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401(k) Plans

19,275 topics in this forum

  1. Converting a SIMPLE IRA to a Safe Harbor 401k (and max the owners at 415)

    By austin3515,
    • 2 replies
    • 937 views

  2. ACP refund due... but this year's match not deposited yet

    By AlbanyConsultant,
    • 8 replies
    • 1.8k views

  3. After tax contribution in testing.

    By swam,   
    • 3 replies
    • 656 views
    • Bri
    • Bri

  4. LTPT employees

    By Belgarath,
    • 2 replies
    • 746 views

  5. Over Contribution, Eat Up as PS Contribution

    By Basically,
    • 9 replies
    • 968 views

  6. New plan Tax credit

    By Tom,
    • 1 reply
    • 506 views

  7. late 5500EZ relief program question

    By HarryX,
    • 3 replies
    • 484 views

  8. SH to Simple

    By Bob Demontigny,
    • 2 replies
    • 436 views

  9. ERISA Plan Expense Account

    By 401(k)athryn,
    • 12 replies
    • 4.3k views

  10. Loan Repayments While On Suspension

    By metsfan026,
    • 2 replies
    • 716 views

  11. Can a safe harbor plan use shifting / borrowing from ADP to pass ACP

    By oberwolfach,
    • 0 replies
    • 470 views

  12. Deferrals > net s/e comp

    By AlbanyConsultant,
    • 1 reply
    • 484 views

  13. Short sponsor year and full plan year

    By Jakyasar,
    • 8 replies
    • 1.1k views

  14. SHNEC/New Comp - ppt eligibility for PS - include them in New Comp calc or not???

    By bethp38,
    • 4 replies
    • 488 views

  15. Strange question re ADP testing

    By Belgarath,
    • 3 replies
    • 655 views

  16. Super fascninating question - Owners Child is an LTPT

    By austin3515,
    • 11 replies
    • 1.8k views

  17. Earned Income Calculation

    By 415 Limit,
    • 2 replies
    • 490 views

  18. Secure 2.0 and ACA Question

    By Gadgetfreak,
    • 4 replies
    • 776 views

  19. 414(s) Compensation Test on Deferrals

    By Inquiring Mind,
    • 7 replies
    • 3.3k views

  20. tuition assistance - count it as compensation?

    By AlbanyConsultant,
    • 2 replies
    • 9.4k views

  21. Interpretation LTPT

    By thepensionmaven,
    • 6 replies
    • 625 views

  22. FAILED ADP/ACP TEST and HCEs terminated and already took 100% of their account

    By Pammie57,
    • 12 replies
    • 4k views

  23. MEP - do you ever aggregate members for TH min?

    By AlbanyConsultant,
    • 4 replies
    • 519 views

  24. Failed Coverage/11g amendment necessary and statutory exclusions???

    By bethp38,   
    • 5 replies
    • 508 views

  25. Controlled Group Coverage Testing for Employees of Both Members

    By Plan Doc,
    • 3 replies
    • 679 views

  26. Mid year merger of non safe harbor and safe harbor plans

    By 30Rock,
    • 0 replies
    • 524 views

  27. True-up / Benefits Rights and Features

    By jsample,
    • 2 replies
    • 723 views

  28. ADP Testing - Mandatory Aggregation

    By 415 Limit,
    • 1 reply
    • 778 views

  29. NCP Allocation

    By justatester,
    • 2 replies
    • 512 views

  30. Related Companies - an easy example (I think)

    By Tom,
    • 1 reply
    • 721 views

  31. 401k Plan Termination - post termination date contributions?

    By MD-Benefits Guy,
    • 9 replies
    • 3.9k views

  32. Top Heavy Minimum Contribution

    By metsfan026,
    • 3 replies
    • 546 views

  33. Late Deposits Issue - VFCP Qs

    By LANDO,   
    • 4 replies
    • 649 views

  34. HCE limit increase & change from 135K to 150K

    By TPApril,
    • 0 replies
    • 366 views

  35. SECURE 2.0 Employer Contribution Credit

    By justanotheradmin,
    • 0 replies
    • 352 views

  36. Perhaps Contrast Amongst Loans and Hardship Distributions; May Only Employed Participants Avail of Hardship Distributions?

    By Kent Allard,
    • 8 replies
    • 1.4k views

  37. MEP as successor plan... but requiring rollovers into the MEP

    By AlbanyConsultant,
    • 1 reply
    • 621 views

  38. Disaggregation

    By R. Butler,
    • 1 reply
    • 401 views

  39. Traditional 401(k) plan to Safe Harbor 401(k) plan

    By Dougsbpc,
    • 1 reply
    • 395 views

  40. Payroll Order of Operations

    By 401kAllTheWay,
    • 1 reply
    • 524 views

  41. First Time Homebuyer age 37

    By Pammie57,
    • 3 replies
    • 611 views

  42. employees "refusing to share SSN"

    By AlbanyConsultant,
    • 9 replies
    • 1.6k views

  43. Contributions to the solo 401(k) for a QJV with a full-time W-2 job

    By ill,
    • 0 replies
    • 367 views
    • ill
    • ill

  44. safe harbor non-elective

    By thepensionmaven,
    • 1 reply
    • 502 views

  45. Employer contribution tax credit SECURE 2.0, Form 8881

    By justanotheradmin,
    • 0 replies
    • 334 views

  46. 1099 IC Employee for Part of 2023-

    By ratherbereading,
    • 1 reply
    • 603 views

  47. Fiduciary Concerns - Seeking Opinions

    By CuseFan,
    • 21 replies
    • 2.1k views

  48. Which Employees to Pull in Coverage

    By Madison Roberts,
    • 4 replies
    • 547 views

  49. 401k Plan Termination - What Notice Required?

    By waid10,
    • 3 replies
    • 2.7k views

  50. Hardship Distributions from Rollover Accounts; Inquiry If Allowed for Discretionary Contributions

    By Kent Allard,   
    • 2 replies
    • 769 views
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