401(k) Plans

19,275 topics in this forum

1. Retroactive Adoption of Safe Harbor Amendment

   By ERISA25, March 21, 2012
   • 2 replies
   • 1.5k views
   • 
   • ERISA25
   • March 21, 2012

2. QDRO - participant quits - ex spouse still leave $ in plan?

   By KTB, July 5, 2011
   • 6 replies
   • 1.5k views
   • 
   • masteff
   • July 7, 2011

3. Vetsing & prior plan maintained by employer

   By alexa, January 16, 2003
   • 1 reply
   • 1.5k views
   • 
   • Mike Preston
   • January 16, 2003

4. 401K vs HRA

   By Guest SLK, September 19, 2006
   • 1 reply
   • 1.5k views
   • 
   • namealreadyinuse
   • September 19, 2006

5. ADP/ACP compensation

   By pmacduff, November 20, 2007
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • November 20, 2007

6. Let's say you lose 90% of the value of your 401k investment in the yea

   By Guest Billy, December 19, 2000
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • December 19, 2000

7. Match Forf in ACP test?

   By Guest Copper, February 11, 2000
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • February 12, 2000

8. QNEC & PPD document...

   By jquazza, March 4, 2005
   • 1 reply
   • 1.5k views
   • 
   • Earl
   • March 4, 2005

9. 401(k) Maintained by LLC

   By chris, September 5, 2001
   • 0 replies
   • 1.5k views
   • 
   • chris
   • September 5, 2001

10. Looking for reasonably priced 401(k) testing & admin software

    By Guest mwcpa, July 28, 2000
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • July 30, 2000

11. Top Heavy Determination

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

12. Automatice Enrollment (Not EACA/Not QACA)

    By KateSmithPA, May 15, 2008
    • 2 replies
    • 1.5k views
    • 
    • KateSmithPA
    • May 15, 2008

13. 3rd Party Sick Pay

    By Guest kcousin, September 13, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 2007

14. Can an employer pre-fund employer contributions

    By spiritrider, November 3, 2017
    • 7 replies
    • 1.5k views
    • 
    • spiritrider
    • November 10, 2017

15. Terminating Safe Harbor 401(k) Plan

    By Guest notapensiongeek, October 16, 2008
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2008

16. Change from participant directed acc't to trustee directed

    By pgold, June 5, 2013
    • 4 replies
    • 1.5k views
    • 
    • Jim Chad
    • June 6, 2013

17. Is 3% Safe Harbor contribution required if no deferrals?

    By jkharvey, November 12, 2003
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • November 13, 2003

18. 401k loan for self-employed person

    By Guest donmartin, February 5, 2009
    • 4 replies
    • 1.5k views
    • 
    • K2retire
    • February 7, 2009

19. Safe Harbor mid-year amendment

    By RLR, July 20, 2015
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • July 28, 2015

20. Hardship Withdrawal

    By Guest Bergy, August 26, 2002
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • August 26, 2002

21. Mid-Year Deferral Change By Employees

    By Guest ralar, December 8, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 1999

22. RMD taken, but not reported

    By Zoey, April 13, 2021
    • 13 replies
    • 1.5k views
    • 
    • Zoey
    • May 19, 2021

23. Employer Current Trends

    By Guest Candy Donegan, October 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • October 29, 2003

24. HCE Limits - 205,000 versus 12,300

    By Guest LisaI, November 9, 2004
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • November 9, 2004

25. union and safe harbor design

    By JanetM, September 24, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 25, 2002

26. Contributions, splits and buys

    By Guest Kriso, October 14, 2003
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • October 15, 2003

27. fixed match with no allocation conditions

    By K2retire, December 9, 2015
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 15, 2015

28. Plan Level Default Investment

    By Guest raleightpa, November 28, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bill Presson
    • November 28, 2007

29. How do you process deductions when there is a 401(k) and a cafeteria p

    By Guest Lesley Sifers, February 23, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 23, 2001

30. HCE Notification Letters

    By PainPA, April 18, 2010
    • 1 reply
    • 1.5k views
    • 
    • cpc0506
    • April 19, 2010

31. SECURE Act - Part-time employees and vesting

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

32. Plan sponsor failed to offer plan and report information on several th

    By Guest MES, February 8, 2001
    • 1 reply
    • 1.5k views
    • 
    • Jon Chambers
    • February 8, 2001

33. egtra catch up on 401(k) beg in 2002

    By Guest dlm, June 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • June 19, 2001

34. Form 5310

    By Guest kmbrown, January 16, 2002
    • 2 replies
    • 1.5k views
    • 
    • Medusa
    • January 18, 2002

35. not finding it in black & white: S-Corp K-1 isn't comp

    By AlbanyConsultant, February 25, 2014
    • 6 replies
    • 1.5k views
    • 
    • Calavera
    • February 26, 2014

36. When can you amend to exclude HCE from plan participation?

    By MR, September 9, 2004
    • 2 replies
    • 1.5k views
    • 
    • MR
    • September 9, 2004

37. 410(b) test for match contributions

    By Santo Gold, January 12, 2007
    • 2 replies
    • 1.5k views
    • 
    • BG5150
    • January 19, 2007

38. Normal or Separation from Service Distribution

    By Guest M.A., October 20, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 21, 2006

39. Schedule Q to Form 5300

    By Guest hank, October 16, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 16, 2001

40. Non-English Requirements

    By Guest Astro, January 22, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2007

41. Quarterly Eligiblity

    By Dazednconfused, November 23, 2009
    • 6 replies
    • 1.5k views
    • 
    • WDIK
    • November 24, 2009

42. 404 limit with 2 plan years

    By Jim Chad, December 22, 2001
    • 1 reply
    • 1.5k views
    • 
    • Richard Anderson
    • December 22, 2001

43. coverage testing

    By Guest SueM382, January 2, 2007
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 3, 2007

44. Maxing at $40,000

    By Guest TAG, October 25, 2002
    • 4 replies
    • 1.5k views
    • 
    • kocak
    • October 31, 2002

45. Safe Harbor Contribution

    By Guest mich823, December 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 6, 2001

46. Fees paid by the plan....by source?

    By jmartin, November 21, 2011
    • 5 replies
    • 1.5k views
    • 
    • TPApril
    • May 23, 2014

47. PS allocation compensation for the last 2 years...

    By Karoline Curran, September 11, 2018
    • 8 replies
    • 1.5k views
    • 
    • Karoline Curran
    • September 13, 2018

48. ADP Test Correction

    By imchipbrown, January 22, 2004
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 23, 2004

49. Maximizing HCEs while Minimizing NHCEs

    By Guest NewB, June 24, 2009
    • 1 reply
    • 1.5k views
    • 
    • K2retire
    • June 25, 2009

50. Private Search Fees deducted from participant account?

    By Dennis Povloski, July 12, 2011
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • July 13, 2011