401(k) Plans

19,275 topics in this forum

1. ACP refund processed and later determined too much was distributed

   By RPP2001, December 22, 2010
   • 7 replies
   • 2.2k views
   • 
   • BG5150
   • January 23, 2013

2. How To Handle RMD for Non-Owner who Terminated and was rehired part-time

   By Dawn Marlar, November 11, 2021
   • 7 replies
   • 2.5k views
   • 
   • Dawn Marlar
   • November 16, 2021

3. Automatic Distributions - finding old participants

   By Guest Karen Renee, March 3, 1999
   • 7 replies
   • 1.7k views
   • 
   • david rigby
   • June 23, 1999

4. Different vesting schedules for members of a controlled group?

   By jkharvey, August 30, 2010
   • 7 replies
   • 3.6k views
   • 
   • Archimage
   • August 31, 2010

5. Participant Notice For Self-Directed 401(k) Plans

   By mming, August 7, 2018
   • 7 replies
   • 1.5k views
   • 
   • Bird
   • August 8, 2018

6. Participant in prison , wife and father each have a power of attorney and want to withdraw full amount

   By Jim Chad, May 18, 2004
   • 7 replies
   • 7.3k views
   • 
   • TPApril
   • September 14, 2013

7. Forfeiture buy back rules

   By Brenda Wren, June 14, 2004
   • 7 replies
   • 2.2k views
   • 
   • Guest
   • June 16, 2004

8. Silver Boullions in a 401(k) Plan?

   By Guest notapensiongeek, April 21, 2006
   • 7 replies
   • 1.8k views
   • 
   • Guest
   • April 26, 2006

9. Benefit Election Forms

   By Below Ground, February 6, 2008
   • 7 replies
   • 1.5k views
   • 
   • Guest
   • February 7, 2008

10. 2008 ADP TEST

    By Guest Big Al, January 5, 2009
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • January 21, 2009

11. 401k Loan -No Payments Ever Made

    By goldtpa, October 25, 2006
    • 7 replies
    • 2.4k views
    • 
    • austin3515
    • November 4, 2006

12. moving money out of a plan

    By Santo Gold, June 30, 2009
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • July 1, 2009

13. Highly Compensated in NonProfit

    By coleboy, August 6, 2014
    • 7 replies
    • 3.3k views
    • 
    • BG5150
    • November 12, 2019

14. yet another otherwise excludable question

    By pmacduff, January 14, 2019
    • 7 replies
    • 1.3k views
    • 
    • Kevin C
    • January 15, 2019

15. Do we have a Multiple Employer plan?

    By Guest willoughby, May 17, 2001
    • 7 replies
    • 2k views
    • 
    • Guest
    • May 29, 2001

16. Deemed IRA

    By Brenda Wren, July 28, 2004
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • August 3, 2004

17. safe harbor plan

    By Gary, August 30, 2010
    • 7 replies
    • 1.3k views
    • 
    • Gary
    • September 3, 2010

18. 401(k) deferrals in top heavy plan make contributions exceed 415 for g

    By Guest MEGary, August 19, 2002
    • 7 replies
    • 2.1k views
    • 
    • Mike Preston
    • August 22, 2002

19. Payroll Service Stops 401k Deduction in Error

    By DP, September 23, 2009
    • 7 replies
    • 6.4k views
    • 
    • Kevin C
    • October 1, 2009

20. Elective Deferrals Before Adoption of 401(k)

    By Guest smckinlay, July 16, 2011
    • 7 replies
    • 2.1k views
    • 
    • rcline46
    • July 19, 2011

21. Special Participation Date- PS Eligibility

    By Coleboy1, December 21, 2022
    • 7 replies
    • 661 views
    • 
    • Bill Presson
    • December 21, 2022

22. spd disclosure

    By k man, May 11, 2004
    • 7 replies
    • 2.3k views
    • 
    • R. Butler
    • May 18, 2004

23. Automatic Enrollment

    By John Feldt ERPA CPC QPA, March 23, 2016   

    • Automatic Enrollment
    • default deferral
    • (and 4 more)

      Tagged with:

      • Automatic Enrollment
      • default deferral
      • negative election
      • VCP
      • Self-correction
      • SCP
    • 7 replies
    • 1.5k views
    • 
    • Peter Gulia
    • March 23, 2016

24. Matching Contribution

    By Stash026, January 11, 2018
    • 7 replies
    • 1.6k views
    • 
    • Luke Bailey
    • January 11, 2018

25. Does this rehired employee have to wait another year before becoming a

    By Guest Sara H, August 3, 1999
    • 7 replies
    • 5.2k views
    • 
    • Wessex
    • November 6, 1999

26. Employer has exceeded 15% deductibility limit.

    By Guest Sara H, April 26, 2001
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • April 30, 2001

27. Salary deferrals deposited after close of plan year

    By lp1965, July 21, 2016
    • 7 replies
    • 1.1k views
    • 
    • Tom Poje
    • July 22, 2016

28. Profit Sharing, employee vs. employer contribution?

    By Guest oppy, January 19, 1999
    • 7 replies
    • 6.1k views
    • 
    • Greg Judd
    • January 22, 1999

29. ACP Safe Harbor Plan

    By austin3515, January 24
    • 7 replies
    • 666 views
    • 
    • austin3515
    • January 25

30. Terminated Employee?

    By Archimage, January 22, 2003
    • 7 replies
    • 1.6k views
    • 
    • Archimage
    • January 23, 2003

31. Life Insurance and loans

    By artvandelay3, June 24, 2015
    • 7 replies
    • 2.3k views
    • 
    • PJF414
    • October 26, 2015

32. Subsequent Eligibility Computation Periods

    By ejohnke, November 12, 2024
    • 7 replies
    • 1.1k views
    • 
    • Bill Presson
    • November 15, 2024

33. Prototype Documents

    By austin3515, May 12, 2010
    • 7 replies
    • 2.3k views
    • 
    • Below Ground
    • May 12, 2010

34. Controlled Group Situation & Owner Sold One Business - Help

    By HarleyBabe, July 11, 2013
    • 7 replies
    • 1.3k views
    • 
    • MoJo
    • July 16, 2013

35. Should I file a Sched H or 5500-SF? - Count of BOY participants

    By Bruddah Kimo, March 23, 2016
    • 7 replies
    • 810 views
    • 
    • My 2 cents
    • March 24, 2016

36. Controlled Group Issue

    By Guest PES, June 18, 2002
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 18, 2002

37. 402(g) limitation violation due to 2 plans

    By Fred Payne, November 22, 2002
    • 7 replies
    • 4.4k views
    • 
    • mbozek
    • November 25, 2002

38. Merging a 401k plan into a 403b plan

    By cpc0506, September 25, 2014
    • 7 replies
    • 6.3k views
    • 
    • Ben Jensen
    • July 31, 2024

39. Forfeiture of Matching Contributions Due to Failed ADP Test

    By Guest Lentils, November 11, 2014
    • 7 replies
    • 6.3k views
    • 
    • Tom Poje
    • March 14, 2016

40. Rehires and Rule of Parity

    By Towanda, September 18, 2023
    • 7 replies
    • 2.4k views
    • 
    • Towanda
    • September 21, 2023

41. Excess Deferral

    By mmustafa, March 2, 2018
    • 7 replies
    • 1.4k views
    • 
    • Tom Poje
    • March 7, 2018

42. Can you exclude refunded deferrals from account balances for calculati

    By Guest pension222, April 26, 2001
    • 7 replies
    • 2.6k views
    • 
    • Medusa
    • April 30, 2001

43. Plan Sponsor's cost reduction

    By Guest Iwonder, December 16, 2009
    • 7 replies
    • 1.3k views
    • 
    • cpc0506
    • December 20, 2009

44. Negative Assets?

    By 415 Limit, April 14, 2010
    • 7 replies
    • 1.5k views
    • 
    • Ron Snyder
    • April 16, 2010

45. Profit Share Contribution

    By coleboy, January 12, 2018
    • 7 replies
    • 1.6k views
    • 
    • coleboy
    • January 12, 2018

46. EPCRS Retro Amendment for HCE

    By austin3515, March 2, 2017
    • 7 replies
    • 1.1k views
    • 
    • CuseFan
    • March 3, 2017

47. Compensation Limit- Contributions Post Tax

    By coleboy, February 1, 2021
    • 7 replies
    • 1.5k views
    • 
    • Luke Bailey
    • February 2, 2021

48. plan with no value - how to complete 5500-EZ?

    By AlbanyConsultant, September 20, 2024
    • 7 replies
    • 949 views
    • 
    • Ecianas
    • September 28, 2024

49. Too easy or too difficult?

    By Guest Emiman, November 11, 2005
    • 7 replies
    • 1.7k views
    • 
    • E as in ERISA
    • November 14, 2005

50. missing plan participants

    By Guest Rockford, April 17, 2002
    • 7 replies
    • 2k views
    • 
    • mbozek
    • April 21, 2002