401(k) Plans

19,321 topics in this forum

1. Business Acquisition and SH 401(k) Plan

   By Dougsbpc, June 4, 2014
   • 1 reply
   • 995 views
   • 
   • lalaland
   • June 4, 2014

2. Blackout Notice

   By jeff77, September 8, 2016
   • 1 reply
   • 579 views
   • 
   • Lou S.
   • September 8, 2016

3. 401(k) deferral understated

   By poisnivey, April 18, 2019   

   • 401k
   • deferrals
   • (and 3 more)

     Tagged with:

     • 401k
     • deferrals
     • correction method
     • correction
     • contribution
   • 1 reply
   • 707 views
   • 
   • justanotheradmin
   • April 18, 2019

4. 25% increase in Profit Sharing plan

   By FJR, May 23, 2002
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • May 23, 2002

5. Failed ADP Test

   By goldtpa, March 1, 2004
   • 1 reply
   • 1.9k views
   • 
   • jquazza
   • March 1, 2004

6. hardship availability; do diversification and other inservice withdrawals affect hardship availability?

   By Guest pamplatt, November 3, 2005
   • 1 reply
   • 1.6k views
   • 
   • Alf
   • November 3, 2005

7. compensation definition

   By Guest JohnSB, October 19, 2007
   • 1 reply
   • 1k views
   • 
   • Guest
   • October 19, 2007

8. Forfeiture Account

   By PensionPro, March 28, 2012
   • 1 reply
   • 892 views
   • 
   • ESOP Guy
   • March 28, 2012

9. post year contribution correction

   By WCC, January 5, 2017
   • 1 reply
   • 499 views
   • 
   • Bird
   • January 5, 2017

10. Status of IRS Determination Letters for Prototypes

    By Guest Mark Manning, October 5, 1999
    • 1 reply
    • 1.7k views
    • 
    • Wessex
    • October 6, 1999

11. Can participants minimize their taxes when taking MRD's?

    By Guest Rob Walter, October 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • October 13, 2000

12. Tax liability on Deceased unpaid loan

    By Guest Josh Hahn, June 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Medusa
    • June 6, 2001

13. 401k Loan Default then Repayment

    By Guest jhannifan, July 20, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 23, 2001

14. Top Heavy and Forfeiture Allocation

    By Guest Sheryl L, February 21, 2002
    • 1 reply
    • 1.7k views
    • 
    • Medusa
    • February 21, 2002

15. 10% penalty on early withdrawals

    By Guest koolkid, November 2, 2002
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • November 2, 2002

16. plan accepting rollovers

    By FJR, December 30, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 31, 2002

17. Plan Termination

    By Guest jhilliard, June 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • chris
    • June 30, 2003

18. Earned Income Calculation

    By Stevo-PDX, March 22, 2006
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • March 23, 2006

19. In-Service Distributions?

    By Jilliandiz, July 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • July 25, 2007

20. Collectively Bargained Employees and plan features

    By buckaroo, October 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • October 22, 2007

21. QOSA

    By Guest meeh3704, February 17, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • February 17, 2009

22. QACA Mid Year Change?

    By PMC, August 21, 2009
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • August 24, 2009

23. HCE only otherwise excudable for ADP Test

    By Guest padmin, February 21, 2012
    • 1 reply
    • 876 views
    • 
    • ETA Consulting LLC
    • February 21, 2012

24. PPA notice of assets held by plan

    By Jim Chad, June 16, 2015
    • 1 reply
    • 777 views
    • 
    • Bird
    • June 16, 2015

25. Required date for force out

    By Jim Chad, December 26, 2017
    • 1 reply
    • 691 views
    • 
    • ETA Consulting LLC
    • December 26, 2017

26. UK Income

    By MGOAdmin, November 25, 2019   

    • uk
    • forgein
    • (and 2 more)

      Tagged with:

      • uk
      • forgein
      • 401k
      • sep
    • 1 reply
    • 627 views
    • 
    • Luke Bailey
    • November 25, 2019

27. Safe harbor deadlines

    By Guest Ephesian431, October 6, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 6, 1999

28. ACA mid year auto escalation - notice timing?

    By WCC, July 1, 2024
    • 1 reply
    • 476 views
    • 
    • C. B. Zeller
    • July 1, 2024

29. Sole Props wanting 401(k) Plans

    By Guest Michael S. Ouellette, August 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • August 30, 2001

30. Sample Employer Policy on frequency allowing changes to deferrals?

    By Guest JPAdmin, March 26, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 28, 2002

31. exclusion of comp personal and vacation time?

    By k man, July 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • sloble@crowleyfleck.com
    • July 27, 2004

32. 401(k) participant enrollment software

    By Guest mmc, March 21, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 21, 2005

33. 1.410(b)-7(c)(1)

    By lexi, March 27, 2007
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • March 27, 2007

34. profit sharing correction

    By Guest JohnSB, October 19, 2007
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 19, 2007

35. Definition of Compensation in Plan Document

    By Alex Daisy, February 17, 2009
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • February 17, 2009

36. Match based on compensation?

    By Guest sueczer, April 6, 2010
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • April 6, 2010

37. Collateralized Security in 401k

    By goldtpa, April 21, 2015
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • April 21, 2015

38. QDIA Notices and Default Investments

    By Pammie57, November 25, 2015
    • 1 reply
    • 1.3k views
    • 
    • 401king
    • November 25, 2015

39. Fee Disclosures and Corporate Fund Actions

    By pb5350, December 31, 2018
    • 1 reply
    • 550 views
    • 
    • card
    • January 1, 2019

40. Penalty for Y/E match funded after March 15 fails ACP

    By legort69, March 12, 2020
    • 1 reply
    • 488 views
    • 
    • Bri
    • March 12, 2020

41. Tips and safe harbor 401(k) Plan -

    By 52626, April 20, 2020
    • 1 reply
    • 704 views
    • 
    • Kevin C
    • April 21, 2020

42. 401(k) loan deemed distributions as CRDs

    By Ian, August 5, 2020
    • 1 reply
    • 329 views
    • 
    • Ian
    • August 6, 2020

43. Tuition Reimbursement

    By Becky Schwing, December 2, 2020
    • 1 reply
    • 1.4k views
    • 
    • CuseFan
    • December 2, 2020

44. Related Company and Compensation for ADP Test

    By Tom, February 7, 2023
    • 1 reply
    • 579 views
    • 
    • Bill Presson
    • February 7, 2023

45. Full year comp for a safe harbor plan? Two scenarios.

    By Guest, May 11, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 11, 2000

46. Safe Harbor Enhanced Match

    By DP, June 6, 2001
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • June 7, 2001

47. Eligibility for 3% safe harbor

    By pmacduff, January 17, 2003
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • January 17, 2003

48. ADP Testing and Union Employees

    By Guest SCUDDESLER, February 12, 2004
    • 1 reply
    • 4.4k views
    • 
    • KJohnson
    • February 12, 2004

49. Optimal PS Contribution

    By austin3515, April 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • April 12, 2005

50. Loans

    By Guest BruceCM, May 6, 2005
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • May 6, 2005