401(k) Plans

19,321 topics in this forum

1. Partnership income for part of plan year?

   By Guest esi-jht, February 16, 2006
   • 2 replies
   • 1.4k views
   • 
   • MSN
   • March 17, 2010

2. ADP/ACP refunds taxable in current year regardless of timing of refund

   By Pension Nerd, September 12, 2007
   • 2 replies
   • 5.1k views
   • 
   • stephen
   • September 13, 2007

3. Are AFLAC Payments Includable in Compensation

   By ERISA1, February 10, 2009
   • 2 replies
   • 1.4k views
   • 
   • GBurns
   • February 10, 2009

4. Company with SIMPLE 401k merges with Co. with 401k

   By 401king, May 15, 2009
   • 2 replies
   • 1.4k views
   • 
   • 401king
   • May 15, 2009

5. Participation Requirements Under 410(a)(1)(A)

   By Guest KHanvey, February 9, 2011
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • February 10, 2011

6. Multiemployer 401(k) Plan

   By luissaha, July 29, 2013
   • 2 replies
   • 1.4k views
   • 
   • masteff
   • July 30, 2013

7. Bad information used in testing

   By Zorro1k, September 18, 2015   

   • correction
   • refund
   • (and 4 more)

     Tagged with:

     • correction
     • refund
     • test
     • testing
     • adp
     • acp
   • 2 replies
   • 1.5k views
   • 
   • hr for me
   • September 21, 2015

8. Control Group Issues

   By LWEBSTER, March 26, 2018
   • 2 replies
   • 556 views
   • 
   • LWEBSTER
   • March 28, 2018

9. Naming minor as primary beneficiary?

   By John A, March 22, 2000
   • 2 replies
   • 2.3k views
   • 
   • KIP KRAUS
   • March 23, 2000

10. 5500 For PEP

    By Keith Lowery, October 14, 2024
    • 2 replies
    • 501 views
    • 
    • Keith Lowery
    • October 14, 2024

11. Question on new 401K Limits

    By Guest chezelle, May 29, 2001
    • 2 replies
    • 1.6k views
    • 
    • stephen
    • May 30, 2001

12. Statutory Plan Entry

    By Gilmore, January 20, 2004
    • 2 replies
    • 1.2k views
    • 
    • Gilmore
    • January 21, 2004

13. Worker Adjustment & Retraining Notification Act (WARN)...

    By jaemmons, June 22, 2005
    • 2 replies
    • 2.6k views
    • 
    • dcoderre
    • October 30, 2010

14. "independent contractor"

    By doombuggy, October 5, 2005
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • October 5, 2005

15. Participant Loans

    By Guest sritts, November 6, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • November 8, 2010

16. plan termination

    By Guest mmc, March 9, 2011
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • March 9, 2011

17. Statutory Exclusion - Class Change

    By LKSmoke, February 2, 2018
    • 2 replies
    • 1.2k views
    • 
    • 401_noob
    • February 2, 2018

18. 401k Plan- Union Workers

    By coleboy, May 15, 2018
    • 2 replies
    • 948 views
    • 
    • coleboy
    • May 15, 2018

19. Prevailing Wage Offsets and Testing

    By MICHAEL HATLEE, February 19, 2021
    • 2 replies
    • 606 views
    • 
    • MICHAEL HATLEE
    • February 21, 2021

20. Top Heavy Minimum Contribution

    By justatester, June 16, 2021
    • 2 replies
    • 632 views
    • 
    • justatester
    • June 17, 2021

21. excess deferral deadline

    By Rayofsunshine, April 18, 2022
    • 2 replies
    • 601 views
    • 
    • Rayofsunshine
    • April 26, 2022

22. 1-person (+spouse) plan exceptions

    By TPApril, September 14, 2022
    • 2 replies
    • 706 views
    • 
    • Bird
    • September 14, 2022

23. Passive Enrollment

    By Guest smc, June 21, 2001
    • 2 replies
    • 2.1k views
    • 
    • IRC401
    • June 23, 2001

24. Profit Sharing Plans

    By Guest blb, March 21, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 22, 2002

25. Eligible or Not?

    By Archimage, March 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • March 18, 2003

26. EGTRRA FDL

    By Guest hyper, August 9, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 9, 2004

27. Safe Harbor Rescension

    By Archimage, November 29, 2004
    • 2 replies
    • 1.2k views
    • 
    • Archimage
    • November 30, 2004

28. Eligible Investment Advice Arrangement

    By PLAN MAN, April 13, 2007
    • 2 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • May 16, 2007

29. Rehired Employee

    By Lori Foresz, April 17, 2009
    • 2 replies
    • 1.3k views
    • 
    • Lori Foresz
    • April 17, 2009

30. Safe Harbor Contributions

    By Nassau, July 16, 2010
    • 2 replies
    • 1k views
    • 
    • K2retire
    • July 17, 2010

31. Final ADP Test - Terminating Plan

    By austin3515, September 17, 2010
    • 2 replies
    • 1.1k views
    • 
    • 12AX7
    • September 17, 2010

32. top heavy testing on a first year plan

    By Guest Susan M., May 3, 2013
    • 2 replies
    • 2.5k views
    • 
    • Tom Poje
    • May 6, 2013

33. Reverse discrimination in safe harbor plan

    By Guest JPIngold, October 15, 2014
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 15, 2014

34. hardship for foreclosure

    By Rai401k, March 31, 2015
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • April 3, 2015

35. Form 5500-SF and Schedule A & D

    By Pammie57, July 28, 2015
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • July 28, 2015

36. 2024 Catch-Ups as Roth

    By msmith, August 16, 2023
    • 2 replies
    • 525 views
    • 
    • Lou S.
    • August 16, 2023

37. In-house payroll system programmed to allow catchup capped at $7500

    By campy, December 12, 2024
    • 2 replies
    • 819 views
    • 
    • campy
    • December 13, 2024

38. 401(k) limits for a short plan year

    By Guest TracyAndrews, January 23, 2001
    • 2 replies
    • 4.5k views
    • 
    • Earl
    • January 29, 2001

39. Is it or isn't it...?

    By Ervin Barham, May 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • May 8, 2001

40. 3% nonelective safe harbor notice

    By Tom, October 16, 2025
    • 2 replies
    • 679 views
    • 
    • John Feldt ERPA CPC QPA
    • October 16, 2025

41. 404 and deferrals from after-year-end bouns.

    By KJohnson, April 23, 2003
    • 2 replies
    • 1.5k views
    • 
    • KJohnson
    • April 24, 2003

42. Inservice Distributions

    By MBCarey, June 20, 2003
    • 2 replies
    • 1.1k views
    • 
    • g8r
    • June 20, 2003

43. Over-restored Surrender Charge - Do what w/ the excess

    By BeanCounterBlues, January 23, 2006
    • 2 replies
    • 1.8k views
    • 
    • Kevin C
    • January 26, 2006

44. Payroll Based Match

    By Guest jusducki, October 11, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 11, 2006

45. s-corp bank stock in 401k

    By Guest padmin, March 20, 2007
    • 2 replies
    • 2.8k views
    • 
    • BeckyMiller
    • April 9, 2007

46. Money Purchase Pension Plan

    By mlp0816, April 13, 2007
    • 2 replies
    • 1.4k views
    • 
    • mlp0816
    • April 13, 2007

47. self direcected 401k plan

    By Gary, March 26, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bill Presson
    • March 27, 2010

48. ADP/ACP Testing on wage definition different than plan operates?

    By MD-Benefits Guy, June 5, 2012
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 6, 2012

49. S Corp Employer contribution and W2 Income

    By tomriddle, December 15, 2016
    • 2 replies
    • 635 views
    • 
    • Bird
    • December 15, 2016

50. Key Determination - Initial Plan Year

    By NW529, January 7, 2021   

    • top heavy
    • 2 replies
    • 1k views
    • 
    • FORMER ESQ.
    • January 7, 2021