401(k) Plans

19,275 topics in this forum

1. Safe Harbor Top Heavy Test

   By Brenda Wren, August 29, 2002
   • 7 replies
   • 1.9k views
   • 
   • Mike Preston
   • August 30, 2002

2. Controlled Group - Spouse Attribution

   By ERISA13, October 21, 2014
   • 3 replies
   • 1.9k views
   • 
   • Calavera
   • October 23, 2014

3. Return Hardship Withdrawal

   By Guest Kemily, June 5, 2003
   • 3 replies
   • 1.9k views
   • 
   • mbozek
   • June 6, 2003

4. Using catch-up in ADP testing of terminated HCE?

   By Flyboyjohn, June 9, 2015
   • 15 replies
   • 1.9k views
   • 
   • Mike Preston
   • June 10, 2015

5. Non Title 1 Plans

   By Guest smac, December 13, 2006
   • 2 replies
   • 1.9k views
   • 
   • Belgarath
   • December 14, 2006

6. Loans to key employees in top heavy plans?

   By Guest Michael Anderson, February 12, 2002
   • 1 reply
   • 1.9k views
   • 
   • Belgarath
   • February 12, 2002

7. Alternative DC and Plan Acquisition

   By Guest Pippy, August 21, 2013   

   • Plan Termination
   • Acquisition
   • 3 replies
   • 1.9k views
   • 
   • jpod
   • August 21, 2013

8. plan amendment

   By Guest lindamichals, September 10, 2004
   • 6 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • September 13, 2004

9. 20% Withholding not paid until following plan year

   By SSRRS, March 23, 2021
   • 11 replies
   • 1.9k views
   • 
   • thepensionmaven
   • March 24, 2021

10. Early Entry Deferrals/1 yr wait for match

    By Guest Effie Clark, February 28, 2000
    • 5 replies
    • 1.9k views
    • 
    • K2retire
    • March 16, 2017

11. 402(g) excess included in 415?

    By BG5150, January 29, 2019
    • 4 replies
    • 1.9k views
    • 
    • duckthing
    • February 1, 2019

12. Top Heavy Minimums in Safe Harbor Match Plan with a DB

    By drakecohen, January 30, 2014   

    • defined
    • benefit
    • (and 5 more)

      Tagged with:

      • defined
      • benefit
      • top
      • heavy
      • safe
      • harbor
      • match
    • 2 replies
    • 1.9k views
    • 
    • K2retire
    • January 31, 2014

13. New QACA - Effect of Rehires upon Automatic Contribution Increases and Permissible Withdrawals

    By rocknrolls2, November 9, 2007
    • 0 replies
    • 1.9k views
    • 
    • rocknrolls2
    • November 9, 2007

14. Employer Matching Contribution for 401K

    By Guest Beth2009, August 18, 2009
    • 6 replies
    • 1.9k views
    • 
    • BG5150
    • August 19, 2009

15. ADP Refund Made Timely but changed after the deadline...

    By MelissaYancy, September 10, 2014   

    • ADP Refunds
    • 5330
    • 3 replies
    • 1.9k views
    • 
    • MelissaYancy
    • September 11, 2014

16. merger of MPP and 401(k) plans

    By Guest bill welsted, August 29, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • August 29, 2001

17. Plan Aggregation

    By Guest jim williams, February 23, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 10, 2006

18. Loans and fees

    By Guest CAM223, March 30, 2004
    • 6 replies
    • 1.9k views
    • 
    • maverick
    • April 7, 2004

19. Excess Contributions Refunds

    By Guest Peter Riggins, June 17, 2002
    • 2 replies
    • 1.9k views
    • 
    • pjkoehler
    • June 17, 2002

20. Loan payment suspended for a year

    By austin3515, July 1, 2015
    • 2 replies
    • 1.9k views
    • 
    • austin3515
    • July 2, 2015

21. De Minimus Accrued Compensation

    By Guest JEP, February 15, 2002
    • 2 replies
    • 1.9k views
    • 
    • actuarysmith
    • February 16, 2002

22. Correction of failed ADP test

    By SMB, June 20, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 20, 2001

23. Broker - Dealers

    By Guest scuba80, July 1, 2014
    • 4 replies
    • 1.9k views
    • 
    • Bill Presson
    • July 1, 2014

24. PEO plan for NHCE, not for HCE/Owners

    By justanotheradmin, August 26
    • 2 replies
    • 1.9k views
    • 
    • justanotheradmin
    • August 26

25. Rehire after break in service

    By Guest Peggy806, January 11, 2011
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • January 11, 2011

26. SH Plan -- Mid-Year Amendment to Compensation Definition

    By davef, February 11, 2010
    • 3 replies
    • 1.9k views
    • 
    • austin3515
    • February 12, 2010

27. hardship withdrawals and catch-ups

    By LIBERTYKID, May 30, 2002
    • 2 replies
    • 1.9k views
    • 
    • Brian Gallagher
    • May 31, 2002

28. HCE Deferral Changes to Pass ADP

    By Guest Juice, September 9, 1999
    • 2 replies
    • 1.9k views
    • 
    • Wessex
    • September 9, 1999

29. Top Heavy & HCE

    By Guest jkrad, March 16, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 21, 2005

30. top heavy - key employee definition

    By k man, March 30, 2004
    • 1 reply
    • 1.9k views
    • 
    • k man
    • March 30, 2004

31. Allocating/testing on Partial Compensation

    By abanky, June 18, 2015
    • 12 replies
    • 1.9k views
    • 
    • Mike Preston
    • June 26, 2015

32. HCE determination - stupid question

    By MarZDoates, February 3, 2006
    • 7 replies
    • 1.9k views
    • 
    • MarZDoates
    • February 7, 2006

33. Contributions 2 employers 401k plans and Keogh

    By Guest Christine Walker, February 17, 2000
    • 2 replies
    • 1.9k views
    • 
    • imchipbrown
    • February 18, 2000

34. De Facto Terminations

    By Guest Laura Millwood, July 10, 1999
    • 2 replies
    • 1.9k views
    • 
    • KJohnson
    • July 13, 1999

35. In a safe-harbor plan, do you even need to get compensation?

    By Guest bonzo, October 21, 2003
    • 13 replies
    • 1.9k views
    • 
    • Brenda Wren
    • October 23, 2003

36. Employer contribution for surrender charges

    By Guest Daniel Fisher, March 14, 2000
    • 2 replies
    • 1.9k views
    • 
    • Alf
    • March 15, 2000

37. Employer terminating profit sharing plan. Adopting Safe Harbor 401(k)

    By MarZDoates, December 22, 2003
    • 9 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 23, 2003

38. Safe Harbor - revised for previous year

    By Guest jimmybeau, December 22, 2008
    • 12 replies
    • 1.9k views
    • 
    • Kevin C
    • December 31, 2008

39. HCEs excluded from Profit Sharing Contribution

    By MarZDoates, September 24, 2013
    • 1 reply
    • 1.9k views
    • 
    • Lou S.
    • September 24, 2013

40. Last Day Clause

    By Guest Sara H, December 16, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 17, 1998

41. Class exclusions permitted in Safe Harbor 401(k) Plan?

    By AndyH, January 26, 2000
    • 0 replies
    • 1.9k views
    • 
    • AndyH
    • January 26, 2000

42. Eligibility - Ft William Document

    By coleboy, May 31, 2018
    • 8 replies
    • 1.9k views
    • 
    • Doc Ument
    • June 4, 2018

43. Missed RMDs for numerous years

    By cpc0506, November 5, 2012
    • 6 replies
    • 1.9k views
    • 
    • jpod
    • April 26, 2013

44. Elimination of Optional Form of Benefit

    By Guest SFH, February 17, 2010
    • 1 reply
    • 1.9k views
    • 
    • Logan401
    • February 25, 2010

45. Trailing earnings and ADP/ACP tests

    By Guest Quacka, March 20, 2010
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • March 22, 2010

46. 402(g) failure

    By k man, September 12, 2003
    • 1 reply
    • 1.9k views
    • 
    • R. Butler
    • September 12, 2003

47. safe harbor match with top heavy plan

    By MR, September 12, 2002
    • 7 replies
    • 1.9k views
    • 
    • R. Butler
    • September 19, 2002

48. Excess aggregate refund...

    By jaemmons, June 24, 2002
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • June 28, 2002

49. EGTRRA conformity

    By Guest laurad, April 25, 2002
    • 6 replies
    • 1.9k views
    • 
    • pjkoehler
    • May 9, 2002

50. Amending a PS plan to add a Safe Harbor 401(k) provision

    By katieinny, October 11, 2007
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • October 12, 2007