401(k) Plans

19,321 topics in this forum

1. Multiple Employer Plan/Top Heavy

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

2. prevailing wage

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

3. Cash Balance Plans

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

4. safe harbor plan

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

5. QSLOBs and top-heavy testing

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

6. USERRA - Make-up Contributions

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

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

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

8. New Plan Filing Requirements

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

9. 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

10. Top heavy rules for 2002

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

11. Determination letters after 2001-77

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

12. ADP/ACP after plan merger

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

13. 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

14. Is this a prohibited transaction?

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

15. 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

16. 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

17. employer match and owner employee

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

18. 415 excess

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

19. Where to submit tax withholding dollars

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

20. What exactly is a successor plan?

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

21. Automatic Enrollment and Nondiscrimination

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

22. 401(k) Roth conversion

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

23. Permissive Aggregation for coverage testing

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

24. Distributions to Estate

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

25. Takeover Plan with a problem...

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

26. Summary Plan Description Delivery Requirements

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

27. Partial Correction of ADP Test

    By nancy, November 8, 2019   

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

28. Question about forced termination of 401k

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

29. retention bonus contribution question

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

30. Safe Harbor Coverage/exclusion

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

31. 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

32. ADP/ACP Testing

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

33. 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

34. Is Contribution due for ex- partner?

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

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

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

36. ADP refund deadline

    By Guest Lex, February 27, 2003
    • 1 reply
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2003

37. Safe Harbor Notice

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

38. Filing Requirement for Excess Contributions

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

39. Matching Contribution From Employee Compensation

    By Randy Watson, April 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • April 14, 2004

40. 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

41. Eligibility

    By Jilliandiz, December 21, 2005
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 21, 2005

42. State Withholding of 401(k) Deferrals

    By 401_4_ever, January 4, 2007
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • January 4, 2007

43. When does the employee become a participant/

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

44. New IRS Guidance on Early Entry & OE Rule

    By blue, April 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • pixmax
    • April 24, 2009

45. Vesting for rehired employees after partial plan termination

    By taxllm, September 10, 2009
    • 1 reply
    • 2.3k views
    • 
    • PensionPro
    • September 10, 2009

46. Short First Year Safe Harbor, pro-rate compensation limit?

    By Guest PensionPrincess, November 8, 2010
    • 1 reply
    • 981 views
    • 
    • Lou S.
    • November 8, 2010

47. Change In Investment Options

    By Guest Tom:, April 4, 2011
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • April 7, 2011

48. eligible to noneligible status

    By pmacduff, June 30, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 1, 2011

49. Profit Sharing Contributions

    By Nassau, February 11, 2013
    • 1 reply
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 12, 2013

50. Rate of Match Test fails

    By Earl, November 10, 2015
    • 1 reply
    • 616 views
    • 
    • Tom Poje
    • November 10, 2015