401(k) Plans

19,337 topics in this forum

1. Law Firm Plan Design

   By khn, September 6, 2017
   • 2 replies
   • 1.6k views
   • 
   • ESOP Guy
   • September 6, 2017

2. What to do with old clearing account assets?

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

3. Loan Fees

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

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

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

5. 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

6. 4 months of 401K deductions have not been put into the 401k plan. What

   By Guest stinnett2000, January 13, 2001
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • January 17, 2001

7. Form 945

   By Guest ANNEBV, January 10, 2002
   • 1 reply
   • 1.6k views
   • 
   • pmacduff
   • January 10, 2002

8. Retired employee receives deferred compensation but has no hours of se

   By Guest billy bong, November 16, 1999
   • 6 replies
   • 1.6k views
   • 
   • Guest
   • November 24, 1999

9. Which guidance rules when the April 15 deadline if missed for refundin

   By John A, December 4, 1999
   • 1 reply
   • 1.6k views
   • 
   • IRC401
   • December 4, 1999

10. DoL Problems

    By Below Ground, February 12, 2025   

    • dont answer the phone!
    • 10 replies
    • 1.6k views
    • 
    • Peter Gulia
    • February 25, 2025

11. Multiple Employer Plan Spin-offs

    By Guest ACO1, June 16, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 16, 2010

12. Hardship Withdrawal

    By Guest Ray Corneau, October 23, 2002
    • 2 replies
    • 1.6k views
    • 
    • R. Butler
    • October 24, 2002

13. Safe Harbor and New Comparability Plan

    By Guest tlemaster2, March 9, 2004
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 9, 2004

14. Deducting Contributions-Fiscal Year End

    By Guest ELS, September 21, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 21, 1999

15. Excessive or unauthorized contributions

    By Guest jvanheyde, March 1, 2007
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • March 1, 2007

16. Employer Out of Business

    By khn, April 15, 2020
    • 5 replies
    • 1.6k views
    • 
    • Linda Wilkins
    • April 17, 2020

17. Need list of new rules applicable to 401(k) plans in 2002

    By Guest pentex, October 11, 2001
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • October 12, 2001

18. Forfeitures before ACP or after ACP

    By Purplemandinga, August 27, 2019
    • 4 replies
    • 1.6k views
    • 
    • BG5150
    • August 28, 2019

19. 415 limit for 2 DC Plans

    By KJohnson, November 16, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 16, 1999

20. QNEC's

    By Guest AJM 34, September 5, 2007
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • October 25, 2007

21. Safe Harbor ER Contribution

    By justatester, November 10, 2011
    • 1 reply
    • 1.6k views
    • 
    • 401king
    • November 10, 2011

22. 401k: MAxing out pre-tax contributions and the effect on employeer con

    By Guest mowgie, June 3, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • June 3, 2001

23. purchased by private equity firm

    By AlbanyConsultant, May 23, 2025
    • 9 replies
    • 1.6k views
    • 
    • Peter Gulia
    • May 27, 2025

24. Form 5500-C/R

    By Guest Theresa, October 4, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 4, 1999

25. Are successor plan rules different for stock deals and corporate merge

    By KJohnson, July 2, 1999
    • 0 replies
    • 1.6k views
    • 
    • KJohnson
    • July 2, 1999

26. What impact do forfeitures have with the 415 limit?

    By pbarrett, October 21, 2003
    • 5 replies
    • 1.6k views
    • 
    • R. Butler
    • October 22, 2003

27. Eligible in 2 plans, defers max in both

    By John Feldt ERPA CPC QPA, November 19, 2008
    • 12 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • November 21, 2008

28. ADP Failure and Match Contribution

    By Dazednconfused, February 23, 2010
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • February 23, 2010

29. Switch from safe harbor matching plan to safe harbor 3%

    By Guest rdemyan, December 24, 2009
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 29, 2009

30. Prohibited Transaction or Arms Length Transaction

    By Guest ellah, August 8, 2007
    • 5 replies
    • 1.6k views
    • 
    • jpod
    • August 8, 2007

31. Asset Sale & Plan to Plan Transfer

    By Guest padmin, March 15, 2007
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • March 15, 2007

32. Timing of Top Heavy and Matching/Profit Sharing Contributions

    By MarZDoates, March 10, 2004
    • 0 replies
    • 1.6k views
    • 
    • MarZDoates
    • March 10, 2004

33. correcting erroneous deposits

    By EBDI, March 27, 2013
    • 1 reply
    • 1.6k views
    • 
    • Jim Chad
    • March 28, 2013

34. Maybe it's because my brain is fried from October 15th, but I can't get my head around this off calendar plan question.

    By Guest smhjr, October 15, 2004
    • 7 replies
    • 1.6k views
    • 
    • mbozek
    • October 21, 2004

35. Notice to Interested Parties

    By Guest JWB19, January 11, 2010
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • January 19, 2010

36. 401(k)/PS Product ideas for 15-30 ee's??

    By Guest Penny, January 21, 2000
    • 9 replies
    • 1.6k views
    • 
    • Jon Chambers
    • February 2, 2000

37. 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

38. Change in Allocation Formula

    By Guest amm19, November 6, 2002
    • 8 replies
    • 1.6k views
    • 
    • KJohnson
    • November 8, 2002

39. PPA Notice of Right to Defer/consequences

    By Guest IRISH79, November 30, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 30, 2006

40. COVID-19 Sick and Leave Pay

    By Gilmore, April 1, 2020
    • 5 replies
    • 1.6k views
    • 
    • Larry Starr
    • April 10, 2020

41. Safe Harbor Notice, client wants to stop the plan.

    By Guest JPAdmin, February 5, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 6, 2002

42. Forfeiture restoration

    By CO Bank, June 15, 2007
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • June 15, 2007

43. Signing Bonus / 401k

    By austin3515, October 2, 2015
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • October 2, 2015

44. Restorative Payments

    By Guest ERISAAAAH, February 23, 2011
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 23, 2011

45. PPA Guidance- Nonpart directed?

    By austin3515, October 6, 2007
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • October 12, 2007

46. Definition of Compensation excludes bonuses

    By Guest tonjer, March 6, 2003
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 13, 2003

47. Short Plan Year--eligibilty for a contribution allocation

    By KJohnson, November 22, 2002
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • November 22, 2002

48. 401k plans

    By Guest mattsmalls, July 7, 2010
    • 8 replies
    • 1.6k views
    • 
    • masteff
    • July 15, 2010

49. Exclude HCEs from match

    By Scott50, March 11, 2019
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 12, 2019

50. Deductibility of Contribution Made in Error

    By Dennis Povloski, January 18, 2018
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • January 20, 2018