401(k) Plans

19,319 topics in this forum

1. SH Match - calling all, especially Tom Poje

   By Blinky the 3-eyed Fish, December 2, 2008
   • 13 replies
   • 2.7k views
   • 
   • K2retire
   • December 25, 2008

2. 401(k) Hardship Withdrawals

   By Guest average_guy, January 23, 2002
   • 4 replies
   • 2.7k views
   • 
   • Guest
   • January 29, 2002

3. Controlled groups and ADP/ACP testing methods

   By Guest lforesz, February 6, 2002
   • 6 replies
   • 2.7k views
   • 
   • Guest
   • February 20, 2002

4. pro-rating limits -- company established 12/1/02, 401k plan effective

   By maverick, December 2, 2002
   • 13 replies
   • 2.7k views
   • 
   • Tom Poje
   • December 5, 2002

5. Deadline Extension

   By Guest andmik, February 26, 2003
   • 10 replies
   • 2.7k views
   • 
   • Guest
   • February 28, 2003

6. Failure to make timely corrective distribution for Excess Contribution

   By James Matt Ullakko, April 30, 2001
   • 7 replies
   • 2.7k views
   • 
   • James Matt Ullakko
   • May 9, 2001

7. 2004 Payroll Error

   By Guest ActuaryWannabe, January 5, 2005
   • 13 replies
   • 2.7k views
   • 
   • Guest
   • January 6, 2005

8. Deferrals Not Withheld From Pay

   By Guest ERead, November 16, 1998
   • 7 replies
   • 2.7k views
   • 
   • Guest
   • December 23, 2002

9. Average Benefits Test

   By Guest guest809, January 24, 2013   

   • ABTABPT
   • coverage test
   • (and 3 more)

     Tagged with:

     • ABTABPT
     • coverage test
     • controlled group
     • merger
     • M/A
   • 1 reply
   • 2.7k views
   • 
   • ETA Consulting LLC
   • January 24, 2013

10. Changing ADP/ACP Testing Methods

    By Lucky32, February 22, 2023
    • 6 replies
    • 2.7k views
    • 
    • BG5150
    • February 28, 2023

11. Are 401k elective deferrals deducted as employer contributions on spon

    By David MacLennan, May 10, 2001
    • 2 replies
    • 2.7k views
    • 
    • alanm
    • May 14, 2001

12. Solo 401k w/ Missing 5500's for Many Years

    By austin3515, July 28, 2010
    • 8 replies
    • 2.7k views
    • 
    • Bird
    • July 29, 2010

13. Safe Harbor 401(k) for Sole Proprietor

    By MarZDoates, January 31, 2003
    • 5 replies
    • 2.7k views
    • 
    • Mike Preston
    • January 31, 2003

14. Separate Catch up election required?

    By Guest jefe96, November 29, 2006
    • 3 replies
    • 2.7k views
    • 
    • Bird
    • November 30, 2006

15. Maximum 402(g) limit and ADP

    By cathyw, February 1, 2007
    • 7 replies
    • 2.7k views
    • 
    • TLGeer
    • February 4, 2007

16. QNEC – Grasping at Straws

    By buckaroo, November 4, 2008
    • 10 replies
    • 2.7k views
    • 
    • fiona1
    • November 5, 2008

17. Effectively connected income

    By John A, April 7, 2003
    • 0 replies
    • 2.7k views
    • 
    • John A
    • April 7, 2003

18. Discontinuing Safe Harbor Contributions

    By austin3515, March 18, 2020
    • 8 replies
    • 2.7k views
    • 
    • RatherBeGolfing
    • March 20, 2020

19. Last minute 401k

    By Santo Gold, December 19, 2005
    • 9 replies
    • 2.7k views
    • 
    • R. Butler
    • January 5, 2006

20. Bottom Up QNEC question

    By fiona1, April 28, 2005
    • 9 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 3, 2005

21. Forfeiture upon death permitted in DC/401(k) plan?

    By Guest mo again, January 18, 2001
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • January 19, 2001

22. hce with no contribution

    By Guest Codi, August 23, 2002
    • 18 replies
    • 2.7k views
    • 
    • Mike Preston
    • August 28, 2002

23. "frozen" plan

    By stevena, July 27, 2004
    • 7 replies
    • 2.7k views
    • 
    • stevena
    • August 5, 2004

24. Nondiscrimination testing

    By holdco, October 1, 2012
    • 3 replies
    • 2.7k views
    • 
    • Mike Preston
    • October 1, 2012

25. Employer initiated terminations that lead to partial plan termination?

    By Guest 410b, November 4, 2009
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • November 5, 2009

26. ACP Failure, but match not made yet

    By BG5150, March 10, 2010
    • 10 replies
    • 2.7k views
    • 
    • rcline46
    • July 23, 2010

27. Weird Participant Loans

    By austin3515, November 21, 2002
    • 17 replies
    • 2.7k views
    • 
    • Guest
    • March 21, 2003

28. Electing current year ADP testing

    By Guest Willy235, March 1, 2002
    • 4 replies
    • 2.7k views
    • 
    • wmyer
    • November 19, 2002

29. Funding of a SH Match True Up

    By justatester, December 29, 2020
    • 9 replies
    • 2.7k views
    • 
    • pmacduff
    • December 29, 2020

30. ADP/ACP Prior Year Method

    By fiona1, September 29, 2004
    • 9 replies
    • 2.7k views
    • 
    • fiona1
    • September 30, 2004

31. Same Desk Rule - Does it apply?

    By Guest PAINPA, August 6, 2004
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • August 9, 2004

32. Permissive Aggregation for coverage testing

    By Guest cxs, May 21, 2014
    • 1 reply
    • 2.7k views
    • 
    • MWeddell
    • May 22, 2014

33. CDSC Treated as a Plan Expense

    By DTH, July 19, 2006
    • 9 replies
    • 2.7k views
    • 
    • Bird
    • July 21, 2006

34. 5500 COUNT ON FORM 5500

    By ratherbereading, June 15, 2016   

    • Form 5500; participant count
    • 2 replies
    • 2.7k views
    • 
    • Tom Poje
    • June 15, 2016

35. 414(s) compensation

    By R. Butler, February 19, 2014
    • 2 replies
    • 2.7k views
    • 
    • R. Butler
    • February 21, 2014

36. Discontinuance Charges deemed a contribution?

    By rblum50, January 11, 2012
    • 5 replies
    • 2.7k views
    • 
    • KJohnson
    • January 11, 2012

37. QNECs, 401a4 & TH

    By zimbo, February 27, 2009
    • 6 replies
    • 2.7k views
    • 
    • K2retire
    • March 3, 2009

38. Successor Plan Rules

    By ARPC, September 11, 2018   

    • new plan
    • termination
    • (and 1 more)

      Tagged with:

      • new plan
      • termination
      • bankruptcy
    • 8 replies
    • 2.7k views
    • 
    • Luke Bailey
    • September 13, 2018

39. Distributable Event

    By Guest Thornton, July 19, 2007
    • 5 replies
    • 2.7k views
    • 
    • jpod
    • July 20, 2007

40. Changing a Vesting Schedule

    By Guest Steve Nolan, November 11, 1998
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • November 11, 1998

41. Merge Plans of parent and new subsidiary?

    By Guest SJPrince, December 3, 1998
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • December 9, 1998

42. Husband/Wife Controlled Group

    By Guest SCUDDESLER, March 11, 2003
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • March 11, 2003

43. Mandatory Disaggregation

    By Guest yahoo, May 13, 1999
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • May 13, 1999

44. Change to Ineligible Class

    By rlb64, May 6, 2005
    • 4 replies
    • 2.7k views
    • 
    • david rigby
    • May 7, 2005

45. Safe harbor "maybe" plan - amendments

    By Belgarath, January 5, 2015
    • 7 replies
    • 2.7k views
    • 
    • Bird
    • January 6, 2015

46. Prohibited Transaction - how to correct?

    By Blinky the 3-eyed Fish, June 30, 2011
    • 6 replies
    • 2.7k views
    • 
    • Kevin C
    • July 1, 2011

47. BenefitsLink Nondiscrimination Q&A 5-- Isn't it wrong?

    By KJohnson, September 25, 2003
    • 6 replies
    • 2.7k views
    • 
    • MGB
    • September 25, 2003

48. Safe Harbor and Non Safe Harbor Plan

    By Dougsbpc, March 8, 2013
    • 1 reply
    • 2.7k views
    • 
    • Tom Poje
    • March 8, 2013

49. top paid group, hce's and failed adp test

    By Lori H, November 16, 2005
    • 4 replies
    • 2.7k views
    • 
    • WDIK
    • November 17, 2005

50. Two plans - one brokerage account

    By BFree, February 26, 2003
    • 14 replies
    • 2.7k views
    • 
    • Guest
    • January 17, 2013