401(k) Plans

19,321 topics in this forum

1. Undocumented Immigrant

   By Guest BED, August 19, 2011
   • 2 replies
   • 2.7k views
   • 
   • Peter Gulia
   • August 19, 2011

2. Top Heavy Minimum and funding of PY PS in not top heavy plan year

   By legort69, September 16, 2012
   • 2 replies
   • 1k views
   • 
   • BG5150
   • September 17, 2012

3. Top Heavy Contributions

   By Stash026, June 21, 2019
   • 2 replies
   • 515 views
   • 
   • Tom Poje
   • June 21, 2019

4. Two Companies/Plans - Shared Employee as Plan Administrator on Both

   By Christina, August 7, 2020
   • 2 replies
   • 1k views
   • 
   • Larry Starr
   • August 8, 2020

5. Any advice on converting a pdf of a Sungard plan doc to an xml file without access to the original software or template?

   By MeetMeInTheBackdoorRoth, May 19, 2022   

   • ftwilliam
   • document
   • (and 1 more)

     Tagged with:

     • ftwilliam
     • document
     • conversion
   • 2 replies
   • 630 views
   • 
   • CuseFan
   • May 19, 2022

6. Plan Year Different from Company Fiscal Year

   By LCARUSI, September 29, 1999
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • October 13, 1999

7. If 401(k) plan requires ppts to be active on 12/31 to receive match...

   By DayinJune, July 2, 2024
   • 2 replies
   • 525 views
   • 
   • CuseFan
   • July 2, 2024

8. May non-union members in "right to work" states be tested

   By Guest Jose Rosario, March 30, 2001
   • 2 replies
   • 1.3k views
   • 
   • KJohnson
   • April 2, 2001

9. Top heavy 401(k)-dual eligibility

   By Guest Dolores Lawrence, August 10, 2001
   • 2 replies
   • 2.2k views
   • 
   • david rigby
   • August 11, 2001

10. 402(g) Excess Gap Period Loss

    By Guest mac_qka, April 1, 2008
    • 2 replies
    • 1.6k views
    • 
    • Harwood
    • April 2, 2008

11. Plan Year Different from Corporate Year

    By DP, July 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 26, 2008

12. ASG member adopts existing SH in final 3 months-OK?

    By Guest lushbenefits, October 15, 2008
    • 2 replies
    • 1k views
    • 
    • Jim Chad
    • October 16, 2008

13. European 401k Plan and U.S. 401k Plan

    By Zoey, April 7, 2010
    • 2 replies
    • 1.4k views
    • 
    • Zoey
    • April 13, 2010

14. Short Plan Year Safe Harbor Plan

    By Guest lovework, September 17, 2014
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • September 24, 2014

15. TPA

    By TPAexplorer, January 4, 2019   

    • safe harbor 401k plan with new comp allocation
    • 2 replies
    • 640 views
    • 
    • JackS
    • January 7, 2019

16. 12(b)-1 Fees - Keep them or give them to plan participants?

    By Guest TRUST53, December 18, 1998
    • 2 replies
    • 1.6k views
    • 
    • Jon Chambers
    • December 31, 1998

17. Electronic Enrollment Questions

    By Guest Letocha, January 12, 2001
    • 2 replies
    • 1.9k views
    • 
    • RCK
    • January 12, 2001

18. Multiple Employer Plan

    By jpod, September 26, 2002
    • 2 replies
    • 2.2k views
    • 
    • mbozek
    • September 27, 2002

19. Maximum contribution

    By FJR, December 11, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • December 11, 2002

20. Seperate Line of Business Clarification

    By Guest jml24star, August 18, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 19, 2004

21. PS 58 Costs

    By rlb64, September 9, 2004
    • 2 replies
    • 1.8k views
    • 
    • rlb64
    • September 10, 2004

22. Attribution...

    By K-t-F, February 28, 2005
    • 2 replies
    • 1.4k views
    • 
    • K-t-F
    • March 1, 2005

23. Ineligible Employee Deferrals

    By Guest PCS Inc, February 8, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 9, 2007

24. Net earned income computation for partnership

    By Guest tmills, October 23, 2007
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • October 23, 2007

25. HCE-Attribution

    By PFranckowiak, February 10, 2010
    • 2 replies
    • 3.3k views
    • 
    • PFranckowiak
    • February 11, 2010

26. Using Matching Contributions in ADP Test

    By Guest lizano, October 22, 2010
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 22, 2010

27. Large Organiztion / Indiv Trustee vs Directed Corp.Trustee

    By austin3515, September 15, 2016
    • 2 replies
    • 734 views
    • 
    • JRN
    • September 15, 2016

28. Small Corrections in EPCRS

    By austin3515, August 9, 2020
    • 2 replies
    • 764 views
    • 
    • austin3515
    • August 9, 2020

29. Auto-escalate mid plan year tied to salary increases?

    By Steamboat, January 25, 2021
    • 2 replies
    • 722 views
    • 
    • david rigby
    • January 28, 2021

30. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026, September 13, 2021
    • 2 replies
    • 1.8k views
    • 
    • Bob the Swimmer
    • September 15, 2021

31. How to report excess contributions to IRS

    By Guest MFuentes, February 5, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 5, 2000

32. ADP refunds and withholding

    By BG5150, February 9, 2023
    • 2 replies
    • 529 views
    • 
    • D Lewis
    • February 10, 2023

33. Any problems or concerns when a 401(k) plan covers only Non-Highly Com

    By Dawn Hafner, May 19, 2000
    • 2 replies
    • 1.5k views
    • 
    • John A
    • May 19, 2000

34. 401k Loan for Primary Residence. Settled a month ago

    By 401king, September 11, 2023
    • 2 replies
    • 884 views
    • 
    • fmsinc
    • September 12, 2023

35. Family attribution causes 3%-owner husband and 3%-owner wife to be a 6

    By Guest ANNEBV, November 6, 2000
    • 2 replies
    • 1.7k views
    • 
    • Alf
    • November 6, 2000

36. 1099 Employees

    By Guest darrensoup, January 20, 2005
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • January 20, 2005

37. Life Insurance Policies in DB Plans

    By Guest JTS1675, June 7, 2005
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • June 7, 2005

38. Top Paid Group

    By CJS07, March 12, 2009
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 12, 2009

39. PPA Quarterly Statements

    By imchipbrown, May 28, 2009
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • May 29, 2009

40. Auto-Increase mistakes

    By fiona1, November 12, 2009
    • 2 replies
    • 1.3k views
    • 
    • RCK
    • November 13, 2009

41. Severance--12 months of no 401k deferrals

    By Oh so SIMPLE, September 17, 2012
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • September 18, 2012

42. Reduced elective deferral limit for a subset of HCEs

    By buckaroo, July 29, 2014
    • 2 replies
    • 948 views
    • 
    • MWeddell
    • July 30, 2014

43. Failed to follow participant direction

    By Guest ERead, December 31, 1998
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 31, 1998

44. Deposit of deferrals - Blue Book Q&A

    By Guest Philip Simpkins, June 8, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 9, 1999

45. 2019 missed deferral - failure to implement

    By justanotheradmin, April 19, 2023
    • 2 replies
    • 800 views
    • 
    • Paul I
    • April 21, 2023

46. HCEs and 401(k)

    By BellaBee41, September 10, 2024
    • 2 replies
    • 793 views
    • 
    • EBECatty
    • September 10, 2024

47. Excise Tax on Contributions exceeding 15% deduction limit.

    By Guest SHP, January 12, 2001
    • 2 replies
    • 1.9k views
    • 
    • M R Bernardin
    • January 19, 2001

48. Top heavy plan with a catch up contribution.

    By pbarrett, November 27, 2001
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • November 28, 2001

49. After-Tax Basis not kept.

    By Guest John Sample, February 11, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2002

50. PEO Scenario

    By bzorc, February 13, 2004
    • 2 replies
    • 1.1k views
    • 
    • Alf
    • February 13, 2004