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401(k) Plans

19,485 topics in this forum

  1. Safe Harbor Formula > 6%

    By TH 401k,
    • 7 replies
    • 276 views

  2. Form 5330 for owner 401k at 12/31 - prior yr or current yr?

    By TPApril,
    • 3 replies
    • 342 views

  3. Fun and Games with the DOL (late payment of deferrals)

    By Guest erisafried,
    • 5 replies
    • 2.5k views

  4. HCE and Active Military Duty

    By metsfan026,
    • 5 replies
    • 499 views

  5. Excluded Clases and CalSavers Retirement Savings Trust Act

    By Fibonacci,
    • 3 replies
    • 839 views

  6. missed deferral opportunity at start of plan - no NHCEs deferred

    By AlbanyConsultant,
    • 14 replies
    • 756 views

  7. Remove EACA mid-year - removing ALL deferrals

    By justanotheradmin,
    • 1 reply
    • 286 views

  8. Form 8868 for 5330 extension

    By TPApril,
    • 2 replies
    • 341 views

  9. H4 visa - are you an employee?

    By AlbanyConsultant,
    • 3 replies
    • 361 views

  10. participant options in a stock sale

    By AlbanyConsultant,
    • 4 replies
    • 386 views

  11. Paychex Policy Requiring January 1 Plan Effective Date for New Plans

    By Micks,
    • 5 replies
    • 741 views

  12. Extensions for Plans Adopted After 12/31

    By metsfan026,
    • 3 replies
    • 402 views

  13. Required Roth Catchup and 415 limits

    By BenefitsJayne,
    • 1 reply
    • 308 views

  14. Deemed Loans

    By 401Karina,
    • 14 replies
    • 7.6k views

  15. Separate Trust Document - Not a Requirement?

    By MrsMacias,
    • 4 replies
    • 361 views

  16. SECURE 2.0 - Roth Catch-Up for HPEs - Correction

    By Vlad401k,
    • 3 replies
    • 407 views

  17. Plan in and out of MEP with 5500SF reporting issues

    By D Lewis,
    • 0 replies
    • 215 views

  18. Timing of Hours for Vesting

    By effingeh,
    • 8 replies
    • 910 views

  19. 5500 for first year of a spin off plan

    By D Lewis,
    • 2 replies
    • 330 views

  20. Deemed Distribution Made in Error

    By Lauren0507,
    • 6 replies
    • 740 views

  21. Non-Standard Safe Harbor Match

    By metsfan026,
    • 2 replies
    • 599 views

  22. Missed Match versus True-Up and related Earnings

    By effingeh,
    • 5 replies
    • 477 views

  23. Maximizing annual addition when 401(k) not maximized

    By drakecohen,
    • 2 replies
    • 645 views

  24. Part time ee to independent contractor & vesting/partial termination?

    By TPApril,
    • 8 replies
    • 868 views

  25. 2023 IRS Audits

    By Mallory H,
    • 3 replies
    • 516 views

  26. Top Heavy Balance with ER Contribution after the end of the plan year

    By justatester,
    • 2 replies
    • 393 views

  27. SCP, VFCP, or None of the Above

    By Catch22PGM,   
    • 5 replies
    • 789 views

  28. Contributions after asset sale by ineligible employer

    By 30Rock,
    • 8 replies
    • 641 views

  29. what to do without newsletters!?

    By casey72,
    • 1 reply
    • 261 views

  30. Loan Payments on W-2 as Roth

    By 401kWhisperer,
    • 4 replies
    • 436 views

  31. How long to keep documents relating to 401(k)?

    By Miles Leech,
    • 6 replies
    • 683 views

  32. Deemed Distribution - Good test question for the pension geeks!

    By Brenda Wren,
    • 10 replies
    • 1k views

  33. Late Contribution Correction Question

    By khn,
    • 4 replies
    • 611 views

  34. Roth Recharacterization timing for ADP failures

    By ComplianceGeek,
    • 0 replies
    • 309 views

  35. SH 3% – Can We Exclude a W-2 Contractor Mid-Year?

    By kimso,
    • 8 replies
    • 898 views

  36. minimal underpmt of 401(k), but participant already termed & distributed

    By TPApril,
    • 7 replies
    • 1k views

  37. HCE requests full distribution but plan always fails ADP

    By Lou81,
    • 4 replies
    • 743 views

  38. Correcting Excess Investment Advisor Fees Charged to Participant Accounts

    By Footnote12,   
    • 1 reply
    • 492 views

  39. Self Employed, 2 businesses, 415 limit

    By LMK TPA,
    • 8 replies
    • 763 views

  40. Safe Harbor vs Solo 401k Conversion

    By bluehavana2,
    • 10 replies
    • 2.6k views

  41. Different Types of Profit Sharing Plans?

    By mming,
    • 1 reply
    • 422 views

  42. Changing Eligibility... and then again

    By Basically,
    • 2 replies
    • 743 views

  43. Participant Loans 101

    By austin3515,
    • 6 replies
    • 8.5k views

  44. Ambiguous Beneficiary Designation -- Time for Interpleader?

    By Interested Party,
    • 9 replies
    • 843 views

  45. Updated Safe Harbor Notice for Comp exclusion required when Notice language not directly impacted?

    By Abby N,
    • 4 replies
    • 568 views

  46. Active Employee Showing as Terminated — Eligibility File Correction Process

    By Itsamario,   
    • 2 replies
    • 597 views

  47. 401(k) Provisions added to Profit Sharing Plan effective 8/1/2026

    By Dougsbpc,
    • 1 reply
    • 527 views

  48. Dual eligibility for different classes

    By 30Rock,
    • 8 replies
    • 672 views

  49. Compensation Ratio Testing - Pre-entry Compensation

    By ERISAtoday,
    • 0 replies
    • 347 views

  50. SECURE 2.0 Model Amendments

    By youngbenefitslawyer,
    • 1 reply
    • 415 views
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