401(k) Plans

19,275 topics in this forum

1. Participate in more than one 401(k) plan?

   By Guest klc, July 23, 1999
   • 4 replies
   • 2.4k views
   • 
   • MWeddell
   • July 27, 1999

2. ACP test for some Safe Harbor Plans

   By Guest ERIC STRAND, February 25, 2004
   • 1 reply
   • 2.4k views
   • 
   • Tom Poje
   • February 25, 2004

3. LLC, Retained Earnings and 401K plans

   By jsmith1985, September 17, 2016
   • 7 replies
   • 2.4k views
   • 
   • jsmith1985
   • September 24, 2016

4. In-service withdrawal for short-term disability

   By cwallace, March 31, 2021
   • 3 replies
   • 2.4k views
   • 
   • CuseFan
   • March 31, 2021

5. Can one recalculate after a ADP failure and then use shifting to help the ACP test?

   By Guest JulietH, March 24, 2004
   • 4 replies
   • 2.4k views
   • 
   • Guest
   • March 25, 2004

6. QACA's and Permissible Withdraw

   By Guest frosty, July 18, 2011
   • 5 replies
   • 2.4k views
   • 
   • DMcGovern
   • November 7, 2011

7. A question about excluding participants from ACP Test.

   By Guest, February 9, 2001
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • February 12, 2001

8. Party in Interest

   By Randy Watson, July 22, 2005
   • 12 replies
   • 2.4k views
   • 
   • QDROphile
   • August 2, 2005

9. Employer Contributions

   By MARYMM, June 21, 2006
   • 9 replies
   • 2.4k views
   • 
   • austin3515
   • June 22, 2006

10. Safe Harbor match & top heavy

    By Santo Gold, March 2, 2006
    • 3 replies
    • 2.4k views
    • 
    • Leopurrd
    • March 2, 2006

11. Minimum Coverage Testing

    By Coleboy1, September 24
    • 7 replies
    • 2.4k views
    • 
    • Bruce1
    • September 30

12. 401(k) with QJ&SA normal form

    By Guest braindead, June 5, 2009
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • June 7, 2009

13. Can partners reverse deferrals after year end?

    By Spencer, June 14, 2010
    • 10 replies
    • 2.4k views
    • 
    • Spencer
    • June 23, 2010

14. question about entry date and payroll

    By Lori H, October 16, 2014
    • 7 replies
    • 2.4k views
    • 
    • QDROphile
    • October 16, 2014

15. Can a plan require participants to work 1000 hours in six months?

    By Dan, January 13, 2005
    • 2 replies
    • 2.4k views
    • 
    • Tom Poje
    • January 13, 2005

16. 27 Reasons to use current year testing

    By Guest Tbrown, May 12, 2004
    • 12 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • December 11, 2006

17. Hardship Withdraw

    By Guest agsmith, November 25, 2002
    • 15 replies
    • 2.4k views
    • 
    • austin3515
    • November 25, 2002

18. Triple Stack Match

    By Catch22PGM, February 8, 2021
    • 11 replies
    • 2.4k views
    • 
    • Catch22PGM
    • February 10, 2021

19. Am I over analyzing?

    By wsp, May 16, 2006
    • 7 replies
    • 2.4k views
    • 
    • wsp
    • May 18, 2006

20. Search Firms-Missing Participants

    By Guest MEWilson, October 31, 2005
    • 9 replies
    • 2.4k views
    • 
    • RCK
    • November 2, 2005

21. Prefunded 401k deferrals (over contributed)

    By jkharvey, May 30, 2018
    • 7 replies
    • 2.4k views
    • 
    • shERPA
    • May 30, 2018

22. Profit Sharing receivable in determining top heavy status.

    By R. Butler, March 15, 2001
    • 4 replies
    • 2.4k views
    • 
    • R. Butler
    • March 16, 2001

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

    By Guest wallacea, September 28, 2000
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • October 3, 2000

24. Auditors please help -audit of previously unaudited plan

    By Guest LisaPA, October 3, 2001
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 5, 2001

25. Mandatory Arbitration In Pension Plans

    By Randy Watson, March 16, 2005
    • 3 replies
    • 2.4k views
    • 
    • KJohnson
    • March 16, 2005

26. Deadline for amending plan document to switch current / prior year ADP

    By MWeddell, April 15, 2002
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • October 20, 2004

27. Individual 401(k) with Household Employee

    By Tina77, December 12, 2019
    • 2 replies
    • 2.4k views
    • 
    • Larry Starr
    • December 14, 2019

28. Which year gets the deferrals when a payroll period is split between y

    By John A, March 31, 2000
    • 4 replies
    • 2.4k views
    • 
    • Earl
    • April 9, 2000

29. Corrective ADP distributions

    By Guest Joyce Perez, February 17, 2009
    • 9 replies
    • 2.4k views
    • 
    • Earl
    • March 1, 2009

30. Safe Harbor Non Elective Contribution

    By Alex Daisy, December 16, 2008
    • 4 replies
    • 2.4k views
    • 
    • Tom Poje
    • December 17, 2008

31. Poor Communication by Previous Employer Causes Great Losses to Persona

    By Guest Dan E., September 27, 2000
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • September 28, 2000

32. Catch Up Contributions & Avg Benefit % Test

    By flosfur, December 24, 2008
    • 5 replies
    • 2.4k views
    • 
    • MWeddell
    • January 22, 2009

33. Force-Out of Small Balances

    By Catch22PGM, March 30, 2022   

    • distribution
    • force-out distribution
    • (and 1 more)

      Tagged with:

      • distribution
      • force-out distribution
      • forfeiture
    • 11 replies
    • 2.4k views
    • 
    • BG5150
    • April 19, 2022

34. Loans options in M&A

    By udbelv1115, March 21, 2018
    • 11 replies
    • 2.4k views
    • 
    • Luke Bailey
    • March 22, 2018

35. 414(s) compensation & short term disability

    By MoShawn, April 3, 2009
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • April 20, 2009

36. Illegal withdraw of 401k funds

    By Guest loconnell, July 28, 2003
    • 6 replies
    • 2.4k views
    • 
    • Harwood
    • July 30, 2003

37. Puerto Rico Participants

    By Guest Lucie, February 12, 2000
    • 2 replies
    • 2.4k views
    • 
    • MWeddell
    • August 31, 2004

38. Stopping Deferrals

    By Guest Dook, August 26, 2002
    • 2 replies
    • 2.4k views
    • 
    • Mike Preston
    • August 26, 2002

39. Safe Harbor Non Elective

    By Lori H, August 8, 2008
    • 7 replies
    • 2.4k views
    • 
    • BG5150
    • August 11, 2008

40. 404a5 Fee Disclosures

    By CLE401kGuy, April 11, 2014
    • 5 replies
    • 2.4k views
    • 
    • Peter Gulia
    • April 14, 2014

41. Company purchased. One or two discrimination tests?

    By KateSmithPA, August 15, 2001
    • 11 replies
    • 2.4k views
    • 
    • Guest
    • August 16, 2001

42. Pre PPA Auto Enroll vs ACA vs EACA vs QACA - HELP!!!

    By HarleyBabe, October 8, 2014
    • 2 replies
    • 2.4k views
    • 
    • HarleyBabe
    • October 10, 2014

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

    By Moe Howard, November 2, 2001
    • 9 replies
    • 2.4k views
    • 
    • MWeddell
    • November 9, 2001

44. Safe Harbor Notice Requirements

    By metsfan026, November 15, 2021
    • 13 replies
    • 2.4k views
    • 
    • Belgarath
    • November 19, 2021

45. Compensation-K1

    By Safeharbor29, May 15, 2015   

    • k-1
    • compensation
    • (and 1 more)

      Tagged with:

      • k-1
      • compensation
      • simplified 415
    • 1 reply
    • 2.4k views
    • 
    • ETA Consulting LLC
    • May 15, 2015

46. Nondiscriminatory compensation question

    By Guest dietpepsi, August 12, 2005
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • August 17, 2005

47. Encourage Retirees to take a Lump Sum Distribution

    By Ananda, October 7, 2021
    • 24 replies
    • 2.4k views
    • 
    • Luke Bailey
    • October 28, 2021

48. Commingling qualified plan and 403(b) plan assets

    By Guest StephanieB, June 7, 2010
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • June 7, 2010

49. Plan Sponsor/Trustee responsible for losses or forfeiture investments?

    By John A, June 8, 2000
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • June 9, 2000

50. 5500 filed without audit report

    By k man, October 18, 2001
    • 3 replies
    • 2.4k views
    • 
    • KJohnson
    • October 19, 2001