401(k) Plans

19,337 topics in this forum

1. Can a defaulted loan satisfy a minimum distribution?

   By Guest Frank Jackson, June 30, 1999
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • July 1, 1999

2. match made on payroll basis

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

3. Qpam - 84-14

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

4. 401(k) Testing

   By Guest mjakel, December 17, 2002
   • 7 replies
   • 1.7k views
   • 
   • Guest
   • December 20, 2002

5. Top Heavy required? When different elgibility dates for 401(k) and Pro

   By Guest William Lehman, April 21, 1999
   • 4 replies
   • 1.7k views
   • 
   • Earl
   • December 2, 1999

6. Benefits Exceeding Compensation

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

7. deferrals not being taken on "FFCRA sick" wages

   By AlbanyConsultant, May 13, 2020
   • 4 replies
   • 1.7k views
   • 
   • AlbanyConsultant
   • May 13, 2020

8. 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

9. Prior Year ADP & Current Year ACP Testing

   By Guest ChopperPilot, February 19, 2003
   • 4 replies
   • 1.7k views
   • 
   • Mike Preston
   • February 20, 2003

10. Profit Share Contribution

    By coleboy, January 12, 2018
    • 7 replies
    • 1.7k views
    • 
    • coleboy
    • January 12, 2018

11. Max deferral

    By alexa, December 11, 2008
    • 4 replies
    • 1.7k views
    • 
    • alexa
    • December 12, 2008

12. Safe Harbor - changed mind

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

13. 401k deposit vs payroll timing for 1-person plan

    By TPApril, July 31, 2018
    • 10 replies
    • 1.7k views
    • 
    • Larry Starr
    • August 3, 2018

14. College Tuition & Hardship

    By Guest SWH, January 20, 2010
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 20, 2010

15. One-person "Solo-K" Plan - part time employee

    By Tinman, December 16, 2016
    • 9 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • December 16, 2016

16. In-Service Distribution - Protected Benefit

    By Vlad401k, December 14, 2018
    • 3 replies
    • 1.7k views
    • 
    • Larry Starr
    • December 15, 2018

17. Plan imposed deferral limits for HCEs

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

18. delay in implementing an amendment

    By K2retire, June 26, 2013
    • 9 replies
    • 1.7k views
    • 
    • QDROphile
    • June 27, 2013

19. 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

20. egtra doc?

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

21. Forfeitures in Safe Harbor 401(k) Plan

    By Guest dcb, December 13, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 27, 2002

22. Rollover from traditional IRA to 401(k) plan

    By Guest TaxedToDeath, October 3, 2011
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 3, 2011

23. My company sold in a stock sale. I want to roll my 401K over to anothe

    By Guest spike, December 10, 1999
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • December 11, 1999

24. RMD taken, but not reported

    By Zoey, April 13, 2021
    • 13 replies
    • 1.7k views
    • 
    • Zoey
    • May 19, 2021

25. New 402(g) Limits for Non-CY Plans

    By davef, June 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • Bob R
    • June 22, 2001

26. RESTRUCTURING FOR ADP/ACP. 7 ELIGIBLE PARTICIPANTS.

    By Lori H, May 2, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 2, 2005

27. Transition Safe Harbor 401k to solo 401k?

    By jpdrews, June 16, 2023
    • 8 replies
    • 1.7k views
    • 
    • jpdrews
    • June 21, 2023

28. 401(k) participation for Brazilian citizen

    By Guest DDDlump, May 22, 2002
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • May 22, 2002

29. Qualified Military Leave & 401(k) Plans

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

30. ADP Test Issue

    By Guest t936, October 14, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 17, 2005

31. Safe Harbor QNEC not made for HCE

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

32. ACP and Excess Annual Additions

    By Guest PJW, August 20, 2002
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • August 21, 2002

33. ACP earnings

    By Guest Phil Schwartz, March 5, 2006
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • March 17, 2006

34. DOL - Blackout periods

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

35. Loan

    By cdavis25, April 7, 2016
    • 11 replies
    • 1.7k views
    • 
    • 401_noob
    • April 12, 2016

36. deposit overages

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

37. After tax that should have been pre tax

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

38. ADP failure, HCE took hardship in prior year

    By Guest Emiman, May 27, 2004
    • 3 replies
    • 1.7k views
    • 
    • pmacduff
    • June 1, 2004

39. Employer Match as Roth - As Per Secure 2.0

    By metsfan026, December 12, 2023
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • January 9, 2024

40. late deposit next steps?

    By cripp12, December 14, 2016
    • 11 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • December 16, 2016

41. Can expenses associated with a pooled account option be taken pro-rata

    By John A, February 14, 2001
    • 6 replies
    • 1.7k views
    • 
    • RCK
    • February 14, 2001

42. catch ups and non calendar year plan year

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

43. Reporting Removal of Excess Deferrals

    By Guest Rob Walter, May 19, 2000
    • 1 reply
    • 1.7k views
    • 
    • Alf
    • May 20, 2000

44. EGTRRA and off-calendar plan years

    By Guest T-BONE, August 14, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 16, 2001

45. Testing Method

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

46. Plan Termination - Short Plan Year

    By Vlad401k, October 16, 2017
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • October 16, 2017

47. Plan Termination - What to do with really small account balances (under $1.00)?

    By waid10, August 13, 2024
    • 5 replies
    • 1.7k views
    • 
    • Peter Gulia
    • August 13, 2024

48. Prohibited Transactions

    By Guest Fidu2, April 4, 2003
    • 10 replies
    • 1.7k views
    • 
    • Demosthenes
    • April 16, 2003

49. Role of TPA as party to trust agreement

    By Luke Bailey, March 17, 2021
    • 3 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • March 22, 2021

50. "Evergreen" election to correct failing ADP / ACP test.

    By Jean, November 5, 2002
    • 5 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • November 6, 2002