401(k) Plans

19,321 topics in this forum

1. Corrective Procedures for Late deposit of Deferrals

   By Guest ScottB, March 25, 2003
   • 10 replies
   • 2.3k views
   • 
   • Guest
   • March 27, 2003

2. Corrective process for IRA after-tax basis rolled into 401k?

   By jimjo, April 18, 2017
   • 2 replies
   • 642 views
   • 
   • hr for me
   • April 24, 2017

3. corrective QNEC and 402(g) limit

   By Guest anne1, November 16, 2006
   • 2 replies
   • 3.2k views
   • 
   • BG5150
   • November 17, 2006

4. Corrective QNEC's for Top Heavy Safe Harbor Plans

   By Leopurrd-401k, August 3, 2023
   • 4 replies
   • 776 views
   • 
   • Paul I
   • August 3, 2023

5. Corrective QNECs and ADP test

   By Guest ghutson, March 8, 2007
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • March 8, 2007

6. Corrective QNECs for Missed Deferrals

   By Guest awnodn, December 6, 2007
   • 0 replies
   • 977 views
   • 
   • Guest
   • December 6, 2007

7. Corrective QNECs from Suspense/Unallocated Account

   By LANDO, January 2, 2018   

   • 401(k)
   • qnec
   • (and 3 more)

     Tagged with:

     • 401(k)
     • qnec
     • suspense account
     • unallocated account
     • corrective contributions
   • 1 reply
   • 1.1k views
   • 
   • C. B. Zeller
   • January 3, 2018

8. cost basis

   By Guest cgodfrey12, July 30, 2004
   • 3 replies
   • 1.9k views
   • 
   • Mary Kay Foss
   • August 7, 2004

9. Cost Basis - Stock - Unitized Fund

   By CO Bank, October 5, 2006
   • 0 replies
   • 2.6k views
   • 
   • CO Bank
   • October 5, 2006

10. Cost of Full Scope Audit?

    By SFSD, May 26, 2010
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • May 26, 2010

11. Cost of late contribs--paid from plan?

    By BG5150, June 26, 2023
    • 8 replies
    • 934 views
    • 
    • Peter Gulia
    • June 26, 2023

12. Cost of Living Adjustments for 2001

    By Guest Laura, October 18, 2000
    • 8 replies
    • 3k views
    • 
    • Guest
    • December 11, 2000

13. Could a worker do SEPP under IRC 72(t) on a prior employer's 401(k) while continuing to keep his current 401(k) and 403(b)?

    By Guest JurisPrude, February 17, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 17, 2005

14. Count $0 comp EE's

    By Guest swiantj, August 9, 2001
    • 8 replies
    • 1.8k views
    • 
    • GBurns
    • August 10, 2001

15. Count comp from real estate holding company?

    By Jim Chad, October 30, 2013
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 31, 2013

16. counted for ADP test or not

    By thepensionmaven, February 8, 2016
    • 2 replies
    • 673 views
    • 
    • Tom Poje
    • February 9, 2016

17. counterproductive

    By thepensionmaven, April 9, 2020
    • 10 replies
    • 882 views
    • 
    • ratherbereading
    • April 9, 2020

18. Counting "treasury stock" re: HCE determination

    By AlbanyConsultant, July 27, 2016
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • July 27, 2016

19. Counting deferrals under the leasing company's plan (for staffers) as

    By nancy, November 29, 1999
    • 0 replies
    • 1.4k views
    • 
    • nancy
    • November 29, 1999

20. Counting Hours - payroll vs w-2/ vacation payoff

    By TPApril, June 9, 2022
    • 4 replies
    • 1.2k views
    • 
    • Dare Johnson
    • June 10, 2022

21. Counting of Hours for DC Plan

    By metsfan026, June 19, 2025
    • 3 replies
    • 939 views
    • 
    • Bri
    • June 20, 2025

22. counting service before plan for eligibility

    By Earl, December 24, 2002
    • 15 replies
    • 4k views
    • 
    • KJohnson
    • December 31, 2002

23. Coupon loans? Why a bad idea?

    By BG5150, November 21, 2019
    • 3 replies
    • 1.1k views
    • 
    • Larry Starr
    • November 21, 2019

24. Court order to stop and refund loan repayments

    By Guest koolkid, February 24, 2003
    • 3 replies
    • 1.1k views
    • 
    • mbozek
    • February 24, 2003

25. Cover call writing in qualified plan?

    By Spencer, December 17, 1999
    • 2 replies
    • 2.3k views
    • 
    • Scuba 401
    • December 17, 1999

26. coverage

    By Gary, March 15, 2012
    • 2 replies
    • 953 views
    • 
    • chc93
    • March 15, 2012

27. Coverage

    By austin3515, December 17, 2002
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • December 17, 2002

28. Coverage - Employer Contributions

    By Guest SWadd, August 30, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 30, 2010

29. Coverage - No compensation - Military leave

    By fiona1, September 13, 2007
    • 0 replies
    • 1.1k views
    • 
    • fiona1
    • September 13, 2007

30. Coverage / Qtrly Discretionary Match

    By austin3515, February 23, 2017
    • 9 replies
    • 937 views
    • 
    • RatherBeGolfing
    • February 24, 2017

31. Coverage & Participation Fails

    By Gadgetfreak, September 16, 2009
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • September 17, 2009

32. Coverage and a SH Match Plan

    By justatester, September 23, 2024
    • 0 replies
    • 255 views
    • 
    • justatester
    • September 23, 2024

33. Coverage and BRF

    By justatester, March 31, 2010
    • 1 reply
    • 927 views
    • 
    • Mike Preston
    • March 31, 2010

34. Coverage and BRF Testing

    By justatester, July 14, 2009
    • 4 replies
    • 1.6k views
    • 
    • justatester
    • July 16, 2009

35. Coverage and Nondiscrimination Testing

    By ERISA25, October 9, 2013
    • 9 replies
    • 2.6k views
    • 
    • ETA Consulting LLC
    • October 12, 2013

36. Coverage and Rate Group Testing

    By justatester, October 18, 2024
    • 1 reply
    • 435 views
    • 
    • John Feldt ERPA CPC QPA
    • October 20, 2024

37. Coverage and Safe Harbor Match

    By DocumentDiva, January 23, 2024
    • 3 replies
    • 646 views
    • 
    • DocumentDiva
    • January 23, 2024

38. Coverage and Testing Issues

    By Guest smac, August 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • August 14, 2006

39. coverage and two plans

    By Guest cxs, October 19, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 19, 2006

40. Coverage change and adp testing

    By Guest cosmo1215, November 19, 2004
    • 0 replies
    • 951 views
    • 
    • Guest
    • November 19, 2004

41. Coverage Fail-Safe for Excluded Interns

    By Plan Doc, June 13, 2023
    • 4 replies
    • 745 views
    • 
    • Plan Doc
    • June 15, 2023

42. Coverage failure

    By Guest Bearlee, March 10, 2009
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 10, 2009

43. Coverage Failure

    By justatester, April 1, 2009
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • April 3, 2009

44. COVERAGE FAILURE

    By Guest moltengater, February 5, 2006
    • 4 replies
    • 1.6k views
    • 
    • ak2ary
    • February 9, 2006

45. Coverage Failure

    By jpod, March 22, 2016
    • 14 replies
    • 3.2k views
    • 
    • jpod
    • March 29, 2016

46. Coverage Failure - 401k

    By Guest RS182, July 6, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 6, 2009

47. Coverage Failure, no correction action needed?

    By John Feldt ERPA CPC QPA, March 12, 2018   

    • 410(b)
    • qnec
    • (and 2 more)

      Tagged with:

      • 410(b)
      • qnec
      • coverage
      • 0% nhce deferral
    • 7 replies
    • 3k views
    • 
    • Kevin C
    • March 15, 2018

48. Coverage for 401(k)--controlled group

    By BG5150, February 21, 2019
    • 9 replies
    • 1.4k views
    • 
    • Roycal
    • February 22, 2019

49. Coverage for controlled group with separeate plans

    By MR, April 30, 2001
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • May 2, 2001

50. coverage for employer contributions not made

    By Guest ERIC STRAND, April 22, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 23, 2002