401(k) Plans

19,275 topics in this forum

1. HCE-only Discretionary Match with NHCE-only Safe Harbor

   By Plan Doc, November 18, 2020
   • 8 replies
   • 1.7k views
   • 
   • Plan Doc
   • November 20, 2020

2. 5500 never filed.

   By Guest Melissa Winslow, February 15, 2000
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • February 16, 2000

3. foreign language assistance

   By Guest PeterGulia, January 16, 1999
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • January 16, 1999

4. match made on payroll basis

   By Guest LoloV, March 4, 2005
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • March 5, 2005

5. Davis Bacon, Safe Harbor & Top-Heavy

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

6. Qpam - 84-14

   By fidu, February 15, 2002
   • 0 replies
   • 1.7k views
   • 
   • fidu
   • February 15, 2002

7. VCP Submission Timing

   By Stash026, July 9, 2019
   • 6 replies
   • 1.7k views
   • 
   • Centerstage
   • July 17, 2019

8. 401k and DB Plan. Which contribution reduces compensation first?

   By KevinO, October 4, 2017   

   • db plan
   • 401k
   • (and 1 more)

     Tagged with:

     • db plan
     • 401k
     • compensation
   • 8 replies
   • 1.7k views
   • 
   • Mike Preston
   • December 6, 2017

9. "Satellite Group" Setting 401(k) P-S Plan Issues

   By billfgrady, May 30, 2003
   • 6 replies
   • 1.7k views
   • 
   • E as in ERISA
   • July 11, 2003

10. Rescinding Safe Harbor 401(k)

    By Lori H, March 24, 2010
    • 9 replies
    • 1.7k views
    • 
    • Kevin C
    • March 25, 2010

11. Accrual of benefits for plan using the elapsed time method for the purpose of sharing in allocations or contributions

    By Guest Jane Freeman, August 11, 2004
    • 3 replies
    • 1.7k views
    • 
    • R. Butler
    • August 11, 2004

12. Amount of Match Reduced By Profit Sharing Contribution?

    By KJohnson, February 2, 2000
    • 8 replies
    • 1.7k views
    • 
    • MWeddell
    • February 7, 2000

13. Safe Harbor QNEC not made for HCE

    By TPA Bob, April 27, 2007
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 30, 2007

14. Company Sells Division Part of 401k Plan

    By Guest ROB VIDOVICH, June 13, 2003
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • June 13, 2003

15. After tax that should have been pre tax

    By Guest mkelly, May 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • May 15, 2002

16. Automatic 401(k) Enrollment

    By Guest Sheree Wynn, November 18, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 18, 1998

17. New Safe Harbor Plan by 10/1 & notice requirement

    By TPApril, September 23, 2022
    • 7 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • September 26, 2022

18. catch ups and non calendar year plan year

    By Guest mkelly, August 30, 2002
    • 4 replies
    • 1.7k views
    • 
    • kocak
    • September 5, 2002

19. Qualified Military Leave & 401(k) Plans

    By Guest Doug Rosing, June 8, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 8, 1999

20. DOL - Blackout periods

    By fidu, January 24, 2003
    • 2 replies
    • 1.7k views
    • 
    • fidu
    • January 24, 2003

21. Rollovers As Business Startups

    By mming, November 25, 2009
    • 6 replies
    • 1.7k views
    • 
    • mming
    • November 25, 2009

22. Benefits Exceeding Compensation

    By Guest jetfaninmn, February 13, 2006
    • 6 replies
    • 1.7k views
    • 
    • Kevin C
    • February 14, 2006

23. Top Heavy Question

    By MBCarey, April 24, 2009
    • 5 replies
    • 1.7k views
    • 
    • 12AX7
    • May 1, 2009

24. Plan imposed deferral limits for HCEs

    By cpc0506, February 16, 2015
    • 3 replies
    • 1.7k views
    • 
    • cpc0506
    • February 17, 2015

25. Top Heavy and Forfeiture Allocation

    By Guest Sheryl L, February 21, 2002
    • 1 reply
    • 1.7k views
    • 
    • Medusa
    • February 21, 2002

26. Forfeitures Used to Make Correction?

    By Guest shelterps, December 21, 2007
    • 3 replies
    • 1.7k views
    • 
    • pmacduff
    • December 26, 2007

27. Merging MP Plan into PS Plan - full vesting required?

    By Guest Richard Scheer, October 16, 2001
    • 3 replies
    • 1.7k views
    • 
    • Dave Baker
    • October 18, 2001

28. 401(k) Plan w/o NHCE

    By Hoard1, May 26, 2000
    • 6 replies
    • 1.7k views
    • 
    • MWeddell
    • May 30, 2000

29. Farmer John the Sole Proprietor

    By Guest Donkey Kong, May 7, 2002
    • 2 replies
    • 1.7k views
    • 
    • GBurns
    • May 11, 2002

30. What is the deadline for employer to make matching contribution to the plan

    By k man, March 28, 2005
    • 8 replies
    • 1.7k views
    • 
    • Lori Friedman
    • March 28, 2005

31. Basic SH Match & Discretionary Match

    By Guest 4:15 Limit, August 31, 2009
    • 5 replies
    • 1.7k views
    • 
    • MWeddell
    • September 3, 2009

32. deposit overages

    By Guest mk2308, September 20, 2004
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • September 21, 2004

33. Primary Residence Hardship Request

    By Guest kimvb, December 21, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 21, 2005

34. EGTRRA's impact on income averaging

    By Guest Ralph, July 18, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 18, 2001

35. IRS Audit- Power of Attorney

    By coleboy, August 29, 2019
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • August 30, 2019

36. 401(k) match reductions

    By Guest GSisson, October 9, 2001
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • October 9, 2001

37. egtra doc?

    By Guest New to the biz, July 16, 2011
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • July 19, 2011

38. Testing Method

    By Guest andmik, February 26, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 26, 2002

39. 415 limit and Match True-Up

    By Bill D., November 2, 2022
    • 6 replies
    • 1.7k views
    • 
    • bito'money
    • November 4, 2022

40. allocation of PS contribution for HCE's (timing)

    By k man, August 19, 2003
    • 6 replies
    • 1.7k views
    • 
    • R. Butler
    • August 20, 2003

41. Short plan year and testing

    By Guest CAM223, March 10, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 11, 2005

42. amendment to a SH plan

    By Guest plan admin questions, May 24, 2011
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • May 24, 2011

43. Safe Harbor - changed mind

    By Sully, December 15, 2010
    • 8 replies
    • 1.7k views
    • 
    • Sully
    • December 20, 2010

44. After-tax contribution deadline

    By BTG, July 6, 2021
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • January 2

45. changing plan year on a profit sharing plan

    By Lori H, April 12, 2005
    • 6 replies
    • 1.7k views
    • 
    • Lori H
    • April 15, 2005

46. Testing with a terminated participant

    By Guest slulla401k, January 23, 2007
    • 4 replies
    • 1.7k views
    • 
    • Below Ground
    • January 24, 2007

47. dol position on distribution fees

    By k man, July 13, 2004
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • July 14, 2004

48. Brokerage Account in 401k Plan

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

49. Is there a GUST Model Plan Amendment, and if so, where can I get it?

    By Guest T L Williamson, December 4, 1999
    • 5 replies
    • 1.7k views
    • 
    • Wessex
    • December 9, 1999

50. Deferrals in excess of plan document limit -- include in ADP? Are the

    By R. Butler, May 4, 2001
    • 2 replies
    • 1.7k views
    • 
    • Bob R
    • July 7, 2001