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401(k) Plans

19,321 topics in this forum

  1. Defined Contribution Plan w/Discretionary Match chose prior year ratio for ADP & ACP testing. Plan did not give a match in the prior year.

    By Guest jkschup,
    • 1 reply
    • 1.2k views

  2. New Company formed 1/1/2004; same employees, can I use prior year's wages to determine HCEs?

    By Guest jsample,
    • 1 reply
    • 964 views

  3. Successor Plan Question

    By Guest B'Etor,
    • 1 reply
    • 1.2k views

  4. catch up and corrections

    By Guest honey grahams,
    • 1 reply
    • 1.3k views

  5. Final 401(k) amendment for terminated plans

    By AlbanyConsultant,
    • 1 reply
    • 1.2k views

  6. IRS Missing Participant Program

    By preErisa,
    • 1 reply
    • 1.1k views

  7. How to treat acquired employees?

    By justatester,
    • 1 reply
    • 1.1k views

  8. ROTH in-plan rollover

    By Scuba 401,
    • 1 reply
    • 711 views

  9. Administrative 415 Limit For Catch-ups

    By austin3515,
    • 1 reply
    • 908 views

  10. 401k testing

    By mehmgo,
    • 1 reply
    • 545 views

  11. How to correct failed match coverage test?

    By BG5150,
    • 1 reply
    • 738 views
    • Bri
    • Bri

  12. Distribution basis recovery

    By Sue H,
    • 1 reply
    • 1.4k views

  13. Conversion Plans Adding 401(k)/(m) Provisions

    By Guest Lizzie,
    • 1 reply
    • 1.3k views

  14. Pre-1997 method for distributing excess contributions from a failed AD

    By Guest VPA,
    • 1 reply
    • 1.3k views

  15. Safe harbor term and SIMPLE 401-k establishment

    By Guest pensionadmin,
    • 1 reply
    • 1.4k views

  16. Dental Cost & Harships

    By Guest CCarter,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  17. Corrective Distributions

    By Guest Jenn,
    • 1 reply
    • 1.2k views

  18. PEO Help.

    By Guest MSP,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  19. anticutback

    By Guest britneyspears,
    • 1 reply
    • 1.2k views

  20. Change in Plan Sponsor?

    By Guest moltengater,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  21. Bonus compensation after PYE

    By Guest ABCI,
    • 1 reply
    • 1.6k views

  22. Interest Rate on Plan Loan

    By Guest meeh3704,
    • 1 reply
    • 1.1k views

  23. Part-time/temporary exclusion

    By PMC,
    • 1 reply
    • 1.7k views

  24. Affiliated Service Group

    By austin3515,
    • 1 reply
    • 906 views

  25. Distribution made in the abscense of a distributable event

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 516 views

  26. Is this a usual and standard request? We gave IRS copy of PPA Document and they came back and asked for EGTRRA Document?

    By SSRRS,
    • 1 reply
    • 541 views

  27. ADP Test and Statutory Exclusions

    By Guest Richard Scheer,
    • 1 reply
    • 2.3k views

  28. Treatment of Otherwise Excludable Employees for Coverage and ADP Testing-Option 1

    By Logan401,
    • 1 reply
    • 415 views

  29. Average Benefit Test - Controlled Group - Tested Separately

    By Vlad401k,
    • 1 reply
    • 528 views

  30. Puerto Rico Employees

    By Guest hitt24,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  31. Incorrect timing of forfeitures.

    By Guest UKH,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  32. 401k and Deferred Compensation Plan for Select Employees

    By Guest Louis Gray,
    • 1 reply
    • 2.3k views

  33. One to One QNEC question relating to bargaining/nonbargaining

    By fiona1,
    • 1 reply
    • 1k views

  34. HCE definition, re-hire

    By Guest tkw,
    • 1 reply
    • 1.1k views

  35. Distribution

    By waid10,
    • 1 reply
    • 1.2k views

  36. Multiple plan loans

    By mariemonroe,
    • 1 reply
    • 1.1k views

  37. Loss on excess contribution refund

    By PAL,
    • 1 reply
    • 1.2k views

  38. Employee Contributions as QNEC's

    By Guest Liosis,
    • 1 reply
    • 2.1k views

  39. one bad apple in a mep

    By TPApril,
    • 1 reply
    • 1.7k views

  40. First plan year - ADP testing compensation

    By shERPA,
    • 1 reply
    • 1.5k views

  41. Participating Employer Terminating Participation in Multiple Employer Plan - Merger

    By spartytax,   
    • 1 reply
    • 3k views

  42. Valuation Date for Stock Contributions

    By Jon Chambers,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  43. Form 5500: Deferred Vested Benefit

    By Guest wwest,
    • 1 reply
    • 2k views

  44. 402(g) refund after 4/15 but has IRS extension

    By BG5150,
    • 1 reply
    • 552 views

  45. Notices defining "Employees Eligible to Defer" for Safe Harb

    By Guest Powers,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  46. Effective Date of Money Purchase Plan Merger (12/31/01 OR 1/1/02)??

    By Guest T-BONE,
    • 1 reply
    • 2k views

  47. Loan Default

    By Guest benefitsanalyst,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  48. ADP/ACP - Prior Year Percent Method - Plan Year Change

    By fiona1,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  49. DOL Audits/Company Stock

    By Guest erisafried,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  50. Revenue Sharing and Charging Term'd Participants

    By rlb64,
    • 1 reply
    • 1.4k views
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