401(k) Plans

19,337 topics in this forum

1. Key employee determination in a short plan year

   By SW77, September 9, 2020
   • 0 replies
   • 425 views
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   • SW77
   • September 9, 2020

2. Small Employer Start-up Tax Credits

   By Gilmore, August 7, 2023
   • 0 replies
   • 325 views
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   • Gilmore
   • August 7, 2023

3. Safe Harbor Match Issues

   By FishOn, February 9, 2024
   • 0 replies
   • 499 views
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   • FishOn
   • February 9, 2024

4. tiered match

   By Guest greggi39, June 17, 2005
   • 0 replies
   • 1.4k views
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   • Guest
   • June 17, 2005

5. Loan Basis after Deemed Distribution

   By GU, August 14, 2025
   • 0 replies
   • 212 views
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   • GU
   • August 14, 2025

6. Prior Year Testing and QMAC's

   By Guest Robin Vatalaro, October 4, 2002
   • 0 replies
   • 1.8k views
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   • Guest
   • October 4, 2002

7. SPD Timing - New Plan

   By Guest jhilliard, June 17, 2003
   • 0 replies
   • 1.2k views
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   • Guest
   • June 17, 2003

8. Cost Basis - Stock - Unitized Fund

   By CO Bank, October 5, 2006
   • 0 replies
   • 2.6k views
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   • CO Bank
   • October 5, 2006

9. Payments to PBGC for Missing Participants (PPA)

   By J. Bringhurst, November 1, 2006
   • 0 replies
   • 1.1k views
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   • J. Bringhurst
   • November 1, 2006

10. Underpayment Rate / DOL VFCP Calculator

    By austin3515, March 25, 2019
    • 0 replies
    • 523 views
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    • austin3515
    • March 25, 2019

11. Frozen Annuity Valuations

    By Guest AKeith, March 13, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • March 13, 2000

12. How will payroll services handle Age 50 Catch-up contributions?

    By John A, November 12, 2001
    • 0 replies
    • 1.4k views
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    • John A
    • November 12, 2001

13. FOREIGN BASED EMPLOYEES

    By Guest padmin, August 27, 2004
    • 0 replies
    • 1.2k views
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    • Guest
    • August 27, 2004

14. Annual notice for automatic enroolment

    By blue, October 5, 2006
    • 0 replies
    • 1.2k views
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    • blue
    • October 5, 2006

15. Impermissible investments

    By Guest Iwonder, September 30, 2009
    • 0 replies
    • 1.1k views
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    • Guest
    • September 30, 2009

16. 401k audit

    By Guest VEBAPLAN, May 19, 2010
    • 0 replies
    • 2k views
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    • Guest
    • May 19, 2010

17. Matching Contribution

    By Guest TPA Guy, February 3, 2012
    • 0 replies
    • 754 views
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    • Guest
    • February 3, 2012

18. New Mexico Tax Extension

    By Dawn Hafner, August 1, 2001
    • 0 replies
    • 1.3k views
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    • Dawn Hafner
    • August 1, 2001

19. Okay to grant service with previous employer?

    By John A, May 9, 2003
    • 0 replies
    • 1k views
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    • John A
    • May 9, 2003

20. Payment to a Guardian

    By Guest TroyRiley, April 1, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • April 1, 2005

21. Corrective QNECs for Missed Deferrals

    By Guest awnodn, December 6, 2007
    • 0 replies
    • 980 views
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    • Guest
    • December 6, 2007

22. Hardship - School Loans

    By Guest Milt Colegrove, August 23, 1999
    • 0 replies
    • 1.9k views
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    • Guest
    • August 23, 1999

23. Anti-Cutback: Timing Amendment Affect Benefits in Pay Status?

    By rocknrolls2, August 2, 2000
    • 0 replies
    • 1.6k views
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    • rocknrolls2
    • August 2, 2000

24. Related Rollovers

    By Guest clh, April 1, 2003
    • 0 replies
    • 1.5k views
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    • Guest
    • April 1, 2003

25. What groups should participate in 401k Committee?

    By Guest lmmangrum, February 13, 2006
    • 0 replies
    • 1.6k views
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    • Guest
    • February 13, 2006

26. EACA/ACA Plans

    By kevind2010, October 6, 2011
    • 0 replies
    • 1.4k views
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    • kevind2010
    • October 6, 2011

27. Terminating SEP and PS Plan - New 401k

    By austin3515, December 11, 2013
    • 0 replies
    • 966 views
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    • austin3515
    • December 11, 2013

28. Elect Def Failures (RP 2015-28)

    By austin3515, January 2, 2016
    • 0 replies
    • 818 views
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    • austin3515
    • January 2, 2016

29. QNECs and 402(g)

    By HWR, December 4, 2017   

    • qnec figured wrong
    • 0 replies
    • 900 views
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    • HWR
    • December 4, 2017

30. Payroll Company stopped Deferrals

    By msmith, December 27, 2019
    • 0 replies
    • 465 views
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    • msmith
    • December 27, 2019

31. Removing fixed match from Safe Harbor Plan

    By cpc0506, June 11, 2021
    • 0 replies
    • 338 views
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    • cpc0506
    • June 11, 2021

32. ADP/ACP question

    By roy819, April 21, 2025
    • 0 replies
    • 847 views
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    • roy819
    • April 21, 2025

33. Transfer to foreign affiliate

    By Guest carsca, April 1, 2003
    • 0 replies
    • 1.5k views
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    • Guest
    • April 1, 2003

34. Nonresident Alien Employees

    By Guest DLearning, February 23, 2004
    • 0 replies
    • 1.2k views
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    • Guest
    • February 23, 2004

35. Use of Forfeitures

    By BTG, December 15, 2008
    • 0 replies
    • 1.1k views
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    • BTG
    • December 15, 2008

36. Lincoln National Life Insurance Prototype Document

    By blue, May 12, 2009
    • 0 replies
    • 891 views
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    • blue
    • May 12, 2009

37. Payroll glitch causes incorrect deferral/match withholdings

    By bevfair, February 3, 2012
    • 0 replies
    • 923 views
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    • bevfair
    • February 3, 2012
38. Weird QDRO Question

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

39. Sale of business

    Topic was moved to forum Operating a TPA or Consulting Firm

40. Selling a small one-person TPA firm

    Topic was moved to forum Operating a TPA or Consulting Firm

41. Disability Program question

    Topic was moved to forum Health Plans (Including ACA, COBRA, HIPAA)