401(k) Plans

19,275 topics in this forum

1. Participating Employer

   By DLavigne, February 16, 2006
   • 1 reply
   • 3.1k views
   • 
   • Guest
   • February 23, 2006

2. Interest on Late Safe Harbor Contributions

   By metsfan026, April 13, 2022
   • 15 replies
   • 3.1k views
   • 
   • RatherBeGolfing
   • April 13, 2022

3. eligibility for a rehired employee

   By EBDI, January 22, 2013
   • 4 replies
   • 3.1k views
   • 
   • EBDI
   • January 24, 2013

4. Mixing 401(k) Contributions and Catch-Up Contributions

   By Guest zora, May 23, 2006
   • 3 replies
   • 3.1k views
   • 
   • Mike Preston
   • May 24, 2006

5. Forfeitures used to offset Participant Contributions?

   By Guest Vonnie RB, December 5, 2001
   • 8 replies
   • 3.1k views
   • 
   • QDROphile
   • December 6, 2001

6. Disregarded Entities

   By Guest mcw, August 8, 2003
   • 4 replies
   • 3.1k views
   • 
   • Guest
   • August 12, 2003

7. Forfeitures for Top Heavy

   By Madison71, March 28, 2012
   • 8 replies
   • 3.1k views
   • 
   • cpc0506
   • March 29, 2012

8. ADP/ACP statutory minimum age 21 with one year of service, but what ar

   By Guest Kevin Plymyer, September 29, 2000
   • 3 replies
   • 3.1k views
   • 
   • rcline46
   • October 2, 2000

9. domestic partner distribution options

   By justanotheradmin, August 26, 2019
   • 6 replies
   • 3.1k views
   • 
   • justanotheradmin
   • August 27, 2019

10. "Back Door Roth"

    By ldr, February 7, 2020   

    • voluntary contributios
    • back door roth
    • (and 1 more)

      Tagged with:

      • voluntary contributios
      • back door roth
      • acp test
    • 12 replies
    • 3.1k views
    • 
    • MWeddell
    • February 14, 2020

11. Opting out of Er Paid Health Insurance

    By austin3515, January 10, 2011
    • 3 replies
    • 3.1k views
    • 
    • austin3515
    • January 11, 2011

12. Severance Pay

    By k man, October 18, 2002
    • 9 replies
    • 3.1k views
    • 
    • RTK
    • October 18, 2002

13. Participation in both Solo 401k and 403b with Different Employer

    By jukeboy56, July 21, 2005
    • 5 replies
    • 3.1k views
    • 
    • jukeboy56
    • July 27, 2005

14. excludable employees and the adp test

    By Guest dubya, November 29, 2001
    • 5 replies
    • 3.1k views
    • 
    • MWeddell
    • November 29, 2001

15. safe harbor 401k and union employees

    By Santo Gold, June 22, 2005
    • 3 replies
    • 3.1k views
    • 
    • MWeddell
    • June 24, 2005

16. POA For Signing 5500

    By austin3515, July 15, 2010
    • 8 replies
    • 3.1k views
    • 
    • austin3515
    • September 27, 2010

17. Taxation in NJ of 401k deferrals to partners or sole-proprietors

    By Guest sugarfree, March 15, 2005
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • March 16, 2005

18. Corrective Amend within 9.5 Months to a Safe Harbored 401k

    By ERISA1, July 25, 2014   

    • Safe Harbor
    • corrective amendment
    • (and 3 more)

      Tagged with:

      • Safe Harbor
      • corrective amendment
      • mid-year amendment
      • Gateway
      • Eligibility
    • 16 replies
    • 3.1k views
    • 
    • Guest
    • September 26, 2014

19. Different EIN for 5500 and Form 945 filings?

    By Guest Commuter Rex, February 9, 2004
    • 7 replies
    • 3.1k views
    • 
    • Earl
    • February 13, 2004

20. Deferring pay after end of plan year

    By Guest Grumpy456, January 3, 2008
    • 17 replies
    • 3.1k views
    • 
    • Kimberly S
    • January 11, 2008

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

    By BG5150, August 2, 2018
    • 11 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 3, 2018

22. 401(k) Contribution required by: Employment Contract?!

    By ERISAatty, December 27, 2017
    • 9 replies
    • 3.1k views
    • 
    • Luke Bailey
    • December 29, 2017

23. Practical Guidance Over Dispute of Proper Beneficiary

    By Guest jhall, October 2, 2007
    • 7 replies
    • 3.1k views
    • 
    • Bob R
    • October 5, 2007

24. Exclude catagories of NHCEs from Safe Harbor

    By Earl, June 20, 2008
    • 5 replies
    • 3.1k views
    • 
    • J Simmons
    • June 23, 2008

25. 401(k) Loan Repayments Via Check

    By Comp Ben HRIS, January 25, 2016
    • 3 replies
    • 3.1k views
    • 
    • Bird
    • January 26, 2016

26. Divorce and 401K

    By Guest gman26, April 29, 2004
    • 5 replies
    • 3.1k views
    • 
    • mbozek
    • April 30, 2004

27. QNEC satisfying ADP Test - What about coverage?

    By Guest Mbrockway, February 26, 2004
    • 6 replies
    • 3k views
    • 
    • Tom Poje
    • February 27, 2004

28. top heavy calculation

    By Guest ghal, May 11, 2012
    • 5 replies
    • 3k views
    • 
    • Guest
    • May 11, 2012

29. Top Paid Group Election

    By cpc0506, November 17, 2009
    • 4 replies
    • 3k views
    • 
    • K2retire
    • November 19, 2009

30. prior year testing-no match made in prior year

    By cpc0506, September 20, 2017
    • 13 replies
    • 3k views
    • 
    • BG5150
    • March 6, 2018

31. 5500 Feature Code 2T

    By austin3515, April 13, 2010
    • 2 replies
    • 3k views
    • 
    • rcline46
    • April 14, 2010

32. prefunding profit sharing

    By Guest Big Al, February 13, 2006
    • 5 replies
    • 3k views
    • 
    • Guest
    • February 13, 2006

33. Can someone tell me the appropriate dollar amount used for the compens

    By k man, November 10, 2000
    • 8 replies
    • 3k views
    • 
    • R. Butler
    • November 15, 2000

34. -11(g) corrective amendment

    By Benefits to all, September 25, 2013
    • 1 reply
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 25, 2013

35. Excess contributions & fed tax withholding

    By SusanKD, February 17, 2010
    • 7 replies
    • 3k views
    • 
    • GMK
    • February 26, 2010

36. Safe Harbor Plan with Profit Sharing Coverage

    By PFranckowiak, February 25, 2016
    • 9 replies
    • 3k views
    • 
    • Tom Poje
    • February 29, 2016

37. Multiple Match formulas

    By dmb, March 17, 2011
    • 8 replies
    • 3k views
    • 
    • Bill Presson
    • March 18, 2011

38. Compensation Exclusions

    By Guest Mike Schwing, February 20, 2004
    • 7 replies
    • 3k views
    • 
    • g8r
    • February 25, 2004

39. Safe Harbor Notice (Exceptions to Timing Requirement)

    By Guest CRA, December 19, 2002
    • 11 replies
    • 3k views
    • 
    • 2muchstress
    • December 27, 2002

40. Add Participating Er to Safe Harbor Plan

    By austin3515, December 3, 2013
    • 6 replies
    • 3k views
    • 
    • Kevin C
    • December 3, 2013

41. Employer Unwittingly Includes Foreign Nationals in 401(k) Plan

    By Christine Roberts, July 14, 2004
    • 10 replies
    • 3k views
    • 
    • WDIK
    • July 15, 2004

42. 18 month time frame for statutory minimum calculation?

    By Guest 410b, June 24, 2009
    • 10 replies
    • 3k views
    • 
    • Mike Preston
    • June 26, 2009

43. Participant with fraudulent Social Security Number

    By Guest Inquire, April 10, 2013
    • 1 reply
    • 3k views
    • 
    • masteff
    • April 10, 2013

44. How do you handle past due loan payments due to medical leave?

    By pbarrett, July 14, 1999
    • 4 replies
    • 3k views
    • 
    • MWeddell
    • July 15, 1999

45. Investment Advise

    By Guest MLB, October 14, 1998
    • 0 replies
    • 3k views
    • 
    • Guest
    • October 14, 1998

46. safe Harbor Non-Elective contributions

    By mphs77, June 29, 2011
    • 7 replies
    • 3k views
    • 
    • 12AX7
    • June 30, 2011

47. excluding hourly employees and HCE's. different opinions, who's right

    By Guest Greg W, November 17, 2004
    • 6 replies
    • 3k views
    • 
    • Guest
    • November 18, 2004

48. Terminated Employee

    By DP, November 9, 2006
    • 3 replies
    • 3k views
    • 
    • austin3515
    • November 14, 2006

49. company dissolving and status of 401k

    By tertue, January 2, 2013
    • 1 reply
    • 3k views
    • 
    • ETA Consulting LLC
    • January 2, 2013

50. Safe Harbor 401(K) "Maybe" Notice

    By thepensionmaven, February 9, 2006
    • 2 replies
    • 3k views
    • 
    • Tom Poje
    • February 10, 2006