401(k) Plans

19,319 topics in this forum

1. Plan Participant getting divorced

   By Guest Sara H, August 11, 1999
   • 10 replies
   • 2.5k views
   • 
   • Guest
   • November 12, 2000

2. 401(k) Match with Private Company Stock - Valuation required?

   By Guest MarieLittle, May 27, 1999
   • 0 replies
   • 2.5k views
   • 
   • Guest
   • May 27, 1999

3. Safe Harbor and the Top Heavy free pass

   By Guest EPS2, January 24, 2009
   • 11 replies
   • 2.5k views
   • 
   • Kevin C
   • January 27, 2009

4. rollover contributions by former employees

   By Guest Marshall Franklin, April 27, 2001
   • 2 replies
   • 2.5k views
   • 
   • MWeddell
   • May 1, 2001

5. 401(k) Nondiscrimination Testing ADP Failure

   By 401(k)Ben, March 15, 2019
   • 8 replies
   • 2.5k views
   • 
   • Kevin C
   • March 18, 2019

6. Minimum Age Requirement

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

7. Huge unallocated forfeitures on takeover plan

   By Brenda Wren, July 2, 2004
   • 6 replies
   • 2.5k views
   • 
   • Brenda Wren
   • October 5, 2004

8. deminimis ADP correction???

   By DMcGovern, February 19, 2013
   • 8 replies
   • 2.5k views
   • 
   • DMcGovern
   • February 20, 2013

9. must be a full moon tonight

   By wsp, November 7, 2002
   • 13 replies
   • 2.5k views
   • 
   • Guest
   • November 12, 2002

10. Testamentary trust and named beneficiary

    By Guest Iwonder, December 19, 2005
    • 3 replies
    • 2.5k views
    • 
    • Appleby
    • December 21, 2005

11. EACA with Automatic Escalator

    By ErisaGooroo, July 5, 2018   

    • covered employee
    • eaca
    • (and 1 more)

      Tagged with:

      • covered employee
      • eaca
      • uniformity
    • 7 replies
    • 2.5k views
    • 
    • pmacduff
    • April 23, 2019

12. coordination of SEP and 401k plan

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

13. Content Requirement for Safe Harbor Notice

    By John Feldt ERPA CPC QPA, May 2, 2012
    • 2 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 3, 2012

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

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

15. Safe Harbor Notice

    By k man, November 18, 2005
    • 10 replies
    • 2.5k views
    • 
    • R. Butler
    • November 29, 2005

16. Unusual 401k Loan Issue

    By Guest dskmh, August 26, 2003
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • August 27, 2003

17. 401k

    By Guest Stras, June 7, 2001
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • July 2, 2001

18. reporting excess annual additions

    By Guest agordon, January 30, 2004
    • 2 replies
    • 2.5k views
    • 
    • Harwood
    • January 30, 2004

19. Removing Safe Harbor Provisions

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

20. Changing Jobs: solo 401k contribution limit

    By dr.j, June 18, 2015
    • 17 replies
    • 2.5k views
    • 
    • Bird
    • June 24, 2015

21. SH401k w bifurcated elig

    By cheersmate, July 7, 2015   

    • Safe Harbor
    • Gateway
    • (and 2 more)

      Tagged with:

      • Safe Harbor
      • Gateway
      • Top Heavy
      • bifurcated eligibility
    • 5 replies
    • 2.5k views
    • 
    • SoCalActuary
    • July 22, 2015

22. Who gets top heavy minimum

    By Guest lforesz, February 7, 2003
    • 1 reply
    • 2.5k views
    • 
    • austin3515
    • February 8, 2003

23. Benchmarking - Waiting Period for 401(k) Plans

    By Guest AnnB, October 30, 1998
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • November 5, 1998

24. ineligible contributions

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

25. Minimum Acct Balances

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

26. Safe Harbor and laid-off employee

    By Guest etalia, July 29, 2013
    • 7 replies
    • 2.5k views
    • 
    • masteff
    • July 30, 2013

27. 401(k) Committee Charter

    By Guest Darryl, July 16, 2001
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • July 16, 2001

28. Minimum Coverage Testing

    By Coleboy1, September 24, 2025
    • 7 replies
    • 2.5k views
    • 
    • Bruce1
    • September 30, 2025

29. 401k's and layoffs

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

30. 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

31. Late Remittances - Mistake of Fact Exception?

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

32. Loan Defaults on 5500

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

33. -11(g) to Integrate at 50% of Wage Base

    By austin3515, February 22, 2018
    • 35 replies
    • 2.5k views
    • 
    • shERPA
    • February 28, 2018

34. 401(k) forfeitures

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

35. Schedule C Calc - Self Employed

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

36. Late Deferral Form 5330 Filing

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

37. K-1 Income

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

38. 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

39. New 401k for employees coming off Administaff

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

40. Successor Plan Issue

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

41. Reinstated forfeitures after rehire

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

42. Non elective contribution

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

43. HCE determination

    By Guest ppapdx, August 7, 2013   

    • Top paid 20%
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • August 7, 2013

44. Failed ADP test

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

45. Participant with loan is filing Bankruptcy

    By Guest mmc, November 8, 2004
    • 7 replies
    • 2.5k views
    • 
    • R. Butler
    • May 4, 2005

46. Employer Matching in December, Withdrawls, Loans

    By Guest archimedes_pie, April 3, 2006
    • 15 replies
    • 2.5k views
    • 
    • MR
    • April 28, 2006

47. removal of partila withdrawels and substantially equal installments

    By Jim Chad, July 28, 2011
    • 2 replies
    • 2.5k views
    • 
    • Jim Chad
    • July 29, 2011

48. ADP failure to 415 failure

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

49. 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

50. Paychex 401(k) Plan

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