401(k) Plans

19,337 topics in this forum

1. Corp. Tax Deadline

   By Guest CCarter, January 8, 2003
   • 2 replies
   • 1.4k views
   • 
   • Archimage
   • January 9, 2003

2. Capital Accumulation Plan

   By Guest AlyssaC, May 4, 2007
   • 2 replies
   • 3k views
   • 
   • JanetM
   • May 7, 2007

3. One company, two plans

   By Guest Iwonder, April 10, 2008
   • 2 replies
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • April 10, 2008

4. 401 k plan account insured?

   By Guest Dan Shea, September 30, 2008
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • September 30, 2008

5. Rollover from traditional IRA to 401(k) plan

   By Guest TaxedToDeath, October 3, 2011
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • October 3, 2011

6. Controlled Group-one entity matches other does not -Comp used question

   By DLMRetire, December 6, 2013
   • 2 replies
   • 1.3k views
   • 
   • DLMRetire
   • December 8, 2013

7. Determination Letter Fees?

   By ML68, August 21, 2018
   • 2 replies
   • 530 views
   • 
   • ML68
   • August 22, 2018

8. Catch ups, 415, and Off Calendar

   By Gilmore, December 18, 2019
   • 2 replies
   • 1.1k views
   • 
   • Gilmore
   • December 19, 2019

9. 415 allocation Issues

   By VeryOldMan, February 14, 2020   

   • 415 allocation
   • 2 replies
   • 615 views
   • 
   • VeryOldMan
   • February 14, 2020

10. ADP/ACP Test Improved By Corrected Data

    By Below Ground, September 2, 2020   

    • corrective distributions
    • data revisions
    • 2 replies
    • 663 views
    • 
    • Below Ground
    • September 3, 2020

11. Lost Employers

    By Guest KathyS, October 4, 1998
    • 2 replies
    • 4.4k views
    • 
    • Guest
    • October 5, 1998

12. New catch-up rules

    By Jakyasar, November 27, 2024
    • 2 replies
    • 496 views
    • 
    • Jakyasar
    • November 27, 2024

13. Excess Contributions

    By Guest Joe Vasko, January 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • Disco Stu
    • January 27, 2003

14. Paying Withholding....

    By K-t-F, May 25, 2004
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • May 25, 2004

15. Short plan year entry

    By Guest jefe96, March 9, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2005

16. Gateway ? for various dc scenarios

    By abanky, March 14, 2007
    • 2 replies
    • 1.6k views
    • 
    • abanky
    • March 14, 2007

17. 401k Safe Harbor Compensation Definition

    By Guest Betsy Oakey, February 13, 2008
    • 2 replies
    • 1.3k views
    • 
    • Kimberly S
    • February 13, 2008

18. Otherwise Excludable Employees Testing Compensation

    By Guest kdddk14, January 26, 2010
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • January 27, 2010

19. Rule of Parity in 401k plans

    By austin3515, February 3, 2011
    • 2 replies
    • 8.2k views
    • 
    • Tom Poje
    • February 3, 2011

20. ADP test

    By Belgarath, May 24, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • May 24, 2012

21. MPP vs 403(b)

    By justatester, October 1, 2012
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 2, 2012

22. earned income calculation

    By Chippy, March 19, 2014
    • 2 replies
    • 898 views
    • 
    • PensionPro
    • March 19, 2014

23. Management Group

    By austin3515, October 4, 2014
    • 2 replies
    • 1.2k views
    • 
    • J Simmons
    • October 4, 2014

24. Safe Harbor 401(k) - does the 3% non-elective fully vested contributio

    By Guest AngelQ, December 1, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 2, 1999

25. Correction of excess deferrals and match

    By Scott, July 12, 2002
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • July 12, 2002

26. Compensation

    By Guest kgsingletary, April 17, 2003
    • 2 replies
    • 3.9k views
    • 
    • AmyR
    • December 9, 2009

27. ADP correction using catch up provision

    By Guest nps, May 8, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 9, 2003

28. EGTRRA Amendment Effective Date

    By Guest ELS, June 18, 2004
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 21, 2004

29. Coverage Testing - adding terminees to get the test to pass

    By Guest crosseyetester, May 5, 2007
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • May 7, 2007

30. 401k plan recordkeeping, etc.

    By Gary, July 6, 2007
    • 2 replies
    • 2.4k views
    • 
    • austin3515
    • July 8, 2007

31. Excess Contributions - Roth with Loss

    By Lou S., February 5, 2009
    • 2 replies
    • 1.5k views
    • 
    • K2retire
    • February 5, 2009

32. Affiliated Service Group/Controlled Group

    By Randy Watson, February 23, 2010
    • 2 replies
    • 1.2k views
    • 
    • justatester
    • February 24, 2010

33. Bonus Out PS Forfeitures to Terminated Participant

    By EBECatty, August 9, 2021
    • 2 replies
    • 772 views
    • 
    • EBECatty
    • August 9, 2021

34. Black out notice returned

    By Lou81, March 28, 2024
    • 2 replies
    • 576 views
    • 
    • Lou81
    • April 1, 2024

35. Can a money purchase plan be amended after the end of the plan year to

    By Guest Clain, September 19, 2000
    • 2 replies
    • 1.5k views
    • 
    • Kristina
    • September 19, 2000

36. 401(k)'s, 403(b)'s, 457's and money purchase pension plans.

    By Guest, November 13, 2000
    • 2 replies
    • 2.2k views
    • 
    • Jon Chambers
    • November 14, 2000

37. contributions considered in top-heavy minimum calculation

    By Guest EBC, May 23, 2001
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • May 24, 2001

38. business day

    By austin3515, December 2, 2002
    • 2 replies
    • 1.4k views
    • 
    • maverick
    • December 2, 2002

39. Minimum Hardship Amount

    By Guest Julie, April 28, 2004
    • 2 replies
    • 1.4k views
    • 
    • RTK
    • April 28, 2004

40. Partners in a 401(k) Plan

    By Alex Daisy, January 10, 2008
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 11, 2008

41. Employer Deposit Deadline Change?

    By Guest CSTS, August 6, 2009
    • 2 replies
    • 1.1k views
    • 
    • jkdoll2
    • August 10, 2009

42. Control Group and Plan Termination

    By Guest fidelityrose, January 26, 2010
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • February 4, 2010

43. Paperless?

    By austin3515, March 28, 2011
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • March 29, 2011

44. New 5310-A required?

    By bblaw, September 10, 2019
    • 2 replies
    • 1.9k views
    • 
    • ERISA guy
    • September 28, 2022

45. 404 Deduction

    By steve45, December 1, 2021   

    • 404
    • contribution
    • 2 replies
    • 550 views
    • 
    • steve45
    • December 2, 2021

46. More IRC 404 deductibility questions

    By Guest JL, March 7, 2000
    • 2 replies
    • 1.9k views
    • 
    • davef
    • March 8, 2000

47. Compensation Issue

    By 52626, May 24, 2024
    • 2 replies
    • 951 views
    • 
    • Luke Bailey
    • May 29, 2024

48. do deferrals refunded due to zero net s/e comp trigger TH minimum?

    By AlbanyConsultant, October 2, 2024
    • 2 replies
    • 529 views
    • 
    • Gina Alsdorf
    • October 2, 2024

49. Whether a minor can participate?

    By Guest LLandau, February 18, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 18, 2002

50. One big plan with many divisions now has to have one of the divisions separated into its own plan. Need help.

    By Guest DIGMYDOG, October 22, 2003
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • October 28, 2003