401(k) Plans

19,275 topics in this forum

1. unallocated employer contribution

   By k man, February 25, 2009
   • 14 replies
   • 6.5k views
   • 
   • Guest
   • March 2, 2009

2. Full Scope Audit

   By Guest scott34, July 7, 2009
   • 14 replies
   • 4k views
   • 
   • Guest
   • July 17, 2009

3. Catch UP Contribution

   By Pammie57, July 8, 2015
   • 14 replies
   • 2.1k views
   • 
   • Mike Preston
   • July 14, 2015

4. ER's payroll cannot support loan payments

   By BG5150, July 9, 2019
   • 14 replies
   • 1k views
   • 
   • BG5150
   • July 9, 2019

5. Application of Last Day of Employment Rule for Self-Employed Partner in Profit Sharing Plan

   By 401 Chaos, March 31, 2022
   • 14 replies
   • 1.2k views
   • 
   • 401 Chaos
   • April 21, 2022

6. Loan Source restrictions - time for a new recordkeeper?

   By justanotheradmin, February 5, 2021
   • 14 replies
   • 1.8k views
   • 
   • msmith
   • February 8, 2021

7. Is an SMM required

   By cpc0506, July 18, 2013
   • 14 replies
   • 4.6k views
   • 
   • ForksnKnives
   • July 22, 2013

8. 24 v 26 pay periods

   By Good401(k), October 5, 2018   

   • 401(k)
   • 403(b)
   • (and 1 more)

     Tagged with:

     • 401(k)
     • 403(b)
     • compliance
   • 14 replies
   • 5.3k views
   • 
   • CJ Allen
   • October 9, 2018

9. top paid group election

   By PensionNewbee, May 12, 2004
   • 14 replies
   • 4.9k views
   • 
   • RTK
   • May 13, 2004

10. Deceased Participant

    By Guest Twinky, August 6, 2007
    • 14 replies
    • 3.9k views
    • 
    • Guest
    • September 5, 2007

11. Is there a choice of "3(16)" service providers?

    By Peter Gulia, November 24, 2017   

    • erisa; 3(16); service provider
    • 14 replies
    • 2.2k views
    • 
    • Kac1214
    • November 30, 2017

12. payroll company will not match 401k contributions

    By TPApril, January 24, 2017
    • 14 replies
    • 1.2k views
    • 
    • TPAJake
    • January 27, 2017

13. Late Safe Harbor Notices

    By Alf, December 28, 2000
    • 14 replies
    • 5k views
    • 
    • actuarysmith
    • July 17, 2002

14. Gateway Minimum Contribution

    By TH 401k, October 1
    • 14 replies
    • 515 views
    • 
    • CuseFan
    • October 3

15. Discretionary Match After Plan Year End

    By Gilmore, January 26, 2019
    • 14 replies
    • 3.9k views
    • 
    • Tom Poje
    • February 4, 2019

16. Allocation of Corrective QNEC (missed deferrals)

    By 401QUE, November 15, 2012
    • 14 replies
    • 14.4k views
    • 
    • Guest
    • March 5, 2013

17. Multiple In-Service Distributions In 1 Plan Year

    By metsfan026, July 30, 2024
    • 14 replies
    • 1.7k views
    • 
    • Peter Gulia
    • August 2, 2024

18. Mandatory Integration

    By sdix401k, September 6, 2007
    • 14 replies
    • 3k views
    • 
    • sdix401k
    • September 10, 2007

19. Never Offered to Participate in Safe Harbor 401K Plan by Employer

    By Lenny van den Hof, October 28, 2019   

    • 401 k
    • 14 replies
    • 2.3k views
    • 
    • Bird
    • November 11, 2019

20. Overriding Vesting

    By khn, June 27, 2017
    • 14 replies
    • 2.9k views
    • 
    • Below Ground
    • June 30, 2017

21. 414s Testing

    By justatester, January 31, 2013
    • 14 replies
    • 5.3k views
    • 
    • Tom Poje
    • May 15, 2013

22. Solo 401K contribution limit per family

    By Blue_Sky, October 28, 2020
    • 14 replies
    • 1k views
    • 
    • RatherBeGolfing
    • October 29, 2020

23. ADP, Catch-Up and Refund

    By imchipbrown, February 27, 2009
    • 14 replies
    • 2.5k views
    • 
    • imchipbrown
    • March 3, 2009

24. Top Heavy Vesting

    By New2EB, October 29, 2015
    • 14 replies
    • 3.7k views
    • 
    • Belgarath
    • November 10, 2015

25. Safe Harbor Plan

    By Guest mdcb, October 28, 2009
    • 14 replies
    • 2.3k views
    • 
    • Tom Poje
    • November 5, 2009

26. SAR for eligible participants

    By Belgarath, October 9, 2017
    • 14 replies
    • 5.1k views
    • 
    • Bird
    • October 18, 2017

27. Two plans - one brokerage account

    By BFree, February 26, 2003
    • 14 replies
    • 2.7k views
    • 
    • Guest
    • January 17, 2013

28. Revoking an election

    By E as in ERISA, June 4, 2002
    • 14 replies
    • 4.4k views
    • 
    • MWeddell
    • June 7, 2002

29. Schedule C Calc - Self Employed

    By austin3515, March 25, 2015
    • 14 replies
    • 2.5k views
    • 
    • austin3515
    • March 25, 2015

30. 60-Day Rollover Rule Question

    By Gadgetfreak, March 14, 2012
    • 13 replies
    • 4.3k views
    • 
    • MoJo
    • June 5, 2012

31. S corps, General Partnerships, and 401(k) Withholding

    By Chris123, February 21, 2020
    • 13 replies
    • 6.4k views
    • 
    • C. B. Zeller
    • March 22, 2021

32. Wants to defer out of bonus only

    By Guest dubya, March 8, 2004
    • 13 replies
    • 2.5k views
    • 
    • Lame Duck
    • March 18, 2004

33. Offering plan to corporation under common control

    By Guest Buzzman, July 11, 2008
    • 13 replies
    • 2.6k views
    • 
    • Guest
    • July 16, 2008

34. Setting up a new plan for 2021 - missed the SH deadline, correct?

    By Jakyasar, October 8, 2021
    • 13 replies
    • 1.5k views
    • 
    • Lou S.
    • August 5, 2022

35. Otherwise Excludable Employees on ADP Test

    By ratherbereading, May 11, 2018   

    • 401k test; excludable ees
    • 13 replies
    • 3.8k views
    • 
    • Tom Poje
    • February 19, 2019

36. CARES Act loan provisions- Optional

    By Ian, April 2, 2020
    • 13 replies
    • 2.2k views
    • 
    • MoJo
    • April 6, 2020

37. PSA - FEMA Disaster Areas

    By austin3515, April 2, 2020
    • 13 replies
    • 1.8k views
    • 
    • Gilmore
    • April 7, 2020

38. One Time Irrevocable Election

    By Guest ptpnthr, April 9, 2004
    • 13 replies
    • 3.7k views
    • 
    • Lori Foresz
    • April 19, 2004

39. Includable in 2005 Dec ye ADP test?

    By Beltane, July 17, 2006
    • 13 replies
    • 2.2k views
    • 
    • Beltane
    • July 20, 2006

40. What if participant wants backup on ADP refund?

    By BG5150, February 11, 2022
    • 13 replies
    • 1.7k views
    • 
    • Lou S.
    • February 14, 2022

41. Employer Wants to Reimburse Plan

    By austin3515, March 15, 2012
    • 13 replies
    • 2.3k views
    • 
    • Kevin C
    • March 21, 2012

42. Solo K with statutory Eees

    By pjb1835, November 4, 2019
    • 13 replies
    • 1.1k views
    • 
    • Luke Bailey
    • November 6, 2019

43. CARES Act Loan Suspension

    By austin3515, November 6, 2020
    • 13 replies
    • 2.3k views
    • 
    • Luke Bailey
    • November 9, 2020

44. Safe Harbor contribution deadline

    By Jakyasar, October 11, 2021
    • 13 replies
    • 2.2k views
    • 
    • Jakyasar
    • October 20, 2021

45. RMD taken, but not reported

    By Zoey, April 13, 2021
    • 13 replies
    • 1.5k views
    • 
    • Zoey
    • May 19, 2021

46. 401k Offshore processing

    By Guest JohnXXXX, August 28, 2002
    • 13 replies
    • 3.8k views
    • 
    • BFree
    • September 4, 2002

47. Revenge of the Service Contract Act--Vesting of non-elective contributions

    By Guest erisafried, March 12, 2005
    • 13 replies
    • 8.3k views
    • 
    • GBurns
    • March 15, 2005

48. Beneficiary Designation

    By Lucky32, June 5, 2024
    • 13 replies
    • 2k views
    • 
    • CuseFan
    • June 7, 2024

49. Sign-on bonuses

    By austin3515, November 6, 2015
    • 13 replies
    • 3.3k views
    • 
    • austin3515
    • February 7

50. M&A - terminate buyer's plan?

    By casey72, October 16
    • 13 replies
    • 858 views
    • 
    • casey72
    • November 6