401(k) Plans

19,275 topics in this forum

1. 410b testing

   By Chippy, March 9, 2021
   • 2 replies
   • 684 views
   • 
   • Lou S.
   • March 9, 2021

2. 410b testing

   By Guest terric, April 27, 2004
   • 1 reply
   • 2.1k views
   • 
   • Tom Poje
   • April 27, 2004

3. 411(d)(6)

   By Guest ALittleHelpNeeded, January 19, 2006
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • January 19, 2006

4. 411(d)(6)

   By Guest VEBA Las Vegas, September 7, 2005
   • 1 reply
   • 2k views
   • 
   • Locust
   • September 8, 2005

5. 411(d)(6) - change of timing of a distribution

   By EGB, January 24, 2000
   • 1 reply
   • 1.7k views
   • 
   • Ervin Barham
   • January 28, 2000

6. 411(d)(6) anti-cut back rules-Are disability benefits protected?

   By Guest April J, June 4, 1999
   • 1 reply
   • 5.9k views
   • 
   • Wessex
   • June 4, 1999

7. 411(d)(6) cutback to amend plan that allowed immediate distributions o

   By EGB, March 28, 2000
   • 4 replies
   • 2.5k views
   • 
   • david rigby
   • March 28, 2002

8. 414 & Non-Voting Partnership Interests

   By EBECatty, October 28, 2022
   • 3 replies
   • 1.2k views
   • 
   • Luke Bailey
   • November 1, 2022

9. 414 Compensation testing

   By PFranckowiak, November 12, 2019
   • 0 replies
   • 339 views
   • 
   • PFranckowiak
   • November 12, 2019

10. 414(h) pick up

    By Guest cxs, July 12, 2005
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • July 15, 2005

11. 414(q)(1)(B) HCE definition over time

    By Guest gkaley, September 16, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • September 17, 2002

12. 414(s) and preparticipation compensation

    By LIBERTYKID, May 25, 2016
    • 0 replies
    • 796 views
    • 
    • LIBERTYKID
    • May 25, 2016

13. 414(s) Comp and ACP Testing

    By 12AX7, April 29, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 1, 2009

14. 414(s) Comp Ratio Test

    By emmetttrudy, September 12, 2016
    • 3 replies
    • 5.2k views
    • 
    • Tom Poje
    • September 12, 2016

15. 414(s) Comp Test

    By Guest jae3207, November 14, 2006
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • November 15, 2006

16. 414(s) compensation

    By cdavis25, July 19, 2019
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • July 22, 2019

17. 414(s) Compensation

    By Guest Mike Schwing, January 10, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 14, 2003

18. 414(s) compensation

    By R. Butler, February 19, 2014
    • 2 replies
    • 2.7k views
    • 
    • R. Butler
    • February 21, 2014

19. 414(s) compensation

    By Guest MJ1, January 25, 2011
    • 1 reply
    • 876 views
    • 
    • Guest
    • January 25, 2011

20. 414(s) compensation & short term disability

    By MoShawn, April 3, 2009
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • April 20, 2009

21. 414(s) Compensation and 401(k) Plans

    By Tom Poje, May 26, 1999
    • 13 replies
    • 8.5k views
    • 
    • AndyH
    • December 13, 2001

22. 414(s) compensation and taxable dependent care benefits

    By Guest Yolanda, August 12, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 12, 2011

23. 414(s) Compensation Exclusion for "Fringe Benefits"

    By JRN, July 26, 2024
    • 5 replies
    • 2.3k views
    • 
    • G8Rs
    • July 30, 2024

24. 414(s) compensation for SH, Top Heavy

    By justanotheradmin, October 31, 2013   

    • 414(s)
    • Safe harbor
    • (and 1 more)

      Tagged with:

      • 414(s)
      • Safe harbor
      • top heavy
    • 0 replies
    • 1.8k views
    • 
    • justanotheradmin
    • October 31, 2013

25. 414(s) Compensation from date of deferrals

    By rcline46, February 6, 2006
    • 11 replies
    • 2.4k views
    • 
    • WDIK
    • February 10, 2006

26. 414(s) Compensation Question

    By justatester, November 18, 2010
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 19, 2010

27. 414(s) Compensation Ratio Test

    By buckaroo, June 15, 2018
    • 2 replies
    • 2.3k views
    • 
    • buckaroo
    • June 15, 2018

28. 414(s) Compensation Test on Deferrals

    By Inquiring Mind, March 5, 2024
    • 7 replies
    • 3.3k views
    • 
    • MDCPA
    • March 7, 2024

29. 414(S) Compensation Testing

    By Guest AndreaRyan, December 3, 2012
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • December 3, 2012

30. 414(S) COMPENSATION TESTING

    By Guest MCKEL, January 15, 2008
    • 4 replies
    • 2.4k views
    • 
    • AndyH
    • January 18, 2008

31. 414(s) compensation vs. 415(c)(3) compensation

    By jlea, March 9, 2008
    • 6 replies
    • 10.6k views
    • 
    • zimbo
    • March 10, 2008

32. 414(s) failure

    By Guest CHRISTA, April 1, 2002
    • 4 replies
    • 3.6k views
    • 
    • John A
    • April 4, 2002

33. 414(s) Safe Harbor Exclusions from Compensation

    By 401 Chaos, November 16, 2005
    • 11 replies
    • 12.1k views
    • 
    • Puffinator
    • April 10, 2024

34. 414(s) Test

    By TJ, June 13
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • June 16

35. 414(s) test failures

    By Guest phy401k, October 21, 2009
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • October 21, 2009

36. 414(s) Test in Relius

    By Susan S., August 25, 2011
    • 4 replies
    • 1.5k views
    • 
    • Susan S.
    • August 25, 2011

37. 414(s) Testing

    By justatester, November 24, 2014
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • December 3, 2014

38. 414(s) Testing - ADP/ACP test purposes

    By Guest jae3207, November 11, 2005
    • 1 reply
    • 2.5k views
    • 
    • Tom Poje
    • November 11, 2005

39. 414s

    By justatester, October 4, 2019
    • 4 replies
    • 1.4k views
    • 
    • Doc Ument
    • October 7, 2019

40. 414s Comp and ADP/ACP Tests

    By zimbo, March 9, 2009
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • March 12, 2009

41. 414s Compensation

    By Guest Michele Ciz, October 12, 2010
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • October 12, 2010

42. 414s Compensation Testing

    By justatester, November 26, 2018
    • 1 reply
    • 917 views
    • 
    • Kevin C
    • November 26, 2018

43. 414s fails in a SHM plan

    By AlbanyConsultant, March 4
    • 2 replies
    • 663 views
    • 
    • AlbanyConsultant
    • March 10

44. 414s problem

    By pixmax, December 17, 2009
    • 2 replies
    • 1.1k views
    • 
    • 12AX7
    • December 18, 2009

45. 414s test

    By gregburst, June 24
    • 6 replies
    • 1.1k views
    • 
    • Bri
    • June 27

46. 414s Testing

    By austin3515, September 24, 2018
    • 1 reply
    • 643 views
    • 
    • CuseFan
    • September 26, 2018

47. 414s Testing

    By justatester, January 31, 2013
    • 14 replies
    • 5.3k views
    • 
    • Tom Poje
    • May 15, 2013

48. 414s Testing for Safe Harbor Plans

    By justatester, September 6, 2022
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • September 8, 2022

49. 415 Aggregation

    By Guest merlin, November 6, 2002
    • 2 replies
    • 1.3k views
    • 
    • 2muchstress
    • November 7, 2002

50. 415 allocation Issues

    By VeryOldMan, February 14, 2020   

    • 415 allocation
    • 2 replies
    • 575 views
    • 
    • VeryOldMan
    • February 14, 2020