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401(k) Plans

19,381 topics in this forum

  1. DoL Problems

    By Below Ground,   
    • 10 replies
    • 1.8k views

  2. exclusion from plan by citizenship

    By pmacduff,
    • 6 replies
    • 1.4k views

  3. Secure 2.0 - Traumatic Vel Non

    By fmsinc,
    • 9 replies
    • 1.4k views

  4. W-2 Comp & Health Insurance Wage Expense

    By TPApril,
    • 7 replies
    • 2.8k views

  5. Employer changing pay roll company and 401K plan company

    By Kevin T,
    • 3 replies
    • 1.7k views

  6. DDR Allocation condition waivers

    By 30Rock,
    • 0 replies
    • 466 views

  7. Controlled group with 3 partnerships, one has a loss. How to calculate compensation

    By jkharvey,
    • 1 reply
    • 607 views

  8. Erroneous profit sharing funding correction

    By Tom,
    • 5 replies
    • 1.1k views

  9. Amending Plan to Exclude HCEs From SHNEC

    By Connor,
    • 1 reply
    • 843 views

  10. Recharacterizing deferrals as profit sharing?

    By Miles Leech,
    • 4 replies
    • 950 views

  11. PSP/Universal individual life insurance/premiums charged to participant

    By JCS,
    • 5 replies
    • 1.5k views

  12. What is the compensation?

    By Basically,
    • 9 replies
    • 3.1k views

  13. Employer forgot to make a Roth deferral

    By gc@chimentowebb.com,
    • 9 replies
    • 2.5k views

  14. Mid year auto enroll change

    By 401KsRme,
    • 0 replies
    • 506 views

  15. Top-heavy contributions for plans without deferrals

    By Miles Leech,
    • 1 reply
    • 1.5k views

  16. Plan Termination and Forfeitures

    By 30Rock,
    • 3 replies
    • 1.3k views

  17. SECURE 2.0 Roth treatment of catch-up contributions

    By youngbenefitslawyer,
    • 3 replies
    • 1.1k views

  18. ACP 4% non-discretionary match

    By Bruce1,
    • 12 replies
    • 1.5k views

  19. Compensation for HCE determination

    By justatester,
    • 2 replies
    • 960 views

  20. Sign-on bonuses

    By austin3515,
    • 13 replies
    • 3.8k views

  21. Individual Brokerage 401k

    By Bruce1,
    • 13 replies
    • 1.2k views

  22. Is a 401(k) Spin Off a Viable Option? What are the considerations?

    By youngbenefitslawyer,
    • 2 replies
    • 1.1k views

  23. Resources for Independent Valuations

    By HCE,
    • 2 replies
    • 751 views

  24. Does a de minimis financial incentive work?

    By Peter Gulia,
    • 3 replies
    • 751 views

  25. No Rollover Contribution Fees for 6 Months -- Any Issues?

    By Interested Party,
    • 5 replies
    • 1.2k views

  26. Off calendar plan year (6/30 year end) - catch-up reclass

    By MGOAdmin,   
    • 4 replies
    • 1.3k views

  27. Employee Who Sponsors Their Own Plan

    By Connor,
    • 3 replies
    • 827 views

  28. Controlled Group Question

    By Vlad401k,
    • 5 replies
    • 973 views

  29. Hardship Self Certification

    By MGOAdmin,
    • 1 reply
    • 694 views

  30. self-employed participants vs. mandatory automatic enrollment

    By AlbanyConsultant,
    • 0 replies
    • 526 views

  31. returning a refund... or not

    By AlbanyConsultant,
    • 2 replies
    • 1.2k views

  32. Safe Harbor 401(k) Match top heavy plan - PS only to non-key/non-HCE

    By Tom,
    • 1 reply
    • 584 views

  33. match increase amendment (non s/h plan)

    By TPApril,
    • 0 replies
    • 441 views

  34. Beneficiary Designations and Divorce

    By youngbenefitslawyer,
    • 6 replies
    • 1.7k views

  35. Discrimination Testing If Everyone Is An HCE

    By metsfan026,
    • 4 replies
    • 1.1k views

  36. In Plan Roth Rollovers In Service Withdrawals

    By AJ North,
    • 4 replies
    • 1.2k views

  37. 401k safe harbor nonunion/union

    By MURPHY,
    • 8 replies
    • 1.2k views
    • Bri
    • Bri

  38. Avoiding Single-Employer Treatment for Portfolio Company Benefits

    By NonQualified,
    • 4 replies
    • 992 views

  39. Deferral Change frequency

    By Santo Gold,
    • 4 replies
    • 1.5k views

  40. ADP Test Correction & RMD

    By pixiebear,
    • 1 reply
    • 591 views

  41. Enrollment Statistics on SH Match vs SH Nonelective

    By EJS_TPA,   
    • 6 replies
    • 863 views

  42. Amendment Required

    By DPSRich,
    • 6 replies
    • 831 views

  43. 3% Nonelective SH with QACA

    By DavidO,
    • 3 replies
    • 940 views

  44. Not too good to be true is it?

    By austin3515,
    • 2 replies
    • 689 views

  45. Help with Beneficiary Designation

    By Vanessa,
    • 5 replies
    • 1.7k views

  46. affiliated service group after tax deferral

    By Nic Pospiech,
    • 3 replies
    • 745 views

  47. ACP Safe Harbor Plan

    By austin3515,
    • 7 replies
    • 769 views

  48. 401(k) Plan Accepts Invalid Rollover from Roth IRA . . . What Now?

    By Interested Party,
    • 17 replies
    • 1.4k views

  49. Auto Enrollment for New Plans - Auto Enroll Everyone or New Hires?

    By austin3515,
    • 34 replies
    • 5.1k views

  50. Safe Harbor Diminimus?

    By rjterpstra19,
    • 5 replies
    • 1.3k views
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