401(k) Plans

19,319 topics in this forum

1. In-Service Dist a protected benefit?

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

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

   By cpc0506, September 20, 2017
   • 13 replies
   • 3.1k views
   • 
   • BG5150
   • March 6, 2018

3. Participating Employer

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

4. 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

5. Correcting failure to obtain spousal consent for 401(k) loan

   By Guest alliketchum, March 16, 2004
   • 7 replies
   • 3.1k views
   • 
   • Belgarath
   • March 16, 2004

6. Vesting Computation Period

   By oldman, April 11, 2013
   • 9 replies
   • 3.1k views
   • 
   • ESOP Guy
   • April 12, 2013

7. excludable employees and the adp test

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

8. Excess deferral across two plans--too late now?

   By BG5150, May 6, 2024
   • 11 replies
   • 3.1k views
   • 
   • Lou S.
   • May 7, 2024

9. BRF testing

   By Belgarath, September 19, 2018
   • 7 replies
   • 3.1k views
   • 
   • RatherBeGolfing
   • September 26, 2018

10. Severance Pay

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

11. Forfeitures for Top Heavy

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

12. 18 month time frame for statutory minimum calculation?

    By Guest 410b, June 24, 2009
    • 10 replies
    • 3.1k views
    • 
    • Mike Preston
    • June 26, 2009

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

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

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

    By pbarrett, July 14, 1999
    • 4 replies
    • 3.1k views
    • 
    • MWeddell
    • July 15, 1999

15. Late Deposit Lost Earnings Calculation

    By Archimage, May 9, 2017
    • 5 replies
    • 3.1k views
    • 
    • Belgarath
    • May 15, 2017

16. No Delays in Mandatory Roth Catch-ups, right?

    By austin3515, September 4, 2025
    • 12 replies
    • 3.1k views
    • 
    • ACK
    • September 9, 2025

17. Federal withholding - how to correct?

    By SFSD, February 20, 2008
    • 11 replies
    • 3.1k views
    • 
    • SFSD
    • February 22, 2008

18. Divorce and 401K

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

19. Does anyone use ftWilliams admin software?

    By jessica401(k), March 15, 2012
    • 11 replies
    • 3.1k views
    • 
    • Bird
    • March 19, 2012

20. Terminated Employee

    By DP, November 9, 2006
    • 3 replies
    • 3.1k views
    • 
    • austin3515
    • November 14, 2006

21. Top Paid Group Election

    By cpc0506, November 17, 2009
    • 4 replies
    • 3.1k views
    • 
    • K2retire
    • November 19, 2009

22. Investment Advise

    By Guest MLB, October 14, 1998
    • 0 replies
    • 3.1k views
    • 
    • Guest
    • October 14, 1998

23. QNEC satisfying ADP Test - What about coverage?

    By Guest Mbrockway, February 26, 2004
    • 6 replies
    • 3.1k views
    • 
    • Tom Poje
    • February 27, 2004

24. -11(g) corrective amendment

    By Benefits to all, September 25, 2013
    • 1 reply
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • September 25, 2013

25. top heavy calculation

    By Guest ghal, May 11, 2012
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • May 11, 2012

26. Exclude catagories of NHCEs from Safe Harbor

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

27. Prevailing Wage Plan

    By Christopher Wilson, May 19, 2021
    • 4 replies
    • 3.1k views
    • 
    • Doc Ument
    • May 21, 2021

28. Exclusion of Collectively Bargained

    By Guest boetgerinc, December 30, 1998
    • 6 replies
    • 3.1k views
    • 
    • Mike Preston
    • December 4, 2009

29. Roth Corrective Distribution & Form 1099-R

    By Gruegen, January 17, 2007
    • 3 replies
    • 3.1k views
    • 
    • WDIK
    • January 18, 2007

30. prefunding profit sharing

    By Guest Big Al, February 13, 2006
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • February 13, 2006

31. Is trustee required to report interest on 1098 form?

    By Guest Phil L, January 12, 2000
    • 4 replies
    • 3.1k views
    • 
    • NNichols
    • February 3, 2016

32. 5500 Feature Code 2T

    By austin3515, April 13, 2010
    • 2 replies
    • 3.1k views
    • 
    • rcline46
    • April 14, 2010

33. Excess contributions & fed tax withholding

    By SusanKD, February 17, 2010
    • 7 replies
    • 3.1k views
    • 
    • GMK
    • February 26, 2010

34. Compensation Exclusions

    By Guest Mike Schwing, February 20, 2004
    • 7 replies
    • 3.1k views
    • 
    • g8r
    • February 25, 2004

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

    By k man, November 10, 2000
    • 8 replies
    • 3.1k views
    • 
    • R. Butler
    • November 15, 2000

36. Safe Harbor Plan with Profit Sharing Coverage

    By PFranckowiak, February 25, 2016
    • 9 replies
    • 3.1k views
    • 
    • Tom Poje
    • February 29, 2016

37. ACA - not an EACA or a QACA and Notice Requirements

    By CLE401kGuy, November 25, 2013
    • 3 replies
    • 3.1k views
    • 
    • Belgarath
    • November 26, 2013

38. safe harbor match with HCE discretionary match

    By kgrant, August 6, 2018   

    • safe harbor
    • 8 replies
    • 3.1k views
    • 
    • kgrant
    • August 10, 2018

39. 401k Plan Termination - What Notice Required?

    By waid10, February 22, 2024
    • 3 replies
    • 3.1k views
    • 
    • Bird
    • February 22, 2024

40. Multiple Match formulas

    By dmb, March 17, 2011
    • 8 replies
    • 3.1k views
    • 
    • Bill Presson
    • March 18, 2011

41. Acquisition and 401(k) Sponsorship complicated by a SIMPLE IRA plan

    By ldr, August 1, 2018   

    • plan sponsor
    • simple ira
    • (and 2 more)

      Tagged with:

      • plan sponsor
      • simple ira
      • acquisitions
      • mergers
    • 9 replies
    • 3.1k views
    • 
    • ldr
    • August 9, 2018

42. Who is eligible for a Solo K Plan...

    By K-t-F, April 26, 2004
    • 21 replies
    • 3.1k views
    • 
    • Jim Chad
    • April 27, 2004

43. Participant with fraudulent Social Security Number

    By Guest Inquire, April 10, 2013
    • 1 reply
    • 3.1k views
    • 
    • masteff
    • April 10, 2013

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

    By Guest Greg W, November 17, 2004
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • November 18, 2004

45. Add Participating Er to Safe Harbor Plan

    By austin3515, December 3, 2013
    • 6 replies
    • 3.1k views
    • 
    • Kevin C
    • December 3, 2013

46. Safe Harbor Notice (Exceptions to Timing Requirement)

    By Guest CRA, December 19, 2002
    • 11 replies
    • 3.1k views
    • 
    • 2muchstress
    • December 27, 2002

47. Employment Contract requires employees to not participate

    By Kevin C, October 11, 2017
    • 17 replies
    • 3k views
    • 
    • ETA Consulting LLC
    • October 14, 2017

48. different eligibility requirements for salaried vs. hourly

    By Guest Boilerburm, January 22, 2002
    • 4 replies
    • 3k views
    • 
    • Guest
    • January 24, 2002

49. Multiple Employer spin-off - Safe Harbor

    By PMC, February 1, 2011
    • 2 replies
    • 3k views
    • 
    • Benefits to all
    • March 22, 2013

50. safe Harbor Non-Elective contributions

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