401(k) Plans

19,319 topics in this forum

1. EACAs

   By zimbo, June 5, 2008
   • 7 replies
   • 3.3k views
   • 
   • Guest
   • August 25, 2008

2. 401k Loans Primary Residence

   By PainPA, March 21, 2007
   • 4 replies
   • 3.3k views
   • 
   • Guest
   • March 21, 2007

3. Eligibility/hours of service while on workers comp

   By Guest Peggy806, February 14, 2011
   • 5 replies
   • 3.3k views
   • 
   • Belgarath
   • February 15, 2011

4. Auto Enrollment and Immediate Entry Date and Administrative Lag

   By CO Bank, April 28, 2015
   • 3 replies
   • 3.3k views
   • 
   • Kevin C
   • June 4, 2015

5. 415 Annual Limit Calculation

   By Guest KathyL, October 15, 1998
   • 3 replies
   • 3.3k views
   • 
   • Guest
   • October 16, 1998

6. Shifting Elective Deferrals

   By austin3515, December 11, 2009
   • 7 replies
   • 3.3k views
   • 
   • MWeddell
   • December 15, 2009

7. Which Plan should I integrate with Social Security

   By Guest Don J. Smith, January 14, 2000
   • 2 replies
   • 3.3k views
   • 
   • Guest
   • January 15, 2000

8. Cross Tested (New Comp) - Mortality Tables

   By Alex Daisy, January 21, 2011
   • 10 replies
   • 3.3k views
   • 
   • austin3515
   • January 24, 2011

9. Definition of Plan Year Compensation in a dual-entry top-heavy 401(k) plan

   By Guest Dave Peckham, March 3, 2005
   • 2 replies
   • 3.3k views
   • 
   • Blinky the 3-eyed Fish
   • March 3, 2005

10. Profit Sharing intended for 2005, but not yet made

    By John Feldt ERPA CPC QPA, April 4, 2007
    • 15 replies
    • 3.3k views
    • 
    • Mike Preston
    • April 5, 2007

11. PPA restatement deadline

    By JPIngold, December 22, 2015
    • 23 replies
    • 3.3k views
    • 
    • Peter Gulia
    • December 31, 2015

12. Can a calendar year 401(k) plan be made safe harbor 401(k) by distribu

    By John A, December 4, 2000
    • 17 replies
    • 3.3k views
    • 
    • Guest
    • December 8, 2000

13. Loan not taken before Hardship Withdrawal

    By pixmax, July 29, 2010
    • 4 replies
    • 3.3k views
    • 
    • Tom Poje
    • July 29, 2010

14. Non-Publicly Traded Employer Securities Restrictions in Multiple Employer 401(k)

    By dangocek, April 29, 2014   

    • 401(k)
    • employer securities
    • (and 2 more)

      Tagged with:

      • 401(k)
      • employer securities
      • multiple employer plan
      • non-publicly traded
    • 9 replies
    • 3.3k views
    • 
    • dangocek
    • May 1, 2014

15. ADP test and HCE w/ $0 comp

    By dmb, February 26, 2003
    • 14 replies
    • 3.3k views
    • 
    • Gilmore
    • March 3, 2003

16. Plan Terminated - Residual Dividends in Following Year - 5500 Required?

    By 401(k)athryn, March 28, 2019
    • 5 replies
    • 3.3k views
    • 
    • chc93
    • March 29, 2019

17. safe harbor 401(k) and the 6 percent match

    By Guest lskin, September 23, 2005
    • 12 replies
    • 3.3k views
    • 
    • Bird
    • September 26, 2005

18. 10% Withholding on Excess Contributions?

    By Guest KD40, April 9, 2003
    • 4 replies
    • 3.3k views
    • 
    • MWeddell
    • April 10, 2003

19. can a 401k distribution be rolled over to an account in England?

    By Guest TeriWB, June 13, 2005
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • June 16, 2005

20. Federal Work Study Students and 401k Plan

    By 52626, July 25, 2018
    • 5 replies
    • 3.3k views
    • 
    • Belgarath
    • July 26, 2018

21. When can a traditional 401(k) plan convert to a Safe Habor formula?

    By Guest, April 17, 2000
    • 10 replies
    • 3.3k views
    • 
    • Guest
    • May 5, 2000

22. Can a 401(k) plan and deferral election forms have retroactive effecti

    By Guest Bud, December 5, 2000
    • 3 replies
    • 3.3k views
    • 
    • KJohnson
    • December 6, 2000

23. Reclassifying Salary Deferrals as Employer Contributions

    By Guest sacobb, December 16, 1999
    • 7 replies
    • 3.3k views
    • 
    • Tom Poje
    • April 30, 2008

24. davis bacon plan

    By Guest Susan M., January 30, 2012
    • 9 replies
    • 3.3k views
    • 
    • rcline46
    • January 31, 2012

25. Forfeiture of residual vested balances

    By Guest kan, October 17, 2002
    • 8 replies
    • 3.3k views
    • 
    • Guest
    • October 18, 2002

26. Clarification on forfeitures included or not in ADP/ACP test?

    By Guest Kim S., March 18, 2002
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • March 18, 2002

27. Failure to Auto-Enroll Employee Correction?

    By holdco, August 18, 2011
    • 6 replies
    • 3.3k views
    • 
    • K2retire
    • August 26, 2011

28. Leased Employees Change of Status

    By emmetttrudy, November 9, 2011
    • 6 replies
    • 3.3k views
    • 
    • ETA Consulting LLC
    • November 11, 2011

29. Termination Distribution fees paid by plan participant

    By 2muchstress, March 6, 2003
    • 11 replies
    • 3.3k views
    • 
    • R. Butler
    • May 21, 2003

30. MP Merger w/401(k) Plan

    By Guest MEWilson, August 19, 2003
    • 21 replies
    • 3.3k views
    • 
    • Earl
    • April 8, 2004

31. Late Deferrals -Form 5330

    By amcorson, October 25, 2006
    • 2 replies
    • 3.3k views
    • 
    • amcorson
    • October 25, 2006

32. Rolling non-conduit IRA (w/aftertax) to 401(a) Pla

    By Guest DeePA, May 6, 2003
    • 1 reply
    • 3.3k views
    • 
    • Belgarath
    • May 6, 2003

33. ADP testing for Roth Deferrals

    By KevinMc, June 21, 2012
    • 5 replies
    • 3.3k views
    • 
    • ETA Consulting LLC
    • June 22, 2012

34. Asset transfer

    By pmacduff, June 15, 2007
    • 12 replies
    • 3.3k views
    • 
    • pmacduff
    • June 19, 2007

35. Notice to Interested Parties

    By fiona1, January 28, 2010
    • 6 replies
    • 3.3k views
    • 
    • fiona1
    • January 29, 2010

36. Automatic Rebalancing: What is the typical procedure?

    By gc@chimentowebb.com, February 8, 2023
    • 9 replies
    • 3.3k views
    • 
    • Kansas401k
    • February 10, 2023

37. Does anyone know where I can get an example of how to compute the 5330

    By Guest Phil L., October 5, 2000
    • 10 replies
    • 3.3k views
    • 
    • k man
    • October 10, 2001

38. How to run ADP/ACP test when plan year is amended, creating a short plan year

    By Guest cohenron, November 20, 2000
    • 12 replies
    • 3.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 6, 2003

39. 415 Limit

    By John A, April 1, 2003
    • 8 replies
    • 3.3k views
    • 
    • Guest
    • June 11, 2003

40. Monthly instead of per pay period withholding?

    By mgcpension, December 9, 2013
    • 10 replies
    • 3.3k views
    • 
    • Peter Gulia
    • December 18, 2013

41. Automatic Rollovers

    By Gruegen, October 18, 2004
    • 13 replies
    • 3.3k views
    • 
    • g8r
    • November 4, 2004

42. Participant defers $20,000 into two unrelated 401(k) plans ($10,000 in

    By Richard Anderson, November 8, 2000
    • 18 replies
    • 3.3k views
    • 
    • david rigby
    • November 16, 2000

43. Annual Additions Limit considering Catch-up contributions

    By Guest ADMINREX, March 11, 2004
    • 5 replies
    • 3.3k views
    • 
    • MGB
    • March 12, 2004

44. Hardship Distributions and HIPAA

    By Guest blaum8, August 15, 2003
    • 3 replies
    • 3.3k views
    • 
    • ccassetty
    • August 15, 2003

45. Profit Sharing Calculation

    By justatester, February 8, 2013
    • 11 replies
    • 3.3k views
    • 
    • justatester
    • February 11, 2013

46. Balance Forward 401(k)

    By Guest Achilles, February 4, 2008
    • 6 replies
    • 3.3k views
    • 
    • Kimberly S
    • February 5, 2008

47. Nondiscretionary TRustee

    By austin3515, May 29, 2012
    • 2 replies
    • 3.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 30, 2012

48. Penalty tax on distribution of excess deferrals?

    By Richard Anderson, August 27, 1999
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • August 31, 1999

49. ADP Excess For Deceased Participant

    By Guest Beavis, December 9, 1998
    • 3 replies
    • 3.3k views
    • 
    • LCARUSI
    • December 14, 1998

50. Cross Testing & Failing ADP Test & Otherwise Excludable

    By Guest SuzieQNEC, July 2, 2008
    • 6 replies
    • 3.3k views
    • 
    • Tom Poje
    • February 20, 2009