401(k) Plans

19,321 topics in this forum

1. Easy Question - I'm Really Slow Today

   By Madison71, December 10, 2009
   • 1 reply
   • 1k views
   • 
   • Mike Preston
   • December 10, 2009

2. Late ADP Refund ?

   By Guest jvandyke, June 28, 2010
   • 1 reply
   • 1.8k views
   • 
   • austin3515
   • June 30, 2010

3. Auto Enrollment

   By Guest Celtics, April 11, 2014   

   • Amendment to add auto enroll
   • 1 reply
   • 840 views
   • 
   • justanotheradmin
   • April 11, 2014

4. Controlled Group - Family Attribution

   By commishvp, April 20, 2015
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • April 21, 2015

5. leased employees vs. 6-month eligibility

   By AlbanyConsultant, March 11, 2016
   • 1 reply
   • 896 views
   • 
   • Belgarath
   • March 11, 2016

6. 2% Shareholder Insurance Premium and Plan Compensation

   By Christopher Wilson, May 11, 2022
   • 1 reply
   • 591 views
   • 
   • Nate S
   • May 13, 2022

7. Disability distribution

   By Guest scm, October 4, 1999
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • October 4, 1999

8. No Accountants Opinion Attached to 5500 - 2022

   By John K, June 28, 2024
   • 1 reply
   • 661 views
   • 
   • Calavera
   • July 1, 2024

9. Vesting to Use for ACP test failure

   By Guest Steve C., July 20, 2001
   • 1 reply
   • 1.7k views
   • 
   • Tom Poje
   • July 20, 2001

10. Design Based Safe Harbors and Top Heavy

    By Guest Michael S. Ouellette, November 21, 2001
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • November 21, 2001

11. Otherwise excludable employees and elapsed time method

    By Guest BJ, February 14, 2003
    • 1 reply
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • February 14, 2003

12. Qualified vs. Non-Qualfied Comparison

    By Guest ChrisF, July 23, 2004
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • July 26, 2004

13. Disaggregation of plan for new employer

    By ccassetty, February 25, 2005
    • 1 reply
    • 1k views
    • 
    • ccassetty
    • March 7, 2005

14. Hardship W/D after a loan

    By blue, July 27, 2005
    • 1 reply
    • 1.4k views
    • 
    • pmacduff
    • July 27, 2005

15. PARTNERS DEFERRED AND HAD A PARTNERSHIP LOSS

    By blue, November 3, 2005
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • November 3, 2005

16. Flat Dollar 401(k)

    By Guest moltengater, August 25, 2006
    • 1 reply
    • 8k views
    • 
    • wsp
    • August 25, 2006

17. 401k Roth refund - taxable portion < $100

    By legort69, February 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • dcoderre
    • March 11, 2008

18. Maximizing HCEs while Minimizing NHCEs

    By Guest NewB, June 24, 2009
    • 1 reply
    • 1.5k views
    • 
    • K2retire
    • June 25, 2009

19. Form 5330 Reporting Excise Tax Due

    By MBCarey, October 20, 2010
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • October 20, 2010

20. Vesting

    By justatester, February 26, 2014   

    • Different Scheduls = BRF?
    • 1 reply
    • 950 views
    • 
    • Lou S.
    • February 26, 2014

21. 25% Cap on Employer Contributions

    By pjbaer, September 7, 2016   

    • 25% Cap on ER contributions
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • September 7, 2016

22. Missed Deferral/SH Match

    By Pammie57, September 19, 2017
    • 1 reply
    • 761 views
    • 
    • WCC
    • September 19, 2017

23. Excess deferrals in a tribal non-ERISA 401(k) plan

    By ldr, May 3, 2021   

    • tribal
    • non-erisa vs. erisa
    • (and 1 more)

      Tagged with:

      • tribal
      • non-erisa vs. erisa
      • 402(g)
    • 1 reply
    • 602 views
    • 
    • ldr
    • May 3, 2021

24. rollovers/top heavy testing

    By Guest jdw, May 19, 1999
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • May 20, 1999

25. Foreign rollover to US Plan

    By Guest Frank Jackson, October 4, 1999
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • October 4, 1999

26. Interested in Trust type 401(k) funding product alternative to variabl

    By Guest J. David Wright, October 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 24, 2000

27. 401k strain

    By Guest PJS, August 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • August 30, 2001

28. 401a plan termination notice

    By Guest byoung, October 20, 2004
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • October 20, 2004

29. termination of safe harbor provisions

    By Guest Jane Freeman, April 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • April 11, 2005

30. Self-correction for exclusion from elective deferrals-ADP

    By Guest TinaThornton, November 3, 2005
    • 1 reply
    • 1.5k views
    • 
    • Archimage
    • November 3, 2005

31. New 401k plan, funds not being deposited into account

    By Guest ironhead1230, August 25, 2006
    • 1 reply
    • 2.8k views
    • 
    • wsp
    • August 25, 2006

32. Discounted Employer Stock

    By Just Me, January 29, 2008
    • 1 reply
    • 954 views
    • 
    • QDROphile
    • January 29, 2008

33. Automatic Escalation

    By Guest Lori Dillingham, February 29, 2008
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 5, 2008

34. Compensation and Deferral Election

    By Dazednconfused, May 5, 2011
    • 1 reply
    • 1k views
    • 
    • GMK
    • May 5, 2011

35. Participant Confirmations

    By Nassau, June 3, 2011
    • 1 reply
    • 1.4k views
    • 
    • EPCRSGuru
    • June 7, 2011

36. 401(k) as Qualified Replacement Plan

    By Doghouse, December 2, 2011
    • 1 reply
    • 2k views
    • 
    • Kevin C
    • December 6, 2011

37. Form 990 T

    By 52626, March 11, 2016
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • March 11, 2016

38. verbage on Hardship distribution forms about restarting deferrals

    By Jim Chad, November 9, 2016
    • 1 reply
    • 638 views
    • 
    • TPAJake
    • November 14, 2016

39. ineligible contributions

    By Guest lidmann, December 17, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • December 17, 1998

40. 2 safe harbor plans in the same plan year

    By cpc0506, July 27, 2022
    • 1 reply
    • 691 views
    • 
    • CuseFan
    • July 27, 2022

41. Form 5500-C/R

    By Guest Theresa, October 4, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 4, 1999

42. 401k and creditors

    By Guest tonys, January 26, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 26, 2000

43. Accelerated Vesting due to EGTRRA

    By Guest Sara H, March 11, 2002
    • 1 reply
    • 1.8k views
    • 
    • Archimage
    • March 11, 2002

44. ERs lifting company stock restrictions?

    By Guest dmj1998, March 26, 2002
    • 1 reply
    • 1.5k views
    • 
    • k man
    • October 22, 2003

45. Catch-Up Contributions In A Failed ADP Test

    By Guest ChopperPilot, March 12, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 12, 2004

46. Rollover a Roth IRA into a 401(k) PSP?

    By doombuggy, January 19, 2005
    • 1 reply
    • 2k views
    • 
    • wmyer
    • January 19, 2005

47. Top Heavy Initial Plan Year - Traditional 401k plan

    By Guest elirpa, November 3, 2005
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • November 3, 2005

48. Testing Failure 2005

    By Guest RIA, February 7, 2007
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • February 7, 2007

49. retain in-service withdrawal right for rollover?

    By Guest IRISH79, March 2, 2007
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 5, 2007

50. Timing of profit sharing contributions in solo 401(k)

    By Guest helpmyretirement, April 24, 2007
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • April 24, 2007