401(k) Plans

19,275 topics in this forum

1. 3 month eligibility

   By Guest decjr, June 10, 2014
   • 3 replies
   • 1.3k views
   • 
   • Tom Poje
   • June 10, 2014

2. Delay in 401K rollover

   By sbuck, January 29, 2020
   • 4 replies
   • 1.3k views
   • 
   • sbuck
   • February 6, 2020

3. must it be 11g - ee incorrectly included

   By TPApril, May 9, 2023
   • 8 replies
   • 1.3k views
   • 
   • TPApril
   • May 15, 2023

4. HCE Limit

   By justatester, March 18, 2009
   • 4 replies
   • 1.3k views
   • 
   • justatester
   • March 19, 2009

5. Safe harbor 3% and Comp while a participant

   By rfahey, February 23, 2007
   • 3 replies
   • 1.3k views
   • 
   • Belgarath
   • February 28, 2007

6. retroactive amendment of insignificant error

   By Guest stakri, October 31, 2005
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • October 31, 2005

7. Failure of ADP/ACP test in a partnership

   By Guest jkrad, April 8, 2005
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • April 8, 2005

8. Per Diem Employees

   By Coleboy1, October 5, 2022
   • 6 replies
   • 1.3k views
   • 
   • Bri
   • October 6, 2022

9. Is New Comparability Formula Creating a CODA?

   By Susan S., April 22, 2015
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • April 23, 2015

10. Designed-based coverage

    By Guest SJPrince, February 7, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 7, 2000

11. Arbitration Match Issue

    By Guest benefitstudent, March 7, 2007
    • 4 replies
    • 1.3k views
    • 
    • QDROphile
    • March 7, 2007

12. Manual ADP Refunds

    By ratherbereading, August 8, 2017   

    • adp test; refunds
    • 10 replies
    • 1.3k views
    • 
    • david rigby
    • August 9, 2017

13. Determining highest contribution rate for Key's.

    By Guest dealvarez, January 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2002

14. Safe Harbor

    By J. Bringhurst, November 26, 2002
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • November 27, 2002

15. Safe Harbor 401(k) and Part Time Employees

    By MBCarey, July 9, 2003
    • 2 replies
    • 1.3k views
    • 
    • Harwood
    • July 9, 2003

16. miniscule error causes top heavy problem

    By M Norton, January 31, 2019   

    • sh match error
    • top heavy issue
    • 8 replies
    • 1.3k views
    • 
    • M Norton
    • February 4, 2019

17. correction under EPCRS for missed deferrals

    By Barbara, May 20, 2019
    • 8 replies
    • 1.3k views
    • 
    • Barbara
    • May 23, 2019

18. Who's Responsible for Deferral Change Request Failure? Participant or the Plan Sponsor?

    By Jeff_pg, January 1, 2021
    • 12 replies
    • 1.3k views
    • 
    • chc93
    • January 4, 2021

19. RMD Rules

    By austin3515, June 11, 2013
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • June 11, 2013

20. underfunded plan

    By fidu, December 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 20, 2002

21. Extend 5 year general purpose loan?

    By oldman, February 13, 2012
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • August 22, 2014

22. ADP refunds to satisfy RMD

    By Biz Develop Consultant BJF, September 14, 2017   

    • rmd
    • adp refunds
    • (and 1 more)

      Tagged with:

      • rmd
      • adp refunds
      • adp
    • 2 replies
    • 1.3k views
    • 
    • Biz Develop Consultant BJF
    • September 14, 2017

23. 404a5 notice for loans

    By cpc0506, January 14, 2013
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • January 14, 2013

24. Discontinuing MRDs when a Retiree is Rehired

    By Guest koolkid, August 15, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • August 15, 2002

25. transfer to new investment advisor

    By Guest erisaauditor, September 24, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • September 28, 2009

26. Amending Safe Harbor

    By MGOAdmin, March 25, 2015   

    • safe habror
    • amending
    • 7 replies
    • 1.3k views
    • 
    • MGOAdmin
    • March 31, 2015

27. New loan allowed by IRS lien?

    By AlbanyConsultant, March 16, 2007
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • March 16, 2007

28. 5330 Paid Preparer

    By Blinky the 3-eyed Fish, April 15, 2008
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • April 15, 2008

29. # of hardships

    By JKW, June 21, 2010
    • 5 replies
    • 1.3k views
    • 
    • 401 Chaos
    • June 24, 2010

30. Safe Harbor Match wrt Top-Heavy Min & 401(a)(4)

    By Guest pension222, December 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • December 20, 2002

31. December 401(k) contributions

    By Guest mkd*, September 21, 2010
    • 7 replies
    • 1.3k views
    • 
    • oriecat
    • September 22, 2010

32. 1099's and ADP excesses

    By Brian Gallagher, February 27, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 27, 2004

33. Relative Value for Money Purchase Plans?

    By austin3515, May 3, 2010
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • May 3, 2010

34. Safe Harbor Wait-and-See

    By Guest Giovanni, April 8, 2005
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 8, 2005

35. Termination of 401(k) Plan

    By rocknrolls2, November 16, 2007
    • 0 replies
    • 1.3k views
    • 
    • rocknrolls2
    • November 16, 2007

36. For new 404(c) plan, how do we get info to participants

    By Guest neoplanner, March 21, 2005
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • March 28, 2005

37. Establish plan with a rollover only?

    By Guest tracys, September 8, 2003
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • September 9, 2003

38. 401K Plans

    By pskadot, February 14, 2020
    • 15 replies
    • 1.3k views
    • 
    • pskadot
    • February 18, 2020

39. Changes to Safe Harbor Match Formula

    By Guest Cheri_Rose, October 6, 2006
    • 3 replies
    • 1.3k views
    • 
    • blue
    • October 7, 2006

40. Catch-ups & off calendar yr plans - again

    By Guest RGlaser, September 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 19, 2002

41. 415 excess - 8 cents

    By fiona1, March 8, 2011
    • 8 replies
    • 1.3k views
    • 
    • K2retire
    • March 9, 2011

42. Regarding Return of Exces Distributions, when would 2 1/2 months after

    By Guest JMF, March 30, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 30, 2000

43. Top Heavy 401(k) Plan

    By bdeancpa, July 2, 2002
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 2, 2002

44. When companies buy divisions 401K handling? Does PLR 200036048 apply

    By Guest Almost55, July 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 23, 2001

45. 415 excess results in catch up

    By Guest dbvail, February 8, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 9, 2007

46. Pension Auditors are Better than the DOL give credit for!

    By austin3515, May 9, 2012
    • 9 replies
    • 1.3k views
    • 
    • austin3515
    • May 10, 2012

47. Do we need a brand new plan?

    By Guest pjb, August 14, 2003
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 15, 2003

48. Timing of termination of PSP, application for determination letter and ERISA Notice

    By billfgrady, December 17, 2003
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • December 17, 2003

49. Form 5330 and after-tax contributions

    By J. Bringhurst, August 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • August 22, 2002

50. How does changing business structure of a plan sponsor effect a 401k plan

    By dragondon, May 15, 2023
    • 3 replies
    • 1.3k views
    • 
    • Paul I
    • May 15, 2023