401(k) Plans

19,275 topics in this forum

1. elapsed time method and ADP testing options

   By DMcGovern, January 9, 2009
   • 3 replies
   • 2.7k views
   • 
   • MWeddell
   • March 22, 2023

2. Is a not-for-profit company's 401(k) plan exempt from filing Form 5500?

   By Lori Foresz, September 16, 2003
   • 6 replies
   • 2.7k views
   • 
   • goldtpa
   • September 19, 2003

3. Amended 1065 - Additional PS?

   By austin3515, October 12, 2011
   • 13 replies
   • 2.7k views
   • 
   • mbozek
   • October 15, 2011

4. Safe Harbor Match Cont Count Towards Gateway

   By sdix401k, January 18, 2007
   • 2 replies
   • 2.7k views
   • 
   • Below Ground
   • January 19, 2007

5. Free 5500 Database

   By Guest GGSMS, November 3, 2006
   • 0 replies
   • 2.7k views
   • 
   • Guest
   • November 3, 2006

6. Excise tax for failed ADP test

   By Guest mo, April 25, 2000
   • 2 replies
   • 2.7k views
   • 
   • Guest
   • April 25, 2000

7. Catch-up contributions when 415(c) limit but not 402(g) limit is exceeded

   By Guest Dave Peckham, January 6, 2004
   • 4 replies
   • 2.7k views
   • 
   • TBob
   • January 6, 2004

8. Average Benefit Percentage Test "Testing Group" and "taken into account"

   By John Feldt ERPA CPC QPA, May 24, 2016   

   • 410(b)
   • Average Benefit Percentage
   • (and 4 more)

     Tagged with:

     • 410(b)
     • Average Benefit Percentage
     • testing group
     • coverage test
     • permissive aggregation
     • controlled group
   • 3 replies
   • 2.7k views
   • 
   • Belgarath
   • May 25, 2016

9. 401k Loan

   By Guest jousty, November 25, 2002
   • 5 replies
   • 2.7k views
   • 
   • E as in ERISA
   • November 26, 2002

10. 401(k) plan has separate annuity contracts, employer wants to transfer plan

    By katieinny, January 31, 2011
    • 24 replies
    • 2.7k views
    • 
    • K2retire
    • February 3, 2011

11. Otherwise Excludable Employees and ADP Testing

    By EBECatty, May 27, 2021
    • 9 replies
    • 2.7k views
    • 
    • BG5150
    • May 27, 2021

12. Can QMACs count toward the gateway?

    By Guest Dave Peckham, April 5, 2006
    • 7 replies
    • 2.7k views
    • 
    • Belgarath
    • April 6, 2006

13. Participant Disclosure Requirements

    By Guest JMN, November 11, 2011
    • 10 replies
    • 2.7k views
    • 
    • ERISA1
    • January 12, 2012

14. Esops And Lesops. - What Risk Do Fiduciaries Have??

    By fidu, February 5, 2002
    • 15 replies
    • 2.7k views
    • 
    • mbozek
    • February 27, 2002

15. ADP Failure/SCP/Reverse (Bottom Up) QNECs

    By Dawn Hafner, May 20, 2002
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • April 2, 2003

16. Not withholding deferrals

    By Guest cconnell, January 19, 2007
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • January 19, 2007

17. Inclusion in ACP test

    By rcline46, August 7, 2009
    • 6 replies
    • 2.7k views
    • 
    • MWeddell
    • August 12, 2009

18. How to start a Roth 401 k with a partnership

    By Guest rydercurry@hotmail.com, September 25, 2007
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • September 27, 2007

19. Options for HCEs

    By Guest Curiousgeorge, September 10, 2013
    • 8 replies
    • 2.7k views
    • 
    • GMK
    • September 10, 2013

20. Top Paid Group

    By cpc0506, September 16, 2010
    • 7 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • September 16, 2010

21. 5500 Review Requirement Calls from Wharton Group

    By Francis, April 14, 2020
    • 8 replies
    • 2.7k views
    • 
    • Mike Preston
    • July 12, 2021

22. prefunding of profit sharing

    By wsp, March 2, 2007
    • 3 replies
    • 2.7k views
    • 
    • Belgarath
    • March 2, 2007

23. H2B workers

    By R. Butler, January 5, 2015
    • 5 replies
    • 2.7k views
    • 
    • Kevin C
    • January 7, 2015

24. Prevailing Wage

    By Tom, October 13, 2022
    • 5 replies
    • 2.7k views
    • 
    • Tom
    • October 14, 2022

25. Davis Bacon Plan/401(k) Plan

    By MarZDoates, April 16, 2013
    • 4 replies
    • 2.7k views
    • 
    • 12AX7
    • April 19, 2013

26. eligibility

    By pmacduff, November 16, 2017
    • 9 replies
    • 2.7k views
    • 
    • Tom Poje
    • November 21, 2017

27. NRA in new plan's document

    By doombuggy, November 10, 2014   

    • normal retirement age
    • 10 replies
    • 2.7k views
    • 
    • Peter Gulia
    • November 11, 2014

28. Life insurance in a 401k plan

    By Jakyasar, May 31, 2022
    • 12 replies
    • 2.7k views
    • 
    • ErnieG
    • June 2, 2022

29. Benefit Statements - PPA

    By PMC, November 6, 2006
    • 5 replies
    • 2.7k views
    • 
    • Bird
    • November 7, 2006

30. Catch-Up Contribution/Off-calendar Year Plan

    By BFree, December 12, 2001
    • 9 replies
    • 2.7k views
    • 
    • John A
    • December 26, 2001

31. Coverage-After Tax and Match

    By justatester, August 27, 2008
    • 16 replies
    • 2.7k views
    • 
    • BG5150
    • August 29, 2008

32. Targeted QNECs

    By Guest philc, June 15, 2005
    • 6 replies
    • 2.7k views
    • 
    • E as in ERISA
    • June 16, 2005

33. ADP refund deadline

    By Guest Lex, February 27, 2003
    • 1 reply
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2003

34. This is a difficult 401(k) plan

    By SteveH, September 19, 2006
    • 15 replies
    • 2.7k views
    • 
    • BG5150
    • September 26, 2006

35. Write-up on Roth 1099-R Codes?

    By austin3515, January 23, 2018
    • 13 replies
    • 2.7k views
    • 
    • AlbanyConsultant
    • March 19, 2021

36. Ineligible In-Service Withdrawal

    By emmetttrudy, March 30, 2009
    • 6 replies
    • 2.7k views
    • 
    • jlea
    • March 31, 2009

37. Prepaid elective deferrals

    By Guest esi-jht, August 22, 2006
    • 12 replies
    • 2.7k views
    • 
    • GBurns
    • August 25, 2006

38. Plan year-end change - notification to participants

    By Guest Achilles, November 19, 2002
    • 11 replies
    • 2.7k views
    • 
    • KJohnson
    • November 19, 2003

39. Tax reporting of refunded contributions

    By GBurns, May 23, 2002
    • 10 replies
    • 2.7k views
    • 
    • pjkoehler
    • May 31, 2002

40. Top Heavy Determination

    By RPP2001, September 29, 2008
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • September 30, 2008

41. Merger of MPPP into PS plan and GUST amendments

    By Guest Diane DuFresne, September 17, 2001
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • October 23, 2001

42. Eligible Employee Omitted from 401(k). How do we fix the lost deferra

    By Guest TrustMe401k, August 8, 2000
    • 3 replies
    • 2.7k views
    • 
    • KJohnson
    • August 18, 2000

43. safe harbor match changing from payroll calc to annual

    By Santo Gold, October 24, 2007
    • 7 replies
    • 2.7k views
    • 
    • Kevin C
    • November 5, 2007

44. dual eligibility and top heavy

    By Guest richard j. decock, December 18, 2001
    • 4 replies
    • 2.7k views
    • 
    • Tom Poje
    • December 20, 2001

45. Late Contributions

    By Guest moorhan, September 5, 2001
    • 8 replies
    • 2.7k views
    • 
    • R. Butler
    • September 5, 2001

46. SECURE 2.0 317: Retroactive 1st year deferral for Sole Prop

    By joef, January 21, 2023
    • 11 replies
    • 2.7k views
    • 
    • joef
    • January 25, 2023

47. Refunds of Excess Aggregate Contributions

    By Gadgetfreak, February 20, 2011
    • 2 replies
    • 2.7k views
    • 
    • Tom Poje
    • February 21, 2011

48. 415 Refunds and Excise Tax

    By Guest CHRISTA, December 18, 2001
    • 3 replies
    • 2.7k views
    • 
    • jaemmons
    • December 19, 2001

49. 415 limits

    By Guest johng44, October 9, 2002
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • October 11, 2002

50. Limited Scope Audits

    By Guest Taxman, June 13, 2003
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • June 21, 2003