401(k) Plans

19,321 topics in this forum

1. Ineligible Participant

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

2. combining ADP/ACP to pass test

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

3. STATUTORY EXCLUSIONS

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

4. Is this an ACA?

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

5. Calculating Partnership Maximum Contributions

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

6. Amendment Timing

   By John K, June 14, 2024
   • 2 replies
   • 1.2k views
   • 
   • acm_acm
   • June 18, 2024

7. 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

8. Compensation limit and 2 plans in controlled group

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

9. hardship suspensions & new 401(k) plan

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

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

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

11. Include on Coverage?

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

12. hardship - proving need to buy a house?

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

13. Excess Deferral Correction

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

14. Once eligible always eligible "rule"

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

15. Automatic Enrollment

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

16. Over Match Due to Reaching Comp Limit

    By KTB, February 11, 2015
    • 2 replies
    • 1.1k views
    • 
    • KTB
    • February 11, 2015

17. 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

18. Hardship for eviction that has already occured

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

19. 401k retirement plan administrator job

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

20. Multiemployer Plans

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

21. Violation of successor plan rule

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

22. Exclusion of Employees

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

23. Solo 401k and money purchase plan

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

24. 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

25. Payment to nonresident (Canadian) beneficiary

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

26. Annual Notice of Catch-Up Eligibility?

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

27. Elective Deferrals For the Self-Employed

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

28. Equity Owner vs. Non-Equity Owner

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

29. 401k fund selection - Share class

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

30. Disability Benefits - 401(k) Deferrals

    By MGOAdmin, August 5, 2013   

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

31. 404a5

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

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

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

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

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

34. Removing Roth in a Safe Harbor Plan

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

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

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

36. Safe harbor 401(k)

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

37. Discretionary Employer Match

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

38. Hardship Withdrawals

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

39. 401(k) Profit Sharing

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

40. Timing of 401(k) Deferral Deposits

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

41. ADP restructured test

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

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

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

43. 415 Final Regs - how do you measnure 2 1/2 months

    By blue, March 25, 2008
    • 2 replies
    • 1.1k views
    • 
    • zimbo
    • March 26, 2008

44. John Hancock platform Sch D question

    By ESOP Guy, August 5, 2013
    • 2 replies
    • 1.4k views
    • 
    • ESOP Guy
    • August 6, 2013

45. Forfeiture to pay plan expenses (plan termination)

    By 12AX7, November 5, 2013
    • 2 replies
    • 922 views
    • 
    • 12AX7
    • November 6, 2013

46. Participant requests 401k suspension - does not happen

    By jmartin, December 27, 2013
    • 2 replies
    • 987 views
    • 
    • GMK
    • December 27, 2013

47. Start Up Safe Harbor 3% QNEC

    By TPA Bob, September 23, 2020   

    • start up safe harbor
    • 2 replies
    • 850 views
    • 
    • TPA Bob
    • September 23, 2020

48. Add Profit Sharing Contribution Type

    By AmyETPA, November 17, 2020
    • 2 replies
    • 491 views
    • 
    • BG5150
    • November 17, 2020

49. Late Hardship Regulations Amendment - SCP?

    By casey72, April 27, 2022
    • 2 replies
    • 533 views
    • 
    • casey72
    • May 10, 2022

50. Time period for contacting terminated employee

    By Guest Kiel, November 24, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 24, 1998