401(k) Plans

19,319 topics in this forum

1. USERRA

   By Nassau, December 5, 2011
   • 0 replies
   • 892 views
   • 
   • Nassau
   • December 5, 2011

2. ADP Refunds

   By Kathy Bittle, March 15, 2020
   • 2 replies
   • 892 views
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   • Luke Bailey
   • April 7, 2020

3. Target Date Funds as QDIA

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

4. SARSEP has failed ADP for 2010

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

5. deferrals by a terminated employee

   By WCC, March 12, 2014   

   • no 2 1/2 month inclusion
   • 0 replies
   • 892 views
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   • WCC
   • March 12, 2014

6. New Plan - Prior Service

   By HafnerN1, January 31, 2017   

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

7. Exclusion of Collectively Bargained Employees - CBA not finalized

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

8. PPA Question re: Default Investments

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

9. Forfeiture Account

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

10. 404a-5 requirements

    By Will, August 17, 2019
    • 1 reply
    • 891 views
    • 
    • Pam Shoup
    • August 19, 2019

11. Self-employed compensation calculation

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

12. Effects of cash basis vs accrual in compliance testing

    By Abby H., September 14, 2023
    • 3 replies
    • 891 views
    • 
    • CuseFan
    • September 14, 2023

13. loan payments

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

14. ADP and ACP Testing

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

15. List of Modifications for Interim Doc?

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

16. Safe Harbor Plan

    By MarZDoates, July 11, 2012
    • 1 reply
    • 891 views
    • 
    • ETA Consulting LLC
    • July 12, 2012

17. EPCRS

    By austin3515, February 7, 2013
    • 1 reply
    • 890 views
    • 
    • ETA Consulting LLC
    • February 7, 2013

18. Maximum loan limits

    By Ajillity, November 6, 2018
    • 4 replies
    • 890 views
    • 
    • Ajillity
    • November 7, 2018

19. Plan EIN #'s

    By metsfan026, June 16, 2022
    • 3 replies
    • 890 views
    • 
    • Cobras59
    • June 28, 2022

20. spin off - trustee to trustee transfer

    By Scuba 401, January 23, 2018
    • 2 replies
    • 890 views
    • 
    • david rigby
    • January 24, 2018

21. Money Purchase to 401(k)

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

22. Removing last day provision for lay off employees

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

23. 414(s) compensation

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

24. Any Limits on Match in 401(k)?

    By ERISA-Bubs, November 1, 2011
    • 2 replies
    • 889 views
    • 
    • ETA Consulting LLC
    • November 1, 2011

25. Control groups

    By Guest money40, March 23, 2011
    • 1 reply
    • 889 views
    • 
    • Guest
    • March 23, 2011

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

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

27. Current MAtching Trend

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

28. Eligibility for 401(k) & Safe Harbor Match

    By metsfan026, June 28, 2023
    • 6 replies
    • 888 views
    • 
    • rocknrolls2
    • June 29, 2023

29. interim valuation - do ALL participants need statements?

    By AlbanyConsultant, June 7, 2022
    • 4 replies
    • 888 views
    • 
    • Luke Bailey
    • June 8, 2022

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

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

31. QNECs and 402(g)

    By HWR, December 4, 2017   

    • qnec figured wrong
    • 0 replies
    • 888 views
    • 
    • HWR
    • December 4, 2017

32. Plan Merger

    By justatester, June 27, 2011
    • 0 replies
    • 887 views
    • 
    • justatester
    • June 27, 2011

33. Excess distribution and 1099?

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

34. Usage of participation agreements

    By TPAAdvisor, November 13, 2023
    • 3 replies
    • 887 views
    • 
    • Artie M
    • January 19, 2024

35. Safe Harbor Match suspended

    By ratherbereading, December 9, 2019   

    • safe harbor match suspende
    • acp test
    • 2 replies
    • 887 views
    • 
    • ratherbereading
    • December 9, 2019

36. Takeover vs Termination

    By Guest KRS401k, February 4, 2011
    • 1 reply
    • 886 views
    • 
    • david rigby
    • February 4, 2011

37. Involuntary transfers between 2 employer plans?

    By AndrewZ, November 6, 2015
    • 0 replies
    • 886 views
    • 
    • AndrewZ
    • November 6, 2015

38. Trend analysis of plan amendments

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

39. compensation for calculation of safe harbor match

    By thepensionmaven, February 19, 2018
    • 4 replies
    • 886 views
    • 
    • BG5150
    • February 20, 2018

40. Affiliated Service Groups

    By ERISA-Bubs, March 7, 2019
    • 3 replies
    • 886 views
    • 
    • PensionPro
    • March 8, 2019

41. Merger of Safe Harbor Plan

    By 52626, April 27, 2020
    • 2 replies
    • 886 views
    • 
    • MWeddell
    • April 27, 2020

42. Basic Plan Document Search

    By QualGeek, May 5, 2020
    • 2 replies
    • 886 views
    • 
    • QualGeek
    • May 21, 2020

43. Profit Sharing Plan

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

44. In service rollovers

    By Soundbc1, December 7, 2023
    • 4 replies
    • 886 views
    • 
    • CuseFan
    • December 7, 2023

45. PLLC and Bonus after Plan Year End

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

46. Lincoln National Life Insurance Prototype Document

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

47. Blowing up a SIMPLE 401(k)

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

48. Voluntary After Tax in SH Plan

    By BG5150, February 16, 2021
    • 2 replies
    • 885 views
    • 
    • Santo Gold
    • December 21, 2021

49. 401k and TSP deferrals

    By mjf06241972, June 4, 2019
    • 2 replies
    • 885 views
    • 
    • mjf06241972
    • June 4, 2019

50. 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
    • 885 views
    • 
    • ESOP Guy
    • December 27, 2016