401(k) Plans

19,275 topics in this forum

1. ADP correction using catch up provision

   By Guest nps, May 8, 2003
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • May 9, 2003

2. Accrued to Date testing

   By John Feldt ERPA CPC QPA, August 23, 2012
   • 2 replies
   • 1.5k views
   • 
   • Kevin C
   • August 31, 2012

3. 401(k) Plan w/ LLC with negative K1

   By mschwechter, April 27, 2005
   • 2 replies
   • 1.5k views
   • 
   • mschwechter
   • April 27, 2005

4. Excess Deferral Roth

   By Brenda Wren, April 20, 2021
   • 8 replies
   • 1.5k views
   • 
   • Luke Bailey
   • May 14, 2021

5. Form 1098-Q QLAC Reporting

   By erisa29, April 5, 2015
   • 0 replies
   • 1.5k views
   • 
   • erisa29
   • April 5, 2015

6. Auto Enroll/QDIA Notice

   By Randy Watson, December 17, 2007
   • 0 replies
   • 1.5k views
   • 
   • Randy Watson
   • December 17, 2007

7. Participating ER - stop participating?

   By doombuggy, June 13, 2023
   • 7 replies
   • 1.5k views
   • 
   • Centerstage
   • July 19, 2023

8. Special Pay Plan

   By 30Rock, November 7, 2013
   • 1 reply
   • 1.5k views
   • 
   • mbozek
   • November 8, 2013

9. Failure to Allocate Transferred DB Assets - 4980 Reversion?

   By EBECatty, January 3, 2019
   • 6 replies
   • 1.5k views
   • 
   • VeryOldMan
   • May 28, 2020

10. Nonuniform Employer Contributions

    By Guest LLandau, January 2, 2003
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • January 2, 2003

11. Erroneous Contributions to Terminated Plan

    By Susan S., March 7, 2014
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • March 10, 2014

12. "true up" matching contributions on new participants

    By Guest LLS, June 1, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 1, 2000

13. Entry Date

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

14. EGTRRA impact on coordination of deferrals

    By Guest Ralph, September 26, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 26, 2001

15. Suspending the SH Match

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

16. New safe harbor plan for 2009

    By Guest Georgia1, August 31, 2009
    • 12 replies
    • 1.5k views
    • 
    • Guest
    • February 5, 2010

17. Top Heavy Aggregation

    By KJohnson, February 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • John A
    • March 2, 2000

18. Does anyone know what discrimination testing is required for TSA plans

    By Guest Juracek, March 6, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 7, 2000

19. Safe Harbor 401(k)

    By Guest Gordy, April 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • actuarysmith
    • April 29, 2003

20. Is a rollover from profit sharing plan to a SEP IRA permissable?

    By Guest Ted Kowalchuk, CFP, CFS,, May 17, 2006
    • 1 reply
    • 1.5k views
    • 
    • jevd
    • May 17, 2006

21. Current Availablity Test - different match for different service level

    By John A, March 5, 2003
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 7, 2003

22. non locatable ees

    By Guest rslagle224, October 15, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • October 15, 2001

23. Blackout Notice Failure and Market Loss

    By Guest Lawrenceg, March 5, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 5, 2007

24. Forfeiture Reversion to Employer (sort of) ?

    By legort69, November 7, 2018
    • 8 replies
    • 1.5k views
    • 
    • ERISAAPPLE
    • November 9, 2018

25. Safe Harbor 401k and Required Top Heavy Test

    By ERISAGal, August 21, 2019   

    • 401k
    • safe harbor 401k
    • (and 1 more)

      Tagged with:

      • 401k
      • safe harbor 401k
      • top heavy issue
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • August 21, 2019

26. contract employees

    By Guest mad, July 6, 2004
    • 2 replies
    • 1.5k views
    • 
    • alanm
    • August 4, 2004

27. Involuntary Cashouts / Auto Rollover Rules

    By Guest IRISH79, November 15, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 15, 2006

28. Prohibited Transaction Purchase of Life Insurance from Plan

    By Ananda, November 9, 2021
    • 4 replies
    • 1.5k views
    • 
    • CuseFan
    • November 10, 2021

29. Testing failure of terminated HCE...

    By Guest RONNIE WASEL, November 6, 2003
    • 2 replies
    • 1.5k views
    • 
    • ccassetty
    • November 7, 2003

30. Forfeiture Account

    By Guest dsw713, September 30, 2010
    • 4 replies
    • 1.5k views
    • 
    • 401king
    • October 1, 2010

31. Timing of deposits for employer with multiple payrolls.

    By Guest MES, January 15, 2001
    • 2 replies
    • 1.5k views
    • 
    • KJohnson
    • January 16, 2001

32. Severance From Employment in a Union Plan

    By emmetttrudy, April 1, 2011
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • April 1, 2011

33. US Virgin Islands Controlled group subsidiary of US parent

    By Guest Jose Rosario, December 10, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 2001

34. Testing benefits across company lines and payroll issues.

    By Guest FredBaragona, October 17, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2000

35. Federal Income Tax Treatment of Investment Advisory Fee Withdrawals?

    By Guest rrocket61, May 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • May 18, 2001

36. Safe Harbor 401(k) with Profit Sharing

    By Guest fishered, September 27, 2001
    • 1 reply
    • 1.5k views
    • 
    • actuarysmith
    • September 27, 2001

37. Can a money purchase plan be amended after the end of the plan year to

    By Guest Clain, September 19, 2000
    • 2 replies
    • 1.5k views
    • 
    • Kristina
    • September 19, 2000

38. 401(k) deposits

    By MR, June 19, 2001
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • June 21, 2001

39. Employer Match

    By Guest Elmo, February 1, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • February 1, 2002

40. Corporate trusteeship versus self-trusteeship? Ramifications of both?

    By Guest Kent Scrivener, March 14, 2000
    • 3 replies
    • 1.5k views
    • 
    • Jon Chambers
    • March 21, 2000

41. Defining the “company” with which a participant meets a last-day condition

    By Peter Gulia, February 2, 2018
    • 11 replies
    • 1.5k views
    • 
    • card
    • February 12, 2018

42. Can terminated participants make contributions to 401(K)?

    By Guest fran29, April 20, 2000
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • April 21, 2000

43. MPP/PS Old Style Combo

    By Guest PAINPA, November 10, 2004
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 11, 2004

44. Katrina

    By stevena, November 3, 2005
    • 4 replies
    • 1.5k views
    • 
    • E as in ERISA
    • November 3, 2005

45. Relius/Crystal Lables

    By austin3515, March 30, 2007
    • 9 replies
    • 1.5k views
    • 
    • Fredman
    • April 3, 2007

46. Missing participant forfeiture reinstatement on plan termination

    By BenefitsBum, June 16, 2020
    • 5 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • June 18, 2020

47. Key Employee

    By Guest elang, June 10, 2014   

    • Top Heavy
    • 1 reply
    • 1.5k views
    • 
    • masteff
    • June 11, 2014

48. Prior Plan Year Testing Method

    By Guest Edward McElroy, January 29, 1999
    • 1 reply
    • 1.5k views
    • 
    • Chester
    • January 29, 1999

49. Safe Harbor Match and Top Heavy Minimum

    By Chippy, January 2, 2013
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • January 2, 2013

50. Partner comp: include or exclude matching contribution for partner?

    By Guest Jane Francis, April 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • April 12, 2001