401(k) Plans

19,321 topics in this forum

1. Plan Termination

   By Guest pcohen, December 2, 2005
   • 1 reply
   • 1.4k views
   • 
   • JanetM
   • December 2, 2005

2. Partial Termination

   By Guest Kevin1, December 1, 2005
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • December 3, 2005

3. 401(a)4 testing required?

   By Guest RACHELP, December 1, 2005
   • 7 replies
   • 4.8k views
   • 
   • Tom Poje
   • December 14, 2005

4. Distribution Forms

   By Jilliandiz, November 30, 2005
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • November 30, 2005

5. Re-entry into new 401(k)

   By Guest amybu99, November 30, 2005
   • 2 replies
   • 1.6k views
   • 
   • E as in ERISA
   • December 2, 2005

6. 415 defined contribution dollar limit for spouses

   By billfgrady, November 30, 2005
   • 2 replies
   • 1.5k views
   • 
   • billfgrady
   • November 30, 2005

7. Prefunding a PS contribution

   By Guest chris4013, November 30, 2005
   • 7 replies
   • 2.5k views
   • 
   • AndyH
   • December 1, 2005

8. ADP restructured test

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

9. Foreign employee moving to US gets service credit?

   By Guest FAQ, November 29, 2005
   • 1 reply
   • 1.5k views
   • 
   • Bob R
   • December 6, 2005

10. 2 plans merging, what to do with ADP test?

    By Guest lindamichals, November 29, 2005
    • 2 replies
    • 2k views
    • 
    • rcline46
    • November 29, 2005

11. Catch up contributions only allowed?

    By Guest jusducki, November 29, 2005
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • December 16, 2005

12. Top Heavy Contribution

    By Guest jetfaninmn, November 28, 2005
    • 1 reply
    • 1.2k views
    • 
    • Leopurrd
    • November 28, 2005

13. Applying extra loan repayments

    By Guest darrensoup, November 28, 2005
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • November 28, 2005

14. Deferrals on Compensation above 401(a)(17) limit

    By James Matt Ullakko, November 24, 2005
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • November 25, 2005

15. Mid-Year Termination of Safe Harbor 401(k) Plan

    By Guest renhark, November 23, 2005
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • November 23, 2005

16. Safe Harbor Match and discretionary match

    By rcline46, November 22, 2005
    • 23 replies
    • 7.1k views
    • 
    • KJohnson
    • December 1, 2008

17. timing of switching testing methods

    By Tom Poje, November 22, 2005
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • November 23, 2005

18. QDRO / In Service Distribution / Top Heavy

    By sdix401k, November 22, 2005
    • 2 replies
    • 2.5k views
    • 
    • saabraa
    • November 23, 2005

19. imputed income and gross up

    By k man, November 22, 2005
    • 0 replies
    • 2.7k views
    • 
    • k man
    • November 22, 2005

20. Partial Termination/Full termination

    By k man, November 22, 2005
    • 6 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • November 23, 2005

21. Gains applied to distribution from pooled acct in Dec.

    By Richard Anderson, November 21, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • November 21, 2005

22. Distributions on terminated plans

    By Guest jetfaninmn, November 21, 2005
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • November 22, 2005

23. Data/Documents - Property of?

    By k man, November 21, 2005
    • 2 replies
    • 1.2k views
    • 
    • k man
    • November 22, 2005

24. Restarting 401k

    By Guest dbvail, November 18, 2005
    • 1 reply
    • 1.8k views
    • 
    • saabraa
    • November 19, 2005

25. Safe Harbor Notice

    By k man, November 18, 2005
    • 10 replies
    • 2.5k views
    • 
    • R. Butler
    • November 29, 2005

26. Rollovers

    By Jilliandiz, November 18, 2005
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • November 18, 2005

27. ADP test fails, refund, and subsequent deferral limits

    By Belgarath, November 18, 2005
    • 5 replies
    • 2.7k views
    • 
    • Tom Poje
    • November 22, 2005

28. W-2 Box 13 " Active Participant"

    By Guest Wolves1962, November 18, 2005
    • 9 replies
    • 13.2k views
    • 
    • Tom Poje
    • January 4, 2018

29. Odd separation from employment question

    By Guest mfocke, November 18, 2005
    • 6 replies
    • 3.2k views
    • 
    • Guest
    • November 29, 2005

30. Eligibility

    By Guest jetfaninmn, November 17, 2005
    • 4 replies
    • 1.6k views
    • 
    • saabraa
    • November 18, 2005

31. First Match ACP testing requirements

    By Stevo-PDX, November 17, 2005
    • 5 replies
    • 1.6k views
    • 
    • MWeddell
    • November 18, 2005

32. Loans

    By Guest chris4013, November 17, 2005
    • 3 replies
    • 1.7k views
    • 
    • E as in ERISA
    • November 17, 2005

33. restate or amend

    By wsp, November 16, 2005
    • 1 reply
    • 1.4k views
    • 
    • Leopurrd
    • November 17, 2005

34. top paid group, hce's and failed adp test

    By Lori H, November 16, 2005
    • 4 replies
    • 2.7k views
    • 
    • WDIK
    • November 17, 2005

35. Plan Expenses

    By Guest stevena1, November 16, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 17, 2005

36. Real Estate Management Company & 401(k)

    By Guest Michael519, November 16, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 16, 2005

37. RMD Payments

    By Guest andmik, November 16, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 16, 2005

38. Safe Harbor Notice

    By Guest DazedAndConfused, November 16, 2005
    • 2 replies
    • 1.3k views
    • 
    • Leopurrd
    • November 16, 2005

39. Plan Audit

    By Guest moltengater, November 16, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • November 16, 2005

40. 414(s) Safe Harbor Exclusions from Compensation

    By 401 Chaos, November 16, 2005
    • 11 replies
    • 12.2k views
    • 
    • Puffinator
    • April 10, 2024

41. Safe harbor match testing

    By Guest scompliance, November 15, 2005
    • 11 replies
    • 4.1k views
    • 
    • MWeddell
    • November 18, 2005

42. Safe Harbor notices

    By pmacduff, November 15, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • November 16, 2005

43. 404(c)

    By Guest Kevin1, November 15, 2005
    • 6 replies
    • 1.6k views
    • 
    • E as in ERISA
    • November 16, 2005

44. Stipulated income

    By bdeancpa, November 15, 2005
    • 2 replies
    • 1.9k views
    • 
    • bdeancpa
    • November 15, 2005

45. Help with unsolicited distribution

    By Guest wetdog, November 14, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 14, 2005

46. 8717

    By Guest Wolves1962, November 14, 2005
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 14, 2005

47. 2005 New Key Employee

    By Guest darrensoup, November 14, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • November 14, 2005

48. Collectively Bargained Plans

    By Guest AJR, November 11, 2005
    • 1 reply
    • 3.1k views
    • 
    • Kirk Maldonado
    • November 11, 2005

49. Too easy or too difficult?

    By Guest Emiman, November 11, 2005
    • 7 replies
    • 1.7k views
    • 
    • E as in ERISA
    • November 14, 2005

50. 414(s) Testing - ADP/ACP test purposes

    By Guest jae3207, November 11, 2005
    • 1 reply
    • 2.5k views
    • 
    • Tom Poje
    • November 11, 2005