401(k) Plans

19,275 topics in this forum

1. Prior Year ADP testing - No eligible NHCEs in prior year

   By Guest Gary Rouse, October 9, 2004
   • 12 replies
   • 4.1k views
   • 
   • Tom Poje
   • October 12, 2004

2. Prior Year ADP testing and plan imposed 15% limit exceeded by NHCE

   By Guest crosseyedtester, March 4, 2003
   • 5 replies
   • 1.2k views
   • 
   • Mike Preston
   • March 7, 2003

3. Prior Year ADP Testing for New Plan

   By Guest kgsingletary, July 16, 2002
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • July 16, 2002

4. Prior Year Method and adding a new Match Contribution

   By Guest andmik, January 28, 2004
   • 5 replies
   • 1.6k views
   • 
   • g8r
   • January 29, 2004

5. Prior Year Method First Plan Year

   By Dougsbpc, April 2, 2008
   • 3 replies
   • 1.9k views
   • 
   • rcline46
   • April 2, 2008

6. Prior Year method, first only has HCEs

   By John Feldt ERPA CPC QPA, February 28, 2007
   • 17 replies
   • 3.7k views
   • 
   • Archimage
   • March 8, 2007

7. Prior Year Term and Profit Sharing Contribution

   By 401kQ's, August 1, 2018
   • 8 replies
   • 1.7k views
   • 
   • 401kQ's
   • August 2, 2018

8. prior year terminated participants

   By Chippy, July 16, 2010
   • 4 replies
   • 1.4k views
   • 
   • Tom Poje
   • July 16, 2010

9. Prior Year Testing

   By Guest mmc, March 10, 2011
   • 3 replies
   • 1.5k views
   • 
   • rcline46
   • March 10, 2011

10. Prior Year Testing

    By CLE401kGuy, November 7, 2014
    • 1 reply
    • 840 views
    • 
    • Tom Poje
    • November 10, 2014

11. prior year testing

    By Guest good2brich, March 4, 2004
    • 11 replies
    • 2.2k views
    • 
    • jquazza
    • March 4, 2004

12. Prior Year testing - no match contributed in prior year

    By cpc0506, August 23, 2018
    • 5 replies
    • 1.4k views
    • 
    • Brenda Wren
    • September 6, 2018

13. Prior Year Testing / Permissive Disaggregation

    By fiona1, February 13, 2004
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • February 25, 2004

14. Prior year testing & no match in prior year...

    By Guest AlCal, February 11, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 11, 2002

15. prior year testing ADP

    By pmacduff, November 3, 2015
    • 2 replies
    • 610 views
    • 
    • pmacduff
    • November 3, 2015

16. Prior Year Testing and Change in Comp provisions

    By Guest Cinco, March 29, 2006
    • 3 replies
    • 2.5k views
    • 
    • Tom Poje
    • April 6, 2006

17. Prior Year testing and change in testing definition of compensation

    By Richard Anderson, May 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • Richard Anderson
    • May 21, 2004

18. Prior Year Testing and Compensaiton Def. Change

    By buckaroo, March 19, 2008
    • 9 replies
    • 1.9k views
    • 
    • ak2ary
    • March 25, 2008

19. Prior year testing and missed employee

    By cpc0506, November 12, 2015
    • 0 replies
    • 870 views
    • 
    • cpc0506
    • November 12, 2015

20. Prior Year Testing and QMAC's

    By Guest Robin Vatalaro, October 4, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 4, 2002

21. Prior year testing and QNEC

    By rcline46, August 26, 2010
    • 4 replies
    • 2.4k views
    • 
    • MWeddell
    • August 27, 2010

22. Prior year testing and top paid group election

    By dmb, January 13, 2004
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • January 13, 2004

23. Prior year testing for 1st Year 401(k) Plan

    By Guest AdminFL, March 12, 2002
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • March 12, 2002

24. Prior year testing for the '99 year.

    By pbarrett, March 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • LCARUSI
    • March 6, 2000

25. Prior Year Testing if Amendments Made

    By austin3515, March 8, 2019
    • 2 replies
    • 402 views
    • 
    • austin3515
    • March 8, 2019

26. Prior Year Testing Method

    By TH 401k, March 4
    • 7 replies
    • 1k views
    • 
    • C. B. Zeller
    • March 5

27. Prior Year Testing Method / No Prior Year test done

    By fiona1, March 11, 2004
    • 1 reply
    • 1k views
    • 
    • R. Butler
    • March 11, 2004

28. Prior year testing method per document, would like to amend to current year...

    By Guest jhilliard, July 19, 2004
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • July 19, 2004

29. Prior year testing method/ADP/former employees

    By billfgrady, January 22, 2003
    • 2 replies
    • 2.3k views
    • 
    • billfgrady
    • January 23, 2003

30. Prior year testing Question

    By PaulL, February 3, 2023
    • 4 replies
    • 845 views
    • 
    • Bri
    • February 6, 2023

31. Prior year testing questions

    By BG5150, February 28, 2012
    • 1 reply
    • 991 views
    • 
    • ETA Consulting LLC
    • February 28, 2012

32. Prior year testing with no prior year NHCEs

    By Bird, January 18, 2011
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • January 18, 2011

33. prior year testing-no match made in prior year

    By cpc0506, September 20, 2017
    • 13 replies
    • 3k views
    • 
    • BG5150
    • March 6, 2018

34. Prior Year vs. Current Year Testing Method

    By Pension Nerd, February 11, 2016
    • 7 replies
    • 5k views
    • 
    • imchipbrown
    • February 13, 2016

35. Prior Year/Current Year Testing

    By Gilmore, February 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gilmore
    • February 28, 2003

36. 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

37. Prior-employer compensation in DC plan?

    By Guest Carol L, October 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 8, 2002

38. Privacy and safety re: 401k Loan

    By interestedparty, August 27, 2015   

    • privacy and expediency
    • 16 replies
    • 3.3k views
    • 
    • BigMitch
    • July 10, 2019

39. Private Letter Rulings

    By austin3515, September 20, 2004
    • 1 reply
    • 1k views
    • 
    • GBurns
    • September 21, 2004

40. Private Placement in 401(k) Plan

    By Jim Chad, September 13, 2012
    • 5 replies
    • 2.4k views
    • 
    • K2retire
    • September 14, 2012

41. Private Revenue Rulings-Roth Recharacterizations

    By Guest rahn46, October 4, 2001
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • October 4, 2001

42. Private Search Fees deducted from participant account?

    By Dennis Povloski, July 12, 2011
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • July 13, 2011

43. Privately held company stock as a match?

    By Guest Kendall, March 21, 2000
    • 5 replies
    • 3.3k views
    • 
    • k man
    • March 22, 2000

44. Pro Rata ER Match after Plan Year End

    By Guest AJM 34, October 12, 2007
    • 4 replies
    • 2k views
    • 
    • Bill Presson
    • October 12, 2007

45. Pro Rata QNEC and Bottom Up QNEC

    By austin3515, January 9, 2013
    • 6 replies
    • 3.7k views
    • 
    • MoShawn
    • January 11, 2013

46. pro rated limits for joining a MEP mid year?

    By AlbanyConsultant, May 18, 2023
    • 0 replies
    • 412 views
    • 
    • AlbanyConsultant
    • May 18, 2023

47. Pro-Rata Allocation and Gateway Test

    By emmetttrudy, January 30, 2013
    • 32 replies
    • 9.7k views
    • 
    • chc93
    • February 4, 2013

48. Pro-rate any limits for Short Plan Year?

    By Richard Anderson, March 1, 2005
    • 2 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2005

49. Pro-Rated Profit Sharing Contribution

    By Benefits Vet, January 13, 2020
    • 2 replies
    • 661 views
    • 
    • Benefits Vet
    • January 13, 2020

50. Pro-rated service requirement short plan year.

    By R. Butler, July 10, 2019
    • 2 replies
    • 693 views
    • 
    • Tom Poje
    • July 11, 2019