401(k) Plans

19,321 topics in this forum

1. Bad information used in testing

   By Zorro1k, September 18, 2015   

   • correction
   • refund
   • (and 4 more)

     Tagged with:

     • correction
     • refund
     • test
     • testing
     • adp
     • acp
   • 2 replies
   • 1.5k views
   • 
   • hr for me
   • September 21, 2015

2. Rolling traditional 401k to Roth 401k - Tax Question

   By Guest cjsmith, October 6, 2009
   • 9 replies
   • 1.5k views
   • 
   • masteff
   • October 7, 2009

3. 401(k) Contribution Correction - Prohibited Deferrals

   By MGOAdmin, May 22, 2014   

   • correction
   • excess
   • 0 replies
   • 1.5k views
   • 
   • MGOAdmin
   • May 22, 2014

4. Return from military leave - paperwork

   By Guest Achilles, December 10, 2003
   • 2 replies
   • 1.5k views
   • 
   • maverick
   • December 10, 2003

5. Revenue credit Program

   By cripp12, April 10, 2013
   • 0 replies
   • 1.5k views
   • 
   • cripp12
   • April 10, 2013

6. DB or DC plan choice for participants

   By Guest Nautical, July 2, 2004
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • July 14, 2004

7. Dealing w/ back-end loads....

   By Guest halka, September 4, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • September 5, 2001

8. Suspending the SH Match

   By coleboy, March 25, 2020
   • 13 replies
   • 1.5k views
   • 
   • Bird
   • March 30, 2020

9. Correcting excess annual additions

   By Guest planman, April 22, 2003
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • April 22, 2003

10. company stock

    By Guest maac3, August 15, 2005
    • 4 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • August 17, 2005

11. Transfer of 401K to IRA

    By jlf, September 8, 1999
    • 3 replies
    • 1.5k views
    • 
    • LCARUSI
    • September 8, 1999

12. BRO-SIS CONTROLLED GROUP(3 companies 1 401(k))issues for new company and existing

    By Lori H, May 6, 2004
    • 1 reply
    • 1.5k views
    • 
    • Lori H
    • May 7, 2004

13. Merging SH and Non-SH Plans as of 1/1/2015

    By austin3515, October 24, 2014
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • November 2, 2014

14. PEOs

    By Guest ANNEBV, February 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • February 16, 2000

15. sole proprietor - 1099 income

    By Alex Daisy, March 24, 2016
    • 5 replies
    • 1.5k views
    • 
    • jpod
    • March 24, 2016

16. Failed Tests, removing money by 3/15

    By Guest Noidy, March 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • pmacduff
    • March 14, 2002

17. Safe Harbor match and compensation

    By Guest Frankie32, December 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • December 19, 2001

18. 5500 filing

    By Guest ars, November 19, 1999
    • 2 replies
    • 1.5k views
    • 
    • thepensionmaven
    • December 5, 1999

19. Mandatory Cash-out and the old look back rule

    By Guest PJW, September 16, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 2002

20. Safe Harbor Nonelective Contributions

    By 12AX7, August 10, 2009
    • 10 replies
    • 1.5k views
    • 
    • 12AX7
    • August 12, 2009

21. Changing a safe harbor match plan to allow 'true-up of contribution' in current year

    By cpc0506, January 29, 2010
    • 2 replies
    • 1.5k views
    • 
    • MSN
    • January 29, 2010

22. Executor of the estate

    By Nassau, May 20, 2011
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • May 20, 2011

23. Who's the Bene?

    By EHE, September 6, 2017
    • 11 replies
    • 1.5k views
    • 
    • My 2 cents
    • September 8, 2017

24. OK for employer to hold employees' 401(k) contributions in a separate

    By Guest scott shoe, October 27, 2000
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • October 27, 2000

25. State and local government 401(k)s

    By Guest Donaldson, March 22, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 22, 2002

26. Testing Issues - Multiple to Single Employer Plan

    By SRM, April 15, 2004
    • 3 replies
    • 1.5k views
    • 
    • alanm
    • April 27, 2004

27. Prior Year ACP testing but no match made in prior year

    By Lori Foresz, February 3, 2005
    • 4 replies
    • 1.5k views
    • 
    • wmyer
    • February 4, 2005

28. EPCRS and missed deferrals

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

29. Form 5500 Participant Report Line 7b or 7c

    By Madison71, March 3, 2008
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • March 4, 2008

30. Controlled Group

    By Jeff Young, July 19, 2019
    • 7 replies
    • 1.5k views
    • 
    • Luke Bailey
    • July 23, 2019

31. Union then management, hours to count

    By K-t-F, June 12, 2006
    • 5 replies
    • 1.5k views
    • 
    • J2D2
    • June 12, 2006

32. Vesting in Affiliated Service Group

    By Guest, September 16, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 1999

33. Catch up when regular deferrals split between 2 plans

    By Guest k-k-kuz, November 8, 2009
    • 5 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • November 9, 2012

34. Reliance on Advisory Letter-Volume Plan-Affiliated Service Group

    By lkpittman, May 1, 2002
    • 3 replies
    • 1.5k views
    • 
    • lkpittman
    • July 16, 2002

35. 401k Inservice Withdtrawal

    By Guest gaglitm, March 21, 2005
    • 7 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 21, 2005

36. Participant Loans - First payment

    By Gilmore, March 19, 2004
    • 4 replies
    • 1.5k views
    • 
    • rcline46
    • March 19, 2004

37. Life insurance in 401(k)

    By Scuba 401, July 10, 2020
    • 10 replies
    • 1.5k views
    • 
    • acm_acm
    • July 14, 2020

38. EACA - automatic enrollment

    By k man, June 12, 2008
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • June 13, 2008

39. 410(b) coverage testing for SLOBS

    By Guest Thornton, September 17, 2013
    • 2 replies
    • 1.5k views
    • 
    • DMcGovern
    • September 17, 2013

40. Benefits for Volunteer Firefighters

    By Guest Thornton, April 2, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 2, 1999

41. Recordkeeper collecting asset based fees.

    By SRP, May 27, 2005
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • June 1, 2005

42. After Tax - safe Harbor for Testing

    By Guest mkelly, March 7, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 8, 2002

43. Failure to forward deferrals

    By k man, April 19, 2000
    • 7 replies
    • 1.5k views
    • 
    • k man
    • April 24, 2000

44. Safe Harbor 3% NE

    By Guest Powers, November 10, 2006
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • November 13, 2006

45. Partial Termination

    By Guest wwest, September 17, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 27, 1999

46. QMAC Question

    By Guest KD40, February 11, 2004
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 13, 2004

47. Loan Repayment Application To Participants Investment Options

    By Guest CPA, June 17, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • June 19, 2002

48. Relius/Java?

    By Guest stevena1, September 22, 2008
    • 4 replies
    • 1.5k views
    • 
    • Fredman
    • September 24, 2008

49. Mandatory Match

    By Randy Watson, September 22, 2009
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • September 24, 2009

50. Entry Date

    By DTH, September 23, 2016
    • 6 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 30, 2016