401(k) Plans

19,275 topics in this forum

1. Excluding Union Members from 401(k) Plan

   By erisa_novice, March 20, 2019   

   • union workers
   • exclusions
   • 1 reply
   • 973 views
   • 
   • Mike Preston
   • March 20, 2019

2. 401k with cash balance

   By thepensionmaven, October 10, 2016
   • 3 replies
   • 973 views
   • 
   • TPAJake
   • October 10, 2016

3. Where to submit tax withholding dollars

   By Guest Achilles, November 4, 2009
   • 1 reply
   • 972 views
   • 
   • BG5150
   • November 4, 2009

4. Short First Year Safe Harbor, pro-rate compensation limit?

   By Guest PensionPrincess, November 8, 2010
   • 1 reply
   • 972 views
   • 
   • Lou S.
   • November 8, 2010

5. Safe Harbor as source for Insurance Premium?

   By Kac1214, February 6, 2018   

   • safe harbor
   • insurance premium
   • 5 replies
   • 972 views
   • 
   • Bird
   • February 7, 2018

6. 12 month due date of match contribution

   By Jim Chad, January 11, 2010
   • 2 replies
   • 972 views
   • 
   • Jim Chad
   • January 12, 2010

7. new safe harbor 401k

   By Guest LTurner, August 28, 2003
   • 0 replies
   • 972 views
   • 
   • Guest
   • August 28, 2003

8. QNEC and QMAC vs nonelective contributions

   By dragondon, April 13, 2023
   • 2 replies
   • 972 views
   • 
   • CuseFan
   • April 14, 2023

9. QNEC partially used in ADP test - split for general test?

   By AndrewZ, November 6, 2017
   • 1 reply
   • 972 views
   • 
   • ETA Consulting LLC
   • November 6, 2017

10. Running a ADP/ACP Test beyond 12 Months

    By justatester, October 16, 2009
    • 1 reply
    • 972 views
    • 
    • BG5150
    • October 16, 2009

11. Fiscal Year Catch Up

    By RobN, May 11, 2011
    • 4 replies
    • 972 views
    • 
    • Kevin C
    • May 11, 2011

12. Catch-up and payroll companies

    By K2retire, March 2, 2017
    • 5 replies
    • 972 views
    • 
    • K2retire
    • March 3, 2017

13. Wierd Match

    By PFranckowiak, October 1, 2012
    • 3 replies
    • 972 views
    • 
    • Guest
    • October 2, 2012

14. HCEs work at two locations of car dealership.

    By Tapestry, June 28, 2017   

    • hce
    • 3 replies
    • 972 views
    • 
    • david rigby
    • June 29, 2017

15. 401(K) Plan with IRA money rolled in

    By Guest Mardi Gras, September 13, 2007
    • 1 reply
    • 971 views
    • 
    • masteff
    • September 13, 2007

16. Self-Employed income & contribution limits

    By TPApril, September 24, 2020
    • 5 replies
    • 971 views
    • 
    • BG5150
    • September 25, 2020

17. Top Heavy Minimum

    By Guest lap716, August 18, 2009
    • 1 reply
    • 971 views
    • 
    • PensionPro
    • August 18, 2009

18. SAR

    By 30Rock, April 16, 2014
    • 1 reply
    • 971 views
    • 
    • mming
    • April 21, 2014

19. Plan Sponsor is Ins. Co. making commisisons on investments in the plan

    By jkharvey, September 22, 2009
    • 2 replies
    • 971 views
    • 
    • Ron Snyder
    • September 22, 2009

20. 401 kamounts

    By Guest Dan Shea, March 1, 2013
    • 3 replies
    • 971 views
    • 
    • Guest
    • March 4, 2013

21. Term EE eligibility

    By wifrbr, January 23, 2018
    • 3 replies
    • 971 views
    • 
    • Patricia Neal Jensen
    • January 24, 2018

22. Prevailing wage

    By Evelyn, September 11, 2019
    • 4 replies
    • 971 views
    • 
    • Bill Presson
    • September 12, 2019

23. Summary Plan Description-Poorly Written

    By Guest dsw713, September 17, 2010
    • 3 replies
    • 970 views
    • 
    • Belgarath
    • September 17, 2010

24. Otherwise Excludable EEs question

    By pholosofizer, April 8, 2019
    • 3 replies
    • 970 views
    • 
    • Tom Poje
    • April 9, 2019

25. Dual Eligibility Testing

    By EBECatty, August 31, 2021
    • 5 replies
    • 970 views
    • 
    • EBECatty
    • September 1, 2021

26. 401(k) vs 403(b)

    By Guest michaelraub, January 16, 2003
    • 0 replies
    • 970 views
    • 
    • Guest
    • January 16, 2003

27. A second match formula

    By JKW, June 18, 2015
    • 4 replies
    • 970 views
    • 
    • JKW
    • June 22, 2015

28. Allocations Limited by 415

    By ac, January 18, 2024
    • 5 replies
    • 970 views
    • 
    • ConnieStorer
    • January 19, 2024

29. Revenue Sharing Realloaction Funds to participants

    By Guest cdecastro78, November 10, 2014
    • 2 replies
    • 970 views
    • 
    • chc93
    • November 13, 2014

30. Rule of Parity...Grrrrrrr

    By Just Me, May 17, 2010
    • 1 reply
    • 970 views
    • 
    • Belgarath
    • May 18, 2010

31. conversion to MEP mid year

    By CLE401kGuy, June 9, 2016
    • 1 reply
    • 970 views
    • 
    • CLE401kGuy
    • June 9, 2016

32. Delinquent contributions - large to small plan

    By TPApril, July 10, 2017   

    • use small plan safe harbor?
    • 10 replies
    • 969 views
    • 
    • TPApril
    • July 11, 2017

33. Plan to Plan Transfer? or Possible Self-Correction?

    By ERISA Biker, October 24, 2017
    • 4 replies
    • 969 views
    • 
    • ERISA Biker
    • October 25, 2017

34. 401(k) Plan Aggregation

    By Guest tm3333, February 26, 2014
    • 1 reply
    • 969 views
    • 
    • Tom Poje
    • February 27, 2014

35. Successor Rule if Profit Sharing Doesn't Have a 401(k)?

    By Sue B, May 10, 2021
    • 2 replies
    • 969 views
    • 
    • Mike Preston
    • May 10, 2021

36. Excluded Employees - New Company

    By Guest tbyrd, August 12, 2003
    • 0 replies
    • 969 views
    • 
    • Guest
    • August 12, 2003

37. ACP Testing and match

    By cpc0506, August 30, 2010
    • 1 reply
    • 969 views
    • 
    • fiona1
    • August 30, 2010

38. Contributions sent to wrong account...

    By jquazza, June 2, 2009
    • 1 reply
    • 969 views
    • 
    • J Simmons
    • June 6, 2009

39. How many 401(k) plans have at least $50 million?

    By Peter Gulia, January 18, 2017   

    • market segmentation
    • 5 replies
    • 969 views
    • 
    • Peter Gulia
    • January 19, 2017

40. Roth Conversions

    By 12AX7, December 2, 2010
    • 2 replies
    • 969 views
    • 
    • 12AX7
    • December 2, 2010

41. Average Benefits Testing

    By justatester, March 23, 2010
    • 1 reply
    • 969 views
    • 
    • Mike Preston
    • March 23, 2010

42. Failed ADP test

    By Guest Lil Anderson, March 31, 2011
    • 1 reply
    • 968 views
    • 
    • Lou S.
    • March 31, 2011

43. Business acquisition - separate safe harbor 401k plans

    By Belgarath, May 28, 2015
    • 4 replies
    • 968 views
    • 
    • Belgarath
    • May 28, 2015

44. Must optional testing choices be in plan?

    By Guest hyper, November 7, 2006
    • 0 replies
    • 968 views
    • 
    • Guest
    • November 7, 2006

45. Disaggregate Otherwise-Excludable - 401(a)(4)

    By JesseQG, September 12, 2017
    • 2 replies
    • 968 views
    • 
    • JesseQG
    • September 12, 2017

46. Over Contribution, Eat Up as PS Contribution

    By Basically, March 7, 2024
    • 9 replies
    • 968 views
    • 
    • Basically
    • March 14, 2024

47. Year End True-up - % of total match

    By Ryan L, March 12, 2019
    • 10 replies
    • 968 views
    • 
    • Ryan L
    • March 19, 2019

48. post-death wages

    By AKconsult, January 31, 2011
    • 0 replies
    • 968 views
    • 
    • AKconsult
    • January 31, 2011

49. ASG - Of The Type Historically Performed....

    By Madison71, July 28, 2011
    • 1 reply
    • 968 views
    • 
    • Jim Chad
    • July 29, 2011

50. 401(k) subsequent events disclosure

    By Sara, September 17, 2019
    • 1 reply
    • 967 views
    • 
    • Madison71
    • September 17, 2019