401(k) Plans

19,321 topics in this forum

1. 401(k) Safe Harbor plan - newly acquired adopting employer

   By Guest usafa89, December 3, 2010
   • 4 replies
   • 1.7k views
   • 
   • GMK
   • December 16, 2010

2. Simple Plans

   By Jilliandiz, May 24, 2005
   • 6 replies
   • 1.7k views
   • 
   • Guest
   • June 3, 2005

3. Ratio Percentage Test

   By billfgrady, January 20, 2004
   • 4 replies
   • 1.7k views
   • 
   • billfgrady
   • January 21, 2004

4. Automatic 401(k) Enrollment

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

5. Can ADP QNEC correction exceed 402(g)?

   By Dalai Pookah, October 27, 2023
   • 14 replies
   • 1.7k views
   • 
   • Bri
   • October 30, 2023

6. Can an individual without an EIN set up a plan?

   By AKconsult, December 26, 2018
   • 15 replies
   • 1.7k views
   • 
   • FPGuy
   • January 2, 2019

7. QACA and 1 Year Wait

   By Guest Pension Girl, January 14, 2010
   • 1 reply
   • 1.7k views
   • 
   • MWeddell
   • January 26, 2010

8. Survey of Match Arrangements

   By Guest Lucie, February 8, 2000
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • August 23, 2002

9. Employer Contribution Made in Error

   By Guest LisaPA, September 28, 2001
   • 2 replies
   • 1.7k views
   • 
   • david rigby
   • September 28, 2001

10. Amendment to pass 410(b)

    By jquazza, February 3, 2004
    • 5 replies
    • 1.7k views
    • 
    • jquazza
    • February 6, 2004

11. Help needed with company stock match question

    By Guest bbaudo, November 11, 2002
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • November 13, 2002

12. Plan status after acquisition?

    By Guest KRS401k, May 12, 2009
    • 10 replies
    • 1.7k views
    • 
    • K2retire
    • May 13, 2009

13. Correcting deferrals on non-deferrable comp.

    By Guest Bud, December 3, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 3, 2002

14. Union employees & standardized prototype

    By Jean, September 2, 1999
    • 4 replies
    • 1.7k views
    • 
    • KJohnson
    • September 3, 1999

15. Does anyone have a good checklist of things to ask the client for when

    By Guest Juracek, December 20, 1999
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • December 29, 1999

16. In the SPD of a cross-tested plan (several different profit sharing co

    By k man, July 12, 2000
    • 1 reply
    • 1.7k views
    • 
    • actuarysmith
    • July 12, 2000

17. Add-in Mandatory Cash-out

    By Guest ebailey, April 30, 2009
    • 2 replies
    • 1.7k views
    • 
    • Christine Roberts
    • March 7, 2011

18. SH Plan Eligibility- Excluding EEs in Controlled Group

    By kshawbenefits, March 7, 2019
    • 9 replies
    • 1.7k views
    • 
    • Kevin C
    • March 8, 2019

19. Tiered Match

    By Guest Boilerburm1, February 9, 2007
    • 5 replies
    • 1.7k views
    • 
    • blue
    • February 12, 2007

20. ADP refunds following a hardship

    By K2retire, March 12, 2010
    • 2 replies
    • 1.7k views
    • 
    • rcline46
    • March 15, 2010

21. foreign language assistance

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

22. Demonstration 9

    By Guest carsca, October 17, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 25, 2001

23. Plan Sponsor For Years Over Contributed to 401(k)

    By Cardscrazy, May 2, 2019   

    • 401k
    • 401(m)
    • (and 3 more)

      Tagged with:

      • 401k
      • 401(m)
      • 401(a)(17)
      • vcp/epcrs correction
      • match formula
    • 13 replies
    • 1.7k views
    • 
    • Cardscrazy
    • May 6, 2019

24. LLC members & loans

    By Guest pinsall, June 4, 2000
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • June 8, 2000

25. Roth Rollover to 401(k) Plan

    By 52626, January 20, 2015
    • 3 replies
    • 1.7k views
    • 
    • austin3515
    • January 22, 2015

26. If a person owns EXACTLY 5% of the plan sponsor, is he or she a "

    By Guest CGBS, October 19, 2000
    • 1 reply
    • 1.7k views
    • 
    • Alf
    • October 19, 2000

27. Over Paid Match

    By Guest lgm, February 10, 2006
    • 6 replies
    • 1.7k views
    • 
    • stephen
    • February 13, 2006

28. Testing with a terminated participant

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

29. Loan Repayments

    By Guest basilb, July 21, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 22, 2005

30. Safe Harbor Match on Catch-UP Contributions

    By Guest pcohen, November 1, 2005
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 2, 2005

31. 410(b) violation - how to best correct

    By Guest Marjorie Rogers, May 1, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 8, 1999

32. 415 correction

    By Guest nlamorte, November 9, 2009
    • 1 reply
    • 1.7k views
    • 
    • BG5150
    • November 10, 2009

33. Plan Loans

    By Guest caseyb, August 22, 2008
    • 7 replies
    • 1.7k views
    • 
    • austin3515
    • August 23, 2008

34. Amount of Match Reduced By Profit Sharing Contribution?

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

35. Safe Harbor notice PRIOR to the 90 day period

    By Belgarath, October 23, 2003
    • 5 replies
    • 1.7k views
    • 
    • R. Butler
    • October 24, 2003

36. Quick eligibility for deferral, 1 year for safe harbor match - top heavy issue?

    By Tom, August 8, 2023
    • 6 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • August 9, 2023

37. Rule of 78 for 401(k) loans

    By Guest David_R, August 30, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 12, 2000

38. Discretionary Match

    By Randy Watson, January 4, 2007
    • 5 replies
    • 1.7k views
    • 
    • JanetM
    • January 4, 2007

39. Forfeiture allocation timing

    By Guest EPS2, March 13, 2009
    • 1 reply
    • 1.7k views
    • 
    • Jim Chad
    • March 13, 2009

40. 401(k) for an unincorporated business

    By Lori H, June 12, 2003
    • 4 replies
    • 1.7k views
    • 
    • Lori H
    • July 2, 2003

41. Self Employed

    By Randy Watson, May 26, 2006
    • 7 replies
    • 1.7k views
    • 
    • Belgarath
    • June 7, 2006

42. safe harbor plan start-up and 3-month rule

    By Tom, July 2, 2018
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • July 2, 2018

43. Suspensing Money

    By Guest andmik, September 8, 2008
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • September 12, 2008

44. 1004 hours worked in 2004, paid for 995 in 2004

    By Guest 401ksrus, January 12, 2005
    • 2 replies
    • 1.7k views
    • 
    • Ron Snyder
    • January 13, 2005

45. Top Heavy Question

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

46. Safe Harbor 401(k) Plan

    By Guest Joe Vasko, January 5, 2002
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • January 7, 2002

47. Election not to Participate

    By Guest Vons, May 19, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 19, 1999

48. If a safe harbor 401(k) p/s plan allows discretionary p/s contribution

    By Guest Thornton, January 31, 2003
    • 4 replies
    • 1.7k views
    • 
    • 2muchstress
    • February 4, 2003

49. Safe Harbor 401(k) Plans - usual to provide contributions to HCEs as w

    By John A, January 10, 2002
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 22, 2002

50. Required Minimum Distributions

    By Guest hitt24, March 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 15, 2001