401(k) Plans

19,275 topics in this forum

1. Criteria for 10 day extension if 15 Bz day missed for contributions

   By Guest Richele, February 24, 1999
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   • Guest
   • February 24, 1999

2. HCEs in 2 Plans

   By Guest Chains, November 30, 1999
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   • Guest
   • November 30, 1999

3. peo and commonly controlled company

   By Guest CAM223, February 5, 2003
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   • Guest
   • February 5, 2003

4. Catchup Contributions - "Plan Imposed Limit"

   By ERISA1, October 30, 2006
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   • ERISA1
   • October 30, 2006

5. Transfer Contribution from Cafeteria Plan

   By Guest KennyH, February 13, 2008
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   • 991 views
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   • Guest
   • February 13, 2008

6. Mid-Year safe Harbor Merger

   By PMC, September 29, 2009
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   • PMC
   • September 29, 2009

7. PTO Contribution Amendment

   By Guest Statler, May 18, 2010
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   • Guest
   • May 18, 2010

8. Eligibility Credit for Unpaid Spouse's Service?

   By cheersmate, May 17, 2023   

   • unpaid hours
   • credit for unpaid hours
   • (and 3 more)

     Tagged with:

     • unpaid hours
     • credit for unpaid hours
     • eligibility service
     • spouse
     • relius
   • 0 replies
   • 421 views
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   • cheersmate
   • May 17, 2023

9. GLB BSA and USA Patriot act.

   By fidu, March 18, 2002
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   • fidu
   • March 18, 2002

10. return of after-tax contribution made lasta year?

    By Guest jy12443, April 10, 2008
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    • 892 views
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    • Guest
    • April 10, 2008

11. Definition of HCE when plan sponsor acquires an existing business.

    By Guest, March 6, 2000
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    • 1.4k views
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    • Guest
    • March 6, 2000

12. Profit Sharing Spin-off: all or only 401(k) portion?

    By Guest LDH1, December 5, 2000
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    • Guest
    • December 5, 2000

13. Advocacy - I Need Someone's Help

    By Guest France, July 11, 2001
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    • Guest
    • July 11, 2001

14. Merger of DCP

    By J2D2, January 12, 2002
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    • J2D2
    • January 12, 2002

15. 100% tax withholding on deminimus distributions?

    By Guest Cricket1, October 22, 2002
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    • 1.1k views
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    • Guest
    • October 22, 2002

16. 401k rpoduct/model

    By Guest DU student, June 9, 2008
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    • Guest
    • June 9, 2008

17. DOL Advisory Opinion 81-78

    By Wessex, June 26, 2017
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    • 427 views
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    • Wessex
    • June 26, 2017

18. Retro amendment to increase SH Match

    By austin3515, October 1, 2021
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    • 271 views
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    • austin3515
    • October 1, 2021

19. List of plans requiring audits

    By Guest Stevejp, August 3, 1999
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    • 1.3k views
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    • Guest
    • August 3, 1999

20. QACA Match - formula not being capped

    By Spencer, April 11
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    • 521 views
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    • Spencer
    • April 11

21. Two Plans, one brokerage account

    By austin3515, December 19, 2003
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    • 912 views
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    • austin3515
    • December 19, 2003

22. Re-deposit excess contributions and make QNEC instead?

    By Guest Pam Mc, April 3, 2006
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    • 1.1k views
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    • Guest
    • April 3, 2006

23. Returning ADP refunds to opt for a QNEC

    By fiona1, March 14, 2007
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    • 1.1k views
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    • fiona1
    • March 14, 2007

24. How to test controlled group with 2 different plans?

    By Jakyasar, October 2, 2021
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    • 562 views
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    • Jakyasar
    • October 2, 2021

25. Changing QACA percentage mid-year

    By cpc0506, August 26, 2022
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    • 336 views
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    • cpc0506
    • August 26, 2022

26. Overfunding Safe Harbor Contribution can use classify as "mistake

    By Guest Kelly Musico, March 7, 2000
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    • 2.5k views
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    • Guest
    • March 7, 2000

27. Incidental benefit limit for life insurance.

    By Guest Thornton, August 1, 2002
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    • Guest
    • August 1, 2002

28. Life Insurance Distributions

    By austin3515, May 2, 2006
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    • 1.1k views
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    • austin3515
    • May 2, 2006

29. Blackout Notice - Failure to Provide to Some Participants

    By LRC, April 23, 2013
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    • 1.5k views
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    • LRC
    • April 23, 2013

30. ACP testing question

    By fiona1, March 19, 2014
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    • 814 views
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    • fiona1
    • March 19, 2014

31. Safe Harbor Contributions

    By Guest EBraxton, August 3, 1999
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    • Guest
    • August 3, 1999

32. What constitutes a separate division under the same desk rule?

    By Guest JWBrown, February 8, 2001
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    • 1.7k views
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    • Guest
    • February 8, 2001

33. OK for same employer to have 2 different 401(k) plans? One will be safe harbor, other will be subject to ADP testing

    By Guest RSNOW, September 30, 2003
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    • 1.1k views
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    • Guest
    • September 30, 2003

34. Military Leave - Tax treatment of made up contributions for prior years.

    By Guest 2341mid, February 20, 2004
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    • 1k views
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    • Guest
    • February 20, 2004

35. Solo 401(k) and health insurance premiums

    By Guest BruceC, April 24, 2011
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    • 1.1k views
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    • Guest
    • April 24, 2011

36. pro rated limits for joining a MEP mid year?

    By AlbanyConsultant, May 18, 2023
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    • 412 views
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    • AlbanyConsultant
    • May 18, 2023

37. Controlled Group Vesting

    By Guest carsca, May 13, 2002
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    • Guest
    • May 13, 2002

38. ADP Testing

    By MBCarey, March 22, 2004
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    • 962 views
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    • MBCarey
    • March 22, 2004

39. HCE Determination with a Stock Deal

    By justatester, August 6, 2009
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    • 930 views
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    • justatester
    • August 6, 2009

40. What does it mean to "maintain" a plan under §1003?

    By JWRB, August 24, 2017
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    • 359 views
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    • JWRB
    • August 24, 2017

41. Tribal 401(k) Plans

    By TPApril, July 12, 2019
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    • 399 views
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    • TPApril
    • July 12, 2019

42. COLI Fraud

    By Guest kkirk, October 6, 1998
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    • Guest
    • October 6, 1998

43. Application of 401(a)(17) Compensation Limit to After-Tax Contributions

    By rocknrolls2, February 11, 2006
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    • rocknrolls2
    • February 11, 2006

44. Lost Check, and Reduction Rules

    By Guest JB2, February 26, 1999
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    • 1.3k views
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    • Guest
    • February 26, 1999

45. SAFEHARBOR ADOPTION SPONSOR MERGERS

    By Guest CFM, March 7, 2000
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    • Guest
    • March 7, 2000

46. Volume Submitter To Prototype & Gust

    By sdix401k, August 1, 2002
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    • sdix401k
    • August 1, 2002

47. Sample Test - Document Drafting

    By Guest JJB12, March 5, 2004
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    • 987 views
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    • Guest
    • March 5, 2004

48. Controll group, average benefit test, and ADP test

    By Guest cxs, November 1, 2004
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    • Guest
    • November 1, 2004

49. QNEC Contribution and Allocation

    By buckaroo, September 29, 2005
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    • 2.1k views
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    • buckaroo
    • September 29, 2005

50. discrimination testing for 401(k) and 403(b)

    By Guest Rocky, October 5, 2007
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    • 1.2k views
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    • Guest
    • October 5, 2007