401(k) Plans

19,321 topics in this forum

1. 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

2. coverage for employer contributions not made

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

3. Eligibility requirements and entry dates

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

4. 2008 1099-R never issued; now what?

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

5. Life Insurance Payout and Top Heavy Test

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

6. After-Tax Contributions in a 401(k)

   By Guest Denise S. Prince, April 9, 2002
   • 2 replies
   • 1.4k views
   • 
   • wmyer
   • April 9, 2002

7. Graduated Matching Formula

   By TPA Bob, March 23, 2007
   • 7 replies
   • 1.4k views
   • 
   • TPA Bob
   • March 26, 2007

8. ADP Testing

   By Archimage, November 25, 2003
   • 9 replies
   • 1.4k views
   • 
   • Tom Poje
   • November 26, 2003

9. Unallocated account upon plan termination

   By 7806akp, April 20, 2011
   • 0 replies
   • 1.4k views
   • 
   • 7806akp
   • April 20, 2011

10. Safe Harbor / Different Eligibility for 401k and PS

    By CLE401kGuy, January 25, 2012
    • 3 replies
    • 1.4k views
    • 
    • Bill Presson
    • January 25, 2012

11. Correction of excess deferrals and match

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

12. new investment provider/deposits

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

13. Fiduciary issue

    By dmb, August 7, 2001
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • August 7, 2001

14. Otherwise excludible - 0 NHCES

    By Guest Chris May, March 5, 2003
    • 7 replies
    • 1.4k views
    • 
    • Archimage
    • April 9, 2003

15. Per Diem Employees

    By Coleboy1, October 5, 2022
    • 6 replies
    • 1.4k views
    • 
    • Bri
    • October 6, 2022

16. Old 401k moved without direction

    By XrayLemi, February 28, 2015   

    • 401k
    • 4 replies
    • 1.4k views
    • 
    • XrayLemi
    • March 25, 2015

17. Participants did not receive Safe Harbor

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

18. Basic Plan Design

    By Gary, March 30, 2005
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • March 30, 2005

19. Participant is Physician, non-Partner. Can Firm Take ER Contributions from Compensation?

    By erisa parrot, August 24, 2017
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • August 28, 2017

20. 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

21. Net Unrealized Appreciation and Terminating Plan

    By Guest AEA, July 14, 2005
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • July 14, 2005

22. basis adjusment for loan repayment to Roth 401(k)?

    By Guest riss@7477, February 26, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • February 26, 2010

23. ADP Refunds in Short Plan Year

    By Gilmore, March 27, 2015
    • 4 replies
    • 1.4k views
    • 
    • Gilmore
    • March 27, 2015

24. Retirement Plan Newsletters

    By Guest willow, May 23, 2005
    • 4 replies
    • 1.4k views
    • 
    • J2D2
    • May 24, 2005

25. Restrictions on Matched Employee Contributions or 401(k) Contributions

    By Guest rocnrols2, October 27, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 27, 2005

26. employer match and owner employee

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

27. Amend SH notice?

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

28. 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

29. Common Mistakes in Administering a Plan

    By Guest RW, April 30, 2000
    • 1 reply
    • 1.4k views
    • 
    • Alan Simpson
    • May 1, 2000

30. Limits for off-calendar plan years

    By CJS07, August 30, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • August 30, 2007

31. Recrediting previous forfeited amounts.

    By Guest BAM, November 22, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 22, 1999

32. IRS Matching 1120's and 5500's

    By austin3515, March 18, 2014
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • March 18, 2014

33. 402(g) excess with 2 employers, but a common owner.

    By R. Butler, January 19, 2001
    • 1 reply
    • 1.4k views
    • 
    • actuarysmith
    • January 24, 2001

34. Timing of Safe-Harbor Notice for amended plan

    By Guest PCS Inc, August 8, 2007
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • August 9, 2007

35. Minimum Deferral %

    By stevena, September 30, 2005
    • 4 replies
    • 1.4k views
    • 
    • stevena
    • September 30, 2005

36. granting credit for years of prior service

    By Gudgergirl, July 15, 2010
    • 0 replies
    • 1.4k views
    • 
    • Gudgergirl
    • July 15, 2010

37. Beneficiaries

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

38. Maximum Elective Deferral Limit in a Safe Harbor 401(k)

    By Guest PB&J, July 22, 2005
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • July 27, 2005

39. allocation of forfeitures

    By Guest le190, September 29, 1999
    • 1 reply
    • 1.4k views
    • 
    • Ervin Barham
    • September 30, 1999

40. ADP Test in Plan Termination Year

    By Guest Giovanni, September 28, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 29, 2004

41. Hardship Suspensions

    By Guest kmathis, April 24, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • April 24, 2007

42. Effect of 401(k) Deferrals on E/er 15% Deduction Limit on Contribution

    By chris, June 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dan
    • June 8, 1999

43. 2001 Corrective Distribution taxable in 2000. Some tax software packa

    By Guest RJM, April 24, 2001
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • April 24, 2001

44. 401K testing

    By Guest sbg, September 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 27, 2002

45. Estimated Indexed Limits for 2000?

    By Guest, September 30, 1999
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • October 29, 1999

46. safe harbor match changing each year

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

47. Help with Beneficiary Designation

    By Vanessa, January 23, 2025
    • 5 replies
    • 1.4k views
    • 
    • Appleby
    • January 28, 2025

48. USERRA

    By Guest djn, August 30, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 30, 2007

49. Recognition of Service

    By Ahuntingus, February 1, 2021
    • 9 replies
    • 1.4k views
    • 
    • Ahuntingus
    • February 2, 2021

50. Opt-Out Notice...Huh?

    By Guest dhall, February 2, 2009
    • 7 replies
    • 1.4k views
    • 
    • Kevin C
    • February 3, 2009