401(k) Plans

19,334 topics in this forum

1. EGTRRA re: top heavy calc

   By Brenda Wren, June 25, 2001
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • June 25, 2001

2. Multiple Emploer/Safe Harbor

   By Guest Giovanni, May 4, 2005
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • May 5, 2005

3. 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

4. Implication of Eligibility Amendment

   By Stash026, May 3, 2021
   • 4 replies
   • 1.5k views
   • 
   • Gilmore
   • May 3, 2021

5. QSOB Employer-Wide Testing Requirement ("Gateway" test)?

   By patriciab, November 3, 2021
   • 4 replies
   • 1.5k views
   • 
   • BG5150
   • November 3, 2021

6. In-service distributions

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

7. 2006 Limits

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

8. SH nonelective maybe

   By Bird, December 18, 2020
   • 3 replies
   • 1.5k views
   • 
   • Bird
   • December 21, 2020

9. Termination of 401k

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

10. Statistics on Participation in 401(k) Plans

    By CLE401kGuy, October 12, 2016
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 12, 2016

11. Power of receiver to amend a 401(k) plan?

    By masteff, November 6, 2015
    • 9 replies
    • 1.5k views
    • 
    • masteff
    • November 24, 2015

12. What is the impact of catch-up elections on the general test?

    By JDuns, July 22, 2002
    • 5 replies
    • 1.5k views
    • 
    • JDuns
    • July 23, 2002

13. Requirements for new deferral or insurance elections?

    By AlbanyConsultant, July 28, 2005
    • 6 replies
    • 1.5k views
    • 
    • WDIK
    • July 28, 2005

14. Eligibility for deferrals and safe harbor match - brain freeze & need a hand

    By Guest Ducks, November 12, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 12, 2004

15. match in the year of hardship

    By Guest MPITTS, February 20, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • February 23, 2001

16. 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

17. maximum contribution levels 2001

    By Guest DDDlump, February 22, 2002
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 23, 2002

18. Terminating Plan

    By PFranckowiak, September 22, 2009
    • 5 replies
    • 1.5k views
    • 
    • PFranckowiak
    • September 24, 2009

19. ADP Excesses

    By Brian Gallagher, March 7, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2003

20. 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

21. BRF test for merged plan

    By Guest SHC, April 4, 2007
    • 1 reply
    • 1.5k views
    • 
    • rlb64
    • April 6, 2007

22. One limit, 2 employers?

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

23. Proposal Software

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

24. How are APRSC (or SCP) employer correcting contributions to make up fo

    By John A, February 15, 2001
    • 0 replies
    • 1.5k views
    • 
    • John A
    • February 15, 2001

25. Comp used for safe harbor non-elective contrib

    By Guest JL, January 11, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 13, 2000

26. Comparable Plan

    By PMC, October 11, 2001
    • 2 replies
    • 1.5k views
    • 
    • PMC
    • October 11, 2001

27. Gap period income

    By Jed Macy, March 18, 2005
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 21, 2005

28. ACP refund late but ADP refund on time

    By Guest Peggy806, November 12, 2009
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • November 13, 2009

29. Correction of Ineligible Deferrals

    By Archimage, October 13, 2005
    • 2 replies
    • 1.5k views
    • 
    • Archimage
    • October 14, 2005

30. single participant plan mistakenly deposited contributions to the wron

    By Stevo-PDX, July 30, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 31, 2002

31. ACP results if no prior year ACP Test

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

32. Inaccessible vested 401(k) assets

    By Guest jkopp, December 28, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • December 28, 2001

33. Hardship Distribution

    By Guest Theresa, September 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • Richard Anderson
    • September 3, 1999

34. Withholding on nonqualified Roth distributions

    By Guest mickiemurphy, July 16, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 16, 2007

35. Time period for contacting terminated employee

    By Guest Kiel, November 24, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 24, 1998

36. 401(k) changes: A sound move for our company?

    By Guest afcjags, June 22, 2007
    • 5 replies
    • 1.5k views
    • 
    • jpod
    • June 27, 2007

37. ADP question

    By Guest Gibson, May 15, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 16, 2001

38. Harship Distribution

    By Jilliandiz, May 1, 2006
    • 2 replies
    • 1.5k views
    • 
    • wsp
    • May 1, 2006

39. Non-Spouse Beneficiary

    By Nassau, September 2, 2011
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • September 2, 2011

40. 401(k) plan for a town?

    By MR, April 4, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 4, 2002

41. Loan in excess of 50%

    By Guest rgorman, April 27, 2005
    • 3 replies
    • 1.5k views
    • 
    • WDIK
    • April 28, 2005

42. 3 month eligibility question

    By Brian Gallagher, February 26, 2004
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • February 26, 2004

43. Low balance fees for terminated participants

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

44. Statutory Exclusions when one Company buys another

    By Guest Richard Scheer, February 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • February 16, 2001

45. ADP Test for first plan year

    By Guest Sara H, December 29, 1998
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • December 29, 1998

46. Participation Levels

    By Guest JSinbad, January 3, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 4, 1999

47. EXCLUDING EMPLOYEES FROM PARTICIPATION AND/OR EMPLOYER CONTRIBUTIONS - PLEASE HELP!

    By Guest bariww, May 11, 2011
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • May 11, 2011

48. Definition of Comp failed

    By 30Rock, December 29, 2010
    • 2 replies
    • 1.5k views
    • 
    • 30Rock
    • December 29, 2010

49. eligibility

    By Guest Moira, September 28, 2009
    • 5 replies
    • 1.5k views
    • 
    • K2retire
    • September 29, 2009

50. 401k Plan under same Insurance Contract as 403b

    By austin3515, April 23, 2013
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • April 25, 2013