401(k) Plans

19,275 topics in this forum

1. SH match basic

   By Guest Peggy806, October 23, 2009
   • 9 replies
   • 1.7k views
   • 
   • GMK
   • October 26, 2009

2. ADP refund question

   By roy819, November 20, 2024
   • 9 replies
   • 2k views
   • 
   • Lou S.
   • November 21, 2024

3. davis bacon plan

   By Guest Susan M., January 30, 2012
   • 9 replies
   • 3.3k views
   • 
   • rcline46
   • January 31, 2012

4. Marriage after designation of death beneficiary

   By J Simmons, May 9, 2019
   • 9 replies
   • 3.9k views
   • 
   • loserson
   • May 14, 2019

5. Restatement Fees

   By rwhiles, October 22, 2020
   • 9 replies
   • 1.9k views
   • 
   • RatherBeGolfing
   • October 23, 2020

6. Testing Method for safe harbor

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

7. Coverage Testing - (a)4 testing?

   By Guest mpark, December 13, 2004
   • 9 replies
   • 2.3k views
   • 
   • Tom Poje
   • December 22, 2004

8. safe harbor, new plan, eligible but not yet entered?

   By Guest francegirl, September 29, 2011
   • 9 replies
   • 1.4k views
   • 
   • austin3515
   • September 30, 2011

9. Intentionally Defaulting on a Loan

   By austin3515, September 16, 2004
   • 9 replies
   • 4k views
   • 
   • austin3515
   • September 16, 2004

10. Safe Harbor Hardship Distribution and 409A

    By Randy Watson, February 12, 2008
    • 9 replies
    • 4.9k views
    • 
    • XTitan
    • April 4, 2018

11. Plan Terminations

    By Guest lap716, November 20, 2009
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • September 22, 2010

12. Switching from Safe Harbor Non-elective to Safe Harbor Match?

    By Lori H, March 16, 2015
    • 9 replies
    • 1.8k views
    • 
    • Kevin C
    • March 25, 2015

13. Company buyout effects on 401k plans

    By Guest DDDlump, April 22, 2002
    • 9 replies
    • 3.9k views
    • 
    • pjkoehler
    • April 24, 2002

14. Can a participant use 401(k) $ to pay equity to ex spouse ?

    By Guest W. Blake, July 12, 2005
    • 9 replies
    • 7k views
    • 
    • david rigby
    • July 14, 2005

15. Corrections to HCE Give-backs

    By Cynchbeast, February 26, 2009
    • 9 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 27, 2009

16. 401(k) Plans for Loans Only?

    By coleboy, March 12, 2018
    • 9 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 12, 2018

17. ADP/ACP Testing Method Change

    By Guest Henry P. Schneider, February 24, 2003
    • 9 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2003

18. Are amounts forfeited included in the one-year add back when determining the top heavy ratio?

    By TPABob, May 1, 2018   

    • forfeitures
    • top heavy
    • (and 2 more)

      Tagged with:

      • forfeitures
      • top heavy
      • distributions
      • one-year addback
    • 9 replies
    • 1.1k views
    • 
    • TPABob
    • May 2, 2018

19. reimbursement for investment expense

    By justanotheradmin, July 10, 2019
    • 9 replies
    • 1.6k views
    • 
    • Bird
    • July 12, 2019

20. Employer contributions for forfeited amounts

    By Miner88, September 5, 2007
    • 9 replies
    • 2.1k views
    • 
    • Bird
    • September 6, 2007

21. Sub-S Stock in 401(k) Plan

    By Guest Thornton, October 23, 2009
    • 9 replies
    • 4.9k views
    • 
    • Guest
    • February 1, 2011

22. PEO Multiple Employer Plan

    By Guest Midas, May 19, 2005
    • 9 replies
    • 5.4k views
    • 
    • Guest
    • May 26, 2005

23. Permissively Aggregate Owner's Plan with Staff Plan

    By Oh so SIMPLE, July 21, 2013
    • 9 replies
    • 1.8k views
    • 
    • ESOP Guy
    • July 23, 2013

24. Compensation for Deferrals include GTL?

    By Kac1214, June 22, 2018
    • 9 replies
    • 9.3k views
    • 
    • PensionPro
    • June 26, 2018

25. Personal residence hardship

    By shERPA, November 15, 2012
    • 9 replies
    • 1.9k views
    • 
    • Bird
    • November 16, 2012

26. Vesting At Retirement Age

    By Coleboy1, May 23, 2024
    • 9 replies
    • 3k views
    • 
    • AMDG
    • April 24

27. SH QNEC and additoinal NEC

    By justatester, September 29, 2009
    • 9 replies
    • 1.9k views
    • 
    • Tom Poje
    • October 1, 2009

28. SH match when none paid

    By Cynchbeast, March 30, 2020
    • 9 replies
    • 1.2k views
    • 
    • BG5150
    • April 3, 2020

29. After-tax Contributions

    By Ahuntingus, August 6, 2021
    • 9 replies
    • 2k views
    • 
    • BG5150
    • September 17, 2021

30. SH 401K for employees under a CBA

    By RatherBeGolfing, September 30, 2021
    • 9 replies
    • 938 views
    • 
    • Luke Bailey
    • October 5, 2021

31. Once 401(k) deferrals are in plan's trust account, when does employer

    By Guest deagea, October 20, 2000
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • November 15, 2000

32. carving out class based on tenure

    By k man, May 19, 2005
    • 9 replies
    • 1.4k views
    • 
    • david rigby
    • May 20, 2005

33. Integrated Top Heavy P.S. Allocation

    By Lori H, September 30, 2008
    • 9 replies
    • 4.9k views
    • 
    • Mike Preston
    • October 3, 2008

34. Other Documents "Exclude" Compensation

    By EBECatty, March 13, 2018
    • 9 replies
    • 2.1k views
    • 
    • Luke Bailey
    • March 15, 2018

35. Employer forgot to make a Roth deferral

    By gc@chimentowebb.com, February 11
    • 9 replies
    • 1.7k views
    • 
    • gc@chimentowebb.com
    • February 12

36. Excluded Employess & Cross Testing

    By Guest Michele Ciz, September 30, 2008
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • October 14, 2008

37. 401(k) after tax contributions

    By Guest BruceC, March 23, 2010
    • 9 replies
    • 6.5k views
    • 
    • Guest
    • March 25, 2010

38. Minimum payroll for a loan deduction

    By 30Rock, October 3, 2014
    • 9 replies
    • 2k views
    • 
    • MoJo
    • October 7, 2014

39. Can plan tie matching contribution to measurable job performance crite

    By Guest KevinGordon, May 2, 2001
    • 9 replies
    • 2.6k views
    • 
    • Medusa
    • May 5, 2001

40. Voluntary Deemed Loan

    By Guest NGG53, March 28, 2011
    • 9 replies
    • 2.3k views
    • 
    • masteff
    • March 31, 2011

41. historical records

    By Guest HRrep, October 23, 2001
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • October 24, 2001

42. 5500 audit requirement first year

    By Tom, October 3
    • 9 replies
    • 791 views
    • 
    • ESOP Guy
    • October 6

43. Mandatory Contributions

    By Guest MDG, September 9, 2003
    • 9 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • September 10, 2003

44. Coverage-General Testing

    By justatester, May 18, 2010
    • 9 replies
    • 1.4k views
    • 
    • Kevin C
    • May 19, 2010

45. 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

46. What is the compensation?

    By Basically, February 11
    • 9 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • February 13

47. Safe Harbor Match Calculation- Need Help

    By coleboy, May 18, 2015
    • 9 replies
    • 3.4k views
    • 
    • ETA Consulting LLC
    • May 20, 2015

48. Must Employer's Notify Former Employees When they Change 401(k) Admini

    By Guest jeaniec, August 21, 2001
    • 9 replies
    • 12.2k views
    • 
    • Guest
    • September 10, 2001

49. Controlled group compensation

    By Guest jim williams, April 28, 2004
    • 9 replies
    • 1.3k views
    • 
    • WDIK
    • April 29, 2004

50. new accounts/enrollments

    By Guest SPOT, August 3, 2004
    • 9 replies
    • 1.3k views
    • 
    • david rigby
    • August 4, 2004