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401(k) Plans

19,317 topics in this forum

  1. exclude SOME union employees?

    By AlbanyConsultant,
    • 2 replies
    • 54 views

  2. Prevailing wage in a safe harbor 401(k) plan

    By Just Tri,
    • 1 reply
    • 172 views
    • Bri
    • Bri

  3. Excluded Employee - Top Heavy

    By Vlad401k,
    • 4 replies
    • 255 views

  4. Indirect ownership

    By MGOAdmin,
    • 0 replies
    • 140 views

  5. Owners Getting Paid via 1099 & Participating in Plan

    By metsfan026,
    • 3 replies
    • 266 views

  6. 80/120 Rule

    By BPG916,
    • 4 replies
    • 281 views

  7. Income Tax Withholding on Elective Deferrals

    By M_2015,
    • 4 replies
    • 429 views

  8. A Real Problem

    By rblum50,
    • 9 replies
    • 602 views

  9. Mid-Year Change for 401(k) Safe Harbor

    By Transplant,
    • 3 replies
    • 349 views

  10. Will recordkeepers be ready to process the saver’s match?

    By Peter Gulia,
    • 5 replies
    • 306 views

  11. Mistake of Fact for multiemployer plan

    By roy819,
    • 1 reply
    • 225 views

  12. Partial Plan Termination - No Account Balance

    By Vlad401k,
    • 1 reply
    • 231 views

  13. Considered Compensation from W2

    By ratherbereading,   
    • 3 replies
    • 614 views

  14. Wife of Highly Paid Individual

    By Pixie,
    • 2 replies
    • 626 views

  15. Removing Participating Employer as of Purchase Date

    By khn,
    • 8 replies
    • 659 views

  16. Last date to change SH Match to SH Nonelective

    By ConnieStorer,
    • 12 replies
    • 800 views

  17. financial advisor buys their client... and is still getting paid

    By AlbanyConsultant,
    • 1 reply
    • 546 views

  18. 2 Partners only in LLC taxed as an S Corp.

    By DDB BN,
    • 11 replies
    • 779 views

  19. Adding QACA to an existing safe harbor match plan

    By Santo Gold,
    • 0 replies
    • 182 views

  20. SECURE Act Amendments for 401(k)

    By kgr12,
    • 2 replies
    • 352 views

  21. Failed 414s test in safe harbor plan

    By 30Rock,
    • 3 replies
    • 318 views

  22. 401(k) Plan Mega Roth Backdoor After Tax Contributions

    By VIkram Aurora, QPA, QKC,
    • 19 replies
    • 1.6k views

  23. Can Plan just disappear?

    By TPApril,
    • 12 replies
    • 682 views

  24. Top-Heavy Safe-Harbor

    By Bruce1,
    • 7 replies
    • 627 views

  25. Terminating DC plan with J&S

    By Brenda Wren,
    • 5 replies
    • 701 views

  26. ADP Corrective Distributions and Top Heavy Balances

    By justatester,
    • 1 reply
    • 324 views
    • Bri
    • Bri

  27. Former EE requesting SPD from 23 years ago

    By Brenda Wren,
    • 8 replies
    • 996 views

  28. Student Loan Matching Form

    By austin3515,
    • 6 replies
    • 358 views

  29. How to Handle Match Formula

    By mming,
    • 2 replies
    • 391 views

  30. After Tax (Mega Roth)

    By Kattdogg12,
    • 7 replies
    • 429 views

  31. Hardship for Preventative Home "Repair"

    By BTG,
    • 3 replies
    • 605 views

  32. Processing deferrals before payroll date

    By BG5150,
    • 3 replies
    • 669 views

  33. Is there any big recordkeeper not using a Roth catch-up indicator?

    By Peter Gulia,
    • 7 replies
    • 862 views

  34. Roth Catch up required or not

    By DDB BN,
    • 6 replies
    • 682 views

  35. SIMPLE IRA & Mid-Year SH 401(k) - Separate Plan Sponsors

    By OrderOfOps,
    • 4 replies
    • 524 views

  36. New Roth Catch-Up Rules

    By Connor,
    • 6 replies
    • 540 views

  37. 5500 filed last year but number of account balances now under 100

    By Pixie,
    • 1 reply
    • 261 views

  38. LTPT

    By thepensionmaven,
    • 0 replies
    • 237 views

  39. May we recharacterize deferrals mistakenly processed as Roth back to a participant’s proper non-Roth?

    By Peter Gulia,
    • 5 replies
    • 419 views

  40. safe harbor for those still employed on LDOY only

    By Tom,
    • 8 replies
    • 481 views

  41. Prior year testing for first plan test

    By 30Rock,
    • 3 replies
    • 479 views

  42. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026,
    • 6 replies
    • 703 views

  43. Receivable Contributions & RMD

    By metsfan026,
    • 2 replies
    • 304 views

  44. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 942 views

  45. Lawsuit settlement - contributions to 401(k)?

    By Belgarath,
    • 2 replies
    • 819 views

  46. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 981 views

  47. Mandatory Roth Catch-up for SE comp, W-2 combo

    By ejohnke,
    • 2 replies
    • 425 views

  48. Break in Service - Rehire

    By TH 401k,
    • 0 replies
    • 4.6k views

  49. Can ER stop auto-enroll in a new plan

    By BG5150,
    • 1 reply
    • 431 views

  50. Use QNEC allocated under one-to-one correction to offset top heavy allocation?

    By swam,   
    • 0 replies
    • 258 views
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