401(k) Plans

19,275 topics in this forum

1. Safe Harbor contribution not made

   By CJS07, April 17, 2008
   • 4 replies
   • 1.8k views
   • 
   • rcline46
   • April 18, 2008

2. What do with current 401K now that I'm starting a business

   By Guest Jack_Norton, March 6, 2001
   • 6 replies
   • 1.8k views
   • 
   • Bill Berke
   • March 6, 2001

3. Changing Vesting Schedules By Amendment

   By Gadgetfreak, August 21, 2009
   • 3 replies
   • 1.8k views
   • 
   • Tom Poje
   • August 24, 2009

4. Cash Basis vs. Accrual Basis for Form 5500

   By metsfan026, September 13, 2021
   • 2 replies
   • 1.8k views
   • 
   • Bob the Swimmer
   • September 15, 2021

5. permanent disability

   By Guest Barbshoe02, August 26, 2008
   • 1 reply
   • 1.8k views
   • 
   • ERISAnut
   • August 26, 2008

6. Rollover from SEP to 401(k)

   By Guest Tracy H, April 3, 2001
   • 1 reply
   • 1.8k views
   • 
   • Bill Berke
   • April 3, 2001

7. surrender charges paid by employer

   By Guest isg2013, April 18, 2013
   • 9 replies
   • 1.8k views
   • 
   • Kevin C
   • April 18, 2013

8. Things that make you go Hmmm...

   By austin3515, October 21, 2020
   • 22 replies
   • 1.8k views
   • 
   • Peter Gulia
   • October 22, 2020

9. Looking for sample investment policy for 401(k) plan

   By k man, July 7, 2000
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • July 13, 2000

10. Eligibility and Auto Enroll

    By Guest lgm, May 15, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 2009

11. 414(s) compensation for SH, Top Heavy

    By justanotheradmin, October 31, 2013   

    • 414(s)
    • Safe harbor
    • (and 1 more)

      Tagged with:

      • 414(s)
      • Safe harbor
      • top heavy
    • 0 replies
    • 1.8k views
    • 
    • justanotheradmin
    • October 31, 2013

12. NEw Comp Deemed CODA Issue

    By austin3515, October 18, 2004
    • 3 replies
    • 1.8k views
    • 
    • WDIK
    • October 19, 2004

13. 401(k) Deposits

    By Guest SCUDDESLER, October 4, 2002
    • 7 replies
    • 1.8k views
    • 
    • jpod
    • October 4, 2002

14. Possible Spinoff or Successor Plan?

    By hsctpa, February 8, 2018
    • 1 reply
    • 1.8k views
    • 
    • Luke Bailey
    • February 8, 2018

15. Merger of Top Heavy and Non-Top Heavy Plans

    By KJohnson, September 24, 1999
    • 1 reply
    • 1.8k views
    • 
    • Dowist
    • September 25, 1999

16. Erisa Bond

    By PFranckowiak, June 23, 2008
    • 4 replies
    • 1.8k views
    • 
    • Kimberly S
    • June 24, 2008

17. Hours required for Vesting Year of Service

    By AATPA, April 22, 2019
    • 17 replies
    • 1.8k views
    • 
    • Luke Bailey
    • April 23, 2019

18. Safe Harbor 401(k) ADP/ACP Question

    By John A, October 11, 1999
    • 5 replies
    • 1.8k views
    • 
    • John A
    • October 11, 1999

19. can employer terminate and sponsor another plan within 12 month period?

    By k man, March 2, 2004
    • 3 replies
    • 1.8k views
    • 
    • k man
    • March 2, 2004

20. QNEC Question

    By Stash026, April 6, 2009
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • April 7, 2009

21. Plan Termination

    By Guest lforesz, June 13, 2001
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • June 14, 2001

22. Multiple ER question

    By fiona1, February 22, 2008
    • 3 replies
    • 1.7k views
    • 
    • Below Ground
    • February 25, 2008

23. TOP HEAVY AND MANDATORY AGGREGATION

    By KJohnson, April 7, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 8, 2000

24. Catch-up contributions and QSLOB's

    By Guest tom mathews, December 11, 2001
    • 7 replies
    • 1.7k views
    • 
    • jaemmons
    • January 18, 2002

25. Exclusion of employees

    By Guest Laura Millwood, December 3, 1998
    • 2 replies
    • 1.7k views
    • 
    • KIP KRAUS
    • December 4, 1998

26. 20% withholding on plan distribution to satisfy IRS tax levy?

    By Wessex, May 11, 1999
    • 2 replies
    • 1.7k views
    • 
    • Wessex
    • May 12, 1999

27. Penalty for faliure to withhold taxes

    By BG5150, October 19, 2020
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • October 20, 2020

28. Controlled Group Vesting

    By Guest carsca, May 13, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 13, 2002

29. Leased Employee?

    By Guest ircreader, August 26, 2004
    • 3 replies
    • 1.7k views
    • 
    • GBurns
    • August 27, 2004

30. Prior Year Testing and QMAC's

    By Guest Robin Vatalaro, October 4, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 4, 2002

31. No Longer a Participating Employer

    By Guest JEP, May 12, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 12, 2003

32. SH plan - first year

    By Guest c2ddave, February 22, 2005
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • February 24, 2005

33. gap earnings

    By Chippy, May 20, 2013
    • 5 replies
    • 1.7k views
    • 
    • BG5150
    • May 20, 2013

34. QSLOB

    By Guest tintree73, November 16, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 16, 2006

35. Employer Securities

    By PFranckowiak, July 8, 2015
    • 3 replies
    • 1.7k views
    • 
    • A Shot in the Dark
    • July 8, 2015

36. Can a company adopt a 401(k) plan in December to be effective retroact

    By Guest A. Rostosky, December 8, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • December 8, 2000

37. Eligibility for rehired employees

    By Guest aquarius, March 21, 2007
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 21, 2007

38. What happens if SHM is "late"?

    By BG5150, June 14, 2019
    • 7 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • June 20, 2019

39. In-Kind Distributions

    By Guest LWilson, August 13, 2002
    • 1 reply
    • 1.7k views
    • 
    • jaemmons
    • August 13, 2002

40. Severance Pay and counting Hours of Service

    By Guest ICannotDiscloseMyIdentity, November 10, 2009
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 11, 2009

41. 402(g) Excess - Correction Options After April 15

    By Towanda, July 28, 2022   

    • 402(g) excess
    • correction after april 15
    • 9 replies
    • 1.7k views
    • 
    • KEM
    • August 10, 2023

42. Adding safe harbor mid-year; 3% Nonelective based on full year comp?

    By Brenda Wren, August 28, 2006
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • August 28, 2006

43. Restarting 401k

    By Guest dbvail, November 18, 2005
    • 1 reply
    • 1.7k views
    • 
    • saabraa
    • November 19, 2005

44. ADP Safe Harbor Match / Non-ACP Discretionary Match - Allocation Conditions Allowed?

    By EBECatty, October 20, 2021
    • 9 replies
    • 1.7k views
    • 
    • MWeddell
    • October 22, 2021

45. Puerto Rico Employees

    By Guest hitt24, October 10, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 13, 2000

46. Million TPA March

    By austin3515, July 13, 2011
    • 13 replies
    • 1.7k views
    • 
    • austin3515
    • July 16, 2011

47. 401k safe harbor plan amendment logistics

    By Gary, June 2, 2009
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • June 4, 2009

48. QNEC / Gateway / 401a

    By Guest elang, August 31, 2010
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • September 1, 2010

49. 401(k) Plans

    By Guest Roxanne Walters, February 26, 2002
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 27, 2002

50. Otherwise Excludable Employees Testing Compensation

    By Guest kdddk14, January 26, 2010
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • January 27, 2010