401(k) Plans

19,319 topics in this forum

1. Eligibility issues when going from a SEP to a 401k

   By Guest dubya, June 16, 2004
   • 0 replies
   • 905 views
   • 
   • Guest
   • June 16, 2004

2. Deferrals supposed to be suspended for 12 months after hardship distribution but 4 months after the distribution he starts deferring again; trouble?

   By Guest MNR, September 26, 2003
   • 0 replies
   • 905 views
   • 
   • Guest
   • September 26, 2003

3. SIMPLE IRA transferred into safe harbor 401(k)

   By Guest PES, February 25, 2003
   • 1 reply
   • 905 views
   • 
   • Appleby
   • February 25, 2003

4. Tips

   By Kay K, August 15, 2025
   • 4 replies
   • 905 views
   • 
   • Peter Gulia
   • August 21, 2025

5. Affiliated Service Group

   By austin3515, February 14, 2012
   • 1 reply
   • 904 views
   • 
   • ETA Consulting LLC
   • February 14, 2012

6. 401(k) shown on W2

   By archy22, June 13, 2015   

   • w2
   • 1 reply
   • 904 views
   • 
   • Mike Preston
   • June 15, 2015

7. comp net deferrals... for partners

   By AlbanyConsultant, April 14, 2014
   • 0 replies
   • 904 views
   • 
   • AlbanyConsultant
   • April 14, 2014

8. Two plans better than one?

   By Guest Lawrenceg, March 6, 2007
   • 0 replies
   • 904 views
   • 
   • Guest
   • March 6, 2007

9. Off calendar - compensation to use

   By Pammie57, October 20, 2015
   • 2 replies
   • 904 views
   • 
   • Tom Poje
   • October 21, 2015

10. Leaving an MEP Plan

    By coleboy, February 29, 2016
    • 1 reply
    • 903 views
    • 
    • austin3515
    • March 2, 2016

11. Parent Subidiary issue

    By 52626, July 14, 2014
    • 1 reply
    • 903 views
    • 
    • K2retire
    • July 14, 2014

12. Testing a Safe Harbor 401(k) Plan with a Non-Safe Harbor 401(k) Plan

    By pam@bbm, April 3, 2023
    • 4 replies
    • 903 views
    • 
    • Nate S
    • April 6, 2023

13. Canadian subsidiaries of US corporations

    By k man, April 10, 2014
    • 1 reply
    • 903 views
    • 
    • Guest
    • April 11, 2014

14. Client Guidance in Difficult Times

    By katie58, March 18, 2020
    • 7 replies
    • 903 views
    • 
    • jsample
    • March 18, 2020

15. Form 5330 Excise Tax on late ADP Corrections

    By justatester, June 15, 2020
    • 4 replies
    • 903 views
    • 
    • justatester
    • June 15, 2020

16. Controlled Group Question - Solo 401k

    By Vlad401k, January 19, 2018
    • 4 replies
    • 903 views
    • 
    • Luke Bailey
    • January 22, 2018

17. return of after-tax contribution made lasta year?

    By Guest jy12443, April 10, 2008
    • 0 replies
    • 903 views
    • 
    • Guest
    • April 10, 2008

18. Late deferrals - responsibility & who deposits

    By TPApril, June 27, 2014
    • 3 replies
    • 903 views
    • 
    • ESOP Guy
    • June 30, 2014

19. Who is the beneficiary?

    By ejohnke, January 12, 2023
    • 7 replies
    • 902 views
    • 
    • FormsRstillmylife
    • January 16, 2023

20. Contribution up to 100 % of comp?

    By SSRRS, September 13, 2022
    • 8 replies
    • 902 views
    • 
    • Lou S.
    • September 16, 2022

21. Berman v. Estee Lauder

    By justanotheradmin, June 4, 2020
    • 2 replies
    • 902 views
    • 
    • Patty
    • June 5, 2020

22. Compensation for New Entrants in Initial Short Plan Year

    By JJ, September 21, 2017
    • 3 replies
    • 902 views
    • 
    • Mr Bagwell
    • September 22, 2017

23. Start Up - C Corp.

    By Guest RJM26, May 21, 2013
    • 2 replies
    • 902 views
    • 
    • Guest
    • May 22, 2013

24. January 3, 2014 Paycheck was included in 2013 year

    By Jim Chad, February 27, 2015
    • 3 replies
    • 902 views
    • 
    • Tom Poje
    • February 27, 2015

25. Participant Fee Disclosures

    By austin3515, January 30, 2012
    • 3 replies
    • 902 views
    • 
    • jpod
    • January 30, 2012

26. Rolling over a 403(b) loan to a 401(k)

    By Lori H, March 19, 2010
    • 0 replies
    • 902 views
    • 
    • Lori H
    • March 19, 2010

27. Fixing a failed ADP test

    By dragondon, April 4, 2024
    • 1 reply
    • 901 views
    • 
    • CuseFan
    • April 4, 2024

28. 401 (k)Plan compensation exclusions

    By alexa, September 27, 2020
    • 0 replies
    • 901 views
    • 
    • alexa
    • September 27, 2020

29. Enhanced Safe Harbor Question....

    By shari.sld@gmail.com, November 8, 2016   

    • Enhanced safe harbor
    • match
    • (and 1 more)

      Tagged with:

      • Enhanced safe harbor
      • match
      • testing
    • 1 reply
    • 901 views
    • 
    • BG5150
    • November 8, 2016

30. VFCP Filing for Late Deposts

    By austin3515, September 14, 2016
    • 3 replies
    • 901 views
    • 
    • Doghouse
    • September 14, 2016

31. SECURE Act and Long Term Part-Time Employees

    By ErnieG, January 30, 2020
    • 4 replies
    • 901 views
    • 
    • ErnieG
    • January 31, 2020

32. Plan Terminations

    By austin3515, December 23, 2010
    • 2 replies
    • 901 views
    • 
    • austin3515
    • December 28, 2010

33. Payroll based SH Match deposited late

    By BG5150, April 20, 2021
    • 2 replies
    • 900 views
    • 
    • John Feldt ERPA CPC QPA
    • April 21, 2021

34. New Plan and Disaggregation

    By justatester, February 10, 2012
    • 0 replies
    • 900 views
    • 
    • justatester
    • February 10, 2012

35. Coverage/ADP question

    By fiona1, November 5, 2008
    • 0 replies
    • 900 views
    • 
    • fiona1
    • November 5, 2008

36. Election to Defer "Max. % Permitted Under ADP Test"

    By Christine Roberts, April 30, 2010
    • 1 reply
    • 900 views
    • 
    • austin3515
    • April 30, 2010

37. Successor Plan?

    By Kac1214, April 4, 2018
    • 7 replies
    • 900 views
    • 
    • Luke Bailey
    • April 10, 2018

38. PPA restatement and plan termination question

    By Scuba 401, July 24, 2017
    • 4 replies
    • 900 views
    • 
    • Luke Bailey
    • July 24, 2017

39. American Co that has Canadian satalite office

    By doombuggy, October 20, 2010
    • 1 reply
    • 900 views
    • 
    • QDROphile
    • October 20, 2010

40. ADP

    By Guest elang, April 2, 2012
    • 4 replies
    • 900 views
    • 
    • Guest
    • April 2, 2012

41. Is it a Short Plan Year?

    By Guest Phineas, October 28, 2011
    • 2 replies
    • 900 views
    • 
    • 12AX7
    • October 28, 2011

42. Do your clients get source documents for a hardship claim?

    By Peter Gulia, October 13, 2020   

    • hardship
    • 3 replies
    • 900 views
    • 
    • Ilene Ferenczy
    • October 14, 2020

43. QDIA's

    By austin3515, September 24, 2009
    • 0 replies
    • 900 views
    • 
    • austin3515
    • September 24, 2009

44. Client Retention Rates / Attrition

    By buecker, March 29, 2016   

    • Client Retention
    • Client Attrition
    • 0 replies
    • 900 views
    • 
    • buecker
    • March 29, 2016

45. LTPT, 401(k) only for now

    By Belgarath, August 9, 2023
    • 7 replies
    • 899 views
    • 
    • Peter Gulia
    • August 10, 2023

46. Target Date Funds - Discrimination Rules

    By Guest Tom:, November 15, 2011
    • 2 replies
    • 899 views
    • 
    • Lou S.
    • November 15, 2011

47. Overtime rules/ 414(s)

    By bmore1147, October 20, 2016   

    • overtime
    • 401k
    • (and 3 more)

      Tagged with:

      • overtime
      • 401k
      • testing
      • 414s
      • deferrals
    • 3 replies
    • 899 views
    • 
    • rcline46
    • October 20, 2016

48. Does a recordkeeper inform a plan sponsor about the long-term-part-time provision?

    By Peter Gulia, October 1, 2024
    • 4 replies
    • 899 views
    • 
    • EPCRSGuru
    • October 1, 2024

49. Compensation Issue

    By 52626, May 24, 2024
    • 2 replies
    • 899 views
    • 
    • Luke Bailey
    • May 29, 2024

50. Top Heavy Allocation

    By KevinMc, March 10, 2012
    • 2 replies
    • 899 views
    • 
    • KevinMc
    • March 12, 2012