401(k) Plans

19,321 topics in this forum

1. 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

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

   By Guest KevinGordon, October 26, 1998
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   • Guest
   • October 26, 1998

3. 401k Plan for Subsidiary

   By Guest MNR, February 4, 2002
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   • Guest
   • February 4, 2002

4. New Entity General Testing

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

5. Elective Deferrals from Bonuses

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

6. 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

7. 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

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

   By Guest Judy S, June 2, 2003
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   • Guest
   • June 2, 2003

9. 401(k) Websites

   By Guest mporterst, October 29, 2009
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   • Guest
   • October 29, 2009

10. ER Securities, NUA, and Roth

    By Guest JMF, April 24, 2010
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    • Guest
    • April 24, 2010

11. Reclassify after-tax contributions

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

12. 401K plan for non-profit via multiple employer plan

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

13. Blowing up a SIMPLE 401(k)

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

14. Vesting Schedule

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

15. "Severance from Employment"

    By Guest kkost, October 7, 2002
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    • Guest
    • October 7, 2002

16. Automatic Enrollment--Ohio

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

17. OMIT

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

18. SIPC coverage

    By Guest Benmark, March 2, 2009
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    • 1.4k views
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    • Guest
    • March 2, 2009

19. 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

20. Employer pays the deductible

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

21. Rollover transactions

    By Guest brookdalestsa, October 28, 1998
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    • Guest
    • October 28, 1998

22. 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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    • 1.7k views
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    • Guest
    • February 19, 2002

23. restorative payments

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

24. Correcting deferrals on non-deferrable comp.

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

25. 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

26. 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

27. QDIA issues

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

28. 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

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

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

30. 401k VFCP excel calculator

    By PathFinder111, April 23, 2025   

    • vfcp
    • 0 replies
    • 947 views
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    • PathFinder111
    • April 23, 2025

31. 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

32. Auto Enrollment

    By Guest perplexedbypensions, November 2, 2006
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    • Guest
    • November 2, 2006

33. Schedule Ps

    By Guest GordyK, January 26, 2007
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    • Guest
    • January 26, 2007

34. 125 PLAN

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

35. Exclusion of Collectively Bargained Employees - CBA not finalized

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

36. 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

37. investment consultant performance

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

38. 401(k) matching contributions in company stock

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

39. Misapplication of SH Allocation Formula

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

40. 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

41. Foreign 401k Beneficiary Designation

    By Guest Bear, September 11, 2007
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    • Guest
    • September 11, 2007

42. Waiving automatic enrollment

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

43. ADP corrective distributions for wrong amount

    By DMcGovern, March 20, 2013
    • 0 replies
    • 945 views
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    • DMcGovern
    • March 20, 2013

44. Using a "uniform" earnings calculation for excess contributi

    By Guest Maureen, December 13, 1999
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    • Guest
    • December 13, 1999

45. Compliance Testing/Elective Deferral Accumulators

    By Guest TouchofGrey, January 18, 2004
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    • Guest
    • January 18, 2004

46. Employer Stock Communication Requirements

    By Guest PAL100759, March 8, 2004
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    • Guest
    • March 8, 2004

47. Summary Annual Report

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

48. Software Company seeks Beta Testers!

    By Guest SJPrince, November 2, 1998
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    • Guest
    • November 2, 1998

49. 5500 Test Run

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

50. Short initial plan-year; is 404 deduction limit based on full-year com

    By BTH, December 8, 2000
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    • 1.5k views
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    • BTH
    • December 8, 2000