401(k) Plans

19,275 topics in this forum

1. ADP - No NHCE's - Prior Year Method

   By fiona1, January 14, 2005
   • 3 replies
   • 2.6k views
   • 
   • pmacduff
   • February 16, 2005

2. True-Up Match for Prior year and Safe Harbor

   By PMC, May 8, 2008
   • 1 reply
   • 2.6k views
   • 
   • QDROphile
   • May 8, 2008

3. HCE Limitations

   By Jilliandiz, October 21, 2004
   • 10 replies
   • 2.6k views
   • 
   • jquazza
   • October 23, 2004

4. Offering plan to corporation under common control

   By Guest Buzzman, July 11, 2008
   • 13 replies
   • 2.6k views
   • 
   • Guest
   • July 16, 2008

5. Picking and Choosing Among NHCEs If All HCEs are Excluded

   By Guest jhall, May 14, 2008
   • 4 replies
   • 2.6k views
   • 
   • Guest
   • May 16, 2008

6. Keogh Plan excess contributions

   By Guest ticket, January 29, 1999
   • 0 replies
   • 2.6k views
   • 
   • Guest
   • January 29, 1999

7. Rollover From Simple IRA

   By Guest esi-jht, August 15, 2006
   • 3 replies
   • 2.6k views
   • 
   • Belgarath
   • August 15, 2006

8. Highly compensated employee definition

   By Guest phy401k, November 15, 2006
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • November 15, 2006

9. How to report hardship distributions on Form 1099-R after 12/31/99?

   By Guest ralar, October 27, 1999
   • 2 replies
   • 2.6k views
   • 
   • bzorc
   • November 1, 1999

10. QACA Safe Harbor Match

    By Effen, May 13, 2011
    • 2 replies
    • 2.6k views
    • 
    • Effen
    • May 14, 2011

11. Match Calculation - Who is responsible?

    By katie58, September 6, 2018
    • 16 replies
    • 2.6k views
    • 
    • ARPC
    • September 11, 2018

12. Benefits Rights Features

    By Nancy D, June 7, 2011
    • 10 replies
    • 2.6k views
    • 
    • Nancy D
    • June 10, 2011

13. Amending Terminating 401(k) for SBJPA

    By Guest jhtobin, November 8, 1999
    • 2 replies
    • 2.6k views
    • 
    • MWeddell
    • November 9, 1999

14. After-Tax Contributions

    By Guest SSSP, December 1, 2014
    • 12 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • December 11, 2014

15. Safe Harbor to prior year term?

    By jmartin, March 1, 2018
    • 15 replies
    • 2.6k views
    • 
    • Tom Poje
    • March 9, 2018

16. Plan Sponsor No Longer Member of Controlled Group

    By Guest PLHart, November 29, 1999
    • 2 replies
    • 2.6k views
    • 
    • IRC401
    • December 1, 1999

17. when is a deferral remittance actually considered "late"

    By M Norton, February 23, 2020
    • 11 replies
    • 2.6k views
    • 
    • Linda Wilkins
    • February 26, 2020

18. Can match formula be independent of amount of deferral?

    By John A, March 30, 2001
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • April 1, 2001

19. Coverage Testing

    By Guest Mike Schwing, January 3, 2008
    • 6 replies
    • 2.6k views
    • 
    • zimbo
    • January 7, 2008

20. Coverage and Nondiscrimination Testing

    By ERISA25, October 9, 2013
    • 9 replies
    • 2.6k views
    • 
    • ETA Consulting LLC
    • October 12, 2013

21. Safe Harbor and Otherwise Excludable

    By PMC, December 6, 2010
    • 6 replies
    • 2.6k views
    • 
    • DMcGovern
    • December 7, 2010

22. When is automatic enrollment not automatic enrollment?

    By CTipper, September 16, 2007
    • 14 replies
    • 2.6k views
    • 
    • MSN
    • October 3, 2007

23. Safe Harbor 401(k) and different eligibility requirements for hourly and salaried employees

    By Guest lawclerk, July 25, 2006
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • July 26, 2006

24. Loan refinance

    By SCSFAM03, September 24, 2018   

    • loan
    • refinance
    • 10 replies
    • 2.6k views
    • 
    • CJ Allen
    • September 27, 2018

25. Employer required 401K?

    By Guest aoshell, June 28, 2001
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • July 4, 2001

26. Who set up a plan with for a small company

    By Guest And another thing ..., May 1, 2002
    • 14 replies
    • 2.6k views
    • 
    • Guest
    • June 19, 2002

27. Multiple employer plan and Safe Harbor

    By PMC, June 29, 2006
    • 8 replies
    • 2.6k views
    • 
    • QDROphile
    • July 12, 2006

28. In-Service Distribution with an Outstanding Loan

    By metsfan026, June 14, 2024
    • 2 replies
    • 2.6k views
    • 
    • Paul I
    • June 14, 2024

29. k-1 Compensation and Deferrals

    By Guest Max Power, December 17, 2003
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • December 17, 2003

30. Off Calendar ADP Failure / 402g limit for rest of yea

    By Guest JPitcl, October 29, 2007
    • 4 replies
    • 2.6k views
    • 
    • dmwe
    • November 21, 2007

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

    By Guest JimJ, October 17, 2000
    • 5 replies
    • 2.6k views
    • 
    • Jon Chambers
    • October 18, 2000

32. Bermuda plan administered in US?

    By Guest jhilliard, October 24, 2003
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • November 5, 2003

33. Is a single participant plan an ERISA plan?

    By Guest HDM, March 7, 2006
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • March 8, 2006

34. Impermissible Distribution

    By oldman, March 14, 2011
    • 4 replies
    • 2.6k views
    • 
    • K2retire
    • March 15, 2011

35. Loan to S-Corp shareholder

    By Guest Larry J, December 7, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 8, 1998

36. Disability Payments as W2 Compensation

    By Guest SWH, January 22, 2009
    • 5 replies
    • 2.6k views
    • 
    • QDROphile
    • January 23, 2009

37. Safe Harbor Notice Requirement

    By Guest justbetmd, September 21, 2006
    • 2 replies
    • 2.6k views
    • 
    • Kevin C
    • September 22, 2006

38. Top Heavy; Safe Harbor excludes HCEs

    By Tom, August 17, 2018
    • 4 replies
    • 2.6k views
    • 
    • justanotheradmin
    • August 20, 2018

39. Excluding a NHCE from safe harbor

    By Tom, January 31, 2018
    • 3 replies
    • 2.6k views
    • 
    • ERISA1
    • February 6, 2018

40. Employer canceled the 401k

    By Guest Tboyle, November 14, 1998
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • November 20, 1998

41. ECPRS correction procedure - crossing tax years

    By Guest andrea16, March 17, 2006
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • March 17, 2006

42. Refund of contributions from ineligible participant

    By Guest ljansen, October 9, 2003
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • October 10, 2003

43. Loan Repayment Beyond 5 Year after Deemed Distribution

    By ERISA11, October 25, 2017   

    • loan default
    • deemed distribution
    • (and 2 more)

      Tagged with:

      • loan default
      • deemed distribution
      • maximum repayment period
      • repayment
    • 6 replies
    • 2.6k views
    • 
    • chc93
    • October 26, 2017

44. Plan Document Question

    By khn, March 3, 2021
    • 19 replies
    • 2.6k views
    • 
    • Elizabeth G
    • March 5, 2021

45. QNECs

    By Dawn Hafner, September 22, 1998
    • 10 replies
    • 2.6k views
    • 
    • Guest
    • May 17, 2000

46. Change amount of deferrals.

    By Guest Michael Spaid, April 27, 1999
    • 2 replies
    • 2.6k views
    • 
    • MWeddell
    • April 28, 1999

47. Is this a CODA?

    By Guest zora, September 26, 2006
    • 11 replies
    • 2.6k views
    • 
    • ak2ary
    • October 11, 2006

48. Safe Harbor Mid-Year Suspension and Top Heavy

    By ERISAAPPLE, May 24, 2018   

    • safe harbor
    • top heavy
    • 16 replies
    • 2.6k views
    • 
    • ERISAAPPLE
    • May 26, 2018

49. Top Heavy Issue Family Attribution

    By Guest ROB VIDOVICH, February 20, 2002
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • February 21, 2002

50. More rapid vesting under EGTRRA

    By Brenda Wren, October 1, 2002
    • 10 replies
    • 2.6k views
    • 
    • Brian Gallagher
    • October 7, 2002