401(k) Plans

19,321 topics in this forum

1. Post year-end contributions...when good employer contributions go bad

   By Lori Friedman, May 10, 2005
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • June 1, 2005

2. Testing order

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

3. Participant Communications/Notice Requirements

   By Nassau, January 7, 2015   

   • Reenrollment
   • 7 replies
   • 1.8k views
   • 
   • Kevin C
   • January 8, 2015

4. Changes in 2010 SE Calculation... Or Not?

   By austin3515, January 27, 2011
   • 12 replies
   • 1.8k views
   • 
   • 12AX7
   • March 23, 2011

5. Plan Fees

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

6. Partic. Loan

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

7. Changing eligibility

   By Guest chris4013, May 8, 2003
   • 7 replies
   • 1.8k views
   • 
   • Kirk Maldonado
   • May 13, 2003

8. What Compensation is Match Based On?

   By Guest D Mitchell, February 9, 2001
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • February 13, 2001

9. Can someone clarify?

   By Guest jhilliard, April 13, 2004
   • 7 replies
   • 1.8k views
   • 
   • david rigby
   • April 15, 2004

10. PROFIT SHARING CONTRIBUTION NOT MADE FOR OWNERS IN PRIOR YEAR

    By Guest PAM, December 30, 1998
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • December 31, 1998

11. Million TPA March

    By austin3515, July 13, 2011
    • 13 replies
    • 1.8k views
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    • austin3515
    • July 16, 2011

12. Early Retirement and Vesting Provisions

    By KayC, August 1, 2023
    • 7 replies
    • 1.8k views
    • 
    • acm_acm
    • August 2, 2023

13. 402(g) limit

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

14. A participant with an outstanding loan files for bankruptcy and the pl

    By k man, March 31, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • October 13, 2000

15. Payment of Plan Expenses from Forfeitures

    By Guest Born2Run, July 23, 2009
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 28, 2009

16. Definition of 5% Owner for Purposes of the Required Beginning Date.

    By Guest helmethead, September 28, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 28, 2000

17. New here...

    By Guest Donnie, March 18, 2005
    • 10 replies
    • 1.8k views
    • 
    • MGB
    • March 21, 2005

18. Enhanced SH Match

    By K-t-F, June 29, 2006
    • 4 replies
    • 1.8k views
    • 
    • K-t-F
    • June 30, 2006

19. Automatic Enrollment Notices

    By Guest Grumpy456, November 27, 2007
    • 2 replies
    • 1.8k views
    • 
    • BG5150
    • December 6, 2007

20. 401(k) Plans

    By Guest Roxanne Walters, February 26, 2002
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 27, 2002

21. 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

22. financial statement presentation of depreciation in investments

    By Guest l balmer, September 12, 2002
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • September 15, 2002

23. Catch-up Contribution and max profit sharing

    By emmetttrudy, April 10, 2012
    • 2 replies
    • 1.8k views
    • 
    • BG5150
    • April 11, 2012

24. catch up contribution question

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

25. Top Heavy contribution- QNEC?

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

26. PLan year higher defrral limits apply to.

    By Guest Thornton, January 6, 2002
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 8, 2002

27. Vesting for Transferred Employees

    By Guest GG, February 8, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 14, 2001

28. Puerto Rican Retirement Plan

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

29. Permitted Disparity Factor

    By austin3515, December 10, 2008
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 11, 2008

30. 401(a)(9) And Lump Sum Distributions

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

31. RMD's

    By Nassau, December 1, 2010
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • December 2, 2010

32. employee class exclusion

    By Tom, April 15, 2021
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • August 4, 2021

33. 402(g) limit

    By Guest ars1, September 9, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 13, 1999

34. Catch-up contributions and QSLOB's

    By Guest tom mathews, December 11, 2001
    • 7 replies
    • 1.8k views
    • 
    • jaemmons
    • January 18, 2002

35. 401(k) Refunds and Earnings Calculation

    By buckaroo, March 11, 2004
    • 2 replies
    • 1.8k views
    • 
    • buckaroo
    • March 12, 2004

36. Annual Deferral Election

    By Guest Ken Krol, June 9, 2014
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • June 12, 2014

37. Aggregating FICA compensation from CG/ASG members for purposes of HPI determination for Roth catch-up

    By Belgarath, October 3, 2025
    • 4 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • October 4, 2025

38. help w/ vested percentage

    By Brian Gallagher, September 20, 2004
    • 13 replies
    • 1.8k views
    • 
    • Brian Gallagher
    • September 21, 2004

39. How fix failed coverage test when 100% benefitting?

    By Guest TaxedToDeath, May 11, 2012
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • May 14, 2012

40. moving money out of a plan

    By Santo Gold, June 30, 2009
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • July 1, 2009

41. Independent contractor medical practice

    By R. Butler, November 15, 2017
    • 7 replies
    • 1.8k views
    • 
    • Belgarath
    • November 17, 2017

42. Union EEs in 401(k) PSP

    By BG5150, January 27, 2011
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 28, 2011

43. HCE Deferral Never Contributed

    By DP, September 8, 2003
    • 12 replies
    • 1.8k views
    • 
    • E as in ERISA
    • September 10, 2003

44. Gramm-Leach-Bliley push out provisions

    By fidu, May 13, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 23, 2002

45. No match on Roth 401k

    By austin3515, February 25, 2010
    • 8 replies
    • 1.8k views
    • 
    • Kevin C
    • February 26, 2010

46. APRSC & ADP Failure

    By Guest ELS, August 10, 1999
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 1999

47. Over-restored Surrender Charge - Do what w/ the excess

    By BeanCounterBlues, January 23, 2006
    • 2 replies
    • 1.8k views
    • 
    • Kevin C
    • January 26, 2006

48. 6/30 PYE 401k - safe harbor needed every other year?

    By Santo Gold, November 2, 2005
    • 1 reply
    • 1.8k views
    • 
    • Archimage
    • November 2, 2005

49. Safe Habor match issues and Can an HCE really be an NHCE?

    By Guest PALAWYER, November 8, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 13, 2000

50. Interest calculation for late contributions?

    By Guest susan w, August 20, 2002
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • August 21, 2002