401(k) Plans

19,275 topics in this forum

1. Existing P/S Plan With CODA adopting Safe Harbor Provisions

   By Guest ROB VIDOVICH, January 10, 2002
   • 1 reply
   • 1.5k views
   • 
   • John A
   • January 10, 2002

2. Existing P/S with Coda and Match Provision. Plan Fails ADP/ACP Refund

   By Guest ROB VIDOVICH, January 11, 2002
   • 3 replies
   • 1.5k views
   • 
   • Tom Poje
   • January 11, 2002

3. Existing Sep, add SoloK, Possible Controlled group

   By K-t-F, November 23, 2004
   • 4 replies
   • 1.4k views
   • 
   • Appleby
   • November 24, 2004

4. Existing solo 401k but has employees

   By Jakyasar, November 5, 2021
   • 10 replies
   • 1.3k views
   • 
   • chc93
   • November 12, 2021

5. Exiting Safe Harbor 401(k)

   By mariemonroe, February 9, 2007
   • 2 replies
   • 1.9k views
   • 
   • Tom Poje
   • February 12, 2007

6. Expand SH 401(k) to related entities during year?

   By shERPA, April 16, 2014
   • 3 replies
   • 1.6k views
   • 
   • Tom Poje
   • April 17, 2014

7. expatriates and coverage

   By gregburst, May 8, 2023
   • 2 replies
   • 949 views
   • 
   • CuseFan
   • May 9, 2023

8. Expense charges on my 401K plan

   By Guest rodeo618, October 21, 2003
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • October 21, 2003

9. Expenses paid from plan

   By Guest KeithinClev, January 20, 2004
   • 3 replies
   • 1.3k views
   • 
   • Belgarath
   • January 20, 2004

10. ExpertPlan Pulling Plug On Website - Thanks Ascensus!

    By austin3515, January 5, 2016
    • 18 replies
    • 13.5k views
    • 
    • carabelli@gmail.com
    • December 10, 2020

11. Expiration Date of Duly Executed Election Form

    By Christopher, June 5, 2018
    • 1 reply
    • 486 views
    • 
    • Madison71
    • June 5, 2018

12. Expired I140 Cheque and reissue

    By krishna182, September 25, 2017
    • 2 replies
    • 1.3k views
    • 
    • ESOP Guy
    • September 25, 2017

13. Extend 5 year general purpose loan?

    By oldman, February 13, 2012
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • August 22, 2014

14. Extended Periods for Plan Loan Offsets

    By Madison71, January 4, 2018
    • 0 replies
    • 799 views
    • 
    • Madison71
    • January 4, 2018

15. Extended restatement deadline?

    By Guest danwintz, December 18, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 18, 1999

16. Extending Initial Plan Year to Avoid Short Plan Year

    By 401 Chaos, December 22, 2009
    • 2 replies
    • 1.2k views
    • 
    • 401 Chaos
    • December 30, 2009

17. External employees (contractors) being paid W2

    By jkdoll2, October 23, 2020
    • 2 replies
    • 1.1k views
    • 
    • Alonzo Church
    • October 23, 2020

18. extra contribution for former DB participants

    By mariemonroe, September 29, 2008
    • 5 replies
    • 1.1k views
    • 
    • Jim Chad
    • October 1, 2008

19. extra contributions

    By eilano, August 3, 2006
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • August 4, 2006

20. Extra deferral deposited during the year

    By Jakyasar, October 10, 2023
    • 7 replies
    • 946 views
    • 
    • Jakyasar
    • October 10, 2023

21. Extra Loan Payments

    By Guest RMPension, June 9, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 9, 2005

22. Extra Match causing 415 violations/testing problems in off plan year.

    By Guest Brenda Schachle, May 16, 2001
    • 7 replies
    • 2.3k views
    • 
    • M R Bernardin
    • May 18, 2001

23. FACTA - Indentity Theft Red Flags Rule

    By k man, July 31, 2009
    • 1 reply
    • 1.1k views
    • 
    • MSN
    • July 31, 2009

24. Facts & Circumstances Hardship under audit

    By BG5150, January 4, 2023
    • 5 replies
    • 1.1k views
    • 
    • bito'money
    • January 6, 2023

25. 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

26. Fail ADP with Plan Limit

    By Guest carsonv, March 15, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 15, 2006

27. Failed 2016 ADP Test and Top Heavy Contribution Not Made

    By msmith, September 11, 2018
    • 2 replies
    • 526 views
    • 
    • msmith
    • September 13, 2018

28. Failed 401(k) Test and Rollover

    By 52626, September 30, 2013
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • September 30, 2013

29. Failed ACP Match Refunds

    By Coleboy1, February 24, 2022
    • 3 replies
    • 992 views
    • 
    • Bri
    • March 10, 2022

30. Failed ACP refund - forfeiture or refund?

    By Santo Gold, October 2, 2012
    • 16 replies
    • 13k views
    • 
    • imchipbrown
    • March 11, 2013

31. Failed ACP test correction needed but match not funded

    By Tom, March 4
    • 4 replies
    • 780 views
    • 
    • jsample
    • March 5

32. Failed ACP Test one year later

    By cpc0506, January 17, 2011
    • 1 reply
    • 910 views
    • 
    • BG5150
    • January 17, 2011

33. Failed ACP Test- Plan Termination

    By Guest UKH, March 27, 2002
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • March 28, 2002

34. Failed ADP

    By Guest pensiondoc, February 26, 1999
    • 10 replies
    • 2.2k views
    • 
    • Disco Stu
    • March 27, 2002

35. Failed ADP

    By Guest lindamichals, June 24, 2003
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • June 24, 2003

36. Failed ADP

    By Guest BarbaraG, February 18, 2011
    • 15 replies
    • 6.1k views
    • 
    • Lou S.
    • March 3, 2011

37. Failed ADP

    By thepensionmaven, October 10, 2017
    • 4 replies
    • 920 views
    • 
    • thepensionmaven
    • October 11, 2017

38. Failed ADP - Participant Deceased

    By PFranckowiak, February 13, 2012
    • 4 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • February 13, 2012

39. Failed ADP - Recharacterization

    By Guest Ted Kowalchuk, CFP, CFS,, March 14, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 14, 2006

40. Failed ADP and 401(m) Coverage

    By Guest Lawrenceg, August 6, 2007
    • 2 replies
    • 1.1k views
    • 
    • PLAN MAN
    • August 6, 2007

41. Failed ADP and Match Calculation

    By Dazednconfused, January 5, 2011
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • January 18, 2011

42. Failed ADP making corrective distribution of Deferral, how do I handle

    By Guest Don J. Smith, January 21, 2000
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • January 21, 2000

43. Failed ADP oops it really passed

    By 401KsRme, May 6
    • 2 replies
    • 959 views
    • 
    • 401KsRme
    • May 7

44. Failed ADP Partner deferral not deposited yet

    By SheilaD, March 7, 2013
    • 0 replies
    • 963 views
    • 
    • SheilaD
    • March 7, 2013

45. Failed ADP refund question

    By fiona1, April 2, 2004
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • April 2, 2004

46. Failed ADP test

    By Guest Lil Anderson, March 31, 2011
    • 1 reply
    • 969 views
    • 
    • Lou S.
    • March 31, 2011

47. Failed ADP Test

    By coleboy, March 27, 2018
    • 15 replies
    • 2.9k views
    • 
    • Bird
    • April 2, 2018

48. Failed ADP Test

    By goldtpa, March 1, 2004
    • 1 reply
    • 1.9k views
    • 
    • jquazza
    • March 1, 2004

49. Failed ADP test

    By Guest velll, July 6, 2004
    • 8 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 14, 2004

50. Failed ADP Test

    By goldtpa, October 27, 2010
    • 8 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 28, 2010