401(k) Plans

19,275 topics in this forum

1. Employee thought they were participating... for 3 years

   By Basically, May 28, 2024
   • 12 replies
   • 2k views
   • 
   • CuseFan
   • May 29, 2024

2. Removal of Spousal Consent

   By Guest Julie, July 19, 2007
   • 3 replies
   • 2k views
   • 
   • austin3515
   • July 20, 2007

3. 401(k) one-time withdrawl

   By Guest mngreenfield, August 14, 2002
   • 14 replies
   • 2k views
   • 
   • joel
   • August 18, 2002

4. Restructuring a 401(k) for coverage

   By MSN, July 30, 2009
   • 6 replies
   • 2k views
   • 
   • MSN
   • August 4, 2009

5. Controlled Group Question

   By Guest Williamj1, February 4, 2014   

   • Controlled Group
   • 10 replies
   • 2k views
   • 
   • Belgarath
   • May 10, 2016

6. Turbo Tax limiting 401k contributions WHY?

   By mesiodens, October 15, 2016
   • 4 replies
   • 2k views
   • 
   • mesiodens
   • October 24, 2016

7. Correction of 1099's and 1096

   By Richard Anderson, March 24, 2000
   • 1 reply
   • 2k views
   • 
   • Guest
   • March 24, 2000

8. Enhanced Discretionary Safe harbor Match

   By SheilaD, May 5, 2011
   • 3 replies
   • 2k views
   • 
   • Tom Poje
   • May 6, 2011

9. Different rates of match conditioned upon where participant directs hi

   By Guest LMalone, February 15, 2000
   • 10 replies
   • 2k views
   • 
   • Guest
   • February 21, 2000

10. Pooled investment account (with ROTH)

    By K-t-F, December 5, 2017
    • 4 replies
    • 2k views
    • 
    • Peter Gulia
    • December 6, 2017

11. Defer from Maternity pay?

    By MSN, June 6, 2008
    • 4 replies
    • 2k views
    • 
    • Laura Harrington
    • June 9, 2008

12. Hardship withdrawals

    By Guest tom mathews, June 5, 2002
    • 2 replies
    • 2k views
    • 
    • mbozek
    • June 20, 2002

13. Asset Sale

    By Chippy, September 25, 2019
    • 21 replies
    • 2k views
    • 
    • Chippy
    • September 30, 2019

14. How does an owner who gets no paycheck make a deferral

    By CharlesLeggette, December 13, 2017   

    • deferrals
    • 12 replies
    • 2k views
    • 
    • Luke Bailey
    • December 14, 2017

15. Mid-year conversion SH Match to SH Non-elective

    By Dalai Pookah, October 10, 2022
    • 5 replies
    • 2k views
    • 
    • Nate S
    • October 12, 2022

16. S/H 401(k) Non Discrim Testing Question

    By MarZDoates, January 4, 2007
    • 6 replies
    • 2k views
    • 
    • MarZDoates
    • January 9, 2007

17. Time limit to submit deferrals and matches

    By Guest Rags, January 23, 2008
    • 4 replies
    • 2k views
    • 
    • WDIK
    • January 26, 2008

18. Are RMDs triggered once a distribution is taken?

    By asdfgdfa, August 16, 2019
    • 8 replies
    • 2k views
    • 
    • asdfgdfa
    • August 18, 2019

19. Covered Comp for 2011

    By austin3515, December 28, 2010
    • 8 replies
    • 2k views
    • 
    • Tom Poje
    • January 20, 2011

20. 401k vs government pension

    By Guest lieu910, February 13, 2006
    • 4 replies
    • 2k views
    • 
    • JanetM
    • February 13, 2006

21. Failure to Auto Enroll - QACA Plan

    By 52626, April 1, 2014
    • 5 replies
    • 2k views
    • 
    • BG5150
    • April 2, 2014

22. Hardships: safe-harbor v facts & circumstances question???

    By Guest Philip Simpkins, November 25, 1998
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • November 25, 1998

23. Super Integrated

    By Logan401, July 30, 2009
    • 6 replies
    • 2k views
    • 
    • Bird
    • August 1, 2009

24. Participant in savings plan asks for prospectus of the plan but is den

    By Guest WildWest1, November 6, 1999
    • 9 replies
    • 2k views
    • 
    • Guest
    • November 15, 1999

25. Discretionary Match - Can Allocation be discretionary as well?

    By Guest NewGuy, February 15, 2002
    • 5 replies
    • 2k views
    • 
    • MWeddell
    • February 18, 2002

26. Former 1099 Employee

    By DP, November 23, 2004
    • 2 replies
    • 2k views
    • 
    • DP
    • November 23, 2004

27. One-to-One QNEC question.

    By fiona1, December 29, 2006
    • 2 replies
    • 2k views
    • 
    • fiona1
    • December 29, 2006

28. Safe harbor 401(k) nonelective contribution

    By Guest le190, March 12, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • March 15, 1999

29. Delivery of SAR's

    By cripp12, September 21, 2006
    • 3 replies
    • 2k views
    • 
    • Bird
    • September 30, 2006

30. Pro-rate any limits for Short Plan Year?

    By Richard Anderson, March 1, 2005
    • 2 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2005

31. I'm lost

    By Guest feinstein@earthlink.net, October 27, 2007
    • 4 replies
    • 2k views
    • 
    • BG5150
    • November 2, 2007

32. Top paid group election

    By Earl, April 21, 2007
    • 1 reply
    • 2k views
    • 
    • austin3515
    • April 22, 2007

33. 401K Plan Termination

    By Guest dmorgan, December 4, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 16, 1998

34. Targeted QNEC's for 2008 Failed ADP Test

    By msmith, January 30, 2009
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • February 2, 2009

35. Seasonal Employees

    By Guest FoolsGold, November 16, 1999
    • 2 replies
    • 2k views
    • 
    • Kirk Maldonado
    • November 19, 1999

36. Safe Harbor Plan Amendment

    By roundlou, May 24, 2019   

    • 401(k)
    • safe harbor
    • 5 replies
    • 2k views
    • 
    • Luke Bailey
    • June 5, 2019

37. Variable Annuity Inside a 401K Plan

    By Guest mwalsh17, December 14, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 16, 1999

38. Employer Allocation Formula

    By Guest amm19, December 4, 2002
    • 5 replies
    • 2k views
    • 
    • austin3515
    • December 5, 2002

39. reducing involuntary cash out - pros & cons

    By Guest maac3, February 2, 2005
    • 9 replies
    • 2k views
    • 
    • Kirk Maldonado
    • February 9, 2005

40. Multiple employer plan HCE

    By Guest Ken C, July 20, 2006
    • 2 replies
    • 2k views
    • 
    • Guest
    • July 21, 2006

41. Profit Sharing Plan with NO deferral Option

    By Guest willow, May 26, 2005
    • 12 replies
    • 2k views
    • 
    • Belgarath
    • June 8, 2005

42. safe harbor plans

    By Guest Jennyb473, December 15, 2009
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • April 1, 2010

43. Self Employed (SEI) - Timing of election to defer?

    By jgb44, September 12, 2013
    • 5 replies
    • 2k views
    • 
    • Bird
    • September 13, 2013

44. Plan Assets - Sole Proprietors

    By Guest jeffline, September 1, 2004
    • 6 replies
    • 2k views
    • 
    • mbozek
    • September 1, 2004

45. Issues 2 1099-R's for same loan default in 2 different years

    By TPAVP, April 9, 2002
    • 1 reply
    • 2k views
    • 
    • Fredman
    • April 10, 2002

46. Unauthorized Withdrawal

    By Guest notapensiongeek, July 25, 2008
    • 3 replies
    • 2k views
    • 
    • J Simmons
    • July 25, 2008

47. Is this a successor plan for 401(k) safe harbor purposes?

    By M R Bernardin, May 25, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 1, 2000

48. Do we have a Multiple Employer plan?

    By Guest willoughby, May 17, 2001
    • 7 replies
    • 2k views
    • 
    • Guest
    • May 29, 2001

49. What is the statute of limitations for correcting safe harbor contributions?

    By katieinny, July 21, 2010
    • 4 replies
    • 2k views
    • 
    • katieinny
    • July 23, 2010

50. 415(c)(3) definition of compensation

    By Guest justbe, February 24, 2005
    • 1 reply
    • 2k views
    • 
    • Alf
    • February 24, 2005