401(k) Plans

19,275 topics in this forum

1. Failed ADP making corrective distribution of Deferral, how do I handle

   By Guest Don J. Smith, January 21, 2000
   • 1 reply
   • 1.5k views
   • 
   • MWeddell
   • January 21, 2000

2. Nonelective contribution allocated on points

   By Medusa, August 8, 2001
   • 0 replies
   • 1.5k views
   • 
   • Medusa
   • August 8, 2001

3. Terminating Standardized 401 Plans - can anyone recommend an organizat

   By Guest dflin, September 22, 1999
   • 8 replies
   • 1.5k views
   • 
   • Guest
   • August 30, 2000

4. Catch up contributions and separate lines of business

   By Guest kbs, November 2, 2001
   • 1 reply
   • 1.5k views
   • 
   • MGB
   • November 2, 2001

5. Safe Harbor 3% Contribution Cannot be Made (Employer doesn't have the

   By Guest CRA, December 11, 2002
   • 2 replies
   • 1.5k views
   • 
   • Tom Poje
   • December 11, 2002

6. Age 50 Matching Contributions

   By Guest koolkid, March 14, 2002
   • 2 replies
   • 1.5k views
   • 
   • John A
   • July 18, 2002

7. Plan Conversion - Stable Value Fund Locked

   By Guest mfitzgerald, November 17, 2008
   • 2 replies
   • 1.5k views
   • 
   • Disco Stu
   • November 18, 2008

8. One limit, 2 employers?

   By Guest Drumsnwhistles, August 9, 2006
   • 4 replies
   • 1.5k views
   • 
   • Belgarath
   • August 9, 2006

9. 401K

   By Guest YouKnow, July 26, 2011
   • 8 replies
   • 1.5k views
   • 
   • 12AX7
   • July 26, 2011

10. Profit Sharing Spin-off: all or only 401(k) portion?

    By Guest LDH1, December 5, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 5, 2000

11. Termination of 401k

    By chris, November 29, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • November 30, 2006

12. Minimum Required Distribution (beneficiary)

    By Guest sritts, April 2, 2002
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • April 3, 2002

13. Proposal Software

    By Guest, December 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 9, 1999

14. another safe Harbor 401(K)

    By thepensionmaven, June 15, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • June 15, 2009

15. When doing a distribution of Excess Aggreate Contributions to correct

    By Guest jeffgh24, September 27, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 28, 2000

16. Catch-up Contributions - Fiscal year plan

    By Guest AJR, January 2, 2003
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • January 2, 2003

17. Forfeituref Co Contributions

    By Guest kirk, October 16, 2001
    • 3 replies
    • 1.5k views
    • 
    • R. Butler
    • October 18, 2001

18. In-service distributions

    By Guest SPiwowar, January 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 8, 1999

19. Roth Amendment

    By Dougsbpc, November 10, 2005
    • 2 replies
    • 1.5k views
    • 
    • Archimage
    • November 11, 2005

20. Top 20% election order of selection

    By Guest ABCI, June 16, 2004
    • 10 replies
    • 1.5k views
    • 
    • Guest
    • June 17, 2004

21. Safe Harbor or Not

    By PMC, April 9, 2009
    • 5 replies
    • 1.5k views
    • 
    • Laura Harrington
    • April 16, 2009

22. Do I have to use EPCRS for 415 refund?

    By Guest Kansas, January 25, 2010
    • 4 replies
    • 1.5k views
    • 
    • fiona1
    • January 26, 2010

23. ACP results if no prior year ACP Test

    By Guest Dennis, February 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 21, 1999

24. C3 exam

    By Guest alabama, April 22, 2005
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • April 29, 2005

25. New 401(k) Safe Harbor Plan...too late for 2005?

    By Jilliandiz, September 30, 2005
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • October 4, 2005

26. stock attribution and HCE

    By Jim Chad, August 1, 2001
    • 1 reply
    • 1.5k views
    • 
    • stephen
    • August 2, 2001

27. Vesting requirements for a short plan year prior to plan merger

    By Guest McElroy, September 27, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 27, 2000

28. Davis Bacon Plan and QNECs for HCEs

    By Vlad401k, February 13, 2015
    • 2 replies
    • 1.5k views
    • 
    • KATS
    • February 16, 2015

29. Schedule C to LLC - SEP *AND* Solo(k)?

    By Leopurrd, August 19, 2005
    • 6 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2005

30. 2006 Limits

    By Jilliandiz, January 10, 2006
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 10, 2006

31. Eligible for hardship distribution?

    By Jim Chad, June 28, 2012
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • June 30, 2012

32. 414(s) test failures

    By Guest phy401k, October 21, 2009
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 21, 2009

33. ADP corrective distributions too much

    By DMcGovern, March 9, 2015
    • 1 reply
    • 1.5k views
    • 
    • hr for me
    • March 10, 2015

34. Relius and distributions

    By Guest stevena1, October 30, 2006
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • October 30, 2006

35. Bankruptcy

    By Guest JJC, April 24, 2003
    • 4 replies
    • 1.5k views
    • 
    • GBurns
    • April 24, 2003

36. Matching Contribution Formulae

    By imchipbrown, January 23, 2002
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • January 25, 2002

37. 401k Catchup IRS limits

    By Linda Adams, September 25, 2017
    • 12 replies
    • 1.5k views
    • 
    • Linda Adams
    • September 26, 2017

38. ADP testing failing - any suggestions?

    By Guest terric, April 21, 2006
    • 6 replies
    • 1.5k views
    • 
    • MR
    • April 28, 2006

39. Safe Harbor Plan - Adopting Employer

    By austin3515, October 2, 2010
    • 1 reply
    • 1.5k views
    • 
    • 12AX7
    • October 6, 2010

40. Premature Distribution?

    By Guest Amanda Davis, January 7, 2003
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • January 8, 2003

41. Opinion Letters

    By Jilliandiz, July 12, 2005
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • July 13, 2005

42. Do members of a limited liability partnership have the same considerat

    By Guest KMcQ, December 8, 1999
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • December 9, 1999

43. Intergrated plan with matching contribution

    By Chippy, March 18, 2008
    • 11 replies
    • 1.5k views
    • 
    • Chippy
    • March 24, 2008

44. Roth mixed with in Traditional contributions

    By Pixie, April 2, 2015   

    • Roth
    • Self Directed Account
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • April 3, 2015

45. Matching Contribution in a solo(k)

    By erisa parrot, July 14, 2014
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • July 16, 2014

46. Low balance fees for terminated participants

    By Guest mmc, September 16, 2005
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • September 16, 2005

47. Deferring 100% of comp. How to reconcile to plan doc?

    By BG5150, November 3, 2021
    • 8 replies
    • 1.5k views
    • 
    • Kevin C
    • November 10, 2021

48. SIMPLE 401(k) plan - two HCEs have exceeded the 415 limits - deferrals

    By Guest Sara H, May 30, 2000
    • 2 replies
    • 1.5k views
    • 
    • Bill Berke
    • June 2, 2000

49. How many § 401(a)-(k) plans cover no employee?

    By Peter Gulia, June 12, 2022
    • 17 replies
    • 1.5k views
    • 
    • chc93
    • June 17, 2022

50. When are HCE refunds included in income?

    By oriecat, January 15, 2008
    • 4 replies
    • 1.5k views
    • 
    • oriecat
    • January 16, 2008