401(k) Plans

19,337 topics in this forum

1. HCEs & ADP

   By pmacduff, January 8, 2008
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • January 9, 2008

2. Timing of Forfeiture of related match on ADP corrective conts.

   By buckaroo, December 11, 2008
   • 2 replies
   • 3.7k views
   • 
   • buckaroo
   • December 16, 2008

3. ASPPA DC-3 TEXT BOOK WANTED

   By Guest WILDPIG, August 5, 2010
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • August 6, 2010

4. Employer Contributions - Timing of Deposit

   By Guest Stacey Potts, March 1, 2011
   • 2 replies
   • 1.6k views
   • 
   • austin3515
   • March 2, 2011

5. Uncashed Checks for a Bankrupt Recordkeeper

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

6. QACA Safe Harbor Match

   By Effen, May 13, 2011
   • 2 replies
   • 2.6k views
   • 
   • Effen
   • May 14, 2011

7. Amending Profit Sharing Allocation Method

   By emmetttrudy, August 17, 2012
   • 2 replies
   • 1.5k views
   • 
   • Bird
   • August 18, 2012

8. Top heavy test / related employer

   By Guest JB2, February 5, 1999
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • September 18, 2002

9. QNEC, Already contributed $20,500 limit to 401K; Turned 50 years old in March 2022, will QNEC count towards Catch-Up Limit?

   By Rita, August 24, 2022
   • 2 replies
   • 632 views
   • 
   • Rita
   • August 24, 2022

10. Financial hardship exists (safe harbor definition) even if participant

    By Guest hank, June 28, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • July 22, 2002

11. HCE Status Determination in First Plan Year

    By Guest Anjele Bonie, January 17, 2001
    • 2 replies
    • 3k views
    • 
    • Guest
    • January 18, 2001

12. IRA rollover to 401(k) Plan

    By Guest Mike Schwing, June 13, 2003
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • June 16, 2003

13. Controlled group and key employee

    By Guest moosegirl, July 9, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 12, 2004

14. Non-English Requirements

    By Guest Astro, January 22, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2007

15. Reducing 401 (k) Deferral Limit Mid-Year

    By 12AX7, April 9, 2009
    • 2 replies
    • 1.4k views
    • 
    • 12AX7
    • April 9, 2009

16. Amendment to change definition of compensation

    By 12AX7, July 25, 2011
    • 2 replies
    • 1.6k views
    • 
    • 12AX7
    • July 25, 2011

17. Withdrawals vss. distributions

    By Jim Chad, May 22, 2012
    • 2 replies
    • 976 views
    • 
    • masteff
    • May 22, 2012

18. 401k Interim Valuation

    By Ballangen, March 27, 2020   

    • 401k
    • interim
    • (and 1 more)

      Tagged with:

      • 401k
      • interim
      • valuation
    • 2 replies
    • 704 views
    • 
    • JackS
    • March 30, 2020

19. Eligible to Ineligible Category During Year - Safe Harbor

    By EBECatty, December 18, 2020
    • 2 replies
    • 826 views
    • 
    • EBECatty
    • December 18, 2020

20. k/m testing union + nonunion employees

    By LCARUSI, September 15, 1998
    • 2 replies
    • 6.7k views
    • 
    • david shipp
    • September 15, 1998

21. ReHired account balance

    By 401Karina, December 30, 2022
    • 2 replies
    • 773 views
    • 
    • Bri
    • January 3, 2023

22. Auto-enrollment grandfathering

    By Belgarath, September 25, 2023
    • 2 replies
    • 461 views
    • 
    • Belgarath
    • September 25, 2023

23. Uncooperative bundled provider

    By Guest mo again, September 15, 2000
    • 2 replies
    • 1.6k views
    • 
    • rcline46
    • September 17, 2000

24. Impact of EGTRRA

    By Guest johnk4, August 17, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2001

25. Annual vs. Pay Period calculation of match

    By austin3515, October 21, 2002
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • October 21, 2002

26. Identifying Highly Compensated Employees in initial plan year

    By billfgrady, June 17, 2004
    • 2 replies
    • 1.3k views
    • 
    • billfgrady
    • June 18, 2004

27. 401(k) Safe Harbor Plan

    By Guest msjudees, August 24, 2004
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • August 25, 2004

28. Stopping the Safe Harbor Match

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

29. Plan Documents

    By Guest wmpension, December 13, 2005
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • December 14, 2005

30. Overpayment of Safe Harbor Match

    By ERISA1, March 6, 2006
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • March 9, 2006

31. ACP test

    By Guest dstran, March 31, 2006
    • 2 replies
    • 1.4k views
    • 
    • Archimage
    • March 31, 2006

32. Severance From Employment Question

    By Guest Grumpy456, January 22, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 22, 2007

33. 401(k) Deferral Deposit Deadline - Self-Employed Individuals

    By Guest notapensiongeek, April 4, 2007
    • 2 replies
    • 2.4k views
    • 
    • Tom Poje
    • April 5, 2007

34. Hardship Withdrawal

    By J2D2, August 1, 2008
    • 2 replies
    • 6.2k views
    • 
    • masteff
    • August 1, 2008

35. Determination Letter Question

    By Guest ohioattorney, August 4, 2009
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 4, 2009

36. Definition of Comp failed

    By 30Rock, December 29, 2010
    • 2 replies
    • 1.5k views
    • 
    • 30Rock
    • December 29, 2010

37. General Test

    By justatester, September 28, 2012
    • 2 replies
    • 1.4k views
    • 
    • justatester
    • September 28, 2012

38. Match Calculated Incorrectly

    By Guest Frank Jackson, September 14, 1998
    • 2 replies
    • 4.6k views
    • 
    • LCARUSI
    • September 16, 1998

39. Seasonal Employees

    By Guest FoolsGold, November 16, 1999
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • November 19, 1999

40. ADP/ACP Mutliple Use correction

    By Guest GS1100, February 27, 2002
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • February 27, 2002

41. Egtrra

    By Archimage, June 20, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • June 20, 2002

42. Company Sells Division Part of 401k Plan

    By Guest ROB VIDOVICH, June 13, 2003
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • June 13, 2003

43. How much notice must be given to plan participants when changing match or profit sharing allocation?

    By Guest jhilliard, November 11, 2003
    • 2 replies
    • 1.1k views
    • 
    • WDIK
    • November 11, 2003

44. 2004 Section 401(a)17 Limit Compensation Limit is..?

    By Guest tgraham, August 24, 2004
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 25, 2004

45. Automatic Rollover for new plans

    By Guest Midas, April 20, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 20, 2005

46. Roth Contributions and Failed ADP test

    By blue, February 12, 2008
    • 2 replies
    • 1.9k views
    • 
    • austin3515
    • February 12, 2008

47. Getting Ex-Husbands 401K part of divorce

    By Guest Natasha S, August 4, 2009
    • 2 replies
    • 1.4k views
    • 
    • jkdoll2
    • August 4, 2009

48. Startup 401(k) Plan

    By Guest Theresa Irvin, June 21, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 21, 2011

49. First pay-DATE after Plan Entry

    By austin3515, October 1, 2016
    • 2 replies
    • 958 views
    • 
    • austin3515
    • October 2, 2016

50. Mid-Year Open MEP Conversion - 5500 Filings

    By The 402"(G)", March 10, 2017   

    • 5500
    • mep
    • (and 4 more)

      Tagged with:

      • 5500
      • mep
      • multiple
      • employer
      • plan
      • multiple employer plan
    • 2 replies
    • 925 views
    • 
    • The 402"(G)"
    • March 14, 2017