401(k) Plans

19,275 topics in this forum

1. ADP/ACP first year 3% rule

   By 52626, March 27, 2024
   • 2 replies
   • 680 views
   • 
   • David Schultz
   • March 27, 2024

2. ADP/ACP - Prior Year Percent Method - Plan Year Change

   By fiona1, April 7, 2005
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • April 7, 2005

3. ADP/ACP after plan merger

   By Guest Lee Buchele, January 30, 2003
   • 1 reply
   • 1.9k views
   • 
   • Tom Poje
   • January 31, 2003

4. ADP/ACP Aggregation

   By fiona1, March 5, 2008
   • 1 reply
   • 1.3k views
   • 
   • dcoderre
   • March 14, 2008

5. ADP/ACP and Compensation Testing

   By bevfair, January 20, 2014
   • 1 reply
   • 2k views
   • 
   • ETA Consulting LLC
   • January 20, 2014

6. ADP/ACP compensation

   By pmacduff, November 20, 2007
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • November 20, 2007

7. ADP/ACP corrections

   By thepensionmaven, August 14, 2024
   • 1 reply
   • 713 views
   • 
   • Lou S.
   • August 14, 2024

8. ADP/ACP excess employer excise tax calculation

   By RRB, April 11, 2011
   • 8 replies
   • 4.3k views
   • 
   • Guest
   • August 14, 2013

9. ADP/ACP failure late correction - 1099 year?

   By WCC, December 12, 2018
   • 3 replies
   • 731 views
   • 
   • Luke Bailey
   • December 13, 2018

10. ADP/ACP failures - excess refunds to HCEs?

    By SRNPEBT, September 24, 2015
    • 0 replies
    • 1.7k views
    • 
    • SRNPEBT
    • September 24, 2015

11. ADP/ACP failures with prior year tests should not happen but

    By Guest Ed W, February 4, 2001
    • 1 reply
    • 1.9k views
    • 
    • Richard Anderson
    • February 4, 2001

12. ADP/ACP Mutliple Use correction

    By Guest GS1100, February 27, 2002
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • February 27, 2002

13. ADP/ACP Not Corrected within 12 months

    By justatester, February 25, 2016
    • 0 replies
    • 591 views
    • 
    • justatester
    • February 25, 2016

14. ADP/ACP Prior Year Method

    By fiona1, September 29, 2004
    • 9 replies
    • 2.7k views
    • 
    • fiona1
    • September 30, 2004

15. ADP/ACP Prior Year Testing

    By Archimage, March 23, 2005
    • 13 replies
    • 2.5k views
    • 
    • Archimage
    • March 28, 2005

16. ADP/ACP Prior Year Testing Method

    By fiona1, February 16, 2004
    • 14 replies
    • 6.7k views
    • 
    • §#$%!
    • February 19, 2004

17. ADP/ACP question

    By fiona1, December 18, 2006
    • 2 replies
    • 1.2k views
    • 
    • fiona1
    • December 19, 2006

18. ADP/ACP question

    By roy819, April 21
    • 0 replies
    • 802 views
    • 
    • roy819
    • April 21

19. ADP/ACP refund check was lost

    By Guest ppapdx, March 20, 2013
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • March 21, 2013

20. ADP/ACP Refund Earnings

    By pjb1835, November 14, 2017
    • 3 replies
    • 2.4k views
    • 
    • ETA Consulting LLC
    • November 14, 2017

21. ADP/ACP Refunds

    By Guest agsmith, March 24, 2003
    • 2 replies
    • 2k views
    • 
    • austin3515
    • March 26, 2003

22. ADP/ACP refunds - 2 1/2 month deadline

    By fiona1, January 27, 2006
    • 3 replies
    • 2.8k views
    • 
    • MWeddell
    • January 31, 2006

23. ADP/ACP refunds taxable in current year regardless of timing of refund

    By Pension Nerd, September 12, 2007
    • 2 replies
    • 5.1k views
    • 
    • stephen
    • September 13, 2007

24. ADP/ACP Safe Harbor Problem

    By Archimage, November 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • November 24, 2004

25. ADP/ACP Shifting - Prior Year Testing

    By Lou S., March 4, 2015
    • 6 replies
    • 2.5k views
    • 
    • BG5150
    • March 5, 2015

26. 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

27. ADP/ACP Test

    By Guest Joanne Davey, February 28, 2003
    • 0 replies
    • 835 views
    • 
    • Guest
    • February 28, 2003

28. ADP/ACP Test

    By Lou81, February 2, 2023   

    • statutory exclusions
    • 2 replies
    • 700 views
    • 
    • Lou81
    • February 2, 2023

29. ADP/ACP Test

    By Guest CCarter, January 23, 2002
    • 6 replies
    • 1.9k views
    • 
    • MWeddell
    • January 25, 2002

30. ADP/ACP test

    By Guest Rick Butler, May 31, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 31, 2000

31. ADP/ACP Test

    By Guest Jason37, March 15, 2009
    • 13 replies
    • 8.3k views
    • 
    • Below Ground
    • March 17, 2009

32. ADP/ACP Test

    By Guest fender5150, June 5, 2007
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • June 7, 2007

33. ADP/ACP test & 410(b) test of a controlled group

    By Guest jkrad, February 17, 2005
    • 22 replies
    • 9.3k views
    • 
    • austin3515
    • November 12, 2007

34. ADP/ACP Test & Stopping Match Mid-year

    By Guest Bdocbrock, October 1, 2002
    • 1 reply
    • 1.6k views
    • 
    • E as in ERISA
    • October 1, 2002

35. ADP/ACP Test Improved By Corrected Data

    By Below Ground, September 2, 2020   

    • corrective distributions
    • data revisions
    • 2 replies
    • 627 views
    • 
    • Below Ground
    • September 3, 2020

36. ADP/ACP test question

    By Guest Theresa, February 16, 2000
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • February 22, 2000

37. ADP/ACP test refunds

    By Guest ars1, September 10, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 10, 1999

38. ADP/ACP Test Shifting Question

    By Lou S., February 10, 2009
    • 3 replies
    • 3k views
    • 
    • Below Ground
    • February 10, 2009

39. ADP/ACP test...

    By Guest RONNIE WASEL, November 5, 2002
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • November 7, 2002

40. ADP/ACP Testing

    By DTH, August 1, 2003
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • August 4, 2003

41. ADP/ACP Testing

    By Guest David_R, August 24, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 27, 2001

42. ADP/ACP Testing

    By Guest jkrad, February 28, 2003
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 3, 2003

43. ADP/ACP Testing

    By Guest dstran, January 27, 2006
    • 4 replies
    • 1.3k views
    • 
    • JDuns
    • January 27, 2006

44. ADP/ACP testing

    By Guest Joanne Davey, March 4, 2003
    • 11 replies
    • 2.7k views
    • 
    • Tom Poje
    • September 5, 2003

45. ADP/ACP testing

    By Guest KRS401k, July 22, 2008
    • 1 reply
    • 955 views
    • 
    • Kimberly S
    • July 22, 2008

46. ADP/ACP Testing

    By 52626, November 8, 2023
    • 3 replies
    • 613 views
    • 
    • #toomanyrules
    • November 13, 2023

47. ADP/ACP Testing

    By Guest Scrappy, September 13, 2004
    • 1 reply
    • 2.3k views
    • 
    • jquazza
    • September 13, 2004

48. ADP/ACP testing

    By betheeg, October 5, 2006
    • 8 replies
    • 3.6k views
    • 
    • Tom Poje
    • October 11, 2006

49. ADP/ACP Testing - Correction

    By Guest ANNEBV, September 23, 1999
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • September 26, 2001

50. ADP/ACP testing - Multiple ER

    By fiona1, May 24, 2007
    • 3 replies
    • 1.5k views
    • 
    • J Simmons
    • May 24, 2007