401(k) Plans

19,275 topics in this forum

1. Administrative Guidelines

   By Guest Tom Antonielli, May 1, 2001
   • 3 replies
   • 1.5k views
   • 
   • rcline46
   • May 2, 2001

2. Matching contributions by a Partnership

   By preErisa, October 4, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • October 4, 2000

3. maximum interest rate on participant loan

   By Earl, March 16, 2013
   • 7 replies
   • 1.5k views
   • 
   • masteff
   • March 18, 2013

4. Deduction Limits

   By Fred Payne, July 12, 2001
   • 4 replies
   • 1.5k views
   • 
   • Fred Payne
   • July 12, 2001

5. SEP/401(k) combined limits

   By steve-o, August 6, 2003
   • 1 reply
   • 1.5k views
   • 
   • mbozek
   • August 6, 2003

6. Timeframe to amend 2004 Profit Sharing Plan Allocation Method

   By Guest ChopperPilot, January 18, 2005
   • 4 replies
   • 1.5k views
   • 
   • could be me maybe not
   • January 18, 2005

7. QOSA

   By Guest meeh3704, February 17, 2009
   • 1 reply
   • 1.5k views
   • 
   • J Simmons
   • February 17, 2009

8. SEP and 401(k)

   By Kimberly S, October 14, 2008
   • 7 replies
   • 1.5k views
   • 
   • Kimberly S
   • October 15, 2008

9. Plan merger - different plan years/ different vesting methods

   By Guest qualified plan, May 23, 2002
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • May 24, 2002

10. Dropping HCs from a PSP

    By Guest Ddalk, May 2, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 5, 2003

11. IRS Notice 2000-11

    By Guest [Pat M], February 11, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2000

12. Automatic enrollment ED's as designated Roth Ks?

    By Guest Penny17, May 12, 2005
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • May 17, 2005

13. Plan sponsor's bankruptcy results in full vesting for all participants

    By Guest Furry, January 9, 2002
    • 3 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • January 9, 2002

14. Benefit Election Forms

    By Below Ground, February 6, 2008
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • February 7, 2008

15. Contribution After Plan Merger

    By KJohnson, November 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 24, 1999

16. Can't find Ex-EE's. Company going out of business.

    By Guest rmauser, September 3, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 11, 1999

17. EXCESS MATCH

    By Lori H, March 16, 2006
    • 0 replies
    • 1.5k views
    • 
    • Lori H
    • March 16, 2006

18. HCE Determination and Foreign Income

    By Guest mrnardoz, April 22, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 22, 2008

19. Self-correction for exclusion from elective deferrals-ADP

    By Guest TinaThornton, November 3, 2005
    • 1 reply
    • 1.5k views
    • 
    • Archimage
    • November 3, 2005

20. Collectively Bargained Employees and plan features

    By buckaroo, October 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • October 22, 2007

21. ADP/ACP testing - Multiple ER

    By fiona1, May 24, 2007
    • 3 replies
    • 1.5k views
    • 
    • J Simmons
    • May 24, 2007

22. Can you rescind a Safe Harbor Notice?

    By Guest SVA Retirement Plan Svc., December 8, 2008
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 8, 2008

23. Automatic Enrollment

    By John Feldt ERPA CPC QPA, March 23, 2016   

    • Automatic Enrollment
    • default deferral
    • (and 4 more)

      Tagged with:

      • Automatic Enrollment
      • default deferral
      • negative election
      • VCP
      • Self-correction
      • SCP
    • 7 replies
    • 1.5k views
    • 
    • Peter Gulia
    • March 23, 2016

24. Top Heavy

    By Guest PJR, February 4, 2003
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 8, 2003

25. Refusal to make Safe Harbor Match

    By Guest_Question, October 2, 2023
    • 7 replies
    • 1.5k views
    • 
    • Peter Gulia
    • October 3, 2023

26. Admin Error - contributions withheld after-tax instead of pre-tax

    By Guest smstls, January 29, 2005
    • 4 replies
    • 1.5k views
    • 
    • JDuns
    • January 31, 2005

27. Limit on deferrals from a single paycheck?

    By John A, October 5, 2000
    • 2 replies
    • 1.5k views
    • 
    • Jon Chambers
    • October 11, 2000

28. Calculate Earnings on Excess Annual Additions

    By Guest saotampa, September 12, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 12, 2007

29. Correct Matching Schedule

    By Guest JWBrown, March 22, 2000
    • 6 replies
    • 1.5k views
    • 
    • John A
    • March 27, 2000

30. How is ADP and other testing done (what compensation is used) when eff

    By John A, March 5, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 6, 2001

31. Mid year EACA

    By PMC, May 26, 2011
    • 1 reply
    • 1.5k views
    • 
    • QNPG
    • May 26, 2011

32. Trustee of Plan Dies

    By jkdoll2, November 6, 2009
    • 3 replies
    • 1.5k views
    • 
    • K2retire
    • November 7, 2009

33. Stop Making Safe Harbor Match Cont effective 5/1/09

    By Alex Daisy, March 30, 2009
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • March 30, 2009

34. RMD from PS + designated ROTH account

    By Guest Dave Peckham, December 18, 2014
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • December 20, 2014

35. Prior Year ADP test and QSLOB

    By buckaroo, February 18, 2009
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • February 18, 2009

36. Plans merging...

    By Guest SJPrince, February 7, 2000
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • February 7, 2000

37. Effective Availability

    By BTG, May 29, 2009
    • 4 replies
    • 1.5k views
    • 
    • K2retire
    • May 29, 2009

38. Excluded HCEs, top heavy plan

    By John Feldt ERPA CPC QPA, October 26, 2011
    • 4 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 26, 2011

39. Code section 404(a) deductibility

    By Brian Gallagher, June 11, 2003
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • June 11, 2003

40. Are ER paid settlements plan compensation?

    By Lori Foresz, November 17, 2004
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • November 18, 2004

41. Need a TPA Referral

    By Guest Pension250, March 22, 2010
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 26, 2010

42. 3% Safe Harbor 401(k) w/ X-tested PS

    By dmb, October 7, 2002
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 7, 2002

43. Conditional Adoption of Plan

    By Randy Watson, August 30, 2004
    • 1 reply
    • 1.5k views
    • 
    • jquazza
    • August 30, 2004

44. What will they think of next?

    By Santo Gold, June 14, 2006
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • June 15, 2006

45. Termination of 401(h) plan- not sure how to distribute 401(h) assets

    By Guest schneiderdowns, September 2, 2004
    • 1 reply
    • 1.5k views
    • 
    • jquazza
    • September 2, 2004

46. ADP refunds and TH

    By Earl, February 14, 2009
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 16, 2009

47. Election Not To Participate

    By Guest Mbrockway, February 27, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 27, 2004

48. Does last day worked mean last day worked?

    By TPApril, May 20, 2022
    • 14 replies
    • 1.5k views
    • 
    • TPApril
    • May 31, 2022

49. maximum contribution levels 2001

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

50. qualified plan vs IRA bankruptcy

    By Tom, May 20, 2024
    • 9 replies
    • 1.5k views
    • 
    • Luke Bailey
    • May 23, 2024