401(k) Plans

19,275 topics in this forum

1. Stupid Questions - Catch-Ups

   By Guest Chaffee, September 21, 2004
   • 8 replies
   • 1.6k views
   • 
   • QDROphile
   • September 24, 2004

2. ADP/ACP refund check was lost

   By Guest ppapdx, March 20, 2013
   • 2 replies
   • 1.6k views
   • 
   • Bird
   • March 21, 2013

3. missed match on lost salary deferral opportunity

   By cpc0506, September 21, 2015
   • 3 replies
   • 1.6k views
   • 
   • BG5150
   • October 5, 2015

4. Employee wants to terminate service to avoid loan repayment

   By katie58, October 15, 2011
   • 6 replies
   • 1.6k views
   • 
   • katie58
   • October 18, 2011

5. Life insurance distribution from a PSP

   By Guest JohnSB, April 14, 2006
   • 1 reply
   • 1.6k views
   • 
   • Bill Presson
   • April 15, 2006

6. sale of assets of corporation

   By k man, August 9, 2000
   • 1 reply
   • 1.6k views
   • 
   • pjkoehler
   • August 9, 2000

7. My company has a 401k plan, our new owner (a corp) does not have or wa

   By Guest e bercot, January 20, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • January 20, 2000

8. Beneficiary - non profit?

   By cdavis25, June 18, 2015
   • 4 replies
   • 1.6k views
   • 
   • austin3515
   • December 29, 2016

9. ADP Test and Refunds

   By ratherbereading, January 28, 2021
   • 7 replies
   • 1.6k views
   • 
   • Mike Preston
   • January 28, 2021

10. Role of TPA as party to trust agreement

    By Luke Bailey, March 17, 2021
    • 3 replies
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • March 22, 2021

11. Gap period interest on excess deferrals

    By Just Me, July 11, 2005
    • 4 replies
    • 1.6k views
    • 
    • MWeddell
    • July 29, 2005

12. Eligibility Issue

    By Guest padmin, October 2, 2006
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • October 2, 2006

13. Safe Harbor Match on pre-tax and Roth deferrals

    By BG5150, September 11, 2019
    • 11 replies
    • 1.6k views
    • 
    • Belgarath
    • September 13, 2019

14. California 402(g) Limit

    By Guest susan w, February 19, 2002
    • 4 replies
    • 1.6k views
    • 
    • MGB
    • February 19, 2002

15. 401(a)...what is it?

    By Guest bouncingsoul, October 6, 2005
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 8, 2005

16. 404 Deduction Limit

    By Guest JB2, December 1, 1998
    • 1 reply
    • 1.6k views
    • 
    • Chester
    • December 1, 1998

17. Late Deferral - 5330 Filling - Multiple Plan Year

    By EagerToKnow, January 14, 2020   

    • 5330
    • late deferral
    • (and 1 more)

      Tagged with:

      • 5330
      • late deferral
      • excise tax
    • 5 replies
    • 1.6k views
    • 
    • mattmc82
    • June 1, 2020

18. What does between 5 and 10 mean?

    By austin3515, February 17, 2015
    • 9 replies
    • 1.6k views
    • 
    • imchipbrown
    • March 16, 2015

19. Can participants minimize their taxes when taking MRD's?

    By Guest Rob Walter, October 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • October 13, 2000

20. Retroactive 2006 match amendment?

    By Guest FAQ, March 27, 2007
    • 2 replies
    • 1.6k views
    • 
    • namealreadyinuse
    • March 29, 2007

21. Aggregation of excess deferrals of unrelated plans?

    By Guest LDH1, May 19, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 19, 2000

22. Salary Research

    By Guest CAadmin, April 19, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2006

23. New provision for(k)s for 1999

    By Guest ROUSE, January 6, 1999
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • January 7, 1999

24. What problems do you face if you use Matching Contributions to satisfy

    By Guest Kevin Plymyer, February 2, 2001
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • February 6, 2001

25. Implementing Salary Deferral Elections

    By Guest TPAStacey, August 1, 2007
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • August 1, 2007

26. PTE 98-54 & 94-20

    By Guest Fidu2, July 10, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 10, 2003

27. Plan Administrator Communication Responsibilities

    By Guest Marcy L, December 10, 2001
    • 1 reply
    • 1.6k views
    • 
    • Larry M
    • December 11, 2001

28. Plan fees

    By Guest Clain, August 28, 2001
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • August 29, 2001

29. Compensation

    By Nassau, February 19, 2014
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 19, 2014

30. New 2002 Vesting schedule

    By Guest Michael Anderson, January 7, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 10, 2002

31. plan loans for family members

    By Guest sheadan, March 29, 2001
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 30, 2001

32. 1.410(b)-7(c)(1)

    By lexi, March 27, 2007
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • March 27, 2007

33. When are Participant Statements due?

    By Hoard1, June 2, 1999
    • 5 replies
    • 1.6k views
    • 
    • Hoard1
    • June 4, 1999

34. Defining Key Employees in 2002

    By Guest GMedley, November 7, 2001
    • 2 replies
    • 1.6k views
    • 
    • stephen
    • November 7, 2001

35. Solo 401k

    By DP, December 16, 2003
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • December 17, 2003

36. Automatic Enrollment Elections and Rehired Participants

    By Guest aclark3, October 26, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 26, 2004

37. HCE Exclusion in 401(k) Plan

    By Hoard1, February 23, 2000
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • February 24, 2000

38. Can the trustee disallow 401k contributions from HCE's that would impact the ADP test?

    By Guest chris4013, March 5, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2005

39. Settlement Compensation

    By Guest Golden K, October 23, 2009
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • October 23, 2009

40. Deferrals on Compensation above 401(a)(17) limit

    By James Matt Ullakko, November 24, 2005
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • November 25, 2005

41. DOL examination

    By Guest lbz123, January 5, 2010
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • January 12, 2010

42. Waiver of 10% penalty for Disability

    By Jennifer D., July 8, 2014
    • 4 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • July 8, 2014

43. Omission of Eligible Employee

    By MarZDoates, January 26, 2006
    • 4 replies
    • 1.6k views
    • 
    • J. Bringhurst
    • February 1, 2006

44. Veba

    By fidu, June 13, 2002
    • 4 replies
    • 1.6k views
    • 
    • fidu
    • June 13, 2002

45. 401(k) top heavy exception

    By Guest wcoleman, May 21, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 21, 2003

46. Calendar year plan terminating as of 9/30/2003; has a last-day-of-the-plan-year employment requirement for allocations; top-heavy minimum contribution required?

    By Guest StoneWalk, September 25, 2003
    • 9 replies
    • 1.6k views
    • 
    • 401 Chaos
    • September 30, 2003

47. Admin Error - Effect on 5500

    By Guest liljunebug, March 14, 2008
    • 6 replies
    • 1.6k views
    • 
    • Earl
    • March 23, 2008

48. hardship grossed up for taxes

    By AlbanyConsultant, May 30, 2023
    • 7 replies
    • 1.6k views
    • 
    • Peter Gulia
    • June 5, 2023

49. 410(b) Coverage Testing Issue w/ Safe harbor Allocation vs. Top Heavy Minimums

    By Guest RDS METRO, March 25, 2004
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 25, 2004

50. Top paid group election and union employees

    By Earl, May 6, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 7, 2004