401(k) Plans

19,320 topics in this forum

1. USERRA

   By Nassau, October 31, 2012
   • 3 replies
   • 2.1k views
   • 
   • GMK
   • October 31, 2012

2. New Plan Salary Deferral Timeline

   By AdKu, December 10, 2015   

   • New Plan Salary Deferral Time
   • 13 replies
   • 2.1k views
   • 
   • AdKu
   • December 15, 2015

3. Incorrect 1099-R?

   By Guest crazyadmin, January 31, 2004
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • February 3, 2004

4. Minimum payroll for a loan deduction

   By 30Rock, October 3, 2014
   • 9 replies
   • 2.1k views
   • 
   • MoJo
   • October 7, 2014

5. Auto Enrollment - Failure to auto enroll

   By 52626, May 16, 2014
   • 5 replies
   • 2.1k views
   • 
   • GMK
   • May 21, 2014

6. 401k Partial Plan Year Termination

   By Guest Julia Slee, May 1, 2002
   • 1 reply
   • 2.1k views
   • 
   • KateSmithPA
   • May 1, 2002

7. 401k invest in LLC

   By Guest ladycpa2, November 20, 2007
   • 6 replies
   • 2.1k views
   • 
   • Guest
   • November 21, 2007

8. Hardships

   By Jilliandiz, October 19, 2005
   • 6 replies
   • 2.1k views
   • 
   • Guest
   • October 19, 2005

9. Correction of 1099's and 1096

   By Richard Anderson, March 24, 2000
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • March 24, 2000

10. Document Question

    By Guest MCarey1, July 16, 2004
    • 5 replies
    • 2.1k views
    • 
    • g8r
    • July 20, 2004

11. Mid-year termination of 3% safe harbor

    By Guest Darrell, October 11, 2002
    • 3 replies
    • 2.1k views
    • 
    • IRC401
    • October 24, 2002

12. Forfeitures to reduce er contributions - QNECS and S/H NECs

    By MarZDoates, November 12, 2010
    • 4 replies
    • 2.1k views
    • 
    • MarZDoates
    • November 17, 2010

13. using integrated formula instead of cross testing

    By Pixie, July 28, 2017   

    • cross testing
    • new comparability
    • 6 replies
    • 2.1k views
    • 
    • CuseFan
    • July 31, 2017

14. Delivery of SAR's

    By cripp12, September 21, 2006
    • 3 replies
    • 2.1k views
    • 
    • Bird
    • September 30, 2006

15. Wrap-around Arrangement

    By Guest koolkid, February 18, 2003
    • 7 replies
    • 2.1k views
    • 
    • david rigby
    • February 18, 2003

16. Lost Participant-No longer in the country

    By Guest knightkj, August 16, 2002
    • 10 replies
    • 2.1k views
    • 
    • david rigby
    • August 23, 2002

17. Orphan Plan?

    By Guest trying2understand, May 9, 2007
    • 4 replies
    • 2.1k views
    • 
    • J Simmons
    • May 10, 2007

18. Employer contributions based on hour worked?

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

19. Fiduciary Liability question

    By FJR, February 5, 2002
    • 4 replies
    • 2.1k views
    • 
    • Erik Read
    • February 7, 2002

20. 414s Comp and ADP/ACP Tests

    By zimbo, March 9, 2009
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • March 12, 2009

21. SHNEC and Compensation

    By coleboy, January 17, 2018
    • 1 reply
    • 2.1k views
    • 
    • Mr Bagwell
    • January 17, 2018

22. Seasonal Employees

    By Guest FoolsGold, November 16, 1999
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • November 19, 1999

23. Does Safe Harbor contribution obligation cease on Plan Termination?

    By Guest Dave Danziger, March 17, 2003
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • March 17, 2003

24. late deposits and form 5330

    By eilano, February 26, 2003
    • 1 reply
    • 2.1k views
    • 
    • austin3515
    • February 27, 2003

25. Hardship withdrawals under EGTERRA

    By Guest Asvedlow, December 6, 2001
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • December 7, 2001

26. removal of excess annual additions

    By Brian Gallagher, October 30, 2002
    • 5 replies
    • 2.1k views
    • 
    • Brian Gallagher
    • October 31, 2002

27. Post Severance comp for Allocations

    By austin3515, January 25, 2016
    • 1 reply
    • 2.1k views
    • 
    • austin3515
    • January 25, 2016

28. EGTRRA Deadline for New Plan?

    By Scott, May 23, 2003
    • 11 replies
    • 2.1k views
    • 
    • g8r
    • May 28, 2003

29. Timing of deposits

    By 52626, September 21, 2023
    • 4 replies
    • 2.1k views
    • 
    • Gilmore
    • September 25, 2023

30. 401(k) Default Funds

    By Guest stevena1, February 6, 2009
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • February 11, 2009

31. 401k Discrimination test refunds

    By legort69, February 15, 2006
    • 2 replies
    • 2.1k views
    • 
    • Beltane
    • February 15, 2006

32. Safe Harbor New Comparability Plan

    By MBCarey, February 1, 2006
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • February 1, 2006

33. Solo 401k established, but not funded

    By Spencer, May 12, 2021   

    • solo 401k
    • missed deferral opportunity
    • 21 replies
    • 2.1k views
    • 
    • BG5150
    • May 19, 2021

34. Union Employees and Top Heavy Plans

    By Guest Steve McD, February 15, 2002
    • 3 replies
    • 2.1k views
    • 
    • KJohnson
    • February 15, 2002

35. adp test, new plan spin-off

    By Guest carsonv, August 21, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • August 26, 2003

36. Controlled Group Question

    By Guest Williamj1, February 4, 2014   

    • Controlled Group
    • 10 replies
    • 2.1k views
    • 
    • Belgarath
    • May 10, 2016

37. Failed ADP Test Without Correction

    By metsfan026, September 24, 2022
    • 8 replies
    • 2.1k views
    • 
    • Nate S
    • September 27, 2022

38. LLC Earned Income

    By Guest Pat Metallic, March 13, 2002
    • 1 reply
    • 2.1k views
    • 
    • Medusa
    • March 13, 2002

39. funding 401k before paydate

    By Guest lindamichals, March 9, 2006
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • March 10, 2006

40. One-to-One QNEC question.

    By fiona1, December 29, 2006
    • 2 replies
    • 2.1k views
    • 
    • fiona1
    • December 29, 2006

41. 401(k) Portion of PSP Plan Need Own Tax ID No.?

    By chris, April 18, 2001
    • 4 replies
    • 2.1k views
    • 
    • actuarysmith
    • April 18, 2001

42. Removal of Spousal Consent

    By Guest Julie, July 19, 2007
    • 3 replies
    • 2.1k views
    • 
    • austin3515
    • July 20, 2007

43. Emailing new SPD

    By austin3515, April 16, 2013
    • 19 replies
    • 2.1k views
    • 
    • austin3515
    • April 25, 2013

44. Applying 415 limit to a Profit Sharing contribution in a 401(k) plan -

    By John A, October 6, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • October 6, 2000

45. SSA Letter -Participants wants $$$

    By PFranckowiak, August 14, 2009
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • August 15, 2009

46. Deferral % exceeds max in plan doc

    By Guest pinsall, June 22, 2000
    • 6 replies
    • 2.1k views
    • 
    • Alf
    • July 12, 2000

47. Former 1099 Employee

    By DP, November 23, 2004
    • 2 replies
    • 2.1k views
    • 
    • DP
    • November 23, 2004

48. PEO's and multiple employer issues

    By Guest robin s vatalaro, October 22, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • October 23, 1998

49. Failure to Auto Enroll - QACA Plan

    By 52626, April 1, 2014
    • 5 replies
    • 2.1k views
    • 
    • BG5150
    • April 2, 2014

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

    By Guest NewGuy, February 15, 2002
    • 5 replies
    • 2.1k views
    • 
    • MWeddell
    • February 18, 2002