401(k) Plans

19,321 topics in this forum

1. SIMPLE Plan Match True UP

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

2. Commission as 401(k) Deferrrals

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

3. 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

4. Post-Severance Compensation

   By Guest shaul, November 4, 2010
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   • 1.6k views
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   • Guest
   • November 4, 2010

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

   By R. Butler, August 29, 2018
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   • 377 views
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   • R. Butler
   • August 29, 2018

6. EACA Tax credit from SECURE

   By justanotheradmin, February 21, 2020
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   • 487 views
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   • justanotheradmin
   • February 21, 2020

7. Safe Harbor Question

   By Dougsbpc, October 10, 2021
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   • 336 views
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   • Dougsbpc
   • October 10, 2021

8. Safe Harbor "Switcheroo"

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

9. 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

10. 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

11. IRA Rolled over to Qualified Plan

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

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

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

13. Correcting a Late ACP Testing Failure

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

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

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

15. Downloading daily trades

    By Guest Cas, November 3, 1998
    • 0 replies
    • 1.7k views
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    • Guest
    • November 3, 1998

16. switching current to prior year testing for ADP

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

17. Free 5500 Database

    By Guest GGSMS, November 3, 2006
    • 0 replies
    • 2.8k views
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    • Guest
    • November 3, 2006

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

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

19. 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

20. Termination and rehire into controlled group

    By Guest k9522, November 13, 2002
    • 0 replies
    • 1.5k views
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    • Guest
    • November 13, 2002

21. How to Correct for Ineligible Employee Participant

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

22. 401k Termination to Adopt a SIMPLE IRA plan

    By Guest dhoefer, March 23, 2004
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    • 1.3k views
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    • Guest
    • March 23, 2004

23. imputed income and gross up

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

24. Plan coverage change during testing year

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

25. PPA provision

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

26. 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

27. Pro-rating Limits

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

28. USERRA and make up deferrals

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

29. Plan Termination

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

30. top heavy - aggregation

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

31. LTPT top heavy and DB combo

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

32. 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

33. PPA - Particiapnt Disclosure

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

34. 401(k) and SIMPLE IRA - one participant, two employers

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

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

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

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

    By pbarrett, August 30, 1999
    • 0 replies
    • 1.5k views
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    • pbarrett
    • August 30, 1999

37. 415 Excess Suspense Account

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

38. 401K to IRA Direct Rollover Period

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

39. 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

40. Plan mortgage to purchase land

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

41. 401(k) Safe Harbor Exemption

    By Kristi Driscoll, June 15, 2021   

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

42. Fixing ADP Test 2 yrs later

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

43. Can plan apply forfeitures to fund QNECs required to pass ADP test?

    By Guest Cindy Lambert, October 25, 2000
    • 0 replies
    • 1.6k views
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    • Guest
    • October 25, 2000

44. DDR Allocation condition waivers

    By 30Rock, February 24, 2025
    • 0 replies
    • 430 views
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    • 30Rock
    • February 24, 2025

45. Elimination of Optional Forms of Benefit

    By J. Bringhurst, November 14, 2003
    • 0 replies
    • 1.2k views
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    • J. Bringhurst
    • November 14, 2003

46. Proposed 415 Regulations

    By Randy Watson, October 9, 2006
    • 0 replies
    • 1.1k views
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    • Randy Watson
    • October 9, 2006

47. Lease Employee Question

    By Guest DTromb, January 29, 2007
    • 0 replies
    • 1.1k views
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    • Guest
    • January 29, 2007

48. PPA

    By Nassau, October 3, 2008
    • 0 replies
    • 1.2k views
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    • Nassau
    • October 3, 2008

49. Definition of "Related Educational Fees" for purposes of 401(k) hardship distribution

    By Guest BL333, July 15, 2009
    • 0 replies
    • 1.5k views
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    • Guest
    • July 15, 2009

50. IRS EGTRRA list of M&P and VS plans

    By Kevin C, January 4, 2010
    • 0 replies
    • 1.1k views
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    • Kevin C
    • January 4, 2010