401(k) Plans

19,321 topics in this forum

1. Recongizing Past Service Discriminatory?

   By austin3515, April 21, 2011
   • 5 replies
   • 1.1k views
   • 
   • QNPG
   • April 25, 2011

2. 414(s) Compensation Exclusion for "Fringe Benefits"

   By JRN, July 26, 2024
   • 5 replies
   • 2.7k views
   • 
   • G8Rs
   • July 30, 2024

3. 401K rollover question - non-taxable amounts

   By Jason1975, February 12, 2020
   • 5 replies
   • 1.6k views
   • 
   • Jason1975
   • February 13, 2020

4. 401k Plan information

   By Guest randycsa, November 27, 2002
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • December 7, 2002

5. From which source in a 401(k) can insurance premiums be paid from?

   By mming, October 21, 2003
   • 5 replies
   • 2.1k views
   • 
   • Belgarath
   • October 23, 2003

6. Auto Enrollment

   By Guest padmin, September 8, 2006
   • 5 replies
   • 1.7k views
   • 
   • BG5150
   • September 14, 2006

7. ACP Refunds vs. Match Forfeitures

   By zimbo, March 14, 2007
   • 5 replies
   • 6.1k views
   • 
   • Tom Poje
   • March 14, 2007

8. Top Heavy requirement for deferral only 401k

   By dmb, December 2, 2010
   • 5 replies
   • 2.5k views
   • 
   • dmb
   • December 3, 2010

9. money purchase plan (401k) for foreigner

   By Guest pinocchio, November 8, 2001
   • 5 replies
   • 2.3k views
   • 
   • Guest
   • November 12, 2001

10. Safe Harbor Match Calculation

    By 52626, April 23, 2013
    • 5 replies
    • 3.4k views
    • 
    • K2retire
    • April 25, 2013

11. Amending Safe Harbor Plans

    By MGOAdmin, January 28, 2014   

    • Amend
    • Safe Harbor
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • January 29, 2014

12. Life Insurance Salesman as Statutory Employee

    By TPA Bob, January 23, 2017
    • 5 replies
    • 1.2k views
    • 
    • TPA Bob
    • January 24, 2017

13. Partial Termination and Plan Merger

    By CMC, February 8, 2021
    • 5 replies
    • 1.3k views
    • 
    • EBECatty
    • February 9, 2021

14. penalty for catch-up

    By Guest JBeck, February 20, 2004
    • 5 replies
    • 1.3k views
    • 
    • FundeK
    • February 20, 2004

15. Contribution for Former Employees

    By Guest t936, August 9, 2005
    • 5 replies
    • 1.5k views
    • 
    • Locust
    • August 16, 2005

16. Distribution at Termination?

    By Guest M.A., July 10, 2006
    • 5 replies
    • 2.1k views
    • 
    • Nate X
    • July 11, 2006

17. ADP failure for 2006

    By fiona1, September 30, 2008
    • 5 replies
    • 1.6k views
    • 
    • Leopurrd
    • September 30, 2008

18. FIN for a sole proprietorship

    By KevinMc, November 20, 2014
    • 5 replies
    • 1.6k views
    • 
    • movedon
    • November 20, 2014

19. Auto-enrollment correction Rev. Proc. 2015-28

    By Zorro1k, September 3, 2015   

    • 2015-28
    • Auto-enroll
    • (and 1 more)

      Tagged with:

      • 2015-28
      • Auto-enroll
      • correction
    • 5 replies
    • 2k views
    • 
    • Mike Preston
    • September 4, 2015

20. SH NEC contributions to PS plan

    By Cynchbeast, September 8, 2019
    • 5 replies
    • 840 views
    • 
    • imchipbrown
    • September 9, 2019

21. Safe Harbor- Top Heavy

    By Guest Gordy, February 16, 2002
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • February 18, 2002

22. Participant Request to Add Asset Class

    By khn, March 20, 2019
    • 5 replies
    • 759 views
    • 
    • Cardscrazy
    • March 21, 2019

23. New Comp formula requirements in plan documents.

    By Purplemandinga, October 23, 2020
    • 5 replies
    • 842 views
    • 
    • CuseFan
    • October 23, 2020

24. Covered Comp Tables

    By austin3515, February 1, 2022
    • 5 replies
    • 724 views
    • 
    • Bri
    • February 1, 2022

25. Partnership Contribution Deductions

    By Guest SHP, April 9, 2001
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • April 12, 2001

26. Adding DB to 401(K)

    By pbarrett, July 30, 2003
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • August 28, 2003

27. In-Service Withdrawal after attainment of NRA

    By Pixie, December 4, 2007
    • 5 replies
    • 2.5k views
    • 
    • Kimberly S
    • December 10, 2007

28. EE expected to work greater than 20 hrs/wk but does not

    By blue, March 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • Jim Chad
    • March 20, 2009

29. ACP refund not made

    By R. Butler, December 2, 2010
    • 5 replies
    • 1.4k views
    • 
    • R. Butler
    • December 7, 2010

30. Safe Harbor and Top Heavy Contributions

    By AJ North, March 25, 2011
    • 5 replies
    • 3.1k views
    • 
    • Tom Poje
    • March 29, 2011

31. IRS website Help please

    By Jim Chad, September 28, 2012
    • 5 replies
    • 1k views
    • 
    • Belgarath
    • October 1, 2012

32. IRS Matching 1120's and 5500's

    By austin3515, March 18, 2014
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • March 18, 2014

33. Depositing Lost Earnings

    By Planadmin456, September 3, 2015
    • 5 replies
    • 1.9k views
    • 
    • K2retire
    • September 9, 2015

34. Business Moves to Puerto Rico

    By justanotheradmin, February 12, 2020
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • February 24, 2020

35. Notice before mandatory distribution/payoff for 401k loan

    By Guest Janice J, April 9, 2001
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • April 9, 2001

36. Single Person 401k and Compensation Definition

    By Guest amm19, October 22, 2002
    • 5 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • November 1, 2002

37. Gateway Contributions

    By ratherbereading, May 8, 2020
    • 5 replies
    • 1.1k views
    • 
    • ratherbereading
    • May 11, 2020

38. Correcting Accounting / Investment Errors

    By Guest RV, May 26, 1999
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • March 3, 2000

39. Pending Guidance

    By Guest Napili, April 17, 2003
    • 5 replies
    • 1.4k views
    • 
    • MGB
    • April 18, 2003

40. Calculation of "hours of service" when employees are not paid by the hour.

    By Guest Diane DuFresne, October 22, 2003
    • 5 replies
    • 4.7k views
    • 
    • Guest
    • October 25, 2003

41. Amendment to pass 410(b)

    By jquazza, February 3, 2004
    • 5 replies
    • 1.7k views
    • 
    • jquazza
    • February 6, 2004

42. Impact of Enhanced Vesting Schedule on Terminated Participants

    By 401 Chaos, March 22, 2010
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • April 5, 2013

43. Missed Deferrals on Bonus Comp

    By 12AX7, May 23, 2012
    • 5 replies
    • 2.1k views
    • 
    • 12AX7
    • May 24, 2012

44. ADP Testing for Controlled Group

    By PensionPro, August 24, 2017
    • 5 replies
    • 1.9k views
    • 
    • Luke Bailey
    • August 28, 2017

45. Lost Earnings - Reflecting on Form 5500

    By 401(k)athryn, October 8, 2018
    • 5 replies
    • 2k views
    • 
    • msmith
    • October 9, 2018

46. Correct year for deferrals to apply against 402(g) limit

    By bdeancpa, September 27, 2023
    • 5 replies
    • 1.7k views
    • 
    • duckthing
    • October 3, 2023

47. Rollover but not participant

    By Guest Fred Maynard, February 14, 2005
    • 5 replies
    • 1.5k views
    • 
    • actuarysmith
    • February 15, 2005

48. 401k plan year and employer contribution

    By tertue, November 1, 2010
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • November 1, 2010

49. Plan Design - Owners Creating New Plan for Staff

    By Guest Pippy, October 18, 2013   

    • Aggregated Testing
    • Plan Design
    • (and 1 more)

      Tagged with:

      • Aggregated Testing
      • Plan Design
      • Top Heavy
    • 5 replies
    • 1.6k views
    • 
    • buckaroo
    • October 18, 2013

50. 8955-SSA email saying bad filing

    By Jim Chad, June 3, 2016
    • 5 replies
    • 1.3k views
    • 
    • CindyC
    • June 3, 2016