401(k) Plans

19,275 topics in this forum

1. 2009 RMD's and Union Plans

   By austin3515, December 4, 2009
   • 1 reply
   • 1.1k views
   • 
   • masteff
   • December 4, 2009

2. Partners and ADP/ACP Testing

   By DTH, February 26, 2008
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • February 27, 2008

3. Coverage Test

   By Guest 401kbee, April 24, 2009
   • 2 replies
   • 1.1k views
   • 
   • buckaroo
   • April 28, 2009

4. Merger Question

   By khn, May 23
   • 3 replies
   • 1.1k views
   • 
   • Ilene Ferenczy
   • May 27

5. SIMPLE IRA & 401(k)

   By Guest mk2308, May 9, 2005
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • May 9, 2005

6. First yr of Plan

   By Guest JDK, February 10, 2007
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • February 12, 2007

7. ADP Test and Catchup contributions in off cal year

   By Guest jetfaninmn, January 9, 2006
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • January 9, 2006

8. $200,000 compensation limit

   By nancy, February 3, 2003
   • 0 replies
   • 1.1k views
   • 
   • nancy
   • February 3, 2003

9. PS to 401(k) Safe Harbor-Mid Year Question

   By BTH, February 25, 2009
   • 3 replies
   • 1.1k views
   • 
   • BG5150
   • February 26, 2009

10. Another life insurance question

    By Guest Robertd, August 21, 2012
    • 6 replies
    • 1.1k views
    • 
    • K2retire
    • August 22, 2012

11. 401k merged into ADP MEP, back to 401k

    By Sixers, January 31, 2019   

    • mep
    • spinoff
    • 4 replies
    • 1.1k views
    • 
    • hr for me
    • February 3, 2019

12. Contribution Payment Method Requirements

    By Guest cdplambeck, August 27, 2004
    • 2 replies
    • 1.1k views
    • 
    • TBob
    • August 27, 2004

13. one or two ADP tests

    By Tom Poje, December 4, 2014
    • 3 replies
    • 1.1k views
    • 
    • BW
    • December 4, 2014

14. When does the employee become a participant/

    By Guest Tammy2006, February 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • February 26, 2007

15. Catchup in TH Plan

    By ombskid, March 21, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 21, 2007

16. ADP Testing

    By PFranckowiak, November 18, 2019
    • 4 replies
    • 1.1k views
    • 
    • ugueth
    • November 21, 2019

17. Suspension of Safe Harbor Nonelectives

    By PJ2009, July 23, 2009
    • 3 replies
    • 1.1k views
    • 
    • PJ2009
    • July 24, 2009

18. Effective Date of Top Heavy Provisions for EGTRRA

    By Guest bgiles, June 29, 2003
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2003

19. HCE - Okay to have late deferrals?

    By Guest Michael Anderson, September 21, 2005
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • September 21, 2005

20. Top Heavy Exemption When Plan Formerly Was Not Safe Harbor

    By Jeff V, December 11, 2020
    • 6 replies
    • 1.1k views
    • 
    • Jeff V
    • December 18, 2020

21. participants moved to union - in TH calc?

    By AlbanyConsultant, September 25, 2014
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • October 1, 2014

22. Deferral Change frequency

    By Santo Gold, January 28
    • 4 replies
    • 1.1k views
    • 
    • Artie M
    • January 29

23. extra contribution for former DB participants

    By mariemonroe, September 29, 2008
    • 5 replies
    • 1.1k views
    • 
    • Jim Chad
    • October 1, 2008

24. Elective Deferrals

    By Nassau, October 6, 2010
    • 3 replies
    • 1.1k views
    • 
    • 12AX7
    • October 6, 2010

25. Roth Distributions

    By Nassau, October 7, 2010
    • 1 reply
    • 1.1k views
    • 
    • pmacduff
    • October 7, 2010

26. 401K money to a 403b Plan?

    By Guest Chri P, June 18, 2005
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • June 20, 2005

27. Additional Correction to an ADP Test

    By justatester, October 12, 2016
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 13, 2016

28. Hardship Withdrawals

    By Cynchbeast, February 8, 2019
    • 4 replies
    • 1.1k views
    • 
    • rr_sphr
    • February 25, 2019

29. Solo K plan termination

    By rfahey, November 10, 2010
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • November 10, 2010

30. GUST Deadline Missed (tricky, time is short) -- Solutions?

    By Guest Plan the Man, July 19, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 19, 2002

31. SH Plan Termination

    By justatester, September 2, 2021
    • 5 replies
    • 1.1k views
    • 
    • CuseFan
    • September 2, 2021

32. terminating SEP & starting 401k & SECURE Act

    By TPApril, April 29, 2021
    • 4 replies
    • 1.1k views
    • 
    • M.S. Hatlee QPA, QPFC
    • May 4, 2021

33. QDIA default investment

    By k man, July 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • July 30, 2009

34. plan amendments

    By Guest mmc, March 22, 2011
    • 1 reply
    • 1.1k views
    • 
    • QNPG
    • March 22, 2011

35. Non-discrimination testing for partial year

    By jukeboy56, September 26, 2011
    • 0 replies
    • 1.1k views
    • 
    • jukeboy56
    • September 26, 2011

36. Family Attribution - related to eligibility for Match

    By Guest crosseyetester, October 26, 2006
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 27, 2006

37. FEES

    By Nassau, October 5, 2010
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • October 5, 2010

38. Final 401(k) 401(m) Amendments

    By Guest bouncingsoul, May 9, 2008
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • May 9, 2008

39. Must All Partners participate

    By jane123, August 19, 2003
    • 0 replies
    • 1.1k views
    • 
    • jane123
    • August 19, 2003

40. Changing Provisions to a Safe Harbor Match plan mid year

    By Guest Brenda Schachle, December 20, 2011
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • December 20, 2011

41. ADP/ACP Testing

    By DTH, August 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • August 4, 2003

42. One Person 401(k) Plan...Not a Simple Plan?

    By Jilliandiz, August 30, 2004
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • August 31, 2004

43. Distribution and "Buy Back". How is Roth Handled?

    By buckaroo, June 13, 2013
    • 3 replies
    • 1.1k views
    • 
    • 12AX7
    • June 13, 2013

44. Fees

    By dmb, January 21, 2004
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • January 21, 2004

45. OOPS Roth conversion

    By SoCalActuary, September 26, 2019
    • 5 replies
    • 1.1k views
    • 
    • Larry Starr
    • October 17, 2019

46. Testing 2 401(k) Plans

    By wmyer, April 7, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 7, 2005

47. Pooled Plans - Value of Investmetns on Statements

    By austin3515, February 16, 2011
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • February 16, 2011

48. Employer switched participants deferrals

    By khr, June 16, 2015
    • 6 replies
    • 1.1k views
    • 
    • austin3515
    • June 17, 2015

49. 401(k) eligiblity

    By cdavis25, March 15, 2002
    • 0 replies
    • 1.1k views
    • 
    • cdavis25
    • March 15, 2002

50. Safe Harbor and Profit Sharing

    By 401kay, October 28, 2022
    • 9 replies
    • 1.1k views
    • 
    • Lou S.
    • November 17, 2022