401(k) Plans

19,275 topics in this forum

1. Age weighted formula & TH

   By Guest algeis, June 9, 2011
   • 4 replies
   • 1.4k views
   • 
   • Tom Poje
   • June 10, 2011

2. Age Weighted Match?

   By KateSmithPA, December 5, 2012
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • March 12, 2013

3. Age Weighted/SH 401K

   By K-t-F, August 6, 2004
   • 6 replies
   • 2.6k views
   • 
   • K-t-F
   • August 7, 2004

4. Age-50 Catch-up Contributions

   By Guest koolkidd, May 24, 2004
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • May 26, 2004

5. Age-weighted PSP in Floor/offset

   By Guest Ddalk, April 25, 2003
   • 8 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • April 29, 2003

6. Agent’s fraudulent adoption of 401(k) plan

   By JungRet, April 4
   • 5 replies
   • 1.3k views
   • 
   • Gina Alsdorf
   • April 8

7. Agents on commission only, how to calculate hours of service?

   By Guest IRaceTA, July 9, 2004
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • July 9, 2004

8. Aggregate Limit using Multiple Use Test

   By Guest Mark Manning, April 11, 2000
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • April 12, 2000

9. Aggregate Testing - Different definiton of compensation

   By Trisports, May 19, 2017
   • 1 reply
   • 726 views
   • 
   • Tom Poje
   • May 22, 2017

10. Aggregate Testing for 401(k) Plans under same employer

    By Senior Pension Admin, July 7
    • 8 replies
    • 789 views
    • 
    • John Feldt ERPA CPC QPA
    • July 8

11. Aggregating 401(k) balance with non-401(k) balance to get lower management fees

    By Guest mbg, May 9, 2006
    • 9 replies
    • 2.4k views
    • 
    • jpod
    • May 11, 2006

12. Aggregating a Safe Harbor and a Non-Safe Harbor

    By austin3515, February 10, 2003
    • 12 replies
    • 3.3k views
    • 
    • austin3515
    • February 14, 2003

13. Aggregating FICA compensation from CG/ASG members for purposes of HPI determination for Roth catch-up

    By Belgarath, October 3
    • 4 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • October 4

14. Aggregating for Coverage, but Diff Testing Methods

    By austin3515, March 19, 2015
    • 3 replies
    • 987 views
    • 
    • Mike Preston
    • March 20, 2015

15. Aggregating Plans for Coverage

    By Laura Harrington, November 25, 2009
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • November 25, 2009

16. aggregating plans for testing

    By Santo Gold, June 7, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • June 8, 2006

17. Aggregating plans for testing?

    By Guest KRS401k, March 26, 2008
    • 4 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 14, 2008

18. Aggregating plans of the employer for 401(k) testing

    By Guest R. Daestrom, November 19, 2004
    • 12 replies
    • 2.2k views
    • 
    • JanetM
    • November 22, 2004

19. Aggregating RMD's between different plan types

    By Guest Steve Nolan, December 28, 1998
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • December 28, 1998

20. Aggregation

    By CJS07, March 9, 2007
    • 5 replies
    • 1.6k views
    • 
    • J Simmons
    • May 30, 2007

21. Aggregation

    By Guest elang, September 26, 2012
    • 4 replies
    • 1k views
    • 
    • Lou S.
    • September 28, 2012

22. Aggregation & 401(k)

    By R. Butler, August 29, 2003
    • 0 replies
    • 1.3k views
    • 
    • R. Butler
    • August 29, 2003

23. Aggregation for ACP Only

    By BTG, March 8, 2021
    • 0 replies
    • 288 views
    • 
    • BTG
    • March 8, 2021

24. Aggregation in 2001 but not in 2002 . . . what are the prior year NHCE

    By Guest T-BONE, May 1, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 1, 2002

25. Aggregation of Compensation?

    By Dougsbpc, October 30, 2013
    • 2 replies
    • 963 views
    • 
    • Dougsbpc
    • October 30, 2013

26. Aggregation of excess deferrals of unrelated plans?

    By Guest LDH1, May 19, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 19, 2000

27. Aggregation of Plan for Top Heavy

    By Lori Foresz, February 11, 2009
    • 10 replies
    • 3.4k views
    • 
    • jpod
    • August 12, 2009

28. Aggregation of plans for top heavy

    By Guest DJB, October 8, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 8, 2004

29. Aggregation of QACA plan and Safe Harbor Plan? and Non-Safe Harbor Plan?

    By Guest Pennysaver, June 21, 2010
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • June 23, 2010

30. Aggregation of SH 401(k) Plan and non SH 401(k) Plan

    By smm, February 22, 2008
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 22, 2008

31. Aggregation Rules

    By Guest patdanielson, August 24, 2005
    • 4 replies
    • 2.8k views
    • 
    • Mike Preston
    • September 9, 2005

32. aggressive "shifting" to pass ADP/ACP

    By Guest MaryMac, November 21, 2002
    • 2 replies
    • 3.5k views
    • 
    • GBurns
    • November 22, 2002

33. Aggressive Discretionary Matching Formula

    By metsfan026, April 2
    • 7 replies
    • 1k views
    • 
    • metsfan026
    • April 4

34. Alien in 401(k) Plan

    By rblum50, August 24, 2010
    • 6 replies
    • 5.6k views
    • 
    • Laura Harrington
    • August 24, 2010

35. Alienation of benefits

    By Guest, November 4, 2009
    • 3 replies
    • 1.4k views
    • 
    • J Simmons
    • November 4, 2009

36. All in the Family...who is a Key Employee?

    By ldr, October 18, 2018   

    • key
    • hce
    • (and 1 more)

      Tagged with:

      • key
      • hce
      • trusts
    • 2 replies
    • 931 views
    • 
    • ldr
    • October 18, 2018

37. All Stock Purchase of Company With Safe Harbor 401k By Company With No Pre-Existing 401k

    By MeetMeInTheBackdoorRoth, April 14, 2022   

    • 401k
    • safe harbor
    • (and 4 more)

      Tagged with:

      • 401k
      • safe harbor
      • secure act
      • conversion
      • merger
      • eligibility
    • 2 replies
    • 980 views
    • 
    • CuseFan
    • April 14, 2022

38. All time record for ADP %

    By Tom Poje, March 1, 2017
    • 5 replies
    • 546 views
    • 
    • Mike Preston
    • March 1, 2017

39. alloc of employer match

    By Guest pensiondoc, December 3, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 4, 1998

40. Allocable share of qualified plan deduction

    By ErisaGooroo, July 25, 2017
    • 5 replies
    • 951 views
    • 
    • ErisaGooroo
    • July 26, 2017

41. allocate loan interest in pooled 401(k) plan

    By M Norton, March 16, 2021
    • 5 replies
    • 1.1k views
    • 
    • M Norton
    • March 20, 2021

42. allocated contracts

    By Guest twalters, July 3, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • July 3, 2001

43. Allocating cents to 401(k) subaccounts

    By Guest hk73, October 21, 2014
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • October 23, 2014

44. correction of delinquent remittance of employee contributions Allocating contribution to correct late employee contributions

    By Luke Bailey, September 28, 2018   

    • vfcp
    • late employee contributions
    • 10 replies
    • 4.5k views
    • 
    • Luke Bailey
    • October 2, 2018

45. allocating deferrals to catch-up to make room for PS

    By M Norton, February 13, 2019   

    • catch-up deferrals
    • 2 replies
    • 805 views
    • 
    • M Norton
    • February 13, 2019

46. Allocating extra funds

    By TPApril, November 8, 2011
    • 4 replies
    • 1.5k views
    • 
    • ESOP Guy
    • November 8, 2011

47. Allocating Foreitures

    By Guest A_Dude, September 27, 2013
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • September 28, 2013

48. Allocating Forfeiture Account For Terminated Plan

    By metsfan026, November 17, 2023
    • 6 replies
    • 2.7k views
    • 
    • Luke Bailey
    • November 21, 2023

49. allocating forfeitures

    By k man, July 23, 2007
    • 2 replies
    • 1.2k views
    • 
    • four01kman
    • July 23, 2007

50. allocating forfeitures against safe harbor match

    By Guest Patkelley007, March 1, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2007