401(k) Plans

19,321 topics in this forum

1. Excess Contributions

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

2. Paying Withholding....

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

3. Short plan year entry

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

4. Gateway ? for various dc scenarios

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

5. 401k Safe Harbor Compensation Definition

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

6. Otherwise Excludable Employees Testing Compensation

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

7. Rule of Parity in 401k plans

   By austin3515, February 3, 2011
   • 2 replies
   • 8.1k views
   • 
   • Tom Poje
   • February 3, 2011

8. ADP test

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

9. MPP vs 403(b)

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

10. earned income calculation

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

11. Management Group

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

12. 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

13. Correction of excess deferrals and match

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

14. Compensation

    By Guest kgsingletary, April 17, 2003
    • 2 replies
    • 3.8k views
    • 
    • AmyR
    • December 9, 2009

15. ADP correction using catch up provision

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

16. EGTRRA Amendment Effective Date

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

17. 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

18. 401k plan recordkeeping, etc.

    By Gary, July 6, 2007
    • 2 replies
    • 2.3k views
    • 
    • austin3515
    • July 8, 2007

19. Excess Contributions - Roth with Loss

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

20. Affiliated Service Group/Controlled Group

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

21. Bonus Out PS Forfeitures to Terminated Participant

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

22. Black out notice returned

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

23. 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
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    • Kristina
    • September 19, 2000

24. 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

25. contributions considered in top-heavy minimum calculation

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

26. business day

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

27. Minimum Hardship Amount

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

28. Partners in a 401(k) Plan

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

29. Employer Deposit Deadline Change?

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

30. Control Group and Plan Termination

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

31. Paperless?

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

32. New 5310-A required?

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

33. 404 Deduction

    By steve45, December 1, 2021   

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

34. More IRC 404 deductibility questions

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

35. Compensation Issue

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

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

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

37. Whether a minor can participate?

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

38. 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

39. Profit Sharing Contributions for self employed

    By Guest chris4013, August 3, 2004
    • 2 replies
    • 1.1k views
    • 
    • R. Butler
    • August 3, 2004

40. HCE, SH & waiving out

    By Guest DazedAndConfused, January 17, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 17, 2006

41. Change of the Timing of Distributions

    By John Feldt ERPA CPC QPA, March 9, 2006
    • 2 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 9, 2006

42. Benefits National Company Document

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

43. Looks Like Top Heavy Is Not An Issue, But....

    By mming, June 6, 2007
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • June 6, 2007

44. 8a of the 5300

    By fiona1, January 26, 2010
    • 2 replies
    • 899 views
    • 
    • Guest
    • January 27, 2010

45. Integrated with TWB

    By ratherbereading, May 11, 2020
    • 2 replies
    • 722 views
    • 
    • ratherbereading
    • May 11, 2020

46. 410(b) during spin off year

    By Guest robin s vatalaro, October 8, 1998
    • 2 replies
    • 4.1k views
    • 
    • Ervin Barham
    • October 8, 1998

47. Loan Reporting on Form 5500 (Receivables)

    By metsfan026, June 21, 2022
    • 2 replies
    • 915 views
    • 
    • metsfan026
    • June 21, 2022

48. Match contribution as a mistake of fact

    By Jean, February 24, 1999
    • 2 replies
    • 2.1k views
    • 
    • Jean
    • March 1, 1999

49. Safe Harbor Allocation

    By Guest KarenLS, December 1, 1999
    • 2 replies
    • 1.7k views
    • 
    • MWeddell
    • December 3, 1999

50. Are salary deferrals deposited late?

    By Guest rhp, May 24, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 28, 2001