401(k) Plans

19,275 topics in this forum

1. Fiscal year plan with ADP refund and FIFO calculation?

   By Guest oxdougw, August 12, 2004
   • 2 replies
   • 1.6k views
   • 
   • Earl
   • August 13, 2004

2. Spinoff - new company asset sale - HCEs

   By Lou S., February 18, 2015
   • 2 replies
   • 1.6k views
   • 
   • Lou S.
   • February 18, 2015

3. Prohibited Transaction

   By wsp, March 24, 2003
   • 3 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • March 24, 2003

4. Bussiness Hardship & safe harbor contribution

   By blue, July 2, 2009
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • July 3, 2009

5. Excess contributions

   By Guest mparker2028, February 14, 2005
   • 4 replies
   • 1.6k views
   • 
   • austin3515
   • February 14, 2005

6. Prohibited Transaction

   By Guest s1sacm, March 25, 2010
   • 2 replies
   • 1.6k views
   • 
   • rcline46
   • March 26, 2010

7. Mid Year Owner exclusion from Safe Harbor Match

   By Gilmore, March 28, 2019
   • 4 replies
   • 1.6k views
   • 
   • Lou S.
   • April 3, 2019

8. Top Heavy & Related Employers

   By Guest susan1323, October 26, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • October 26, 2001

9. incorrect testing

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

10. Payouts

    By Jilliandiz, December 21, 2005
    • 4 replies
    • 1.6k views
    • 
    • James Matt Ullakko
    • January 13, 2006

11. discretionary trustee

    By fidu, November 15, 2002
    • 2 replies
    • 1.6k views
    • 
    • fidu
    • November 18, 2002

12. Loans from 401(k)

    By Guest msearle, December 18, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 2000

13. Post-tax contributions

    By Guest merlin15, November 22, 2000
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • November 27, 2000

14. Terminated plan with small forfeiture balance

    By Guest rmyoung, October 19, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 19, 2004

15. Employer Stock

    By Guest THess, July 25, 2003
    • 5 replies
    • 1.6k views
    • 
    • E as in ERISA
    • August 6, 2003

16. re-characterization of minimum contribution to pass ADP test

    By Guest mdelin, June 17, 2014   

    • QNEC
    • 401k
    • (and 2 more)

      Tagged with:

      • QNEC
      • 401k
      • ADP
      • top heavy
    • 4 replies
    • 1.6k views
    • 
    • MWeddell
    • June 19, 2014

17. 401(k) Safe Harbor Plan

    By Guest msjudees, August 24, 2004
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • August 25, 2004

18. Plan Sponsor Question re late deposit of deferrals

    By Guest MaryMac, August 7, 2007
    • 8 replies
    • 1.6k views
    • 
    • austin3515
    • August 13, 2007

19. New Safe Harbor 401(k) Plan

    By imchipbrown, December 4, 2001
    • 2 replies
    • 1.6k views
    • 
    • imchipbrown
    • December 5, 2001

20. VFCP for late deposits

    By Dan, December 7, 2007
    • 3 replies
    • 1.6k views
    • 
    • Dan
    • December 10, 2007

21. alloc of employer match

    By Guest pensiondoc, December 3, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 4, 1998

22. Reporting requirements for corrective contributions

    By Guest VEBA Las Vegas, December 8, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 20, 2005

23. Can Beneficiary Designations Specify a Dollar Amount Instead of a Percentage?

    By namealreadyinuse, March 7, 2007
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • March 7, 2007

24. Sole Prop and Corp Solo 401k question

    By mkaufman, November 13, 2017
    • 16 replies
    • 1.6k views
    • 
    • mkaufman
    • November 24, 2017

25. 404(c)

    By Guest Kevin1, November 15, 2005
    • 6 replies
    • 1.6k views
    • 
    • E as in ERISA
    • November 16, 2005

26. Convert Managed PSP to Daily

    By Guest jsample, October 21, 2002
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • October 22, 2002

27. Plan Design - Owners Creating New Plan for Staff

    By Guest Pippy, October 18, 2013   

    • Aggregated Testing
    • Plan Design
    • (and 1 more)

      Tagged with:

      • Aggregated Testing
      • Plan Design
      • Top Heavy
    • 5 replies
    • 1.6k views
    • 
    • buckaroo
    • October 18, 2013

28. Bankruptcy Extending loan beyond 5 years

    By Guest Do, December 14, 2004
    • 7 replies
    • 1.6k views
    • 
    • jquazza
    • December 15, 2004

29. What groups should participate in 401k Committee?

    By Guest lmmangrum, February 13, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 13, 2006

30. Allocation of forfeitures

    By Guest moorhan, July 19, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 19, 2001

31. 401k deposit vs payroll timing for 1-person plan

    By TPApril, July 31, 2018
    • 10 replies
    • 1.6k views
    • 
    • Larry Starr
    • August 3, 2018

32. Partial Loan Payments

    By Guest sritts, May 12, 2010
    • 8 replies
    • 1.6k views
    • 
    • rcline46
    • May 13, 2010

33. Automatic Rollover IRA - Set-up Fee

    By J. Bringhurst, April 17, 2013
    • 8 replies
    • 1.6k views
    • 
    • J. Bringhurst
    • April 23, 2013

34. Failed ADP refund question

    By fiona1, April 2, 2004
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • April 2, 2004

35. Administrative Expenses

    By austin3515, August 14, 2003
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • August 15, 2003

36. Rollover from an IRA to a Qualified Plan

    By Guest carsca, November 6, 2002
    • 4 replies
    • 1.6k views
    • 
    • 2muchstress
    • November 7, 2002

37. Loan fees

    By rlb64, December 13, 2004
    • 2 replies
    • 1.6k views
    • 
    • rlb64
    • December 14, 2004

38. 401k help - I'm new at this and my partner died last year

    By Guest CityGuySailing, April 8, 2007
    • 3 replies
    • 1.6k views
    • 
    • Kimberly S
    • April 9, 2007

39. Is early retirement age a distributable event?

    By ErisaGeek, July 10, 2003
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • July 10, 2003

40. Catch-Up Contributions & 415 limit

    By Guest moltengater, May 2, 2005
    • 1 reply
    • 1.6k views
    • 
    • jquazza
    • May 4, 2005

41. Age Based Tiered Match

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

42. Hardship Distributions--May Distributable Amount Include Earnings?

    By lkpittman, September 6, 2000
    • 2 replies
    • 1.6k views
    • 
    • lkpittman
    • September 7, 2000

43. What is with these recordkeepers and QDRO's

    By austin3515, September 17, 2014
    • 13 replies
    • 1.6k views
    • 
    • SearchLight
    • September 18, 2014

44. New Safe-harbor 401(k)Plan for 2001

    By SMB, December 21, 2000
    • 2 replies
    • 1.6k views
    • 
    • Alf
    • December 26, 2000

45. Rollover of Simple IRA into 401k?

    By Guest Amanda Davis, May 9, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 9, 2003

46. Late Form 5500

    By Guest JBarn, August 18, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 21, 1999

47. Reimbursing plan fees to participant accounts?

    By Guest smallbusiness401khelper, July 14, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 17, 2003

48. bottom up qmac

    By eilano, August 31, 2004
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • August 31, 2004

49. Fixed Elective Deferrals Per Pay Period

    By bzorc, May 11, 2000
    • 1 reply
    • 1.6k views
    • 
    • Dawn Hafner
    • May 11, 2000

50. Prior year testing for 1st Year 401(k) Plan

    By Guest AdminFL, March 12, 2002
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • March 12, 2002