401(k) Plans

19,337 topics in this forum

1. life insurance in a plan

   By PensionNewbee, March 26, 2004
   • 8 replies
   • 1.6k views
   • 
   • Lame Duck
   • March 30, 2004

2. HCE catch up and IRA contributions

   By jmartin, August 25, 2011
   • 2 replies
   • 1.6k views
   • 
   • jevd
   • August 25, 2011

3. SHNE failed ACP Test

   By pixmax, January 30, 2009
   • 2 replies
   • 1.6k views
   • 
   • Jim Chad
   • January 31, 2009

4. Maximum benefit at minimum salary

   By Guest Ed Walker, October 3, 2002
   • 5 replies
   • 1.6k views
   • 
   • Mike Preston
   • October 5, 2002

5. Is a partner's plan compensation for a 401(k) computed without regard to deferrals or is it net of deferrals?

   By Guest mjn, February 3, 2004
   • 5 replies
   • 1.6k views
   • 
   • Mike Preston
   • February 4, 2004

6. Can a plan document be changed to allow the deferral of a bonus with n

   By Guest Sara H, February 26, 1999
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • March 4, 1999

7. Multiple employer plan and termination

   By Guest friedbrain, August 24, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • August 26, 1999

8. Safe Harbor Question

   By Archimage, August 26, 2003
   • 13 replies
   • 1.6k views
   • 
   • Archimage
   • August 28, 2003

9. plan administrator suspicious

   By k man, May 11, 2006
   • 4 replies
   • 1.6k views
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   • wsp
   • May 11, 2006

10. Exclusion of Employees

    By Guest WyrickL, October 10, 2002
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • October 11, 2002

11. Age Based Tiered Match

    By Guest IRISH79, June 18, 2007
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • June 18, 2007

12. Giveaways to encourage enrollment

    By austin3515, March 17, 2005
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • March 18, 2005

13. Partnership 401(k)

    By jkharvey, March 30, 2001
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • March 31, 2001

14. Should a terminated participant terminated before changing vesting sch

    By Guest Rob Morgan, June 22, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 23, 1999

15. 401(k)Billing Software

    By Guest TAM, January 19, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • January 20, 1999

16. SH implemented at mid year

    By Jakyasar, April 27, 2020
    • 5 replies
    • 1.6k views
    • 
    • Dan
    • June 12, 2020

17. Deadlines for new plans (2022)

    By 401kay, August 16, 2022
    • 11 replies
    • 1.6k views
    • 
    • Bri
    • August 22, 2022

18. Safe Harbor auto enrollment

    By Guest TrustMe401k, September 28, 2006
    • 2 replies
    • 1.6k views
    • 
    • four01kman
    • September 28, 2006

19. distributable event?

    By wsp, November 7, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 14, 2002

20. maximum contributions w/o being discrimnatory!

    By Guest THOMAS TIERNEY, March 15, 2001
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • March 16, 2001

21. Gateway ? for various dc scenarios

    By abanky, March 14, 2007
    • 2 replies
    • 1.6k views
    • 
    • abanky
    • March 14, 2007

22. Last year for selecting Current Year/Prior Year Testing

    By Guest AdminFL, February 1, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 1, 2002

23. Question related to Benefits, rights and features

    By jkharvey, November 28, 2004
    • 4 replies
    • 1.6k views
    • 
    • AndyH
    • November 29, 2004

24. incorrect testing

    By K2retire, June 21, 2016
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 27, 2016

25. DATAIR 401(k) ADP Test Result

    By Guest ChopperPilot, March 4, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 2003

26. Coverage Failure

    By justatester, April 1, 2009
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • April 3, 2009

27. Top Heavy contribution to a new participant vs. contributions to the r

    By Guest SJPrince, September 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 2, 2000

28. top-heavy minimum to key employees

    By Guest ERIC STRAND, January 21, 2003
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 22, 2003

29. safe harbor 401k with almost no eligibility requirements

    By Santo Gold, June 13, 2005
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 13, 2005

30. Orphan Match / Individual 402g Limit

    By austin3515, December 1, 2021
    • 8 replies
    • 1.6k views
    • 
    • austin3515
    • December 13, 2022

31. PPA Accelerated Vesting

    By Guest lvegas, December 28, 2006
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 29, 2006

32. How to code 1099 for ADP refund all Roth

    By Jim Chad, January 7, 2011
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 7, 2011

33. Safe harbor 3% non-elective contributions - "traditional" vs "QACA"

    By Combo Program Specialist, November 13, 2019   

    • qaca
    • safe harbor
    • (and 4 more)

      Tagged with:

      • qaca
      • safe harbor
      • safe harbor 401k
      • 3%shnec
      • 3%
      • safe harbor non-elective
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 15, 2019

34. ADP testing requirement for merging plans.

    By Dan, June 28, 2004
    • 1 reply
    • 1.6k views
    • 
    • Archimage
    • June 28, 2004

35. Vesting issues...

    By Guest RONNIE WASEL, November 18, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 18, 2002

36. SCP while under audit

    By jpod, January 12, 2007
    • 3 replies
    • 1.6k views
    • 
    • 401_4_ever
    • January 12, 2007

37. SAR for welfare plan mostly self-insured

    By Guest Dolores, September 23, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 23, 2007

38. 401(k) Plans

    By Guest Karenm, August 29, 2007
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • August 30, 2007

39. Catch-Up Contributions and Plan Imposed Limits

    By Guest Paul Hinderegger, March 14, 2002
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • March 15, 2002

40. Compensation issue

    By Guest jetfaninmn, March 3, 2006
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 6, 2006

41. Operational failure of involuntary cash-outs and rollovers

    By 30Rock, April 8, 2025
    • 10 replies
    • 1.6k views
    • 
    • 30Rock
    • April 11, 2025

42. Safe Harbor Excess Match Amount

    By Guest HHR, June 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 4, 2002

43. ACP Test

    By Guest AJR, January 8, 2003
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • January 10, 2003

44. Maxing Annual Additions Plus Funding Backdoor Roth

    By AJC, September 8, 2020
    • 8 replies
    • 1.6k views
    • 
    • acm_acm
    • September 10, 2020

45. Interaction of SIMPLE, SEP, and 401(k) limits (long)

    By UM1234, August 27, 2014
    • 2 replies
    • 1.6k views
    • 
    • Flyboyjohn
    • August 28, 2014

46. What to do with old clearing account assets?

    By Guest smstls, February 19, 2005
    • 3 replies
    • 1.6k views
    • 
    • Alf
    • February 24, 2005

47. Frequency of participant hardship distributions.

    By Guest JFC, January 11, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 11, 2000

48. Loan Fees

    By Guest LBH, August 30, 1999
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • September 23, 1999

49. Are Roth 401(k) Contributions Made Net of Tax?

    By Alf, October 11, 2005
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • October 11, 2005

50. Payroll periods crossing over plan years - what to include in each yea

    By John A, February 11, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 12, 2002