401(k) Plans

19,319 topics in this forum

1. ADP Refund--HCE has both Roth and Pre-Tax deferrals

   By BG5150, March 3, 2022
   • 11 replies
   • 2.9k views
   • 
   • Luke Bailey
   • March 8, 2022

2. ADP Refunds

   By Jilliandiz, January 31, 2007
   • 3 replies
   • 2.4k views
   • 
   • pmacduff
   • February 1, 2007

3. ADP refunds

   By Guest Joanne Davey, March 14, 2011
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • March 15, 2011

4. ADP Refunds

   By 401_noob, March 11, 2016   

   • ADP
   • 3 replies
   • 2.4k views
   • 
   • 401_noob
   • March 16, 2016

5. ADP Refunds

   By Kathy Bittle, March 15, 2020
   • 2 replies
   • 893 views
   • 
   • Luke Bailey
   • April 7, 2020

6. ADP Refunds

   By Guest KD40, September 8, 2003
   • 1 reply
   • 1.4k views
   • 
   • pmacduff
   • September 8, 2003

7. ADP refunds - for $3 each

   By doombuggy, March 31, 2005
   • 3 replies
   • 1.6k views
   • 
   • doombuggy
   • April 1, 2005

8. ADP Refunds / Total vs PD

   By fiona1, July 9, 2007
   • 12 replies
   • 2.5k views
   • 
   • Guest
   • July 12, 2007

9. ADP refunds after full balance already distributed

   By jkharvey, October 31, 2008
   • 3 replies
   • 1.5k views
   • 
   • K2retire
   • November 3, 2008

10. ADP refunds after the participant distributed.

    By Guest JennNew, February 26, 2003
    • 1 reply
    • 1.7k views
    • 
    • ccassetty
    • February 27, 2003

11. ADP refunds and 401(g) refunds

    By Guest DWH, May 2, 2007
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • May 3, 2007

12. ADP refunds and TH

    By Earl, February 14, 2009
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 16, 2009

13. ADP refunds and withholding

    By BG5150, February 9, 2023
    • 2 replies
    • 528 views
    • 
    • D Lewis
    • February 10, 2023

14. ADP REFUNDS based on "bad" census data for 2015

    By Pammie57, August 23, 2016
    • 2 replies
    • 845 views
    • 
    • BG5150
    • August 26, 2016

15. ADP refunds following a hardship

    By K2retire, March 12, 2010
    • 2 replies
    • 1.7k views
    • 
    • rcline46
    • March 15, 2010

16. ADP Refunds for Fiscal Year Plans

    By Guest swanson, March 6, 2008
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 7, 2008

17. ADP Refunds for Partners

    By bzorc, April 9, 2019
    • 3 replies
    • 880 views
    • 
    • Luke Bailey
    • April 10, 2019

18. ADP Refunds in Short Plan Year

    By Gilmore, March 27, 2015
    • 4 replies
    • 1.4k views
    • 
    • Gilmore
    • March 27, 2015

19. ADP Refunds in Top Heavy Calculation

    By Guest SBlack, June 19, 2001
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • June 19, 2001

20. ADP refunds terminated HCE's

    By Guest EricWings, December 24, 2007
    • 10 replies
    • 7.1k views
    • 
    • Guest
    • March 13, 2008

21. ADP refunds to an HCE who had a 402g failure as well?

    By Guest KD40, October 4, 2002
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • October 4, 2002

22. ADP refunds to satisfy RMD

    By Biz Develop Consultant BJF, September 14, 2017   

    • rmd
    • adp refunds
    • (and 1 more)

      Tagged with:

      • rmd
      • adp refunds
      • adp
    • 2 replies
    • 1.3k views
    • 
    • Biz Develop Consultant BJF
    • September 14, 2017

23. ADP Refunds w/o Trust Accounting

    By Guest Golden401k, March 5, 2009
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • March 6, 2009

24. ADP refunds, Pre-Tax,a dn ROth Deferrals

    By buckaroo, November 1, 2006
    • 2 replies
    • 3.5k views
    • 
    • Appleby
    • November 1, 2006

25. ADP Refunds/plan terminating

    By Guest chris4013, May 8, 2003
    • 0 replies
    • 966 views
    • 
    • Guest
    • May 8, 2003

26. ADP restructured test

    By Guest sritts, November 29, 2005
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • November 30, 2005

27. ADP returns for union/nonunion tests

    By Guest anne1, January 11, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • January 11, 2006

28. ADP Safe Harbor - Dual Eligibility - First Plan year ADP testing

    By mrslappywhite, February 27, 2016
    • 3 replies
    • 1.8k views
    • 
    • mrslappywhite
    • February 29, 2016

29. ADP Safe Harbor But Not ACP - Will this work?

    By austin3515, August 10, 2020
    • 6 replies
    • 1.5k views
    • 
    • MWeddell
    • August 11, 2020

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

    By EBECatty, October 20, 2021
    • 9 replies
    • 1.9k views
    • 
    • MWeddell
    • October 22, 2021

31. ADP Safe Harbor, Midyear Expansion in Eligibility

    By Briandfox, December 12, 2014
    • 5 replies
    • 1.4k views
    • 
    • BW
    • December 15, 2014

32. ADP SH and ACP testing Required

    By justatester, February 2, 2024
    • 2 replies
    • 576 views
    • 
    • justatester
    • February 3, 2024

33. ADP SHM and Additional Fixed Match Based on Year of Service

    By Hokielady, May 23, 2016
    • 5 replies
    • 1k views
    • 
    • GMK
    • May 24, 2016

34. ADP Test

    By pixmax, March 10, 2011
    • 2 replies
    • 1.1k views
    • 
    • Sully
    • March 10, 2011

35. ADP Test

    By Archimage, July 18, 2002
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • July 18, 2002

36. ADP test

    By Guest AJM 34, September 4, 2007
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • September 4, 2007

37. ADP Test

    By Guest SPOT, April 6, 2004
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • April 6, 2004

38. ADP test

    By Belgarath, May 24, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • May 24, 2012

39. ADP test - can employee with zero compensation be excluded?

    By John A, March 1, 2002
    • 6 replies
    • 5.1k views
    • 
    • AndyH
    • March 2, 2002

40. ADP Test - Determining HCE

    By metsfan026, November 13, 2023
    • 3 replies
    • 848 views
    • 
    • Paul I
    • November 13, 2023

41. ADP Test - Employer Sponsors 2 Plans

    By JBones, March 11, 2014
    • 4 replies
    • 1.5k views
    • 
    • JBones
    • March 11, 2014

42. ADP Test - HCE Compensation of .01

    By PFranckowiak, March 5, 2010
    • 8 replies
    • 3.1k views
    • 
    • austin3515
    • March 9, 2010

43. ADP Test - missed deferrals

    By blue, February 9, 2010
    • 0 replies
    • 979 views
    • 
    • blue
    • February 9, 2010

44. ADP Test - Owner dies

    By pensionnube, November 20, 2014   

    • ADP test off plan year
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • November 21, 2014

45. ADP Test - Potential Catch-up Contributions in Multiple Plans

    By PensionPro, July 20, 2021
    • 8 replies
    • 963 views
    • 
    • JackS
    • July 23, 2021

46. ADP Test - Should HCE w/ no comp or hrs be included?

    By Guest carsonv, February 26, 2004
    • 22 replies
    • 8.7k views
    • 
    • Archimage
    • February 16, 2005

47. ADP Test "Comp as a Nonexcludable"

    By austin3515, April 8, 2011
    • 1 reply
    • 985 views
    • 
    • Guest
    • April 8, 2011

48. ADP Test & Catch-up Contributions

    By Danny CPA, January 24, 2011
    • 13 replies
    • 8k views
    • 
    • austin3515
    • January 27, 2011

49. ADP Test and Allocable Earnings

    By Guest AJM 34, May 2, 2007
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • May 3, 2007

50. ADP Test and Catch Up Contributions

    By Alex Daisy, March 14, 2008
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • March 14, 2008