401(k) Plans

19,337 topics in this forum

1. QACA Match

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

2. DAVIS BACON AND VESTING REQS

   By cheersmate, December 21, 2016   

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

3. Forfeitures Used to Fund QNECs/QMACs - Amendment

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

4. Safe Harbor Match not Deposited for Calendar Year 2017

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

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

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

6. In-Service Distribution with an Outstanding Loan

   By metsfan026, June 14, 2024
   • 2 replies
   • 3.1k views
   • 
   • Paul I
   • June 14, 2024

7. 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

8. 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

9. Ineligible Participant

   By Guest Much2Learn, August 30, 2002
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • August 30, 2002

10. combining ADP/ACP to pass test

    By KoolLady4, February 9, 2004
    • 2 replies
    • 1.5k views
    • 
    • KoolLady4
    • February 9, 2004

11. STATUTORY EXCLUSIONS

    By Guest CAM223, March 16, 2005
    • 2 replies
    • 1.7k views
    • 
    • E as in ERISA
    • March 16, 2005

12. Is this an ACA?

    By 12AX7, November 4, 2013
    • 2 replies
    • 998 views
    • 
    • 12AX7
    • November 5, 2013

13. Calculating Partnership Maximum Contributions

    By Guest Thornton, October 27, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 22, 1998

14. Amendment Timing

    By John K, June 14, 2024
    • 2 replies
    • 1.3k views
    • 
    • acm_acm
    • June 18, 2024

15. Are terminated parts. 100% vested upon plan termination.

    By Guest Don J. Smith, October 10, 2000
    • 2 replies
    • 3.2k views
    • 
    • John A
    • October 10, 2000

16. Compensation limit and 2 plans in controlled group

    By 30Rock, March 4, 2025
    • 2 replies
    • 571 views
    • 
    • 30Rock
    • March 4, 2025

17. hardship suspensions & new 401(k) plan

    By Guest Barge Girl, July 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • MGB
    • July 22, 2002

18. Required Beginning Date in Solo(k) Plan?

    By Guest lavander30, April 15, 2004
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • April 15, 2004

19. Include on Coverage?

    By fiona1, January 13, 2005
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • January 13, 2005

20. hardship - proving need to buy a house?

    By AlbanyConsultant, July 17, 2008
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • July 17, 2008

21. Excess Deferral Correction

    By Alex Daisy, January 16, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 18, 2009

22. Once eligible always eligible "rule"

    By Guest JMH1962, February 13, 2012
    • 2 replies
    • 4.1k views
    • 
    • Guest
    • February 16, 2012

23. Automatic Enrollment

    By CLE401kGuy, September 20, 2013
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 24, 2013

24. Over Match Due to Reaching Comp Limit

    By KTB, February 11, 2015
    • 2 replies
    • 1.2k views
    • 
    • KTB
    • February 11, 2015

25. Excluding Employees - Safe Harbor

    By CJS07, September 24, 2015   

    • Safe Harbor Non-Elective
    • coverage
    • (and 1 more)

      Tagged with:

      • Safe Harbor Non-Elective
      • coverage
      • exclusions
    • 2 replies
    • 3.3k views
    • 
    • Belgarath
    • September 24, 2015

26. Hardship for eviction that has already occured

    By 30Rock, March 2, 2020
    • 2 replies
    • 989 views
    • 
    • Larry Starr
    • March 2, 2020

27. 401k retirement plan administrator job

    By Indu, July 12, 2022
    • 2 replies
    • 581 views
    • 
    • Indu
    • July 14, 2022

28. Multiemployer Plans

    By Guest Harry Lutz, September 13, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 15, 1999

29. Violation of successor plan rule

    By Belgarath, October 24, 2023
    • 2 replies
    • 963 views
    • 
    • Luke Bailey
    • October 24, 2023

30. Exclusion of Employees

    By Guest WyrickL, October 10, 2002
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • October 11, 2002

31. Solo 401k and money purchase plan

    By Guest weprin, December 6, 2002
    • 2 replies
    • 1.9k views
    • 
    • mbozek
    • December 6, 2002

32. Merger of two 401(k) plans; any special provisions for corporate resolution ?

    By Guest tintree73, December 30, 2003
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • December 31, 2003

33. Payment to nonresident (Canadian) beneficiary

    By Guest TroyRiley, June 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 4, 2004

34. Annual Notice of Catch-Up Eligibility?

    By Guest ghutto, October 14, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2004

35. Elective Deferrals For the Self-Employed

    By mming, January 23, 2008
    • 2 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • January 24, 2008

36. Equity Owner vs. Non-Equity Owner

    By Dennis Povloski, January 7, 2010
    • 2 replies
    • 2.2k views
    • 
    • Kevin C
    • January 8, 2010

37. 401k fund selection - Share class

    By Guest dsw713, April 29, 2010
    • 2 replies
    • 2.9k views
    • 
    • Bird
    • April 30, 2010

38. Disability Benefits - 401(k) Deferrals

    By MGOAdmin, August 5, 2013   

    • Disability
    • Deferral
    • 2 replies
    • 1.6k views
    • 
    • BG5150
    • August 5, 2013

39. 404a5

    By karl, November 13, 2015
    • 2 replies
    • 982 views
    • 
    • BG5150
    • November 16, 2015

40. Auto Enroll Feature with Financial Institution Where They Track Hours and Determine Elig. But Not Bundled Plan

    By HarleyBabe, January 18, 2016
    • 2 replies
    • 732 views
    • 
    • HarleyBabe
    • January 19, 2016

41. ADP Failure - 10% penalty even if using 'one-to-one' correction?

    By AlbanyConsultant, July 17, 2017
    • 2 replies
    • 667 views
    • 
    • Mr Bagwell
    • July 17, 2017

42. Removing Roth in a Safe Harbor Plan

    By cpc0506, July 24, 2020
    • 2 replies
    • 716 views
    • 
    • Gilmore
    • July 25, 2020

43. Affiliated Services Group - professional corp of ALCs, or not

    By TPApril, July 12, 2022
    • 2 replies
    • 465 views
    • 
    • Luke Bailey
    • July 12, 2022

44. Safe harbor 401(k)

    By chris, September 14, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 1999

45. Discretionary Employer Match

    By Coleboy1, November 30, 2022
    • 2 replies
    • 657 views
    • 
    • Riley Britton
    • November 30, 2022

46. Hardship Withdrawals

    By Guest moorhan, July 18, 2001
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • July 19, 2001

47. 401(k) Profit Sharing

    By Jilliandiz, July 17, 2003
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • July 17, 2003

48. Timing of 401(k) Deferral Deposits

    By Guest ANNEBV, September 15, 2005
    • 2 replies
    • 1.8k views
    • 
    • Archimage
    • September 15, 2005

49. ADP restructured test

    By Guest sritts, November 29, 2005
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • November 30, 2005

50. Sole Prop 401(k) Deferral & Pension Comp

    By flosfur, July 17, 2007
    • 2 replies
    • 1.2k views
    • 
    • Lori Friedman
    • July 19, 2007