401(k) Plans

19,275 topics in this forum

1. testing 2 plans separately to pass 410(b)

   By Guest dubya, February 21, 2005
   • 3 replies
   • 2.1k views
   • 
   • Tom Poje
   • February 21, 2005

2. Testing 401k plans in controlled group

   By 30Rock, December 15, 2017
   • 10 replies
   • 3.6k views
   • 
   • 30Rock
   • December 15, 2017

3. Testing a controlled group with a Safe Harbor and non-Safe Harbor 4k P

   By Guest Joe Vasko, December 19, 2001
   • 5 replies
   • 5.4k views
   • 
   • jaemmons
   • December 19, 2001

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

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

5. Testing a start up company using statutory exclusions

   By Guest kan, February 22, 2002
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • February 22, 2002

6. Testing ACP Safe Harbor Contributions

   By Guest T-BONE, April 19, 2002
   • 5 replies
   • 2.8k views
   • 
   • Tom Poje
   • April 19, 2002

7. Testing after sale?

   By John A, March 2, 2000
   • 0 replies
   • 1.3k views
   • 
   • John A
   • March 2, 2000

8. Testing after-tax contributions to a 401(k) pla.

   By Guest Thornton, January 7, 2003
   • 3 replies
   • 1.3k views
   • 
   • KJohnson
   • January 7, 2003

9. Testing benefits across company lines and payroll issues.

   By Guest FredBaragona, October 17, 2000
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • October 17, 2000

10. Testing Bro-Sis Co.s in separate plans

    By Guest Iwonder, January 6, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 6, 2006

11. Testing compensation

    By jaemmons, March 31, 2005
    • 4 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 1, 2005

12. testing different match rates

    By K2retire, August 5, 2012
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • August 5, 2012

13. testing each xt deposit... including receivable?

    By AlbanyConsultant, January 31, 2019
    • 7 replies
    • 492 views
    • 
    • Belgarath
    • February 6, 2019

14. Testing Failure 2005

    By Guest RIA, February 7, 2007
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • February 7, 2007

15. Testing failure of terminated HCE...

    By Guest RONNIE WASEL, November 6, 2003
    • 2 replies
    • 1.5k views
    • 
    • ccassetty
    • November 7, 2003

16. Testing for aggregated plans

    By Kevin C, April 13, 2012
    • 8 replies
    • 1.4k views
    • 
    • Kevin C
    • April 16, 2012

17. Testing for multiple controlled groups

    By Guest Jeff Underwood, February 25, 2004
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 26, 2004

18. testing for terminated plans

    By Guest bythebay, September 13, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • September 15, 2002

19. Testing in Non Profit 401(k) Plan

    By Guest Jay345, January 30, 2013
    • 2 replies
    • 923 views
    • 
    • Guest
    • January 30, 2013

20. Testing income allocation for individual participant account

    By Guest Lin, May 2, 2009
    • 3 replies
    • 6.1k views
    • 
    • Guest
    • May 5, 2009

21. Testing Issues - Multiple to Single Employer Plan

    By SRM, April 15, 2004
    • 3 replies
    • 1.5k views
    • 
    • alanm
    • April 27, 2004

22. Testing issues-President of Co, but not employee - Controlled group of corps

    By Guest cosmo01, November 4, 2003
    • 7 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • November 5, 2003

23. Testing Issues(?) different eligibiltiy for 401k and SH match

    By Brian Gallagher, October 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • October 14, 2004

24. Testing match contribution based on years of service

    By Guest LoloV, October 24, 2002
    • 16 replies
    • 5.2k views
    • 
    • austin3515
    • October 26, 2002

25. Testing Method

    By Guest andmik, February 26, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 26, 2002

26. Testing Method for safe harbor

    By Tom Poje, July 9, 2003
    • 9 replies
    • 3.1k views
    • 
    • Guest
    • November 12, 2003

27. Testing of multiemployer contributions

    By Guest hyper, September 3, 2009
    • 0 replies
    • 860 views
    • 
    • Guest
    • September 3, 2009

28. Testing order

    By wsp, April 20, 2006
    • 5 replies
    • 1.8k views
    • 
    • Tom Poje
    • April 21, 2006

29. Testing otherwise excludable ees separately

    By Santo Gold, January 12, 2007
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 14, 2007

30. Testing Prevailing Wage and PS together

    By justanotheradmin, October 15, 2018
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • October 17, 2018

31. Testing Question regarding Forfeitures

    By Guest KD40, February 4, 2003
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 5, 2003

32. Testing Related Group Plans

    By 415 Limit, December 4, 2024
    • 6 replies
    • 811 views
    • 
    • CuseFan
    • December 11, 2024

33. Testing Reported on Form 5500

    By ERISA25, September 26, 2013
    • 3 replies
    • 1.4k views
    • 
    • chc93
    • September 28, 2013

34. Testing requirements for a controlled group with separate plans

    By Rai401k, April 2, 2019
    • 1 reply
    • 567 views
    • 
    • justanotheradmin
    • April 3, 2019

35. Testing requirements for employer with more than 1 plan

    By Guest anne1, March 10, 2006
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 10, 2006

36. Testing Results letter to Client

    By Alex Daisy, March 8, 2011
    • 0 replies
    • 824 views
    • 
    • Alex Daisy
    • March 8, 2011

37. Testing rules for amounts distributed under APRSC

    By M R Bernardin, March 12, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 12, 1999

38. Testing using net comp - K-1's

    By austin3515, June 11, 2010
    • 1 reply
    • 924 views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2010

39. Testing with a terminated participant

    By Guest slulla401k, January 23, 2007
    • 4 replies
    • 1.7k views
    • 
    • Below Ground
    • January 24, 2007

40. Testing with Safe Harbor Plans that contain Profit Sharing

    By dragondon, May 25, 2023
    • 7 replies
    • 2.3k views
    • 
    • Mr Bagwell
    • May 26, 2023

41. TH 401k Plan with New Comparability and Life Insurance - funding problems

    By Guest mparker2028, August 16, 2005
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • August 17, 2005

42. TH min

    By AdKu, February 5, 2021
    • 8 replies
    • 998 views
    • 
    • C. B. Zeller
    • February 11, 2021

43. TH Minimum required by plan document to be made as QNEC

    By jkharvey, June 17, 2014   

    • Is it required to be in ADP?
    • 4 replies
    • 1.1k views
    • 
    • Kevin C
    • June 18, 2014

44. TH minimum required?

    By RatherBeGolfing, September 13, 2023
    • 7 replies
    • 1k views
    • 
    • Below Ground
    • September 14, 2023

45. TH Minimum to New Keys

    By austin3515, October 28, 2010
    • 2 replies
    • 838 views
    • 
    • DMcGovern
    • October 28, 2010

46. The 401(a)(17) Contribution Limit and Multiple Employers

    By ERISA-Bubs, September 21, 2023
    • 5 replies
    • 2.3k views
    • 
    • Lou S.
    • June 4, 2024

47. the dreaded non-calendar ADP failure with catchups

    By Bri, July 1, 2015
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • July 7, 2015

48. the dreaded tiny one-day delinquent contribution

    By TPApril, July 15, 2021
    • 15 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • July 23, 2021

49. The Effect of Social Security Wage Base on the Decision to Maximize El

    By Guest CAROLINE, March 14, 2002
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • October 11, 2002

50. The end of FBO's???

    By austin3515, March 27, 2014
    • 7 replies
    • 1.4k views
    • 
    • Peter Gulia
    • March 28, 2014