401(k) Plans

19,334 topics in this forum

1. Match Forf in ACP test?

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

2. Elective Transfers

   By Gilmore, April 24, 2017
   • 1 reply
   • 1.5k views
   • 
   • Gilmore
   • April 25, 2017

3. Plan Expenses

   By Guest PTWIN, April 6, 2001
   • 1 reply
   • 1.5k views
   • 
   • Bob R
   • April 9, 2001

4. Non-English Requirements

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

5. Missed Deferral - One Payroll

   By sdix401k, August 24, 2017
   • 3 replies
   • 1.5k views
   • 
   • sdix401k
   • August 24, 2017

6. 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

7. Commonly owned companies and acting as trustee

   By Guest gkare, April 30, 2004
   • 2 replies
   • 1.5k views
   • 
   • jquazza
   • April 30, 2004

8. ADP refunds after full balance already distributed

   By jkharvey, October 31, 2008
   • 3 replies
   • 1.5k views
   • 
   • K2retire
   • November 3, 2008

9. Plan Expenses

   By Guest Ralph, July 16, 2001
   • 1 reply
   • 1.5k views
   • 
   • rcline46
   • July 16, 2001

10. Irregular pay?

    By doombuggy, February 8, 2017   

    • irregular pay
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • February 8, 2017

11. Profit Sharing for owner who is the only eligible participant

    By Alex Daisy, September 16, 2009
    • 12 replies
    • 1.5k views
    • 
    • Guest
    • September 23, 2009

12. Maximizing HCEs while Minimizing NHCEs

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

13. Excruciating Minutiae

    By austin3515, March 12, 2009
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • March 14, 2009

14. Safe Harbor 401k vs Asset Sale

    By gregburst, June 13, 2018
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • June 14, 2018

15. Covering Summer Help

    By Guest SPollock, August 14, 1999
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • August 16, 1999

16. Missing Participants/Terminated Plan

    By Guest Frank Jackson, December 6, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 6, 1999

17. Plan spin-off - employee doesn't want his plan balance spun off to new

    By Guest RS Vatalaro, December 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 21, 1999

18. Top Heavy Example

    By Guest jetfaninmn, October 10, 2005
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • October 10, 2005

19. When to RFP

    By Guest gmykytyn, September 20, 2006
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • September 21, 2006

20. 414s

    By justatester, October 4, 2019
    • 4 replies
    • 1.5k views
    • 
    • Doc Ument
    • October 7, 2019

21. Normal or Separation from Service Distribution

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

22. Proposed Roth 401(k) and federal employees

    By Guest KJoseph, September 12, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 12, 2000

23. Fully Vest Term'd EEs Non-vested Bals?

    By Guest cole stevenson, August 28, 2000
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • August 31, 2000

24. coverage testing

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

25. Loan provision with c-corp law firm

    By Guest S FISCHER, January 16, 2002
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • January 16, 2002

26. ROBS Plan needs a valuation

    By austin3515, December 14, 2016
    • 2 replies
    • 1.5k views
    • 
    • ESOP Guy
    • December 14, 2016

27. Correcting 401a4 - Gateway for corrections?

    By Guest chris4013, July 21, 2005
    • 2 replies
    • 1.5k views
    • 
    • Archimage
    • July 22, 2005

28. Does an estate need to apply for a tax ID to receive a benefit?

    By MR, January 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 22, 2002

29. Ineligible Ee

    By stevena, September 23, 2005
    • 2 replies
    • 1.5k views
    • 
    • Jim Chad
    • February 8, 2013

30. Rollover voluntary after tax to Roth?

    By Jim Chad, April 18, 2013
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • April 18, 2013

31. Short plan year, what hours to prorate?

    By BG5150, August 28, 2020
    • 7 replies
    • 1.5k views
    • 
    • Belgarath
    • September 1, 2020

32. Wanting Web-Based Census Completion

    By Guest JTBRadmin, January 9, 2008
    • 6 replies
    • 1.5k views
    • 
    • FAPInJax
    • March 18, 2008

33. 401k Alternatives

    By Guest dziegler, October 22, 2005
    • 1 reply
    • 1.5k views
    • 
    • four01kman
    • October 22, 2005

34. Hardship Withdrawal

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

35. I made a DUMB mistake and wonder if anybody has any ideas for saving my butt?

    By RayJJohnsonJr, September 4, 2009
    • 5 replies
    • 1.5k views
    • 
    • MWeddell
    • September 8, 2009

36. Transfer to foreign affiliate

    By Guest carsca, April 1, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 1, 2003

37. Loan repayments

    By rlb64, December 16, 2004
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • December 17, 2004

38. Mid-Year Deferral Change By Employees

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

39. Late ADP ACP corrections

    By Tom, April 5, 2024
    • 4 replies
    • 1.5k views
    • 
    • Bri
    • April 9, 2024

40. New 401(k) plan after terminated 401(k) plan

    By Guest Becky Egan, January 10, 2001
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • January 12, 2001

41. ADP and fiscal year

    By Guest moosegirl, August 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • R. Butler
    • August 29, 2003

42. can a company have 2 separate 401(k) plans, and what happens when one

    By Guest Jaki Delia, January 12, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 12, 2001

43. Non spouse beneficiaries

    By Guest LSULLIVAN, May 25, 2007
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • May 27, 2007

44. 401(k) deferrals exceed plan limit

    By Guest SPOT, February 25, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 25, 2002

45. Employer Securities in a Multiple Employer Plan

    By Guest LMalone, February 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • February 15, 2002

46. Surgical Ctrs exempted from ASG definition?

    By MSN, February 11, 2008
    • 5 replies
    • 1.5k views
    • 
    • Jim Norman
    • February 15, 2008

47. Integrated w/SS Part II

    By ratherbereading, May 12, 2020
    • 5 replies
    • 1.5k views
    • 
    • ratherbereading
    • May 13, 2020

48. Safe Harbor Match & NEC to A group of NHCE, 3% SH NEC & A group of HCE Excluded, Cross -Test & TH exemption

    By AdKu, August 10, 2016   

    • Safe Harbor Match
    • NEC to A group of NHCE
    • (and 1 more)

      Tagged with:

      • Safe Harbor Match
      • NEC to A group of NHCE
      • Cross -Test & TH exemption
    • 3 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • August 11, 2016

49. 401(k) Plan with Employer Securities: diversification notice required?

    By Guest Troy S., September 11, 2007
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • September 13, 2007

50. Another triple match question

    By jkharvey, September 13, 2007
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 13, 2007