401(k) Plans

19,275 topics in this forum

1. loan payments

   By JKW, October 27, 2010
   • 1 reply
   • 881 views
   • 
   • QDROphile
   • October 27, 2010

2. Affordable Care Act Ins Prem Refunds Count as Plan Compensation?

   By cheersmate, March 18, 2019   

   • insurance premium refunds
   • plan compensation
   • (and 1 more)

     Tagged with:

     • insurance premium refunds
     • plan compensation
     • affordable care act
   • 4 replies
   • 881 views
   • 
   • CuseFan
   • March 20, 2019

3. Can a Safe Harbor Non Elective Plan still be exempt from testing if they contribute more than 3%?

   By dragondon, May 19, 2023
   • 2 replies
   • 881 views
   • 
   • C. B. Zeller
   • May 20, 2023

4. Current MAtching Trend

   By Guest Spock, October 29, 2009
   • 1 reply
   • 881 views
   • 
   • PensionPro
   • October 29, 2009

5. Puerto Rico Compensation

   By Doghouse, February 1, 2018
   • 6 replies
   • 880 views
   • 
   • Doghouse
   • February 5, 2018

6. Puerto Rico Participants

   By Randy Watson, May 26, 2011
   • 0 replies
   • 880 views
   • 
   • Randy Watson
   • May 26, 2011

7. 401(k) shown on W2

   By archy22, June 13, 2015   

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

8. Forfeiture Account

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

9. Deadline for form 5500/5558

   By KevinMc, July 28, 2022
   • 2 replies
   • 880 views
   • 
   • Peter Gulia
   • July 8, 2024

10. Compensation ratio test and rate group test

    By tghooper, January 16, 2019
    • 3 replies
    • 880 views
    • 
    • tghooper
    • January 17, 2019

11. ADP and ACP Testing

    By JRN, October 27, 2010
    • 0 replies
    • 880 views
    • 
    • JRN
    • October 27, 2010

12. SARSEP has failed ADP for 2010

    By Guest sugar daddy, February 28, 2011
    • 0 replies
    • 880 views
    • 
    • Guest
    • February 28, 2011

13. Can the annual 401(k) match be paid say June 30 in the year following the plan year?

    By Cardscrazy, February 24, 2023   

    • 401(k) plans
    • matching contributions
    • 7 replies
    • 880 views
    • 
    • MWeddell
    • March 22, 2023

14. PLLC and Bonus after Plan Year End

    By msmith, December 8, 2016
    • 4 replies
    • 880 views
    • 
    • austin3515
    • December 11, 2016

15. Exclusion of Collectively Bargained Employees - CBA not finalized

    By holdco, November 26, 2012
    • 0 replies
    • 879 views
    • 
    • holdco
    • November 26, 2012

16. PPA Question re: Default Investments

    By Guest GoldenBear03, February 27, 2007
    • 0 replies
    • 879 views
    • 
    • Guest
    • February 27, 2007

17. 1099-R Code for Qualified Disaster Recovery Distributions

    By Gruegen, August 26, 2024
    • 1 reply
    • 879 views
    • 
    • Paul I
    • August 26, 2024

18. PC now an LLP

    By ratherbereading, December 27, 2017
    • 5 replies
    • 879 views
    • 
    • ratherbereading
    • December 29, 2017

19. Target Date Funds as QDIA

    By SFSD, March 6, 2014
    • 3 replies
    • 879 views
    • 
    • SFSD
    • March 6, 2014

20. List of Modifications for Interim Doc?

    By Randy Watson, April 19, 2010
    • 0 replies
    • 879 views
    • 
    • Randy Watson
    • April 19, 2010

21. Is this match ok, or is additional testing needed

    By jkharvey, March 11, 2012
    • 2 replies
    • 879 views
    • 
    • movedon
    • March 13, 2012

22. LTPT, 401(k) only for now

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

23. Money Purchase to 401(k)

    By rcline46, February 2, 2015
    • 1 reply
    • 878 views
    • 
    • jpod
    • February 2, 2015

24. Trend analysis of plan amendments

    By Guest ntmmn, March 24, 2004
    • 0 replies
    • 878 views
    • 
    • Guest
    • March 24, 2004

25. Contribution up to 100 % of comp?

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

26. Improper Allocation

    By thepensionmaven, April 10, 2020
    • 4 replies
    • 878 views
    • 
    • Larry Starr
    • April 11, 2020

27. Self-employed compensation calculation

    By bevfair, February 24, 2017
    • 7 replies
    • 878 views
    • 
    • bevfair
    • February 28, 2017

28. Definition of "reasonable" fee in context of automatic rollovers

    By Guest Oscar2, July 12, 2005
    • 0 replies
    • 878 views
    • 
    • Guest
    • July 12, 2005

29. Profit Sharing Plan

    By Guest elang, January 31, 2012
    • 2 replies
    • 878 views
    • 
    • Bird
    • February 1, 2012

30. Affiliated Service Group?

    By Craig Garner, February 2, 2024
    • 3 replies
    • 878 views
    • 
    • CuseFan
    • February 5, 2024

31. New Plan - Prior Service

    By HafnerN1, January 31, 2017   

    • 401(k)
    • 2 replies
    • 877 views
    • 
    • Belgarath
    • January 31, 2017

32. Removing last day provision for lay off employees

    By justatester, November 7, 2014
    • 0 replies
    • 877 views
    • 
    • justatester
    • November 7, 2014

33. 414(s) compensation

    By Guest MJ1, January 25, 2011
    • 1 reply
    • 877 views
    • 
    • Guest
    • January 25, 2011

34. 401k VFCP excel calculator

    By PathFinder111, April 23   

    • vfcp
    • 0 replies
    • 876 views
    • 
    • PathFinder111
    • April 23

35. Overtime rules/ 414(s)

    By bmore1147, October 20, 2016   

    • overtime
    • 401k
    • (and 3 more)

      Tagged with:

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

36. Excess distribution and 1099?

    By Dennis Povloski, May 2, 2011
    • 2 replies
    • 876 views
    • 
    • Dennis Povloski
    • May 2, 2011

37. Amending a Safe Harbor Plan to change In Plan Roth Rollover Provisions

    By HarleyBabe, May 7, 2019
    • 4 replies
    • 876 views
    • 
    • HarleyBabe
    • May 14, 2019

38. Lincoln National Life Insurance Prototype Document

    By blue, May 12, 2009
    • 0 replies
    • 876 views
    • 
    • blue
    • May 12, 2009

39. Blowing up a SIMPLE 401(k)

    By Flyboyjohn, March 20, 2013
    • 0 replies
    • 875 views
    • 
    • Flyboyjohn
    • March 20, 2013

40. Crediting Prior Service - Catchall Language

    By Phlyers, October 17, 2018   

    • eligibility
    • vesting
    • 5 replies
    • 875 views
    • 
    • Larry Starr
    • October 23, 2018

41. Safe Harbor matching plan

    By Belgarath, May 2, 2011
    • 1 reply
    • 875 views
    • 
    • GMK
    • May 2, 2011

42. Safe harbor employer 3% match never applied by pension plan sponsor to three terminated employees.

    By carolb23, December 22, 2016   

    • Unpaid funds from safe harbor
    • 5 replies
    • 875 views
    • 
    • ESOP Guy
    • December 27, 2016

43. Berman v. Estee Lauder

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

44. 401k match contribution for deceased employee on retro pay

    By sbuck, January 14, 2022
    • 2 replies
    • 875 views
    • 
    • sbuck
    • January 18, 2022

45. Participant Fee Disclosures

    By austin3515, June 16, 2011
    • 1 reply
    • 875 views
    • 
    • austin3515
    • June 16, 2011

46. Refund of excess commissions paid

    By pensionlife, May 19, 2015   

    • commission error
    • 1 reply
    • 875 views
    • 
    • QDROphile
    • May 19, 2015

47. Gross up a partner's earned income by after-tax employee contributions?

    By Will.I.Am, February 12, 2022
    • 10 replies
    • 874 views
    • 
    • Bri
    • February 15, 2022

48. Distributions to Estate

    By ERISA25, September 1, 2014
    • 1 reply
    • 874 views
    • 
    • GMK
    • September 2, 2014

49. Simple RMD Question

    By newplananalyst, February 6, 2015
    • 2 replies
    • 874 views
    • 
    • My 2 cents
    • February 11, 2015

50. Help with Form 5300

    By fiona1, December 4, 2009
    • 0 replies
    • 874 views
    • 
    • fiona1
    • December 4, 2009