401(k) Plans

19,319 topics in this forum

1. Class Action Proceeds, Terminated Plan

   By Guest BWNWE, September 29, 2010
   • 5 replies
   • 2.5k views
   • 
   • Guest
   • October 1, 2010

2. Age 50-plus catch-up contribution question

   By Guest Kola, November 6, 2003
   • 4 replies
   • 2.5k views
   • 
   • Mike Preston
   • November 9, 2003

3. Catch-up contributions included in ADP/ACP tests?

   By Guest jkrad, February 7, 2003
   • 4 replies
   • 2.5k views
   • 
   • QDROphile
   • February 10, 2003

4. QNEC in testing

   By tpyle, May 22, 2019
   • 2 replies
   • 2.5k views
   • 
   • justanotheradmin
   • May 22, 2019

5. Encourage Retirees to take a Lump Sum Distribution

   By Ananda, October 7, 2021
   • 24 replies
   • 2.5k views
   • 
   • Luke Bailey
   • October 28, 2021

6. retroactive amendment

   By K2retire, February 21, 2008
   • 11 replies
   • 2.5k views
   • 
   • K2retire
   • February 26, 2008

7. Safe harbor contribution for non-equity partner

   By Guest Hnicolas, March 28, 2014
   • 4 replies
   • 2.5k views
   • 
   • Guest
   • March 28, 2014

8. Asset acquisition

   By fiona1, July 21, 2008
   • 5 replies
   • 2.5k views
   • 
   • fiona1
   • July 24, 2008

9. SH starts mid year, what comp?

   By BG5150, September 10, 2019
   • 11 replies
   • 2.5k views
   • 
   • BG5150
   • September 12, 2019

10. Form for an Indemnification Agreement

    By Guest sodbuster, March 7, 2001
    • 2 replies
    • 2.5k views
    • 
    • MoJo
    • March 13, 2001

11. CARES Act Qualified Individual

    By Lolo, April 14, 2020
    • 16 replies
    • 2.5k views
    • 
    • spiritrider
    • June 6, 2020

12. In-Service Withdrawal after attainment of NRA

    By Pixie, December 4, 2007
    • 5 replies
    • 2.5k views
    • 
    • Kimberly S
    • December 10, 2007

13. Commisioned employee with not enough pay to coever loan payments.

    By Guest Una M, January 2, 2001
    • 12 replies
    • 2.5k views
    • 
    • AndyH
    • January 19, 2001

14. 401(k) - Loan Default

    By waid10, October 20, 2009
    • 4 replies
    • 2.5k views
    • 
    • masteff
    • October 21, 2009

15. Deemed Loans

    By 401Karina, November 30, 2023
    • 13 replies
    • 2.5k views
    • 
    • Bird
    • December 4, 2023

16. Insufficient Funds for Deferral Amount

    By Guest blackacre, June 26, 2003
    • 5 replies
    • 2.5k views
    • 
    • E as in ERISA
    • June 26, 2003

17. ADP & ACP testing is only performed on "eligible" HCEs

    By Moe Howard, November 2, 2001
    • 9 replies
    • 2.5k views
    • 
    • MWeddell
    • November 9, 2001

18. 401(a)(17) limit

    By fiona1, August 26, 2011
    • 5 replies
    • 2.5k views
    • 
    • BG5150
    • August 29, 2011

19. ADP, Catch-Up and Refund

    By imchipbrown, February 27, 2009
    • 14 replies
    • 2.5k views
    • 
    • imchipbrown
    • March 3, 2009

20. Solo 401 and Simple - Controlled Group Questions

    By Guest xi9001, April 28, 2010
    • 7 replies
    • 2.5k views
    • 
    • austin3515
    • April 30, 2010

21. Failure to Adopt Automatic Rollover Good Faith Amendment by Deadline

    By Guest CMSP, October 11, 2005
    • 9 replies
    • 2.5k views
    • 
    • Locust
    • March 24, 2006

22. Imputed income and IRC 3401 definition of comp

    By Guest Serena, August 30, 2010
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • August 30, 2010

23. Benefit Statements – DOL website

    By blue, December 13, 2006
    • 3 replies
    • 2.5k views
    • 
    • Belgarath
    • December 14, 2006

24. alternatives to Relius Administration

    By Guest Thomas@GDS, August 10, 2006
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • August 10, 2006

25. Amending profit-sharing component

    By Guest JPIngold, October 8, 2014
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • October 9, 2014

26. Relius Users

    By austin3515, February 21, 2006
    • 5 replies
    • 2.5k views
    • 
    • austin3515
    • February 23, 2006

27. Participant Fee Disclosures

    By austin3515, August 16, 2011
    • 10 replies
    • 2.5k views
    • 
    • austin3515
    • August 18, 2011

28. question about entry date and payroll

    By Lori H, October 16, 2014
    • 7 replies
    • 2.5k views
    • 
    • QDROphile
    • October 16, 2014

29. Safe Harbor 401(k) plan deduction

    By John Feldt ERPA CPC QPA, January 13, 2010
    • 11 replies
    • 2.5k views
    • 
    • Kevin C
    • January 18, 2010

30. principal residence loan term

    By Guest terid, August 16, 2002
    • 6 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • August 18, 2002

31. TOP HEAVY PLAN IN-SERVICE DISTRIBUTION

    By Guest ROB VIDOVICH, April 9, 2003
    • 5 replies
    • 2.5k views
    • 
    • Brian Gallagher
    • April 10, 2003

32. Can a 401(k) plan accept a rollover from the federal government's Thr

    By Guest wallacea, September 28, 2000
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • October 3, 2000

33. Coverage Testing on Match Contributions

    By Guest Toni Jo, June 10, 2003
    • 5 replies
    • 2.5k views
    • 
    • MWeddell
    • June 13, 2003

34. Safe Harbor Design

    By mming, August 20, 2001
    • 8 replies
    • 2.5k views
    • 
    • Tom Poje
    • August 23, 2001

35. Discretionary Matching Contribution Notice??

    By JG-12, October 27, 2022
    • 5 replies
    • 2.5k views
    • 
    • Peter Gulia
    • October 28, 2022

36. Prototype with Non-Prototype Amendments?

    By Guest Michelle W, December 15, 2006
    • 5 replies
    • 2.5k views
    • 
    • Kevin C
    • December 27, 2006

37. Incorrect Distribution - Participant Still Employed

    By Guest UKH, May 7, 2002
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • May 8, 2002

38. Residual Received After Plan Termination

    By metsfan026, September 25, 2025
    • 5 replies
    • 2.5k views
    • 
    • david rigby
    • September 27, 2025

39. EPCRS Correction / Loan Default

    By austin3515, March 21, 2017
    • 15 replies
    • 2.5k views
    • 
    • Tom Poje
    • March 23, 2017

40. 414(s) Testing - ADP/ACP test purposes

    By Guest jae3207, November 11, 2005
    • 1 reply
    • 2.5k views
    • 
    • Tom Poje
    • November 11, 2005

41. 30 day notice for adding fund

    By khn, September 30, 2014
    • 3 replies
    • 2.5k views
    • 
    • QDROphile
    • September 30, 2014

42. Employer contributions for student loan payment

    By Eve Sav, July 6, 2018   

    • student loan debt
    • employer contributions tied to student loan payments
    • 14 replies
    • 2.5k views
    • 
    • Larry Starr
    • July 26, 2018

43. Compensation in LLC under Plan

    By Guest alifarr, March 11, 2010
    • 5 replies
    • 2.5k views
    • 
    • austin3515
    • March 12, 2010

44. Who should sign the Form 5500? Trustee changed after year-end.

    By 401king, July 9, 2018
    • 6 replies
    • 2.5k views
    • 
    • Madison71
    • July 9, 2018

45. HELP! - 401(k) Coverage Test

    By Doghouse, September 6, 2009
    • 3 replies
    • 2.5k views
    • 
    • Doghouse
    • September 8, 2009

46. Spin-off from Multiple Employer Plan

    By QNPG, August 29, 2012
    • 1 reply
    • 2.5k views
    • 
    • 12AX7
    • September 2, 2012

47. Prior Year Testing / Permissive Disaggregation

    By fiona1, February 13, 2004
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • February 25, 2004

48. Permissive aggregation for coverage

    By fiona1, June 7, 2010
    • 1 reply
    • 2.5k views
    • 
    • Mike Preston
    • June 8, 2010

49. 401k Exchange BBB Revoked

    By Guest 401K Adviser, December 16, 2011
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • December 20, 2011

50. URGENT! New Safe Harbor Plan Establishment Deadline

    By Guest bariww, September 30, 2008
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • September 30, 2008