401(k) Plans

19,321 topics in this forum

1. Passive (Automatic) Enrollment

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

2. Management Co./control group/coverage

   By Guest LLandau, July 3, 2002
   • 2 replies
   • 1.2k views
   • 
   • mbozek
   • July 8, 2002

3. Catch Up Contributions & 416

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

4. MEP, adopting employer and 408b2 requirement

   By WCC, August 8, 2018
   • 4 replies
   • 1.2k views
   • 
   • justanotheradmin
   • August 9, 2018

5. Safe Harbor and Multiple employers

   By Guest cbcadmin, January 10, 2002
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • January 10, 2002

6. First year comp for ADP testing

   By dmb, November 11, 2003
   • 2 replies
   • 1.2k views
   • 
   • dmb
   • November 11, 2003

7. Benefits National Company Document

   By rcline46, October 31, 2006
   • 2 replies
   • 1.2k views
   • 
   • rcline46
   • October 31, 2006

8. VFCP

   By gregburst, December 4, 2010
   • 1 reply
   • 1.2k views
   • 
   • Bird
   • December 4, 2010

9. Late contributions for some participants

   By Guest tonjer, May 9, 2003
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • May 15, 2003

10. I know you can offer an enhanced Safe Harbor Match...

    By Lori H, November 20, 2012
    • 5 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 21, 2012

11. 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

12. Vest Top Heavy Contribution Separately from Profit Sharing Contribution?

    By JWRB, June 7, 2017
    • 5 replies
    • 1.2k views
    • 
    • JWRB
    • June 12, 2017

13. 401(k) deposit different than W-2

    By Guest EPS2, March 13, 2009
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • March 13, 2009

14. Ineligible employee deferred in 2005

    By Jim Chad, September 1, 2006
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 13, 2006

15. USERRA

    By Nassau, May 29, 2013   

    • Profit Sharing Contributions
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • May 29, 2013

16. Quarterly Statements

    By abanky, June 4, 2007
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • June 5, 2007

17. Determination Of Control Group

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

18. penalty tax on late distribution for failed test.

    By Tom Poje, April 12, 2012
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • April 12, 2012

19. Adding QDIA to Plan

    By Chippy, June 7, 2016
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • June 8, 2016

20. 5500 for MEPs

    By 30Rock, September 2, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • September 2, 2011

21. Control group question

    By Guest jhilliard, August 5, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2004

22. ROTH 401K

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

23. after-tax contributions

    By Santo Gold, September 15, 2006
    • 0 replies
    • 1.2k views
    • 
    • Santo Gold
    • September 15, 2006

24. Failed ADP test with de minimus match forfeiture

    By bevfair, February 14, 2012
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 14, 2012

25. Correction for Deferrals not Deducted

    By Guest cke66edy, February 17, 2011
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • February 17, 2011

26. Pilgrim Baxter Funds- Return of Capital

    By Guest Rachelw, November 15, 2007
    • 1 reply
    • 1.2k views
    • 
    • Sully
    • November 16, 2007

27. Failure to process plan enrollment form

    By Guest ncterp, July 27, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 27, 2006

28. Senior moment

    By thepensionmaven, April 20, 2015
    • 6 replies
    • 1.2k views
    • 
    • Tom Poje
    • May 4, 2015

29. Safe Harbor Match - changing compensation definition

    By Belgarath, June 21, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • June 21, 2012

30. Designation of Beneficiary

    By Lori H, June 9, 2014
    • 5 replies
    • 1.2k views
    • 
    • My 2 cents
    • June 10, 2014

31. 401(k) limit

    By Guest notapensiongeek, September 22, 2008
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • September 23, 2008

32. How do EE's file for the Pension Plan Start up costs tax credit?

    By Guest Michael Anderson, December 11, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 14, 2002

33. Calculation of income on excess contributions resulting from failed ADP test

    By Guest ChopperPilot, March 4, 2005
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • March 5, 2005

34. Employer (not the plan) pays the life insurance premiums

    By jkharvey, September 1, 2009
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • September 1, 2009

35. Employer’s Combined Marginal Tax Rate -What does this mean

    By Alex Daisy, October 8, 2014
    • 8 replies
    • 1.2k views
    • 
    • Bird
    • October 13, 2014

36. When are Sole Prop's 401(k) Deferrals due?

    By CJS07, October 7, 2011
    • 4 replies
    • 1.2k views
    • 
    • mbozek
    • October 8, 2011

37. beneficiary designation form

    By ERISA25, May 24, 2010
    • 0 replies
    • 1.2k views
    • 
    • ERISA25
    • May 24, 2010

38. Distribution Prior to a Plan restating to egtrra

    By Guest jkrad, June 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 3, 2003

39. 409a payments

    By Mike318, October 22, 2018
    • 4 replies
    • 1.2k views
    • 
    • Luke Bailey
    • October 23, 2018

40. New 401(k) Plan for Old Plan after asset transfer

    By cohendrake, July 12, 2017   

    • termination
    • 8 replies
    • 1.2k views
    • 
    • ESOP Guy
    • July 17, 2017

41. Overpayment due to ADP Excess Failure

    By PMC, February 11, 2009
    • 0 replies
    • 1.2k views
    • 
    • PMC
    • February 11, 2009

42. Participant Loans

    By Jilliandiz, October 31, 2005
    • 0 replies
    • 1.2k views
    • 
    • Jilliandiz
    • October 31, 2005

43. Employer Stock Diversification Notice

    By Guest ak, December 11, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 11, 2006

44. Discontinue paying advisory fees for terminated participants

    By Anonymoose, October 8, 2013
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • October 9, 2013

45. FAS 157

    By Guest CRM, June 2, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 2, 2009

46. Does worker on "Layoff" enter plan?

    By Guest Dash02, December 9, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 9, 2005

47. ADP Testing

    By Guest ladybug61, March 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 10, 2003

48. Trust Statement Due Date

    By Guest koo, February 19, 2010
    • 4 replies
    • 1.2k views
    • 
    • Peter Gulia
    • February 20, 2010

49. Allocation of Forfeiture (415 Deadline)

    By 12AX7, September 3, 2013
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • September 4, 2013

50. In Service Distributions from 401k

    By Guest Noidy, December 2, 2002
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • December 2, 2002