401(k) Plans

19,321 topics in this forum

1. I am trying to find a good example of how coverage testing works.

   By Guest hitt24, October 3, 2000
   • 1 reply
   • 1.4k views
   • 
   • Dave Baker
   • October 3, 2000

2. Expense charges on my 401K plan

   By Guest rodeo618, October 21, 2003
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • October 21, 2003

3. 401k employee contribution limit

   By Guest mulrenan, July 21, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • July 23, 1999

4. Major disaster and hardship withdrawals

   By Guest PSHowell, October 7, 2004
   • 2 replies
   • 1.4k views
   • 
   • MWeddell
   • October 8, 2004

5. When is the deadline for making matching contributions?

   By Guest W. Blake, July 13, 2005
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • July 13, 2005

6. Mergers/Acquisitions-what happens to the participants money under old

   By Guest Karen Renee, February 22, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • February 24, 1999

7. Owner dies - Child still HCE?

   By Guest Tbrown, November 30, 2006
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • November 30, 2006

8. Employer Contributions

   By Guest Becki625, July 14, 2006
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • July 26, 2006

9. Change from ESOP to P/S

   By Guest Lucy, March 16, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 16, 1999

10. 401(k) Rollover Question

    By Guest Benmark, January 15, 2009
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • January 16, 2009

11. Written directions for a New Comparability allocation

    By ldr, September 22, 2020   

    • cross testing
    • new comparability
    • 10 replies
    • 1.4k views
    • 
    • ldr
    • September 23, 2020

12. 401K early withdrawal...

    By Guest Carl C, December 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • December 28, 2002

13. LLC Compensation and ADP ACP Tests

    By Guest Ted Kowalchuk, CFP, CFS,, March 5, 2007
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 6, 2007

14. "Non-working partner" - count as an employee?

    By AlbanyConsultant, September 9, 2023
    • 7 replies
    • 1.4k views
    • 
    • CuseFan
    • September 12, 2023

15. PS with a last day of plan year and employed on determination date

    By justatester, April 20, 2023
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • April 25, 2023

16. ADP rate testing net comp

    By legort69, March 13, 2021
    • 12 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 17, 2021

17. Distributed more than vested balance......

    By K-t-F, January 9, 2004
    • 8 replies
    • 1.4k views
    • 
    • K-t-F
    • January 12, 2004

18. ADP test, prior year, 1st year with NHCE

    By Guest crosseyedtester, December 9, 2004
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • December 9, 2004

19. Where can we find information about the average % that employers contr

    By Guest JFBEARB, March 1, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 5, 2002

20. Existing Sep, add SoloK, Possible Controlled group

    By K-t-F, November 23, 2004
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • November 24, 2004

21. Loan Default

    By Guest benefitsanalyst, July 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 19, 2002

22. 401K Deferrals & 7 Day Safe Harbor

    By ERISA13, September 11, 2012
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • September 12, 2012

23. Rev. Proc. 2005 - 66 - Parent Controlled Group Election

    By rocknrolls2, December 29, 2005
    • 0 replies
    • 1.4k views
    • 
    • rocknrolls2
    • December 29, 2005

24. Form 5500 Schedule T coverage

    By Guest SJPrince, January 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 20, 2003

25. Controlled Group 401(k)

    By Guest W J Parks, August 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 10, 2001

26. 2008 corrective Distributions

    By Guest Butterfly, January 26, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 2, 2009

27. Corp. Tax Deadline

    By Guest CCarter, January 8, 2003
    • 2 replies
    • 1.4k views
    • 
    • Archimage
    • January 9, 2003

28. Temps making Loan Payments

    By Guest BigBish, May 8, 2009
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • May 11, 2009

29. Schedule I Line 4a

    By austin3515, July 13, 2006
    • 4 replies
    • 1.4k views
    • 
    • Leopurrd
    • July 14, 2006

30. Adopting Employer and contribution levels

    By ldr, October 9, 2017   

    • profit sharing
    • non-discrimination
    • (and 1 more)

      Tagged with:

      • profit sharing
      • non-discrimination
      • coverage
    • 9 replies
    • 1.4k views
    • 
    • Mr Bagwell
    • October 10, 2017

31. $0.00 compensation for participant with service

    By 12AX7, February 3, 2012
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • February 7, 2012

32. HCE's with a plan year change

    By Guest CGBS, February 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 12, 2001

33. 401(k) Safe Harbor Nonelective Contribution

    By Guest TAG, May 31, 2001
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 1, 2001

34. Top Heavy Term Plan Question

    By Hoard1, September 26, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 26, 2000

35. Mid Year Amendment to Safe Harbor Plan

    By 401(k)athryn, April 22, 2019
    • 2 replies
    • 1.4k views
    • 
    • 401(k)athryn
    • April 25, 2019

36. Safe Harbor Nonelective with additional Employer Profit Sharing

    By PMC, February 6, 2008
    • 0 replies
    • 1.4k views
    • 
    • PMC
    • February 6, 2008

37. Might the new requirement for an automatic-contribution arrangement slow down creations of new plans?

    By Peter Gulia, December 21, 2022
    • 18 replies
    • 1.4k views
    • 
    • CuseFan
    • January 3, 2023

38. Requesting extension for 3/15 deadlines

    By R. Butler, February 20, 2003
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • February 28, 2003

39. Safe Harbor Notice

    By Guest medinael, November 28, 2007
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • November 29, 2007

40. Break in Service Rules

    By PFranckowiak, February 6, 2020
    • 3 replies
    • 1.4k views
    • 
    • PFranckowiak
    • February 6, 2020

41. 401(k) plan for a company where the only compensation paid is commissi

    By John A, February 23, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 27, 2001

42. Information needed in regard to an audit signed by an actuary for a 40

    By Guest Michael Anderson, May 2, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 3, 2001

43. Do traditional IRA contributions count for purposes of calculating DC contribution limits under Section 415?

    By billfgrady, April 29, 2004
    • 2 replies
    • 1.4k views
    • 
    • Lame Duck
    • April 29, 2004

44. electronic 401(k) enrollment

    By lexi, December 5, 2006
    • 8 replies
    • 1.4k views
    • 
    • RCK
    • December 7, 2006

45. Lost Plan Amendment Documents

    By Guest Ski Fast, May 11, 2007
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 11, 2007

46. Internal Controls

    By cripp12, April 9, 2014
    • 4 replies
    • 1.4k views
    • 
    • cripp12
    • April 10, 2014

47. Diversification Notice

    By Guest shaul, June 4, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 4, 2010

48. 401(k) safe harbor with separate eligibility provisions

    By Guest Daniel Fisher, January 17, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 17, 2001

49. Early withdrawal penalty on earnings attributable to after-tax contrib

    By Guest Pat Metallic, May 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • May 1, 2001

50. Deferrals in an LLC

    By Guest Crystal, December 1, 1999
    • 1 reply
    • 1.4k views
    • 
    • EGB
    • December 1, 1999