401(k) Plans

19,275 topics in this forum

1. ADP corrective distributions for wrong amount

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

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

   By Guest Maureen, December 13, 1999
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   • 1.7k views
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   • Guest
   • December 13, 1999

3. Compliance Testing/Elective Deferral Accumulators

   By Guest TouchofGrey, January 18, 2004
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   • 1k views
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   • Guest
   • January 18, 2004

4. Employer Stock Communication Requirements

   By Guest PAL100759, March 8, 2004
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   • 1k views
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   • Guest
   • March 8, 2004

5. Summary Annual Report

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

6. Software Company seeks Beta Testers!

   By Guest SJPrince, November 2, 1998
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   • 1.7k views
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   • Guest
   • November 2, 1998

7. 5500 Test Run

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

8. 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

9. SIMPLE Plan Match True UP

   By Guest JEP, October 25, 2001
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   • 1.8k views
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   • Guest
   • October 25, 2001

10. Commission as 401(k) Deferrrals

    By Randy Watson, March 9, 2004
    • 0 replies
    • 1.6k views
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    • Randy Watson
    • March 9, 2004

11. ERISA 404(c) compliance

    By PLAN MAN, September 14, 2006
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    • 1.3k views
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    • PLAN MAN
    • September 14, 2006

12. Post-Severance Compensation

    By Guest shaul, November 4, 2010
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    • 1.5k views
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    • Guest
    • November 4, 2010

13. sole proprietor and partnership with frozen DB plan and a DC plan

    By R. Butler, August 29, 2018
    • 0 replies
    • 365 views
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    • R. Butler
    • August 29, 2018

14. EACA Tax credit from SECURE

    By justanotheradmin, February 21, 2020
    • 0 replies
    • 461 views
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    • justanotheradmin
    • February 21, 2020

15. Safe Harbor Question

    By Dougsbpc, October 10, 2021
    • 0 replies
    • 313 views
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    • Dougsbpc
    • October 10, 2021

16. Safe Harbor "Switcheroo"

    By lkpittman, October 25, 2001
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    • 1.4k views
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    • lkpittman
    • October 25, 2001

17. Catch-up Contributions on Off-Calander Plans

    By Guest sritts, March 20, 2002
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    • 1.3k views
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    • Guest
    • March 20, 2002

18. Exception to Catch-Up Contribution Regulations

    By Guest pcjackson, April 25, 2002
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    • 1.2k views
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    • Guest
    • April 25, 2002

19. IRA Rolled over to Qualified Plan

    By Guest PensionAdministrator, July 14, 2003
    • 0 replies
    • 1k views
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    • Guest
    • July 14, 2003

20. Unrelated employers with separate 401(k) plans in pooled account

    By Guest TaxedToDeath, July 26, 2013
    • 0 replies
    • 1.3k views
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    • Guest
    • July 26, 2013

21. Correcting a Late ACP Testing Failure

    By KMMB, September 17, 2019
    • 0 replies
    • 351 views
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    • KMMB
    • September 17, 2019

22. Safe harbor, Top Heavy, multiple plans and a Union

    By Craig Garner, August 17, 2021
    • 0 replies
    • 699 views
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    • Craig Garner
    • August 17, 2021

23. Downloading daily trades

    By Guest Cas, November 3, 1998
    • 0 replies
    • 1.6k views
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    • Guest
    • November 3, 1998

24. switching current to prior year testing for ADP

    By Earl, November 14, 2003
    • 0 replies
    • 980 views
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    • Earl
    • November 14, 2003

25. Free 5500 Database

    By Guest GGSMS, November 3, 2006
    • 0 replies
    • 2.7k views
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    • Guest
    • November 3, 2006

26. Does a QNEC trigger exemption from TH for SH plan?

    By jkharvey, September 17, 2015
    • 0 replies
    • 744 views
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    • jkharvey
    • September 17, 2015

27. Sep's SAr-SEP's and EGRTAA

    By Guest Patrick M, September 18, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • September 18, 2002

28. Termination and rehire into controlled group

    By Guest k9522, November 13, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • November 13, 2002

29. How to Correct for Ineligible Employee Participant

    By Guest ralar, June 2, 2003
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    • 1.5k views
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    • Guest
    • June 2, 2003

30. 401k Termination to Adopt a SIMPLE IRA plan

    By Guest dhoefer, March 23, 2004
    • 0 replies
    • 1.2k views
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    • Guest
    • March 23, 2004

31. imputed income and gross up

    By k man, November 22, 2005
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    • 2.7k views
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    • k man
    • November 22, 2005

32. Plan coverage change during testing year

    By Guest jae3207, December 20, 2005
    • 0 replies
    • 1k views
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    • Guest
    • December 20, 2005

33. PPA provision

    By Nassau, October 3, 2008
    • 0 replies
    • 1.1k views
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    • Nassau
    • October 3, 2008

34. Failure to Contribute in Multiple Employer Plan

    By Guest Thomas2006, March 3, 2009
    • 0 replies
    • 1.1k views
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    • Guest
    • March 3, 2009

35. Pro-rating Limits

    By 30Rock, December 15, 2013
    • 0 replies
    • 1.1k views
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    • 30Rock
    • December 15, 2013

36. USERRA and make up deferrals

    By 30Rock, October 13, 2014
    • 0 replies
    • 1.3k views
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    • 30Rock
    • October 13, 2014

37. Plan Termination

    By Dobber, April 2, 2020
    • 0 replies
    • 329 views
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    • Dobber
    • April 2, 2020

38. top heavy - aggregation

    By Guest Laura A, March 18, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • March 18, 1999

39. LTPT top heavy and DB combo

    By Tom, October 10, 2023
    • 0 replies
    • 300 views
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    • Tom
    • October 10, 2023

40. Plan coverage change during testing year

    By Guest jae3207, December 20, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • December 20, 2005

41. PPA - Particiapnt Disclosure

    By blue, September 15, 2006
    • 0 replies
    • 1.1k views
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    • blue
    • September 15, 2006

42. 401(k) and SIMPLE IRA - one participant, two employers

    By M Norton, January 6, 2011
    • 0 replies
    • 799 views
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    • M Norton
    • January 6, 2011

43. Prevailing Wage/Davis Bacon - dealing with awarding agencies?

    By AndrewZ, May 28, 2015
    • 0 replies
    • 734 views
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    • AndrewZ
    • May 28, 2015

44. Simp 401(k) plan wanting new comp feature

    By pbarrett, August 30, 1999
    • 0 replies
    • 1.4k views
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    • pbarrett
    • August 30, 1999

45. 415 Excess Suspense Account

    By SMB, March 20, 2000
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    • 2.8k views
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    • SMB
    • March 20, 2000

46. 401K to IRA Direct Rollover Period

    By Guest MWM92111, August 23, 2001
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    • 1.2k views
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    • Guest
    • August 23, 2001

47. TIME SENSITIVE- Do the PARTY IN INTEREST provisions under ERISA have a

    By fidu, January 16, 2002
    • 0 replies
    • 1.3k views
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    • fidu
    • January 16, 2002

48. Plan mortgage to purchase land

    By Guest jrc, August 29, 2012
    • 0 replies
    • 820 views
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    • Guest
    • August 29, 2012

49. 401(k) Safe Harbor Exemption

    By Kristi Driscoll, June 15, 2021   

    • safe harbor match
    • abt
    • 0 replies
    • 258 views
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    • Kristi Driscoll
    • June 15, 2021

50. Fixing ADP Test 2 yrs later

    By TPApril, April 5, 2024
    • 0 replies
    • 401 views
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    • TPApril
    • April 5, 2024