401(k) Plans

19,321 topics in this forum

1. Forfeiture of match and re-allocation

   By buckaroo, January 25, 2005
   • 1 reply
   • 1.4k views
   • 
   • FundeK
   • January 25, 2005

2. Assets of Multiple Employer Plan prevented from leaving

   By Guest Iwonder, January 7, 2008
   • 1 reply
   • 1.3k views
   • 
   • Jean
   • January 8, 2008

3. Safe Harbor Plan with only the owners deferring

   By Guest EPS2, March 11, 2008
   • 1 reply
   • 1k views
   • 
   • Kimberly S
   • March 11, 2008

4. Controlled Groups

   By Guest Erin W, March 23, 2011
   • 1 reply
   • 1.5k views
   • 
   • ETA Consulting LLC
   • March 28, 2011

5. Gateway Minimum

   By LMD1, November 17, 2014
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • November 17, 2014

6. Successor Plan

   By John Feldt ERPA CPC QPA, January 19, 2015   

   • Successor Plan
   • 1 reply
   • 1.2k views
   • 
   • Bird
   • January 20, 2015

7. No compensation and 401(a)(4)

   By 30Rock, March 10, 2015
   • 1 reply
   • 936 views
   • 
   • Lou S.
   • March 10, 2015

8. Electronic Distribution of Fund Change Notice

   By 52626, March 8, 2017
   • 1 reply
   • 551 views
   • 
   • RatherBeGolfing
   • March 8, 2017

9. 401k Hardship Suspension Period and Restarting Deferrals

   By cheersmate, January 21, 2019   

   • hardship distribution
   • restarting 401k deferral contributions
   • 1 reply
   • 743 views
   • 
   • Doc Ument
   • January 23, 2019

10. Non Calendar Year Safe Harbor 401(k)

    By Guest SPollock, February 9, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 9, 1999

11. 415 limit for 2 DC Plans

    By KJohnson, November 16, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 16, 1999

12. ADP & ACP testing excluding under 1 year of service and under age

    By Guest AngelQ, February 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 28, 2000

13. tricky end of year pay for possible HCE

    By TPApril, September 24, 2024
    • 1 reply
    • 398 views
    • 
    • Bill Presson
    • September 24, 2024

14. Average Vesting Period for Small Businesses

    By Guest Mae Behm, February 23, 2001
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • February 23, 2001

15. Required Minimum Distributions

    By Guest hitt24, March 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 15, 2001

16. top heavy satisfied by match & Non-Key HCE

    By Earl, October 1, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • October 2, 2002

17. distributable event?

    By wsp, November 7, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 14, 2002

18. 2 companies/2 plans?

    By Guest Michael Anderson, July 28, 2003
    • 1 reply
    • 1.7k views
    • 
    • E as in ERISA
    • July 28, 2003

19. 401(k) Profit Sharing Plan & ESOP Top Heavy Contributions

    By Jilliandiz, October 20, 2003
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • October 20, 2003

20. Hardship distributions for union employees

    By Stevo-PDX, November 11, 2003
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • November 11, 2003

21. Hardship Withdrawal - salary deferrals were not suspended after distribution

    By Guest nps, May 20, 2004
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 26, 2004

22. Participating company gets no discretionary match - employees part of ACP test?

    By Harwood, June 16, 2004
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • June 17, 2004

23. 403(b) rollover to a 401(k) ... OK?

    By Guest Moe Howard2, August 23, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 23, 2004

24. Children, attribution, EZ

    By K-t-F, January 11, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • January 11, 2006

25. 401-k In Service Withdrawal

    By KevinMc, October 21, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 21, 2009

26. QDIA w/ Target DAte Funds

    By austin3515, November 12, 2012
    • 1 reply
    • 1k views
    • 
    • MoJo
    • November 12, 2012

27. SHNEC and Compensation

    By coleboy, January 17, 2018
    • 1 reply
    • 2.1k views
    • 
    • Mr Bagwell
    • January 17, 2018

28. H'ship WD/12-Month Suspension/Stock Options

    By Guest jgferrei, February 8, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 10, 1999

29. Automatic Enrollment (Negative elections)

    By Guest Rich Krahulec, July 16, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 17, 1999

30. non-elective contribution allocation

    By Guest Mike Kimball, November 16, 1999
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • November 16, 1999

31. Top-Heavy compensation when a union employee changes to non-union stat

    By John A, February 28, 2000
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • February 29, 2000

32. Coverage test for 401(m) portion of plan

    By jkharvey, June 20, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • June 21, 2000

33. Early Inclusion of Otherwise Eligible Employee Failures

    By ValerieG11, March 19, 2024
    • 1 reply
    • 802 views
    • 
    • Lou S.
    • March 19, 2024

34. Question for any CPA's out there.

    By Guest LisaPA, February 6, 2001
    • 1 reply
    • 1.6k views
    • 
    • BeckyMiller
    • February 8, 2001

35. Required Minimum Distributions

    By Guest WyrickL, October 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • October 21, 2002

36. Terminated Employee receiving severance pay.

    By Guest Dianne Day, April 6, 2004
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • April 6, 2004

37. ADP test, prior year, 1st year with NHCE

    By Guest crosseyedtester, December 9, 2004
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • December 9, 2004

38. Mid-Year Change in Eligibility

    By Guest KMP, March 12, 2007
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • March 12, 2007

39. Beneficiary

    By Guest JDK, January 7, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • January 8, 2008

40. Relius 16.0

    By Guest ElmiraExpress, March 1, 2011
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • March 1, 2011

41. Record Retention - what and how long?

    By PFranckowiak, September 27, 2011
    • 1 reply
    • 986 views
    • 
    • 12AX7
    • September 27, 2011

42. QNECS on a Corbel prototype style VS

    By Jim Chad, January 27, 2012
    • 1 reply
    • 748 views
    • 
    • Guest
    • January 28, 2012

43. Multiple Matching Formulas

    By LANDO, January 20, 2015   

    • 401K
    • Match
    • 1 reply
    • 2.2k views
    • 
    • Lou S.
    • January 20, 2015

44. 402(g) Excess with Off-Calendar Year Plan

    By Rose, December 16, 2020
    • 1 reply
    • 718 views
    • 
    • Lou S.
    • December 16, 2020

45. Right to Receive Copy of Form 5500-C/R

    By Guest Theresa Irvin, February 11, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 11, 1999

46. Goodbye SEP, hello 401k

    By Guest R. Daestrom, June 12, 2003
    • 1 reply
    • 1.4k views
    • 
    • goldtpa
    • June 13, 2003

47. ACP test

    By Guest bonzo, July 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • July 8, 2003

48. Wandering HCEs in Controlled Group

    By Guest cxs, March 7, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 7, 2005

49. New Comp PS calculation, where K-1 in involved

    By Alex Daisy, March 1, 2011
    • 1 reply
    • 871 views
    • 
    • Jim Chad
    • March 1, 2011

50. Loans and Cure Period

    By Alex Daisy, June 20, 2011
    • 1 reply
    • 2.6k views
    • 
    • Bird
    • June 20, 2011