401(k) Plans

19,275 topics in this forum

1. Withholding Too Much under Plan's Compsenation Definition

   By Guest ggbrock, September 15, 2008
   • 0 replies
   • 1.3k views
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   • Guest
   • September 15, 2008

2. Coverage/ADP question

   By fiona1, November 5, 2008
   • 0 replies
   • 890 views
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   • fiona1
   • November 5, 2008

3. Severance

   By pixmax, February 4, 2010
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   • 965 views
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   • pixmax
   • February 4, 2010

4. 414(s) compensation and taxable dependent care benefits

   By Guest Yolanda, August 12, 2011
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   • 1.3k views
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   • Guest
   • August 12, 2011

5. controlled group?

   By gregburst, October 21, 2014
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   • 745 views
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   • gregburst
   • October 21, 2014

6. Controlled Group Compensation Question

   By pholosofizer, September 10, 2018
   • 0 replies
   • 441 views
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   • pholosofizer
   • September 10, 2018

7. Participant Death

   By Guest chant44, September 16, 1999
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   • 1.5k views
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   • Guest
   • September 16, 1999

8. QACA vs SHMAC

   By gregburst, August 24, 2023
   • 0 replies
   • 382 views
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   • gregburst
   • August 24, 2023

9. Minimum service conditions for safe-harbor 401(k) plan 3% nonelective

   By John A, October 11, 2000
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   • 1.3k views
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   • John A
   • October 11, 2000

10. Record Retention--DOL Final Rules

    By Guest Sparky, April 4, 2003
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    • 1.5k views
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    • Guest
    • April 4, 2003

11. SE "owner only" deposits 41K but has no income

    By Guest tracys, April 28, 2003
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    • 980 views
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    • Guest
    • April 28, 2003

12. IRS Mailing

    By Guest philc, June 25, 2003
    • 0 replies
    • 907 views
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    • Guest
    • June 25, 2003

13. retroactive amendment of insignificant error

    By Guest stakri, October 31, 2005
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    • 1.3k views
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    • Guest
    • October 31, 2005

14. Proving Guardian IS Guardian

    By austin3515, July 18, 2007
    • 0 replies
    • 1k views
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    • austin3515
    • July 18, 2007

15. Mergering 401(k) plans

    By tsrl01, February 4, 2010
    • 0 replies
    • 965 views
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    • tsrl01
    • February 4, 2010

16. Employer Funding Requirements

    By Nassau, October 18, 2010
    • 0 replies
    • 852 views
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    • Nassau
    • October 18, 2010

17. 401(k) plan + SEP, and nondiscrimination testing

    By AndrewZ, April 3, 2017
    • 0 replies
    • 554 views
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    • AndrewZ
    • April 3, 2017

18. Affiliated Service Groups

    By Guest Laura Millwood, April 29, 1999
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    • 1.4k views
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    • Guest
    • April 29, 1999

19. Aggregation in 2001 but not in 2002 . . . what are the prior year NHCE

    By Guest T-BONE, May 1, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • May 1, 2002

20. Terminating a Non-Elective 401(k) Safe Harbor - Limitation on Successor Plan?

    By ERISA1, May 7, 2004
    • 0 replies
    • 1k views
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    • ERISA1
    • May 7, 2004

21. Controlled group and same desk rule after EGTRRA

    By Guest Lawrence_Groves, July 21, 2004
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    • 1.3k views
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    • Guest
    • July 21, 2004

22. Recapture Account Allocation Method Change - new 404a-5 disclosure?

    By JustMe, December 20, 2018
    • 0 replies
    • 388 views
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    • JustMe
    • December 20, 2018

23. Help - IRS Plan Number Issue due to reverse plan merger

    By Zach Del, August 26, 2024   

    • 5500
    • merger/acquisition
    • (and 2 more)

      Tagged with:

      • 5500
      • merger/acquisition
      • compliance
      • reporting
    • 0 replies
    • 204 views
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    • Zach Del
    • August 26, 2024

24. How are APRSC (or SCP) employer correcting contributions to make up fo

    By John A, February 15, 2001
    • 0 replies
    • 1.5k views
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    • John A
    • February 15, 2001

25. First Plan year: 401(k)(3)(E) and then switch to current year

    By k man, November 19, 2003
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    • 1.1k views
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    • k man
    • November 19, 2003

26. Must 401(k) Safe Harbors be made for all plans of an employer?

    By ERISA1, May 7, 2004
    • 0 replies
    • 941 views
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    • ERISA1
    • May 7, 2004

27. safe harbor 3% nonelective

    By Guest Moira, September 18, 2006
    • 0 replies
    • 1.1k views
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    • Guest
    • September 18, 2006

28. Beta Test New Admin Software!!

    By Guest SJPrince, December 1, 1998
    • 0 replies
    • 1.5k views
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    • Guest
    • December 1, 1998

29. Indian Tribes

    By Guest HFOSTER, April 28, 2003
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    • 1.6k views
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    • Guest
    • April 28, 2003

30. Money type for cafeteria plan contribuions?

    By amcorson, July 21, 2004
    • 0 replies
    • 1.1k views
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    • amcorson
    • July 21, 2004

31. New Comp verbage

    By wsp, October 16, 2006
    • 0 replies
    • 1.4k views
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    • wsp
    • October 16, 2006

32. MEP plan - different match?

    By jmartin, August 27, 2021
    • 0 replies
    • 368 views
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    • jmartin
    • August 27, 2021

33. Safe Harbor Match - Who's Doing It?

    By Guest Hope Jones, December 1, 1998
    • 0 replies
    • 1.3k views
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    • Guest
    • December 1, 1998

34. Correction Steps when failure of more than one limit

    By Guest UKH, July 14, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • July 14, 2000

35. Defaulted loan installment used to satisfy a 70 1/2 required minimum

    By Moe Howard, January 8, 2001
    • 0 replies
    • 1.4k views
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    • Moe Howard
    • January 8, 2001

36. Former employer sues over blackout period

    By Guest smmay, April 18, 2001
    • 0 replies
    • 1.7k views
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    • Guest
    • April 18, 2001

37. Safe Harbor short plan year after SARSEP

    By Guest Wierenga, December 22, 2004
    • 0 replies
    • 1.3k views
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    • Guest
    • December 22, 2004

38. Earned Income

    By Guest Rutager, February 28, 2007
    • 0 replies
    • 1k views
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    • Guest
    • February 28, 2007

39. 401(k) Election Form 404(c) Compliance

    By Guest fatcatsplat, October 8, 2009
    • 0 replies
    • 1.5k views
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    • Guest
    • October 8, 2009

40. ADP/ACP when Seller's plan terminated and HCE's then move to Buyer's plan mid-year

    By Trekker, March 5, 2010
    • 0 replies
    • 941 views
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    • Trekker
    • March 5, 2010

41. 401(k) deduction prior to signed document

    By Becky Schwing, November 1, 2016
    • 0 replies
    • 631 views
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    • Becky Schwing
    • November 1, 2016

42. EGTRRA's impact on income averaging

    By Guest Ralph, July 18, 2001
    • 0 replies
    • 1.7k views
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    • Guest
    • July 18, 2001

43. Payroll advance

    By 401kAllTheWay, October 27
    • 0 replies
    • 202 views
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    • 401kAllTheWay
    • October 27

44. Effectively connected income

    By John A, April 7, 2003
    • 0 replies
    • 2.7k views
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    • John A
    • April 7, 2003

45. New Plan - Okay with Successor Rule?

    By justanotheradmin, September 28, 2015   

    • successor
    • termination
    • 0 replies
    • 1.2k views
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    • justanotheradmin
    • September 28, 2015

46. Leased employee - HCE definition

    By Guest Keith N, December 3, 1998
    • 0 replies
    • 1.7k views
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    • Guest
    • December 3, 1998

47. Fiscal year plan (1/31/24) overcontributes before end of plan year.

    By Fibonacci, December 24, 2024
    • 0 replies
    • 339 views
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    • Fibonacci
    • December 24, 2024

48. 3401a wages

    By Cathy from Chicago, December 9, 2002
    • 0 replies
    • 3.2k views
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    • Cathy from Chicago
    • December 9, 2002

49. DOL Safe Harbor - Deposit of EE Contributions

    By DTH, August 19, 2005
    • 0 replies
    • 1.1k views
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    • DTH
    • August 19, 2005

50. Separate Trust Agreements

    By Stevo-PDX, July 27, 2012
    • 0 replies
    • 794 views
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    • Stevo-PDX
    • July 27, 2012