401(k) Plans

19,321 topics in this forum

1. 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

2. Key employee definition under EGTRRA

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

3. Failed 401(k) Test and Rollover

   By 52626, September 30, 2013
   • 2 replies
   • 1.4k views
   • 
   • BG5150
   • September 30, 2013

4. Another Short Year Safe Harbor Questions

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

5. Controlled Groups

   By Guest Laura Millwood, June 9, 1999
   • 2 replies
   • 1.4k views
   • 
   • MWeddell
   • June 11, 1999

6. Questions when interviewing new Plan Council

   By Guest jgroves, May 26, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • May 26, 2000

7. Recharacterize ADP refunds to after tax contribs

   By fiona1, February 9, 2007
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • February 12, 2007

8. participant wants to rollover account to ira

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

9. 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

10. Help! Audit CAP Counsel Needed

    By Guest silverwolfson, September 5, 2007
    • 2 replies
    • 1.4k views
    • 
    • 401_4_ever
    • September 5, 2007

11. Hours- What to tell client

    By Guest raleightpa, January 9, 2008
    • 4 replies
    • 1.4k views
    • 
    • Kimberly S
    • January 10, 2008

12. 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

13. Failure to timely adopt MRD amendment

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

14. ADP testing question

    By billfgrady, December 24, 2003
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 31, 2003

15. Employer bonus through payroll

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

16. Union Employees in Non-Unon ADP test?

    By Guest c2ddave, February 11, 2005
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • February 11, 2005

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

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

18. Definition of Calendar Year Plan

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

19. Loan repayment period

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

20. Controlled Group/Affiliated Service Group Question

    By Gadgetfreak, December 30, 2020
    • 3 replies
    • 1.4k views
    • 
    • FORMER ESQ.
    • January 1, 2021

21. Profit Sharing Contribution Allocated for 12-month Period other than t

    By Guest T-BONE, September 18, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 19, 2002

22. Safe Harbor 401(k) Plan Change

    By hsctpa, January 7, 2020
    • 5 replies
    • 1.4k views
    • 
    • hsctpa
    • January 8, 2020

23. Elective Deferrals

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

24. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire, April 25, 2023
    • 7 replies
    • 1.4k views
    • 
    • BG5150
    • May 17, 2023

25. Plan Eligibility Change

    By TPA, August 20, 2020
    • 17 replies
    • 1.4k views
    • 
    • TPA
    • August 21, 2020

26. Change in hours required for vesting

    By 401(k)athryn, June 27, 2018   

    • vesting
    • 8 replies
    • 1.4k views
    • 
    • Sellarsian
    • June 29, 2018

27. Signing Form 5500 - just curious!

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

28. PEO's and the Tax Savers Credit

    By Guest Mbrockway, February 5, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 26, 2004

29. Union Plan Allocation Conditions

    By John Feldt ERPA CPC QPA, January 7, 2016   

    • union
    • collectively bargained
    • (and 4 more)

      Tagged with:

      • union
      • collectively bargained
      • accrual
      • allocation conditions
      • allocation requirements
      • special rules
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • January 7, 2016

30. MEP Plan

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

31. Top Paid Determination

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

32. Old plan/New plan- are you limited to $30,000?

    By Guest Laura Millwood, September 14, 1999
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • September 15, 1999

33. Can you use component/restructuring to pass ADP/ACP Test?

    By MrKnowItLittle, July 19, 2014   

    • component plan
    • restructuring plan
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 21, 2014

34. Missed Deferral, QNEC, Deductions

    By MGOAdmin, June 9, 2015   

    • qnec
    • deduction limit
    • (and 1 more)

      Tagged with:

      • qnec
      • deduction limit
      • missed deferral
    • 0 replies
    • 1.4k views
    • 
    • MGOAdmin
    • June 9, 2015

35. Processed Deferrals Early.

    By Below Ground, January 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • Below Ground
    • January 20, 2009

36. Failure to note Change in EIN and Plan Sponsor on 5500.

    By MBCarey, July 26, 2004
    • 0 replies
    • 1.4k views
    • 
    • MBCarey
    • July 26, 2004

37. How to Discuss Interpretation Issue with IRS?

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

38. Catch up Match

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

39. Terminating safe harbor nonelective contribution

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

40. Partnership to Corporation/What to do with existing plans?

    By Guest Thornton, January 6, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 6, 1999

41. Top Heavy Minimum Contribution

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

42. Former independent contractor an HCE?

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

43. Return of contributions

    By Guest ars, March 8, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 8, 2000

44. fund change notice

    By Scuba 401, August 23, 2018
    • 2 replies
    • 1.4k views
    • 
    • Pam Shoup
    • August 23, 2018

45. Safe Harbor "Switcheroo"

    By lkpittman, October 25, 2001
    • 0 replies
    • 1.4k views
    • 
    • lkpittman
    • October 25, 2001

46. Merging a Money Purchase

    By FJR, January 16, 2002
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • January 16, 2002

47. Limits on a 501(c)(14) corp

    By Guest Booker, March 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 23, 1999

48. Can first year 3% rule for ADP apply in second year of plan?

    By Guest CHRISTA, February 5, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 5, 2002

49. 401(k) from partner's income

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

50. ESOP - liability of Trustee

    By fidu, February 25, 2002
    • 0 replies
    • 1.4k views
    • 
    • fidu
    • February 25, 2002