401(k) Plans

19,334 topics in this forum

1. SIMPLE IRA Plan to a 401(k) Plan

   By Guest dhoefer, January 11, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • January 11, 2002

2. top paid group election - administrative or document election

   By Earl, November 22, 2004
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • November 22, 2004

3. stupid ADP question

   By goldtpa, March 9, 2005
   • 1 reply
   • 1.3k views
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   • austin3515
   • March 10, 2005

4. calculating net income for APP test

   By Alex Daisy, March 4, 2011
   • 1 reply
   • 1.3k views
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   • PensionPro
   • March 7, 2011

5. HCE Determination

   By DTH, May 9, 2003
   • 3 replies
   • 1.3k views
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   • MWeddell
   • May 12, 2003

6. Beneficiary Designations

   By steve-o, August 21, 2003
   • 4 replies
   • 1.3k views
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   • david rigby
   • August 21, 2003

7. Definition of Compensation

   By Jilliandiz, July 12, 2007
   • 2 replies
   • 1.3k views
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   • rcline46
   • July 12, 2007

8. Additional SH & PS

   By Becky Schwing, September 18, 2019
   • 15 replies
   • 1.3k views
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   • Kevin C
   • September 20, 2019

9. Is Contribution due for ex- partner?

   By Guest Renegade, March 21, 2002
   • 1 reply
   • 1.3k views
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   • Archimage
   • March 21, 2002

10. Self Directed Account

    By PFranckowiak, May 7, 2013
    • 5 replies
    • 1.3k views
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    • PFranckowiak
    • May 7, 2013

11. Is a plan permissible for one class of employees of an employer while

    By Guest Pat Metallic, May 10, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • May 10, 2001

12. Missed Roth deferral and QNEC: participant disadvantaged?

    By BG5150, May 28, 2020
    • 1 reply
    • 1.3k views
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    • Lou S.
    • May 28, 2020

13. Safe Harbor Contributions

    By Guest nps, May 16, 2003
    • 1 reply
    • 1.3k views
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    • Belgarath
    • May 16, 2003

14. Excise Tax for Excess Contribution

    By Guest kgsingletary, May 22, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • May 22, 2002

15. Another question related to severance pay

    By jkharvey, May 6, 2005
    • 1 reply
    • 1.3k views
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    • WDIK
    • May 6, 2005

16. Employee Exclusion

    By Guest moltengater, June 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2006

17. sample letter?

    By PensionNewbee, April 27, 2004
    • 0 replies
    • 1.3k views
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    • PensionNewbee
    • April 27, 2004

18. Stopping the Safe Harbor Match

    By Earl, March 7, 2005
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • March 9, 2005

19. 401(k) custodian cut off new participants from participation

    By GrammieMame, March 18, 2013
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • March 20, 2013

20. Owner termination to obtain distribution

    By Purplemandinga, April 2, 2019
    • 12 replies
    • 1.3k views
    • 
    • jsample
    • April 2, 2019

21. ADP Refund of Roth Deferrals--April 15 important?

    By BG5150, October 31, 2013
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 31, 2013

22. Basic Safe Harbor Question

    By pbarrett, August 5, 2003
    • 4 replies
    • 1.3k views
    • 
    • rcline46
    • August 5, 2003

23. Fees to Terminated Participants

    By austin3515, February 10, 2012
    • 2 replies
    • 1.3k views
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    • Kevin C
    • February 10, 2012

24. Proof of Hardship

    By AKPension, March 30, 2017
    • 9 replies
    • 1.3k views
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    • Peter Gulia
    • April 5, 2017

25. Deferrals & Match commencement.

    By flosfur, June 28, 2005
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • June 28, 2005

26. Earnings on Late Employer Contribution

    By PensionPro, July 30, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • July 30, 2012

27. Hardship

    By Madison71, January 14, 2010
    • 5 replies
    • 1.3k views
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    • rcline46
    • January 14, 2010

28. Home builders unable to fulfill Safe Harbor obligation

    By Brenda Wren, September 24, 2007
    • 2 replies
    • 1.3k views
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    • Guest
    • September 24, 2007

29. QSLOB - 50 Employee in Line of Business Rule

    By 401_4_ever, March 3, 2015
    • 1 reply
    • 1.3k views
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    • TPAMan
    • March 3, 2015

30. Plan Document limits deferrals to 50% of compensation

    By Pammie57, August 25, 2015
    • 3 replies
    • 1.3k views
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    • BG5150
    • August 25, 2015

31. In Service Withdrawal

    By Guest donl, February 28, 2012
    • 2 replies
    • 1.3k views
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    • MWeddell
    • March 1, 2012

32. Employer Stock and 404(c)

    By Guest IRISH79, March 15, 2007
    • 1 reply
    • 1.3k views
    • 
    • k man
    • March 19, 2007

33. 401(k) limit

    By Guest TTATE, August 1, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 5, 2003

34. Loan Repayments

    By Guest SRH, January 16, 2009
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • January 16, 2009

35. match true-up

    By cpc0506, June 14, 2013
    • 3 replies
    • 1.3k views
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    • ETA Consulting LLC
    • June 14, 2013

36. Withholding Too Much under Plan's Compsenation Definition

    By Guest ggbrock, September 15, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 15, 2008

37. Plan Document Providers

    By Stevo-PDX, June 15, 2012
    • 3 replies
    • 1.3k views
    • 
    • SheilaD
    • June 15, 2012

38. Compensation Limitation Election Available to Certain Participants

    By SSRRS, March 4, 2021
    • 21 replies
    • 1.3k views
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    • Belgarath
    • March 11, 2021

39. Compensation for ADP Test for new 401k

    By Guest CSTS, October 27, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 10, 2006

40. Eligibility requirements for 401k

    By Pammie57, August 26, 2020
    • 8 replies
    • 1.3k views
    • 
    • Mike Preston
    • August 28, 2020

41. Safe Harbor 401(k) - Coverage Test Question

    By MarZDoates, January 12, 2006
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • January 12, 2006

42. Uncashed Checks for a Bankrupt Recordkeeper

    By Nassau, April 21, 2011
    • 2 replies
    • 1.3k views
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    • BG5150
    • April 21, 2011

43. Paycheck to Paycheck vs. Statutory Compensation method for calculating match

    By dragondon, October 31, 2022
    • 4 replies
    • 1.3k views
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    • BenefitJack
    • November 2, 2022

44. Canadian one-man-show SoloK plan

    By K-t-F, January 14, 2006
    • 1 reply
    • 1.3k views
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    • K-t-F
    • January 16, 2006

45. Lost wage window?

    By Guest jhilliard, September 9, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 9, 2003

46. Unrelated employers with separate 401(k) plans in pooled account

    By Guest TaxedToDeath, July 26, 2013
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 26, 2013

47. 402(g)

    By Guest Joanne Davey, May 14, 2003
    • 3 replies
    • 1.3k views
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    • Brian Gallagher
    • May 16, 2003

48. Mid Year Suspension of Non-elective Contributions

    By J. Bringhurst, December 19, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 21, 2008

49. Broker's Relationship

    By Guest MS TPA, March 14, 2011
    • 5 replies
    • 1.3k views
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    • 12AX7
    • March 15, 2011

50. When we distribute benefits from a terminated plan, do we need to send

    By Guest Bud, February 8, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 8, 2002