401(k) Plans

19,319 topics in this forum

1. Safe Harbor and Top Heavy Contributions

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

2. 401(k) Contribution required by: Employment Contract?!

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

3. Morgan Stanley Smith Barney - PLAN DISTRIBUTION ISSUE

   By Guest hellerpension, February 15, 2011
   • 7 replies
   • 3.1k views
   • 
   • Guest
   • February 17, 2011

4. Disregarded Entities

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

5. New statutory exclusion regulations for ADP/ACP testing

   By Guest VPA, February 28, 2000
   • 4 replies
   • 3.1k views
   • 
   • MWeddell
   • March 1, 2000

6. ADP Test - HCE Compensation of .01

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

7. eligibility question

   By cpc0506, February 26, 2013
   • 12 replies
   • 3.1k views
   • 
   • 12AX7
   • March 1, 2013

8. Collectively Bargained Plans

   By Guest AJR, November 11, 2005
   • 1 reply
   • 3.1k views
   • 
   • Kirk Maldonado
   • November 11, 2005

9. Merged PSP/MPP and Spousal Consent

   By Guest CRC02, October 2, 2002
   • 11 replies
   • 3.1k views
   • 
   • Belgarath
   • April 25, 2003

10. Opinions on the "401(k) Plan of the Future" - unlimited inve

    By Guest tschenk, November 1, 2000
    • 13 replies
    • 3.1k views
    • 
    • Guest
    • November 3, 2000

11. 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

12. Forfeitures used to offset Participant Contributions?

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

13. SAR and Final 5500

    By 30Rock, July 18, 2018
    • 7 replies
    • 3.1k views
    • 
    • Draper55
    • July 20, 2018

14. Safe Harbor 3% non-elective vs. Safe Harbor Match

    By Chippy, April 14, 2011
    • 2 replies
    • 3.1k views
    • 
    • Bird
    • April 15, 2011

15. Including Owner taking Draw (no W-2) in ADP Testing?

    By lcollins300, February 12, 2018   

    • adp
    • 14 replies
    • 3.1k views
    • 
    • Luke Bailey
    • February 14, 2018

16. Annual additions limit in 2002 under EGTRA

    By AndyH, June 5, 2001
    • 14 replies
    • 3.1k views
    • 
    • Earl
    • June 30, 2001

17. ADP/ACP testing, our economy, and gap earings for post 2007

    By buckaroo, November 24, 2008
    • 6 replies
    • 3.1k views
    • 
    • fiona1
    • December 4, 2008

18. 401(k) Contributions from Cash Back

    By PensionPro, October 15, 2012
    • 20 replies
    • 3.1k views
    • 
    • Bird
    • October 17, 2012

19. Shifting if ADP Fails

    By austin3515, October 1, 2012
    • 7 replies
    • 3.1k views
    • 
    • Tom Poje
    • October 2, 2012

20. Stop my loan payments

    By 52626, October 25, 2019
    • 4 replies
    • 3.1k views
    • 
    • Peter Gulia
    • October 25, 2019

21. PEO and Controlled Group

    By Gilmore, November 12, 2018
    • 9 replies
    • 3.1k views
    • 
    • Gilmore
    • November 15, 2018

22. Opting out of Er Paid Health Insurance

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

23. 402 (G) limit for 2007

    By doombuggy, June 16, 2006
    • 6 replies
    • 3.1k views
    • 
    • KTB
    • October 11, 2006

24. POA For Signing 5500

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

25. HCE and Catch-up

    By Guest think2much, December 8, 2007
    • 12 replies
    • 3.1k views
    • 
    • MoShawn
    • June 18, 2008

26. Benefits Rights and Features

    By Guest cxs, December 21, 2005
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • January 18, 2006

27. eligibility for a rehired employee

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

28. Temporary Employees

    By Guest benefitsanalyst, May 15, 2006
    • 4 replies
    • 3.1k views
    • 
    • ERISAnut
    • May 16, 2006

29. Last Day of Quarter provision on match

    By austin3515, December 23, 2014
    • 28 replies
    • 3.1k views
    • 
    • GMK
    • January 2, 2015

30. SH and Dual Eligibilty for Dummies

    By Guest bariww, June 11, 2008
    • 4 replies
    • 3.1k views
    • 
    • pmacduff
    • June 12, 2008

31. Retroactive Amendment?

    By Guest tintree73, September 1, 2005
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • September 8, 2005

32. Hardship withdrawal for expenses previously paid

    By buckaroo, November 17, 2010
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • November 17, 2010

33. Prevailing Wage off-set

    By Guest Ken C, June 28, 2007
    • 4 replies
    • 3.1k views
    • 
    • R. Butler
    • February 8, 2010

34. freezing a safe harbor 401(k) plan

    By R. Butler, September 24, 2012
    • 1 reply
    • 3.1k views
    • 
    • Kevin C
    • September 27, 2012

35. Vesting At Retirement Age

    By Coleboy1, May 23, 2024
    • 9 replies
    • 3.1k views
    • 
    • AMDG
    • April 24, 2025

36. Date of Adoption Agreement Signatures

    By khn, May 7, 2019
    • 12 replies
    • 3.1k views
    • 
    • Luke Bailey
    • May 10, 2019

37. Testing Method for safe harbor

    By Tom Poje, July 9, 2003
    • 9 replies
    • 3.1k views
    • 
    • Guest
    • November 12, 2003

38. What is everybody doing about 04#s for new plans?

    By Guest JBarn, November 30, 1999
    • 9 replies
    • 3.1k views
    • 
    • Guest
    • December 2, 1999

39. safe harbor 401k and union employees

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

40. Terminating 401K Plan

    By Guest NJCompany, June 18, 2002
    • 7 replies
    • 3.1k views
    • 
    • mbozek
    • June 19, 2002

41. Practical Guidance Over Dispute of Proper Beneficiary

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

42. Can elective deferrals be made after age 70 1/2 ?

    By Moe Howard, February 21, 2002
    • 3 replies
    • 3.1k views
    • 
    • mbozek
    • February 21, 2002

43. Terminate Safe Harbor 401(k) mid year

    By Dougsbpc, November 1, 2015
    • 4 replies
    • 3.1k views
    • 
    • Lou S.
    • November 2, 2015

44. 401(k) termination and distribution prior to sale of stock in plan spo

    By Guest EMC, November 16, 2000
    • 3 replies
    • 3.1k views
    • 
    • KJohnson
    • November 17, 2000

45. Bonus Payment

    By Guest payroll_cons, April 2, 2009
    • 7 replies
    • 3.1k views
    • 
    • Kevin C
    • April 3, 2009

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

    By Christine Roberts, July 14, 2004
    • 10 replies
    • 3.1k views
    • 
    • WDIK
    • July 15, 2004

47. 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

48. PPP Loan Forgiveness & SE Income

    By EBECatty, July 12, 2022
    • 10 replies
    • 3.1k views
    • 
    • Belgarath
    • August 10, 2022

49. Top Paid Group

    By Guest elang, May 25, 2010
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • May 26, 2010

50. Different EIN for 5500 and Form 945 filings?

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