401(k) Plans

19,276 topics in this forum

1. MEP Plan

   By Guest Pension250, November 3, 2010
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • November 4, 2010

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

   By TPAJake, December 13, 2016
   • 11 replies
   • 1.4k views
   • 
   • TPAJake
   • December 15, 2016

3. Is the maximum limit for a non-profit's employees 25% as opposed to us

   By Guest victor, March 23, 2001
   • 1 reply
   • 1.4k views
   • 
   • rcline46
   • March 23, 2001

4. Eligible for a contribution?

   By PFranckowiak, February 15, 2014
   • 5 replies
   • 1.4k views
   • 
   • ESOP Guy
   • February 17, 2014

5. Multiple Employer + Controlled

   By Guest Rachael L., November 13, 2006
   • 2 replies
   • 1.4k views
   • 
   • rcline46
   • November 14, 2006

6. Otherwise Excludible Employees Plan Entry Dates

   By Guest MFuentes, February 2, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • February 2, 2000

7. Beneficiaries - Can an institute be named?

   By Guest CMYoung, June 11, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • June 11, 1999

8. Inclusion of Ineligible Ee - ECPRS/SCP

   By austin3515, September 2, 2015
   • 18 replies
   • 1.4k views
   • 
   • Mike Preston
   • September 4, 2015

9. Former independent contractor an HCE?

   By Guest mo, December 2, 1999
   • 1 reply
   • 1.4k views
   • 
   • MWeddell
   • December 3, 1999

10. Terminated Plan

    By Guest stevena1, June 11, 2007
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • June 12, 2007

11. Sponsor's PC being terminated

    By Guest tbt, August 1, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 16, 2001

12. Safe harbor match - document silent on calculation period

    By WCC, April 3, 2019
    • 6 replies
    • 1.4k views
    • 
    • JustMe
    • July 22, 2019

13. Terminated Plan Failed ADP/ACP Testing

    By dom123, March 27, 2023
    • 6 replies
    • 1.4k views
    • 
    • Nate S
    • March 28, 2023

14. post severance compensation

    By k man, November 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • buckaroo
    • November 19, 2007

15. Back Dating of Benefits

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

16. Allocation of 401k/Roth EE contributions when annual IRS limit is reached

    By Linda Adams, September 25, 2017
    • 3 replies
    • 1.4k views
    • 
    • Linda Adams
    • September 26, 2017

17. Top-heavy, early eligibility

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

18. Definition of Calendar Year Plan

    By Guest mrnardoz, August 26, 2004
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • August 27, 2004

19. 415 limits and off plan years

    By Guest ppapdx, February 5, 2013
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 6, 2013

20. 5500 Test Run

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

21. Blackout Notice - One Former Employee Missed

    By Flyfish71, May 30, 2023
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 31, 2023

22. Top Paid Determination

    By justatester, December 15, 2016
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • July 31, 2018

23. Testing for multiple controlled groups

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

24. 401(k) Safe Harbor Match Controlled Group

    By TPA2015, February 12, 2018   

    • 401(k)
    • controlled group
    • (and 1 more)

      Tagged with:

      • 401(k)
      • controlled group
      • safe harbor
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 14, 2018

25. Account Summary

    By Archimage, April 9, 2002
    • 1 reply
    • 1.4k views
    • 
    • maverick
    • April 10, 2002

26. Need new comparability training fast - Help!

    By Guest irenes, September 5, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 5, 2000

27. Off Calendar Year Catch-Ups

    By Guest BUG, August 6, 2012
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • August 7, 2012

28. Terminating safe harbor nonelective contribution

    By k man, March 7, 2007
    • 0 replies
    • 1.4k views
    • 
    • k man
    • March 7, 2007

29. a question on marketing

    By Guest advisorpage, December 17, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2001

30. 401(k) and ADEC

    By Guest rocnrols2, October 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • October 18, 2002

31. 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

32. 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

33. HEART ACT

    By LIBERTYKID, July 10, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 15, 2009

34. Unsolicited Spam Mail From Pension One Source

    By LCARUSI, March 11, 2000
    • 2 replies
    • 1.4k views
    • 
    • imchipbrown
    • March 12, 2000

35. Coverage testing

    By Guest Lex, October 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • October 5, 2002

36. Deferrals in Multiple Employer Plan

    By Guest Ken C, November 2, 2006
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • November 2, 2006

37. Employer not depositing employee deferrals - does TPA report to the DOL?

    By PamR, June 29, 2022
    • 11 replies
    • 1.4k views
    • 
    • Luke Bailey
    • July 5, 2022

38. Cafeteria Plans and Co-Sponsorship Policies

    By Guest dhodges, January 16, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 16, 2002

39. Just Doesn't smell right!

    By TBob, January 20, 2004
    • 6 replies
    • 1.4k views
    • 
    • J2D2
    • January 20, 2004

40. new key employee definition

    By Guest ERIC STRAND, November 30, 2004
    • 2 replies
    • 1.4k views
    • 
    • Alf
    • December 1, 2004

41. Distribution

    By Guest Melissa Winslow, September 27, 1999
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 28, 1999

42. 401(k) from partner's income

    By joano, January 8, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 20, 2004

43. Timing of minutes reflecting the amount of a discretionary match.

    By KJohnson, February 3, 2003
    • 1 reply
    • 1.4k views
    • 
    • four01kman
    • February 3, 2003

44. Is an employer required to withhold 401(k) deferrals on income in resp

    By Guest Tara Curran, June 19, 2000
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • June 20, 2000

45. Eligible Employees for ADp/ACP testing?

    By Guest KD40, October 3, 2002
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • October 5, 2002

46. Fidelity Bond Coverage

    By KevinMc, January 30, 2014
    • 1 reply
    • 1.4k views
    • 
    • 401_noob
    • January 31, 2014

47. disclosure in spd of fees charged directly to participants

    By k man, July 14, 2004
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • July 15, 2004

48. Deferrals not stopped on terminated employee

    By JKW, February 13, 2013
    • 6 replies
    • 1.4k views
    • 
    • JKW
    • February 15, 2013

49. SH Available for Hardshipd after 59.5?

    By austin3515, February 13, 2012
    • 5 replies
    • 1.4k views
    • 
    • Lou S.
    • February 14, 2012

50. Future Retirees

    By Guest Giovanni, October 10, 2005
    • 4 replies
    • 1.4k views
    • 
    • jevd
    • October 10, 2005