401(k) Plans

19,275 topics in this forum

1. Controlled Group Transfers

   By Andre3000, March 13, 2015
   • 1 reply
   • 1.1k views
   • 
   • Kevin C
   • March 18, 2015

2. 411(d)(6)

   By Guest ALittleHelpNeeded, January 19, 2006
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • January 19, 2006

3. Partner Deferrals Not Received at Financial Institution

   By Spencer, May 2, 2011
   • 2 replies
   • 1.1k views
   • 
   • Spencer
   • May 3, 2011

4. New controlled group ADP testing

   By Gilmore, March 26, 2004
   • 0 replies
   • 1.1k views
   • 
   • Gilmore
   • March 26, 2004

5. automatic enrollment

   By k man, March 22, 2007
   • 0 replies
   • 1.1k views
   • 
   • k man
   • March 22, 2007

6. Loan failure withholding issue

   By Guest EBcounsel, October 16, 2010
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • October 16, 2010

7. Not excluding but reduced benefits

   By Rai401k, March 30, 2009
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • March 31, 2009

8. May a self-employed individual who had pay more than $145,000 choose non-Roth catch-up deferrals?

   By Peter Gulia, April 4, 2023
   • 9 replies
   • 1.1k views
   • 
   • Nate S
   • April 7, 2023

9. Puerto Rico Plans & Benefits, Rights & Features Testing

   By RRB, January 22, 2013
   • 0 replies
   • 1.1k views
   • 
   • RRB
   • January 22, 2013

10. Can ayone instruct me on how to use the BenefitsLink SEARCH ?

    By Guest ETodd, October 16, 2003
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • October 16, 2003

11. PS-Deferrals-Catchup in 2 plans

    By Cynchbeast, February 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 21, 2009

12. Matching Contribution for 6/30 PYE not yet made. We know ACP test will fail. Match will be paid after September 15, 2005. Suggestions welcome on how to treat?

    By Guest ChopperPilot, August 29, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • August 30, 2005

13. Safe Harbor

    By Guest CCarter, July 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • wmyer
    • July 9, 2004

14. Fixed match in safe harbor 401k

    By sammyp42, January 19, 2017
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 24, 2017

15. 1099R code for an excess IRA contribution?

    By Guest UKH, February 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • February 5, 2003

16. frozen assets distributable if plan active?

    By Cathy from Chicago, August 9, 2010
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • August 10, 2010

17. Inservice Distributions

    By MBCarey, June 20, 2003
    • 2 replies
    • 1.1k views
    • 
    • g8r
    • June 20, 2003

18. Permissable withdrawals (Change of Heart)

    By Nassau, December 11, 2017
    • 2 replies
    • 1.1k views
    • 
    • Nassau
    • December 11, 2017

19. Waiver of Bonding Requirement

    By Guest mcw, February 27, 2004
    • 2 replies
    • 1.1k views
    • 
    • WDIK
    • February 27, 2004

20. Any word on IRS revised 402(f) notice?

    By Guest brsears, April 8, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 8, 2005

21. Rules prohibiting one employer from adopting another employer's plan?

    By billfgrady, April 1, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 2, 2004

22. Pre-approved plan retroactive effective date

    By EmpbAF, March 18, 2021
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • March 19, 2021

23. eligibility

    By Guest RJF, September 30, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 30, 2006

24. Life Insurance Distributions

    By austin3515, May 2, 2006
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • May 2, 2006

25. Permissible allocation requirement for match?

    By AKconsult, February 18, 2020
    • 5 replies
    • 1.1k views
    • 
    • AKconsult
    • February 24, 2020

26. Solo K with statutory Eees

    By pjb1835, November 4, 2019
    • 13 replies
    • 1.1k views
    • 
    • Luke Bailey
    • November 6, 2019

27. ADP Testing

    By imchipbrown, June 19, 2003
    • 3 replies
    • 1.1k views
    • 
    • imchipbrown
    • June 20, 2003

28. Can Participant be excluded prospectively?

    By Dougsbpc, December 12, 2014
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • December 12, 2014

29. Inadvertant CODA

    By Alf, September 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • Alf
    • September 18, 2003

30. W-2 and S Corp Income

    By Alex Daisy, March 9, 2009
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • March 9, 2009

31. Safe Harbor 401(k) & top heavy

    By R. Butler, January 28, 2016
    • 3 replies
    • 1.1k views
    • 
    • Gadgetfreak
    • January 29, 2016

32. Only allow Roth catch ups for everyone (not SECURE related, but kind of)

    By WCC, February 14, 2023
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • February 22, 2023

33. 401(k) plan design issue

    By pbarrett, September 23, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 24, 2005

34. Cash Balance Questions

    By maryflemingphr@yahoo.com, September 20, 2021
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • September 22, 2021

35. Is A Training Period Included for Eligibility and Vesting Purposes?

    By rocknrolls2, April 2, 2007
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • April 2, 2007

36. Reward/Performance Based Matches

    By Guest elmo27, November 4, 2011
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • November 7, 2011

37. Satisfying ABT on Allocations and Rate Group Testing on Benefits

    By CLE401kGuy, February 25, 2021
    • 6 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 26, 2021

38. First Plan year: 401(k)(3)(E) and then switch to current year

    By k man, November 19, 2003
    • 0 replies
    • 1.1k views
    • 
    • k man
    • November 19, 2003

39. contribution in error

    By wsp, February 28, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 1, 2004

40. ADP Testing

    By Guest elang, May 2, 2012
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • May 4, 2012

41. disallowing deferrals on bonus payments

    By Guest Dash02, December 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • December 26, 2008

42. retain in-service withdrawal right for rollover?

    By Guest IRISH79, March 2, 2007
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 5, 2007

43. Last Day of Plan Year - Matching Contribution

    By abernat, May 11, 2016
    • 6 replies
    • 1.1k views
    • 
    • My 2 cents
    • May 11, 2016

44. Seperate Line of Business Clarification

    By Guest jml24star, August 18, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 19, 2004

45. SARSEP to 401k

    By cpc0506, February 24, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 24, 2012

46. Cash Balance/401(k) Plan Offset Arrangements

    By QNPG, February 25, 2011
    • 0 replies
    • 1.1k views
    • 
    • QNPG
    • February 25, 2011

47. tax consequences of earnout paid to qualified plan

    By EGB, June 11, 2003
    • 0 replies
    • 1.1k views
    • 
    • EGB
    • June 11, 2003

48. How to document in-plan conversion of after tax voluntary contribution

    By Old Reliable, November 21, 2023
    • 4 replies
    • 1.1k views
    • 
    • Hello
    • November 22, 2023

49. Coverage testing with union employees

    By hnh93, March 30, 2021   

    • coverage test
    • union
    • 1 reply
    • 1.1k views
    • 
    • Purplemandinga
    • March 30, 2021

50. 401(k) Plan investment review

    By Guest ojs000, March 2, 2010
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 10, 2010