401(k) Plans

19,275 topics in this forum

1. 401(k) Notices

   By Guest Kabuki, August 7, 2002
   • 10 replies
   • 1.7k views
   • 
   • E as in ERISA
   • August 8, 2002

2. Fail ADP test in 2013 - Refund 2014 - W2

   By imchipbrown, December 24, 2013   

   • ADP Refund W-2
   • 5 replies
   • 1.7k views
   • 
   • imchipbrown
   • December 28, 2013

3. Consequences of Disqualification

   By Guest PBJ, March 1, 2007
   • 2 replies
   • 1.7k views
   • 
   • Peter Gulia
   • March 2, 2007

4. ERisa Bond Requirement - ER STock

   By PFranckowiak, August 23, 2010
   • 1 reply
   • 1.7k views
   • 
   • Nate X
   • August 27, 2010

5. Modifying Prototype Adoption Agreements ... Can you?

   By Guest billy bong, November 5, 1999
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • November 6, 1999

6. Fidelity Bond (ERISA 412)

   By lkpittman, May 30, 2002
   • 0 replies
   • 1.7k views
   • 
   • lkpittman
   • May 30, 2002

7. Top Heavy Key Employee Partnership K1 Wages

   By jmartin, April 10, 2012
   • 3 replies
   • 1.7k views
   • 
   • MoShawn
   • April 10, 2012

8. 1099 R coding

   By Guest ehayes, April 23, 2002
   • 1 reply
   • 1.7k views
   • 
   • Fredman
   • April 23, 2002

9. family attribution

   By Guest kan, November 13, 2001
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • November 13, 2001

10. Missed Roth Contributions

    By MjInvestments, December 11, 2017   

    • roth
    • 401(k)
    • (and 2 more)

      Tagged with:

      • roth
      • 401(k)
      • missed contributions
      • missed deferrals
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • December 12, 2017

11. Questions re: moving from SEP to solo 401(k)

    By UM1234, April 7, 2015
    • 3 replies
    • 1.7k views
    • 
    • UM1234
    • April 30, 2015

12. 401(k) transferring assets

    By Guest Lisa Allen, September 13, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • September 17, 1999

13. ADP Testing of an LLC

    By Guest dstran, June 7, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 9, 2003

14. Definition of Compensation in Plan Document

    By Alex Daisy, February 17, 2009
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • February 17, 2009

15. Safe Harbor Enhanced Match

    By DP, June 6, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • June 7, 2001

16. Safe Harbor Plan and Short Plan Year

    By Guest AndyL, November 4, 2003
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • November 6, 2003

17. 415 limit

    By PFranckowiak, October 25, 2011
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 27, 2011

18. EINs and 1099s

    By KJohnson, December 21, 1999
    • 4 replies
    • 1.7k views
    • 
    • KJohnson
    • February 9, 2000

19. 15% deductible limit in a 401(k) PS Plan--eligible to defer, not eligi

    By Guest Kelly R, July 27, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 5, 1999

20. Spin Off & Safe Harbor / ADP Test Question

    By 415 Limit, March 9, 2023
    • 4 replies
    • 1.7k views
    • 
    • 415 Limit
    • March 9, 2023

21. Failure to allow eligibles to enroll

    By Guest rush2112, March 3, 2009
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • March 5, 2009

22. RE Purchase

    By K-t-F, October 11, 2006
    • 6 replies
    • 1.7k views
    • 
    • K-t-F
    • October 13, 2006

23. Non-resident aliens

    By Guest Pat Metallic, February 2, 2005
    • 1 reply
    • 1.7k views
    • 
    • JDuns
    • February 2, 2005

24. excluding union employees from safe harbor match

    By Guest medinael, November 9, 2007
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • November 11, 2007

25. controlled group contributions?

    By Guest Moira, November 9, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • November 10, 2006

26. Years of Service

    By Guest Sara H, December 17, 1998
    • 2 replies
    • 1.7k views
    • 
    • MWeddell
    • December 17, 1998

27. 401k plan used as collaterial

    By Guest Blaser, March 2, 2004
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • March 3, 2004

28. Top 20% election

    By nancy, June 12, 1999
    • 1 reply
    • 1.7k views
    • 
    • Ervin Barham
    • June 14, 1999

29. Which comes first - 401(k) or 125?

    By Guest MLH, February 12, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 12, 2002

30. Help. Confused minds want to know: Is this a controlled group?

    By Guest jcarlos, May 12, 2005
    • 11 replies
    • 1.7k views
    • 
    • R. Butler
    • May 16, 2005

31. Coverage transition grace period for control group

    By ESI2015, March 5, 2018
    • 3 replies
    • 1.7k views
    • 
    • msmith
    • March 6, 2018

32. Top-Heavy "Compensation"

    By Guest EMC, March 3, 2000
    • 1 reply
    • 1.7k views
    • 
    • John A
    • March 3, 2000

33. Plan or No Plan?

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

34. Excluding certain HCEs by name and a rate group question

    By ldr, October 26, 2018   

    • hce
    • eligibility
    • (and 2 more)

      Tagged with:

      • hce
      • eligibility
      • rate groups
      • new comparability
    • 6 replies
    • 1.7k views
    • 
    • ldr
    • October 31, 2018

35. Paying expenses from the Plan for daily valuation recordkeeper search

    By Guest DeePA, November 9, 2004
    • 4 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • November 15, 2004

36. 2005 max contribution for sole prop

    By Santo Gold, January 10, 2006
    • 2 replies
    • 1.7k views
    • 
    • saabraa
    • January 10, 2006

37. Employee Deferrals - Reconciliation Shortages as Late Deposits?

    By A.C., September 26
    • 5 replies
    • 1.7k views
    • 
    • Paul I
    • September 30

38. post death distributions

    By k man, September 28, 2001
    • 2 replies
    • 1.7k views
    • 
    • k man
    • September 28, 2001

39. Age 18 Vesting Exception

    By Vlad401k, September 9, 2015
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • September 9, 2015

40. Retroactive Wage Adjustment

    By Guest TuckerB, December 29, 2009
    • 4 replies
    • 1.7k views
    • 
    • Kevin C
    • December 30, 2009

41. Do the rules of converting a regular 401(k) to a safe harbor 401(k) re

    By Archimage, February 7, 2003
    • 6 replies
    • 1.7k views
    • 
    • Archimage
    • February 10, 2003

42. Plan eligibility question - rehires

    By Guest Gibson, June 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • June 21, 2001

43. Stale dated checks - Form 5500

    By EMoney, September 16, 2020
    • 15 replies
    • 1.7k views
    • 
    • ESOP Guy
    • September 18, 2020

44. Eligible Employees in ADP Test

    By Guest gfowler, January 19, 2005
    • 4 replies
    • 1.7k views
    • 
    • K-t-F
    • January 21, 2005

45. Automatic Distributions - finding old participants

    By Guest Karen Renee, March 3, 1999
    • 7 replies
    • 1.7k views
    • 
    • david rigby
    • June 23, 1999

46. Safe harbor matching plan with discretionary contributions

    By Belgarath, September 29, 2016
    • 8 replies
    • 1.7k views
    • 
    • austin3515
    • October 6, 2016

47. Schedule Q

    By Scott, September 5, 2001
    • 4 replies
    • 1.7k views
    • 
    • k man
    • November 19, 2003

48. Does a terminated employee get the right to renegotiate a loan if the

    By Bri, May 24, 2001
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • May 24, 2001

49. K1 Income and Profit Share

    By Bill Henderson, February 14, 2021
    • 8 replies
    • 1.7k views
    • 
    • Jakyasar
    • February 23, 2021

50. 401k loan ?

    By Guest jlbishop, October 24, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 24, 2002