401(k) Plans

19,319 topics in this forum

1. Deferrals from Compensation over the limit

   By Guest HRAdvisor, January 3, 2008
   • 9 replies
   • 3.3k views
   • 
   • Bird
   • February 11, 2008

2. Top Heavy minimum when plan has dual eligibility

   By AdKu, May 26, 2020
   • 12 replies
   • 3.3k views
   • 
   • C. B. Zeller
   • May 29, 2020

3. Contributions after age 70 1/2 for owner

   By Guest JimmyG, November 22, 2006
   • 1 reply
   • 3.3k views
   • 
   • thepensionmaven
   • November 23, 2006

4. How much notice must employees be given of 401(k) change?

   By Guest Attyinaz, March 21, 2001
   • 7 replies
   • 3.3k views
   • 
   • QDROphile
   • April 3, 2001

5. Law Firm Plan Design

   By Guest susand, October 25, 1999
   • 16 replies
   • 3.3k views
   • 
   • IRC401
   • November 8, 1999

6. Multiple Employer Welfare Arrangements (MEWA)

   By Guest Lizzie, June 12, 2000
   • 5 replies
   • 3.3k views
   • 
   • pjkoehler
   • June 14, 2000

7. Timing of forfeiture use

   By Guest tman265, August 26, 2004
   • 10 replies
   • 3.3k views
   • 
   • WDIK
   • August 27, 2004

8. Enrolling an Owner's Spouse into 401k plan

   By Pixie, October 4, 2023
   • 9 replies
   • 3.3k views
   • 
   • Bill Presson
   • October 9, 2023

9. Change of Union Status for ADP/ACP testing

   By Guest jvi, July 6, 1999
   • 6 replies
   • 3.3k views
   • 
   • MWeddell
   • March 28, 2002

10. EACA: Where to start auto-deferrals after rehire

    By BG5150, June 11, 2019
    • 3 replies
    • 3.3k views
    • 
    • Kevin C
    • June 12, 2019

11. Top Heavy - 401k deferrals only

    By four01kman, March 29, 2007
    • 5 replies
    • 3.3k views
    • 
    • austin3515
    • March 29, 2007

12. How can I find a missing beneficiary under a 401k plan, for whom I hav

    By Guest Gage, October 2, 2000
    • 6 replies
    • 3.3k views
    • 
    • Bill Berke
    • November 3, 2000

13. Same Desk Rule/RevRul 2000-27

    By Christine Roberts, June 17, 2000
    • 8 replies
    • 3.3k views
    • 
    • Guest
    • November 3, 2000

14. Benefits to Employees who are Eligible for Rehire

    By Guest schoenenbergerj, October 9, 1998
    • 0 replies
    • 3.3k views
    • 
    • Guest
    • October 9, 1998

15. One to One correction

    By austin3515, August 2, 2012
    • 8 replies
    • 3.3k views
    • 
    • fiona1
    • August 6, 2012

16. PEO and controlled group Issue(s)?

    By Guest tintree73, October 17, 2003
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • October 27, 2003

17. HCE determination in merged 401(k) plans

    By Guest Diane DuFresne, March 5, 2001
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • August 4, 2003

18. Applying the Otherwise Excludable Rules

    By justatester, January 2, 2014   

    • Prior Year for ADP/ACP
    • 5 replies
    • 3.3k views
    • 
    • MWeddell
    • April 7, 2014

19. Calculating Gains on Excess Deferrals for failed ADP

    By MBCarey, February 16, 2005
    • 3 replies
    • 3.3k views
    • 
    • MBCarey
    • February 16, 2005

20. Vesting

    By Guest Chicchica, March 7, 2011
    • 4 replies
    • 3.3k views
    • 
    • GMK
    • March 9, 2011

21. HCE-Attribution

    By PFranckowiak, February 10, 2010
    • 2 replies
    • 3.3k views
    • 
    • PFranckowiak
    • February 11, 2010

22. Is there a way to learn ADP/ACP testing on my own? Is there a book, or

    By Guest Kimberly Stewart, August 30, 2000
    • 9 replies
    • 3.3k views
    • 
    • MR
    • September 1, 2000

23. Highly Compensated in NonProfit

    By coleboy, August 6, 2014
    • 7 replies
    • 3.3k views
    • 
    • BG5150
    • November 12, 2019

24. discretionary match - notice to participants required if discontinue making match?

    By PensionNewbee, December 16, 2003
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • December 18, 2003

25. BRF Testing for this Match formula

    By 30Rock, June 23, 2011
    • 11 replies
    • 3.3k views
    • 
    • C. B. Zeller
    • May 25, 2023

26. Nondiscrim and Controlled Group

    By Randy Watson, August 7, 2008
    • 7 replies
    • 3.3k views
    • 
    • Randy Watson
    • August 8, 2008

27. Need a refresher on eligibility requirements

    By Dennis Povloski, November 11, 2009
    • 15 replies
    • 3.3k views
    • 
    • Guest
    • November 12, 2009

28. 70 1/2 Minimum Required Distribution

    By Guest dmband1, November 9, 2001
    • 12 replies
    • 3.3k views
    • 
    • Guest
    • March 5, 2002

29. Control group with tax-exempt subsidiary

    By Guest JDL, March 6, 2003
    • 9 replies
    • 3.3k views
    • 
    • Guest
    • March 7, 2003

30. How to exclude nonresident aliens from ADP testing even though they ar

    By Guest Do, April 21, 1999
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • April 26, 1999

31. Safe Harbor Notice

    By Guest Xiomara914, November 17, 2006
    • 7 replies
    • 3.3k views
    • 
    • Bird
    • November 22, 2006

32. Failed ADP

    By Guest lindamichals, June 24, 2003
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • June 24, 2003

33. QACA Safe Harbor Match and Plan is Top Heavy

    By steverenner, November 12, 2015   

    • Top Heavy
    • QACA
    • 7 replies
    • 3.3k views
    • 
    • BG5150
    • November 13, 2015

34. How is loss reported for corrective distribution within 2 1/2 months o

    By John A, January 22, 2001
    • 5 replies
    • 3.3k views
    • 
    • Alf
    • March 22, 2001

35. Fiscal Year Catch-Up

    By Kevin C, March 22, 2011
    • 13 replies
    • 3.3k views
    • 
    • Lou S.
    • March 30, 2011

36. Service as an unpaid intern

    By Guest Aust916, April 27, 2011
    • 4 replies
    • 3.3k views
    • 
    • Kevin C
    • April 28, 2011

37. 401k Education - Seminar or Conference

    By Guest lmmangrum, February 10, 2006
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • February 11, 2006

38. Second 401K Covid Hardship Withdraw?? Can it be done?

    By MikeOD, September 25, 2020
    • 5 replies
    • 3.3k views
    • 
    • Puffinator
    • November 9, 2020

39. Forfeiture Reallocation

    By Chippy, May 21, 2015
    • 6 replies
    • 3.3k views
    • 
    • Bird
    • September 4, 2015

40. How can a person defer on tip wages if base wages are lower than the d

    By Guest Marie Velen, March 1, 2001
    • 7 replies
    • 3.3k views
    • 
    • Medusa
    • April 6, 2001

41. Davis Bacon EE contributions?

    By Guest Green92, May 12, 2008
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • June 13, 2008

42. 8955-SSA

    By austin3515, April 10, 2012
    • 13 replies
    • 3.3k views
    • 
    • Tom Poje
    • October 9, 2012

43. 12b-1 fees

    By Guest anne1, January 17, 2006
    • 13 replies
    • 3.3k views
    • 
    • GBurns
    • January 24, 2006

44. Refund of Excess Contributions and gap period income

    By Guest SPOT, January 5, 2007
    • 1 reply
    • 3.3k views
    • 
    • Guest
    • February 22, 2007

45. After Tax contribution limit

    By Guest Mst Shake, December 19, 2008
    • 6 replies
    • 3.3k views
    • 
    • Bird
    • December 22, 2008

46. For a merger of 401(k) plans, do you like December 31 or January 1

    By Peter Gulia, June 18, 2014
    • 7 replies
    • 3.3k views
    • 
    • anspai
    • March 29, 2015

47. safe-harbor 401(k) / top-heavy

    By kmciver, March 21, 2003
    • 18 replies
    • 3.3k views
    • 
    • Mike Preston
    • April 7, 2003

48. 401k Without a Beneficiary Designation

    By guestdelta, August 5, 2024
    • 3 replies
    • 3.3k views
    • 
    • Gina Alsdorf
    • August 21, 2024

49. Simple 401k Rollover to 401k

    By MGOAdmin, January 28, 2014   

    • simple
    • 401k
    • (and 1 more)

      Tagged with:

      • simple
      • 401k
      • rollover
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • February 3, 2014

50. Excluding Employees - Safe Harbor

    By CJS07, September 24, 2015   

    • Safe Harbor Non-Elective
    • coverage
    • (and 1 more)

      Tagged with:

      • Safe Harbor Non-Elective
      • coverage
      • exclusions
    • 2 replies
    • 3.3k views
    • 
    • Belgarath
    • September 24, 2015