401(k) Plans

19,319 topics in this forum

1. IRC 410(b)(6)(c) and adp/acp testing

   By Guest jae3207, February 14, 2006
   • 0 replies
   • 3.2k views
   • 
   • Guest
   • February 14, 2006

2. QDRO outsourcing

   By Peter Gulia, March 7, 2015   

   • QDRO
   • outsourcing
   • (and 3 more)

     Tagged with:

     • QDRO
     • outsourcing
     • fiduciary
     • service provider
     • non-discretionary
   • 14 replies
   • 3.2k views
   • 
   • Peter Gulia
   • March 11, 2015

3. Solo K - bonding requirements?

   By Tinman, August 5, 2008
   • 7 replies
   • 3.2k views
   • 
   • jpod
   • December 8, 2011

4. When is 'loss date' for late deferrals?

   By BG5150, August 2, 2018
   • 11 replies
   • 3.2k views
   • 
   • John Feldt ERPA CPC QPA
   • August 3, 2018

5. Patriot Act - Customer Indentification Program

   By Guest terryh123, June 16, 2004
   • 4 replies
   • 3.2k views
   • 
   • Appleby
   • June 17, 2004

6. QACA Match and Forfeitures

   By 30Rock, August 22, 2014
   • 2 replies
   • 3.2k views
   • 
   • 30Rock
   • August 22, 2014

7. HOW TO CORRECT EMPLOYEE DEFERRALS IN EXCESS OF PLAN LIMIT

   By Guest ROB VIDOVICH, January 8, 2004
   • 15 replies
   • 3.2k views
   • 
   • Guest
   • January 10, 2004

8. 402(g) Limit

   By Guest cconnell, December 7, 2005
   • 3 replies
   • 3.2k views
   • 
   • E as in ERISA
   • December 7, 2005

9. In-Plan Roth Conversion

   By Molgilny89, December 14, 2023
   • 5 replies
   • 3.2k views
   • 
   • Lou S.
   • December 14, 2023

10. Missing Participants

    By Guest Sheryl L, April 23, 2002
    • 10 replies
    • 3.2k views
    • 
    • mbozek
    • November 13, 2002

11. Odd separation from employment question

    By Guest mfocke, November 18, 2005
    • 6 replies
    • 3.2k views
    • 
    • Guest
    • November 29, 2005

12. HCE first plan year

    By Guest CHRISTA, November 6, 2001
    • 3 replies
    • 3.2k views
    • 
    • lkpittman
    • November 7, 2001

13. LLC interest treated as stock for Plan purposes.

    By Guest Gary Rouse, January 1, 2001
    • 10 replies
    • 3.2k views
    • 
    • BeckyMiller
    • July 15, 2002

14. HArdship Distribution Documentation / IRS NEwsletter

    By austin3515, April 20, 2015
    • 4 replies
    • 3.2k views
    • 
    • austin3515
    • April 21, 2015

15. Safe Harbor Plans with After-tax

    By justatester, September 21, 2021
    • 9 replies
    • 3.2k views
    • 
    • Mr Bagwell
    • September 22, 2021

16. Is it Practicing Law?

    By austin3515, August 16, 2017
    • 24 replies
    • 3.2k views
    • 
    • Old Benefits Dog
    • August 23, 2017

17. Profit Sharing for Terminated Unvested Participant

    By 401kSteve, October 26, 2020
    • 5 replies
    • 3.2k views
    • 
    • Bird
    • October 26, 2020

18. 401k withholding and rehires

    By CLE401kGuy, December 18, 2014
    • 8 replies
    • 3.2k views
    • 
    • Peter Gulia
    • December 30, 2014

19. 404(c) & Defaults

    By Guest tschenk, April 24, 2002
    • 23 replies
    • 3.2k views
    • 
    • Guest
    • April 27, 2002

20. Excess deferral and related matching

    By Guest Dennis Siko, March 11, 1999
    • 6 replies
    • 3.2k views
    • 
    • Guest
    • March 12, 1999

21. Five year forward averaging

    By Guest turbodiesel39, March 25, 2002
    • 1 reply
    • 3.2k views
    • 
    • david rigby
    • March 25, 2002

22. 204(h) Notice

    By Guest Eagle54, September 19, 2012
    • 3 replies
    • 3.2k views
    • 
    • AKconsult
    • September 21, 2012

23. lost employer matching contributions

    By Guest baxterdale, July 10, 2001
    • 10 replies
    • 3.2k views
    • 
    • Guest
    • August 24, 2001

24. Non-qualified 401(k) Top Hat Plan.

    By Guest Bill55, January 2, 2000
    • 10 replies
    • 3.2k views
    • 
    • GBurns
    • January 6, 2000

25. FFCRA wages subject to 401(k) withholding?

    By BG5150, April 15, 2020
    • 3 replies
    • 3.2k views
    • 
    • Larry Starr
    • April 17, 2020

26. Enhanced Matching Contribution Formula

    By Guest rslagle224, October 22, 2004
    • 5 replies
    • 3.2k views
    • 
    • Tom Poje
    • December 13, 2004

27. Rollovers of Participant Loans

    By austin3515, November 15, 2012
    • 8 replies
    • 3.2k views
    • 
    • jpod
    • November 16, 2012

28. Safe Harbor Plan Can you have one with after tax matching contribution

    By Guest Kelly McCarthy, June 15, 1999
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • June 22, 1999

29. What are the differences between a 401k rollover and a 401k transfer?

    By DonReynolds, July 1, 2015   

    • 401k
    • 401k rollover
    • 12 replies
    • 3.1k views
    • 
    • Mike Preston
    • July 6, 2015

30. ADP for HCE when NHCE's dont defer at all

    By K-t-F, April 10, 2009
    • 7 replies
    • 3.1k views
    • 
    • BG5150
    • April 15, 2009

31. Am I do this right? (using 401k calculator for missed payments)

    By 401krepays, September 21, 2023   

    • using 401k calculator for missed payments
    • 4 replies
    • 3.1k views
    • 
    • 401krepays
    • September 21, 2023

32. 415 Excess and compensation definition

    By stephen, November 28, 2001
    • 3 replies
    • 3.1k views
    • 
    • stephen
    • December 21, 2001

33. Return of Deferrals to ineligible participant

    By Guest Theresa Irvin, May 4, 2011
    • 4 replies
    • 3.1k views
    • 
    • QNPG
    • May 4, 2011

34. Top Paid Group Election

    By k man, February 9, 2001
    • 5 replies
    • 3.1k views
    • 
    • Alf
    • May 28, 2004

35. Charging Plan Transaction Fees to Participants

    By Guest Rogers, October 20, 1998
    • 5 replies
    • 3.1k views
    • 
    • david shipp
    • October 21, 1998

36. Profit Sharing contribution deposited after the tax return due date

    By Guest Tammy2006, May 5, 2006
    • 7 replies
    • 3.1k views
    • 
    • Archimage
    • May 5, 2006

37. 72(p) Question

    By Guest meeh3704, June 18, 2008
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • June 23, 2008

38. UNIK ower dies. Can we make a post death profit sharing contribution?

    By Pixie, December 11, 2018
    • 25 replies
    • 3.1k views
    • 
    • Appleby
    • December 23, 2018

39. Last Day Rule Issue

    By Guest slufoot2000, May 20, 2004
    • 14 replies
    • 3.1k views
    • 
    • Guest
    • May 20, 2004

40. Fringe Benefit? Meals and Lodging?

    By justanotheradmin, March 11, 2019
    • 6 replies
    • 3.1k views
    • 
    • justanotheradmin
    • March 13, 2019

41. New Comparability Plan

    By Guest AJM 34, October 1, 2007
    • 8 replies
    • 3.1k views
    • 
    • austin3515
    • October 3, 2007

42. Unbeknownst SEP-IRA by affiliated service group member

    By J Simmons, December 30, 2021
    • 5 replies
    • 3.1k views
    • 
    • shERPA
    • January 6, 2022

43. So much for business friendly...

    By austin3515, January 4, 2018
    • 25 replies
    • 3.1k views
    • 
    • MoJo
    • March 15, 2018

44. Safe Harbor "True Up" for non-participants?

    By Guest Sleigher, May 19, 2010
    • 9 replies
    • 3.1k views
    • 
    • K2retire
    • May 22, 2010

45. MDR -when do the taxes need to be sent in by?

    By Guest Ashlea, January 10, 2005
    • 21 replies
    • 3.1k views
    • 
    • GBurns
    • January 11, 2005

46. Failed testing

    By Guest LSULLIVAN, July 31, 2007
    • 13 replies
    • 3.1k views
    • 
    • PensionPro
    • August 8, 2013

47. Control Group Testing

    By Guest tcunagin, March 11, 2003
    • 9 replies
    • 3.1k views
    • 
    • Mike Preston
    • March 12, 2003

48. Asset Purchase

    By Guest A_Dude, March 11, 2014
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • March 17, 2014

49. Safe Harbor and Top Heavy Contributions

    By AJ North, March 25, 2011
    • 5 replies
    • 3.1k views
    • 
    • Tom Poje
    • March 29, 2011

50. OVer-distribution from defined contribution plan

    By Guest W Kelleher, February 17, 2003
    • 17 replies
    • 3.1k views
    • 
    • Appleby
    • March 31, 2003