401(k) Plans

19,321 topics in this forum

1. QSLOB Question

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

2. Annual Qslob testing requirements

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

3. ADP Testing and correction of other errors

   By Janice F, November 12, 2015   

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

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

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

5. 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

6. Small Business and Work Opportunity tax act of 2007

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

7. 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

8. SIMPLE IRA and controlled Group

   By 52626, February 12, 2014
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   • 880 views
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   • 52626
   • February 12, 2014

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

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

10. 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

11. Compensation in CG/ASG

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

12. QNEC and proposed regs

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

13. Ownership Participation situation

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

14. 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

15. Oops, we forgot to amend the Plan

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

16. Restricted Stock

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

17. 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

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

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

19. Hardship suspension

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

20. Missed Deferral

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

21. Sponsor Reimbursement of Investment Expenses

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

22. Using PenChecks to Dep. Er Contribs

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

23. Lost Earnings

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

24. Prior year testing and missed employee

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

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

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

26. Freezing a Money Purchase plan mid-year

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

27. Suspend Auto-Increase for Deferrals

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

28. Help with Form 5300

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

29. Uniformity - EACA / QACA

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

30. Form 1098-Q QLAC Reporting

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

31. Acquisition of another corporation

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

32. 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

33. 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

34. 404(c) Protection/QDIA Protection

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

35. Excess Deferral Correction

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

36. Dept of Labor regulations

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

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

    By Guest miltzall, July 12, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • July 12, 2000

38. 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

39. Controlled Group/Common Ownership

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

40. PPA Question re: Default Investments

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

41. 410(b)(6)(C) transition period

    By Guest usafa89, October 15, 2010
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    • 2.5k views
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    • Guest
    • October 15, 2010

42. Excess Correction

    By Guest Spock, September 5, 2012
    • 0 replies
    • 1.1k views
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    • Guest
    • September 5, 2012

43. 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

44. Match on "Catch-up" and ACP

    By Guest Andy Mayo, June 25, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • June 25, 2001

45. Formulas for determining annual profit sharing contributions

    By LCARUSI, January 18, 2002
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    • 1.4k views
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    • LCARUSI
    • January 18, 2002

46. EXCESS MATCH

    By Lori H, March 16, 2006
    • 0 replies
    • 1.5k views
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    • Lori H
    • March 16, 2006

47. Roth 401(k) rollover to Roth 403(b)

    By Guest Brian0925, February 1, 2007
    • 0 replies
    • 907 views
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    • Guest
    • February 1, 2007

48. State paid leave laws

    By R. Butler, March 25, 2023
    • 0 replies
    • 398 views
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    • R. Butler
    • March 25, 2023

49. RMD - Sole Spouse Beneficiary

    By M_2015, August 23, 2023
    • 0 replies
    • 668 views
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    • M_2015
    • August 23, 2023

50. Employer contribution tax credit SECURE 2.0, Form 8881

    By justanotheradmin, February 22, 2024
    • 0 replies
    • 354 views
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    • justanotheradmin
    • February 22, 2024