401(k) Plans

19,275 topics in this forum

1. Can Mistake of Fact be applied to this deferral issue

   By Zimkap, February 22, 2023
   • 4 replies
   • 907 views
   • 
   • Bri
   • February 28, 2023

2. late filer

   By gregburst, December 1, 2016
   • 3 replies
   • 907 views
   • 
   • 401king
   • December 1, 2016

3. VFC - Delinquent Contributions

   By Stash026, April 20, 2021
   • 5 replies
   • 906 views
   • 
   • Stash026
   • April 20, 2021

4. Coverage and BRF

   By justatester, March 31, 2010
   • 1 reply
   • 906 views
   • 
   • Mike Preston
   • March 31, 2010

5. Filing Claim for Refund of PT Excise Tax?

   By Guest ggbrock, September 16, 2008
   • 0 replies
   • 906 views
   • 
   • Guest
   • September 16, 2008

6. PLAN MERGER

   By Logan401, February 5, 2010
   • 0 replies
   • 906 views
   • 
   • Logan401
   • February 5, 2010

7. 401(k) Plans

   By MPLSLAW, January 29, 2012
   • 1 reply
   • 906 views
   • 
   • ETA Consulting LLC
   • January 29, 2012

8. Articles on how compensation level influences the rate deferred

   By Guest SWH, September 30, 2008
   • 0 replies
   • 906 views
   • 
   • Guest
   • September 30, 2008

9. Excess Salary Deferral Contributions

   By Dougsbpc, February 17, 2024
   • 3 replies
   • 905 views
   • 
   • Paul I
   • February 20, 2024

10. 401(k) plans for Household Employees

    By B21, July 13, 2017
    • 3 replies
    • 905 views
    • 
    • Mike Preston
    • July 13, 2017

11. Vesting for an -11(g) Amemdnent

    By austin3515, March 31, 2010
    • 3 replies
    • 905 views
    • 
    • Mike Preston
    • March 31, 2010

12. How many tax laws in last 6 years?

    By Jim Chad, June 9, 2014
    • 3 replies
    • 905 views
    • 
    • Guest
    • June 10, 2014

13. One-to-one ADP correction & top heavy

    By R. Butler, November 7, 2012
    • 0 replies
    • 905 views
    • 
    • R. Butler
    • November 7, 2012

14. Hardship Distribution and Limit on Tax Withholding

    By The 402"(G)", September 22, 2016   

    • hardship
    • tax
    • (and 2 more)

      Tagged with:

      • hardship
      • tax
      • withholding
      • hardship tax
    • 2 replies
    • 905 views
    • 
    • The 402"(G)"
    • September 23, 2016

15. 401k rpoduct/model

    By Guest DU student, June 9, 2008
    • 0 replies
    • 905 views
    • 
    • Guest
    • June 9, 2008

16. End of year amendment to safe harbor 401k

    By Gilmore, December 1, 2017
    • 8 replies
    • 905 views
    • 
    • Gilmore
    • December 1, 2017

17. Documenting EACA mandate exemption

    By QP_Guy, April 18
    • 1 reply
    • 905 views
    • 
    • Belgarath
    • April 18

18. SE Contribution Calculation

    By Basically, January 31, 2022
    • 3 replies
    • 904 views
    • 
    • Basically
    • January 31, 2022

19. LLC Electing to be Taxed as a Corporation

    By jpod, September 6, 2011
    • 1 reply
    • 903 views
    • 
    • jpod
    • September 8, 2011

20. Company Stock Transaction Fees

    By Guest TaraD, July 16, 2003
    • 0 replies
    • 903 views
    • 
    • Guest
    • July 16, 2003

21. Roth not allowed as a catch up

    By TPA Bob, September 4, 2014   

    • Roth 401(k) Catch Up
    • 2 replies
    • 903 views
    • 
    • Kevin C
    • September 5, 2014

22. Doesn't seem right

    By Guest WonderWhy, February 12, 2009
    • 3 replies
    • 903 views
    • 
    • david rigby
    • February 12, 2009

23. ERPA on the Cheap?

    By austin3515, December 15, 2010
    • 1 reply
    • 903 views
    • 
    • david rigby
    • December 16, 2010

24. Shared 401(a) Trust

    By Guest Navigator, January 28, 2008
    • 0 replies
    • 903 views
    • 
    • Guest
    • January 28, 2008

25. BRF testing and vesting

    By 30Rock, May 5, 2010
    • 0 replies
    • 903 views
    • 
    • 30Rock
    • May 5, 2010

26. What do you think about a requirement to use an automatic-contribution arrangement?

    By Peter Gulia, May 20, 2022   

    • automatic-contribution; automatic enrollment
    • 13 replies
    • 903 views
    • 
    • BenefitJack
    • May 30, 2022

27. Tiered match

    By R. Butler, October 14, 2015
    • 1 reply
    • 903 views
    • 
    • GMK
    • October 14, 2015

28. Exclude from definition of compensation the amount of any health coverage "buybacks"?

    By austin3515, October 1, 2003
    • 0 replies
    • 903 views
    • 
    • austin3515
    • October 1, 2003

29. BRF Testing

    By justatester, October 12, 2016   

    • Multiple Matches
    • 4 replies
    • 903 views
    • 
    • Doghouse
    • October 12, 2016

30. Payroll glitch causes incorrect deferral/match withholdings

    By bevfair, February 3, 2012
    • 0 replies
    • 903 views
    • 
    • bevfair
    • February 3, 2012

31. Partner - negative earned income but deferral and match

    By Becky Schwing, June 16, 2021
    • 1 reply
    • 902 views
    • 
    • Lou S.
    • June 16, 2021

32. Plan Merger and Elective Contribution Elections

    By CLE401kGuy, December 2, 2015
    • 3 replies
    • 902 views
    • 
    • david rigby
    • December 3, 2015

33. Safe Harbor amended out of Safe Harbor, now wants to amend back in

    By Belgarath, May 1, 2020
    • 7 replies
    • 902 views
    • 
    • msmith
    • May 5, 2020

34. Lifetime income disclosures in 2021 or 2022?

    By EHD, November 3, 2020
    • 1 reply
    • 902 views
    • 
    • Peter Gulia
    • November 3, 2020

35. Loan Policy and Document Restatement

    By cpc0506, July 26, 2013
    • 1 reply
    • 901 views
    • 
    • 12AX7
    • July 27, 2013

36. DAVIS BACON AND VESTING REQS

    By cheersmate, December 21, 2016   

    • Davis Bacon
    • 401k plan
    • 2 replies
    • 901 views
    • 
    • cheersmate
    • December 22, 2016

37. Active Employees Not Contributing

    By khn, September 22, 2022
    • 6 replies
    • 901 views
    • 
    • Roycal
    • September 24, 2022

38. Back Pay Issue - Participant terminated in 2020 before meeting last day requirement for profit share. In 2021 participant is awarded back pay after hearing officer determines a wrongful termination has occurred. How to correct for missed deferral and PSC

    By ERISAQuestions1234, September 3, 2021
    • 2 replies
    • 901 views
    • 
    • Mike Preston
    • October 1, 2021

39. Prohibited Transaction: Loan to DQ person

    By Guest Pennysaver, May 5, 2010
    • 0 replies
    • 901 views
    • 
    • Guest
    • May 5, 2010

40. Monitoring excessive trades

    By Guest W Kelleher, March 6, 2003
    • 0 replies
    • 901 views
    • 
    • Guest
    • March 6, 2003

41. ACP Calculation for Discretionary Match stopped mid year

    By ERISAGal, April 23, 2020
    • 2 replies
    • 901 views
    • 
    • Larry Starr
    • April 23, 2020

42. ADP Test - Potential Catch-up Contributions in Multiple Plans

    By PensionPro, July 20, 2021
    • 8 replies
    • 901 views
    • 
    • JackS
    • July 23, 2021

43. Contribution Deduction Limit for Self Employed Cross Tested

    By jkharvey, March 23, 2011
    • 0 replies
    • 901 views
    • 
    • jkharvey
    • March 23, 2011

44. New Plan delays 401k start, match on what comp

    By TPApril, May 7, 2023
    • 10 replies
    • 901 views
    • 
    • Paul I
    • May 8, 2023

45. Removing life insurance feature

    By Guest Schitze32, September 12, 2013
    • 3 replies
    • 900 views
    • 
    • Guest
    • September 13, 2013

46. control group

    By Guest beach, July 5, 2011
    • 1 reply
    • 900 views
    • 
    • Tom Poje
    • July 6, 2011

47. Late Employer Contribution to 401(k) Plan

    By rblum50, May 12, 2022
    • 3 replies
    • 900 views
    • 
    • Lou S.
    • May 12, 2022

48. Simple Controlled Group Question

    By ac, October 1, 2013
    • 2 replies
    • 900 views
    • 
    • 12AX7
    • October 1, 2013

49. Employee using another's SS

    By cpc0506, November 8, 2012
    • 5 replies
    • 900 views
    • 
    • ESOP Guy
    • November 9, 2012

50. Comparitive Statements

    By Guest EWESTENBERGER, July 7, 2009
    • 0 replies
    • 900 views
    • 
    • Guest
    • July 7, 2009