401(k) Plans

19,320 topics in this forum

1. Prior Service Credit and Maximum Number of Years Credited

   By Guest amm19, July 29, 2002
   • 4 replies
   • 2.2k views
   • 
   • MGB
   • July 30, 2002

2. 401(k) nondiscrimination testing and IRS Notice 98-1

   By Tom Poje, November 2, 1998
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • November 2, 1998

3. Safe Harbor Eligibility

   By Guest dstran, March 13, 2006
   • 3 replies
   • 2.2k views
   • 
   • Tom Poje
   • March 15, 2006

4. Vesting: Elapsed Time & Excluding Yrs of Service

   By Guest Ann Hubble, September 28, 2002
   • 1 reply
   • 2.2k views
   • 
   • Mike Preston
   • September 28, 2002

5. Definition of Compensation

   By Guest mparker2028, December 5, 2005
   • 5 replies
   • 2.2k views
   • 
   • JDuns
   • December 6, 2005

6. Safe Harbor Match including Roth deferrals

   By thepensionmaven, April 1, 2016
   • 2 replies
   • 2.2k views
   • 
   • Tom Poje
   • April 1, 2016

7. annual compensation limit in profit sharing formula

   By parks777, December 30, 2016
   • 15 replies
   • 2.2k views
   • 
   • parks777
   • January 5, 2017

8. UBTI on qualified plan asset

   By KevinMc, January 24, 2020
   • 5 replies
   • 2.2k views
   • 
   • Luke Bailey
   • March 30, 2021

9. Line 27d Form 5500 transaction in excess of 5% - for 401(k) plans, sho

   By Guest Frank Jackson, October 8, 1999
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • October 15, 1999

10. quarterly benefit statements

    By R. Butler, December 13, 2006
    • 6 replies
    • 2.2k views
    • 
    • Belgarath
    • December 13, 2006

11. frozen 401k / loans & hardship distributions

    By KEM, September 15, 2021   

    • 401
    • 401 k
    • (and 11 more)

      Tagged with:

      • 401
      • 401 k
      • 401k
      • 401(k)
      • 401(k) loan
      • 401(k) plan
      • 401(k) withdrawals
      • hardship
      • loan
      • withdrawal
      • freeze
      • frozen
      • frozen plan
    • 8 replies
    • 2.2k views
    • 
    • Mike Preston
    • September 17, 2021

12. liability of recorkeepers / administrators for late contributions

    By Guest MES, June 14, 2001
    • 5 replies
    • 2.2k views
    • 
    • davef
    • June 22, 2001

13. Deferrals for Part-Time Employees

    By Guest JCONNER, October 23, 1998
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • October 24, 1998

14. CARES Act Loans/Distributions - SMM's Needed?

    By austin3515, April 6, 2020
    • 10 replies
    • 2.2k views
    • 
    • Peter Gulia
    • December 30, 2020

15. Maximum Keogh Contribution for owner/employer

    By Guest ELZ, September 1, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • September 2, 1999

16. Current Solo K - New Plan Next Year

    By sdix401k, September 24, 2019
    • 23 replies
    • 2.2k views
    • 
    • Bill Presson
    • September 30, 2019

17. HCE definiton

    By fiona1, February 13, 2004
    • 1 reply
    • 2.2k views
    • 
    • Mike Preston
    • February 13, 2004

18. 401k plan loan interest

    By Guest fender5150, August 2, 2007
    • 7 replies
    • 2.2k views
    • 
    • masteff
    • August 10, 2007

19. Using the otherwise excludable disaggregation method for ADP testing for the 2014 plan year

    By 30Rock, September 2, 2016
    • 9 replies
    • 2.2k views
    • 
    • BG5150
    • September 7, 2016

20. What software used for 401(k) plans? Satisfied?

    By Guest marciab, April 22, 2004
    • 6 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • May 13, 2004

21. PPA Vesting Rules

    By davef, September 27, 2006
    • 2 replies
    • 2.2k views
    • 
    • namealreadyinuse
    • September 28, 2006

22. Safe Harbor 401k Plan - ee's haven't met statutory elig

    By Guest Robin S. Vatalaro, June 20, 2001
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • June 27, 2001

23. 401k safe harbor w/nonsafe harbor discretionary contribution

    By Guest bogart126, November 8, 2001
    • 3 replies
    • 2.2k views
    • 
    • R. Butler
    • November 12, 2001

24. Part time employees

    By Dougsbpc, September 16, 2025
    • 5 replies
    • 2.2k views
    • 
    • austin3515
    • September 18, 2025

25. Continue contributing after termination?

    By Guest Giovanni, May 28, 2002
    • 9 replies
    • 2.2k views
    • 
    • mbozek
    • May 30, 2002

26. Mega Back Door Roth

    By thepensionmaven, August 6, 2025
    • 4 replies
    • 2.2k views
    • 
    • truphao
    • August 6, 2025

27. Timing of amendment to swith ADP/ACP testing method

    By Guest moltengater, June 15, 2005
    • 4 replies
    • 2.2k views
    • 
    • ak2ary
    • June 17, 2005

28. 401(k)'s, 403(b)'s, 457's and money purchase pension plans.

    By Guest, November 13, 2000
    • 2 replies
    • 2.2k views
    • 
    • Jon Chambers
    • November 14, 2000

29. Non Qualified Distribution - Not able to repay

    By tylerb172, October 4, 2018
    • 10 replies
    • 2.2k views
    • 
    • Kevin C
    • October 9, 2018

30. Employee embezzles money, employer wants it back.

    By katieinny, August 12, 2005
    • 8 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 17, 2005

31. QNECS under a Davis Bacon Prevailing Wage Plan

    By Guest PLHart, December 17, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 17, 1999

32. LLC Members in a 401k PLan

    By Alex Daisy, November 20, 2009
    • 0 replies
    • 2.2k views
    • 
    • Alex Daisy
    • November 20, 2009

33. adding 401K feature

    By Guest MNR, January 30, 2002
    • 8 replies
    • 2.2k views
    • 
    • Erik Read
    • January 31, 2002

34. Changing match formula mid-plan year

    By Guest Kelly Igel, October 8, 2001
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • October 23, 2001

35. Conditional profit-sharing allocation requirement...legal?

    By gle318612, June 20, 2012
    • 3 replies
    • 2.2k views
    • 
    • gle318612
    • June 22, 2012

36. Matching Contributions and 410(b).

    By Guest Thornton, September 4, 2001
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • September 6, 2001

37. Compensation for ADP Testing

    By msmith, February 5, 2019
    • 6 replies
    • 2.2k views
    • 
    • BG5150
    • February 6, 2019

38. Calculating Gross Compensation from W-2 Involving RI-SDI

    By Silver, February 1, 2018   

    • sdi
    • tdi ri-sdi
    • (and 1 more)

      Tagged with:

      • sdi
      • tdi ri-sdi
      • gross compensation
    • 7 replies
    • 2.2k views
    • 
    • CuseFan
    • February 1, 2018

39. Min Coverage Testing in light of contribution eligibility amendment to

    By Guest cascigm, April 17, 2001
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • April 18, 2001

40. Return HCE deferrals to avoid top-heavy?

    By John A, August 3, 2001
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • August 6, 2001

41. Part Time Employee Exclusion

    By Randy Watson, May 13, 2010
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • May 13, 2010

42. "Mega" 401(k)

    By thepensionmaven, December 22, 2023
    • 16 replies
    • 2.2k views
    • 
    • Below Ground
    • January 4, 2024

43. How Do You Terminate a 401(k) Plan?

    By IRA, May 11, 2010
    • 5 replies
    • 2.2k views
    • 
    • RCK
    • May 12, 2010

44. safe harbor plan with 415 excess

    By AKconsult, February 26, 2010
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 2, 2010

45. 415 limit off-calendar year plan

    By Guest Peggy806, June 29, 2009
    • 4 replies
    • 2.2k views
    • 
    • Bill Presson
    • July 2, 2009

46. Does this work: a profit-sharing contribution based on compensation, a

    By Guest Kelly R, November 3, 1999
    • 17 replies
    • 2.2k views
    • 
    • Larry M
    • November 12, 1999

47. SH 401(k) switch between SH NEC and SH Match

    By M Norton, February 26, 2020
    • 5 replies
    • 2.2k views
    • 
    • justanotheradmin
    • February 27, 2020

48. Match True up

    By Guest susanward, October 9, 2002
    • 1 reply
    • 2.2k views
    • 
    • austin3515
    • October 15, 2002

49. Restating a MPP to a PSP

    By kwalified, December 5, 2012
    • 12 replies
    • 2.2k views
    • 
    • kwalified
    • June 12, 2013

50. Compensation defined in a SPD

    By Guest rustymonty, March 23, 2005
    • 8 replies
    • 2.2k views
    • 
    • WDIK
    • March 25, 2005