401(k) Plans

19,275 topics in this forum

1. Ineligible Deferrals Reimbursed Through Payroll

   By Mr401k, February 4, 2011
   • 0 replies
   • 770 views
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   • Mr401k
   • February 4, 2011

2. Summary Annual Report (SAR)

   By Nassau, March 7, 2011
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   • 777 views
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   • Nassau
   • March 7, 2011

3. EACA Covered Employees / Uniformity Requirement

   By Gruegen, November 3, 2015
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   • 1.4k views
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   • Gruegen
   • November 3, 2015

4. Correcting excess annual additions

   By Guest planman, April 22, 2003
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   • 1.5k views
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   • Guest
   • April 22, 2003

5. Participant Loan - Too many payments deducted - Repaid Too Much

   By Guest NeophiteTPA, October 25, 2005
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   • 1.4k views
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   • Guest
   • October 25, 2005

6. Plan Merger

   By justatester, June 27, 2011
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   • 863 views
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   • justatester
   • June 27, 2011

7. Pentegra Retirement Services: Free Webcast Today

   By Pentegra Retirement Serv., May 26, 2015
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   • 933 views
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   • Pentegra Retirement Serv.
   • May 26, 2015

8. Notification of Stable Value Rate Change

   By khn, January 6, 2016
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   • 744 views
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   • khn
   • January 6, 2016

9. Top Heavy - Officer status

   By Alex Daisy, August 11, 2016
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   • 1k views
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   • Alex Daisy
   • August 11, 2016

10. Benchmarking Info RE: Vesting under 401(k) Plans

    By Guest KevinGordon, October 26, 1998
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    • 1.9k views
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    • Guest
    • October 26, 1998

11. 401k Plan for Subsidiary

    By Guest MNR, February 4, 2002
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    • 1.3k views
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    • Guest
    • February 4, 2002

12. New Entity General Testing

    By Blinky the 3-eyed Fish, August 27, 2004
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    • 1k views
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    • Blinky the 3-eyed Fish
    • August 27, 2004

13. Elective Deferrals from Bonuses

    By Gilmore, September 21, 2004
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    • 1.3k views
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    • Gilmore
    • September 21, 2004

14. 401(k) Plan Automatic Enrollment Error

    By Guest Gloria Goldberg, April 15, 2008
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    • 1.6k views
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    • Guest
    • April 15, 2008

15. Correction of employee erroneously excluded for 2015

    By Carol V. Calhoun, July 21, 2015   

    • Rev. Proc. 2015-28
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    • 1.3k views
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    • Carol V. Calhoun
    • July 21, 2015

16. Top heavy minimum with frozen DB + 401(k)

    By Guest Judy S, June 2, 2003
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    • 1.2k views
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    • Guest
    • June 2, 2003

17. 401(k) Websites

    By Guest mporterst, October 29, 2009
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    • 1.3k views
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    • Guest
    • October 29, 2009

18. ER Securities, NUA, and Roth

    By Guest JMF, April 24, 2010
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    • 1k views
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    • Guest
    • April 24, 2010

19. Reclassify after-tax contributions

    By Nassau, November 3, 2010
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    • 1.3k views
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    • Nassau
    • November 3, 2010

20. 401K plan for non-profit via multiple employer plan

    By Benefits 101, February 6, 2011
    • 0 replies
    • 1.3k views
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    • Benefits 101
    • February 6, 2011

21. Blowing up a SIMPLE 401(k)

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

22. Vesting Schedule

    By Guest ars, December 10, 1999
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    • 1.4k views
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    • Guest
    • December 10, 1999

23. "Severance from Employment"

    By Guest kkost, October 7, 2002
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    • 2.2k views
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    • Guest
    • October 7, 2002

24. Automatic Enrollment--Ohio

    By Guest CRC02, January 29, 2003
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    • 1.3k views
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    • Guest
    • January 29, 2003

25. OMIT

    By BeanCounterBlues, November 24, 2008
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    • 917 views
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    • BeanCounterBlues
    • November 24, 2008

26. SIPC coverage

    By Guest Benmark, March 2, 2009
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    • 1.3k views
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    • Guest
    • March 2, 2009

27. Deferral correction in non-calendar year plan

    By Kevin C, October 29, 2009
    • 0 replies
    • 1.2k views
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    • Kevin C
    • October 29, 2009

28. Employer pays the deductible

    By austin3515, February 26, 2010
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    • 789 views
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    • austin3515
    • February 26, 2010

29. Rollover transactions

    By Guest brookdalestsa, October 28, 1998
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    • 1.8k views
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    • Guest
    • October 28, 1998

30. Do 402(g) refunds count as ER contr for Key EEs when determining Top H

    By Guest GMedley, February 19, 2002
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    • 1.6k views
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    • Guest
    • February 19, 2002

31. restorative payments

    By Guest D. Leeke, March 4, 2002
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    • 1.8k views
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    • Guest
    • March 4, 2002

32. Correcting deferrals on non-deferrable comp.

    By Guest Bud, December 3, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • December 3, 2002

33. Failure to timely adopt MRD amendment

    By JWK, September 11, 2007
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    • 1.4k views
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    • JWK
    • September 11, 2007

34. QACA effective date and notice requirement

    By Guest Statler, April 15, 2009
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    • 1.3k views
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    • Guest
    • April 15, 2009

35. QDIA issues

    By pixmax, September 8, 2009
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    • 1k views
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    • pixmax
    • September 8, 2009

36. granting credit for years of prior service

    By Gudgergirl, July 15, 2010
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    • 1.4k views
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    • Gudgergirl
    • July 15, 2010

37. Looking for sample 401(k) negative election (automatic enrollment) not

    By Guest Robin S. Vatalaro, CPA, November 15, 2000
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    • 1.7k views
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    • Guest
    • November 15, 2000

38. 401k VFCP excel calculator

    By PathFinder111, April 23   

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

39. IRC 410(b)(6)(c) and adp/acp testing

    By Guest jae3207, February 14, 2006
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    • 3.2k views
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    • Guest
    • February 14, 2006

40. Auto Enrollment

    By Guest perplexedbypensions, November 2, 2006
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    • 1.1k views
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    • Guest
    • November 2, 2006

41. Schedule Ps

    By Guest GordyK, January 26, 2007
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    • 1k views
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    • Guest
    • January 26, 2007

42. 125 PLAN

    By Guest BCCFLEX, September 7, 2011
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    • 790 views
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    • Guest
    • September 7, 2011

43. Exclusion of Collectively Bargained Employees - CBA not finalized

    By holdco, November 26, 2012
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    • 878 views
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    • holdco
    • November 26, 2012

44. Change from ESOP to P/S

    By Guest Lucy, March 16, 1999
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    • 1.4k views
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    • Guest
    • March 16, 1999

45. investment consultant performance

    By Guest pokorski, August 27, 1999
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    • Guest
    • August 27, 1999

46. 401(k) matching contributions in company stock

    By Vivian J, February 13, 2024
    • 0 replies
    • 320 views
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    • Vivian J
    • February 13, 2024

47. Misapplication of SH Allocation Formula

    By Guest kgsingletary, April 4, 2002
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    • Guest
    • April 4, 2002

48. Prior Year ADP Testing for New Plan

    By Guest kgsingletary, July 16, 2002
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    • 1.8k views
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    • Guest
    • July 16, 2002

49. Foreign 401k Beneficiary Designation

    By Guest Bear, September 11, 2007
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    • 2.1k views
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    • Guest
    • September 11, 2007

50. Waiving automatic enrollment

    By Guest George Chimento, October 30, 2009
    • 0 replies
    • 928 views
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    • Guest
    • October 30, 2009