401(k) Plans

19,321 topics in this forum

1. Davis-Bacon 401(k)

   By Guest merlin, November 6, 2002
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • November 6, 2002

2. Safe harbor 401(k)

   By Guest jae3207, July 10, 2006
   • 4 replies
   • 1.5k views
   • 
   • Bill Presson
   • July 11, 2006

3. Match Forfeit

   By Guest Mike Schwing, January 28, 2003
   • 3 replies
   • 1.5k views
   • 
   • Alf
   • January 28, 2003

4. Retirement Plan EIN

   By Guest Bizitchie, January 4, 2011
   • 1 reply
   • 1.5k views
   • 
   • 401king
   • January 5, 2011

5. Testing "Most" Otherwise Excludibles Separately

   By austin3515, February 3, 2015
   • 17 replies
   • 1.4k views
   • 
   • MrKnowItLittle
   • February 5, 2015

6. Are there ANY circumstances when a participant may cash out or rollover their 401k monies if they are not terminated, disabled or have passed away?

   By Guest Michael Anderson, February 5, 2004
   • 9 replies
   • 1.4k views
   • 
   • Brian Gallagher
   • February 5, 2004

7. Reclassifying Deferrals to Pass ACP Test

   By Guest KMP, January 11, 2005
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • January 11, 2005

8. Loan Overpayment used for second loan w/o notice

   By maylavinia, October 18, 2018
   • 6 replies
   • 1.4k views
   • 
   • Eve Sav
   • October 19, 2018

9. What should be done with match associated with excess contributions wh

   By John A, March 28, 2000
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • March 30, 2000

10. Self-employed 401K contribution limits

    By Guest evphd, February 23, 2005
    • 2 replies
    • 1.4k views
    • 
    • BeckyMiller
    • March 8, 2005

11. 401(k) and SEP

    By R. Butler, September 19, 2001
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • September 20, 2001

12. changing funds

    By Guest alex, January 22, 2000
    • 6 replies
    • 1.4k views
    • 
    • GBurns
    • February 2, 2000

13. use of match for minimum benefit in top heavy plan

    By AndyH, February 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • February 11, 2002

14. Distributions-terminations

    By Guest Allen Radin, July 27, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 27, 2001

15. After tax contributions in small S.H. 401(k)

    By Lori H, January 23, 2018
    • 5 replies
    • 1.4k views
    • 
    • Lori H
    • January 23, 2018

16. Plan amendments after end of year

    By Guest Gordy, January 14, 2004
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 16, 2004

17. Terminating plans-Vesting-Forfeitures

    By Guest Gordy, April 28, 2004
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • June 1, 2004

18. prior year ADP

    By wmyer, March 21, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 21, 2001

19. Top heavy minimum given to a plan with safe harbor match

    By blue, April 4, 2005
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • April 5, 2005

20. Contributing while disabled

    By Guest Pennysaver, August 20, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 4, 2009

21. Where can I find lists of recent (1999 and 2000) legislation, IRS Rev.

    By John A, September 7, 2000
    • 2 replies
    • 1.4k views
    • 
    • John A
    • September 8, 2000

22. SAR Requirements

    By nancy, April 30, 2003
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • May 1, 2003

23. Returning 2014 deferrals to correct 2013 ADP failure

    By fiona1, March 6, 2014
    • 6 replies
    • 1.4k views
    • 
    • MWeddell
    • March 7, 2014

24. Administrative Fees

    By Guest cconnell, June 28, 2006
    • 2 replies
    • 1.4k views
    • 
    • JanetM
    • June 28, 2006

25. Rejected Loan Repayments

    By Guest Joe401K, July 3, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 5, 2010

26. Different deferral limit for HCE?

    By Guest wallacea, January 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • January 9, 2002

27. Related Rollovers

    By Guest clh, April 1, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 2003

28. Company with SIMPLE 401k merges with Co. with 401k

    By 401king, May 15, 2009
    • 2 replies
    • 1.4k views
    • 
    • 401king
    • May 15, 2009

29. safe harbor match for th minimum

    By Guest billy bong, March 30, 1999
    • 1 reply
    • 1.4k views
    • 
    • Lynn Campbell
    • March 31, 1999

30. Any good article on multiple testing failures?

    By John A, December 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • John A
    • December 30, 1999

31. Missed Deferrals Less Than 3 months

    By coleboy, March 30, 2018
    • 5 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 30, 2018

32. $14,000 deferral limit

    By eilano, September 15, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 16, 2005

33. GUST Remedial Amendment Period / Testing Methods

    By Guest Chains, December 13, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 13, 2000

34. Top Heavy Determination

    By Guest AHS527, June 6, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 7, 2011

35. Roth In Plan Conversions - Reportable on Form 945?

    By Guest Amborg2, December 20, 2010
    • 5 replies
    • 1.4k views
    • 
    • Beemer
    • January 21, 2011

36. Late 401(k) deposits & Payroll date

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

37. Top Heavy Paired Plans

    By austin3515, January 3, 2003
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • January 5, 2003

38. Cavanaugh Investigations, P.C.

    By austin3515, January 6, 2015
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • January 8, 2015

39. employee/plan merger juggernaut

    By Guest basilb, January 6, 2006
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • January 9, 2006

40. Plan Loans

    By Guest Frank Jackson, May 23, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 2000

41. Salary Deferral contributions and Sections 404 deduction limits

    By Guest Amy Harle, July 26, 2001
    • 1 reply
    • 1.4k views
    • 
    • wmyer
    • July 26, 2001

42. Deductible Limit for 401(k) Plan

    By Guest Michael Spaid, November 19, 1999
    • 1 reply
    • 1.4k views
    • 
    • lkpittman
    • November 19, 1999

43. recouping contributions to an employee's 401(k) plan

    By Guest JD698, March 12, 2003
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 13, 2003

44. Asset Charge - Small Business

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

45. Incorrect refund of deferrals

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

46. Self Employed made deferrals /w no earnings

    By RobN, January 24, 2007
    • 4 replies
    • 1.4k views
    • 
    • Jim Chad
    • January 26, 2007

47. ADP Refund After $$ rolled out of plan

    By ratherbereading, May 20, 2019   

    • hce adp refund
    • 1 reply
    • 1.4k views
    • 
    • C. B. Zeller
    • May 20, 2019

48. automatic deferrals and QACA

    By Scuba 401, September 21, 2010
    • 4 replies
    • 1.4k views
    • 
    • Scuba 401
    • September 22, 2010

49. Defaulted loan installment used to satisfy a 70 1/2 required minimum

    By Moe Howard, January 8, 2001
    • 0 replies
    • 1.4k views
    • 
    • Moe Howard
    • January 8, 2001

50. Fee Disclosure Failure -- de minimis exceptions?

    By ERISA-Bubs, September 1, 2023
    • 3 replies
    • 1.4k views
    • 
    • Roycal
    • September 6, 2023