401(k) Plans

19,276 topics in this forum

1. Comparison of 401(k) plans, 403(b) plans, and 457 plans available onli

   By Guest CVCalhoun, July 21, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • July 21, 1999

2. Late Employer Contributions under VCP

   By Guest medinael, October 30, 2007
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 30, 2007

3. Plan fails ADP test, but no refunds

   By BG5150, May 17, 2010
   • 6 replies
   • 1.4k views
   • 
   • austin3515
   • May 18, 2010

4. Top-Paid Election Merger

   By Guest m2b2, July 10, 2008
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • July 10, 2008

5. Sole Proprietors and 401(k)

   By Guest jmurph, August 16, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • August 23, 1999

6. Partnership income for part of plan year?

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

7. Money Purchase Pension Plan

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

8. Deduction limits: Plan Total & Per Participant

   By Fred Payne, October 9, 2001
   • 1 reply
   • 1.4k views
   • 
   • rcline46
   • October 10, 2001

9. SECURE 2.0 Roth Catch-up - Automatic Spillover

   By Gruegen, June 23, 2023
   • 6 replies
   • 1.4k views
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   • Peter Gulia
   • June 27, 2023

10. Moderator Accidently ERASED CURRENT THREAD RE: 403(b) rollovers

    By LCARUSI, May 21, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • May 21, 1999

11. Small Employer Plan Statistics

    By Guest TrustMe401k, February 2, 2000
    • 2 replies
    • 1.4k views
    • 
    • Greg Judd
    • February 2, 2000

12. HCE Aggregation and Coverage Transition

    By Gruegen, October 15, 2003
    • 0 replies
    • 1.4k views
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    • Gruegen
    • October 15, 2003

13. Year End Census Requests & Social Security Numbers

    By Guest kgsingletary, November 25, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 26, 2003

14. Pension -PBCG

    By Guest DDDlump, August 15, 2003
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • August 15, 2003

15. Matching contribution formula

    By k man, February 5, 2009
    • 5 replies
    • 1.4k views
    • 
    • Lou S.
    • February 5, 2009

16. Relius Paperless Loan Process

    By Guest Pension250, August 11, 2010
    • 0 replies
    • 1.4k views
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    • Guest
    • August 11, 2010

17. Imputed disparity with a SHMAC?

    By Jim Chad, December 12, 2013
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 19, 2013

18. 1997 Excess Contribution Refunds

    By Guest AP, March 12, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 12, 1999

19. Solo & PA in Same Year

    By DP, October 4, 2005
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • October 4, 2005

20. Years of service for previously excludible employee

    By Guest jim williams, January 3, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • January 3, 2001

21. Rollover of death benefit by domestic partner

    By Guest Bud, March 10, 2004
    • 4 replies
    • 1.4k views
    • 
    • jsb
    • March 11, 2004

22. Amendment of eligibility rules/entry dates

    By chris, December 1, 2004
    • 0 replies
    • 1.4k views
    • 
    • chris
    • December 1, 2004

23. SSA locates missing participant

    By CLE401kGuy, May 28, 2014
    • 8 replies
    • 1.4k views
    • 
    • austin3515
    • June 16, 2014

24. Each in own group / No Allocation Conditions

    By austin3515, February 1, 2023
    • 12 replies
    • 1.4k views
    • 
    • austin3515
    • February 2, 2023

25. Ineligible participant received loan

    By Erin L, June 20, 2023
    • 7 replies
    • 1.4k views
    • 
    • Centerstage
    • July 5, 2023

26. Employer Match and participant employment agreement

    By whitboston, January 4, 2017
    • 6 replies
    • 1.4k views
    • 
    • whitboston
    • January 5, 2017

27. Plan Entry Date is Last Day of Plan Year

    By Guest, May 5, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 8, 2000

28. Removing Safe Harbor 3% in 2011

    By cpc0506, March 16, 2011
    • 5 replies
    • 1.4k views
    • 
    • QDROphile
    • March 17, 2011

29. Age-50 Catch-up Contributions

    By Guest koolkidd, May 24, 2004
    • 3 replies
    • 1.4k views
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    • Guest
    • May 26, 2004

30. Weird situation...

    By stevena, September 29, 2005
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • September 29, 2005

31. ACP test eligibility

    By fiona1, December 6, 2010
    • 4 replies
    • 1.4k views
    • 
    • fiona1
    • December 6, 2010

32. How will payroll services handle Age 50 Catch-up contributions?

    By John A, November 12, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • November 12, 2001

33. Residential Loan Question

    By khn, March 27, 2014
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • March 27, 2014

34. Are deferrals in excess of plan's limit counted in ADP testing?

    By John A, April 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • John A
    • April 3, 2000

35. deferrals without enrollment forms

    By Guest SPOT, November 8, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • November 8, 2006

36. Distribution upon Disposition of Assets - mandatory or optional?

    By Guest LMalone, September 18, 2001
    • 1 reply
    • 1.4k views
    • 
    • lkpittman
    • September 18, 2001

37. Question about EGTRRA

    By Guest lawdawg, June 12, 2002
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • June 12, 2002

38. End of year employer Contribution and reporting on following year's 5500

    By legort69, August 15, 2013   

    • employer contribution
    • deduction
    • (and 1 more)

      Tagged with:

      • employer contribution
      • deduction
      • timing
    • 0 replies
    • 1.4k views
    • 
    • legort69
    • August 15, 2013

39. defaulted loans

    By Guest mk2308, August 2, 2005
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • August 3, 2005

40. Forfeiture of match and re-allocation

    By buckaroo, January 25, 2005
    • 1 reply
    • 1.4k views
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    • FundeK
    • January 25, 2005

41. IRC for Loan Repayments?

    By Guest TAllen, October 2, 2002
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • October 2, 2002

42. valid exclusion

    By k man, August 27, 2004
    • 7 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 27, 2004

43. EACA Covered Employees / Uniformity Requirement

    By Gruegen, November 3, 2015
    • 0 replies
    • 1.4k views
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    • Gruegen
    • November 3, 2015

44. MA formula

    By Guest money40, March 15, 2012
    • 10 replies
    • 1.4k views
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    • Guest
    • March 26, 2012

45. Aggregation of SH 401(k) Plan and non SH 401(k) Plan

    By smm, February 22, 2008
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 22, 2008

46. When does absent Employee cease to be an Employee of the Employer?

    By cheersmate, May 27, 2020   

    • 401k
    • eligibility
    • (and 2 more)

      Tagged with:

      • 401k
      • eligibility
      • inactive employee
      • absent without leave
    • 7 replies
    • 1.4k views
    • 
    • cheersmate
    • May 27, 2020

47. Safe Harbor Termination Mid-Year

    By austin3515, March 31, 2008
    • 0 replies
    • 1.4k views
    • 
    • austin3515
    • March 31, 2008

48. CD's as Securities

    By Hoard1, May 17, 2000
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • May 24, 2000

49. Safe Harbor 401(k)

    By Guest Melissa Winslow, November 8, 1999
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • November 9, 1999

50. Missed Employer Contributions

    By MBCarey, August 7, 2006
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • August 7, 2006