401(k) Plans

19,321 topics in this forum

1. Aggregation of excess deferrals of unrelated plans?

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

2. Excluded Employers of a 401(k) Plan

   By Guest RS Vatalaro, June 29, 1999
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • June 29, 1999

3. Waiving Eligiblity

   By austin3515, March 16, 2010
   • 5 replies
   • 1.6k views
   • 
   • austin3515
   • March 17, 2010

4. HCE Exclusion in 401(k) Plan

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

5. 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

6. Admin Error - Effect on 5500

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

7. PRE-ERISA LIMITATIONS ON SALARY DEFERRALS

   By Guest JennaJones, October 29, 2003
   • 9 replies
   • 1.6k views
   • 
   • TCWalker
   • October 30, 2003

8. Allocating cents to 401(k) subaccounts

   By Guest hk73, October 21, 2014
   • 7 replies
   • 1.6k views
   • 
   • Bird
   • October 23, 2014

9. Omission of Eligible Employee

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

10. Plan fees

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

11. Possible Automatic Extension for 5500's?

    By austin3515, July 22, 2010
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • July 26, 2010

12. 401(k) deferrals missed on a recent check

    By JKW, April 5, 2017
    • 7 replies
    • 1.6k views
    • 
    • Belgarath
    • April 6, 2017

13. Full year comp for a safe harbor plan? Two scenarios.

    By Guest, May 11, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 11, 2000

14. Employee 401k Funds Ques. - Company "Going Under"

    By Guest nroth, July 5, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • July 5, 2001

15. Automatic Enrollment Elections and Rehired Participants

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

16. Post Severance Compensation

    By PFranckowiak, June 4, 2009
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 5, 2009

17. Gap period interest on excess deferrals

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

18. 401k Loan Payments Not Stopped

    By apcf, October 24, 2019
    • 7 replies
    • 1.6k views
    • 
    • apcf
    • October 25, 2019

19. Coverage and BRF Testing

    By justatester, July 14, 2009
    • 4 replies
    • 1.6k views
    • 
    • justatester
    • July 16, 2009

20. DOL examination

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

21. Statistics on Failure of ACP/ADP?

    By Guest susan w, August 16, 1999
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • September 8, 1999

22. Highly Compensated

    By MBCarey, September 11, 2008
    • 8 replies
    • 1.6k views
    • 
    • BG5150
    • October 3, 2008

23. 3% Safe Harbor

    By mariemonroe, March 9, 2009
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 12, 2009

24. 401(k) top heavy exception

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

25. 3% Non-Elective Safe Harbor Contributions Effective before deferrals allowed?

    By actuarysmith, January 19, 2018
    • 5 replies
    • 1.6k views
    • 
    • Larry Starr
    • January 22, 2018

26. Eligibile to Participate, but no Allocation

    By JRG, June 24, 2011
    • 8 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • June 27, 2011

27. Funding solo 401(k) with IRA MRD's--Allowable?--?Double Taxation?

    By robbie, July 17, 2005
    • 4 replies
    • 1.6k views
    • 
    • robbie
    • July 18, 2005

28. OK for participant to designate his fraternity as the beneficiary of h

    By Guest, December 13, 1999
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • December 20, 1999

29. 401(k) with union employees

    By FJR, September 21, 2002
    • 2 replies
    • 1.6k views
    • 
    • jaemmons
    • September 23, 2002

30. Sole Props wanting 401(k) Plans

    By Guest Michael S. Ouellette, August 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • August 30, 2001

31. Combined Plan with Multiple Contribution Formulas

    By Guest Ralph, June 7, 2001
    • 3 replies
    • 1.6k views
    • 
    • PMC
    • June 8, 2001

32. When does distribution occur?

    By DLavigne, March 17, 2016
    • 4 replies
    • 1.6k views
    • 
    • Peter Gulia
    • March 21, 2016

33. 401K IRA rollover question

    By Guest LakeRick, July 2, 2003
    • 2 replies
    • 1.6k views
    • 
    • Harwood
    • July 2, 2003

34. Hardship Withdrawals

    By Guest west, January 28, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 28, 2003

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

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

36. Exclude employees based on Employment Classification

    By Alex Daisy, October 30, 2008
    • 3 replies
    • 1.6k views
    • 
    • BG5150
    • October 31, 2008

37. 401(k) for house hold employees

    By Guest A. Medjid, September 14, 2001
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • November 21, 2001

38. Eligibility

    By Guest andmik, January 8, 2013
    • 7 replies
    • 1.6k views
    • 
    • rcline46
    • January 11, 2013

39. Two trips up the 415 limit OK, if employed by more than one unrelated

    By Guest sue c, January 31, 2003
    • 1 reply
    • 1.6k views
    • 
    • MGB
    • January 31, 2003

40. Adding safe harbor 401(k) to profit sharing mid year.

    By Jim Chad, August 20, 2015
    • 4 replies
    • 1.6k views
    • 
    • Lou S.
    • August 20, 2015

41. odd match formula failing BRF?

    By AlbanyConsultant, August 25, 2015
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 9, 2015

42. Outline of concerns regarding the qualification status of my 401k plan

    By Guest Miller426, September 26, 2009
    • 6 replies
    • 1.6k views
    • 
    • Bird
    • September 28, 2009

43. What compensation is used for General Testing?

    By justatester, May 13, 2015
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • May 13, 2015

44. Multiple Employer 401(k) Plans

    By Guest msearle, November 8, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 7, 1999

45. 404(c) Protection/QDIA Protection

    By Nassau, August 13, 2008
    • 0 replies
    • 1.6k views
    • 
    • Nassau
    • August 13, 2008

46. Limitations On Allocation Rates

    By austin3515, January 18, 2013
    • 9 replies
    • 1.6k views
    • 
    • austin3515
    • January 22, 2013

47. Hardship Distributions

    By Guest bostonborn, January 3, 2008
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • January 7, 2008

48. Aggregation

    By CJS07, March 9, 2007
    • 5 replies
    • 1.6k views
    • 
    • J Simmons
    • May 30, 2007

49. Deferred Compensation

    By austin3515, February 11, 2016
    • 16 replies
    • 1.6k views
    • 
    • jpod
    • February 12, 2016

50. compensation and gateway

    By Chippy, June 20, 2014
    • 5 replies
    • 1.6k views
    • 
    • MWeddell
    • June 23, 2014