401(k) Plans

19,319 topics in this forum

1. Benefit Statements - PPA

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

2. Coverage-After Tax and Match

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

3. Service-Based Allocations - eligible to participate, but no allocation

   By 00hskrgrl, June 22, 2012
   • 4 replies
   • 2.7k views
   • 
   • Kevin C
   • July 6, 2012

4. Targeted QNECs

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

5. 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

6. SECURE - LTPT EEs - Interns?

   By doombuggy, October 25, 2023
   • 16 replies
   • 2.7k views
   • 
   • Peter Gulia
   • October 29, 2023

7. 415 and other limits

   By Guest Tesla, January 10, 2013
   • 8 replies
   • 2.7k views
   • 
   • BG5150
   • January 11, 2013

8. Can a QACA Provide for Permissible Withdrawals?

   By rocknrolls2, December 4, 2007
   • 2 replies
   • 2.7k views
   • 
   • Guest
   • January 16, 2008

9. Severance pay

   By Guest RJF, March 28, 2006
   • 5 replies
   • 2.7k views
   • 
   • Guest
   • April 10, 2006

10. What does a 401k plan do when they receive a notice of rejection from

    By Guest Leonard, August 10, 2000
    • 6 replies
    • 2.7k views
    • 
    • KIP KRAUS
    • August 11, 2000

11. This is a difficult 401(k) plan

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

12. EACA amendment to ACA mid year

    By bmore1147, June 6, 2020
    • 4 replies
    • 2.7k views
    • 
    • bmore1147
    • June 9, 2020

13. Simple 401(k)-exclusive plan requirement

    By AndyH, April 5, 2001
    • 9 replies
    • 2.7k views
    • 
    • Appleby
    • April 9, 2001

14. ADP test fails, refund, and subsequent deferral limits

    By Belgarath, November 18, 2005
    • 5 replies
    • 2.7k views
    • 
    • Tom Poje
    • November 22, 2005

15. Non-Profit and For Profit

    By austin3515, November 4, 2020
    • 11 replies
    • 2.7k views
    • 
    • justanotheradmin
    • December 17, 2025

16. Individual class based New Comparability

    By pjb1835, February 21, 2018
    • 11 replies
    • 2.7k views
    • 
    • chc93
    • February 22, 2018

17. Late Contributions

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

18. Plan year-end change - notification to participants

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

19. Refunds of Excess Aggregate Contributions

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

20. 415 Refunds and Excise Tax

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

21. Top Heavy and Secure 2.0

    By tpa_girl, September 14, 2024   

    • top heavy
    • top heavy minimum
    • (and 2 more)

      Tagged with:

      • top heavy
      • top heavy minimum
      • secure 2.0
      • otherwise excludable
    • 5 replies
    • 2.7k views
    • 
    • C. B. Zeller
    • September 16, 2024

22. Top Heavy Determination

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

23. Should disabled but working employee enroll in the 401k?

    By CFP, June 7, 2024
    • 4 replies
    • 2.7k views
    • 
    • FPGuy
    • June 11, 2024

24. Increasing Loan Interest Rate

    By austin3515, March 6, 2015
    • 15 replies
    • 2.7k views
    • 
    • GMK
    • March 9, 2015

25. short plan year failed ADP

    By R. Butler, January 17, 2017
    • 11 replies
    • 2.7k views
    • 
    • Mike Preston
    • January 19, 2017

26. Participant Loans - Terminated EE's

    By MBCarey, April 18, 2002
    • 7 replies
    • 2.7k views
    • 
    • Earl
    • April 19, 2002

27. 415 limits

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

28. S-Corp owner-only 401(k) plan, deferral deposit deadline

    By JustnERPA, December 18, 2018
    • 5 replies
    • 2.7k views
    • 
    • spiritrider
    • December 19, 2018

29. Changing ADP test from Prior to Current Year

    By Jed Macy, March 1, 2007
    • 1 reply
    • 2.7k views
    • 
    • Tom Poje
    • March 1, 2007

30. Permissible to reduce profit sharing contribution allocation by matchi

    By John A, March 13, 2002
    • 10 replies
    • 2.7k views
    • 
    • Greg Judd
    • March 21, 2002

31. Controlled Groups and the Transition Rule

    By justatester, September 23, 2009
    • 8 replies
    • 2.7k views
    • 
    • justatester
    • September 24, 2009

32. What's a normal black-out period when converting a plan from one recor

    By Guest JimJ, October 17, 2000
    • 5 replies
    • 2.7k views
    • 
    • Jon Chambers
    • October 18, 2000

33. Definition of Disability and Protected Benefits

    By Abby N, November 7, 2023
    • 5 replies
    • 2.7k views
    • 
    • Luke Bailey
    • November 11, 2023

34. My employer terminated our 401(k) plan and transferred our assets to a

    By Guest chrismichelle, May 25, 2000
    • 5 replies
    • 2.7k views
    • 
    • Bill Berke
    • June 2, 2000

35. Form for relying on a participant’s written statement that she has a hardship?

    By Peter Gulia, August 4, 2023   

    • hardship; self-certification; secure 2.0
    • 21 replies
    • 2.7k views
    • 
    • MoJo
    • August 9, 2023

36. In-plan Roth: protected benefit and recordkeeping

    By Flyboyjohn, June 18, 2015
    • 1 reply
    • 2.7k views
    • 
    • Belgarath
    • June 22, 2015

37. Company Match taxable ?

    By Guest tkraynak, November 21, 2000
    • 9 replies
    • 2.7k views
    • 
    • IRC401
    • November 25, 2000

38. ERISA Recapture Accounts

    By austin3515, July 3, 2013
    • 1 reply
    • 2.7k views
    • 
    • austin3515
    • July 3, 2013

39. Do all states recognize 401(k) contributions?

    By Sully, February 18, 2009
    • 5 replies
    • 2.7k views
    • 
    • Sully
    • February 19, 2009

40. cont. to eligible key employee who worked less than 500 hours in top heavy plan

    By Lori H, January 8, 2004
    • 10 replies
    • 2.7k views
    • 
    • R. Butler
    • January 9, 2004

41. Safe Harbor and an Annual Match - how to?

    By Guest scdgoofy, February 12, 2007
    • 11 replies
    • 2.7k views
    • 
    • 12AX7
    • February 13, 2007

42. Loan fees in Amortization Schedule

    By Alex Daisy, January 12, 2009
    • 5 replies
    • 2.7k views
    • 
    • jpod
    • January 14, 2009

43. Merger of single employer 401(k) Plan into multiple employer 401(k)

    By Guest pensionadmin, March 10, 2002
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • March 12, 2002

44. imputed income and gross up

    By k man, November 22, 2005
    • 0 replies
    • 2.7k views
    • 
    • k man
    • November 22, 2005

45. IRS Audit

    By John Feldt ERPA CPC QPA, January 24, 2007
    • 8 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • April 25, 2007

46. Crazy anti-alienation issue

    By ERISAatty, July 6, 2011
    • 6 replies
    • 2.7k views
    • 
    • mbozek
    • October 13, 2012

47. ADP/ACP testing

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

48. Plan Effective Date

    By mming, October 23, 2007
    • 4 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 23, 2007

49. Conflict of Interest

    By Guest ScottSRoenigk, November 22, 2002
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • December 3, 2002

50. Compensation limit and match

    By rlb64, March 1, 2005
    • 11 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2005