401(k) Plans

19,275 topics in this forum

1. 3% NEC Safe Harbor w/ permitted disparity PS allocation

   By dmb, February 5, 2003
   • 2 replies
   • 1.5k views
   • 
   • Mike Preston
   • February 5, 2003

2. non-discrim testing for salaried vs. hourly plans

   By Guest le190, February 20, 1999
   • 2 replies
   • 1.5k views
   • 
   • LCARUSI
   • February 23, 1999

3. Asset Purchase Agreement

   By cripp12, April 7, 2004
   • 3 replies
   • 1.5k views
   • 
   • Alf
   • April 8, 2004

4. Newly established safe harbor 401(k) plan

   By R. Butler, September 7, 2001
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • September 7, 2001

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

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

6. Trading Restrictions on Company Stock

   By RCK, January 29, 2007
   • 3 replies
   • 1.5k views
   • 
   • JanetM
   • January 30, 2007

7. SAFE HARBOR not a top-heavy plan

   By PensionNewbee, January 21, 2004
   • 9 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • January 22, 2004

8. Solo 401(k), First 5500, DFVC

   By 401king, February 6, 2018
   • 6 replies
   • 1.5k views
   • 
   • 401king
   • February 7, 2018

9. Issues with Mutliple Employer 401K Plans?

   By Guest ebailey, July 21, 2010
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • July 22, 2010

10. Multiemployer 401(k) Plan

    By Guest SPollock, May 3, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 5, 1999

11. Participant Loans

    By 2muchstress, August 13, 2002
    • 3 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • August 14, 2002

12. 4K Safe Harbor Match Plan Termination

    By mschwechter, October 20, 2004
    • 4 replies
    • 1.5k views
    • 
    • mschwechter
    • October 21, 2004

13. 401(k) contributions from a bonus

    By Santo Gold, December 8, 2004
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • December 8, 2004

14. Eligible employee mistakenly excluded from making contrbutions.

    By Guest ars, February 18, 2000
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • February 23, 2000

15. Determining who is an HCE...

    By Guest RONNIE WASEL, November 12, 2003
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 12, 2003

16. Controlled Group

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

17. 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

18. Severance package to a terminated employee

    By ratherbereading, January 8, 2020
    • 10 replies
    • 1.5k views
    • 
    • DiamondJim76
    • January 15, 2020

19. Top- Heavy 401k Plan Terminating SH Match

    By Guest Sayles, June 18, 2009
    • 3 replies
    • 1.5k views
    • 
    • jkdoll2
    • June 18, 2009

20. Roths in K Plans

    By Jed Macy, August 5, 2001
    • 2 replies
    • 1.5k views
    • 
    • Jed Macy
    • August 6, 2001

21. Can You Defer NOW for 2012?

    By Guest Jay345, February 25, 2013
    • 8 replies
    • 1.5k views
    • 
    • rcline46
    • February 27, 2013

22. 410(b) testing with a quarterly last day requirement

    By Guest ticket, December 28, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 1998

23. Fees vs. Sanctions

    By Guest Jose Rosario, July 25, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 25, 2003

24. Sanity check - Would this work as a Safe Harbor?

    By Guest fender5150, October 29, 2007
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • November 2, 2007

25. Correcting 1099's

    By Richard Anderson, March 3, 2000
    • 0 replies
    • 1.5k views
    • 
    • Richard Anderson
    • March 3, 2000

26. Changing Record Keepers

    By Guest stevembauer, August 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • 2muchstress
    • August 3, 2002

27. 401k Cash Surrender Value

    By 52626, March 10, 2023
    • 8 replies
    • 1.5k views
    • 
    • FPGuy
    • March 14, 2023

28. HCE determination

    By ccassetty, July 14, 2003
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 14, 2003

29. Employer limits HCE contributoins

    By BG5150, January 14, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 15, 2009

30. 401K residential loan

    By Cookflhx, October 16, 2017   

    • 401k
    • residential
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • October 16, 2017

31. Auto Rollover amendments

    By Guest sherrycash, March 14, 2005
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • March 16, 2005

32. Bush's new plan. Repeal of Top-Heavy?

    By KJohnson, January 30, 2003
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • January 30, 2003

33. Top Paid Group Election

    By Guest, February 1, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 1, 2000

34. Definition of Comp for a Short Plan Year

    By Archimage, December 6, 2005
    • 0 replies
    • 1.5k views
    • 
    • Archimage
    • December 6, 2005

35. Correcting now (or not) for overcontribution in prior year

    By Guest SuzieQNEC, February 4, 2008
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • February 7, 2008

36. QACA

    By Belgarath, January 7, 2008
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • January 7, 2008

37. 401K Safe Harbor Match with Discretionary PS

    By thepensionmaven, December 7, 2021
    • 9 replies
    • 1.5k views
    • 
    • thepensionmaven
    • December 7, 2021

38. 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

39. Safe Harbor nonelective contribution-can it be company stock?

    By Guest Bill MM, May 30, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 30, 2001

40. Successor plan does not want to accept deferrals from acquired plan du

    By Guest LMalone, May 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • May 9, 2001

41. Elective Deferral Paid By Employee Ok?

    By Guest new401kplan, January 10, 2013   

    • elective deferral
    • contirbution
    • (and 1 more)

      Tagged with:

      • elective deferral
      • contirbution
      • retroactive
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 10, 2013

42. Safe Harbor Match

    By Guest jim williams, June 25, 2007
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 26, 2007

43. Davis-Bacon credit for Matching Contribs

    By Guest dbvail, March 6, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 6, 2007

44. Top heavy contribution for key employee

    By cathyw, March 24
    • 11 replies
    • 1.5k views
    • 
    • Paul I
    • March 26

45. Participant Death Surviving Spouse over 70.5 RMD?

    By Guest SLBRB, November 5, 2012
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 5, 2012

46. ACP Safe Harbor / $2,500 cap on match

    By austin3515, January 12, 2015
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • January 12, 2015

47. Calendar Year Election

    By Guest Pension Girl, March 16, 2010
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 16, 2010

48. ADP Test - Employer Sponsors 2 Plans

    By JBones, March 11, 2014
    • 4 replies
    • 1.5k views
    • 
    • JBones
    • March 11, 2014

49. Adjusted Dollar Limits

    By Guest Kennedy, November 8, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 8, 1999

50. Prohibited Transactions

    By Guest eparrs, October 24, 2008
    • 1 reply
    • 1.5k views
    • 
    • Ron Snyder
    • October 31, 2008