401(k) Plans

19,321 topics in this forum

1. Employer Contributions

   By Guest Heath, July 16, 2001
   • 0 replies
   • 1.2k views
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   • Guest
   • July 16, 2001

2. Looking for help to create individual savings need statements for participants

   By Guest kkastein, July 16, 2004
   • 0 replies
   • 1k views
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   • Guest
   • July 16, 2004

3. Capital Call

   By Guest koo, October 5, 2009
   • 0 replies
   • 1.3k views
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   • Guest
   • October 5, 2009

4. Does W-2 Safe Harbor Definition of Compensation Include Amounts Reported on Form 1042-S?

   By mdm09, January 8, 2011
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   • 1.2k views
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   • mdm09
   • January 8, 2011

5. Deemed Roth IRA?

   By Dennis Povloski, August 29, 2014
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   • 1.1k views
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   • Dennis Povloski
   • August 29, 2014

6. Mid-year change in automatic enrollment percentage

   By britoski, October 15, 2014
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   • 1.9k views
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   • britoski
   • October 15, 2014

7. 401(k)Plan Investment Policy Statements

   By Guest Brad Brewer, March 30, 1999
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   • 1.4k views
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   • Guest
   • March 30, 1999

8. What to do with 401K plan / college savings

   By Guest nathannah, May 8, 2001
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   • 1.3k views
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   • Guest
   • May 8, 2001

9. Adding QACA to an existing safe harbor match plan

   By Santo Gold, December 19, 2025
   • 0 replies
   • 202 views
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   • Santo Gold
   • December 19, 2025

10. 401 K Plan with S corp K-1 dollars.

    By Guest GinGinR, April 3, 2003
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    • 1.1k views
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    • Guest
    • April 3, 2003

11. Contributions Before Effetive Date of Plan

    By austin3515, November 17, 2003
    • 0 replies
    • 1.1k views
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    • austin3515
    • November 17, 2003

12. Spin-off

    By rlb64, March 15, 2006
    • 0 replies
    • 1.4k views
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    • rlb64
    • March 15, 2006

13. 401k Rollover to IRA(s)

    By Guest PeteC, November 25, 2008
    • 0 replies
    • 948 views
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    • Guest
    • November 25, 2008

14. Davis Bacon question - ADP testing

    By AKconsult, May 15, 2009
    • 0 replies
    • 2k views
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    • AKconsult
    • May 15, 2009

15. Elective Deferrals under Sec. 408(k)(6) in a 401(k) Plan

    By AdKu, October 20, 2016   

    • Elective Deferrals under Sec.
    • 0 replies
    • 1.4k views
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    • AdKu
    • October 20, 2016

16. One to One Correction - 401(k) Plan Uses Prior Year Method Otherwise Excludible

    By PensionPro, February 25, 2020
    • 0 replies
    • 450 views
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    • PensionPro
    • February 25, 2020

17. Top Heaviness for small startups

    By richard, March 27, 2000
    • 0 replies
    • 1.3k views
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    • richard
    • March 27, 2000

18. Forced "secondary" Distributions

    By Lou81, October 15, 2024   

    • distributions
    • 0 replies
    • 658 views
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    • Lou81
    • October 15, 2024

19. Statistics on Matching Contributions: Annual Match vs. Payroll Period?

    By John A, October 26, 2000
    • 0 replies
    • 1.8k views
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    • John A
    • October 26, 2000

20. 401K disbursement

    By Guest celias, May 30, 2001
    • 0 replies
    • 1.8k views
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    • Guest
    • May 30, 2001

21. 401(k) Committee Charter

    By Guest Darryl, July 16, 2001
    • 0 replies
    • 2.5k views
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    • Guest
    • July 16, 2001

22. Top Heavy & Related Employers

    By Guest susan1323, October 26, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • October 26, 2001

23. 401(k)

    By Guest episarci, December 7, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • December 7, 2001

24. Controlled Group - ADP Testing

    By Guest benefitsgirl, December 5, 2006
    • 0 replies
    • 966 views
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    • Guest
    • December 5, 2006

25. 3rd Party Sick Pay

    By Guest kcousin, September 13, 2007
    • 0 replies
    • 1.5k views
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    • Guest
    • September 13, 2007

26. Affiliated Service Group/Controlled Group

    By Randy Watson, December 2, 2009
    • 0 replies
    • 962 views
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    • Randy Watson
    • December 2, 2009

27. Plan moves to MEP mid-year, one ADP test? Two?

    By BG5150, December 13, 2018
    • 0 replies
    • 455 views
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    • BG5150
    • December 13, 2018

28. Plan Investments

    By Guest gpr, March 31, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • March 31, 1999

29. J&S Language and annuities available

    By austin3515, January 11, 2005
    • 0 replies
    • 1.1k views
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    • austin3515
    • January 11, 2005

30. Restrictions on Matched Employee Contributions or 401(k) Contributions

    By Guest rocnrols2, October 27, 2005
    • 0 replies
    • 1.4k views
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    • Guest
    • October 27, 2005

31. Controlled group disclosed too late

    By cathyw, May 20, 2020
    • 0 replies
    • 548 views
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    • cathyw
    • May 20, 2020

32. Employer contributions

    By Guest ars, December 23, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • December 23, 1999

33. Waiver of 30-day notice and the new tax notice

    By Guest beppie_stark, December 31, 2001
    • 0 replies
    • 10.3k views
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    • Guest
    • December 31, 2001

34. DC/DB survey information

    By Guest jhilliard, August 25, 2003
    • 0 replies
    • 971 views
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    • Guest
    • August 25, 2003

35. Current Availability

    By Tetsuro, June 2, 2004
    • 0 replies
    • 1.1k views
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    • Tetsuro
    • June 2, 2004

36. ACA Notification

    By Guest Hgreer, May 6, 2013   

    • Automatic
    • 0 replies
    • 1.3k views
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    • Guest
    • May 6, 2013

37. leased employees

    By dseals, February 10, 2014   

    • funding requirements
    • 0 replies
    • 1.1k views
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    • dseals
    • February 10, 2014

38. W-2 Reporting of Regular (Non-Roth) After-Tax Contributions

    By 401 Chaos, December 13, 2018
    • 0 replies
    • 1.1k views
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    • 401 Chaos
    • December 13, 2018

39. QACA and LTPT auto enrollment

    By 30Rock, February 26, 2025
    • 0 replies
    • 527 views
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    • 30Rock
    • February 26, 2025

40. List of Advantages, Disadvantages of Daily

    By Guest FREE401k, December 31, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • December 31, 2001

41. Compensation

    By k man, January 24, 2006
    • 0 replies
    • 1.2k views
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    • k man
    • January 24, 2006

42. Coverage - No compensation - Military leave

    By fiona1, September 13, 2007
    • 0 replies
    • 1.1k views
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    • fiona1
    • September 13, 2007

43. Form 5500 Reporting: Nonexempt Transaction

    By Guest meeh3704, October 7, 2008
    • 0 replies
    • 1.1k views
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    • Guest
    • October 7, 2008

44. 72(p) Cure Period After Leave of Absence

    By Guest dms9999, March 26, 2009
    • 0 replies
    • 909 views
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    • Guest
    • March 26, 2009

45. deminimus excess contributions

    By Guest mmc, March 9, 2011
    • 0 replies
    • 941 views
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    • Guest
    • March 9, 2011

46. Top Heavy Correction Question

    By Madison71, April 19, 2012
    • 0 replies
    • 1k views
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    • Madison71
    • April 19, 2012

47. 414(s) compensation for SH, Top Heavy

    By justanotheradmin, October 31, 2013   

    • 414(s)
    • Safe harbor
    • (and 1 more)

      Tagged with:

      • 414(s)
      • Safe harbor
      • top heavy
    • 0 replies
    • 1.8k views
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    • justanotheradmin
    • October 31, 2013

48. Participant Notice Solution (Preparation & Fulfillment)???

    By LANDO, November 10, 2015   

    • participant notices
    • notices
    • (and 4 more)

      Tagged with:

      • participant notices
      • notices
      • fee disclosure notices
      • safe harbor notices
      • combined notices
      • deliver solutions
    • 0 replies
    • 821 views
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    • LANDO
    • November 10, 2015

49. EACA Mid-year Amendment

    By dmwe, April 3, 2019
    • 0 replies
    • 789 views
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    • dmwe
    • April 3, 2019

50. 402(g) 2022 Failure

    By justatester, February 15, 2024
    • 0 replies
    • 329 views
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    • justatester
    • February 15, 2024