401(k) Plans

19,321 topics in this forum

1. Safe harbor match

   By pmacduff, January 5, 2007
   • 2 replies
   • 1.2k views
   • 
   • Sully
   • January 5, 2007

2. Post severance comp & match

   By MSN, March 24, 2008
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • March 25, 2008

3. Withholding on Corrective Distributions

   By Gilmore, February 12, 2009
   • 2 replies
   • 1.3k views
   • 
   • Gilmore
   • February 13, 2009

4. Earnings on ADP refund

   By BG5150, March 5, 2009
   • 2 replies
   • 1.7k views
   • 
   • Tom Poje
   • March 6, 2009

5. Timing of Safe Harbor Contribution & Tax Deduction

   By Guest MS TPA, December 13, 2010
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • December 13, 2010

6. 401(k) 3% nonelective

   By Belgarath, October 16, 2012
   • 2 replies
   • 1.2k views
   • 
   • Kevin C
   • October 17, 2012

7. Disaggregate Otherwise-Excludable - 401(a)(4)

   By JesseQG, September 12, 2017
   • 2 replies
   • 986 views
   • 
   • JesseQG
   • September 12, 2017

8. 2 EMPLOYEE RETIREMENT PLAN _ TOP HEAVY

   By RRivera, February 8, 2018   

   • top heavy
   • 2 replies
   • 678 views
   • 
   • Tom Poje
   • February 9, 2018

9. Amend PSP into SHMatching 401k 99 days prior to year end

   By cheersmate, October 21, 2024
   • 2 replies
   • 626 views
   • 
   • cheersmate
   • October 21, 2024

10. Can top heavy plans exclude bonuses from compensation?

    By R. Butler, March 6, 2001
    • 2 replies
    • 2.5k views
    • 
    • AndyH
    • March 7, 2001

11. MRD Waiver for Non-Owners

    By Guest kgsingletary, May 20, 2002
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 20, 2002

12. 401(k) & Match are not deducted from 2nd paycheck. What are the consequences to the plan?

    By Guest mecboo, June 24, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 24, 2005

13. 401(k) and Sole Proprietorship

    By Below Ground, April 21, 2008
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • April 21, 2008

14. 401(k) and Fund Pricing Error

    By Guest shelterps, July 17, 2008
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • July 17, 2008

15. Mandatory Cash Out

    By Guest ebailey, May 19, 2009
    • 2 replies
    • 2k views
    • 
    • QDROphile
    • May 20, 2009

16. Partner Deferrals Not Received at Financial Institution

    By Spencer, May 2, 2011
    • 2 replies
    • 1.1k views
    • 
    • Spencer
    • May 3, 2011

17. Refund of Non-Vested Match

    By MGOAdmin, February 13, 2014   

    • Refund
    • Match
    • (and 3 more)

      Tagged with:

      • Refund
      • Match
      • vesting
      • acp
      • fail
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 13, 2014

18. Can Asset Seller Distribute Plan While Becoming ASG Member with Buyer?

    By Plan Doc, December 20, 2021
    • 2 replies
    • 701 views
    • 
    • Nate S
    • January 4, 2022

19. new payroll company forgot to withhold 401k

    By Old Reliable, February 23, 2022
    • 2 replies
    • 718 views
    • 
    • EBP
    • February 24, 2022

20. Seperate Plans / Commingled Accounts

    By austin3515, December 21, 2023
    • 2 replies
    • 510 views
    • 
    • austin3515
    • December 28, 2023

21. Merged Pension in 401(k) and death of participant - QJSA question

    By Tom, August 21, 2024
    • 2 replies
    • 760 views
    • 
    • acm_acm
    • August 27, 2024

22. Roths in K Plans

    By Jed Macy, August 5, 2001
    • 2 replies
    • 1.5k views
    • 
    • Jed Macy
    • August 6, 2001

23. discretionary trustee

    By fidu, November 15, 2002
    • 2 replies
    • 1.6k views
    • 
    • fidu
    • November 18, 2002

24. Changing Plan Year

    By Guest kstorch, April 15, 2004
    • 2 replies
    • 1.2k views
    • 
    • RCK
    • April 15, 2004

25. Fee Disclosure - When a plan converts to a new provider and the fee structure changes from sponsor paid to participant paid .......

    By Guest Why, October 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • October 15, 2004

26. Individual Annuities

    By Guest Thornton, April 17, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 17, 2007

27. ADP test failure after 3/15/13 deadline

    By doombuggy, March 28, 2013
    • 2 replies
    • 1.7k views
    • 
    • 12AX7
    • March 28, 2013

28. multiple participant statements?

    By AlbanyConsultant, September 20, 2013
    • 2 replies
    • 1k views
    • 
    • Bird
    • September 20, 2013

29. Top Heavy Plan - attribution rules apply to terminated employee

    By Nancy D, November 4, 2013
    • 2 replies
    • 1k views
    • 
    • Nancy D
    • November 5, 2013

30. Adding a Participating Employer

    By John Feldt ERPA CPC QPA, May 18, 2018   

    • pro-rata
    • 2 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • May 19, 2018

31. Missed Match True-Up Contributions

    By ERISAGal, August 2, 2019
    • 2 replies
    • 1.3k views
    • 
    • JackS
    • August 7, 2019

32. Application of 402(g) Catchup for Non-Calendar Plan Years

    By KJJ-TPA, April 23, 2021
    • 2 replies
    • 532 views
    • 
    • KJJ-TPA
    • April 26, 2021

33. Canadian Employee in 401(k) Profit Sharing Plan

    By LCARUSI, November 13, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 21, 1998

34. Sole Proprietor 401K

    By Guest J Samuelson, September 14, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 15, 1999

35. Reporting of excess contribution

    By Guest alcharles, April 7, 2000
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • April 9, 2000

36. Terminate a SIMPLE, Start a New SH 401(k) Plan

    By 415 Limit, March 4, 2025
    • 2 replies
    • 630 views
    • 
    • 415 Limit
    • March 5, 2025

37. Calendar Year §401(k) plans

    By Guest cjk, November 16, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 19, 2001

38. Maximum deferral...

    By Guest RONNIE WASEL, February 12, 2003
    • 2 replies
    • 1.1k views
    • 
    • ccassetty
    • February 12, 2003

39. MP merged into PS plan

    By Guest tws, August 26, 2003
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2003

40. Safe Harbor Match - Is required funding every 3 mo. period

    By Guest Kconsultant, October 14, 2004
    • 2 replies
    • 1.5k views
    • 
    • maverick
    • October 14, 2004

41. 401(k) Plan as an offset

    By mphs77, May 27, 2014
    • 2 replies
    • 1.1k views
    • 
    • mphs77
    • May 27, 2014

42. order of deductions

    By K2retire, September 5, 2014
    • 2 replies
    • 2.3k views
    • 
    • K2retire
    • September 5, 2014

43. QACA Match

    By S- Milwaukee, April 28, 2016
    • 2 replies
    • 1.2k views
    • 
    • S- Milwaukee
    • April 28, 2016

44. DAVIS BACON AND VESTING REQS

    By cheersmate, December 21, 2016   

    • Davis Bacon
    • 401k plan
    • 2 replies
    • 923 views
    • 
    • cheersmate
    • December 22, 2016

45. Forfeitures Used to Fund QNECs/QMACs - Amendment

    By ERISAAPPLE, December 13, 2017
    • 2 replies
    • 524 views
    • 
    • RatherBeGolfing
    • December 13, 2017

46. Safe Harbor Match not Deposited for Calendar Year 2017

    By msmith, February 18, 2019
    • 2 replies
    • 474 views
    • 
    • msmith
    • February 18, 2019

47. Blackout Notices for Transfers out of a MEP 5500 disclosure

    By Purplemandinga, August 5, 2019
    • 2 replies
    • 677 views
    • 
    • Purplemandinga
    • August 6, 2019

48. In-Service Distribution with an Outstanding Loan

    By metsfan026, June 14, 2024
    • 2 replies
    • 2.9k views
    • 
    • Paul I
    • June 14, 2024

49. Employer Fails to Change Employee 401(k) Contribution Rate. Is Correc

    By LCARUSI, January 25, 2001
    • 2 replies
    • 1.9k views
    • 
    • Earl
    • January 29, 2001

50. Earned income calculation when PLC members have separate expenses to a

    By Guest Diane DuFresne, April 18, 2001
    • 2 replies
    • 1.7k views
    • 
    • BeckyMiller
    • April 21, 2001