401(k) Plans

19,337 topics in this forum

1. top heavy and family aggregation

   By Guest erisalady, October 9, 2012
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • October 9, 2012

2. Missed Deferral Opportunity using forfeiture account

   By JKW, October 30, 2013
   • 1 reply
   • 1.5k views
   • 
   • chc93
   • October 30, 2013

3. EAPs and 401(k)s

   By Guest qualified plan, September 22, 2004
   • 10 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • September 23, 2004

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

   By Bob the Swimmer, April 21, 2021
   • 11 replies
   • 1.5k views
   • 
   • Bob the Swimmer
   • April 23, 2021

5. switching from a 401 (k) to a defined benefit plan.

   By Guest miltzall, July 12, 2000
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • July 12, 2000

6. automatic deferrals and QACA

   By Scuba 401, September 21, 2010
   • 4 replies
   • 1.5k views
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   • Scuba 401
   • September 22, 2010

7. 401(k) and SEP

   By R. Butler, September 19, 2001
   • 2 replies
   • 1.5k views
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   • R. Butler
   • September 20, 2001

8. Safe harbor deadlines

   By Guest Ephesian431, October 6, 1999
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • October 6, 1999

9. Money Purchase Plan Term mid year

   By Guest NeophiteTPA, March 24, 2006
   • 1 reply
   • 1.5k views
   • 
   • Ron Snyder
   • March 30, 2006

10. Coverage Testing in a control group

    By cpc0506, June 10, 2014
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • June 10, 2014

11. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire, April 25, 2023
    • 7 replies
    • 1.5k views
    • 
    • BG5150
    • May 17, 2023

12. Coverage- DC/DB

    By Guest Napili, January 4, 2003
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • January 9, 2003

13. Seeking guidance on 411(d)(6)(E) and 1.411(d)-4 a-2(e)

    By gholtz, November 19, 2021   

    • distributions
    • anti-cutback
    • (and 1 more)

      Tagged with:

      • distributions
      • anti-cutback
      • mergers
    • 3 replies
    • 1.5k views
    • 
    • gholtz
    • December 9, 2021

14. Peo

    By Guest Lex, October 2, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 15, 2002

15. Distributions-terminations

    By Guest Allen Radin, July 27, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 27, 2001

16. Self Employed made deferrals /w no earnings

    By RobN, January 24, 2007
    • 4 replies
    • 1.5k views
    • 
    • Jim Chad
    • January 26, 2007

17. Retirement Plan EIN

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

18. 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
    • 1.5k views
    • 
    • Brian Gallagher
    • February 5, 2004

19. CFO switching to 1099--Would you let him keep paying his loan?

    By TPAJake, December 13, 2016
    • 11 replies
    • 1.5k views
    • 
    • TPAJake
    • December 15, 2016

20. Reclassifying Deferrals to Pass ACP Test

    By Guest KMP, January 11, 2005
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • January 11, 2005

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

    By blue, April 4, 2005
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • April 5, 2005

22. Sole Prop. with one employee

    By FJR, March 7, 2002
    • 3 replies
    • 1.5k views
    • 
    • FJR
    • March 8, 2002

23. Employee insures spouse for life ins., divorce,then spouse dies six da

    By Guest Maggie7, January 14, 2000
    • 3 replies
    • 1.5k views
    • 
    • GBurns
    • January 15, 2000

24. SAR Requirements

    By nancy, April 30, 2003
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • May 1, 2003

25. 401(k) Plan for parternships with PCs

    By nancy, June 4, 1999
    • 0 replies
    • 1.5k views
    • 
    • nancy
    • June 4, 1999

26. ADP rate testing net comp

    By legort69, March 13, 2021
    • 12 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 17, 2021

27. Administrative Fees

    By Guest cconnell, June 28, 2006
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • June 28, 2006

28. Different deferral limit for HCE?

    By Guest wallacea, January 9, 2002
    • 2 replies
    • 1.5k views
    • 
    • MGB
    • January 9, 2002

29. Recognition of Service

    By Ahuntingus, February 1, 2021
    • 9 replies
    • 1.5k views
    • 
    • Ahuntingus
    • February 2, 2021

30. Controlled Groups

    By Guest Erin W, March 23, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • March 28, 2011

31. Doctor's Catchup Contribution for 2015

    By Pammie57, August 1, 2016
    • 10 replies
    • 1.5k views
    • 
    • QDROphile
    • August 2, 2016

32. safe harbor match for th minimum

    By Guest billy bong, March 30, 1999
    • 1 reply
    • 1.5k views
    • 
    • Lynn Campbell
    • March 31, 1999

33. $14,000 deferral limit

    By eilano, September 15, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 16, 2005

34. GUST Remedial Amendment Period / Testing Methods

    By Guest Chains, December 13, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 13, 2000

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

    By K-t-F, December 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • December 20, 2007

36. Top Heavy Paired Plans

    By austin3515, January 3, 2003
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • January 5, 2003

37. Accountant's Opinion

    By Guest HRGuyinSF, March 8, 2007
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • March 8, 2007

38. Rejected Loan Repayments

    By Guest Joe401K, July 3, 2010
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 5, 2010

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

    By Jim Chad, January 12, 2015
    • 10 replies
    • 1.5k views
    • 
    • Jim Chad
    • January 15, 2015

40. ADP/ACP Mutliple Use correction

    By Guest GS1100, February 27, 2002
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • February 27, 2002

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

    By Guest JD698, March 12, 2003
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 13, 2003

42. Excess Contribution question

    By fiona1, October 3, 2006
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • October 4, 2006

43. prior year ADP

    By wmyer, March 21, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 21, 2001

44. ADP Safe Harbor, Midyear Expansion in Eligibility

    By Briandfox, December 12, 2014
    • 5 replies
    • 1.5k views
    • 
    • BW
    • December 15, 2014

45. Any good article on multiple testing failures?

    By John A, December 30, 1999
    • 0 replies
    • 1.5k views
    • 
    • John A
    • December 30, 1999

46. Notification for removing loan

    By emmetttrudy, May 25, 2011
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • May 26, 2011

47. ACP testing, excluded class of employees

    By Belgarath, October 27, 2017
    • 6 replies
    • 1.5k views
    • 
    • NJ Mike
    • October 27, 2017

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

    By John A, September 7, 2000
    • 2 replies
    • 1.5k views
    • 
    • John A
    • September 8, 2000

49. SH 3% non-elective with matching

    By Richard Anderson, November 19, 2010
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • November 22, 2010

50. Mid Year Amendment to Safe Harbor Plan

    By 401(k)athryn, April 22, 2019
    • 2 replies
    • 1.5k views
    • 
    • 401(k)athryn
    • April 25, 2019