401(k) Plans

19,321 topics in this forum

1. First plan year - ADP testing compensation

   By shERPA, August 3, 2015
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • August 3, 2015

2. 415 under EGTRRA

   By Guest JBlair, June 26, 2001
   • 3 replies
   • 1.5k views
   • 
   • Earl
   • June 30, 2001

3. Severance payments

   By Guest tonjer, June 12, 2002
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • June 12, 2002

4. Fair allocation formula

   By Guest latwz, March 22, 2006
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • March 23, 2006

5. Control Group Transfer

   By Guest padmin, April 20, 2006
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • April 20, 2006

6. Off calendar year catch ups

   By Guest DTrom, April 12, 2005
   • 4 replies
   • 1.5k views
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   • Beltane
   • September 7, 2005

7. Salary & Hourly Plan - HCE's want In, Can lookback be used

   By Guest JimJ, November 29, 2001
   • 1 reply
   • 1.5k views
   • 
   • Alonzo
   • November 30, 2001

8. Automatic Enrollment (Negative elections)

   By Guest Rich Krahulec, July 16, 1999
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • July 17, 1999

9. Searching for "Lost" Participants

   By metsfan026, April 15, 2025
   • 6 replies
   • 1.5k views
   • 
   • Pam Shoup
   • April 16, 2025

10. Does compensation have to be full year for Average Benefit Percentage

    By John A, April 12, 2001
    • 2 replies
    • 1.5k views
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    • John A
    • April 12, 2001

11. Part-time employees

    By Guest philippa, March 16, 1999
    • 2 replies
    • 1.5k views
    • 
    • Dan
    • March 16, 1999

12. 401k rules for Temp Agencys

    By Guest BillU, January 20, 2004
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • January 20, 2004

13. Employer does not want to pay a match on bonus money paid

    By Francis, December 10, 2010
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • December 10, 2010

14. 401(k) Plans

    By Guest hitt24, March 6, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2002

15. ADP testing was incorrect

    By Guest Boilerburm1, April 17, 2007
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 24, 2007

16. Annual Notice of Catch-Up Eligibility?

    By Guest ghutto, October 14, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2004

17. ACP test and Catch-up contributions

    By Guest gbialikcpa, October 21, 2014   

    • acp
    • catch-up
    • (and 1 more)

      Tagged with:

      • acp
      • catch-up
      • 414v
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • October 21, 2014

18. Details re: 3% nonelective safe harbor provisions implemented mid-year

    By Guest Kelly Igel, April 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • April 18, 2001

19. QPSA/ Survivor annuity

    By k man, August 12, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 16, 2004

20. Compensation - Post Severance

    By PFranckowiak, May 16, 2006
    • 3 replies
    • 1.5k views
    • 
    • ERISAnut
    • May 16, 2006

21. Lost Participants and Reasonable Efforts

    By Guest andmik, May 18, 2004
    • 5 replies
    • 1.5k views
    • 
    • RCK
    • May 21, 2004

22. Timing of Refunds of Excess Contributions

    By Guest k_bo, March 29, 2005
    • 7 replies
    • 1.5k views
    • 
    • QDROphile
    • March 29, 2005

23. Losses Due to Incorrect Investment Mapping

    By spartytax, August 1, 2016
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • December 27, 2016

24. Doc says OK to contrib up to 15% of comp - but what's comp? Plan year?

    By Guest mulrenan, July 22, 1999
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • July 26, 1999

25. NRA rules for pension plans

    By jkharvey, December 3, 2007
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • December 3, 2007

26. How is a participant supposed to know how to correctly fill out their

    By John A, February 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 8, 2001

27. Top Heavy Determination

    By Janice F, May 19, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • June 25, 2010

28. last day rule

    By wsp, September 30, 2005
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • October 1, 2005

29. Salary reduction agreement

    By Guest stillhere, May 25, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 25, 2005

30. Prior Year Testing

    By Guest mmc, March 10, 2011
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • March 10, 2011

31. incorrect refund made to H/C

    By Belgarath, May 6, 2004
    • 9 replies
    • 1.5k views
    • 
    • jquazza
    • May 10, 2004

32. 401k Plan

    By Guest Lindee, February 29, 2008
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • February 29, 2008

33. Simple 401(k) plans and employer stock

    By Guest KMcQ, October 28, 1999
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • October 29, 1999

34. As an employer making a company match on a 401(k) Plan, does the compa

    By Guest MaryP, April 4, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 4, 2001

35. "wrong" safe harbor notice

    By PensionNewbee, January 30, 2004
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • January 30, 2004

36. Self-employed net loss

    By R. Butler, October 21, 2013
    • 4 replies
    • 1.5k views
    • 
    • R. Butler
    • November 14, 2013

37. Controlled Group - 5500 Filing

    By MBCarey, June 24, 2002
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 25, 2002

38. Rollover to employer 401k plan from an IRA that may contain contributi

    By Guest Cliff Langwith, May 3, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 3, 2001

39. RMD's

    By Guest le190, March 16, 1999
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 17, 1999

40. 415 excess

    By fiona1, March 20, 2008
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • March 21, 2008

41. Administrative Challenge

    By Gary, December 19, 2008
    • 6 replies
    • 1.5k views
    • 
    • JanetM
    • December 23, 2008

42. Reporting of excess contribution

    By Guest alcharles, April 7, 2000
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • April 9, 2000

43. 401(k) Safe Harbor and the Year-end rush to adopt new plans for '03

    By Guest Hilarion, December 30, 2003
    • 11 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 31, 2003

44. Can a plan use money in their forfeiture account to pay the gains on e

    By Guest Michael Anderson, September 3, 2002
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • September 3, 2002

45. Untimely deposits listed on schedule I

    By Guest jkrad, January 14, 2005
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • January 15, 2005

46. When is contribution deductible, plan is calendar year but employer is

    By jkharvey, March 12, 2002
    • 0 replies
    • 1.5k views
    • 
    • jkharvey
    • March 12, 2002

47. after tax deferrals:

    By Lori H, December 30, 2008
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • December 30, 2008

48. 401k elective deferral

    By Gary, June 27, 2007
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • June 27, 2007

49. Loans from Roth 401k

    By austin3515, March 31, 2016
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • March 31, 2016

50. Successor Plan

    By Guest lvegas, December 11, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 15, 2008