401(k) Plans

19,321 topics in this forum

1. Multiple Use Test

   By Guest pep, September 9, 1999
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • September 9, 1999

2. Another severance pay ?

   By jaemmons, January 14, 2005
   • 4 replies
   • 1.7k views
   • 
   • GBurns
   • January 19, 2005

3. Best plan suggestion

   By Guest yukon, August 22, 2005
   • 12 replies
   • 1.7k views
   • 
   • Guest
   • August 26, 2005

4. ADP/ACP test

   By Guest Rick Butler, May 31, 2000
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • May 31, 2000

5. Two Plans, both provide Top Heavy

   By Kac1214, May 2, 2019
   • 5 replies
   • 1.7k views
   • 
   • Kac1214
   • May 3, 2019

6. Limitation years

   By Guest jim williams, January 10, 2002
   • 5 replies
   • 1.7k views
   • 
   • Tom Poje
   • January 10, 2002

7. Roth 401k

   By alexa, March 30, 2006
   • 2 replies
   • 1.7k views
   • 
   • namealreadyinuse
   • March 30, 2006

8. Is he an HCE for the 1999 ADP test?

   By richard, July 12, 1999
   • 4 replies
   • 1.7k views
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   • LCARUSI
   • July 14, 1999

9. Bonding Requirements

   By Guest Thornton, September 29, 2006
   • 4 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • September 29, 2006

10. Plan or No Plan?

    By Guest CygnusX1, July 9, 2009
    • 11 replies
    • 1.7k views
    • 
    • Guest
    • August 20, 2010

11. ex-pat after tax contribution

    By Guest padmin, September 9, 2005
    • 4 replies
    • 1.7k views
    • 
    • QDROphile
    • September 10, 2005

12. Ee's are Union AND Nonunion

    By austin3515, March 1, 2010
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • March 2, 2010

13. Max Loan Amount

    By Guest good2brich, March 26, 2004
    • 6 replies
    • 1.7k views
    • 
    • E as in ERISA
    • March 26, 2004

14. late 401(k) deposits

    By eilano, October 10, 2005
    • 3 replies
    • 1.7k views
    • 
    • FJR
    • October 11, 2005

15. 60 YEAR OLD MAN, FORCIBLY RETIRED ON MEDICAL GROUNDS 1955, NOW IS TOLD

    By Guest France, April 21, 2001
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • April 24, 2001

16. In-Service Distribution Amendment for Safe Harbor Plan

    By Vlad401k, August 12, 2015
    • 7 replies
    • 1.7k views
    • 
    • QDROphile
    • August 20, 2015

17. Installment Payments Upon Plan Termination

    By Anaahu, May 26, 2022
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • May 27, 2022

18. Employer Match Timing

    By Guest koo, September 24, 2009
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 28, 2009

19. Single Employer to Multiple Employer - Testing Implications

    By kevind2010, March 4, 2011
    • 1 reply
    • 1.7k views
    • 
    • QNPG
    • March 4, 2011

20. Any limit imposed by the regs or code on the amount of a hardhsip dist

    By k man, August 29, 2000
    • 5 replies
    • 1.7k views
    • 
    • Richard Anderson
    • August 30, 2000

21. Plan sequence number on rollover 401k

    By Kevin37, June 5, 2024
    • 5 replies
    • 1.7k views
    • 
    • truphao
    • June 5, 2024

22. Minimum Gateway and 414(s) Comp

    By buckaroo, December 7, 2017
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • December 8, 2017

23. Safe Harbor - Per Pay Per Document....But

    By Guest saotampa, June 16, 2008
    • 12 replies
    • 1.7k views
    • 
    • Guest
    • June 19, 2008

24. Prevailing wage fringe benefit exemption

    By HrdWrkr, May 12, 2025
    • 3 replies
    • 1.7k views
    • 
    • Tom Veal
    • May 14, 2025

25. Top-Heavy/Key-Employee question

    By Tom, January 4, 2024
    • 10 replies
    • 1.7k views
    • 
    • justanotheradmin
    • January 5, 2024

26. Coverage of Employees with No Income

    By Below Ground, September 30, 2022
    • 15 replies
    • 1.7k views
    • 
    • Below Ground
    • October 6, 2022

27. Catch-up contributions; 2 unrelated plans

    By Guest LuannJ, April 20, 2004
    • 2 replies
    • 1.7k views
    • 
    • Appleby
    • April 20, 2004

28. Loan Default???

    By Guest CHRISTA, December 6, 2001
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • December 6, 2001

29. Loans and leave of absence

    By pjb1835, October 26, 2017
    • 1 reply
    • 1.7k views
    • 
    • PAiPal
    • October 30, 2017

30. Roth 401k's

    By Guest rmeigs, March 18, 2005
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • March 18, 2005

31. Match formula that wants to be SH

    By AlbanyConsultant, March 23, 2011
    • 12 replies
    • 1.7k views
    • 
    • Guest
    • March 23, 2011

32. short plan year for safe harbor plan or retroactive effective date?

    By AKconsult, March 8, 2013
    • 1 reply
    • 1.7k views
    • 
    • K2
    • March 8, 2013

33. Safe Harbor Allocation

    By Guest KarenLS, December 1, 1999
    • 2 replies
    • 1.7k views
    • 
    • MWeddell
    • December 3, 1999

34. Loan amortization schedules

    By Jean, February 24, 1999
    • 2 replies
    • 1.7k views
    • 
    • LCARUSI
    • March 5, 1999

35. Too late for a short plan year?

    By BG5150, December 1, 2009
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • December 2, 2009

36. What is the latest date that an existing 401(k) plan has to adopt the

    By Guest Joe Vasko, August 4, 2000
    • 3 replies
    • 1.7k views
    • 
    • actuarysmith
    • August 8, 2000

37. Negative/Passive Enrollment in 401(k)

    By Guest Linnea118, September 2, 1999
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • September 3, 1999

38. Should we apply for a determination letter on termination of year-old

    By Guest Lisa Flagg, October 26, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 26, 2000

39. Hardship Distributions

    By Guest JAG, October 29, 2001
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • October 30, 2001

40. Short Plan Year

    By Guest JBarn, September 15, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 16, 1999

41. Catch-Up/Testing

    By CJS07, January 24, 2008
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • January 29, 2008

42. QACA Compensation testing

    By Guest Pension Girl, January 12, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 13, 2010

43. ADP refund less than $1.00

    By fiona1, February 8, 2007
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 9, 2007

44. ADP - ACP Failure

    By Lou S., February 12, 2010
    • 2 replies
    • 1.7k views
    • 
    • Lou S.
    • February 16, 2010

45. Timing of 401(k) Contributions Made By Sole Proprietor or Corporate Owner

    By Guest Edward McElroy, August 30, 2005
    • 2 replies
    • 1.7k views
    • 
    • mbozek
    • August 30, 2005

46. PPA Quarterly Statement Requirement

    By Guest padmin, October 25, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 25, 2006

47. Truth or Nonsense ... an employee's $10,500 elective deferral does not

    By Moe Howard, December 21, 2000
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • December 27, 2000

48. Using other financial resources before taking a hardship withdrawal

    By Guest Bud, July 31, 2002
    • 11 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • July 31, 2002

49. Benefits, Rights, and Features Question

    By Guest DCquestioner, June 12, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 16, 2009

50. Cap on matching contribution

    By Richard Anderson, September 4, 1999
    • 2 replies
    • 1.7k views
    • 
    • Wessex
    • September 8, 1999