401(k) Plans

19,319 topics in this forum

1. Adoption of New Plan

   By Guest lforesz, December 18, 2002
   • 1 reply
   • 1.2k views
   • 
   • E as in ERISA
   • December 18, 2002

2. Adoption of Non Safe Harbor 401(k) Plan

   By TPA Bob, December 10, 2018   

   • adoption
   • 7 replies
   • 736 views
   • 
   • Bob the Swimmer
   • December 11, 2018

3. Adoption of safe Harbor 401(k)

   By Guest BHS, September 13, 2001
   • 1 reply
   • 1.6k views
   • 
   • rcline46
   • September 13, 2001

4. Adoption of Safe Harbor 401(k) and 98-52 Notice Requirement

   By chris, September 5, 2001
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • September 6, 2001

5. Adoption vs. Effective Date of Corrective Amendment

   By Ananda, October 3, 2023
   • 6 replies
   • 1k views
   • 
   • Paul I
   • October 4, 2023

6. ADP

   By Guest elang, April 2, 2012
   • 4 replies
   • 901 views
   • 
   • Guest
   • April 2, 2012

7. ADP - ACP Failure

   By Lou S., February 12, 2010
   • 2 replies
   • 1.7k views
   • 
   • Lou S.
   • February 16, 2010

8. ADP - Additional failures

   By Guest andmik, February 8, 2010
   • 2 replies
   • 1k views
   • 
   • Guest
   • February 8, 2010

9. ADP - changing methods

   By Dawn Hafner, September 23, 1998
   • 8 replies
   • 2.4k views
   • 
   • Guest
   • November 17, 1998

10. ADP - No NHCE's - Prior Year Method

    By fiona1, January 14, 2005
    • 3 replies
    • 2.6k views
    • 
    • pmacduff
    • February 16, 2005

11. ADP / ACP Testing

    By Alex Daisy, January 18, 2008
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • January 20, 2008

12. ADP / ACP Tests & Match Forfeitures vs. Refund

    By CLE401kGuy, March 1, 2018
    • 3 replies
    • 4.8k views
    • 
    • Tom Poje
    • March 2, 2018

13. ADP / Net Comp Testing

    By austin3515, December 17, 2014
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • December 18, 2014

14. ADP /ACP testing for merged plans

    By Guest hyper, August 1, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 1, 2005

15. ADP & ACP testing excluding under 1 year of service and under age

    By Guest AngelQ, February 26, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 28, 2000

16. ADP & ACP testing is only performed on "eligible" HCEs

    By Moe Howard, November 2, 2001
    • 9 replies
    • 2.5k views
    • 
    • MWeddell
    • November 9, 2001

17. ADP & Catch-up

    By Guest Rosemary Raymer, February 13, 2003
    • 12 replies
    • 2.7k views
    • 
    • MGB
    • April 21, 2003

18. ADP ACP testing and comp used in test

    By John Feldt ERPA CPC QPA, February 28, 2011
    • 3 replies
    • 3.9k views
    • 
    • BG5150
    • March 1, 2011

19. ADP and 402(g) Failure

    By Guest Leigh Lindsey, November 18, 1999
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • November 18, 1999

20. ADP and ACP Testing

    By JRN, October 27, 2010
    • 0 replies
    • 891 views
    • 
    • JRN
    • October 27, 2010

21. ADP and ACP Testing Option

    By Guest kmvr, February 8, 2006
    • 5 replies
    • 1.6k views
    • 
    • MWeddell
    • February 8, 2006

22. ADP and fiscal year

    By Guest moosegirl, August 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • R. Butler
    • August 29, 2003

23. ADP and Prior Year Compensation with a Multiple Employer Plan

    By Guest aferris, December 4, 2002
    • 1 reply
    • 1.5k views
    • 
    • Archimage
    • December 5, 2002

24. ADP and Residual Compensation

    By Stevo-PDX, March 10, 2015   

    • ADP Test
    • 4 replies
    • 3k views
    • 
    • TPApril
    • April 14, 2016

25. ADP Calculation

    By Guest Beavis, December 7, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 7, 1998

26. ADP Calculation for first year of a plan

    By Stevo-PDX, April 17, 2002
    • 5 replies
    • 4.1k views
    • 
    • Fred Payne
    • October 21, 2002

27. ADP Compensation

    By Guest Chris May, February 26, 2003
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 26, 2003

28. ADP Compensation

    By Christopher Wilson, January 4, 2020
    • 5 replies
    • 1.7k views
    • 
    • G8Rs
    • January 7, 2020

29. ADP Compensation Testing

    By Guest SPOT, May 10, 2002
    • 4 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2002

30. ADP Contribution amount used for testing

    By Transplant, October 3, 2025
    • 5 replies
    • 720 views
    • 
    • Peter Gulia
    • October 6, 2025

31. adp correction

    By Guest lindamichals, September 8, 2003
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • September 8, 2003

32. ADP correction - then match calculation?

    By WCC, February 22, 2017
    • 1 reply
    • 450 views
    • 
    • Tom Poje
    • February 22, 2017

33. ADP correction under EPCRS - Controlled Group

    By Guest awojtaszek, May 10, 2007
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • May 15, 2007

34. ADP correction using catch up provision

    By Guest nps, May 8, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 9, 2003

35. ADP corrective distribution

    By Belgarath, January 21, 2004
    • 6 replies
    • 2.3k views
    • 
    • Tom Poje
    • January 21, 2004

36. ADP corrective distributions

    By Guest chris4013, April 2, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 3, 2003

37. ADP Corrective Distributions and Top Heavy Balances

    By justatester, December 10, 2025
    • 1 reply
    • 331 views
    • 
    • Bri
    • December 11, 2025

38. ADP corrective distributions for wrong amount

    By DMcGovern, March 20, 2013
    • 0 replies
    • 944 views
    • 
    • DMcGovern
    • March 20, 2013

39. ADP corrective distributions too much

    By DMcGovern, March 9, 2015
    • 1 reply
    • 1.5k views
    • 
    • hr for me
    • March 10, 2015

40. ADP Corrective Refunds?

    By Guest KBANQ, January 11, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 12, 2007

41. ADP deadline for 2013

    By 30Rock, March 21, 2014
    • 11 replies
    • 1.2k views
    • 
    • 12AX7
    • March 25, 2014

42. ADP Excess Cont Pre-3/15 w/FITW

    By Guest robmason, March 1, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 1, 2005

43. ADP Excess Contribution Recharacterization

    By TheoDawg, April 6, 2018
    • 2 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 9, 2018

44. ADP Excess Contributions

    By Guest benefitsanalyst, July 19, 2002
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 22, 2002

45. ADP Excess For Deceased Participant

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

46. ADP Excesses

    By Brian Gallagher, March 7, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2003

47. ADP fails, refunds, then doesnt fail. What about 5330?

    By BG5150, January 27, 2021
    • 1 reply
    • 618 views
    • 
    • C. B. Zeller
    • January 27, 2021

48. ADP failure

    By pbarrett, March 17, 2003
    • 4 replies
    • 1.3k views
    • 
    • jaemmons
    • March 17, 2003

49. ADP Failure - 10% penalty even if using 'one-to-one' correction?

    By AlbanyConsultant, July 17, 2017
    • 2 replies
    • 665 views
    • 
    • Mr Bagwell
    • July 17, 2017

50. ADP failure - refunds needed, but....

    By doombuggy, February 4, 2015   

    • adp testing
    • refunds
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • February 5, 2015