401(k) Plans

19,275 topics in this forum

1. ADP refunds after full balance already distributed

   By jkharvey, October 31, 2008
   • 3 replies
   • 1.4k views
   • 
   • K2retire
   • November 3, 2008

2. ADP refunds after the participant distributed.

   By Guest JennNew, February 26, 2003
   • 1 reply
   • 1.6k views
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   • ccassetty
   • February 27, 2003

3. ADP refunds and 401(g) refunds

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

4. ADP refunds and TH

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

5. ADP refunds and withholding

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

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

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

7. ADP refunds following a hardship

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

8. ADP Refunds for Fiscal Year Plans

   By Guest swanson, March 6, 2008
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • March 7, 2008

9. ADP Refunds for Partners

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

10. ADP Refunds in Short Plan Year

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

11. ADP Refunds in Top Heavy Calculation

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

12. ADP refunds terminated HCE's

    By Guest EricWings, December 24, 2007
    • 10 replies
    • 7k views
    • 
    • Guest
    • March 13, 2008

13. 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

14. 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

15. ADP Refunds w/o Trust Accounting

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

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

    By buckaroo, November 1, 2006
    • 2 replies
    • 3.4k views
    • 
    • Appleby
    • November 1, 2006

17. ADP Refunds/plan terminating

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

18. ADP restructured test

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

19. ADP returns for union/nonunion tests

    By Guest anne1, January 11, 2006
    • 3 replies
    • 1.3k views
    • 
    • JanetM
    • January 11, 2006

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

    By mrslappywhite, February 27, 2016
    • 3 replies
    • 1.7k views
    • 
    • mrslappywhite
    • February 29, 2016

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

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

22. 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

23. ADP Safe Harbor, Midyear Expansion in Eligibility

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

24. ADP SH and ACP testing Required

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

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

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

26. ADP Test

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

27. ADP Test

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

28. ADP test

    By Guest AJM 34, September 4, 2007
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • September 4, 2007

29. ADP Test

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

30. ADP test

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

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

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

32. ADP Test - Determining HCE

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

33. ADP Test - Employer Sponsors 2 Plans

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

34. ADP Test - HCE Compensation of .01

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

35. ADP Test - missed deferrals

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

36. ADP Test - Owner dies

    By pensionnube, November 20, 2014   

    • ADP test off plan year
    • 2 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • November 21, 2014

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

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

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

    By Guest carsonv, February 26, 2004
    • 22 replies
    • 8.6k views
    • 
    • Archimage
    • February 16, 2005

39. ADP Test "Comp as a Nonexcludable"

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

40. ADP Test & Catch-up Contributions

    By Danny CPA, January 24, 2011
    • 13 replies
    • 7.9k views
    • 
    • austin3515
    • January 27, 2011

41. ADP Test and Allocable Earnings

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

42. ADP Test and Catch Up Contributions

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

43. ADP Test and Catchup contributions in off cal year

    By Guest jetfaninmn, January 9, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 9, 2006

44. ADP Test and Comp Limit

    By Dougsbpc, February 8, 2019
    • 3 replies
    • 952 views
    • 
    • Luke Bailey
    • February 11, 2019

45. ADP test and compensation pro rated?

    By Guest Tara Curran, September 5, 2002
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • September 5, 2002

46. ADP Test and Hardship amounts

    By cpc0506, August 29, 2016
    • 2 replies
    • 566 views
    • 
    • Tom Poje
    • August 29, 2016

47. ADP test and HCE w/ $0 comp

    By dmb, February 26, 2003
    • 14 replies
    • 3.2k views
    • 
    • Gilmore
    • March 3, 2003

48. ADP Test and Otherwise Excludable

    By msmith, May 7, 2018
    • 2 replies
    • 592 views
    • 
    • msmith
    • May 8, 2018

49. ADP Test and Refunds

    By ratherbereading, January 28, 2021
    • 7 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 28, 2021

50. ADP Test and Statutory Exclusions

    By Guest Richard Scheer, April 7, 2000
    • 1 reply
    • 2.3k views
    • 
    • MWeddell
    • April 10, 2000