401(k) Plans

19,337 topics in this forum

1. State Of The 401k Union

   By Guest saisson, August 15, 2001
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   • 1.4k views
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   • Guest
   • August 15, 2001

2. 415 refund error

   By fiona1, June 28, 2007
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   • 1.2k views
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   • fiona1
   • June 28, 2007

3. 401(k) withholding for work release prisoners

   By MSN, August 31, 2007
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   • 1.3k views
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   • MSN
   • August 31, 2007

4. Compensation Limit- To Prorate or Not...

   By Guest KAGrist, March 17, 2009
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   • 1.1k views
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   • Guest
   • March 17, 2009

5. Incorrect Salary Deferral Deduction

   By Guest fidelityrose, May 13, 2010
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   • 1.4k views
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   • Guest
   • May 13, 2010

6. finding which 1099's involve Roth so they can be coed correctly

   By Jim Chad, December 24, 2010
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   • 763 views
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   • Jim Chad
   • December 24, 2010

7. 30 Day Notice Fee Disclosure

   By khn, March 12, 2019
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   • 471 views
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   • khn
   • March 12, 2019

8. Successor Plan question

   By Belgarath, May 3, 2019
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   • 429 views
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   • Belgarath
   • May 3, 2019

9. calendar year match true up, off calendar year plan

   By TommyGunn13, October 17, 2019
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   • 459 views
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   • TommyGunn13
   • October 17, 2019

10. Real Estate Investments in 401(k) Plan

    By Hoard1, July 7, 1999
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    • 1.6k views
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    • Hoard1
    • July 7, 1999

11. 401(k) Vesting Schedule Statistics

    By Guest Judy Beedy, November 10, 1999
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    • 2k views
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    • Guest
    • November 10, 1999

12. Same desk rule help requested

    By Guest boberlander, April 27, 2001
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    • 1.8k views
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    • Guest
    • April 27, 2001

13. Gust 59 1/2

    By Guest hitt24, July 9, 2002
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    • 1.1k views
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    • Guest
    • July 9, 2002

14. Leveraged Stock transfer to new plan

    By Guest andmik, February 20, 2003
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    • 931 views
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    • Guest
    • February 20, 2003

15. Notice Requirement Prior to Retirement

    By Guest blackacre, March 10, 2003
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    • 938 views
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    • Guest
    • March 10, 2003

16. What would you do if .......?

    By GBurns, October 20, 2003
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    • 1.1k views
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    • GBurns
    • October 20, 2003

17. Union Employee's

    By Guest KD40, August 23, 2004
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    • 1.1k views
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    • Guest
    • August 23, 2004

18. ADP test in the year of acquisition

    By Guest MikeD, August 30, 2005
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    • 1.4k views
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    • Guest
    • August 30, 2005

19. Client with more than 1 union plan ADP testing

    By Guest anne1, March 3, 2006
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    • 1.3k views
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    • Guest
    • March 3, 2006

20. QDIA's

    By austin3515, September 24, 2009
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    • 904 views
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    • austin3515
    • September 24, 2009

21. Non-discrimination testing for partial year

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

22. 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

23. 10% Excise Tax on Return of Excess in Puerto Rico Only Plan

    By RRB, May 24, 2016
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    • 763 views
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    • RRB
    • May 24, 2016

24. Target Date Funds -- DOL Guidance

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

25. ADP and ACP Testing

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

26. 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

27. 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

28. 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

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

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

30. Coverage and a SH Match Plan

    By justatester, September 23, 2024
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    • 268 views
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    • justatester
    • September 23, 2024

31. 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

32. 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

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

    By Guest dubya, June 16, 2004
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    • 909 views
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    • Guest
    • June 16, 2004

34. Safe Harbor Plans

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

35. Company Stock Diversification

    By Guest Kristen B, April 3, 2007
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    • Guest
    • April 3, 2007

36. 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

37. 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

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

    By Guest kmp52001, April 5, 2012
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    • 911 views
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    • Guest
    • April 5, 2012

39. 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
    • 949 views
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    • cheersmate
    • October 21, 2015

40. Multiple Use After SBJPA

    By Alonzo, August 26, 1998
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    • 5.8k views
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    • Alonzo
    • August 26, 1998

41. New to QACAs

    By thepensionmaven, June 6, 2022
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    • 310 views
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    • thepensionmaven
    • June 6, 2022

42. Same Desk Rule

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

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

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

44. Fidelity Bond (ERISA 412)

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

45. Into the PEO

    By Guest Mike Schwing, February 3, 2003
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    • 1k views
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    • Guest
    • February 3, 2003

46. CODA

    By John Feldt ERPA CPC QPA, February 7, 2008
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    • John Feldt ERPA CPC QPA
    • February 7, 2008

47. Foreign Miscellaneous Government Entity

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

48. Comp paid in current year for prior years work

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

49. Mid-year amendment to vesting provisions in QACA

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

50. EGTRRA - contributions to K-plans

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