401(k) Plans

19,337 topics in this forum

1. Gap period income on related match

   By Guest Philip2, November 3, 2009
   • 1 reply
   • 1.1k views
   • 
   • Below Ground
   • November 4, 2009

2. ADP failure/statutory exclusions

   By pmacduff, March 9, 2011
   • 1 reply
   • 928 views
   • 
   • Lou S.
   • March 9, 2011

3. Carry Over Contributions

   By Guest srwatts, September 8, 2011
   • 1 reply
   • 1.3k views
   • 
   • EBDI
   • October 13, 2011

4. Leaving an MEP Plan

   By coleboy, February 29, 2016
   • 1 reply
   • 909 views
   • 
   • austin3515
   • March 2, 2016

5. PPA Restatement effective date

   By TPApril, April 22, 2016
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • April 22, 2016

6. Aggregate Testing - Different definiton of compensation

   By Trisports, May 19, 2017
   • 1 reply
   • 752 views
   • 
   • Tom Poje
   • May 22, 2017

7. Testing requirements for a controlled group with separate plans

   By Rai401k, April 2, 2019
   • 1 reply
   • 598 views
   • 
   • justanotheradmin
   • April 3, 2019

8. Clarification of Sec. 3401(a) Wages

   By Guest Jimmy B, March 8, 2000
   • 1 reply
   • 4.3k views
   • 
   • John A
   • March 28, 2000

9. Mega backdoor Roth that actually works... now what?

   By AlbanyConsultant, March 21, 2023
   • 1 reply
   • 588 views
   • 
   • CuseFan
   • March 21, 2023

10. Spin-off ADP/ACP question

    By roy819, February 15, 2024
    • 1 reply
    • 585 views
    • 
    • justanotheradmin
    • February 15, 2024

11. Nondiscrimination testing re the TIMING of contributions to two different groups

    By Belgarath, October 15, 2024
    • 1 reply
    • 457 views
    • 
    • Lou S.
    • October 16, 2024

12. Safe Harbor

    By PMC, March 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • March 21, 2002

13. Multiple Employer Plan/Top Heavy

    By Guest chris4013, March 14, 2005
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • March 14, 2005

14. prevailing wage

    By Guest moltengater, August 16, 2006
    • 1 reply
    • 1.4k views
    • 
    • A Shot in the Dark
    • August 17, 2006

15. Cash Balance Plans

    By mlp0816, January 4, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • January 4, 2007

16. safe harbor plan

    By k man, November 8, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • November 8, 2007

17. QSLOBs and top-heavy testing

    By Guest phy401k, April 19, 2012
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • April 19, 2012

18. USERRA - Make-up Contributions

    By 401(k)athryn, July 29, 2019
    • 1 reply
    • 939 views
    • 
    • Bri
    • July 30, 2019

19. Safe Harbor 401(k) and 500 Hour requirement

    By Guest jmurph, December 20, 1999
    • 1 reply
    • 2.3k views
    • 
    • Richard Anderson
    • December 27, 1999

20. New Plan Filing Requirements

    By KevinMc, October 15, 2024
    • 1 reply
    • 489 views
    • 
    • justanotheradmin
    • October 15, 2024

21. Can you stop and restart Safe Harbor Match Contributions the same Plan

    By Guest UKH, January 4, 2001
    • 1 reply
    • 2.8k views
    • 
    • wmyer
    • January 4, 2001

22. Top heavy rules for 2002

    By Guest leigh.lindsey, July 16, 2001
    • 1 reply
    • 1.7k views
    • 
    • John A
    • July 26, 2001

23. Determination letters after 2001-77

    By k man, October 8, 2001
    • 1 reply
    • 1.6k views
    • 
    • Bob R
    • October 11, 2001

24. ADP/ACP after plan merger

    By Guest Lee Buchele, January 30, 2003
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • January 31, 2003

25. Distribution Prior to a Plan restating to egtrra

    By Guest jkrad, June 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 3, 2003

26. Is this a prohibited transaction?

    By FundeK, March 10, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 10, 2004

27. Irrevocable Waiver Out of a 401(k) Safe Harbor Plan

    By Archimage, June 24, 2004
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 24, 2004

28. Conversion Blackout Ends Sooner - New Notice Required?

    By Guest JimJ, October 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • October 13, 2004

29. employer match and owner employee

    By eilano, February 16, 2006
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • February 20, 2006

30. 415 excess

    By fiona1, March 20, 2008
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • March 21, 2008

31. Where to submit tax withholding dollars

    By Guest Achilles, November 4, 2009
    • 1 reply
    • 993 views
    • 
    • BG5150
    • November 4, 2009

32. What exactly is a successor plan?

    By BG5150, March 2, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 2, 2010

33. Automatic Enrollment and Nondiscrimination

    By Guest Offender, September 8, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • September 9, 2011

34. 401(k) Roth conversion

    By 52626, February 11, 2014
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • February 11, 2014

35. Permissive Aggregation for coverage testing

    By Guest cxs, May 21, 2014
    • 1 reply
    • 2.7k views
    • 
    • MWeddell
    • May 22, 2014

36. Distributions to Estate

    By ERISA25, September 1, 2014
    • 1 reply
    • 888 views
    • 
    • GMK
    • September 2, 2014

37. Takeover Plan with a problem...

    By austin3515, August 22, 2016
    • 1 reply
    • 740 views
    • 
    • ETA Consulting LLC
    • August 22, 2016

38. Summary Plan Description Delivery Requirements

    By Brigid, September 23, 2019
    • 1 reply
    • 566 views
    • 
    • Bird
    • September 23, 2019

39. Partial Correction of ADP Test

    By nancy, November 8, 2019   

    • adp test
    • excise tax
    • 1 reply
    • 639 views
    • 
    • Luke Bailey
    • November 12, 2019

40. Question about forced termination of 401k

    By chhejr, January 8, 2021
    • 1 reply
    • 507 views
    • 
    • Bird
    • January 8, 2021

41. retention bonus contribution question

    By SundanceKid, December 15, 2023
    • 1 reply
    • 1.4k views
    • 
    • CuseFan
    • December 15, 2023

42. Safe Harbor Coverage/exclusion

    By Bruce1, December 13, 2024
    • 1 reply
    • 693 views
    • 
    • Bill Presson
    • December 13, 2024

43. How is ADP and other testing done (what compensation is used) when eff

    By John A, March 5, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 6, 2001

44. ADP/ACP Testing

    By Guest David_R, August 24, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 27, 2001

45. Can an Employer use net comp. (comp. after salary deferrals made to a

    By Guest Kathleen Fouquet, November 14, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 15, 2001

46. Is Contribution due for ex- partner?

    By Guest Renegade, March 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • March 21, 2002

47. Non-discrimination test for merger occurring mid-year

    By Guest benefitsanalyst, April 5, 2002
    • 1 reply
    • 2.8k views
    • 
    • mbozek
    • April 8, 2002

48. ADP refund deadline

    By Guest Lex, February 27, 2003
    • 1 reply
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2003

49. Safe Harbor Notice

    By Lynn Campbell, June 20, 2003
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • June 21, 2003

50. Filing Requirement for Excess Contributions

    By billfgrady, September 16, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 16, 2003