401(k) Plans

19,321 topics in this forum

1. Catch-up contributions; 2 unrelated plans

   By Guest LuannJ, April 20, 2004
   • 2 replies
   • 1.7k views
   • 
   • Appleby
   • April 20, 2004

2. Catch-up Contributions; payroll vendor caps the participant at the 402(g) limit first and then in the NEXT payroll cycle will begin catch-up contributions

   By DTH, December 10, 2003
   • 3 replies
   • 1.4k views
   • 
   • david rigby
   • December 19, 2003

3. Catch-Up Deferrals

   By Guest dpasi, February 14, 2006
   • 4 replies
   • 2.4k views
   • 
   • Bird
   • February 23, 2006

4. Catch-up Election form

   By alexa, January 15, 2004
   • 1 reply
   • 1.8k views
   • 
   • Sandra Pearce
   • January 15, 2004

5. Catch-up Eligible

   By Sarah73, October 25, 2022
   • 17 replies
   • 1.8k views
   • 
   • Bri
   • October 27, 2022

6. Catch-up Guidance

   By Guest T-BONE, October 25, 2001
   • 9 replies
   • 2.1k views
   • 
   • Guest
   • October 26, 2001

7. Catch-Up Limits in Off-Calendar Year Plans

   By Guest thooge, September 8, 2004
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • September 9, 2004

8. Catch-up Order - Excess Annual Addition

   By KCA, August 8, 2016
   • 4 replies
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • January 26, 2017

9. Catch-up possible if no comp?

   By Guest Pennysaver, March 18, 2010
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • March 22, 2010

10. Catch-up Question

    By MBCarey, May 4, 2005
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • May 4, 2005

11. Catch-Up Question on Off-Calendar plan?

    By Guest KD40, January 28, 2003
    • 3 replies
    • 1.3k views
    • 
    • kocak
    • January 28, 2003

12. Catch-up Rechartization after Failed ADP

    By Guest A_Dude, February 1, 2013   

    • Nondiscimination Testing
    • 10 replies
    • 6.3k views
    • 
    • K2retire
    • February 4, 2013

13. Catch-Up Reclass / Changes in plan-imposed limits during the plan year

    By Guest m2b2, December 26, 2007
    • 4 replies
    • 1.5k views
    • 
    • blue
    • January 4, 2008

14. Catch-up reclassification

    By MoShawn, January 17, 2008
    • 3 replies
    • 2.2k views
    • 
    • buckaroo
    • January 23, 2008

15. Catch-Up Universal Availability

    By Guest OHH, September 19, 2003
    • 4 replies
    • 2.1k views
    • 
    • R. Butler
    • September 19, 2003

16. catch-up universal availability failure

    By WCC, October 3, 2025
    • 1 reply
    • 518 views
    • 
    • Artie M
    • October 3, 2025

17. Catch-up: Non-calendar year plan

    By smm, January 14, 2002
    • 3 replies
    • 1.9k views
    • 
    • John A
    • January 15, 2002

18. Catch-Up: Universal Availability and Union Plans

    By Guest Lex, June 12, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 13, 2002

19. Catch-UP. HCE dies before attaining age 50.

    By fiona1, February 8, 2005
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • February 8, 2005

20. Catch-up/415 Limit

    By Guest Giovanni, March 7, 2003
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 7, 2003

21. Catch-Up/Testing

    By CJS07, January 24, 2008
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • January 29, 2008

22. catch-upcontributions

    By Guest joeplans, April 9, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • April 9, 2004

23. Catch-ups

    By Guest pjb, July 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • MGB
    • July 24, 2003

24. Catch-ups & off calendar yr plans - again

    By Guest RGlaser, September 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 19, 2002

25. Catch-ups and Roth availability

    By BG5150, August 1, 2025
    • 7 replies
    • 943 views
    • 
    • RatherBeGolfing
    • August 4, 2025

26. catch-ups and the 100% salary limit

    By himt4, March 16, 2005
    • 10 replies
    • 5.4k views
    • 
    • SoCalActuary
    • March 17, 2005

27. Catch-ups in ADP test

    By Guest IluvNewComp, May 11, 2009
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • May 12, 2009

28. Catch-ups over 100% of pay

    By austin3515, July 30, 2015
    • 2 replies
    • 708 views
    • 
    • mphs77
    • July 30, 2015

29. Catchup and ADP Test

    By jmartin, August 17, 2011
    • 7 replies
    • 5.1k views
    • 
    • Tom Poje
    • April 28, 2014

30. Catchup and ADP Test

    By pixmax, February 22, 2023
    • 1 reply
    • 342 views
    • 
    • Bri
    • February 22, 2023

31. Catchup and Plan Limits

    By justatester, January 14, 2010
    • 1 reply
    • 915 views
    • 
    • Jim Chad
    • January 14, 2010

32. Catchup Contributions

    By Guest psgross, December 3, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • December 4, 2004

33. Catchup Contributions

    By Guest mpark, August 13, 2002
    • 3 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • August 14, 2002

34. Catchup Contributions - "Plan Imposed Limit"

    By ERISA1, October 30, 2006
    • 0 replies
    • 1.6k views
    • 
    • ERISA1
    • October 30, 2006

35. Catchup contributions in nondeferral plans?

    By Guest Thornton, February 27, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • February 27, 2003

36. Catchup due to failed ADP vs. top heavy - chicken or egg?

    By AlbanyConsultant, November 14, 2016
    • 1 reply
    • 716 views
    • 
    • Tom Poje
    • November 14, 2016

37. catchup for 2012

    By Monica Barnard, January 12, 2013
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 25, 2013

38. Catchup in TH Plan

    By ombskid, March 21, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 21, 2007

39. Catchup only 1 2

    By ombskid, April 30, 2007
    • 53 replies
    • 10.4k views
    • 
    • Kevin C
    • August 2, 2007

40. Catchup reclass

    By Guest Jeff Weber, March 3, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 4, 2008

41. Catchups in Off Calendar Plan

    By Gilmore, November 21, 2020
    • 8 replies
    • 1.1k views
    • 
    • Kevin C
    • December 1, 2020

42. Categories of participants?

    By Guest 410b, July 15, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 15, 2008

43. Cavanaugh Investigations, P.C.

    By austin3515, January 6, 2015
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • January 8, 2015

44. CD's as Securities

    By Hoard1, May 17, 2000
    • 1 reply
    • 1.4k views
    • 
    • Jon Chambers
    • May 24, 2000

45. CDSC Charges

    By Guest Admin, August 26, 2002
    • 39 replies
    • 11.7k views
    • 
    • Bird
    • September 2, 2005

46. CDSC Treated as a Plan Expense

    By DTH, July 19, 2006
    • 9 replies
    • 2.7k views
    • 
    • Bird
    • July 21, 2006

47. Ceasing an EACA mid year

    By 30Rock, April 20, 2011
    • 0 replies
    • 1.3k views
    • 
    • 30Rock
    • April 20, 2011

48. Ceasing SH NEC

    By Guest Sieve, October 14, 2008
    • 17 replies
    • 3.2k views
    • 
    • WDIK
    • February 2, 2009

49. Census Gross Income

    By Guest Hgreer, January 13, 2012
    • 3 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 14, 2012

50. CEO receives 1099 compensation

    By nerd-party-administrator, March 12, 2020
    • 7 replies
    • 3.5k views
    • 
    • Luke Bailey
    • April 7, 2020