401(k) Plans

19,275 topics in this forum

1. Earned Income Calculation from several K-1s

   By Guest MSP, April 22, 2004
   • 6 replies
   • 1.2k views
   • 
   • Harwood
   • April 22, 2004

2. salary deferrals b/f plan doc is signed

   By Guest EBer, November 6, 2002
   • 1 reply
   • 1.2k views
   • 
   • KJohnson
   • November 6, 2002

3. Late deposit due to mail service

   By Guest SueJ, April 15, 2003
   • 3 replies
   • 1.2k views
   • 
   • GBurns
   • April 15, 2003

4. Term Profit Sharing/Keep 401(k)??!??

   By Guest Powers, July 28, 2003
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • July 31, 2003

5. Adopting Employer no longer wants to have plan

   By jkharvey, May 20, 2004
   • 1 reply
   • 1.2k views
   • 
   • rcline46
   • May 20, 2004

6. Coverage testing when there are a bunch of work-visa employees

   By Tom, September 25
   • 4 replies
   • 1.2k views
   • 
   • justanotheradmin
   • October 1

7. QACA Auto Increases - who gets increased, and when?

   By Mr401k, May 2, 2017
   • 11 replies
   • 1.2k views
   • 
   • TPAJake
   • May 8, 2017

8. GUST Basic Plan Document Search

   By steverenner, May 13, 2019
   • 5 replies
   • 1.2k views
   • 
   • steverenner
   • May 15, 2019

9. SAFE HARBOR NON-ELECTIVE

   By Guest Teddi, May 9, 2007
   • 2 replies
   • 1.2k views
   • 
   • Tom Poje
   • May 9, 2007

10. 401k plan establishment

    By Guest sb42, April 26, 2010
    • 3 replies
    • 1.2k views
    • 
    • J Simmons
    • April 27, 2010

11. Consulting Firm Question

    By jstorch, June 16, 2008
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • June 16, 2008

12. officer determination in partnership

    By wsp, May 15, 2007
    • 1 reply
    • 1.2k views
    • 
    • Kimberly S
    • May 15, 2007

13. Looking for advice- 401(k) plan with several employees having post-tax balance...

    By Guest jhilliard, May 6, 2004
    • 8 replies
    • 1.2k views
    • 
    • Harwood
    • May 7, 2004

14. Deferrals on Bonus

    By khn, September 20, 2013
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • September 20, 2013

15. Involuntary Cash-Outs

    By Guest Chaffee, September 8, 2004
    • 1 reply
    • 1.2k views
    • 
    • Brian Gallagher
    • September 8, 2004

16. Eligibility for 3% safe harbor

    By pmacduff, January 17, 2003
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • January 17, 2003

17. Prior Yr ADP with change in Sponsor

    By TPATC, February 28, 2015   

    • 401k
    • adp
    • (and 1 more)

      Tagged with:

      • 401k
      • adp
      • change in plan sponsor
    • 0 replies
    • 1.2k views
    • 
    • TPATC
    • February 28, 2015

18. 401(k) Availability for State and Local Governments

    By Guest Joel Lee, March 3, 2004
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • March 4, 2004

19. Possible to be HCE and NHCE in same year?

    By gregburst, August 14, 2012
    • 2 replies
    • 1.2k views
    • 
    • gregburst
    • August 15, 2012

20. 401(k) Match Contribution Question

    By Guest tgraham, January 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 13, 2004

21. Order of Deferral and Contribution

    By Guest Lawrenceg, January 19, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 19, 2007

22. Terminated employee with remaining vacation days

    By Guest Giovanni, September 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 8, 2005

23. 401K Contributions

    By Guest elizabeth clark, June 20, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 20, 2002

24. Excess Deferral?

    By No Name, March 31, 2005
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • March 31, 2005

25. Delinquent Contributions caused by payroll company

    By TPApril, December 5, 2024
    • 5 replies
    • 1.2k views
    • 
    • ERISALawyr
    • December 10, 2024

26. Force out limit not followed properly - retroactive amendment?

    By WCC, August 26, 2021
    • 5 replies
    • 1.2k views
    • 
    • WCC
    • August 27, 2021

27. ADP Question

    By billfgrady, March 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 2, 2004

28. Deferral question

    By Guest ebs24502, September 1, 2006
    • 2 replies
    • 1.2k views
    • 
    • namealreadyinuse
    • September 1, 2006

29. EGTRRA - contributions to K-plans

    By JanetM, September 26, 2001
    • 0 replies
    • 1.2k views
    • 
    • JanetM
    • September 26, 2001

30. Plan imposed limits on elective deferrals

    By Guest ActuaryWannabe, April 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • April 28, 2004

31. Determination Of Control Group

    By Lori H, March 31, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 31, 2003

32. Negative Election/Automatic EnrollmentTime Sensitive Question

    By Guest mmc, April 28, 2005
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • April 29, 2005

33. Required Minimim Distributions for 2008

    By Alex Daisy, December 24, 2008
    • 1 reply
    • 1.2k views
    • 
    • MSN
    • December 24, 2008

34. Safe Harbor "maybe" - when plan language is currently silent

    By Belgarath, November 14, 2013
    • 4 replies
    • 1.2k views
    • 
    • Kevin C
    • November 14, 2013

35. Carve out base on hours

    By Guest Benny Guy, March 30, 2012
    • 7 replies
    • 1.2k views
    • 
    • masteff
    • March 30, 2012

36. Controlled Group

    By Guest Mike Schwing, April 30, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 30, 2008

37. Deductibility of Elective Deferrals

    By mming, December 7, 2011
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • December 7, 2011

38. Plan Eligibility

    By Nassau, May 22, 2013
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 23, 2013

39. Catch Up Contributions & 416

    By Guest pensionpete, July 7, 2005
    • 1 reply
    • 1.2k views
    • 
    • buckaroo
    • July 7, 2005

40. Gateway Minimum

    By LMD1, November 17, 2014
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • November 17, 2014

41. EFAST status check

    By PainPA, August 5, 2010
    • 0 replies
    • 1.2k views
    • 
    • PainPA
    • August 5, 2010

42. Replacing one 401(k) plan with another

    By Santo Gold, October 8, 2004
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • October 11, 2004

43. ROTH 401K

    By Guest lmccormick, July 18, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 18, 2005

44. Safe Harbor match with additional discretionary match

    By John Feldt ERPA CPC QPA, August 9, 2011
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 10, 2011

45. Need cite for the rule that service earned while a member of an ineligible class not excluded.

    By R. Butler, February 25, 2004
    • 1 reply
    • 1.2k views
    • 
    • Harwood
    • February 25, 2004

46. Continuance of deferrals after sale of employer

    By Guest philc, June 28, 2005
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • June 28, 2005

47. MRD FOR DECEASED PARTICIPANTS IN A 401(K) PLAN.

    By Guest gerald3, August 22, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 22, 2005

48. Match Eligibility

    By Lori Foresz, September 27, 2004
    • 0 replies
    • 1.2k views
    • 
    • Lori Foresz
    • September 27, 2004

49. Passive (Automatic) Enrollment

    By k man, April 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • k man
    • April 26, 2005

50. Hardship for Health Insurance Premiums

    By austin3515, November 30, 2015
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • December 1, 2015