401(k) Plans

19,317 topics in this forum

1. PEO/Form 5330 situation

   By Guest Robin Vatalaro, March 22, 2002
   • 11 replies
   • 2.8k views
   • 
   • Guest
   • April 2, 2002

2. Elective Deferrals Never Made

   By Randy Watson, March 21, 2007
   • 11 replies
   • 5k views
   • 
   • masteff
   • March 26, 2007

3. EGTRRA Non-Amender

   By austin3515, March 21, 2012
   • 11 replies
   • 3.2k views
   • 
   • Guest
   • March 23, 2012

4. Can a TPA Sponsor a one-state MEP?

   By austin3515, October 25, 2018
   • 11 replies
   • 1.4k views
   • 
   • austin3515
   • October 26, 2018

5. Notice of Class Action Settlement

   By JustnERPA, February 18, 2019
   • 11 replies
   • 2.1k views
   • 
   • FPGuy
   • February 20, 2019

6. Payment of Management Fees

   By Guest jimmybeau, August 13, 2008
   • 11 replies
   • 1.9k views
   • 
   • WDIK
   • August 14, 2008

7. Preparing for DOL Audit-expenses

   By Guest Richard Tennenbaum, January 25, 2006
   • 11 replies
   • 2.4k views
   • 
   • GBurns
   • February 9, 2006

8. ERISA Exposure for Issuing Beneficiary Form?

   By pog, August 3, 2015
   • 11 replies
   • 2.3k views
   • 
   • ESOP Guy
   • August 4, 2015

9. IRA Rollovers into 401k plans

   By Guest Lex, September 20, 2002
   • 11 replies
   • 2.1k views
   • 
   • Guest
   • November 15, 2002

10. Reverse Borrowing in First Plan Year

    By justatester, September 6, 2012
    • 11 replies
    • 2.1k views
    • 
    • justatester
    • September 7, 2012

11. 401(k) Safe Harbor and the Year-end rush to adopt new plans for '03

    By Guest Hilarion, December 30, 2003
    • 11 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 31, 2003

12. Receivables in Top Heavy test?

    By BG5150, December 8, 2006
    • 11 replies
    • 5.8k views
    • 
    • BG5150
    • December 19, 2006

13. help for an HCE who is habitually receiving refunds.

    By Lori H, March 11, 2004
    • 11 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • March 15, 2004

14. Deferrals from Third Party Sick Pay

    By BTG, January 13, 2020
    • 11 replies
    • 9.1k views
    • 
    • dan654083
    • August 14, 2020

15. Definition of spouse as spouse in an opposite sex marriage

    By Guest Do, May 7, 2004
    • 11 replies
    • 2.9k views
    • 
    • david rigby
    • July 12, 2004

16. ADP Test Failure

    By Guest Buzzman, July 18, 2008
    • 11 replies
    • 4.2k views
    • 
    • Guest
    • July 23, 2008

17. Timing of Sole Prop or Partner deferrals deposits

    By Pammie57, November 17, 2015
    • 11 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • November 18, 2015

18. Minimum Age Requirement

    By SRP, October 16, 2007
    • 11 replies
    • 5k views
    • 
    • ak2ary
    • October 18, 2007

19. Covered Service Provider Disclosure

    By holdco, March 26, 2012
    • 11 replies
    • 1.7k views
    • 
    • holdco
    • March 26, 2012

20. New Gateway Rules

    By Guest Karen Szy, March 7, 2001
    • 11 replies
    • 3.7k views
    • 
    • Guest
    • November 9, 2001

21. Terminating plan

    By EBDI, September 28, 2015
    • 11 replies
    • 4.1k views
    • 
    • Bird
    • September 29, 2015

22. 501(c)3 and LLC

    By Guest hpaine, February 12, 2003
    • 11 replies
    • 3.7k views
    • 
    • E as in ERISA
    • February 14, 2003

23. participants not returning forms when electing not to defer

    By AlbanyConsultant, January 15, 2020
    • 11 replies
    • 2k views
    • 
    • Below Ground
    • January 22, 2020

24. SECURE ACT 2.0 Roth Catch Up - 2-year transition period

    By legort69, August 26, 2023
    • 11 replies
    • 1.2k views
    • 
    • Luke Bailey
    • August 29, 2023

25. 401(k) Safe harbor Compensation

    By alexa, February 13, 2003
    • 11 replies
    • 3.6k views
    • 
    • Guest
    • February 25, 2003

26. Controlled Group - Testing & Allocations

    By Guest Chris May, February 13, 2003
    • 11 replies
    • 3.6k views
    • 
    • RTK
    • February 14, 2003

27. Rehired Employee and Entry Date

    By Mr Bagwell, August 31, 2016   

    • Entry Date
    • 11 replies
    • 6.6k views
    • 
    • Belgarath
    • September 1, 2016

28. Non-traditional source for contributions

    By TPApril, February 20, 2013
    • 11 replies
    • 1.3k views
    • 
    • ESOP Guy
    • February 21, 2013

29. SH Plan Design using both Non-Elective & Match

    By RAPD, May 5, 2016   

    • 401k
    • Safe Harbor
    • (and 1 more)

      Tagged with:

      • 401k
      • Safe Harbor
      • Plan Design
    • 11 replies
    • 1.8k views
    • 
    • Tom Poje
    • May 6, 2016

30. Plan year-end change - notification to participants

    By Guest Achilles, November 19, 2002
    • 11 replies
    • 2.7k views
    • 
    • KJohnson
    • November 19, 2003

31. ROTH Deferral... Too Late?

    By Basically, March 1, 2024
    • 11 replies
    • 1.1k views
    • 
    • Basically
    • April 16, 2024

32. Failure To Update Change In Elective Deferral

    By Guest jmlumpkin, July 22, 2004
    • 11 replies
    • 4.7k views
    • 
    • mschwechter
    • July 28, 2004

33. 401k Contributions...Base or including OT

    By Guest Nabrin, March 12, 2004
    • 11 replies
    • 2.8k views
    • 
    • QDROphile
    • March 30, 2004

34. Key Man Insurance in PS/(k) Plan

    By 12AX7, September 15, 2011
    • 11 replies
    • 2.1k views
    • 
    • Bird
    • April 2, 2013

35. ADP Refund--HCE has both Roth and Pre-Tax deferrals

    By BG5150, March 3, 2022
    • 11 replies
    • 2.9k views
    • 
    • Luke Bailey
    • March 8, 2022

36. ADP/ACP testing

    By Guest Joanne Davey, March 4, 2003
    • 11 replies
    • 2.7k views
    • 
    • Tom Poje
    • September 5, 2003

37. partner's $18K deduction

    By thepensionmaven, January 3, 2017
    • 11 replies
    • 2.3k views
    • 
    • ETA Consulting LLC
    • January 4, 2017

38. Back to Shifting

    By buckaroo, September 17, 2008
    • 11 replies
    • 2.5k views
    • 
    • Tom Poje
    • March 6, 2009

39. participant had fake SSN now has a real one

    By k man, November 12, 2013
    • 11 replies
    • 11.6k views
    • 
    • Peter Gulia
    • November 18, 2013

40. RMD needs election form?

    By SSRRS, September 3, 2021
    • 11 replies
    • 1.7k views
    • 
    • SSRRS
    • September 10, 2021

41. Adding Safe Harbor

    By nancy, May 19, 2003
    • 11 replies
    • 3k views
    • 
    • R. Butler
    • May 21, 2003

42. forfeiture of account due to fraud

    By Scuba 401, August 17, 2011
    • 11 replies
    • 5k views
    • 
    • Peter Gulia
    • October 6, 2011

43. Current Availability of Benefits

    By Guest Thornton, July 23, 2002
    • 11 replies
    • 2.8k views
    • 
    • mbozek
    • July 24, 2002

44. Prevailing Wage Formula Structured as a Match?

    By Purplemandinga, July 27, 2018
    • 11 replies
    • 2.8k views
    • 
    • Purplemandinga
    • July 30, 2018

45. 401(k) Loan Repayments as "pre-tax"?

    By jkharvey, June 30, 2004
    • 11 replies
    • 49.3k views
    • 
    • Guest
    • July 2, 2004

46. SMM for Amendment to Change Corp Trustee

    By austin3515, January 5, 2022
    • 11 replies
    • 1.6k views
    • 
    • austin3515
    • January 5, 2022

47. Too late for 2009 profit sharing?

    By austin3515, January 18, 2011
    • 11 replies
    • 1.5k views
    • 
    • rcline46
    • January 19, 2011

48. Client Withheld Too Much 401k

    By austin3515, June 5, 2020
    • 11 replies
    • 2.7k views
    • 
    • Larry Starr
    • June 10, 2020

49. Can employer require noncontributing employees to fill out a form stating they wish to make no deferrals?

    By austin3515, September 22, 2003
    • 11 replies
    • 1.9k views
    • 
    • david rigby
    • September 26, 2003

50. $40,000 P-S Contribution and $1,000 401(k) Catch-up permitted?

    By billfgrady, July 2, 2002
    • 11 replies
    • 2.4k views
    • 
    • Mike Preston
    • July 15, 2002