401(k) Plans

19,276 topics in this forum

1. Partner not 100% vested

   By nancy, October 9, 2003
   • 2 replies
   • 1.4k views
   • 
   • Harwood
   • October 9, 2003

2. Top Heavy

   By Guest Sagamore, September 23, 1999
   • 1 reply
   • 1.4k views
   • 
   • Ervin Barham
   • September 23, 1999

3. Match Coverage Failure and ADP/ACP Testing

   By PensionPro, April 5, 2023
   • 6 replies
   • 1.4k views
   • 
   • BG5150
   • April 10, 2023

4. individual/solo 401(k) plans

   By Guest mporterst, June 30, 2005
   • 8 replies
   • 1.4k views
   • 
   • R. Butler
   • June 30, 2005

5. simple IRA and Safe Harbor 401(k)

   By Lori H, April 28, 2008
   • 4 replies
   • 1.4k views
   • 
   • Tom Poje
   • April 29, 2008

6. How to Discuss Interpretation Issue with IRS?

   By Guest Chaffee, November 15, 2004
   • 7 replies
   • 1.4k views
   • 
   • Alf
   • November 17, 2004

7. Top Heavy Defined COntribution Plan

   By Gary, March 5, 2008
   • 2 replies
   • 1.4k views
   • 
   • Gary
   • March 6, 2008

8. Can you pick a dual eligibility date prior to inception of the Plan?

   By Guest UKH, January 25, 2002
   • 2 replies
   • 1.4k views
   • 
   • imchipbrown
   • January 25, 2002

9. Control Group issue

   By MaryM, October 27, 2010
   • 7 replies
   • 1.4k views
   • 
   • MaryM
   • October 27, 2010

10. 401k Multiple Entry Dates and Top Heavy Plans

    By perkinsran, November 18, 2004
    • 3 replies
    • 1.4k views
    • 
    • perkinsran
    • November 18, 2004

11. participant wants to rollover account to ira

    By Lori H, March 30, 2006
    • 4 replies
    • 1.4k views
    • 
    • R. Butler
    • March 31, 2006

12. Otherwise Excludable EE's

    By Guest jefe96, April 4, 2006
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 4, 2006

13. Signing Form 5500 - just curious!

    By Brenda Wren, August 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 9, 2007

14. new company, same 401k

    By tertue, February 3, 2013
    • 5 replies
    • 1.4k views
    • 
    • 12AX7
    • February 5, 2013

15. int. PS formula no longer good?

    By Guest noans, May 14, 2009
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • May 15, 2009

16. What are owners' options for starting a new plan after shutting down o

    By John A, March 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 29, 2000

17. Must a plan adopt a good faith amendment for new 401(k) regs prior to its cycle?

    By Guest LMalone, September 14, 2005
    • 3 replies
    • 1.4k views
    • 
    • sloble@crowleyfleck.com
    • October 3, 2005

18. Employer bonus through payroll

    By bzorc, January 7, 2000
    • 0 replies
    • 1.4k views
    • 
    • bzorc
    • January 7, 2000

19. Top Heavy Status - Profit Sharing Receivables

    By MGOAdmin, October 23, 2014   

    • top heavy
    • profit sharing
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 23, 2014

20. Top Heavy Minimum Contribution

    By Guest Frank Jackson, June 12, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 13, 2000

21. "Unlinking" a wrap plan from a 401(k) plan

    By Guest gaham, March 8, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 8, 2006

22. Quarterly Benefit Statements / Notice Required?

    By Guest notapensiongeek, January 18, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 18, 2008

23. Amending to "Safe-Harbor" 401(k)

    By SMB, September 25, 2000
    • 2 replies
    • 1.4k views
    • 
    • MR
    • September 27, 2000

24. Refund of Contributions EE Request

    By jennc1019, January 20, 2016   

    • 401k
    • Refund
    • 4 replies
    • 1.4k views
    • 
    • GBurns
    • January 22, 2016

25. New Plan Design Help

    By Guest lmccormick, September 21, 2007
    • 9 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 23, 2007

26. Catch up Match

    By Guest Aspencer, September 30, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 30, 2004

27. Another Short Year Safe Harbor Questions

    By thepensionmaven, October 20, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 21, 1999

28. max ellgibility for Safe Harbor

    By Guest Big Al, June 30, 2008
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • July 1, 2008

29. Can the first plan year for a Safe Harbor 401(k) Plan be less than 12

    By richard, November 15, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 15, 1999

30. Break in Service Rules

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

31. Withholding in first 2 1/2 months on corrective distribution for ADP/A

    By John A, January 17, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • January 17, 2001

32. Advocacy - I Need Someone's Help

    By Guest France, July 11, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 11, 2001

33. would anyone have a sample copy of an election form provided to partic

    By Guest AP, July 29, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 5, 1999

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

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

35. Key employee definition under EGTRRA

    By Brenda Wren, November 19, 2003
    • 3 replies
    • 1.4k views
    • 
    • Alf
    • November 19, 2003

36. HELP :) In Plan Roth Conversion (Last Minute!)

    By austin3515, December 31, 2014
    • 11 replies
    • 1.4k views
    • 
    • Briandfox
    • January 3, 2015

37. HCE determination

    By Guest Karen M, February 8, 2006
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • February 8, 2006

38. 401k deferrals and Compensation Limits..

    By Guest alyssakim, June 13, 2010
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • June 14, 2010

39. Compensation for plan purposes

    By pmacduff, June 15, 2005
    • 3 replies
    • 1.4k views
    • 
    • WDIK
    • June 16, 2005

40. Mid-year safe harbor 401(k) change

    By Guest Rae, May 2, 2006
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • May 2, 2006

41. Loan repayment period

    By Guest phyphy, April 8, 2004
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 8, 2004

42. Reversion to Employer from a 401(k) Plan

    By bzorc, August 10, 2023
    • 6 replies
    • 1.4k views
    • 
    • rocknrolls2
    • August 11, 2023

43. Top Heavy - a new wrinkle on an old question

    By dan.jock, March 20, 2018
    • 11 replies
    • 1.4k views
    • 
    • austin3515
    • March 27, 2018

44. Failure to timely adopt MRD amendment

    By JWK, September 11, 2007
    • 0 replies
    • 1.4k views
    • 
    • JWK
    • September 11, 2007

45. Safe Harbor

    By Guest andmik, September 7, 2012
    • 7 replies
    • 1.4k views
    • 
    • Kevin C
    • September 10, 2012

46. ADP refunds

    By Guest Joanne Davey, March 14, 2011
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 15, 2011

47. general question about affiliated service

    By Lori H, October 17, 2007
    • 8 replies
    • 1.4k views
    • 
    • austin3515
    • October 19, 2007

48. Elective Deferrals

    By Guest Peter Riggins, February 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • actuarysmith
    • February 8, 2002

49. 401k Plans 50% Growth

    By Guest scarletrose, September 20, 2006
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • September 21, 2006

50. Controlled Group

    By Guest Tara Curran, February 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • February 8, 2002