401(k) Plans

19,275 topics in this forum

1. ADP Testing Compensation

   By Guest Robk, July 20, 2006
   • 9 replies
   • 3.2k views
   • 
   • Mike Preston
   • July 28, 2006

2. Can a 401(k) plan be amended to change the requirements for hardship w

   By Guest Tara Curran, March 30, 2000
   • 9 replies
   • 2.2k views
   • 
   • Guest
   • April 1, 2000

3. termination of old pension plan

   By Guest michael4509, July 17, 2001
   • 9 replies
   • 2.2k views
   • 
   • Guest
   • July 24, 2001

4. New Comparability Plan

   By Alex Daisy, February 2, 2010
   • 9 replies
   • 1.9k views
   • 
   • Mike Preston
   • February 5, 2010

5. can 1099 employee treated as employee of a company and contribute salary deferral into the 401(k) Plan

   By AdKu, September 11, 2017   

   • 1099 employee treatment for deferral
   • 9 replies
   • 10.8k views
   • 
   • ESOP Guy
   • October 17, 2018

6. In Service vs Hardship

   By 52626, February 12, 2014
   • 9 replies
   • 2.8k views
   • 
   • Lou S.
   • February 19, 2014

7. Force Out Distribution to Separated Participant

   By Guest amm19, March 22, 2002
   • 9 replies
   • 4k views
   • 
   • Guest
   • August 5, 2002

8. An Oldie but Goodie: severance pay as a source of 401(k) deferrals

   By Guest erisafried, May 2, 2005
   • 9 replies
   • 3.8k views
   • 
   • Guest
   • May 5, 2005

9. Earned income

   By Guest babs51, November 5, 2009
   • 9 replies
   • 2.3k views
   • 
   • austin3515
   • November 10, 2009

10. Spousal Consent

    By Guest Chuck118, June 17, 2013
    • 9 replies
    • 2.3k views
    • 
    • masteff
    • June 21, 2013

11. Proof of Hardship

    By AKPension, March 30, 2017
    • 9 replies
    • 1.2k views
    • 
    • Peter Gulia
    • April 5, 2017

12. Is employers 401k deduction calculated properly?

    By Guest davida, March 24, 2001
    • 9 replies
    • 30.1k views
    • 
    • rcline46
    • April 4, 2001

13. ADP Safe Harbor Match / Non-ACP Discretionary Match - Allocation Conditions Allowed?

    By EBECatty, October 20, 2021
    • 9 replies
    • 1.7k views
    • 
    • MWeddell
    • October 22, 2021

14. incorrect refund made to H/C

    By Belgarath, May 6, 2004
    • 9 replies
    • 1.5k views
    • 
    • jquazza
    • May 10, 2004

15. HELP! Same Desk Rule Blues

    By Guest Adam1, November 7, 1998
    • 9 replies
    • 2.7k views
    • 
    • Wessex
    • November 21, 1998

16. Search Firms-Missing Participants

    By Guest MEWilson, October 31, 2005
    • 9 replies
    • 2.4k views
    • 
    • RCK
    • November 2, 2005

17. employees "refusing to share SSN"

    By AlbanyConsultant, February 23, 2024
    • 9 replies
    • 1.6k views
    • 
    • ESOP Guy
    • February 26, 2024

18. Employment contract vs Discretionary

    By Guest EllenD, March 22, 2007
    • 9 replies
    • 2.1k views
    • 
    • JanetM
    • March 22, 2007

19. Any guidance on who has the responsibility for monitoring 402(g) limit

    By John A, August 8, 2000
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • August 9, 2000

20. Integrated Profit Sharing Plan

    By Madison71, August 13, 2008
    • 9 replies
    • 13.3k views
    • 
    • TPApril
    • February 23, 2012

21. 401k safe harbor

    By Gary, September 20, 2010
    • 9 replies
    • 2.1k views
    • 
    • K2retire
    • September 21, 2010

22. Company Match taxable ?

    By Guest tkraynak, November 21, 2000
    • 9 replies
    • 2.7k views
    • 
    • IRC401
    • November 25, 2000

23. WAGES and 401(k) Withholding

    By Guest HFOSTER, April 4, 2003
    • 9 replies
    • 10.5k views
    • 
    • cheersmate
    • September 16, 2014

24. Definition of Compensation

    By austin3515, March 29, 2013
    • 9 replies
    • 2.6k views
    • 
    • austin3515
    • April 2, 2013

25. Company hires Collective Bargain employees - need direction

    By HarleyBabe, December 16, 2014
    • 9 replies
    • 1.3k views
    • 
    • Stable Two Financial
    • December 17, 2014

26. Control Groups & Foreign Subsidiaries

    By vintagelemon, August 22, 2024
    • 9 replies
    • 1.5k views
    • 
    • Paul I
    • August 27, 2024

27. Safe Harbor Non-Elective - Recordkeeper disagreement

    By imchipbrown, August 5, 2019
    • 9 replies
    • 1.3k views
    • 
    • imchipbrown
    • August 9, 2019

28. 401k vs 401a

    By Guest jomom, March 2, 2003
    • 9 replies
    • 18.1k views
    • 
    • Guest
    • March 8, 2003

29. Matching contributions after comp limit

    By Guest Phineas, December 5, 2009
    • 9 replies
    • 3.2k views
    • 
    • masteff
    • December 28, 2009

30. Blackout required

    By thepensionmaven, October 25, 2023
    • 9 replies
    • 1.1k views
    • 
    • BG5150
    • October 30, 2023

31. Merger of MPPP into PS plan and GUST amendments

    By Guest Diane DuFresne, September 17, 2001
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • October 23, 2001

32. Earned Income Calc

    By austin3515, August 14, 2008
    • 9 replies
    • 2.5k views
    • 
    • R. Butler
    • August 19, 2008

33. DB/DC Combination Contribution Limit

    By emmetttrudy, October 9, 2008
    • 9 replies
    • 4.3k views
    • 
    • Guest
    • October 13, 2008

34. Income Withheld on sale of assets within 401(k) Plan

    By rblum50, July 26, 2012
    • 9 replies
    • 1.3k views
    • 
    • rblum50
    • July 31, 2012

35. Safe Harbor vs Solo 401k Conversion

    By bluehavana2, May 10
    • 9 replies
    • 1.3k views
    • 
    • bluehavana2
    • May 13

36. 1 owner - Multiple employer or Single Employer?

    By TPApril, May 28, 2020
    • 9 replies
    • 1.6k views
    • 
    • PamR
    • June 2, 2020

37. Can plan be amended to raise the normal retirement age? Applies only t

    By John A, April 12, 2000
    • 9 replies
    • 4.5k views
    • 
    • david rigby
    • December 22, 2000

38. Comp ratio test-HCE Top 20% limit

    By Guest JackR, February 18, 2013
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • March 8, 2013

39. controlled group ADP testing

    By K2retire, April 29, 2016
    • 9 replies
    • 1.1k views
    • 
    • BG5150
    • May 3, 2016

40. 3(16) Signing Plan Documents

    By austin3515, November 18, 2019
    • 9 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 20, 2019

41. SECURE 2.0 New Distributable Events

    By Ian, January 27, 2023
    • 9 replies
    • 1.8k views
    • 
    • Peter Gulia
    • February 7, 2023

42. SCAM - Loaning deferral monies to participants? Have you seen this!

    By Erik Read, February 7, 2002
    • 9 replies
    • 2.5k views
    • 
    • mbozek
    • April 11, 2002

43. Coverage for 401(k)--controlled group

    By BG5150, February 21, 2019
    • 9 replies
    • 1.4k views
    • 
    • Roycal
    • February 22, 2019

44. Single-Participant 401(k) Plan - 5500 Filing

    By Guest tgraham, June 29, 2004
    • 9 replies
    • 3.2k views
    • 
    • Guest
    • June 29, 2004

45. Rollover Funds Disbursed

    By Guest WCHB, October 8, 2009
    • 9 replies
    • 1.5k views
    • 
    • Guest
    • October 9, 2009

46. Top Paid Group Determination

    By Guest bw101, February 4, 2010
    • 9 replies
    • 9.8k views
    • 
    • PensionPro
    • November 2, 2010

47. Reimbursement of Payment of Annual Audit Fees Question

    By The 402"(G)", November 18, 2015
    • 9 replies
    • 2.2k views
    • 
    • david rigby
    • November 19, 2015

48. RMD

    By oldman63, September 27, 2019
    • 9 replies
    • 1.6k views
    • 
    • Larry Starr
    • October 3, 2019

49. Beneficiary If No Form On File (Divorce / Biological Child / Step Children)

    By metsfan026, October 25, 2021
    • 9 replies
    • 1.9k views
    • 
    • metsfan026
    • October 27, 2021

50. Short-term HCE to Sway ADP Test

    By austin3515, December 28, 2016
    • 9 replies
    • 1.3k views
    • 
    • Belgarath
    • January 6, 2017