401(k) Plans

19,319 topics in this forum

1. IRA Contribution & 401(k)

   By MGOAdmin, November 15, 2018
   • 4 replies
   • 1.1k views
   • 
   • Appleby
   • November 18, 2018

2. ADP Test - Owner dies

   By pensionnube, November 20, 2014   

   • ADP test off plan year
   • 2 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • November 21, 2014

3. Compensation for former partner who is now a sole proprietor

   By jkharvey, September 8, 2005
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • September 9, 2005

4. Loans against insurance policy in 401k plan

   By jkharvey, September 12, 2013
   • 1 reply
   • 1.1k views
   • 
   • Belgarath
   • September 12, 2013

5. Prohibited Transaction Exemption for Nonmarketable Obligations Issued by Employer Affiliate?

   By ERISAatty, January 7, 2011
   • 0 replies
   • 1.1k views
   • 
   • ERISAatty
   • January 7, 2011

6. health insurance preimums

   By LIBERTYKID, April 23, 2009
   • 1 reply
   • 1.1k views
   • 
   • J Simmons
   • June 7, 2009

7. Exclusion of Eligible EE to Defer

   By Guest saotampa, June 20, 2007
   • 1 reply
   • 1.1k views
   • 
   • Archimage
   • June 21, 2007

8. 401(K) Match Eligibility Based on Scheduled Hours?

   By DayinJune, June 26, 2024
   • 2 replies
   • 1.1k views
   • 
   • Paul I
   • June 26, 2024

9. Safe Harbor 401(k) and After Tax $

   By Guest hyper, November 16, 2004
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • November 16, 2004

10. Easy question - HCE?

    By Guest CCarter, February 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • February 18, 2003

11. non active members of LLC in ADP test

    By Jim Chad, January 9, 2019
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • January 9, 2019

12. Automatic enrollment and immediate elgibility

    By alexa, May 2, 2009
    • 3 replies
    • 1.1k views
    • 
    • PensionPro
    • May 3, 2009

13. Retirement Plan audits for new plans

    By Guest willow, February 10, 2005
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • February 10, 2005

14. Annual addition help

    By SteveH, August 4, 2006
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • August 4, 2006

15. Plan Termination

    By Alex Daisy, July 31, 2009
    • 0 replies
    • 1.1k views
    • 
    • Alex Daisy
    • July 31, 2009

16. Deferral not offerred to eligible employee

    By Jed Macy, June 29, 2015
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • June 30, 2015

17. Individual Brokerage 401k

    By Bruce1, February 6, 2025
    • 13 replies
    • 1.1k views
    • 
    • Paul I
    • February 7, 2025

18. Audit Question?

    By FundeK, July 12, 2004
    • 0 replies
    • 1.1k views
    • 
    • FundeK
    • July 12, 2004

19. Matching contributions

    By Guest jim williams, April 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • April 18, 2003

20. IRS Missing Participant Program

    By preErisa, February 27, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • February 27, 2007

21. accrual of elective deferral

    By thepensionmaven, April 4, 2018   

    • accrual
    • 7 replies
    • 1.1k views
    • 
    • thepensionmaven
    • April 10, 2018

22. Employer Funding Requirements

    By Nassau, October 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • October 19, 2010

23. Hardship withdrawal

    By Guest Ed Walker, April 7, 2003
    • 1 reply
    • 1.1k views
    • 
    • maverick
    • April 7, 2003

24. Discrimination in payment of plan investment fees?

    By Guest blaum8, January 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • January 3, 2003

25. 401(k) and ESOP

    By AJ North, May 29, 2013
    • 2 replies
    • 1.1k views
    • 
    • AJ North
    • May 30, 2013

26. 2005 401k reimbursed to employee that was not eligible

    By Guest akv, November 20, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 20, 2006

27. What To Do With Excess Match Contributions?

    By Guest M00ZIKMAN, February 19, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 19, 2004

28. Participant Fees based on employee classification

    By Benefits 101, February 5, 2021
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • February 5, 2021

29. CARES Act - Optional?

    By Ian, April 1, 2020
    • 11 replies
    • 1.1k views
    • 
    • Ian
    • April 9, 2020

30. Plan restatement

    By Gary, April 22, 2010
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • April 22, 2010

31. Current Availability

    By Tetsuro, June 2, 2004
    • 0 replies
    • 1.1k views
    • 
    • Tetsuro
    • June 2, 2004

32. 401(k) Plan as an offset

    By mphs77, May 27, 2014
    • 2 replies
    • 1.1k views
    • 
    • mphs77
    • May 27, 2014

33. Employer Or Employee Paid Medical Benefits?

    By austin3515, February 13, 2015
    • 4 replies
    • 1.1k views
    • 
    • QDROphile
    • February 13, 2015

34. Correcting Failed 401(m) Ratio % Test

    By Catch22PGM, March 13, 2021   

    • coverage test
    • ratio percent test
    • 4 replies
    • 1.1k views
    • 
    • Catch22PGM
    • March 14, 2021

35. 415 excess

    By justatester, June 3, 2022
    • 9 replies
    • 1.1k views
    • 
    • Nate S
    • June 11, 2022

36. Defaulted loans

    By ratherbereading, May 20, 2021   

    • loan default; deemed distribution
    • 8 replies
    • 1.1k views
    • 
    • BG5150
    • May 21, 2021

37. Determination Letter Question

    By Guest ohioattorney, August 4, 2009
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 4, 2009

38. Epcrs Correction for 3% SH with Non Safe Harbor Match

    By Mr Bagwell, March 8, 2018   

    • epcrs
    • sh non elective
    • (and 1 more)

      Tagged with:

      • epcrs
      • sh non elective
      • match
    • 3 replies
    • 1.1k views
    • 
    • Madison71
    • March 9, 2018

39. HCE Counts for testing

    By Guest enough, April 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 14, 2007

40. adp test with llc owner with negative k-1

    By MR, October 7, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 7, 2003

41. Failed ADP oops it really passed

    By 401KsRme, May 6, 2025
    • 2 replies
    • 1.1k views
    • 
    • 401KsRme
    • May 7, 2025

42. DFVCP

    By Jim Chad, July 30, 2012
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • July 30, 2012

43. withholding on distributions to charities

    By Guest riss@7477, June 29, 2010
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • June 29, 2010

44. Document failure

    By blue, November 16, 2009
    • 2 replies
    • 1.1k views
    • 
    • blue
    • November 17, 2009

45. Where to get an IRA ROTH

    By Guest mlconsumer, October 19, 2009
    • 5 replies
    • 1.1k views
    • 
    • GMK
    • October 20, 2009

46. Plan Termination and Forfeitures

    By 30Rock, February 11, 2025
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • February 11, 2025

47. 0% prior yr NHCE ADP

    By TPApril, May 24, 2024
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • May 24, 2024

48. Corrective Distributions

    By Guest Michael S. Ouellette, May 12, 2003
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • May 12, 2003

49. debit card?

    By Guest LKP, June 28, 2011
    • 3 replies
    • 1k views
    • 
    • GMK
    • June 28, 2011

50. Multiple Employer Plan - Plan Expenses

    By Alex Daisy, October 21, 2014
    • 1 reply
    • 1k views
    • 
    • chc93
    • October 22, 2014