 27, 1999

33. Amending the Adoption Agreement

    By Guest kdarby, September 14, 2006
    • 5 replies
    • 3.2k views
    • 
    • Just Me
    • September 15, 2006

34. QSLOB and service between employers

    By BW, December 4, 2014
    • 5 replies
    • 1.5k views
    • 
    • ESOP Guy
    • December 5, 2014

35. Vesting Service Question

    By LostInPension, January 4, 2021
    • 5 replies
    • 646 views
    • 
    • Luke Bailey
    • January 7, 2021

36. dentist with a SIMPLE401 is now drawing income from a management company...

    By Lori H, April 9, 2004
    • 5 replies
    • 1.2k views
    • 
    • Lori H
    • April 13, 2004

37. Search For New 401(k) Provider

    By Guest DBS1, October 29, 2008
    • 5 replies
    • 1.4k views
    • 
    • Kevin C
    • October 29, 2008

38. Discontinued Contributions

    By John Feldt ERPA CPC QPA, March 24, 2009
    • 5 replies
    • 1.9k views
    • 
    • Kevin C
    • February 5, 2010

39. Investment Advice for Free 55 and older - discriminatory?

    By Benefits to all, April 30, 2013
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • May 1, 2013

40. contributing stock to 401(k)

    By R. Butler, August 29, 2018
    • 5 replies
    • 921 views
    • 
    • mming
    • August 30, 2018

41. 5 partners in LLC

    By thepensionmaven, March 13, 2023
    • 5 replies
    • 828 views
    • 
    • Paul I
    • March 15, 2023

42. Employer wants eligibility as soon as possible (immediate) after Emplo

    By jkharvey, January 2, 2001
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • January 2, 2001

43. disclosure of information

    By Guest wolf, November 13, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • November 15, 2001

44. Beneficiary dies - Does beneficiary's spouse receive death benefit?

    By Guest CHRISTA, February 4, 2002
    • 5 replies
    • 2.6k views
    • 
    • mbozek
    • February 6, 2002

45. Advisor Access to Participant Transactions

    By LawnBoy, January 4, 2021
    • 5 replies
    • 685 views
    • 
    • Luke Bailey
    • January 6, 2021

46. Hardship withdrawal 401k plan

    By 30Rock, June 3, 2024
    • 5 replies
    • 1.2k views
    • 
    • 30Rock
    • June 5, 2024

47. Lost Participants

    By Guest Thornton, October 4, 2001
    • 5 replies
    • 1.9k views
    • 
    • Earl
    • October 14, 2001

48. Eligibility & entry date

    By pmacduff, January 31, 2005
    • 5 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • January 31, 2005

49. Auto Enrollment - Failure to auto enroll

    By 52626, May 16, 2014
    • 5 replies
    • 2k views
    • 
    • GMK
    • May 21, 2014

50. Roth contributions made to plan from employee bank account

    By Pixie, August 14, 2023
    • 5 replies
    • 1.4k views
    • 
    • SwimmingInBowelsOfERISA
    • August 14, 2023