401(k) Plans

19,275 topics in this forum

1. "Loan reasons"

   By Guest k8tbrown, January 28, 2002
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • January 29, 2002

2. "Lost Participants"

   By Guest Laura Millwood, May 27, 1999
   • 7 replies
   • 1.9k views
   • 
   • david rigby
   • June 23, 1999

3. "Make Up" Match Several Years Later

   By Flyboyjohn, May 23, 2018   

   • 415
   • 3 replies
   • 521 views
   • 
   • Luke Bailey
   • May 23, 2018

4. "Mega" 401(k)

   By thepensionmaven, December 22, 2023
   • 16 replies
   • 2.1k views
   • 
   • Below Ground
   • January 4, 2024

5. "minimum" Minimum Required Distrib

   By austin3515, November 20, 2006
   • 7 replies
   • 4.4k views
   • 
   • BG5150
   • November 22, 2006

6. "Mistake of Fact"

   By thepensionmaven, May 2, 2018
   • 11 replies
   • 3.8k views
   • 
   • thepensionmaven
   • May 3, 2018

7. "mistaken contribution" (sort of"

   By benpat3, April 26, 2007
   • 1 reply
   • 1.6k views
   • 
   • masteff
   • May 1, 2007

8. "Non-compensated" Service

   By Guest dick@fbanet.com, November 15, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • November 15, 2002

9. "Non-working partner" - count as an employee?

   By AlbanyConsultant, September 9, 2023
   • 7 replies
   • 1.3k views
   • 
   • CuseFan
   • September 12, 2023

10. "Of Counsel"

    By SMB, March 18, 2003
    • 4 replies
    • 1.5k views
    • 
    • goldtpa
    • March 19, 2003

11. "Of counsel" employee receiving K-1

    By Laura Harrington, December 19, 2011
    • 1 reply
    • 1.5k views
    • 
    • Laura Harrington
    • December 19, 2011

12. "on call" employees and determining hours of service

    By Guest MikeD, March 1, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 2, 2007

13. "Open" MEP

    By Robin Wilson, October 27, 2021
    • 0 replies
    • 268 views
    • 
    • Robin Wilson
    • October 27, 2021

14. "open" multiple employer plan

    By Robin Wilson, October 22, 2021
    • 1 reply
    • 409 views
    • 
    • Robin Wilson
    • October 22, 2021

15. "otherwise excludable" ADP testing and cross-testing

    By Craig Garner, May 20, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 21, 2010

16. "otherwise excludable" testing

    By PensionNewbee, March 9, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2004

17. "partial" safe harbor 401(k) plan?

    By EGB, March 8, 2002
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • March 8, 2002

18. "partially" dissolving a plan

    By Brian Gallagher, December 10, 2002
    • 2 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • December 10, 2002

19. "Participant" definition

    By psmnlaw, October 10, 2017
    • 36 replies
    • 2.7k views
    • 
    • psmnlaw
    • October 12, 2017

20. "Participant" Loans

    By Guest erisafried, January 17, 2003
    • 3 replies
    • 1.9k views
    • 
    • austin3515
    • January 18, 2003

21. "Participants" in a 401(k) plan

    By Lori Friedman, September 2, 2004
    • 34 replies
    • 5k views
    • 
    • Kirk Maldonado
    • September 14, 2004

22. "r" Qnec????

    By Guest KD40, September 24, 2002
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • September 25, 2002

23. "Retired" versus "Quit"

    By ldr, January 17, 2018   

    • contributions
    • retirement
    • (and 1 more)

      Tagged with:

      • contributions
      • retirement
      • coding
    • 23 replies
    • 2.8k views
    • 
    • ESOP Guy
    • January 19, 2018

24. "Retirement Plan" Box on Form W-2

    By Guest notapensiongeek, November 15, 2012
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • November 15, 2012

25. "Returning" a 401(k) Contribution

    By Guest SPollock, November 4, 1999
    • 1 reply
    • 1.5k views
    • 
    • Wessex
    • November 4, 1999

26. "Same plan year" for permissive aggregation

    By MWeddell, February 7, 2012
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • March 19, 2012

27. "Satellite Group" Setting 401(k) P-S Plan Issues

    By billfgrady, May 30, 2003
    • 6 replies
    • 1.7k views
    • 
    • E as in ERISA
    • July 11, 2003

28. "separation from employment"/"severance of employment"

    By lexi, August 18, 2007
    • 0 replies
    • 1.2k views
    • 
    • lexi
    • August 18, 2007

29. "Severance from Employment"

    By Guest kkost, October 7, 2002
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 7, 2002

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

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

31. "Signature" Feature in Adobe and other PDF software

    By austin3515, March 3, 2021
    • 10 replies
    • 4.9k views
    • 
    • Luke Bailey
    • March 3, 2021

32. "Solo 401(k)" [note the quotations] Contribution Deadline from Online Article

    By WDIK, December 13, 2023
    • 9 replies
    • 5.3k views
    • 
    • Peter Gulia
    • December 18, 2023

33. "Standardized" Adoption Agreement and Controlled Group

    By PMC, April 4, 2001
    • 5 replies
    • 3k views
    • 
    • Bob R
    • April 11, 2001

34. "Substantially same employees" SECURE 2.0 tax credit

    By justanotheradmin, September 19, 2023
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • September 20, 2023

35. "Testing Quality Data"

    By austin3515, March 9, 2020
    • 2 replies
    • 748 views
    • 
    • austin3515
    • March 9, 2020

36. "true up" for self employed

    By JButtrick, November 20, 2014
    • 8 replies
    • 1.9k views
    • 
    • Craig Garner
    • November 21, 2014

37. "true up" matching contributions on new participants

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

38. "True up" matching contributions under a standard plan

    By Guest Kimberly Flett, November 30, 2001
    • 5 replies
    • 6.3k views
    • 
    • R. Butler
    • November 30, 2001

39. "Un-terminating" a 401(k) Plan

    By Guest EMC, January 26, 2001
    • 2 replies
    • 2.7k views
    • 
    • david rigby
    • January 29, 2001

40. "Unlinking" a wrap plan from a 401(k) plan

    By Guest gaham, March 8, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 8, 2006

41. "wrong" safe harbor notice

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

42. (Cheese and) QACAs plus EACAs

    By zimbo, November 16, 2007
    • 0 replies
    • 1.4k views
    • 
    • zimbo
    • November 16, 2007

43. (k) testing with no EE compensation

    By Guest hyper, June 30, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • June 30, 2005

44. (PTEs 98-54 and 94-20) re: FX

    By Guest Fidu2, June 24, 2003
    • 4 replies
    • 1.1k views
    • 
    • Harwood
    • June 24, 2003

45. [Update] Excess deferral in 2017 (not corrected by April 15, 2018) with two unrelated employers/plans

    By Pxhesq, April 19, 2018   

    • 401(k)
    • excess deferral
    • 5 replies
    • 2.8k views
    • 
    • Kac1214
    • April 20, 2018

46. # of hardships

    By JKW, June 21, 2010
    • 5 replies
    • 1.3k views
    • 
    • 401 Chaos
    • June 24, 2010

47. < $5,000 involuntary cashouts with decline in market.

    By Guest Diane DuFresne, April 11, 2001
    • 3 replies
    • 1.5k views
    • 
    • RCK
    • April 11, 2001

48. |Cash vs 401k

    By 52626, August 16, 2023
    • 8 replies
    • 752 views
    • 
    • Roycal
    • August 18, 2023

49. $0 Compensation Participant in the ADP/ACP Test and Form 5500 Participant Count

    By Vlad401k, March 5, 2021
    • 2 replies
    • 676 views
    • 
    • BG5150
    • March 5, 2021

50. $0 W-2 wages deferred $9,000

    By jsample, March 12, 2019
    • 13 replies
    • 1.1k views
    • 
    • card
    • March 19, 2019