401(k) Plans

19,321 topics in this forum

1. SSN privacy issues

   By Guest Smitty848, June 20, 2004
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • June 20, 2004

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

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

3. Capital Call

   By Guest koo, October 5, 2009
   • 0 replies
   • 1.3k views
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   • Guest
   • October 5, 2009

4. Union EEs in ADP test

   By Guest Pat Metallic, May 15, 2009
   • 4 replies
   • 1.3k views
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   • Guest
   • May 18, 2009

5. Failure of ADP/ACP test in a partnership

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

6. Multiple Employer Plan

   By Guest Marjorie Rogers, August 28, 2001
   • 0 replies
   • 1.3k views
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   • Guest
   • August 28, 2001

7. ADP Refund

   By TH 401k, January 8, 2025
   • 5 replies
   • 1.3k views
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   • Lou S.
   • January 8, 2025

8. Question for anyone who administers a plan trying to meet the uniform allocation formula Safe harbor in 401(k) PSP

   By Guest esi-jht, January 31, 2006
   • 0 replies
   • 1.3k views
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   • Guest
   • January 31, 2006

9. Does a blackout notice need to specifically use the word "blackout"?

   By Florida401k, November 9, 2016   

   • blackout
   • 401(k)
   • (and 1 more)

     Tagged with:

     • blackout
     • 401(k)
     • notice
   • 3 replies
   • 1.3k views
   • 
   • My 2 cents
   • November 9, 2016

10. Is New Comparability Formula Creating a CODA?

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

11. Matching Contributions

    By Madison71, January 15, 2010
    • 3 replies
    • 1.3k views
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    • Madison71
    • January 19, 2010

12. Compensation Basis for Safe Harbor Contribution

    By Guest CHRISTA, February 27, 2002
    • 1 reply
    • 1.3k views
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    • Blinky the 3-eyed Fish
    • February 27, 2002

13. Form 5330 and after-tax contributions

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

14. 404a5 notice for loans

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

15. Subsequent Eligibility Computation Period

    By Mr Bagwell, June 19, 2019   

    • plan entry
    • subsequent eligibility comp period
    • 5 replies
    • 1.3k views
    • 
    • Mr Bagwell
    • June 21, 2019

16. Self-Employed Schedule C income loss & contributions

    By Guest ewhitmore, September 24, 2007
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • September 24, 2007

17. How to report excess contributions to IRS

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

18. 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

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

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

20. per capita QNEC's

    By austin3515, January 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • January 3, 2008

21. Salary deferrals deposited after close of plan year

    By lp1965, July 21, 2016
    • 7 replies
    • 1.3k views
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    • Tom Poje
    • July 22, 2016

22. Controlled Group Situation & Owner Sold One Business - Help

    By HarleyBabe, July 11, 2013
    • 7 replies
    • 1.3k views
    • 
    • MoJo
    • July 16, 2013

23. Solo 401k

    By 401kay, December 22, 2022
    • 9 replies
    • 1.3k views
    • 
    • Brian Dunkin
    • March 22, 2023

24. Safe Harbor Match -- Additional Formula

    By Archimage, January 4, 2008
    • 0 replies
    • 1.3k views
    • 
    • Archimage
    • January 4, 2008

25. New participants not allowed to defer - new rule?

    By Guest MikeD, January 27, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 27, 2005

26. Any way to undo a participant loan?

    By Dennis Povloski, June 23, 2011
    • 4 replies
    • 1.3k views
    • 
    • K2retire
    • June 24, 2011

27. Delinquent Contributions caused by payroll company

    By TPApril, December 5, 2024
    • 5 replies
    • 1.3k views
    • 
    • ERISALawyr
    • December 10, 2024

28. Changes to Safe Harbor Match Formula

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

29. Compensation for Deferrals only and 414(s)

    By Nancy D, June 13, 2016
    • 6 replies
    • 1.3k views
    • 
    • Nancy D
    • June 14, 2016

30. RMD Rules

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

31. Plan Design

    By Guest WCHB, September 8, 2011
    • 5 replies
    • 1.3k views
    • 
    • Leopurrd
    • September 8, 2011

32. Electing out of a plan

    By Guest taj32z, February 12, 2003
    • 4 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 12, 2003

33. Leave of absence and 2nd loan

    By 30Rock, August 4, 2015
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • August 5, 2015

34. Relative Value for Money Purchase Plans?

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

35. Top Heavy 401(k) Plan

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

36. ADP/ACP Aggregation

    By fiona1, March 5, 2008
    • 1 reply
    • 1.3k views
    • 
    • dcoderre
    • March 14, 2008

37. deferring unused medical FSA to a 401(k)

    By Guest MES, January 9, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 9, 2002

38. Custodians tracking loan information

    By Stevo-PDX, October 25, 2006
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • October 25, 2006

39. employee elects NOT to participate

    By cpc0506, May 12, 2011
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • May 12, 2011

40. Assets of Multiple Employer Plan prevented from leaving

    By Guest Iwonder, January 7, 2008
    • 1 reply
    • 1.3k views
    • 
    • Jean
    • January 8, 2008

41. Election Not to Participate - for 5 years?

    By Gudgergirl, February 2, 2011
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • February 2, 2011

42. Safe Harbor 401(k) Plan - Employer Wants to Suspend Match for One Subsidiary or Division

    By rocknrolls2, December 5, 2016   

    • Does Employer Lose Safe Harbo
    • 5 replies
    • 1.3k views
    • 
    • rocknrolls2
    • December 16, 2016

43. 5330, Sch. G

    By BFree, July 12, 2002
    • 0 replies
    • 1.3k views
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    • BFree
    • July 12, 2002

44. Prototype Document - Eligibility

    By MarZDoates, September 7, 2007
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • September 10, 2007

45. Loan Default after Leave of Absence

    By Guest Dumb & Dumber, August 23, 2012
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • August 23, 2012

46. ERISA 404(c) compliance

    By PLAN MAN, September 14, 2006
    • 0 replies
    • 1.3k views
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    • PLAN MAN
    • September 14, 2006

47. Too much employer deposit!

    By justanotheradmin, March 28, 2014
    • 6 replies
    • 1.3k views
    • 
    • justanotheradmin
    • March 28, 2014

48. Cancel an IRS Fire.com File Submission

    By Gadgetfreak, March 21, 2023
    • 6 replies
    • 1.3k views
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    • Gadgetfreak
    • March 22, 2023

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

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

50. 401(k) deferrals and SH Match based on wrong compensation

    By rodin011, June 26, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 30, 2009