401(k) Plans

19,275 topics in this forum

1. Overfunding Contributions

   By Nassau, October 10, 2011
   • 7 replies
   • 3k views
   • 
   • Kevin C
   • October 11, 2011

2. Interest on True-Up?

   By J2D2, November 6, 2006
   • 13 replies
   • 3k views
   • 
   • mschwechter
   • November 17, 2006

3. ADP/ACP Test Shifting Question

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

4. merging safe harbor 401k with non-safe harbor 401k

   By Santo Gold, May 15, 2007
   • 4 replies
   • 3k views
   • 
   • Guest
   • May 30, 2007

5. Coverage Failure, no correction action needed?

   By John Feldt ERPA CPC QPA, March 12, 2018   

   • 410(b)
   • qnec
   • (and 2 more)

     Tagged with:

     • 410(b)
     • qnec
     • coverage
     • 0% nhce deferral
   • 7 replies
   • 3k views
   • 
   • Kevin C
   • March 15, 2018

6. Employment Contract requires employees to not participate

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

7. Change to employer directed from employee

   By Guest S FISCHER, May 8, 2002
   • 19 replies
   • 3k views
   • 
   • mbozek
   • May 10, 2002

8. Failed ADP Test - how to correct?

   By Francis, August 30, 2007
   • 6 replies
   • 3k views
   • 
   • Tom Poje
   • September 5, 2007

9. Repaying Defaulted Loan

   By Stash026, June 1, 2018
   • 13 replies
   • 3k views
   • 
   • JackS
   • June 14, 2018

10. Top Heavy minimum for mid year entrants in a Safe Harbor 401(k).

    By R. Butler, February 21, 2001
    • 5 replies
    • 3k views
    • 
    • AndyH
    • February 23, 2001

11. Form 5330

    By commishvp, September 19, 2008
    • 4 replies
    • 3k views
    • 
    • BG5150
    • September 23, 2008

12. Adding Safe Harbor

    By nancy, May 19, 2003
    • 11 replies
    • 3k views
    • 
    • R. Butler
    • May 21, 2003

13. When is a loan in default?

    By Guest DWARD, September 13, 2000
    • 5 replies
    • 3k views
    • 
    • MWeddell
    • April 18, 2001

14. ADP refund was too much.

    By fiona1, October 21, 2008
    • 3 replies
    • 3k views
    • 
    • Tom Poje
    • October 23, 2008

15. Conditions for Corrective 11g Amendment

    By kgr12, October 14, 2014
    • 2 replies
    • 2.9k views
    • 
    • kgr12
    • October 14, 2014

16. Hardship Withdrawal

    By Guest tlemaster, September 2, 2003
    • 12 replies
    • 2.9k views
    • 
    • Guest
    • September 4, 2003

17. Protected benefit for timing of distribution?

    By Richard Anderson, December 13, 2001
    • 6 replies
    • 2.9k views
    • 
    • QDROphile
    • December 19, 2001

18. DC/DB Combo Top-Heavy Minimum

    By austin3515, March 6, 2012
    • 5 replies
    • 2.9k views
    • 
    • Tom Poje
    • March 7, 2012

19. Commissions paid after termination of employment

    By card, February 20, 2001
    • 2 replies
    • 2.9k views
    • 
    • card
    • February 21, 2001

20. Crediting Service On An Aggregate Basis

    By Guest caddieadmin, April 10, 2007
    • 10 replies
    • 2.9k views
    • 
    • wsp
    • April 12, 2007

21. ADP Testing in multiple employer plan

    By RDY2RTR, September 22, 2009
    • 3 replies
    • 2.9k views
    • 
    • RDY2RTR
    • September 23, 2009

22. Top-paid group elections

    By Guest NiceGuyMike, January 20, 2004
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • January 20, 2004

23. SafeHarbor 401(k) feature

    By MarZDoates, November 5, 2002
    • 15 replies
    • 2.9k views
    • 
    • 2muchstress
    • November 7, 2002

24. ROBS Arrangement

    By rblum50, December 22, 2012
    • 5 replies
    • 2.9k views
    • 
    • rblum50
    • December 27, 2012

25. 4k/ESOP Top Heavy aggregation

    By Guest dannyoc13, February 20, 2007
    • 3 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2007

26. I have a client who utilizes top paid group election for HCE determination.

    By Guest Why, November 2, 2004
    • 12 replies
    • 2.9k views
    • 
    • Alf
    • November 5, 2004

27. 404 deduction limits

    By imchipbrown, November 6, 1999
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • November 8, 1999

28. Rollover from 401(k) to another 401(k)

    By Guest LMcP, October 13, 1998
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • October 16, 1998

29. Prevailing Wage Plan

    By Christopher Wilson, May 19, 2021
    • 4 replies
    • 2.9k views
    • 
    • Doc Ument
    • May 21, 2021

30. Parent-Sub Controlled Group Issues

    By Guest ELS, August 28, 2000
    • 1 reply
    • 2.9k views
    • 
    • pjkoehler
    • August 28, 2000

31. TPA's For Sale

    By Guest Tom McNeill, February 12, 2007
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • February 12, 2007

32. Merging 2 safe harbor plans mid-year

    By Guest FAQ, June 26, 2012
    • 1 reply
    • 2.9k views
    • 
    • Tom Poje
    • June 26, 2012

33. 401(k) Funds To Fund A New C Corp

    By Guest scottyd, August 2, 2007
    • 8 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007

34. Accredited Professional Corporation and SE Income

    By justanotheradmin, August 22
    • 2 replies
    • 2.9k views
    • 
    • CuseFan
    • August 25

35. Deadline for Ameidning to ADD Safe Harbor

    By austin3515, February 24, 2011
    • 9 replies
    • 2.9k views
    • 
    • 12AX7
    • February 24, 2011

36. Spousal Consent

    By 30Rock, August 29, 2011
    • 5 replies
    • 2.9k views
    • 
    • masteff
    • September 2, 2011

37. Aduit 401k and MPP combined

    By sdix401k, September 14, 2007
    • 16 replies
    • 2.9k views
    • 
    • Guest
    • September 26, 2007

38. Must 401K contributions be withheld from pay?

    By Guest ctfudge07, January 11, 2007
    • 17 replies
    • 2.9k views
    • 
    • stephen
    • January 15, 2007

39. W2 Box 12, Code W

    By Dennis Povloski, April 29, 2016
    • 4 replies
    • 2.9k views
    • 
    • spiritrider
    • May 1, 2016

40. Affiliated Service Group

    By Guest johnpetrancosta, March 26, 2007
    • 4 replies
    • 2.9k views
    • 
    • atypicalguy
    • July 10, 2019

41. One day plan year....

    By fiona1, December 28, 2005
    • 7 replies
    • 2.9k views
    • 
    • Just Me
    • January 9, 2006

42. Late Deferrals and VFCP/Form 5330

    By J. Bringhurst, October 27, 2004
    • 6 replies
    • 2.9k views
    • 
    • J. Bringhurst
    • November 1, 2004

43. Can a Plan Sponsor issue a promissory note on distribution?

    By Guest KoreAmBear, December 14, 2005
    • 6 replies
    • 2.9k views
    • 
    • BeckyMiller
    • January 11, 2006

44. Profit Sharing Plan termination

    By cpc0506, November 11, 2013
    • 10 replies
    • 2.9k views
    • 
    • mbozek
    • November 16, 2013

45. affiliated service group?

    By PensionNewbee, April 26, 2004
    • 11 replies
    • 2.9k views
    • 
    • PensionNewbee
    • May 6, 2004

46. Volutary After-Tax Contributions

    By Guest dhall5, March 28, 2006
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • March 28, 2006

47. What should we do if an employee’s paycheck isn’t big enough to make his or her deferral election?

    By Guest Bud, August 4, 2005
    • 6 replies
    • 2.9k views
    • 
    • austin3515
    • August 5, 2005

48. severance payment paid prior to termination of employment

    By Guest rlt4, August 19, 2009
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • August 20, 2009

49. Failed ADP Test

    By coleboy, March 27, 2018
    • 15 replies
    • 2.9k views
    • 
    • Bird
    • April 2, 2018

50. Non-profit entity and for profit entity--403(b) and 401(k)

    By Guest DLevine, January 13, 2003
    • 6 replies
    • 2.9k views
    • 
    • jpod
    • January 14, 2003