401(k) Plans

19,275 topics in this forum

1. ERISA Exposure for Issuing Beneficiary Form?

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

2. IRA Rollovers into 401k plans

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

3. Reverse Borrowing in First Plan Year

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

4. 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

5. Receivables in Top Heavy test?

   By BG5150, December 8, 2006
   • 11 replies
   • 5.7k views
   • 
   • BG5150
   • December 19, 2006

6. 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

7. Deferrals from Third Party Sick Pay

   By BTG, January 13, 2020
   • 11 replies
   • 8.6k views
   • 
   • dan654083
   • August 14, 2020

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

   By Guest Do, May 7, 2004
   • 11 replies
   • 2.8k views
   • 
   • david rigby
   • July 12, 2004

9. ADP Test Failure

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

10. Timing of Sole Prop or Partner deferrals deposits

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

11. Minimum Age Requirement

    By SRP, October 16, 2007
    • 11 replies
    • 4.9k views
    • 
    • ak2ary
    • October 18, 2007

12. Covered Service Provider Disclosure

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

13. New Gateway Rules

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

14. Terminating plan

    By EBDI, September 28, 2015
    • 11 replies
    • 4k views
    • 
    • Bird
    • September 29, 2015

15. 501(c)3 and LLC

    By Guest hpaine, February 12, 2003
    • 11 replies
    • 3.6k views
    • 
    • E as in ERISA
    • February 14, 2003

16. participants not returning forms when electing not to defer

    By AlbanyConsultant, January 15, 2020
    • 11 replies
    • 1.9k views
    • 
    • Below Ground
    • January 22, 2020

17. 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

18. 401(k) Safe harbor Compensation

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

19. Controlled Group - Testing & Allocations

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

20. Rehired Employee and Entry Date

    By Mr Bagwell, August 31, 2016   

    • Entry Date
    • 11 replies
    • 6.3k views
    • 
    • Belgarath
    • September 1, 2016

21. Non-traditional source for contributions

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

22. 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
    • 1.7k views
    • 
    • Tom Poje
    • May 6, 2016

23. Plan year-end change - notification to participants

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

24. ROTH Deferral... Too Late?

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

25. Failure To Update Change In Elective Deferral

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

26. 401k Contributions...Base or including OT

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

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

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

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

    By BG5150, March 3, 2022
    • 11 replies
    • 2.8k views
    • 
    • Luke Bailey
    • March 8, 2022

29. ADP/ACP testing

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

30. partner's $18K deduction

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

31. Back to Shifting

    By buckaroo, September 17, 2008
    • 11 replies
    • 2.4k views
    • 
    • Tom Poje
    • March 6, 2009

32. participant had fake SSN now has a real one

    By k man, November 12, 2013
    • 11 replies
    • 11.4k views
    • 
    • Peter Gulia
    • November 18, 2013

33. RMD needs election form?

    By SSRRS, September 3, 2021
    • 11 replies
    • 1.6k views
    • 
    • SSRRS
    • September 10, 2021

34. Adding Safe Harbor

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

35. forfeiture of account due to fraud

    By Scuba 401, August 17, 2011
    • 11 replies
    • 4.9k views
    • 
    • Peter Gulia
    • October 6, 2011

36. Current Availability of Benefits

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

37. Prevailing Wage Formula Structured as a Match?

    By Purplemandinga, July 27, 2018
    • 11 replies
    • 2.7k views
    • 
    • Purplemandinga
    • July 30, 2018

38. 401(k) Loan Repayments as "pre-tax"?

    By jkharvey, June 30, 2004
    • 11 replies
    • 48k views
    • 
    • Guest
    • July 2, 2004

39. SMM for Amendment to Change Corp Trustee

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

40. Too late for 2009 profit sharing?

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

41. Client Withheld Too Much 401k

    By austin3515, June 5, 2020
    • 11 replies
    • 2.6k views
    • 
    • Larry Starr
    • June 10, 2020

42. 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

43. $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

44. 5330 related for lost earnings on late 401k deferral deposit

    By Jakyasar, July 13, 2021
    • 11 replies
    • 1.2k views
    • 
    • Bob the Swimmer
    • July 14, 2021

45. Employee deferrals not contributed to plan.

    By katieinny, June 30, 2003
    • 11 replies
    • 1.9k views
    • 
    • BFree
    • July 17, 2003

46. Automatic Enrollment

    By Guest terric, April 19, 2006
    • 11 replies
    • 3.5k views
    • 
    • Lou S.
    • November 6, 2013

47. Safe Harbor 401(k) plan deduction

    By John Feldt ERPA CPC QPA, January 13, 2010
    • 11 replies
    • 2.5k views
    • 
    • Kevin C
    • January 18, 2010

48. Forming a Multiple Emloyer Plan

    By Guest djw, September 21, 2006
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • September 21, 2006

49. Safe Harbor 401(k) - Termination Questions

    By waid10, January 22, 2009
    • 11 replies
    • 11.3k views
    • 
    • Lou S.
    • February 3, 2009

50. Eligbility for rehire

    By PFranckowiak, May 6, 2010
    • 11 replies
    • 6.5k views
    • 
    • pmacduff
    • May 17, 2010