401(k) Plans

19,319 topics in this forum

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

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

2. Testing compensation

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

3. testing different match rates

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

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

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

5. Testing Failure 2005

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

6. Testing failure of terminated HCE...

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

7. Testing for aggregated plans

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

8. Testing for multiple controlled groups

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

9. testing for terminated plans

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

10. Testing in Non Profit 401(k) Plan

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

11. Testing income allocation for individual participant account

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

12. Testing Issues - Multiple to Single Employer Plan

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

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

    By Guest cosmo01, November 4, 2003
    • 7 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • November 5, 2003

14. 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

15. Testing match contribution based on years of service

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

16. Testing Method

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

17. Testing Method for safe harbor

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

18. Testing of multiemployer contributions

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

19. Testing order

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

20. Testing otherwise excludable ees separately

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

21. Testing Prevailing Wage and PS together

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

22. Testing Question regarding Forfeitures

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

23. Testing Related Group Plans

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

24. Testing Reported on Form 5500

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

25. Testing requirements for a controlled group with separate plans

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

26. Testing requirements for employer with more than 1 plan

    By Guest anne1, March 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 10, 2006

27. Testing Results letter to Client

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

28. Testing rules for amounts distributed under APRSC

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

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

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

30. Testing with a terminated participant

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

31. Testing with Safe Harbor Plans that contain Profit Sharing

    By dragondon, May 25, 2023
    • 7 replies
    • 2.5k views
    • 
    • Mr Bagwell
    • May 26, 2023

32. 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

33. TH min

    By AdKu, February 5, 2021
    • 8 replies
    • 1k views
    • 
    • C. B. Zeller
    • February 11, 2021

34. 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

35. TH minimum required?

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

36. TH Minimum to New Keys

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

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

    By ERISA-Bubs, September 21, 2023
    • 5 replies
    • 2.5k views
    • 
    • Lou S.
    • June 4, 2024

38. the dreaded non-calendar ADP failure with catchups

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

39. the dreaded tiny one-day delinquent contribution

    By TPApril, July 15, 2021
    • 15 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • July 23, 2021

40. 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

41. The end of FBO's???

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

42. The end of the Fiduciary Rule??

    By austin3515, May 2, 2018
    • 24 replies
    • 1.5k views
    • 
    • austin3515
    • May 10, 2018

43. The first election

    By fiona1, August 1, 2011
    • 1 reply
    • 984 views
    • 
    • BG5150
    • August 2, 2011

44. The Fix for Missed Deferrals - Confirmation

    By 401king, November 6, 2009
    • 6 replies
    • 2k views
    • 
    • K2retire
    • November 9, 2009

45. The IRS Continues To Behave Badly

    By austin3515, March 11, 2014
    • 21 replies
    • 3.5k views
    • 
    • Kevin C
    • May 14, 2015

46. the latest CPI (Consumer Price Index) and implications for next year.

    By Guest Tom Poje, May 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2001

47. The plan sponsor changes eligibility wait period from six to twelve mo

    By Guest Clint Schuckel, December 20, 2000
    • 5 replies
    • 1.9k views
    • 
    • Earl
    • December 21, 2000

48. The Same Desk Rule

    By Guest David Thomas, September 21, 1998
    • 3 replies
    • 5.3k views
    • 
    • Guest
    • September 24, 1998

49. The Soldiers' and Sailors' Civil Relief Act – applying a rate higher

    By Guest Do, January 16, 2003
    • 15 replies
    • 2.2k views
    • 
    • Guest
    • January 20, 2003

50. Theoretical idea regarding the 402(g) limit in a short plan year. Jus

    By Bri, September 1, 2000
    • 3 replies
    • 2.3k views
    • 
    • Bri
    • September 3, 2000