401(k) Plans

19,275 topics in this forum

1. Excess match & deminimus distribution of $50

   By alexa, December 8, 2008
   • 2 replies
   • 1.8k views
   • 
   • alexa
   • December 9, 2008

2. Discriminatory Effect of an Increasing Match

   By Guest AEA, March 16, 2001
   • 10 replies
   • 1.8k views
   • 
   • Guest
   • March 21, 2001

3. Safe Harbor Plan Hardship Withdrawals

   By QDROphile, December 2, 2002
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • December 2, 2002

4. Affiliated Service Groups

   By Guest Jae, August 26, 2000
   • 5 replies
   • 1.8k views
   • 
   • billfgrady
   • February 4, 2003

5. Form 5500 - 20% in single security

   By Spencer, July 26, 1999
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • August 20, 1999

6. entry date - 3 consecutive months of continueous service

   By Lou81, June 2, 2023   

   • ftwilliam
   • 11 replies
   • 1.8k views
   • 
   • Roycal
   • June 5, 2023

7. Prototype -11(g) Amendment

   By austin3515, March 10, 2009
   • 6 replies
   • 1.8k views
   • 
   • jpod
   • March 12, 2009

8. Controlled groups and safe harbor 401(k)

   By Lori Foresz, April 1, 2004
   • 3 replies
   • 1.8k views
   • 
   • Lori Foresz
   • April 2, 2004

9. 404(a)(5) for Terminating Plan

   By nancy, August 17, 2012
   • 6 replies
   • 1.8k views
   • 
   • BG5150
   • August 28, 2012

10. catch up contribution question

    By fiona1, November 13, 2003
    • 5 replies
    • 1.8k views
    • 
    • rcline46
    • November 14, 2003

11. Davis Bacon question

    By AKconsult, May 13, 2009
    • 6 replies
    • 1.8k views
    • 
    • Below Ground
    • May 15, 2009

12. Compensation for Plan Purposes

    By Dougsbpc, July 17, 2012
    • 2 replies
    • 1.8k views
    • 
    • PensionPro
    • July 17, 2012

13. Documentation for rollover acceptance

    By Guest beppie_stark, December 31, 2001
    • 2 replies
    • 1.8k views
    • 
    • BFree
    • January 18, 2002

14. May a 401(k) Plan Exclude non-U.S. Citizens

    By Guest Captain Pass, April 19, 2008
    • 1 reply
    • 1.8k views
    • 
    • PensionPro
    • April 19, 2008

15. Failed ADP - Participant Deceased

    By PFranckowiak, February 13, 2012
    • 4 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • February 13, 2012

16. corrective plan amendment

    By Gary, July 30, 2012
    • 3 replies
    • 1.8k views
    • 
    • PensionPro
    • July 30, 2012

17. Top-Paid Group and 410(b)(6)(C)

    By austin3515, December 24, 2018
    • 9 replies
    • 1.8k views
    • 
    • Larry Starr
    • December 27, 2018

18. Deferrals in Error from Post-Termination Comp.

    By Guest Gumby, August 20, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 21, 2008

19. Key employee Determination (1% owner)

    By jquazza, March 18, 2004
    • 3 replies
    • 1.8k views
    • 
    • jquazza
    • March 18, 2004

20. Not getting the full benefit of a match - true-up provisions

    By Guest Hardy Eubanks, February 23, 2000
    • 4 replies
    • 1.8k views
    • 
    • MWeddell
    • February 24, 2000

21. Restoring lost earnings on tardy matching contributions; are these amo

    By Guest tmconn, February 26, 2001
    • 2 replies
    • 1.8k views
    • 
    • Richard Anderson
    • February 27, 2001

22. Safe Harbor Nonelective Contribution vs. Term < 500

    By Guest LWilson, June 21, 2002
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • June 21, 2002

23. 1099'S - PS 58 Cost and regular distributions

    By Guest Achilles, February 6, 2004
    • 1 reply
    • 1.8k views
    • 
    • goldtpa
    • February 6, 2004

24. ADP test refund going to automatic non-deductible contribution bucket?

    By ldr, September 18, 2020   

    • adp test; non-deductible contributions
    • 17 replies
    • 1.8k views
    • 
    • BG5150
    • September 23, 2020

25. Hardship Withdrawals

    By Guest pentex, November 19, 2002
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • November 19, 2002

26. Plan Fees

    By MBCarey, July 10, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 11, 2002

27. auto enrollment

    By pmacduff, November 27, 2006
    • 6 replies
    • 1.8k views
    • 
    • stephen
    • November 30, 2006

28. Plan Loans Exceeding 5 Years - Time of Default

    By Guest rocnrols2, January 8, 2003
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • January 9, 2003

29. Annual additions

    By imchipbrown, September 29, 2000
    • 2 replies
    • 1.8k views
    • 
    • imchipbrown
    • September 30, 2000

30. Testing order

    By wsp, April 20, 2006
    • 5 replies
    • 1.8k views
    • 
    • Tom Poje
    • April 21, 2006

31. control group question

    By jsmith1985, September 3, 2017   

    • 401k control group
    • 12 replies
    • 1.8k views
    • 
    • TPAJake
    • September 7, 2017

32. 5500 and document question on spinoff restatement

    By mattmc82, July 17, 2020
    • 5 replies
    • 1.8k views
    • 
    • Luke Bailey
    • July 20, 2020

33. What would prevent a PLLC from going back and funding retroactively

    By Lori H, November 16, 2007
    • 16 replies
    • 1.8k views
    • 
    • Lori H
    • December 4, 2007

34. Excess Match Contribution

    By Guest MUSICMAN, April 11, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • April 12, 2002

35. forfeiture based on incorrect ACP test calculation

    By Guest joanh, December 24, 2004
    • 3 replies
    • 1.8k views
    • 
    • austin3515
    • December 27, 2004

36. PPA Quarterly Statements

    By imchipbrown, May 28, 2009
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • May 29, 2009

37. Puerto Rican Retirement Plan

    By Guest Thornton, May 29, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 16, 2007

38. top heavy and catch up contributions

    By Guest Peggy806, January 31, 2011
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 31, 2011

39. Match after a break-in-service

    By Guest LLandau, March 18, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 18, 2002

40. Safe Harbor Match and Per Pay Calculation Period

    By CLE401kGuy, May 12, 2014
    • 9 replies
    • 1.8k views
    • 
    • austin3515
    • May 16, 2014

41. Top Heavy contribution- QNEC?

    By Guest rachd, May 27, 2004
    • 1 reply
    • 1.8k views
    • 
    • Kirk Maldonado
    • May 27, 2004

42. ACP Test w. 401k and 403b

    By austin3515, February 15, 2019
    • 12 replies
    • 1.8k views
    • 
    • austin3515
    • February 19, 2019

43. QNEC

    By Logan401, February 5, 2010
    • 2 replies
    • 1.8k views
    • 
    • Logan401
    • February 8, 2010

44. Trust ID Numbers

    By Guest TrustMe401k, May 15, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • May 17, 2000

45. 401(a)(9) And Lump Sum Distributions

    By Guest Donaldson, March 28, 2003
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • March 28, 2003

46. 401(k) for 501(c)(3)'s with possible Controlled Group

    By John Feldt ERPA CPC QPA, August 8, 2006
    • 2 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 10, 2006

47. Partic. Loan

    By Guest cascigm, July 30, 1999
    • 1 reply
    • 1.8k views
    • 
    • LCARUSI
    • August 2, 1999

48. 402(g) limit

    By Guest JPIngold, April 22, 2010
    • 13 replies
    • 1.8k views
    • 
    • Guest
    • April 29, 2010

49. Newlywed HCE?

    By Leopurrd, August 2, 2011
    • 9 replies
    • 1.8k views
    • 
    • 12AX7
    • August 3, 2011

50. PSA - FEMA Disaster Areas

    By austin3515, April 2, 2020
    • 13 replies
    • 1.8k views
    • 
    • Gilmore
    • April 7, 2020