401(k) Plans

19,337 topics in this forum

1. Permissive top heavy aggregation (union ees?)

   By Dawn Hafner, July 20, 2000
   • 6 replies
   • 3.9k views
   • 
   • MWeddell
   • July 24, 2000

2. Can maximum statutory entry date rules be applied in running ADP test,

   By Guest MEGary, November 17, 1999
   • 5 replies
   • 3.9k views
   • 
   • Earl
   • December 2, 1999

3. Form EBS-1

   By Guest Laura Millwood, November 9, 1998
   • 2 replies
   • 3.9k views
   • 
   • Guest
   • November 10, 1998

4. EMPLOYEE DEFERRALS SENT TWICE

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

5. top heavy to keys

   By cdavis25, April 2, 2014
   • 27 replies
   • 3.9k views
   • 
   • cdavis25
   • April 14, 2014

6. Otherwise Excludable Employees on ADP Test

   By ratherbereading, May 11, 2018   

   • 401k test; excludable ees
   • 13 replies
   • 3.9k views
   • 
   • Tom Poje
   • February 19, 2019

7. Bankruptcy qualify for hardship withdrawal?

   By Guest jusducki, July 24, 2007
   • 2 replies
   • 3.9k views
   • 
   • 401_4_ever
   • July 24, 2007

8. 402(g) excess - two jobs

   By pmacduff, February 1, 2019
   • 10 replies
   • 3.9k views
   • 
   • Mike Preston
   • February 4, 2019

9. Amending eligibility to a longer wait in a 401(k) Plan

   By Guest TracyAndrews, March 1, 2004
   • 13 replies
   • 3.9k views
   • 
   • Blinky the 3-eyed Fish
   • March 3, 2004

10. Deferrals from Guaranteed Payments

    By jkharvey, October 22, 2008
    • 5 replies
    • 3.9k views
    • 
    • Bird
    • October 23, 2008

11. Docusign for Plan documents

    By austin3515, August 10, 2017
    • 19 replies
    • 3.9k views
    • 
    • Peter Gulia
    • August 11, 2017

12. ADP ACP testing and comp used in test

    By John Feldt ERPA CPC QPA, February 28, 2011
    • 3 replies
    • 3.9k views
    • 
    • BG5150
    • March 1, 2011

13. Safe Harbor Mid Year Plan Merger

    By PMC, May 3, 2006
    • 11 replies
    • 3.9k views
    • 
    • PMC
    • May 4, 2006

14. Tax treatment of NUA of the employer's stock in a lump sum distributi

    By Guest kazand, November 6, 2000
    • 3 replies
    • 3.9k views
    • 
    • Mary Kay Foss
    • November 7, 2000

15. Employer won't contribute pre-tax from bonus?

    By Guest goddude, February 15, 2008
    • 4 replies
    • 3.9k views
    • 
    • masteff
    • February 15, 2008

16. 410(b) Failsafe

    By Lori Foresz, July 20, 2005
    • 7 replies
    • 3.9k views
    • 
    • kgr12
    • September 12, 2013

17. 401k forced distribution to pay child support

    By Guest jani, July 3, 2006
    • 8 replies
    • 3.9k views
    • 
    • Locust
    • July 19, 2006

18. DOL Letters on Late Contributions

    By austin3515, October 7, 2016
    • 21 replies
    • 3.9k views
    • 
    • Doghouse
    • October 24, 2016

19. Deferrals and safe harbor contributions on car allowances

    By Guest maddie, August 27, 2002
    • 1 reply
    • 3.9k views
    • 
    • jaemmons
    • August 27, 2002

20. Quitting to roll over a 401k

    By Guest mlmarvin, December 9, 2005
    • 15 replies
    • 3.9k views
    • 
    • dmwe
    • December 15, 2005

21. Non-elective safe harbor contribution for newly eligible employee

    By Guest cereader, February 20, 2010
    • 6 replies
    • 3.9k views
    • 
    • Guest
    • February 22, 2010

22. 3508 Direct Sellers

    By ldr, March 31, 2020   

    • compensation
    • participation
    • (and 1 more)

      Tagged with:

      • compensation
      • participation
      • deferrals
    • 12 replies
    • 3.9k views
    • 
    • ldr
    • April 7, 2020

23. Enrolled against will

    By Dug29, March 10, 2023
    • 6 replies
    • 3.9k views
    • 
    • MWeddell
    • March 22, 2023

24. Saver's Credit/Sample Employee Notice - what does the first example me

    By Guest gaham, January 8, 2002
    • 15 replies
    • 3.9k views
    • 
    • Guest
    • January 8, 2003

25. Deduct Profit Sharing Contributions After Filing Personal Tax Returns

    By YankeeFan, April 14, 2015
    • 4 replies
    • 3.9k views
    • 
    • jpod
    • April 14, 2015

26. "Mistake of Fact"

    By thepensionmaven, May 2, 2018
    • 11 replies
    • 3.9k views
    • 
    • thepensionmaven
    • May 3, 2018

27. 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

28. 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

29. Roth Profit Sharing Plans?

    By DPSRich, December 15, 2018
    • 11 replies
    • 3.9k views
    • 
    • AndyH
    • December 20, 2018

30. Corrective Contributions and 402(g) Limit

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

31. 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

32. Otherwise excludable

    By cdavis25, February 27, 2018
    • 4 replies
    • 3.9k views
    • 
    • cdavis25
    • February 27, 2018

33. EGTRRA - Catchup contributions -- ADP / ACP

    By Guest Factster, August 3, 2001
    • 14 replies
    • 3.9k views
    • 
    • Guest
    • March 15, 2002

34. Amending the Profit Sharing feature of a SH Plan

    By Barbara, October 25, 2018
    • 8 replies
    • 3.9k views
    • 
    • Kevin C
    • October 31, 2018

35. 401k Offshore processing

    By Guest JohnXXXX, August 28, 2002
    • 13 replies
    • 3.9k views
    • 
    • BFree
    • September 4, 2002

36. EIN Number for Form 5500

    By Stash026, December 18, 2020
    • 3 replies
    • 3.9k views
    • 
    • BobbyV
    • December 22, 2020

37. Top Heavy Vesting

    By New2EB, October 29, 2015
    • 14 replies
    • 3.9k views
    • 
    • Belgarath
    • November 10, 2015

38. Integrating Deemed Roth IRAs into 401k Plans

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

39. 401k profitshare allocation in an unequal partnership

    By N. Wood, February 23, 2016   

    • 401k
    • solo401k
    • (and 2 more)

      Tagged with:

      • 401k
      • solo401k
      • partnership
      • profit sharing
    • 22 replies
    • 3.9k views
    • 
    • Bird
    • February 24, 2016

40. Quick Eligibility Question

    By Guest carsonv, March 11, 2005
    • 17 replies
    • 3.9k views
    • 
    • GBurns
    • March 17, 2005

41. 415 Excess Contribution, 401(k) and Safe Harbor Match

    By imchipbrown, January 29, 2018
    • 14 replies
    • 3.9k views
    • 
    • imchipbrown
    • February 8, 2018

42. Using Negative Contributions to Correct Excess Deferrals

    By 401 Chaos, November 19, 2018
    • 7 replies
    • 3.9k views
    • 
    • CJ Allen
    • November 20, 2018

43. correcting excess deferrals after April 15

    By K2retire, May 14, 2010
    • 7 replies
    • 3.9k views
    • 
    • 401 Chaos
    • February 11, 2013

44. PTE 2002-51 notice to interested persons

    By Guest TinaThornton, September 14, 2005
    • 2 replies
    • 3.9k views
    • 
    • Blinky the 3-eyed Fish
    • September 14, 2005

45. another excess deferral question

    By TPAnnie, February 5, 2009
    • 17 replies
    • 3.9k views
    • 
    • Guest
    • February 12, 2009

46. Early 90's Participant

    By austin3515, February 23, 2016
    • 43 replies
    • 3.9k views
    • 
    • MoJo
    • February 26, 2016

47. LRM's on SH's and Forfeitures

    By austin3515, October 19, 2011
    • 16 replies
    • 3.9k views
    • 
    • K2retire
    • October 20, 2011

48. Leased employees

    By k man, January 31, 2005
    • 12 replies
    • 3.9k views
    • 
    • Guest
    • February 3, 2005

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

    By Guest Tara Curran, January 27, 2001
    • 22 replies
    • 3.9k views
    • 
    • Tom Poje
    • March 15, 2002

50. Attributable match question...

    By jaemmons, February 23, 2005
    • 6 replies
    • 3.9k views
    • 
    • Bird
    • February 24, 2005