401(k) Plans

19,275 topics in this forum

1. ACP test - last day requirement for match contribution

   By Guest irenes, September 1, 2000
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • September 5, 2000

2. ACP Test - One-to-One Correction Method

   By KMMB, September 18, 2019
   • 1 reply
   • 535 views
   • 
   • Kevin C
   • September 18, 2019

3. ACP test - safe harbor 401k plan

   By jaemmons, July 27, 2005
   • 2 replies
   • 1.5k views
   • 
   • jaemmons
   • July 28, 2005

4. ACP test and Catch-up contributions

   By Guest gbialikcpa, October 21, 2014   

   • acp
   • catch-up
   • (and 1 more)

     Tagged with:

     • acp
     • catch-up
     • 414v
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • October 21, 2014

5. ACP Test and Match over plan limit

   By Guest george821, January 29, 2009
   • 4 replies
   • 2k views
   • 
   • Guest
   • February 1, 2009

6. ACP test correction

   By SViola, January 14, 2021
   • 3 replies
   • 769 views
   • 
   • C. B. Zeller
   • January 19, 2021

7. ACP test eligibility

   By fiona1, December 6, 2010
   • 4 replies
   • 1.4k views
   • 
   • fiona1
   • December 6, 2010

8. ACP Test Exclusions

   By Leopurrd, March 2, 2006
   • 3 replies
   • 2.2k views
   • 
   • Tom Poje
   • March 2, 2006

9. ACP Test Failing - "Borrowing Method"?

   By Guest christine_FL, March 4, 2010
   • 3 replies
   • 9.9k views
   • 
   • Tom Poje
   • March 4, 2010

10. ACP Test for Discretionary plus Safe Harbor Match

    By Catch22PGM, June 30, 2020   

    • safe harbor 401k
    • matching
    • (and 1 more)

      Tagged with:

      • safe harbor 401k
      • matching
      • acp test
    • 3 replies
    • 802 views
    • 
    • Catch22PGM
    • June 30, 2020

11. ACP Test for Safe Harbor Match and Employee After-Tax

    By PensionPro, August 27, 2020
    • 11 replies
    • 5.3k views
    • 
    • Bill Presson
    • January 10

12. ACP test for some Safe Harbor Plans

    By Guest ERIC STRAND, February 25, 2004
    • 1 reply
    • 2.4k views
    • 
    • Tom Poje
    • February 25, 2004

13. ACP Test in Safe Harbor Plan

    By BG5150, July 30, 2019
    • 3 replies
    • 2.5k views
    • 
    • AKconsult
    • August 5, 2019

14. ACP test questions

    By Guest saddiew, August 8, 2009
    • 1 reply
    • 1.7k views
    • 
    • K2retire
    • August 8, 2009

15. ACP Test Refunds

    By ratherbereading, March 8, 2021   

    • acp
    • earnings
    • (and 1 more)

      Tagged with:

      • acp
      • earnings
      • refunds
    • 2 replies
    • 756 views
    • 
    • ratherbereading
    • March 9, 2021

16. ACP test required?

    By Purplemandinga, April 23, 2019
    • 1 reply
    • 420 views
    • 
    • Purplemandinga
    • April 23, 2019

17. ACP Test w. 401k and 403b

    By austin3515, February 15, 2019
    • 12 replies
    • 1.8k views
    • 
    • austin3515
    • February 19, 2019

18. ACP TESTING

    By Guest Dennis, April 5, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 6, 1999

19. ACP testing

    By Guest JohnSB, October 17, 2007
    • 1 reply
    • 978 views
    • 
    • Guest
    • October 17, 2007

20. ACP Testing and match

    By cpc0506, August 30, 2010
    • 1 reply
    • 968 views
    • 
    • fiona1
    • August 30, 2010

21. ACP testing failure

    By pmacduff, March 3, 2010
    • 21 replies
    • 5.8k views
    • 
    • fiona1
    • May 15, 2012

22. ACP Testing for match exceeding Safe Harbor Match

    By buckaroo, May 16, 2012
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • May 16, 2012

23. ACP Testing in SH Match Plan

    By austin3515, March 5, 2007
    • 7 replies
    • 2.2k views
    • 
    • austin3515
    • March 7, 2007

24. ACP testing question

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

25. ACP Testing Under Safe Harbor Plan

    By LCARUSI, February 17, 2005
    • 2 replies
    • 1.2k views
    • 
    • MWeddell
    • February 21, 2005

26. ACP testing, excluded class of employees

    By Belgarath, October 27, 2017
    • 6 replies
    • 1.4k views
    • 
    • NJ Mike
    • October 27, 2017

27. ACP testing, prior yr, vesting change from 100%

    By Guest noans, December 5, 2011
    • 5 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 6, 2011

28. ACP Testing: Union Plan With After-Tax Provision

    By Guest m2b2, August 29, 2007
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • August 30, 2007

29. ACP/ADP Tesing

    By pbarrett, March 17, 2003
    • 1 reply
    • 1k views
    • 
    • R. Butler
    • March 17, 2003

30. ACP/ADP testing needed in safe harbor plan?

    By Guest lhinson, October 12, 2004
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • October 14, 2004

31. ACP/Top Heavy Adjustments

    By pbarrett, April 4, 2003
    • 1 reply
    • 1.1k views
    • 
    • ccassetty
    • April 7, 2003

32. acquire new company

    By mehmgo, August 27, 2013
    • 3 replies
    • 1.4k views
    • 
    • 12AX7
    • August 30, 2013

33. Acquired Sponsor and Successor Plan Rule

    By Plan Doc, June 22, 2023
    • 2 replies
    • 417 views
    • 
    • Plan Doc
    • June 23, 2023

34. Acquiring new physician practice

    By Chippy, June 4, 2019
    • 5 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • June 13, 2019

35. Acquisition and 401(k) Sponsorship complicated by a SIMPLE IRA plan

    By ldr, August 1, 2018   

    • plan sponsor
    • simple ira
    • (and 2 more)

      Tagged with:

      • plan sponsor
      • simple ira
      • acquisitions
      • mergers
    • 9 replies
    • 3k views
    • 
    • ldr
    • August 9, 2018

36. Acquisition and HCE determination

    By Guest cosmo1215, December 16, 2004
    • 3 replies
    • 2.3k views
    • 
    • g8r
    • December 21, 2004

37. Acquisition of another corporation

    By Guest Donkey Kong, January 3, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 3, 2002

38. Acquisition of sponsor of Safe Harbor 401k

    By 401QUE, November 20, 2015   

    • M&A
    • Safe Harbor 401k
    • (and 2 more)

      Tagged with:

      • M&A
      • Safe Harbor 401k
      • Safe Harbor Notice
      • mid-year elimination
    • 4 replies
    • 1.9k views
    • 
    • 401QUE
    • December 24, 2015

39. Acquisition of Subsidiary, Merging Safe Harbor Plans

    By LANDO, January 13, 2016   

    • safe harbor plan
    • merger
    • (and 2 more)

      Tagged with:

      • safe harbor plan
      • merger
      • acquisition
      • mid-year amendment
    • 9 replies
    • 4k views
    • 
    • LANDO
    • January 14, 2016

40. Acquisition with no plan

    By Zoey, September 28, 2010
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • September 28, 2010

41. Acquisitions with a SIMPLE and a 401k

    By Kac1214, January 11, 2023
    • 2 replies
    • 431 views
    • 
    • Kac1214
    • January 11, 2023

42. Acquistion / Assume Old Plan / Set up new Plan

    By austin3515, November 29, 2016
    • 2 replies
    • 723 views
    • 
    • austin3515
    • November 30, 2016

43. acquistion and plan freeze amendment

    By MATRIX, August 20
    • 1 reply
    • 2.6k views
    • 
    • CuseFan
    • August 21

44. Active Duty and Loans

    By cpc0506, September 27, 2019
    • 4 replies
    • 951 views
    • 
    • ESOP Guy
    • October 2, 2019

45. Active employee & participant wants to cease contributing and pull his money from a plan.

    By K-t-F, July 11, 2018
    • 13 replies
    • 1.1k views
    • 
    • K-t-F
    • July 23, 2018

46. Active Employees Not Contributing

    By khn, September 22, 2022
    • 6 replies
    • 900 views
    • 
    • Roycal
    • September 24, 2022

47. Active participant who becomes a Union Employee

    By Guest bouncingsoul, September 28, 2005
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • September 28, 2005

48. Active Particpant in 401k wants to Roll over his IRA into plan to avoid RMD

    By PainPA, March 17, 2010
    • 4 replies
    • 2.3k views
    • 
    • PainPA
    • March 17, 2010

49. Actual Hours and Short Eligibility Period

    By justanotheradmin, August 15, 2014
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 15, 2014

50. Actual Hours of Service Crediting

    By emmetttrudy, August 6, 2010
    • 3 replies
    • 1.8k views
    • 
    • emmetttrudy
    • August 6, 2010