401(k) Plans

19,275 topics in this forum

1. Related Parties - Insurance Agency

   By TPA Bob, February 9, 2015   

   • Insurance Agent and Agency
   • 0 replies
   • 897 views
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   • TPA Bob
   • February 9, 2015

2. Contingent Benefit Rule - 401(k) Deferrals Limited Based on NQDC Deferrals

   By EBECatty, September 22, 2015
   • 0 replies
   • 1.3k views
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   • EBECatty
   • September 22, 2015

3. Vesting and Protected Benefits Issues When Amending and Restating a Mo

   By Guest W J Parks, August 31, 2000
   • 0 replies
   • 1.6k views
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   • Guest
   • August 31, 2000

4. QACA auto-enrollment question

   By Bruce1, December 16, 2024
   • 0 replies
   • 425 views
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   • Bruce1
   • December 16, 2024

5. Fidleity Bonding in a Multiple Employer Plan

   By austin3515, October 29, 2003
   • 0 replies
   • 1.3k views
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   • austin3515
   • October 29, 2003

6. Hurricane Relief?

   By Brenda Wren, October 14, 2004
   • 0 replies
   • 1.1k views
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   • Brenda Wren
   • October 14, 2004

7. Gateway minimum & excluded class of employees

   By Guest M. Martin, January 31, 2007
   • 0 replies
   • 1.2k views
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   • Guest
   • January 31, 2007

8. QSLOB Question

   By Guest Bearlee, February 27, 2007
   • 0 replies
   • 1k views
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   • Guest
   • February 27, 2007

9. Annual Qslob testing requirements

   By Floridaattorney, December 23, 2013
   • 0 replies
   • 2.1k views
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   • Floridaattorney
   • December 23, 2013

10. ADP Testing and correction of other errors

    By Janice F, November 12, 2015   

    • ADP ACP
    • 0 replies
    • 739 views
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    • Janice F
    • November 12, 2015

11. SECURE 2.0 & new plan in 2022 / Saver's Credits

    By TPApril, March 23, 2023
    • 0 replies
    • 431 views
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    • TPApril
    • March 23, 2023

12. 401(k) Plan with Calendar Limitation Year and Fiscal Plan Year

    By Guest geschaft, March 21, 2007
    • 0 replies
    • 1k views
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    • Guest
    • March 21, 2007

13. Small Business and Work Opportunity tax act of 2007

    By austin3515, November 5, 2009
    • 0 replies
    • 837 views
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    • austin3515
    • November 5, 2009

14. Spreadsheet Formula for Excess Life Calculation

    By Susan S., March 10, 2011
    • 0 replies
    • 1.2k views
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    • Susan S.
    • March 10, 2011

15. SIMPLE IRA and controlled Group

    By 52626, February 12, 2014
    • 0 replies
    • 867 views
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    • 52626
    • February 12, 2014

16. Are deferrals in excess of plan's limit counted in ADP testing?

    By John A, April 3, 2000
    • 0 replies
    • 1.4k views
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    • John A
    • April 3, 2000

17. COnverting Loans During a Change of Recordkeepers and Impact on Amortization Schedules

    By Guest andmik, October 8, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • October 8, 2003

18. Compensation in CG/ASG

    By goldtpa, March 25, 2004
    • 0 replies
    • 1.1k views
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    • goldtpa
    • March 25, 2004

19. QNEC and proposed regs

    By Guest LuannJ, August 10, 2004
    • 0 replies
    • 1.1k views
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    • Guest
    • August 10, 2004

20. Ownership Participation situation

    By buckaroo, May 26, 2005
    • 0 replies
    • 1.1k views
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    • buckaroo
    • May 26, 2005

21. different eligibilty for EE groups in Safe harbor

    By Guest hyper, February 27, 2007
    • 0 replies
    • 1.1k views
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    • Guest
    • February 27, 2007

22. Oops, we forgot to amend the Plan

    By Guest PBJ, May 19, 2008
    • 0 replies
    • 1k views
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    • Guest
    • May 19, 2008

23. Restricted Stock

    By fiona1, February 3, 2010
    • 0 replies
    • 2.1k views
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    • fiona1
    • February 3, 2010

24. Automatic 401(k) Enrollment

    By Guest Sheree Wynn, November 18, 1998
    • 0 replies
    • 1.7k views
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    • Guest
    • November 18, 1998

25. Roth Catch Up, Spillover/Linked NQDCs and deemed Roth elections

    By Paul I, October 22
    • 0 replies
    • 269 views
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    • Paul I
    • October 22

26. Hardship suspension

    By Guest anne1, April 12, 2006
    • 0 replies
    • 1.3k views
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    • Guest
    • April 12, 2006

27. Missed Deferral

    By Nassau, September 20, 2010
    • 0 replies
    • 926 views
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    • Nassau
    • September 20, 2010

28. Sponsor Reimbursement of Investment Expenses

    By Guest, April 4, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • April 4, 2000

29. Using PenChecks to Dep. Er Contribs

    By austin3515, February 14, 2011
    • 0 replies
    • 845 views
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    • austin3515
    • February 14, 2011

30. Lost Earnings

    By cpc0506, July 24, 2012
    • 0 replies
    • 1.5k views
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    • cpc0506
    • July 24, 2012

31. Prior year testing and missed employee

    By cpc0506, November 12, 2015
    • 0 replies
    • 869 views
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    • cpc0506
    • November 12, 2015

32. Carryover of Deferral Elections to QACA? Uniformity Requirement an issue?

    By casey72, April 26, 2022
    • 0 replies
    • 396 views
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    • casey72
    • April 26, 2022

33. Freezing a Money Purchase plan mid-year

    By PMC, October 8, 2001
    • 0 replies
    • 2k views
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    • PMC
    • October 8, 2001

34. Suspend Auto-Increase for Deferrals

    By Guest AEA, February 12, 2009
    • 0 replies
    • 923 views
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    • Guest
    • February 12, 2009

35. Help with Form 5300

    By fiona1, December 4, 2009
    • 0 replies
    • 873 views
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    • fiona1
    • December 4, 2009

36. Uniformity - EACA / QACA

    By Guest ppapdx, November 4, 2013
    • 0 replies
    • 1.9k views
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    • Guest
    • November 4, 2013

37. Form 1098-Q QLAC Reporting

    By erisa29, April 5, 2015
    • 0 replies
    • 1.5k views
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    • erisa29
    • April 5, 2015

38. Acquisition of another corporation

    By Guest Donkey Kong, January 3, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • January 3, 2002

39. State and local government 401(k)s

    By Guest Donaldson, March 22, 2002
    • 0 replies
    • 1.5k views
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    • Guest
    • March 22, 2002

40. Top Heavy Contribution For Controlled Group

    By Lori Foresz, March 25, 2004
    • 0 replies
    • 1.3k views
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    • Lori Foresz
    • March 25, 2004

41. 404(c) Protection/QDIA Protection

    By Nassau, August 13, 2008
    • 0 replies
    • 1.6k views
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    • Nassau
    • August 13, 2008

42. Excess Deferral Correction

    By Guest Jill B, May 19, 2009
    • 0 replies
    • 1k views
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    • Guest
    • May 19, 2009

43. Dept of Labor regulations

    By Guest randy, September 14, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • September 14, 1999

44. switching from a 401 (k) to a defined benefit plan.

    By Guest miltzall, July 12, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • July 12, 2000

45. US Virgin Islands Controlled group subsidiary of US parent

    By Guest Jose Rosario, December 10, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • December 10, 2001

46. Controlled Group/Common Ownership

    By MarZDoates, April 4, 2003
    • 0 replies
    • 1.2k views
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    • MarZDoates
    • April 4, 2003

47. PPA Question re: Default Investments

    By Guest GoldenBear03, February 27, 2007
    • 0 replies
    • 877 views
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    • Guest
    • February 27, 2007

48. 410(b)(6)(C) transition period

    By Guest usafa89, October 15, 2010
    • 0 replies
    • 2.4k views
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    • Guest
    • October 15, 2010

49. Excess Correction

    By Guest Spock, September 5, 2012
    • 0 replies
    • 1k views
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    • Guest
    • September 5, 2012

50. Annual Notice for Auto Enrollees

    By Guest Jose Rosario, May 31, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • May 31, 2001