401(k) Plans

19,321 topics in this forum

1. Employer Contribution Tax Credit / FICA Wages

   By austin3515, January 7, 2024
   • 3 replies
   • 516 views
   • 
   • austin3515
   • January 17, 2024

2. Discrimination question

   By Guest EricR, February 12, 2004
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • February 12, 2004

3. Catch-up contributions

   By Guest Achilles, August 16, 2004
   • 3 replies
   • 1.2k views
   • 
   • jquazza
   • August 16, 2004

4. ADP Corrective Refunds?

   By Guest KBANQ, January 11, 2007
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • January 12, 2007

5. Solo-K for SE Income

   By SMB, December 3, 2008
   • 3 replies
   • 1.1k views
   • 
   • SMB
   • December 9, 2008

6. Contingent Bonus: Removal of Contribution

   By ERISA25, July 11, 2011
   • 3 replies
   • 1.5k views
   • 
   • mbozek
   • July 12, 2011

7. beneficiary designation

   By Scuba 401, August 18, 2011
   • 3 replies
   • 1.3k views
   • 
   • Scuba 401
   • August 18, 2011

8. Allocation based on years of service

   By 52626, June 15, 2015
   • 3 replies
   • 1.3k views
   • 
   • ESOP Guy
   • June 15, 2015

9. Loan VCP for Owner

   By austin3515, September 20, 2017
   • 3 replies
   • 1k views
   • 
   • Mike Preston
   • September 20, 2017

10. ADP failure and 415 excess

    By Belgarath, July 27, 2018
    • 3 replies
    • 1.8k views
    • 
    • K2
    • July 27, 2018

11. Auto Escalation and Flat Dollar Deferral Elections

    By EagerToKnow, November 22, 2019   

    • automatic escalation
    • limit
    • (and 1 more)

      Tagged with:

      • automatic escalation
      • limit
      • automatic
    • 3 replies
    • 6.1k views
    • 
    • C. B. Zeller
    • November 25, 2019

12. Participant Loan in Default or not due to CARES Act relief

    By cheersmate, May 3, 2021   

    • loan default
    • cares act loan payment reamortization
    • 3 replies
    • 588 views
    • 
    • C. B. Zeller
    • May 3, 2021

13. Plan Mergers/Controlled Group

    By KevinMc, January 8, 2024
    • 3 replies
    • 803 views
    • 
    • KevinMc
    • January 8, 2024

14. Self employed's Maximum Deduction

    By Guest chris4013, May 20, 2003
    • 3 replies
    • 1.1k views
    • 
    • Archimage
    • May 29, 2003

15. ADP and fiscal year

    By Guest moosegirl, August 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • R. Butler
    • August 29, 2003

16. Historical Applicable Federal Rates

    By Guest TheBadger, December 5, 2004
    • 3 replies
    • 2.5k views
    • 
    • GBurns
    • December 8, 2004

17. Unfunded 3% Safe Harbor

    By DP, May 27, 2008
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • May 27, 2008

18. Does a blackout notice need to specifically use the word "blackout"?

    By Florida401k, November 9, 2016   

    • blackout
    • 401(k)
    • (and 1 more)

      Tagged with:

      • blackout
      • 401(k)
      • notice
    • 3 replies
    • 1.3k views
    • 
    • My 2 cents
    • November 9, 2016

19. 12b-1 fees paid after a plan liquidation

    By With Appreciation...., November 5, 2018
    • 3 replies
    • 1.2k views
    • 
    • With Appreciation....
    • November 6, 2018

20. Plan with bad loans

    By J Simmons, October 2, 2019
    • 3 replies
    • 1.2k views
    • 
    • LIBERTYKID
    • October 22, 2019

21. QNEC and QMAC

    By dragondon, December 8, 2022
    • 3 replies
    • 484 views
    • 
    • C. B. Zeller
    • January 3, 2023

22. Controlled Group Coverage Testing for Employees of Both Members

    By Plan Doc, March 5, 2024
    • 3 replies
    • 714 views
    • 
    • Plan Doc
    • March 6, 2024

23. Failed coverage testing in super top heavy plan

    By Guest amybu99, September 25, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 25, 2002

24. Safe harbor

    By Guest jsinchi, August 28, 2003
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • August 28, 2003

25. Benefit Statements – DOL website

    By blue, December 13, 2006
    • 3 replies
    • 2.5k views
    • 
    • Belgarath
    • December 14, 2006

26. Changing Vesting Schedules By Amendment

    By Gadgetfreak, August 21, 2009
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • August 24, 2009

27. Record Keeping Fee Application

    By Guest andmik, June 3, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 4, 2010

28. Exclusion vs Waiver

    By Flyboyjohn, January 9, 2014
    • 3 replies
    • 985 views
    • 
    • BG5150
    • January 9, 2014

29. Controlled group, aggregation, testing, etc.

    By Belgarath, February 27, 2014
    • 3 replies
    • 898 views
    • 
    • Belgarath
    • February 27, 2014

30. Mutual Insurance Companies

    By austin3515, August 13, 2015
    • 3 replies
    • 680 views
    • 
    • jpod
    • August 13, 2015

31. transition relief applicable?

    By AlbanyConsultant, December 23, 2017
    • 3 replies
    • 785 views
    • 
    • AlbanyConsultant
    • January 4, 2018

32. 401(k)/Profit Sharing & ERISA

    By Paul, November 24, 2019
    • 3 replies
    • 2k views
    • 
    • Larry Starr
    • November 25, 2019

33. Safe Harbor Plan Mid Year Changes

    By hsctpa, April 20, 2020
    • 3 replies
    • 853 views
    • 
    • Bill Presson
    • April 21, 2020

34. SECURE 2.0 RMD - why age 73?

    By WCC, April 12, 2023
    • 3 replies
    • 985 views
    • 
    • CuseFan
    • April 13, 2023

35. Plan Loan for Personal Residence--Loan Proceeds Stolen

    By Guest NPWA, November 4, 2003
    • 3 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • November 5, 2003

36. Reimbursement of Plan Sponsor by Plan for certain Plan Expenses

    By Guest SCUDDESLER, January 6, 2004
    • 3 replies
    • 2.7k views
    • 
    • KJohnson
    • January 9, 2004

37. Roth 401(k) Match Calculation

    By Guest Julie, October 20, 2011
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • October 20, 2011

38. Allocating Foreitures

    By Guest A_Dude, September 27, 2013
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • September 28, 2013

39. Termination

    By msmith55, April 21, 2015   

    • nonvested
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • April 21, 2015

40. Deposit deadline for employee deferrals

    By Belgarath, September 17, 2018
    • 3 replies
    • 779 views
    • 
    • K2
    • September 18, 2018

41. Rehire eligibility question – Brain Bubble

    By MaryMcConnell, January 5, 2022
    • 3 replies
    • 700 views
    • 
    • MaryMcConnell
    • January 6, 2022

42. Safe Harbor 401(k)

    By MWeddell, September 24, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 6, 1999

43. "Participant" Loans

    By Guest erisafried, January 17, 2003
    • 3 replies
    • 1.9k views
    • 
    • austin3515
    • January 18, 2003

44. Quit and rehired - rules for termination?

    By Guest Michael Anderson, November 21, 2003
    • 3 replies
    • 8.1k views
    • 
    • Alf
    • November 21, 2003

45. Non-resident Aliens

    By Archimage, June 9, 2004
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • July 6, 2004

46. EPCRS and missed deferrals

    By blue, March 22, 2006
    • 3 replies
    • 1.5k views
    • 
    • namealreadyinuse
    • March 23, 2006

47. safe harbor profit sharing

    By k man, April 24, 2007
    • 3 replies
    • 2.1k views
    • 
    • austin3515
    • May 7, 2007

48. Payment of Insurance Premiums

    By Bruddah Kimo, April 1, 2009
    • 3 replies
    • 1.8k views
    • 
    • Bruddah Kimo
    • April 1, 2009

49. Using Prior Year testing in First Plan Year

    By Guest JeffRed, November 18, 2010
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • November 18, 2010

50. QNEC and Minimim Gateway

    By Logan401, December 17, 2010
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 20, 2010