401(k) Plans

19,275 topics in this forum

1. ADP/ACP test...

   By Guest RONNIE WASEL, November 5, 2002
   • 9 replies
   • 2.6k views
   • 
   • Guest
   • November 7, 2002

2. 415 Safe Harbor Compensation

   By Madison71, December 22, 2009
   • 1 reply
   • 2.6k views
   • 
   • Madison71
   • December 22, 2009

3. What can an employer do with unclaimed money?

   By Guest Adriana Hook, May 22, 2001
   • 7 replies
   • 2.6k views
   • 
   • AndyH
   • May 25, 2001

4. Beneficiary dies - Does beneficiary's spouse receive death benefit?

   By Guest CHRISTA, February 4, 2002
   • 5 replies
   • 2.6k views
   • 
   • mbozek
   • February 6, 2002

5. 401(a)(4) General test - cite needed for Average Benefit Percentage Te

   By John A, February 7, 2002
   • 3 replies
   • 2.6k views
   • 
   • Mike Preston
   • February 11, 2002

6. Special Tax Notice

   By austin3515, January 17, 2024
   • 12 replies
   • 2.6k views
   • 
   • Peter Gulia
   • January 17, 2024

7. After-tax contribution limits?

   By Guest Kayla, December 30, 2004
   • 2 replies
   • 2.6k views
   • 
   • MWeddell
   • January 3, 2005

8. Medical Loss Ratio (MLR) rebates

   By fiona1, August 14, 2012
   • 2 replies
   • 2.6k views
   • 
   • dcoderre
   • January 24, 2013

9. Can you freeze a SIMPLE 401(k) Plan?

   By Guest UKH, October 29, 2001
   • 5 replies
   • 2.6k views
   • 
   • Guest
   • October 31, 2001

10. How to merge two 401(k) plans?

    By Guest SJPrince, July 12, 2000
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • July 19, 2000

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

    By Guest chrismichelle, May 25, 2000
    • 5 replies
    • 2.6k views
    • 
    • Bill Berke
    • June 2, 2000

12. RMD Recipient Will Not Respond to RMD Notices

    By CAR, July 27, 2015
    • 11 replies
    • 2.6k views
    • 
    • mbozek
    • July 29, 2015

13. Under $5,000 force out procedures

    By FundeK, March 4, 2004
    • 7 replies
    • 2.6k views
    • 
    • doombuggy
    • March 8, 2004

14. Buyer with 401(k) Acquiring Company with SIMPLE

    By Guest jhall, January 25, 2008
    • 5 replies
    • 2.6k views
    • 
    • Appleby
    • January 25, 2008

15. May a Plan be amended to require 401(k) contributions as a condition o

    By Hoard1, December 1, 1999
    • 14 replies
    • 2.6k views
    • 
    • IRC401
    • January 20, 2000

16. employer coding 401(k) deferrals as after tax on W-2 for one HCE...wha

    By Guest DeePA, February 20, 2003
    • 15 replies
    • 2.6k views
    • 
    • Mike Preston
    • February 21, 2003

17. Is a Safe Harbor QACA Match of 100% of 6% OK?

    By Anagoge, January 30, 2020
    • 2 replies
    • 2.6k views
    • 
    • Anagoge
    • February 4, 2020

18. Charitable IRA contributions

    By lexi, September 28, 2006
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • November 28, 2006

19. New Comparability/Safe-Harbor - Partners max, but want to give less to one of the partners

    By Guest THess, February 15, 2005
    • 20 replies
    • 2.6k views
    • 
    • Alf
    • February 17, 2005

20. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen, February 12, 2024
    • 5 replies
    • 2.6k views
    • 
    • Peter Gulia
    • February 12, 2024

21. 401K termination upon bankruptcy - administrator fees

    By Guest motti, October 14, 2006
    • 6 replies
    • 2.6k views
    • 
    • RCK
    • October 17, 2006

22. Where do I find a ERISA attorney?

    By Guest dulan, August 21, 2007
    • 6 replies
    • 2.6k views
    • 
    • KJohnson
    • September 6, 2007

23. Are contributions to/for ineligible employees included in ADP and ACP

    By John A, January 21, 2000
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • January 25, 2000

24. ADP using net compensation

    By Guest Dumb & Dumber, June 21, 2012
    • 7 replies
    • 2.6k views
    • 
    • BG5150
    • June 25, 2012

25. acquistion and plan freeze amendment

    By MATRIX, August 20
    • 1 reply
    • 2.6k views
    • 
    • CuseFan
    • August 21

26. 401k part owner not participating in plan

    By tertue, September 20, 2012
    • 7 replies
    • 2.6k views
    • 
    • ETA Consulting LLC
    • September 20, 2012

27. Defined Contrib. Participant Education & Prospectus Delivery

    By Guest DCool, September 20, 2000
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • October 25, 2002

28. safe harbor 401k, top heavy, IRS opinion

    By Tom Poje, October 30, 2002
    • 10 replies
    • 2.6k views
    • 
    • Tom Poje
    • November 1, 2002

29. Merger of two 401(k) plans; any special provisions for corporate resolution ?

    By Guest tintree73, December 30, 2003
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 31, 2003

30. Reallocated forfeitures

    By rlb64, December 21, 2004
    • 14 replies
    • 2.6k views
    • 
    • rlb64
    • December 22, 2004

31. Safe Harbor (Non-elective 3%) - HELP!

    By lkpittman, March 25, 2002
    • 10 replies
    • 2.6k views
    • 
    • lkpittman
    • March 27, 2002

32. Cap on Deferrals for HCE in Plan Document?

    By lkpittman, January 23, 2002
    • 6 replies
    • 2.6k views
    • 
    • Mike Preston
    • January 24, 2002

33. Rollovers between spouses

    By austin3515, September 10, 2003
    • 11 replies
    • 2.6k views
    • 
    • WDIK
    • September 10, 2003

34. Revised ADP refunds because of bad compensation

    By pholosofizer, March 23, 2018
    • 9 replies
    • 2.6k views
    • 
    • BG5150
    • March 27, 2018

35. Participant Fee Disclosure

    By 401(k)athryn, June 8, 2018
    • 10 replies
    • 2.6k views
    • 
    • 401(k)athryn
    • June 12, 2018

36. Uni-K as S Corp Owner?

    By Scott, May 14, 2003
    • 11 replies
    • 2.6k views
    • 
    • mbozek
    • May 16, 2003

37. Topheavy minimum contribution

    By Guest TCAT, October 15, 1998
    • 1 reply
    • 2.6k views
    • 
    • LCARUSI
    • October 16, 1998

38. 401k and 403b contribution limits

    By steve-o, February 24, 2006
    • 7 replies
    • 2.6k views
    • 
    • steve-o
    • February 28, 2006

39. Definition of Compensation

    By austin3515, March 29, 2013
    • 9 replies
    • 2.6k views
    • 
    • austin3515
    • April 2, 2013

40. 9/30 Plan Year End and Catch Up

    By Mr Bagwell, December 4, 2017   

    • catch up
    • off calendar year
    • 7 replies
    • 2.6k views
    • 
    • Mr Bagwell
    • December 8, 2017

41. Top Heavy 401(k)

    By pmacduff, May 22, 2008
    • 7 replies
    • 2.6k views
    • 
    • pmacduff
    • June 4, 2008

42. Funding of a SH Match True Up

    By justatester, December 29, 2020
    • 9 replies
    • 2.6k views
    • 
    • pmacduff
    • December 29, 2020

43. 2-year eligibility

    By FJR, September 17, 2002
    • 4 replies
    • 2.6k views
    • 
    • Tom Poje
    • September 18, 2002

44. HCE limited in deferrals, looking for alternatives

    By Lori H, February 3, 2005
    • 16 replies
    • 2.6k views
    • 
    • WDIK
    • February 4, 2005

45. Def of HCE and elections

    By Guest Pension Girl, March 12, 2010
    • 9 replies
    • 2.6k views
    • 
    • cpc0506
    • March 20, 2010

46. 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

47. Deceased Participant no beneficiary

    By MBCarey, March 17, 2009
    • 4 replies
    • 2.6k views
    • 
    • J Simmons
    • March 17, 2009

48. 401 k Form 5500 for common-ownership companies

    By Guest zenrodeo, July 21, 2005
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • July 21, 2005

49. compensation cap

    By masteff, June 2, 2008
    • 8 replies
    • 2.6k views
    • 
    • BG5150
    • June 3, 2008

50. Wording of Merger effective date

    By austin3515, August 10
    • 25 replies
    • 2.6k views
    • 
    • MoJo
    • August 12