401(k) Plans

19,337 topics in this forum

1. Excess Deferral + ADP Excess Contribution and Non-Calendar Year Plan Years

   By DTH, November 30, 2004
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   • 1.2k views
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   • DTH
   • November 30, 2004

2. Eligibility for rehired employees

   By Guest aquarius, March 21, 2007
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   • 1.8k views
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   • Guest
   • March 21, 2007

3. New QACA - Effect of Rehires upon Automatic Contribution Increases and Permissible Withdrawals

   By rocknrolls2, November 9, 2007
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   • 1.9k views
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   • rocknrolls2
   • November 9, 2007

4. Auto Enrollment & Military Leave

   By Guest igglesfan, December 14, 2007
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   • 1.1k views
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   • Guest
   • December 14, 2007

5. Move from Payroll Based to Insured STD - 401(k) Contributions

   By rocknrolls2, March 2, 2016
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   • 868 views
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   • rocknrolls2
   • March 2, 2016

6. 5500 extension

   By Guest ars1, September 12, 1999
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   • 1.5k views
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   • Guest
   • September 12, 1999

7. another deduction question

   By thepensionmaven, December 30, 1999
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   • 1.4k views
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   • thepensionmaven
   • December 30, 1999

8. What are safe-harbor notice requirements for brand new plan (but not n

   By John A, March 31, 2000
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   • 1.3k views
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   • John A
   • March 31, 2000

9. CODA amendment

   By Guest jim williams, March 15, 2005
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   • 1k views
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   • Guest
   • March 15, 2005

10. QDIA

    By Guest ak, October 12, 2006
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    • 1.2k views
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    • Guest
    • October 12, 2006

11. Top heavy contribution and leave of absence

    By blue, November 7, 2006
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    • 1.4k views
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    • blue
    • November 7, 2006

12. Related Parties - Insurance Agency

    By TPA Bob, February 9, 2015   

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

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

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

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

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

15. QACA auto-enrollment question

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

16. Fidleity Bonding in a Multiple Employer Plan

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

17. Hurricane Relief?

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

18. Gateway minimum & excluded class of employees

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

19. QSLOB Question

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

20. Annual Qslob testing requirements

    By Floridaattorney, December 23, 2013
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    • 2.2k views
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    • Floridaattorney
    • December 23, 2013

21. ADP Testing and correction of other errors

    By Janice F, November 12, 2015   

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

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

    By TPApril, March 23, 2023
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    • 450 views
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    • TPApril
    • March 23, 2023

23. 401(k) Plan with Calendar Limitation Year and Fiscal Plan Year

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

24. Small Business and Work Opportunity tax act of 2007

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

25. Spreadsheet Formula for Excess Life Calculation

    By Susan S., March 10, 2011
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    • 1.3k views
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    • Susan S.
    • March 10, 2011

26. SIMPLE IRA and controlled Group

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

27. 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

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

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

29. Compensation in CG/ASG

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

30. QNEC and proposed regs

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

31. Ownership Participation situation

    By buckaroo, May 26, 2005
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    • 1.2k views
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    • buckaroo
    • May 26, 2005

32. 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

33. Oops, we forgot to amend the Plan

    By Guest PBJ, May 19, 2008
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    • 1.1k views
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    • Guest
    • May 19, 2008

34. Restricted Stock

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

35. Automatic 401(k) Enrollment

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

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

    By Paul I, October 22, 2025
    • 0 replies
    • 353 views
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    • Paul I
    • October 22, 2025

37. Hardship suspension

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

38. Missed Deferral

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

39. Sponsor Reimbursement of Investment Expenses

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

40. Using PenChecks to Dep. Er Contribs

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

41. Lost Earnings

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

42. Prior year testing and missed employee

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

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

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

44. Freezing a Money Purchase plan mid-year

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

45. Suspend Auto-Increase for Deferrals

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

46. Help with Form 5300

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

47. Uniformity - EACA / QACA

    By Guest ppapdx, November 4, 2013
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    • Guest
    • November 4, 2013

48. Form 1098-Q QLAC Reporting

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

49. Acquisition of another corporation

    By Guest Donkey Kong, January 3, 2002
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    • 1.4k views
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    • Guest
    • January 3, 2002

50. 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