401(k) Plans

19,321 topics in this forum

1. Correcting 1099's

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

2. Safe Harbor Match and Top Heavy Minimum

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

3. Changing Record Keepers

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

4. Forfeiture Vested Funds due to embezzlement

   By Leslie Kalec, August 17, 2021
   • 7 replies
   • 1.5k views
   • 
   • MoJo
   • August 19, 2021

5. Severance From Employment in a Union Plan

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

6. Form 1098-Q QLAC Reporting

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

7. 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

8. Safe Harbor 401(k)

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

9. Return of ADP Refunds

   By bzorc, August 7, 2015
   • 3 replies
   • 1.5k views
   • 
   • QDROphile
   • August 10, 2015

10. Davis-Bacon credit for Matching Contribs

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

11. Forfeiture Account

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

12. Timing of deposits for employer with multiple payrolls.

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

13. Adjusted Dollar Limits

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

14. New safe harbor plan for 2009

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

15. Excluding Partners

    By Guest moltengater, October 27, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 29, 2006

16. 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

17. SECURE Retro SE 401k for 2020

    By Flyboyjohn, December 24, 2019
    • 5 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • January 2, 2020

18. Reversion to Employer from a 401(k) Plan

    By bzorc, August 10, 2023
    • 6 replies
    • 1.5k views
    • 
    • rocknrolls2
    • August 11, 2023

19. SH NE given in Hardship Distribution

    By Dawn Hafner, July 17, 2002
    • 2 replies
    • 1.5k views
    • 
    • Dawn Hafner
    • July 18, 2002

20. Top heavy 401(k) - multiple employer plan - Relius Admin

    By pmacduff, April 13, 2004
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 14, 2004

21. 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

22. 401k and Employer stock

    By Guest halka, September 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • MoJo
    • September 9, 1999

23. Terminated Plan Failed ADP/ACP Testing

    By dom123, March 27, 2023
    • 6 replies
    • 1.5k views
    • 
    • Nate S
    • March 28, 2023

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

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

25. Successor Plan Rule Issue?

    By sb0828, April 3, 2023
    • 10 replies
    • 1.5k views
    • 
    • sb0828
    • April 4, 2023

26. 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

27. non locatable ees

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

28. Blackout Notice Failure and Market Loss

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

29. Nonuniform Employer Contributions

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

30. Safe Harbor Match

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

31. Key Employee

    By Guest elang, June 10, 2014   

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

32. Embezzle to 401(k) plan

    By sla, February 12, 2016
    • 12 replies
    • 1.5k views
    • 
    • BG5150
    • February 15, 2016

33. Why is July Such a Popular Month for 401k Rollovers?

    By DonReynolds, July 13, 2015   

    • 403b
    • roll over 401k plans
    • (and 3 more)

      Tagged with:

      • 403b
      • roll over 401k plans
      • 401k rollover
      • Popular Month for 401k
      • 403b retires
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 13, 2015

34. SECURE Act - Part-time employees and vesting

    By Lisa2005, August 31, 2020
    • 16 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • September 13, 2020

35. 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

36. 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

37. Traditional safe harbor 401k restating to QACA

    By 30Rock, February 9, 2019
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • February 11, 2019

38. MPP/PS Old Style Combo

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

39. Match forfeitures

    By pbarrett, May 28, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 1, 1999

40. Definition of Comp for a Short Plan Year

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

41. Testing benefits across company lines and payroll issues.

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

42. Erroneous Contributions to Terminated Plan

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

43. 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

44. Signature of Plan document

    By Gary, April 27, 2010
    • 4 replies
    • 1.5k views
    • 
    • Gary
    • April 28, 2010

45. terminating c corp

    By Guest S FISCHER, August 29, 2001
    • 1 reply
    • 1.5k views
    • 
    • MJ Hartman
    • August 30, 2001

46. Safe Harbor 401(k)

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

47. Safe Harbor Plan / Top Heavy Question

    By Guest MikeD, April 6, 2010
    • 6 replies
    • 1.5k views
    • 
    • rcline46
    • April 13, 2010

48. contract employees

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

49. Involuntary Cashouts / Auto Rollover Rules

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

50. Testing failure of terminated HCE...

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