Jump to content

401(k) Plans

19,423 topics in this forum

  1. Erroneous profit sharing funding correction

    By Tom,
    • 5 replies
    • 1.2k views

  2. Amending Plan to Exclude HCEs From SHNEC

    By Connor,
    • 1 reply
    • 887 views

  3. Recharacterizing deferrals as profit sharing?

    By Miles Leech,
    • 4 replies
    • 1k views

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

    By JCS,
    • 5 replies
    • 1.6k views

  5. What is the compensation?

    By Basically,
    • 9 replies
    • 3.6k views

  6. Employer forgot to make a Roth deferral

    By gc@chimentowebb.com,
    • 9 replies
    • 2.9k views

  7. Mid year auto enroll change

    By 401KsRme,
    • 0 replies
    • 540 views

  8. Top-heavy contributions for plans without deferrals

    By Miles Leech,
    • 1 reply
    • 1.8k views

  9. Plan Termination and Forfeitures

    By 30Rock,
    • 3 replies
    • 1.5k views

  10. SECURE 2.0 Roth treatment of catch-up contributions

    By youngbenefitslawyer,
    • 3 replies
    • 1.3k views

  11. ACP 4% non-discretionary match

    By Bruce1,
    • 12 replies
    • 1.6k views

  12. Compensation for HCE determination

    By justatester,
    • 2 replies
    • 1k views

  13. Sign-on bonuses

    By austin3515,
    • 13 replies
    • 3.9k views

  14. Individual Brokerage 401k

    By Bruce1,
    • 13 replies
    • 1.4k views

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

    By youngbenefitslawyer,
    • 2 replies
    • 1.2k views

  16. Resources for Independent Valuations

    By HCE,
    • 2 replies
    • 820 views

  17. Does a de minimis financial incentive work?

    By Peter Gulia,
    • 3 replies
    • 807 views

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

    By Interested Party,
    • 5 replies
    • 1.3k views

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

    By MGOAdmin,   
    • 4 replies
    • 1.4k views

  20. Employee Who Sponsors Their Own Plan

    By Connor,
    • 3 replies
    • 891 views

  21. Controlled Group Question

    By Vlad401k,
    • 5 replies
    • 1.1k views

  22. Hardship Self Certification

    By MGOAdmin,
    • 1 reply
    • 748 views

  23. self-employed participants vs. mandatory automatic enrollment

    By AlbanyConsultant,
    • 0 replies
    • 560 views

  24. returning a refund... or not

    By AlbanyConsultant,
    • 2 replies
    • 1.3k views

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

    By Tom,
    • 1 reply
    • 627 views

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

    By TPApril,
    • 0 replies
    • 476 views

  27. Beneficiary Designations and Divorce

    By youngbenefitslawyer,
    • 6 replies
    • 2k views

  28. Discrimination Testing If Everyone Is An HCE

    By metsfan026,
    • 4 replies
    • 1.2k views

  29. In Plan Roth Rollovers In Service Withdrawals

    By AJ North,
    • 4 replies
    • 1.4k views

  30. 401k safe harbor nonunion/union

    By MURPHY,
    • 8 replies
    • 1.5k views
    • Bri
    • Bri

  31. Avoiding Single-Employer Treatment for Portfolio Company Benefits

    By NonQualified,
    • 4 replies
    • 1.1k views

  32. Deferral Change frequency

    By Santo Gold,
    • 4 replies
    • 1.7k views

  33. ADP Test Correction & RMD

    By pixiebear,
    • 1 reply
    • 640 views

  34. Enrollment Statistics on SH Match vs SH Nonelective

    By EJS_TPA,   
    • 6 replies
    • 980 views

  35. Amendment Required

    By DPSRich,
    • 6 replies
    • 901 views

  36. 3% Nonelective SH with QACA

    By DavidO,
    • 3 replies
    • 1k views

  37. Not too good to be true is it?

    By austin3515,
    • 2 replies
    • 753 views

  38. Help with Beneficiary Designation

    By Vanessa,
    • 5 replies
    • 2.1k views

  39. affiliated service group after tax deferral

    By Nic Pospiech,
    • 3 replies
    • 818 views

  40. ACP Safe Harbor Plan

    By austin3515,
    • 7 replies
    • 853 views

  41. 401(k) Plan Accepts Invalid Rollover from Roth IRA . . . What Now?

    By Interested Party,
    • 17 replies
    • 1.7k views

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

    By austin3515,
    • 34 replies
    • 5.6k views

  43. Safe Harbor Diminimus?

    By rjterpstra19,
    • 5 replies
    • 1.4k views

  44. Discretionary Match

    By khn,
    • 3 replies
    • 840 views

  45. Discretionary Match Notice Requirement

    By Tom,
    • 2 replies
    • 3.5k views

  46. Employer contributions as Roth

    By Belgarath,
    • 3 replies
    • 4.3k views

  47. Distributions from 401(k) plan when employer in bankruptcy?

    By erisageek1978,
    • 13 replies
    • 4k views

  48. Union - LTPT

    By TH 401k,
    • 1 reply
    • 669 views

  49. not for profit funding match for 2023 in 2025

    By Tom,
    • 6 replies
    • 1.5k views

  50. Mandatory Roth catch-up

    By Ian,
    • 2 replies
    • 1.3k views
    • Ian
    • Ian
×
×
  • Create New...