401(k) Plans

19,275 topics in this forum

1. Top Heavy/Safe Harbor match/Profit Sharing

   By Guest Diane DuFresne, March 7, 2012
   • 4 replies
   • 2.5k views
   • 
   • ETA Consulting LLC
   • March 7, 2012

2. Excluded Divisions, ACP Testing, and Coverage Testing

   By buckaroo, December 6, 2013
   • 5 replies
   • 2.5k views
   • 
   • Tom Poje
   • December 9, 2013

3. Successor Plan Issue

   By SMB, February 4, 2011
   • 2 replies
   • 2.5k views
   • 
   • Kevin C
   • February 7, 2011

4. Removing Safe Harbor Provisions

   By justatester, August 8, 2011
   • 3 replies
   • 2.5k views
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   • Tom Poje
   • August 9, 2011

5. Worker Adjustment & Retraining Notification Act (WARN)...

   By jaemmons, June 22, 2005
   • 2 replies
   • 2.5k views
   • 
   • dcoderre
   • October 30, 2010

6. Minimum Age Requirement

   By Guest hitt24, September 21, 2000
   • 5 replies
   • 2.5k views
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   • Jon Chambers
   • October 3, 2000

7. Adding Safe Harbor Non-Elective and Deferrals to Profit Sharing Plan Mid-Year

   By Phlyers, June 27, 2017
   • 5 replies
   • 2.5k views
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   • Kevin C
   • June 28, 2017

8. Non elective contribution

   By Gary, July 17, 2008
   • 4 replies
   • 2.5k views
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   • Gary
   • July 18, 2008

9. ineligible contributions

   By Guest lidmann, December 17, 1998
   • 1 reply
   • 2.5k views
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   • Guest
   • December 17, 1998

10. New 401k for employees coming off Administaff

    By Guest Mark Porter, August 4, 1999
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • August 5, 1999

11. QMACs in ADP test

    By Guest jae3207, February 7, 2006
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • February 10, 2006

12. I am currently analyzing the feasibility of changing our 401(k) vendo

    By Guest Nicolas Correa, April 24, 2001
    • 6 replies
    • 2.5k views
    • 
    • Jon Chambers
    • April 30, 2001

13. Is a 1% owner of an S-Corp considered an HCE for ADP testing

    By Guest jhilliard, September 14, 2004
    • 10 replies
    • 2.5k views
    • 
    • E as in ERISA
    • September 17, 2004

14. K-1 Income

    By Guest shm3803, October 28, 2010
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • November 4, 2010

15. Schedule C Calc - Self Employed

    By austin3515, March 25, 2015
    • 14 replies
    • 2.5k views
    • 
    • austin3515
    • March 25, 2015

16. Late Remittances - Mistake of Fact Exception?

    By Guest Chaffee, October 2, 2003
    • 10 replies
    • 2.5k views
    • 
    • Brian Gallagher
    • October 3, 2003

17. Failed ADP test

    By Guest velll, July 6, 2004
    • 8 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 14, 2004

18. ADP failure to 415 failure

    By Sully, December 29, 2006
    • 4 replies
    • 2.5k views
    • 
    • Bird
    • December 30, 2006

19. Can a non-trusteed plan be placed on a prototype adoption agreement?

    By Guest Powers, April 12, 2001
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • April 20, 2001

20. top heavy testing on a first year plan

    By Guest Susan M., May 3, 2013
    • 2 replies
    • 2.5k views
    • 
    • Tom Poje
    • May 6, 2013

21. 411(d)(6) cutback to amend plan that allowed immediate distributions o

    By EGB, March 28, 2000
    • 4 replies
    • 2.5k views
    • 
    • david rigby
    • March 28, 2002

22. Paychex 401(k) Plan

    By Guest ChopperPilot, July 28, 2004
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 28, 2004

23. Minimum Acct Balances

    By austin3515, November 3, 2014
    • 23 replies
    • 2.5k views
    • 
    • austin3515
    • November 6, 2014

24. 401k's and layoffs

    By Guest Guilbert, January 22, 2007
    • 7 replies
    • 2.5k views
    • 
    • four01kman
    • January 25, 2007

25. Once 401(k) deferrals are in plan's trust account, when does employer

    By Guest deagea, October 20, 2000
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • November 15, 2000

26. Auto enrollment immediate eligibility

    By Guest IRISH79, March 15, 2007
    • 2 replies
    • 2.5k views
    • 
    • JanetM
    • March 15, 2007

27. Canadian citizens living and working in Canada, paid in Canadian curre

    By John A, February 27, 2003
    • 7 replies
    • 2.5k views
    • 
    • John A
    • March 4, 2003

28. Deduction for contributions (Sec. 404)

    By Guest Melissa Winslow, February 16, 2000
    • 2 replies
    • 2.5k views
    • 
    • AndyH
    • February 18, 2000

29. Late Deferral Form 5330 Filing

    By Below Ground, March 20, 2008
    • 5 replies
    • 2.5k views
    • 
    • 401 Chaos
    • June 9, 2009

30. Excluding classes of employees

    By Guest Clain, May 25, 2007
    • 6 replies
    • 2.5k views
    • 
    • 401_4_ever
    • May 25, 2007

31. May a young child participate in a safe-harbor 401(k) retirement plan?

    By Peter Gulia, January 4, 2018
    • 8 replies
    • 2.5k views
    • 
    • Larry Starr
    • January 8, 2018

32. ADP failure refunds

    By pmacduff, February 18, 2004
    • 4 replies
    • 2.5k views
    • 
    • pmacduff
    • February 19, 2004

33. Employer fails for 4 yrs to make safe harbor contr.

    By Guest Rockybuddy, June 29, 2011
    • 15 replies
    • 2.5k views
    • 
    • J Simmons
    • July 1, 2011

34. Reinstated forfeitures after rehire

    By Richard Anderson, September 4, 1999
    • 1 reply
    • 2.5k views
    • 
    • LCARUSI
    • September 8, 1999

35. Husband & Wife Solo PS Allocation

    By Basically, August 26
    • 7 replies
    • 2.5k views
    • 
    • Jakyasar
    • August 26

36. Loan Defaults on 5500

    By Guest EdwardF, September 9, 1999
    • 5 replies
    • 2.5k views
    • 
    • lkpittman
    • September 30, 1999

37. SSA notified employer many employees were using invalid social security numbers; employees terminated. What is to be done with their 401(k) funds?

    By Guest jusducki, December 1, 2003
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • December 1, 2003

38. Safe Harbor 401(k) Doc issue

    By goldtpa, August 10, 2006
    • 8 replies
    • 2.5k views
    • 
    • Tom Poje
    • August 15, 2006

39. MRD's--spousal consent and hangers on

    By Brian Gallagher, October 27, 2003
    • 3 replies
    • 2.5k views
    • 
    • KJohnson
    • October 27, 2003

40. Compensation

    By Mr Bagwell, October 2, 2017   

    • compensation
    • 125
    • (and 1 more)

      Tagged with:

      • compensation
      • 125
      • health insurance
    • 7 replies
    • 2.5k views
    • 
    • Mr Bagwell
    • October 3, 2017

41. Client did not remit deferrals

    By Guest ellah, October 22, 2007
    • 17 replies
    • 2.5k views
    • 
    • Tom Poje
    • October 25, 2007

42. 401(k) forfeitures

    By Guest ANBFREE, June 13, 2003
    • 5 replies
    • 2.5k views
    • 
    • E as in ERISA
    • June 18, 2003

43. Employer discretion in hardship dist?

    By Guest mm9999, December 16, 2005
    • 5 replies
    • 2.5k views
    • 
    • E as in ERISA
    • January 4, 2006

44. CARES Act Loan Provisions - Ambiguities

    By Luke Bailey, April 14, 2020
    • 19 replies
    • 2.5k views
    • 
    • Luke Bailey
    • April 16, 2020

45. Deferral procedures

    By Belgarath, June 15, 2015
    • 13 replies
    • 2.5k views
    • 
    • Belgarath
    • June 17, 2015

46. Section 3401(a) Compensation of S Corporation Shareholder/Employee

    By Oh so SIMPLE, July 28, 2010
    • 3 replies
    • 2.5k views
    • 
    • Oh so SIMPLE
    • July 31, 2010

47. Net Earned Income Calcl. with 2 employer sources

    By Guest bernie lomax, February 18, 2004
    • 14 replies
    • 2.5k views
    • 
    • Gary Lesser
    • March 9, 2007

48. coordination of SEP and 401k plan

    By Gary, June 1, 2011
    • 5 replies
    • 2.5k views
    • 
    • austin3515
    • June 1, 2011

49. Control Group Determination

    By pixmax, October 20, 2010
    • 14 replies
    • 2.5k views
    • 
    • austin3515
    • October 21, 2010

50. RMDs for off calendar plan years

    By ratherbereading, October 24, 2022
    • 3 replies
    • 2.5k views
    • 
    • Lou S.
    • October 24, 2022