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401(k) Plans

19,321 topics in this forum

  1. Safe Harbor plan exclude some HCEs, but not all

    By R. Butler,
    • 4 replies
    • 1.2k views

  2. Calculating Excise Tax & gains on late remittances.

    By MBCarey,
    • 4 replies
    • 2k views

  3. definition of compensation for 401(k) safe harbor plans

    By Guest Jane Freeman,
    • 4 replies
    • 2.4k views

  4. Vesting question

    By jkharvey,
    • 4 replies
    • 1.3k views

  5. Change from participant directed acc't to trustee directed

    By pgold,
    • 4 replies
    • 1.5k views

  6. Lump Sum Distributions

    By Guest robin s vatalaro,
    • 4 replies
    • 4.7k views
    • Guest
    • Guest

  7. Bonuses counted in a 401(k) safe harbor plan

    By eilano,
    • 4 replies
    • 4.5k views

  8. Failed ADP Test

    By Guest Theresa Irvin,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  9. Separate Accounting For Roth 401(k) Funds in Brokerage

    By EPCRSGuru,
    • 4 replies
    • 1k views

  10. Company stock in 401K

    By Guest jc7032,
    • 4 replies
    • 2.4k views

  11. HCE only 401(k)

    By Earl,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  12. Plan Disqualification due to 70 1/2 Distr

    By Guest dstran,
    • 4 replies
    • 1.3k views

  13. Off Calendar Catch-Ups - SOLUTION!

    By austin3515,
    • 4 replies
    • 1.7k views

  14. Why is July Such a Popular Month for 401k Rollovers?

    By DonReynolds,   
    • 4 replies
    • 1.5k views

  15. Top Heavy; Safe Harbor excludes HCEs

    By Tom,
    • 4 replies
    • 2.6k views

  16. DOL Investment Guidance

    By MjInvestments,
    • 4 replies
    • 907 views

  17. Discretionary Match formula different for participating employer

    By AmyETPA,
    • 4 replies
    • 1.1k views

  18. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 723 views

  19. For a qualified distribution, do participants still pay taxes based on

    By Guest dhoefer,
    • 4 replies
    • 1.4k views
    • RCK
    • RCK

  20. alternatives to Relius Administration

    By Guest Thomas@GDS,
    • 4 replies
    • 2.5k views
    • Guest
    • Guest

  21. 3% Safe Harbor

    By Jay3,
    • 4 replies
    • 1.1k views
    • Guest
    • Guest

  22. 401(k) Plans

    By Guest Joanne Davey,
    • 4 replies
    • 1.2k views
    • Guest
    • Guest

  23. In most plans, do you have rule of Parity for both Eligibility and vesting?

    By Jim Chad,
    • 4 replies
    • 1.4k views

  24. 401(k) Loans Not Transferrable in Annuity Contract

    By lisabroc,
    • 4 replies
    • 1.6k views

  25. New 401k- Client Changes Mind

    By coleboy,
    • 4 replies
    • 1.1k views

  26. Compensation Limit and 401k deferrals

    By Guest benefitsanalyst,
    • 4 replies
    • 2.5k views

  27. Short Plan Year

    By Guest Rosemary Raymer,
    • 4 replies
    • 2.1k views

  28. Correcting Wage Overpayment and Contributions made in error to 401(k)

    By Guest JWIRA,
    • 4 replies
    • 5.3k views

  29. Defer from Maternity pay?

    By MSN,
    • 4 replies
    • 2.1k views

  30. Need a TPA Referral

    By Guest Pension250,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  31. Top Heavy/Safe Harbor match/Profit Sharing

    By Guest Diane DuFresne,
    • 4 replies
    • 2.5k views

  32. Simple 401k Rollover to 401k

    By MGOAdmin,   
    • 4 replies
    • 3.3k views
    • Guest
    • Guest

  33. excess 402(g) limit - 10% penalty tax

    By 52626,
    • 4 replies
    • 3.3k views

  34. Integrated Profit Sharing with Inservice Withdrawals

    By Guest Frank Jackson,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  35. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del,
    • 4 replies
    • 2.1k views

  36. Loan taxed twice?

    By Brian Gallagher,
    • 4 replies
    • 1.4k views

  37. Employer Contribution after balance distributed

    By KTB,
    • 4 replies
    • 1.1k views

  38. Stop my loan payments

    By 52626,
    • 4 replies
    • 3.1k views

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

    By Guest moltengater,
    • 4 replies
    • 2.2k views

  40. Cross tested Calc

    By Pammie57,
    • 4 replies
    • 559 views

  41. 401k RMD for surviving spouse, sole beneficiary

    By Janie,   
    • 4 replies
    • 1.9k views

  42. Solo 401k TPA working with an advisor

    By Jim White, CFP, EA,
    • 4 replies
    • 1.6k views

  43. Missed Deferral Opportunity- Safe Harbor Plan

    By Coleboy1,
    • 4 replies
    • 720 views

  44. ACP failure, refund to participant, losses, 1099-R

    By pmacduff,
    • 4 replies
    • 1.5k views

  45. Does a recordkeeper inform a plan sponsor about the long-term-part-time provision?

    By Peter Gulia,
    • 4 replies
    • 906 views

  46. Participant Loan Question

    By MarZDoates,
    • 4 replies
    • 1.3k views

  47. Deferrals and limits that affect other participants

    By K-t-F,
    • 4 replies
    • 1.3k views

  48. Same Desk Rule

    By Guest MonicaS,
    • 4 replies
    • 6.2k views

  49. IRS Field Auditor decides not to make issue of...

    By J Simmons,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  50. Amending 401k to Safe Harbor Non-elective mid year 2020

    By Pammie57,
    • 4 replies
    • 782 views
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