401(k) Plans

19,275 topics in this forum

1. ASGs and Surgery Centers

   By Guest MikeD, May 19, 2004
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • May 19, 2004

2. CODA

   By John Feldt ERPA CPC QPA, February 7, 2008
   • 0 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • February 7, 2008

3. Family Attribution

   By Guest RS182, June 4, 2009
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • June 4, 2009

4. Negative Elections

   By Guest Rena Breeding, November 5, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • November 19, 1999

5. PEO's and Multiple Employer Plans REV Proc 2002-21

   By Guest Greg W, December 18, 2003
   • 1 reply
   • 1.4k views
   • 
   • Kirk Maldonado
   • December 18, 2003

6. Incorrect refund of deferrals

   By Belgarath, June 27, 2017
   • 3 replies
   • 1.4k views
   • 
   • msmith
   • July 22, 2017

7. 401k Alternatives

   By Guest dziegler, October 22, 2005
   • 1 reply
   • 1.4k views
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   • four01kman
   • October 22, 2005

8. Prior Year testing - no match contributed in prior year

   By cpc0506, August 23, 2018
   • 5 replies
   • 1.4k views
   • 
   • Brenda Wren
   • September 6, 2018

9. Catch-Up Contribution Question for Employees Eligible Mid Year

   By Guest wwc870, August 28, 2002
   • 2 replies
   • 1.4k views
   • 
   • Mike Preston
   • August 29, 2002

10. prevailing wage

    By Guest moltengater, August 16, 2006
    • 1 reply
    • 1.4k views
    • 
    • A Shot in the Dark
    • August 17, 2006

11. employer match and owner employee

    By eilano, February 16, 2006
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • February 20, 2006

12. Alienation of benefits

    By Guest, November 4, 2009
    • 3 replies
    • 1.4k views
    • 
    • J Simmons
    • November 4, 2009

13. mergers

    By Guest susan w, September 8, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 16, 1999

14. Compensation and 1099 Dividends

    By Lori H, March 6, 2009
    • 4 replies
    • 1.4k views
    • 
    • TPA Bob
    • March 7, 2009

15. Acquisition with no plan

    By Zoey, September 28, 2010
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • September 28, 2010

16. Exclusion OK?

    By austin3515, January 15, 2014
    • 8 replies
    • 1.4k views
    • 
    • GMK
    • January 16, 2014

17. Unique 401(k) Match formula. Unique testing?

    By Guest RJM, February 28, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 28, 2002

18. Asset Charge - Small Business

    By Guest jhilliard, June 16, 2003
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • June 16, 2003

19. Eligibility requirements and entry dates

    By mariemonroe, January 9, 2008
    • 2 replies
    • 1.4k views
    • 
    • Sully
    • January 10, 2008

20. Plan Termination

    By Guest cosmo01, June 17, 2003
    • 2 replies
    • 1.4k views
    • 
    • RTK
    • June 17, 2003

21. Testing Prevailing Wage and PS together

    By justanotheradmin, October 15, 2018
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • October 17, 2018

22. 2008 1099-R never issued; now what?

    By Guest jusducki, April 15, 2009
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • April 15, 2009

23. New QNEC Regulations

    By Guest lforesz, December 3, 2002
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • December 3, 2002

24. Flat $100 non-elective contribution per participant on standardized pr

    By Spencer, December 14, 1999
    • 2 replies
    • 1.4k views
    • 
    • Dawn Hafner
    • December 14, 1999

25. Beneficiaries

    By Guest pay, March 27, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 27, 1999

26. Roth Salary Deferral Instructions Not Followed

    By BeanCounterBlues, June 18, 2008
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • June 19, 2008

27. DOL Audits/Company Stock

    By Guest erisafried, August 19, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 22, 2006

28. 401(k) Post Tax Contributions

    By Guest amm19, June 10, 2002
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • June 10, 2002

29. Fixed Match to Discretionary Match

    By Guest notapensiongeek, November 6, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • November 6, 2008

30. Safe Harbor Multiple Employer Plan

    By Guest RAA, December 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 12, 2001

31. No named trustee

    By Guest babs51, June 26, 2006
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • June 27, 2006

32. ACP Refund

    By fiona1, October 13, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 14, 2005

33. May 401k plan create LLC with Plan Sponsor

    By Dalai Pookah, August 6, 2018   

    • prohibited transaction
    • joint investment
    • 20 replies
    • 1.4k views
    • 
    • Luke Bailey
    • August 10, 2018

34. Schedule SSA

    By austin3515, June 13, 2005
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • June 13, 2005

35. Participants did not receive Safe Harbor

    By Guest JohnSB, October 30, 2007
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 8, 2007

36. coverage for employer contributions not made

    By Guest ERIC STRAND, April 22, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 23, 2002

37. Correction of excess deferrals and match

    By Scott, July 12, 2002
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • July 12, 2002

38. new investment provider/deposits

    By pmacduff, October 2, 2012
    • 11 replies
    • 1.4k views
    • 
    • MoJo
    • October 3, 2012

39. Addition of 401k Safe Harbor to existing profit sharing language.

    By Guest Bucker, October 23, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • October 24, 2001

40. Long Term Part Time Employee - plan started 1/1/2023

    By MQS0413, August 21
    • 2 replies
    • 1.4k views
    • 
    • MQS0413
    • August 21

41. Life Insurance Payout and Top Heavy Test

    By emmetttrudy, March 25, 2009
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 25, 2009

42. ADP Safe Harbor, Midyear Expansion in Eligibility

    By Briandfox, December 12, 2014
    • 5 replies
    • 1.4k views
    • 
    • BW
    • December 15, 2014

43. Amend SH notice?

    By Guest AndyL, February 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 6, 2002

44. tax credit

    By FJR, December 6, 2002
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 4, 2003

45. Does anyone have a sample participant notice announcing the adoption o

    By Guest Alison Putnam, October 5, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 14, 2000

46. Participant Confirmations

    By Nassau, June 3, 2011
    • 1 reply
    • 1.4k views
    • 
    • EPCRSGuru
    • June 7, 2011

47. Disabled Participant and 401(k) Safe Harbor Contribution

    By John Feldt ERPA CPC QPA, March 23, 2006
    • 0 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 23, 2006

48. Coverage Testing in a control group

    By cpc0506, June 10, 2014
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 10, 2014

49. Late 401(k) deposits & Payroll date

    By TPApril, September 19, 2012
    • 7 replies
    • 1.4k views
    • 
    • ESOP Guy
    • November 1, 2012

50. safe harbor match changing each year

    By SheilaD, June 1, 2009
    • 2 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • June 15, 2009