401(k) Plans

19,275 topics in this forum

1. EMPLOYEE DEFERRALS SENT TWICE

   By Guest MKELLY9522, October 9, 2008
   • 17 replies
   • 3.9k views
   • 
   • DMcGovern
   • October 27, 2008

2. K1 Partner(s) exceed 415 because K1 will report a loss

   By jkharvey, March 24, 2015
   • 15 replies
   • 3.9k views
   • 
   • QDROphile
   • March 24, 2015

3. Election to "Opt Out"

   By jala, July 14, 2016
   • 13 replies
   • 3.9k views
   • 
   • Kevin C
   • July 15, 2016

4. Corrective Contributions and 402(g) Limit

   By Guest pcohen, August 20, 2008
   • 4 replies
   • 3.9k views
   • 
   • Loves401(k)
   • March 8, 2018

5. Entry date - rehired employee

   By mrslappywhite, December 14, 2015   

   • eligibility
   • rehire
   • (and 1 more)

     Tagged with:

     • eligibility
     • rehire
     • plan entry
   • 3 replies
   • 3.9k views
   • 
   • mrslappywhite
   • December 15, 2015

6. Selecting participants when auditing participant data and employee con

   By Guest Scott E. Hall, August 31, 2000
   • 2 replies
   • 3.9k views
   • 
   • Guest
   • August 31, 2000

7. Reinstating forfeitures after rehire

   By EBDI, April 25, 2017
   • 5 replies
   • 3.9k views
   • 
   • EBDI
   • April 26, 2017

8. Irrevocably Elect Not to Participate in the Plan

   By Madison71, April 1, 2010
   • 6 replies
   • 3.9k views
   • 
   • Tom Poje
   • April 5, 2010

9. Death benefit rollover to 401k

   By WhatsESUP, September 8, 2017   

   • rollover
   • death
   • (and 1 more)

     Tagged with:

     • rollover
     • death
     • 401k
   • 9 replies
   • 3.9k views
   • 
   • Kevin C
   • September 12, 2017

10. 410(b) minimum coverage failure - how to retroactively amend if the pl

    By Guest Phil L, October 6, 1999
    • 3 replies
    • 3.9k views
    • 
    • Guest
    • October 7, 1999

11. Compensation for Calculating Safe Harbor Non Elective 3% Contribution

    By ERISAGal, July 16, 2019   

    • safe harbor
    • 401k
    • (and 1 more)

      Tagged with:

      • safe harbor
      • 401k
      • compensation
    • 6 replies
    • 3.9k views
    • 
    • Bri
    • July 18, 2019

12. Integrating Deemed Roth IRAs into 401k Plans

    By Guest johnpetrancosta, July 21, 2005
    • 17 replies
    • 3.9k views
    • 
    • Guest
    • July 22, 2005

13. HELP! Transfer of Assets

    By Guest Phil L, November 10, 1998
    • 3 replies
    • 3.9k views
    • 
    • MWeddell
    • November 12, 1998

14. Periodic Pension Benefit Statement Requirement

    By PainPA, January 23, 2014   

    • Sec 508 of the 2006 PPA
    • 10 replies
    • 3.9k views
    • 
    • Bird
    • January 25, 2014

15. Can a union sponsor a 401(k) plan?

    By PMC, June 23, 2000
    • 4 replies
    • 3.9k views
    • 
    • Guest
    • June 27, 2000

16. Share Price in Statement Different

    By Guest JetService, February 2, 2006
    • 5 replies
    • 3.9k views
    • 
    • RCK
    • February 4, 2006

17. EGTRRA - Catchup contributions -- ADP / ACP

    By Guest Factster, August 3, 2001
    • 14 replies
    • 3.8k views
    • 
    • Guest
    • March 15, 2002

18. PTE 2002-51 notice to interested persons

    By Guest TinaThornton, September 14, 2005
    • 2 replies
    • 3.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 14, 2005

19. TPA Necessary for a Solo(K)?

    By Guest snmhanson, December 22, 2014
    • 2 replies
    • 3.8k views
    • 
    • John Feldt ERPA CPC QPA
    • December 23, 2014

20. correcting excess deferrals after April 15

    By K2retire, May 14, 2010
    • 7 replies
    • 3.8k views
    • 
    • 401 Chaos
    • February 11, 2013

21. Otherwise excludable

    By cdavis25, February 27, 2018
    • 4 replies
    • 3.8k views
    • 
    • cdavis25
    • February 27, 2018

22. Quitting to roll over a 401k

    By Guest mlmarvin, December 9, 2005
    • 15 replies
    • 3.8k views
    • 
    • dmwe
    • December 15, 2005

23. "Mistake of Fact"

    By thepensionmaven, May 2, 2018
    • 11 replies
    • 3.8k views
    • 
    • thepensionmaven
    • May 3, 2018

24. Due Date for Profit Sharing Contributions to be Deductible (September 15?)

    By metsfan026, August 28, 2024
    • 4 replies
    • 3.8k views
    • 
    • Bri
    • September 9, 2024

25. top heavy to keys

    By cdavis25, April 2, 2014
    • 27 replies
    • 3.8k views
    • 
    • cdavis25
    • April 14, 2014

26. Bankruptcy qualify for hardship withdrawal?

    By Guest jusducki, July 24, 2007
    • 2 replies
    • 3.8k views
    • 
    • 401_4_ever
    • July 24, 2007

27. Is the annual limit prorated in a money purchase pension plan for a sh

    By Guest Tara Curran, January 27, 2001
    • 22 replies
    • 3.8k views
    • 
    • Tom Poje
    • March 15, 2002

28. 100% Deferral

    By BTG, September 20, 2016
    • 6 replies
    • 3.8k views
    • 
    • BTG
    • September 20, 2016

29. Safe Harbor Match "True UP"?

    By rodin011, June 22, 2009
    • 3 replies
    • 3.8k views
    • 
    • Blinky the 3-eyed Fish
    • June 22, 2009

30. Deferrals from Guaranteed Payments

    By jkharvey, October 22, 2008
    • 5 replies
    • 3.8k views
    • 
    • Bird
    • October 23, 2008

31. Hardship Suspension Period

    By ERISA25, July 12, 2012
    • 5 replies
    • 3.8k views
    • 
    • ETA Consulting LLC
    • July 12, 2012

32. ACP Safe Harbor hardship withdrawal

    By PMC, May 21, 2008
    • 3 replies
    • 3.8k views
    • 
    • Tom Poje
    • May 27, 2008

33. SECURE ACT - LTPT Employees

    By 52626, July 19, 2023
    • 25 replies
    • 3.8k views
    • 
    • Barbara
    • October 18, 2023

34. Spousal Consent + RMD

    By metsfan026, March 23, 2022
    • 8 replies
    • 3.8k views
    • 
    • bito'money
    • March 28, 2022

35. ADP ACP testing and comp used in test

    By John Feldt ERPA CPC QPA, February 28, 2011
    • 3 replies
    • 3.8k views
    • 
    • BG5150
    • March 1, 2011

36. 401k forced distribution to pay child support

    By Guest jani, July 3, 2006
    • 8 replies
    • 3.8k views
    • 
    • Locust
    • July 19, 2006

37. An Oldie but Goodie: severance pay as a source of 401(k) deferrals

    By Guest erisafried, May 2, 2005
    • 9 replies
    • 3.8k views
    • 
    • Guest
    • May 5, 2005

38. Compensation

    By Guest kgsingletary, April 17, 2003
    • 2 replies
    • 3.8k views
    • 
    • AmyR
    • December 9, 2009

39. Auto enrollment to Roth 401(k)

    By JRN, September 22, 2016
    • 21 replies
    • 3.8k views
    • 
    • TPAJake
    • October 5, 2016

40. ADP Testing Method Amendment ?

    By Leopurrd, February 27, 2006
    • 12 replies
    • 3.8k views
    • 
    • rcline46
    • March 5, 2006

41. Ineligible to participate in 401k because of unionization

    By erisa_novice, March 21, 2019
    • 9 replies
    • 3.8k views
    • 
    • FPGuy
    • March 22, 2019

42. Controlled Group - Spousal Attribution

    By LANDO, May 10, 2018   

    • controlled group
    • 401(k)
    • (and 1 more)

      Tagged with:

      • controlled group
      • 401(k)
      • spousal attribution
    • 8 replies
    • 3.8k views
    • 
    • JamesK
    • May 12, 2018

43. Failing ADP test: Want to use QMAC contribution (allocated to only those that deferred). Relius doesn't calculate: Any suggestions?

    By Guest DIGMYDOG, August 6, 2004
    • 3 replies
    • 3.8k views
    • 
    • Tom Poje
    • August 9, 2004

44. LRM's on SH's and Forfeitures

    By austin3515, October 19, 2011
    • 16 replies
    • 3.8k views
    • 
    • K2retire
    • October 20, 2011

45. Fees to former participants

    By ombskid, July 20, 2015
    • 8 replies
    • 3.8k views
    • 
    • Francis
    • November 20, 2021

46. 401k Offshore processing

    By Guest JohnXXXX, August 28, 2002
    • 13 replies
    • 3.8k views
    • 
    • BFree
    • September 4, 2002

47. Attributable match question...

    By jaemmons, February 23, 2005
    • 6 replies
    • 3.8k views
    • 
    • Bird
    • February 24, 2005

48. Do voluntary aftertax contributions count toward 402(g) limit?

    By Jim Chad, April 10, 2014
    • 5 replies
    • 3.8k views
    • 
    • MWeddell
    • June 11, 2014

49. Loan Default Prohibited Transaction?

    By Guest NiceGuyMike46205, March 16, 2006
    • 11 replies
    • 3.8k views
    • 
    • Guest
    • March 27, 2006

50. Super Top Heavy

    By austin3515, December 18, 2002
    • 5 replies
    • 3.8k views
    • 
    • austin3515
    • December 18, 2002