401(k) Plans

19,321 topics in this forum

1. Eligibility

   By cdavis25, May 17, 2013
   • 3 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • May 22, 2013

2. A little problem

   By Guest furiousfurrball, April 30, 2008
   • 2 replies
   • 1.4k views
   • 
   • BG5150
   • May 1, 2008

3. 70 1/2 required distributions--changing mind after making initial elec

   By Guest Diane DuFresne, November 30, 2000
   • 2 replies
   • 1.4k views
   • 
   • Kirk Maldonado
   • November 30, 2000

4. Self-Correction

   By Belgarath, January 28, 2013   

   • Catch-up eligible
   • 3 replies
   • 1.4k views
   • 
   • ETA Consulting LLC
   • January 28, 2013

5. Discretionary match on top of SH match

   By AKconsult, November 20, 2018
   • 6 replies
   • 1.4k views
   • 
   • Doc Ument
   • November 23, 2018

6. ADP/ACP Mutliple Use correction

   By Guest GS1100, February 27, 2002
   • 2 replies
   • 1.4k views
   • 
   • MWeddell
   • February 27, 2002

7. General Testing

   By justatester, January 26, 2010
   • 4 replies
   • 1.4k views
   • 
   • justatester
   • January 26, 2010

8. operational error?

   By Guest jfp, July 30, 2003
   • 1 reply
   • 1.4k views
   • 
   • J. Bringhurst
   • July 31, 2003

9. How do we set up a new safe harbor plan for 1999 after 3/1/99?

   By Lynn Campbell, March 3, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • March 4, 1999

10. Who gets top heavy minimum?

    By jquazza, March 24, 2004
    • 0 replies
    • 1.4k views
    • 
    • jquazza
    • March 24, 2004

11. Company Merger but More Generous Match was not provided for in the Updated Plan

    By Bob the Swimmer, April 21, 2021
    • 11 replies
    • 1.4k views
    • 
    • Bob the Swimmer
    • April 23, 2021

12. Fixed Match to Discretionary Match

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

13. mental block... Max Allocation... SH MATCH/pro rata ER

    By K-t-F, December 20, 2007
    • 2 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • December 20, 2007

14. Coverage Testing in a control group

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

15. Exclusion OK?

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

16. Amending a W-2 for 401k

    By austin3515, February 29, 2012
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • March 1, 2012

17. Doctor's Catchup Contribution for 2015

    By Pammie57, August 1, 2016
    • 10 replies
    • 1.4k views
    • 
    • QDROphile
    • August 2, 2016

18. Coverage Testing - adding terminees to get the test to pass

    By Guest crosseyetester, May 5, 2007
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • May 7, 2007

19. Excess Contribution question

    By fiona1, October 3, 2006
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • October 4, 2006

20. Top Heavy Distribution

    By MBCarey, July 15, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 15, 2003

21. Back Pay

    By BTG, August 15, 2023
    • 1 reply
    • 1.4k views
    • 
    • Luke Bailey
    • August 17, 2023

22. EAPs and 401(k)s

    By Guest qualified plan, September 22, 2004
    • 10 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2004

23. Notification for removing loan

    By emmetttrudy, May 25, 2011
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • May 26, 2011

24. Top Heavy under EGTRRA

    By Guest bogart126, March 6, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 7, 2002

25. tax credit

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

26. Life Insurance at Termination of Plan

    By 12AX7, April 5, 2010
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • April 5, 2010

27. Testing Reported on Form 5500

    By ERISA25, September 26, 2013
    • 3 replies
    • 1.4k views
    • 
    • chc93
    • September 28, 2013

28. Lost earnings rate of return

    By cpc0506, November 4, 2014
    • 4 replies
    • 1.4k views
    • 
    • ESOP Guy
    • November 6, 2014

29. Immediate entry if hired by XX Date..

    By jkharvey, March 30, 2007
    • 2 replies
    • 1.4k views
    • 
    • PLAN MAN
    • March 31, 2007

30. safe harbor in the new 401(k) regs

    By Guest anne1, December 9, 2005
    • 6 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 13, 2005

31. Elective Deferral Compensation

    By DTH, December 18, 2003
    • 3 replies
    • 1.4k views
    • 
    • MWeddell
    • December 19, 2003

32. ACP test

    By Guest dstran, March 31, 2006
    • 2 replies
    • 1.4k views
    • 
    • Archimage
    • March 31, 2006

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

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

34. Fees for conversion to new TPA - Settlor or not?

    By TBob, October 20, 2005
    • 0 replies
    • 1.4k views
    • 
    • TBob
    • October 20, 2005

35. Successor Plan?

    By R. Butler, September 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • October 1, 2001

36. 401(k) Plan Fees

    By Guest catdamico, September 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 10, 2001

37. 401(k) vs. 403(b)

    By Guest L, March 6, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 7, 2000

38. GUST Remedial Amendment Period, current vs. prior year testing choice?

    By John A, July 31, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 13, 2001

39. 401(k) plan for LLC

    By bzorc, November 13, 2003
    • 4 replies
    • 1.4k views
    • 
    • chris
    • November 16, 2003

40. Beneficiary options

    By Guest Theresa, March 14, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 15, 2000

41. Postpone Start of Safe Harbor 401(k)??

    By chris, March 21, 2001
    • 2 replies
    • 1.4k views
    • 
    • Richard Anderson
    • March 23, 2001

42. What to do with the money?

    By Guest A_Dude, December 5, 2012
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 6, 2012

43. Compensation used for Safe Harbor

    By Guest allyson, June 21, 2006
    • 4 replies
    • 1.4k views
    • 
    • Archimage
    • June 21, 2006

44. Match Reinstatement - What to do with ACP Testing???

    By heygents, June 26, 2013
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • June 27, 2013

45. SH 3% non-elective with matching

    By Richard Anderson, November 19, 2010
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • November 22, 2010

46. Acquisition with no plan

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

47. Do I have to file a 5500 for 6 cents?

    By Jim Chad, January 12, 2015
    • 10 replies
    • 1.4k views
    • 
    • Jim Chad
    • January 15, 2015

48. Family Attribution

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

49. Controlled Group or not?

    By Guest Lil Anderson, December 21, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 26, 2006

50. Recognize Service for Eligibility and Vesting

    By DP, February 16, 2007
    • 4 replies
    • 1.4k views
    • 
    • DP
    • February 20, 2007