401(k) Plans

19,275 topics in this forum

1. Prevailing Wage

   By Guest Tbrown, January 10, 2007
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • January 13, 2007

2. Excess matching contributions

   By Guest ERISA_kid, September 30, 2004
   • 1 reply
   • 1.6k views
   • 
   • Brian Gallagher
   • September 30, 2004

3. Software needed to manage participant loans in 401(k) plans.

   By Guest jrhodes, November 11, 2000
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • November 23, 2000

4. SEP, Keogh and 401(k)...I need help quick!

   By Guest THess, January 28, 2005
   • 1 reply
   • 1.6k views
   • 
   • jevd
   • January 28, 2005

5. eligibility for safe harbor 401(K)

   By thepensionmaven, December 13, 1999
   • 1 reply
   • 1.6k views
   • 
   • Ervin Barham
   • December 14, 1999

6. ADP refunds after the participant distributed.

   By Guest JennNew, February 26, 2003
   • 1 reply
   • 1.6k views
   • 
   • ccassetty
   • February 27, 2003

7. Eliminating 4972 Excise Tax in 401(k) Plan

   By Guest OHH, October 29, 2002
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • October 29, 2002

8. Controlled Group Document Issues

   By Guest Midas, April 8, 2005
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • April 8, 2005

9. What is proper key employee compensation for a fiscal year plan?

   By Guest 410b, June 24, 2009
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • June 25, 2009

10. Money Purchase to 401k

    By Dazednconfused, January 18, 2010
    • 8 replies
    • 1.6k views
    • 
    • D Lewis
    • January 19, 2010

11. Cross-Tested SafeHarbor 401(k)

    By Guest Fuzzy, December 12, 2002
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • December 18, 2002

12. loans and plan documents

    By Guest MTransue, October 2, 2002
    • 4 replies
    • 1.6k views
    • 
    • actuarysmith
    • October 2, 2002

13. We have a plan that is going to allow participants to rollover their loans from their previous employer into this plan. What documentation needs to be done?

    By Guest mmc, April 20, 2005
    • 6 replies
    • 1.6k views
    • 
    • RCK
    • April 21, 2005

14. Terminating Safe Harbor After Notice Sent but Before Year Starts

    By Guest DuChamp, December 26, 2012
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • December 28, 2012

15. Indirect Compensation

    By Guest RD73, March 14, 2008
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 2008

16. RMD for 5% owner accounting

    By matthny, March 23, 2023
    • 19 replies
    • 1.6k views
    • 
    • CuseFan
    • March 27, 2023

17. Over Match

    By Safeharbor29, June 8, 2015   

    • correction
    • safe harbor
    • (and 1 more)

      Tagged with:

      • correction
      • safe harbor
      • compensation limit
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • June 10, 2015

18. HCE Determinination

    By Safeharbor29, June 11, 2015   

    • HCE
    • nondiscrimination testing
    • (and 1 more)

      Tagged with:

      • HCE
      • nondiscrimination testing
      • equity firm
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • June 11, 2015

19. Revenue Procedure 94-22

    By Guest ars, January 19, 2000
    • 4 replies
    • 1.6k views
    • 
    • Michael Devault
    • January 21, 2000

20. 404 vs 415

    By Guest erepper, June 8, 2005
    • 8 replies
    • 1.6k views
    • 
    • Archimage
    • June 8, 2005

21. SH Plan Eligibility- Excluding EEs in Controlled Group

    By kshawbenefits, March 7, 2019
    • 9 replies
    • 1.6k views
    • 
    • Kevin C
    • March 8, 2019

22. Top Heavy 401(k)

    By Guest Tim Brown, September 13, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 14, 2000

23. Electronic Signature legislation

    By k man, October 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 4, 2000

24. late returning of excess contribution

    By Guest stillwater, April 5, 2006
    • 3 replies
    • 1.6k views
    • 
    • fiona1
    • April 5, 2006

25. Do 402(g) refunds count as ER contr for Key EEs when determining Top H

    By Guest GMedley, February 19, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 19, 2002

26. Timing of 401(k) deposits

    By Guest Tim Brown, September 21, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • September 22, 2000

27. ACP Test

    By Guest JEP, September 12, 2001
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • September 13, 2001

28. What is the typical 401(k) match in a small software company?

    By Guest Judy BrownWescott, March 22, 1999
    • 1 reply
    • 1.6k views
    • 
    • LCARUSI
    • March 23, 1999

29. Catch-up contributions

    By k man, January 9, 2002
    • 2 replies
    • 1.6k views
    • 
    • k man
    • January 9, 2002

30. 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
    • 1.6k views
    • 
    • Cardscrazy
    • May 6, 2019

31. QDRO Required?

    By Guest jvandyke, October 2, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 2, 2008

32. Frontloading 401(k) Deferrals

    By BTH, December 31, 2009
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • January 3, 2010

33. Excess Annual Addition

    By bzorc, February 6, 2019
    • 12 replies
    • 1.6k views
    • 
    • bzorc
    • February 11, 2019

34. Top heavy rules for 2002

    By Guest leigh.lindsey, July 16, 2001
    • 1 reply
    • 1.6k views
    • 
    • John A
    • July 26, 2001

35. Plan Sponsor ????

    By Guest tbt, August 3, 2001
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • August 6, 2001

36. Treatment of deferrals in excess of 402(g) limit ($10,000 in 1999) in

    By Guest PLHart, September 27, 2000
    • 2 replies
    • 1.6k views
    • 
    • MR
    • September 27, 2000

37. Increase your match, but fail to amend plan. What to do, what to do.

    By MR, September 28, 2000
    • 1 reply
    • 1.6k views
    • 
    • actuarysmith
    • September 28, 2000

38. 401(k) participation for Brazilian citizen

    By Guest DDDlump, May 22, 2002
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 22, 2002

39. safe harbor formula

    By Guest Tom Freeman, June 1, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • June 1, 1999

40. Cite for not being able to require 2 years for eligibility for safe-ha

    By John A, October 19, 2000
    • 3 replies
    • 1.6k views
    • 
    • Bill Berke
    • November 3, 2000

41. When is it better to make the 3% nonelective safe harbor contribution

    By chris, April 6, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • May 11, 2001

42. DoL Advisory Opinion Fee

    By Guest SCHAEFM2, May 29, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 4, 2003

43. Late Deferral Contributions

    By FishOn, December 5, 2023
    • 7 replies
    • 1.6k views
    • 
    • Paul I
    • December 5, 2023

44. Compensation Testing

    By Guest phy401k, January 13, 2009
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2009

45. Downloading daily trades

    By Guest Cas, November 3, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 3, 1998

46. Deceased employee with over $5000 balance. No bene, no kin to be found

    By Rocha, October 20, 2023
    • 11 replies
    • 1.6k views
    • 
    • Luke Bailey
    • October 24, 2023

47. Transition period for 401(k) Plan

    By Guest Scrappy, June 28, 2004
    • 1 reply
    • 1.6k views
    • 
    • alanm
    • June 30, 2004

48. Hardship withdrawals-down payment on home

    By Guest Lonnie Tomlin, November 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • R. Butler
    • November 20, 2001

49. ERISA Outline Book Qrtly Update

    By blue, March 1, 2007
    • 8 replies
    • 1.6k views
    • 
    • Don Levit
    • March 2, 2007

50. Professional Employer Organization

    By DLavigne, May 17, 2006
    • 4 replies
    • 1.6k views
    • 
    • ERISAnut
    • May 17, 2006