401(k) Plans

19,275 topics in this forum

1. Multiple Employer Welfare Arrangements (MEWA)

   By Guest Lizzie, June 12, 2000
   • 5 replies
   • 3.2k views
   • 
   • pjkoehler
   • June 14, 2000

2. Annual Additions Limit considering Catch-up contributions

   By Guest ADMINREX, March 11, 2004
   • 5 replies
   • 3.2k views
   • 
   • MGB
   • March 12, 2004

3. Cross Testing & Failing ADP Test & Otherwise Excludable

   By Guest SuzieQNEC, July 2, 2008
   • 6 replies
   • 3.2k views
   • 
   • Tom Poje
   • February 20, 2009

4. Penalty tax on distribution of excess deferrals?

   By Richard Anderson, August 27, 1999
   • 6 replies
   • 3.2k views
   • 
   • Guest
   • August 31, 1999

5. Nondiscretionary TRustee

   By austin3515, May 29, 2012
   • 2 replies
   • 3.2k views
   • 
   • John Feldt ERPA CPC QPA
   • May 30, 2012

6. Reclassifying Salary Deferrals as Employer Contributions

   By Guest sacobb, December 16, 1999
   • 7 replies
   • 3.2k views
   • 
   • Tom Poje
   • April 30, 2008

7. Fiscal Year Catch-Up

   By Kevin C, March 22, 2011
   • 13 replies
   • 3.2k views
   • 
   • Lou S.
   • March 30, 2011

8. 401k Loan Amount - What is the max for me?

   By sarathesmith2, February 24, 2019
   • 6 replies
   • 3.2k views
   • 
   • card
   • February 26, 2019

9. Excess Salary Deferrals

   By Dougsbpc, July 15, 2009
   • 2 replies
   • 3.2k views
   • 
   • BG5150
   • July 15, 2009

10. Automatic Rollovers

    By Gruegen, October 18, 2004
    • 13 replies
    • 3.2k views
    • 
    • g8r
    • November 4, 2004

11. 415 Limit

    By John A, April 1, 2003
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • June 11, 2003

12. Short Plan Year

    By Guest Mike Schwing, November 20, 2002
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • November 21, 2002

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

    By Guest TeriWB, June 13, 2005
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • June 16, 2005

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

    By Guest cohenron, November 20, 2000
    • 12 replies
    • 3.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 6, 2003

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

    By Guest Do, April 21, 1999
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • April 26, 1999

16. Due date for Employer Matching Contributions

    By MarZDoates, August 7, 2002
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • August 7, 2002

17. No Profit Sharing - do I file a 5500

    By PainPA, June 28, 2019
    • 14 replies
    • 3.2k views
    • 
    • Flyboyjohn
    • July 2, 2019

18. Forfeiture of residual vested balances

    By Guest kan, October 17, 2002
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • October 18, 2002

19. key employee Which "plan year" do you use to determine keys for top-heavy

    By Luke Bailey, November 28, 2018   

    • top-heavy
    • 416(i)(1)
    • 12 replies
    • 3.2k views
    • 
    • Mike Preston
    • November 30, 2018

20. fund matching true up... plus lost earnings?

    By WCC, February 23, 2018
    • 6 replies
    • 3.2k views
    • 
    • Luke Bailey
    • February 27, 2018

21. Compensation Definition for Safe Harbor Plans

    By Guest kowen, August 24, 2001
    • 5 replies
    • 3.2k views
    • 
    • Belgarath
    • August 27, 2001

22. Vesting changing from hours method to elapsed time.

    By FundeK, April 23, 2004
    • 0 replies
    • 3.2k views
    • 
    • FundeK
    • April 23, 2004

23. 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
    • 3.2k views
    • 
    • dangocek
    • May 1, 2014

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

    By Guest Bud, December 5, 2000
    • 3 replies
    • 3.2k views
    • 
    • KJohnson
    • December 6, 2000

25. "Accrued" Protected Benefits

    By Scott, June 30, 2010
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • June 30, 2010

26. Can an employer that has both union and non-union employees allow all to join one plan?

    By Guest Why, October 1, 2004
    • 4 replies
    • 3.2k views
    • 
    • david rigby
    • October 1, 2004

27. QSLOB - coverage testing

    By Guest ppapdx, July 31, 2013
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • July 31, 2013

28. Beneficiary designation

    By JDuns, January 11, 2005
    • 10 replies
    • 3.2k views
    • 
    • Kirk Maldonado
    • January 12, 2005

29. prospectus delivery

    By Scuba 401, December 27, 1999
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • April 13, 2001

30. 3401a wages

    By Cathy from Chicago, December 9, 2002
    • 0 replies
    • 3.2k views
    • 
    • Cathy from Chicago
    • December 9, 2002

31. Exclusion of PRN Employees

    By Tinman, May 8, 2007
    • 1 reply
    • 3.2k views
    • 
    • Tom Poje
    • May 8, 2007

32. ADP testing Gross and/or Net Compensation

    By imchipbrown, January 27, 2015
    • 2 replies
    • 3.2k views
    • 
    • blb25524
    • January 28, 2015

33. safe harbor 3% non-elective 401(k) deduction limits

    By Guest Mike Kimball, December 29, 1999
    • 8 replies
    • 3.2k views
    • 
    • Tom Poje
    • February 24, 2003

34. Termination Distribution fees paid by plan participant

    By 2muchstress, March 6, 2003
    • 11 replies
    • 3.2k views
    • 
    • R. Butler
    • May 21, 2003

35. Straight line amortization

    By Demosthenes, June 17, 2002
    • 1 reply
    • 3.2k views
    • 
    • QDROphile
    • June 17, 2002

36. Match and First $205,000

    By Guest CMcCull, October 5, 2004
    • 19 replies
    • 3.2k views
    • 
    • jquazza
    • October 18, 2004

37. Are terminated parts. 100% vested upon plan termination.

    By Guest Don J. Smith, October 10, 2000
    • 2 replies
    • 3.2k views
    • 
    • John A
    • October 10, 2000

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

    By Guest Phil L., October 5, 2000
    • 10 replies
    • 3.2k views
    • 
    • k man
    • October 10, 2001

39. missed p/s contribution deadline

    By wsp, October 6, 2004
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • September 28, 2010

40. Amending the Adoption Agreement

    By Guest kdarby, September 14, 2006
    • 5 replies
    • 3.2k views
    • 
    • Just Me
    • September 15, 2006

41. corrective QNEC and 402(g) limit

    By Guest anne1, November 16, 2006
    • 2 replies
    • 3.2k views
    • 
    • BG5150
    • November 17, 2006

42. 501(c)7 Social Club

    By Guest Bizitchie, March 12, 2008
    • 4 replies
    • 3.2k views
    • 
    • jpod
    • March 12, 2008

43. Vesting at Normal Retirement Age

    By EBECatty, December 19, 2024
    • 16 replies
    • 3.2k views
    • 
    • C. B. Zeller
    • March 11

44. Voluntary Contributions

    By thepensionmaven, April 29, 2019
    • 28 replies
    • 3.2k views
    • 
    • justanotheradmin
    • June 28, 2019

45. Monthly instead of per pay period withholding?

    By mgcpension, December 9, 2013
    • 10 replies
    • 3.2k views
    • 
    • Peter Gulia
    • December 18, 2013

46. New Comp Plans - 5% Gateway

    By Guest AJM 34, November 28, 2007
    • 13 replies
    • 3.2k views
    • 
    • Guest
    • December 3, 2007

47. Master Trust Investment Accounts

    By Guest CSTS, March 30, 2005
    • 6 replies
    • 3.2k views
    • 
    • JanetM
    • April 6, 2005

48. May a Money Purchase Plan be amended & restated to become a Safe H

    By Guest PLHart, May 7, 1999
    • 6 replies
    • 3.2k views
    • 
    • Ervin Barham
    • May 13, 1999

49. Referral to third party administrator for Individual 401K

    By MFouz, January 7, 2022
    • 13 replies
    • 3.2k views
    • 
    • Catch22PGM
    • February 1, 2022

50. Eligibility for Profit-Sharing Contribution

    By Guest CRC02, November 20, 2002
    • 7 replies
    • 3.2k views
    • 
    • Tom Poje
    • December 2, 2002