401(k) Plans

19,317 topics in this forum

1. QDIA's

   By austin3515, September 24, 2009
   • 0 replies
   • 899 views
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   • austin3515
   • September 24, 2009

2. Non-discrimination testing for partial year

   By jukeboy56, September 26, 2011
   • 0 replies
   • 1.1k views
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   • jukeboy56
   • September 26, 2011

3. Separating a Multiple-Employer Plan...With a Twist

   By Gadgetfreak, March 11, 2014   

   • Multiple-Employer
   • 0 replies
   • 1.2k views
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   • Gadgetfreak
   • March 11, 2014

4. 10% Excise Tax on Return of Excess in Puerto Rico Only Plan

   By RRB, May 24, 2016
   • 0 replies
   • 756 views
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   • RRB
   • May 24, 2016

5. Target Date Funds -- DOL Guidance

   By Guest Ms. Kate, May 13, 2010
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   • 947 views
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   • Guest
   • May 13, 2010

6. ADP and ACP Testing

   By JRN, October 27, 2010
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   • 890 views
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   • JRN
   • October 27, 2010

7. Unallocated account upon plan termination

   By 7806akp, April 20, 2011
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   • 1.4k views
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   • 7806akp
   • April 20, 2011

8. Roll "IN" to plan of death benefit 401(k) balance

   By pmacduff, April 26, 2004
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   • 1.1k views
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   • pmacduff
   • April 26, 2004

9. 401 fees and Lawsuits

   By Guest BobParks, August 26, 1998
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   • 5.8k views
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   • Guest
   • August 26, 1998

10. Merge Plans Mid Year with QACA and Enhanced SH Formulas

    By Pensions2020, January 25, 2024
    • 0 replies
    • 320 views
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    • Pensions2020
    • January 25, 2024

11. Coverage and a SH Match Plan

    By justatester, September 23, 2024
    • 0 replies
    • 253 views
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    • justatester
    • September 23, 2024

12. ASPA Journal numbers don't make sense to me

    By Guest Boilerburm, December 13, 2002
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    • 1.2k views
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    • Guest
    • December 13, 2002

13. k-1 Compensation and Deferrals

    By Guest Max Power, December 17, 2003
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    • 2.6k views
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    • Guest
    • December 17, 2003

14. Eligibility issues when going from a SEP to a 401k

    By Guest dubya, June 16, 2004
    • 0 replies
    • 904 views
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    • Guest
    • June 16, 2004

15. Safe Harbor Plans

    By Guest zora, September 27, 2006
    • 0 replies
    • 1.1k views
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    • Guest
    • September 27, 2006

16. Company Stock Diversification

    By Guest Kristen B, April 3, 2007
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    • 1.1k views
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    • Guest
    • April 3, 2007

17. Prohibited Transactions/Parties in Interest

    By MBCarey, October 1, 2007
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    • 1.1k views
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    • MBCarey
    • October 1, 2007

18. Safe Harbor Match -- Additional Formula

    By Archimage, January 4, 2008
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    • 1.3k views
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    • Archimage
    • January 4, 2008

19. General Test for Fiscal Year Contribution in Calendar Year Plan

    By Guest kmp52001, April 5, 2012
    • 0 replies
    • 907 views
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    • Guest
    • April 5, 2012

20. Missed Enrollment of Rehired Participant in SH401k

    By cheersmate, October 21, 2015   

    • 401k safe harbor
    • eligibility correction
    • (and 1 more)

      Tagged with:

      • 401k safe harbor
      • eligibility correction
      • corrective contribution
    • 0 replies
    • 941 views
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    • cheersmate
    • October 21, 2015

21. Multiple Use After SBJPA

    By Alonzo, August 26, 1998
    • 0 replies
    • 5.7k views
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    • Alonzo
    • August 26, 1998

22. New to QACAs

    By thepensionmaven, June 6, 2022
    • 0 replies
    • 300 views
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    • thepensionmaven
    • June 6, 2022

23. Same Desk Rule

    By Guest pep, July 12, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • July 12, 1999

24. termination of (k) portion of KSOP prior to corporate merger

    By EGB, July 26, 2001
    • 0 replies
    • 1.3k views
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    • EGB
    • July 26, 2001

25. Fidelity Bond (ERISA 412)

    By lkpittman, May 30, 2002
    • 0 replies
    • 1.7k views
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    • lkpittman
    • May 30, 2002

26. Into the PEO

    By Guest Mike Schwing, February 3, 2003
    • 0 replies
    • 999 views
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    • Guest
    • February 3, 2003

27. CODA

    By John Feldt ERPA CPC QPA, February 7, 2008
    • 0 replies
    • 1.4k views
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    • John Feldt ERPA CPC QPA
    • February 7, 2008

28. Foreign Miscellaneous Government Entity

    By SRP, January 7, 2009
    • 0 replies
    • 1k views
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    • SRP
    • January 7, 2009

29. Comp paid in current year for prior years work

    By CJS07, July 7, 2010
    • 0 replies
    • 863 views
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    • CJS07
    • July 7, 2010

30. Mid-year amendment to vesting provisions in QACA

    By Belgarath, March 28, 2022
    • 0 replies
    • 292 views
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    • Belgarath
    • March 28, 2022

31. EGTRRA - contributions to K-plans

    By JanetM, September 26, 2001
    • 0 replies
    • 1.2k views
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    • JanetM
    • September 26, 2001

32. DC Plan Fees and SPD disclosure

    By alexa, May 9, 2002
    • 0 replies
    • 1.4k views
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    • alexa
    • May 9, 2002

33. Who can pay plan fees?

    By Guest MES, January 23, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • January 23, 2003

34. Deferrals supposed to be suspended for 12 months after hardship distribution but 4 months after the distribution he starts deferring again; trouble?

    By Guest MNR, September 26, 2003
    • 0 replies
    • 903 views
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    • Guest
    • September 26, 2003

35. 2005 401k reimbursed to employee that was not eligible

    By Guest akv, November 20, 2006
    • 0 replies
    • 1.1k views
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    • Guest
    • November 20, 2006

36. SARSEP has failed ADP for 2010

    By Guest sugar daddy, February 28, 2011
    • 0 replies
    • 891 views
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    • Guest
    • February 28, 2011

37. Ceasing an EACA mid year

    By 30Rock, April 20, 2011
    • 0 replies
    • 1.3k views
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    • 30Rock
    • April 20, 2011

38. Terminated plan with staledated checks

    By DDB BN, February 5, 2020
    • 0 replies
    • 437 views
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    • DDB BN
    • February 5, 2020

39. Excess Distributions

    By Guest Thornton, February 5, 1999
    • 0 replies
    • 1.7k views
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    • Guest
    • February 5, 1999

40. Blackout Period Notice Requirement Effective Date

    By John A, September 11, 2002
    • 0 replies
    • 1.2k views
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    • John A
    • September 11, 2002

41. Potential pitfalls in opening 401k and freezing 403b

    By Guest kbett, April 3, 2007
    • 0 replies
    • 1.2k views
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    • Guest
    • April 3, 2007

42. Statement Due dates

    By Dazednconfused, August 3, 2009
    • 0 replies
    • 873 views
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    • Dazednconfused
    • August 3, 2009

43. Ransomware / Missed Deferrals

    By TPA Bob, May 6, 2019   

    • ransomware
    • missed deferrals
    • 0 replies
    • 562 views
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    • TPA Bob
    • May 6, 2019

44. First year Top Heavy and catch-up

    By NW529, December 15, 2020
    • 0 replies
    • 357 views
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    • NW529
    • December 15, 2020

45. Escaping a PEP and establishing a new single-Employer 401(k) plan

    By 415 Limit, February 21, 2023
    • 0 replies
    • 477 views
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    • 415 Limit
    • February 21, 2023

46. Requirements for eliminating optional forms?

    By John A, July 26, 2001
    • 0 replies
    • 1.3k views
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    • John A
    • July 26, 2001

47. Pension Health Insurance Premium?

    By caryn22359, December 13, 2011
    • 0 replies
    • 896 views
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    • caryn22359
    • December 13, 2011

48. Client Retention Rates / Attrition

    By buecker, March 29, 2016   

    • Client Retention
    • Client Attrition
    • 0 replies
    • 899 views
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    • buecker
    • March 29, 2016

49. Top-heavy, early eligibility

    By Guest John Nelson, February 24, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • February 24, 2000

50. Correction of forfeitures

    By Guest VAP, November 9, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • November 9, 2000