401(k) Plans

19,321 topics in this forum

1. New 2010 EZ is Oiut

   By austin3515, June 14, 2011
   • 3 replies
   • 1.1k views
   • 
   • Bird
   • June 15, 2011

2. Discontinue paying advisory fees for terminated participants

   By Anonymoose, October 8, 2013
   • 3 replies
   • 1.2k views
   • 
   • Lou S.
   • October 9, 2013

3. short plan year

   By Robin Wilson, March 17, 2021
   • 3 replies
   • 826 views
   • 
   • Gilmore
   • March 21, 2021

4. Inservice W/D prior to age 59 1/2

   By Guest S FISCHER, July 3, 2001
   • 3 replies
   • 2.9k views
   • 
   • MWeddell
   • July 5, 2001

5. Safe Harbor match & top heavy

   By Santo Gold, March 2, 2006
   • 3 replies
   • 2.4k views
   • 
   • Leopurrd
   • March 2, 2006

6. Safe Harbor Match Arrangement

   By MBCarey, August 30, 2007
   • 3 replies
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • August 31, 2007

7. Earnings Calc on 415 Excess

   By Guest mac_qka, August 26, 2008
   • 3 replies
   • 1.3k views
   • 
   • ERISAnut
   • August 27, 2008

8. Plan Sponsor Bankruptcy - Deduction/Charging of Fees by Service Provider

   By Guest CaptainMarvel, August 26, 2009
   • 3 replies
   • 1.8k views
   • 
   • J Simmons
   • August 27, 2009

9. Controlled Group

   By Guest 409 eh?, April 19, 2011
   • 3 replies
   • 1.1k views
   • 
   • Lou S.
   • April 19, 2011

10. Limits for Individual covered by multiple plans

    By rfahey, December 9, 2011
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 12, 2012

11. Plan Document limits deferrals to 50% of compensation

    By Pammie57, August 25, 2015
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • August 25, 2015

12. adp testing - controlled group

    By Chippy, November 21, 2016
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 22, 2016

13. ADP / ACP Tests & Match Forfeitures vs. Refund

    By CLE401kGuy, March 1, 2018
    • 3 replies
    • 4.8k views
    • 
    • Tom Poje
    • March 2, 2018

14. Comp for match--stop match after the limit?

    By BG5150, November 11, 2024
    • 3 replies
    • 1.1k views
    • 
    • QDROphile
    • November 11, 2024

15. New plan for partner of old entity

    By Guest Gordy, September 23, 2005
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 26, 2005

16. ACP Test Exclusions

    By Leopurrd, March 2, 2006
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 2, 2006

17. Union in ADP test

    By ombskid, December 19, 2006
    • 3 replies
    • 1.8k views
    • 
    • PLAN MAN
    • December 20, 2006

18. Roth Corrective Distribution & Form 1099-R

    By Gruegen, January 17, 2007
    • 3 replies
    • 3.1k views
    • 
    • WDIK
    • January 18, 2007

19. Broker v. TPA

    By Guest Quacka, January 6, 2009
    • 3 replies
    • 3.3k views
    • 
    • K2retire
    • January 7, 2009

20. Testing income allocation for individual participant account

    By Guest Lin, May 2, 2009
    • 3 replies
    • 6.1k views
    • 
    • Guest
    • May 5, 2009

21. Prevailing wage question

    By K2retire, February 25, 2011
    • 3 replies
    • 5.8k views
    • 
    • Kevin C
    • February 25, 2011

22. ADP/ACP Refund Earnings

    By pjb1835, November 14, 2017
    • 3 replies
    • 2.4k views
    • 
    • ETA Consulting LLC
    • November 14, 2017

23. ADP Refund

    By Guest Melissa Winslow, May 22, 2000
    • 3 replies
    • 2.3k views
    • 
    • Richard Anderson
    • June 3, 2000

24. 401(k) and Union Plan

    By 52626, March 14, 2024
    • 3 replies
    • 1.8k views
    • 
    • 52626
    • March 21, 2024

25. 401(k) Availability for State and Local Governments

    By Guest Joel Lee, March 3, 2004
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • March 4, 2004

26. defaulted loans

    By Guest mk2308, August 2, 2005
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • August 3, 2005

27. 401(k) Inservice Taxes

    By Guest Dan Kutzke, December 9, 2005
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 12, 2005

28. PS Alloc based on Years of Service

    By jmartin, March 23, 2020
    • 3 replies
    • 819 views
    • 
    • BG5150
    • March 24, 2020

29. Opt-out

    By Bruce1, July 10, 2025
    • 3 replies
    • 973 views
    • 
    • Paul I
    • July 14, 2025

30. Discretionary tiered match and benefits rights and features testing.

    By KJohnson, January 15, 2001
    • 3 replies
    • 3.7k views
    • 
    • Guest
    • January 16, 2001

31. Wanted: Recordkeeper for Puerto Rico based 401(k) type plan!

    By Guest backer, March 14, 2001
    • 3 replies
    • 1.9k views
    • 
    • alanm
    • March 15, 2001

32. Excess Deferrals in two plans

    By Guest lforesz, February 13, 2002
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 13, 2002

33. Automatic enrollment and immediate elgibility

    By alexa, May 2, 2009
    • 3 replies
    • 1.1k views
    • 
    • PensionPro
    • May 3, 2009

34. Cancelling a 401k

    By Guest vinson7, June 2, 2009
    • 3 replies
    • 2k views
    • 
    • Guest
    • June 3, 2009

35. Participant Disclosure and Plan Amendment

    By Jennifer D., November 8, 2012
    • 3 replies
    • 1k views
    • 
    • MoJo
    • November 8, 2012

36. Do your clients get source documents for a hardship claim?

    By Peter Gulia, October 13, 2020   

    • hardship
    • 3 replies
    • 902 views
    • 
    • Ilene Ferenczy
    • October 14, 2020

37. "Shifting" %'s in ADP/ACP Test

    By Guest LOhmer, December 16, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • January 25, 1999

38. After tax contribution in testing.

    By swam, March 15, 2024   

    • after tax contributions
    • acp test
    • (and 1 more)

      Tagged with:

      • after tax contributions
      • acp test
      • 401(m)
    • 3 replies
    • 681 views
    • 
    • Bri
    • March 15, 2024

39. eligibility question

    By Tom, July 10, 2025
    • 3 replies
    • 812 views
    • 
    • Sabbir Hossain Khan
    • July 12, 2025

40. 401k Home Mortgage Loans

    By Guest batberf, November 29, 2001
    • 3 replies
    • 3.7k views
    • 
    • Steve72
    • November 29, 2001

41. Exclusion of Members of a Controlled Group

    By Guest PES, June 18, 2002
    • 3 replies
    • 1.5k views
    • 
    • pjkoehler
    • June 18, 2002

42. QNEC & Profit Sharing contributions

    By Guest jim williams, March 3, 2004
    • 3 replies
    • 3.4k views
    • 
    • jquazza
    • March 3, 2004

43. Eligible for catch-ups?

    By Guest KMP, September 13, 2004
    • 3 replies
    • 1.3k views
    • 
    • Lori Friedman
    • September 13, 2004

44. 401k

    By Guest lskin, April 24, 2006
    • 3 replies
    • 1.3k views
    • 
    • ERISAnut
    • April 26, 2006

45. Solo k Tax ID

    By Guest bouncingsoul, November 17, 2006
    • 3 replies
    • 1.3k views
    • 
    • SMB
    • November 18, 2006

46. QNEC / Gateway / 401a

    By Guest elang, August 31, 2010
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • September 1, 2010

47. Using 2021 Forms 1096 with 2022 Forms 1099-R

    By AJC, February 16, 2023
    • 3 replies
    • 462 views
    • 
    • Kristina Kan
    • February 17, 2023

48. Looking for Citation

    By thepensionmaven, July 14, 2023
    • 3 replies
    • 543 views
    • 
    • pmacduff
    • July 14, 2023

49. LTPT AAAARRRRRGGGGHHHHH!!!

    By Belgarath, September 18, 2023
    • 3 replies
    • 929 views
    • 
    • Peter Gulia
    • September 18, 2023

50. 401(k) on top of maxed DB

    By Jim Chad, September 24, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • September 24, 2008