401(k) Plans

19,321 topics in this forum

1. Roth 401(k) Match Calculation

   By Guest Julie, October 20, 2011
   • 3 replies
   • 1.7k views
   • 
   • Kevin C
   • October 20, 2011

2. Safe Harbor Enhanced Match

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

3. Safe harbor contribution can't be made

   By Bill Presson, March 6, 2015
   • 5 replies
   • 1.7k views
   • 
   • mbozek
   • March 7, 2015

4. Davis Bacon, Safe Harbor & Top-Heavy

   By austin3515, August 26, 2011
   • 1 reply
   • 1.7k views
   • 
   • DMcGovern
   • August 26, 2011

5. Ok to terminate 401k and establish simple IRA orSimple 401(k)?

   By pbarrett, June 21, 2004
   • 1 reply
   • 1.7k views
   • 
   • alanm
   • June 21, 2004

6. Distribution due to termination

   By Guest Rick R, December 15, 1999
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • December 27, 1999

7. Years of Service

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

8. 401K to IRA - still not rolled over!

   By Guest jperkins98, September 21, 2001
   • 1 reply
   • 1.7k views
   • 
   • rcline46
   • September 21, 2001

9. 415 limit

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

10. Deferrals erroneously withheld from bonuses, not remitted to plan

    By cheersmate, July 2, 2019   

    • payroll error
    • 13 replies
    • 1.7k views
    • 
    • cheersmate
    • July 4, 2019

11. Safe Harbor and PEO plans

    By Guest phyphy, May 21, 2004
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 24, 2004

12. Non-resident aliens

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

13. 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

14. Amending a 401k plan to allow for borrowing

    By Guest Carl C, December 4, 2009
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • December 7, 2009

15. Safe Harbor NEC to another Plan

    By KJohnson, September 22, 1999
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • September 23, 1999

16. Consequences of Disqualification

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

17. ADP Testing of an LLC

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

18. Safe Harbor Plan and Short Plan Year

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

19. removal of spousal consent when not required under K plan

    By Tom, July 6, 2023
    • 5 replies
    • 1.7k views
    • 
    • fmsinc
    • February 14, 2024

20. Automatic Distributions - finding old participants

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

21. ADP test for first year that NHCEs are in Plan

    By Lynn Campbell, January 29, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 13, 1999

22. Legal Entity Change

    By Guest Lex, February 23, 2003
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • February 24, 2003

23. Did the DOL Just Change Audit Requirement?

    By austin3515, February 28, 2023
    • 18 replies
    • 1.7k views
    • 
    • MoJo
    • March 2, 2023

24. Safe Harbor 401(k) Discretionary Contributions/Profit Sharing

    By mitchelt, May 22, 2015
    • 4 replies
    • 1.7k views
    • 
    • mitchelt
    • May 23, 2015

25. 401k loan ?

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

26. Plan eligibility question - rehires

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

27. Failure to allow eligibles to enroll

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

28. TIAA-CREF ERISA data for Form 5500 for 401k plans

    By Guest DK Ellerson, June 28, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • June 28, 2002

29. Plan spin-off - full vesting possible?

    By Guest Troy S., July 18, 2007
    • 3 replies
    • 1.7k views
    • 
    • JanetM
    • July 18, 2007

30. Rolling MP $ into PSP

    By doombuggy, June 19, 2006
    • 6 replies
    • 1.7k views
    • 
    • JanetM
    • June 20, 2006

31. Eligible Employees in ADP Test

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

32. 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

33. HCE

    By Guest Jenn, May 6, 2003
    • 1 reply
    • 1.7k views
    • 
    • R. Butler
    • May 6, 2003

34. Schedule Q

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

35. Employer Contribution Submissions

    By Guest asitan, August 8, 2006
    • 4 replies
    • 1.7k views
    • 
    • Jim Chad
    • August 9, 2006

36. Top-Heavy "Compensation"

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

37. Death of Participant

    By Earl, March 29, 2011
    • 9 replies
    • 1.7k views
    • 
    • Earl
    • March 31, 2011

38. 401(k) transferring assets

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

39. Late year change in company match

    By Guest wohtola, November 26, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 11, 2001

40. "Compensation" excludes bonuses

    By Guest Mr. Kite, January 26, 2009
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • January 27, 2009

41. LLC adopts a 401k plan

    By Santo Gold, November 12, 2008
    • 4 replies
    • 1.7k views
    • 
    • WDIK
    • November 13, 2008

42. Corrective Distribution and Related Match

    By DTH, June 21, 2011
    • 6 replies
    • 1.7k views
    • 
    • ESOP Guy
    • June 23, 2011

43. Brokerage Account in 401k Plan

    By cpc0506, October 8, 2010
    • 13 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 11, 2010

44. 2005 max contribution for sole prop

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

45. May a participant in a 401(k) purchase covered calls?

    By Guest Edward McElroy, February 26, 2000
    • 3 replies
    • 1.7k views
    • 
    • IRC401
    • March 1, 2000

46. Collectively Bargained Employees in Non-Union Prototype Plan

    By Guest andmik, April 4, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 4, 2007

47. Leave of Absence & Contribution Eligibility

    By metsfan026, May 31, 2024
    • 3 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • June 3, 2024

48. One employer with both 401k and 403b plans

    By dmb, February 24, 2014
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • February 27, 2014

49. How do you correct an excess annual addition when the participant has

    By Guest friedbrain, October 19, 1999
    • 1 reply
    • 1.7k views
    • 
    • Brenda Wren
    • October 26, 1999

50. 401k with grandfathered contribution

    By 30Rock, April 19, 2011
    • 0 replies
    • 1.7k views
    • 
    • 30Rock
    • April 19, 2011