401(k) Plans

19,337 topics in this forum

1. Is US Source Income (for excluding NRAs from plan testing) defined based on the applicable treaty or the general rule in the IRC?

   By JDuns, April 28, 2005
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   • JDuns
   • April 28, 2005

2. Affiliated Service Group Liabilities

   By Guest ERISAQUEEN, January 30, 2007
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   • Guest
   • January 30, 2007

3. Quarterly Benefit Statements / Notice Required?

   By Guest notapensiongeek, January 18, 2008
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   • Guest
   • January 18, 2008

4. Safe Harbor Plan

   By Nassau, July 16, 2010
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   • Nassau
   • July 16, 2010

5. Minimum coverage testing

   By 7806akp, September 16, 2010
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   • 7806akp
   • September 16, 2010

6. Traditional Safe Harbor Match

   By Nassau, October 11, 2012
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   • Nassau
   • October 11, 2012

7. Beneficiaries

   By Guest pay, March 27, 1999
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   • Guest
   • March 27, 1999

8. Can match contributions for the 1999 plan year be reduced prior to the

   By Guest EBC, December 21, 1999
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   • 1.4k views
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   • Guest
   • December 21, 1999

9. ADP Testing Question (prior year subgroups)

   By roy819, October 14, 2024
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   • 367 views
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   • roy819
   • October 14, 2024

10. When is Layoff considered Separation of Service?

    By Guest JasonElliott, May 8, 2001
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    • Guest
    • May 8, 2001

11. Old 5310 and New Schedule Q

    By Guest PJW, May 16, 2002
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    • Guest
    • May 16, 2002

12. Receiving plan of rollover contribution and forms?

    By Guest MSP, March 9, 2004
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    • Guest
    • March 9, 2004

13. Successor Plan?

    By wmyer, July 16, 2004
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    • wmyer
    • July 16, 2004

14. New participants post stock deal - use plan year comp or prorated comp for QACA SH match?

    By ts5555, August 19, 2021
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    • 563 views
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    • ts5555
    • August 19, 2021

15. 401(k) as element of compensation package

    By Guest SandiiR, November 9, 1998
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    • Guest
    • November 9, 1998

16. APRSC

    By Guest Gibson, September 3, 1999
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    • Guest
    • September 3, 1999

17. 402(g)Limits Small Distributions

    By Guest Frank Jackson, March 24, 2000
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    • Guest
    • March 24, 2000

18. Employer Contributions

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

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

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

20. Capital Call

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

21. 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

22. 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

23. 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

24. 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

25. 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

26. Adding QACA to an existing safe harbor match plan

    By Santo Gold, December 19, 2025
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    • 248 views
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    • Santo Gold
    • December 19, 2025

27. 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

28. Contributions Before Effetive Date of Plan

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

29. Spin-off

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

30. 401k Rollover to IRA(s)

    By Guest PeteC, November 25, 2008
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    • 951 views
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    • Guest
    • November 25, 2008

31. Davis Bacon question - ADP testing

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

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

    By AdKu, October 20, 2016   

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

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

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

34. Top Heaviness for small startups

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

35. Forced "secondary" Distributions

    By Lou81, October 15, 2024   

    • distributions
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    • 670 views
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    • Lou81
    • October 15, 2024

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

    By John A, October 26, 2000
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    • John A
    • October 26, 2000

37. 401K disbursement

    By Guest celias, May 30, 2001
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    • Guest
    • May 30, 2001

38. 401(k) Committee Charter

    By Guest Darryl, July 16, 2001
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    • Guest
    • July 16, 2001

39. Top Heavy & Related Employers

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

40. 401(k)

    By Guest episarci, December 7, 2001
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    • Guest
    • December 7, 2001

41. Controlled Group - ADP Testing

    By Guest benefitsgirl, December 5, 2006
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    • 969 views
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    • Guest
    • December 5, 2006

42. 3rd Party Sick Pay

    By Guest kcousin, September 13, 2007
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    • Guest
    • September 13, 2007

43. Affiliated Service Group/Controlled Group

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

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

    By BG5150, December 13, 2018
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    • 461 views
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    • BG5150
    • December 13, 2018

45. Plan Investments

    By Guest gpr, March 31, 1999
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    • Guest
    • March 31, 1999

46. J&S Language and annuities available

    By austin3515, January 11, 2005
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    • austin3515
    • January 11, 2005

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

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

48. Controlled group disclosed too late

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

49. Employer contributions

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

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

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