401(k) Plans

19,321 topics in this forum

1. Paying for plan amendment from forfeiture account

   By Brian Gallagher, July 28, 2004
   • 1 reply
   • 1.4k views
   • 
   • R. Butler
   • July 28, 2004

2. FICA Elective deferrals - States that do/don't track Code

   By Guest CJA, June 2, 2008
   • 5 replies
   • 1.4k views
   • 
   • Lori Friedman
   • June 2, 2008

3. Compensation for plan purposes

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

4. Auto enroll

   By rlb64, March 16, 2007
   • 4 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • March 20, 2007

5. Off calendar catchup

   By Guest tommunson, September 10, 2005
   • 4 replies
   • 1.4k views
   • 
   • Mike Preston
   • September 13, 2005

6. int. PS formula no longer good?

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

7. Prohibited Transaction?

   By Guest hilda, August 6, 2002
   • 3 replies
   • 1.4k views
   • 
   • mbozek
   • August 6, 2002

8. Catch Up Contributions

   By Guest jalbee, November 15, 2001
   • 1 reply
   • 1.4k views
   • 
   • MGB
   • November 15, 2001

9. Can we have regular SH match with auto-enrollment

   By BG5150, February 10, 2017
   • 6 replies
   • 1.4k views
   • 
   • WCC
   • February 10, 2017

10. Rollover before eligible

    By msmith, December 21, 2018
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • December 27, 2018

11. ADP refunds

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

12. general question about affiliated service

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

13. Back Dating of Benefits

    By Guest klmann, December 10, 2002
    • 5 replies
    • 1.4k views
    • 
    • jpod
    • December 11, 2002

14. SHNE - Eligible Participants

    By Guest saotampa, February 5, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 5, 2008

15. Tiered Match - failing BRF

    By Tinman, March 11, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • March 12, 2008

16. Top-heavy, early eligibility

    By Guest John Nelson, February 24, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 2000

17. 401k Contributions Guidance for Two-Member LLC

    By ill, September 23, 2023
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 26, 2023

18. Operational Logistics

    By Gary, November 20, 2009
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • December 22, 2009

19. ASG or multiple employer plan?

    By K2retire, November 25, 2009
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • November 27, 2009

20. Sole prop DB cost exceeds income - deferrals allowed?

    By Belgarath, March 25, 2008
    • 6 replies
    • 1.4k views
    • 
    • AndyH
    • March 26, 2008

21. Grandfathering provisions with 1989 SS offset

    By Guest pdbwinchester, May 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 3, 2000

22. 408(b)(2) and the plan sponsor

    By CLE401kGuy, June 17, 2012
    • 6 replies
    • 1.4k views
    • 
    • GMK
    • June 19, 2012

23. simple IRA and Safe Harbor 401(k)

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

24. New Plan Design Help

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

25. Top Heavy Defined COntribution Plan

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

26. 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

27. Maximum contributions in 403(b) apply to 401(k)?

    By Guest RW, August 21, 2000
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • August 21, 2000

28. Is it permissible to net matching contributions for 415 limits?

    By John A, February 22, 2000
    • 0 replies
    • 1.4k views
    • 
    • John A
    • February 22, 2000

29. Trustee to trustee transfer

    By Guest jkrad, May 27, 2003
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • May 27, 2003

30. ADP testing - controlled group

    By Chippy, August 29, 2017
    • 8 replies
    • 1.4k views
    • 
    • Belgarath
    • August 30, 2017

31. Auto Enroll Safe Harbor Match

    By Guest Jamie Hayes, December 15, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 15, 2008

32. Testing for multiple controlled groups

    By Guest Jeff Underwood, February 25, 2004
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 26, 2004

33. Audit

    By ErisaGeek, May 14, 2004
    • 4 replies
    • 1.4k views
    • 
    • Alf
    • May 17, 2004

34. 410b failsafe - opinion on "greatest amount of service"

    By mattmc82, March 1, 2021
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • March 3, 2021

35. Partner not 100% vested

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

36. Safe Harbor

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

37. Transaction reporting for contributions in brokerage accounts

    By TPApril, January 15, 2025
    • 4 replies
    • 1.4k views
    • 
    • Bruce1
    • January 17, 2025

38. Employee elects Roth deferral by mistake

    By 30Rock, September 10, 2024
    • 9 replies
    • 1.4k views
    • 
    • fmsinc
    • September 12, 2024

39. Relief measures for Safe Harbor Match Plans

    By TPA, April 24, 2020
    • 9 replies
    • 1.4k views
    • 
    • Bill Presson
    • June 29, 2020

40. 401k Multiple Entry Dates and Top Heavy Plans

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

41. 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

42. Rollover assets and new plan rules

    By Alf, February 24, 2000
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 2000

43. Loan from ROTH account of 401k

    By tertue, March 9, 2015   

    • Roth Loan Payments
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • March 9, 2015

44. A company is being sold and the new company is going to sponsor the exisiting plan. The plan is eligibility provision will be amened to exclude a division.

    By Guest mmc, April 19, 2005
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • April 20, 2005

45. 401k deferrals and Compensation Limits..

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

46. Advocacy - I Need Someone's Help

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

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

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

48. Otherwise Excludable EE's

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

49. Long Term Part Time Employees

    By 52626, August 1, 2024
    • 10 replies
    • 1.4k views
    • 
    • R Griffith
    • August 2, 2024

50. Testing rules for amounts distributed under APRSC

    By M R Bernardin, March 12, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 12, 1999