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401(k) Plans

19,275 topics in this forum

  1. Disaggregation

    By R. Butler,
    • 1 reply
    • 401 views

  2. 401k Plan Termination - post termination date contributions?

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

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

    By Kent Allard,
    • 8 replies
    • 1.4k views

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

    By Dougsbpc,
    • 1 reply
    • 395 views

  5. Payroll Order of Operations

    By 401kAllTheWay,
    • 1 reply
    • 524 views

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

    By AlbanyConsultant,
    • 1 reply
    • 621 views

  7. Processing delays with Nationwide

    By AndyH,
    • 13 replies
    • 6.5k views

  8. First Time Homebuyer age 37

    By Pammie57,
    • 3 replies
    • 611 views

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

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

  10. safe harbor non-elective

    By thepensionmaven,
    • 1 reply
    • 502 views

  11. employees "refusing to share SSN"

    By AlbanyConsultant,
    • 9 replies
    • 1.6k views

  12. Employer contribution tax credit SECURE 2.0, Form 8881

    By justanotheradmin,
    • 0 replies
    • 334 views

  13. 1099 IC Employee for Part of 2023-

    By ratherbereading,
    • 1 reply
    • 603 views

  14. 401k Plan Termination - What Notice Required?

    By waid10,
    • 3 replies
    • 2.7k views

  15. Which Employees to Pull in Coverage

    By Madison Roberts,
    • 4 replies
    • 547 views

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

    By Kent Allard,   
    • 2 replies
    • 769 views

  17. Fiduciary Concerns - Seeking Opinions

    By CuseFan,
    • 21 replies
    • 2.1k views

  18. Employer nonelective or matching contributions as Roth

    By Belgarath,
    • 1 reply
    • 419 views

  19. Excess Salary Deferral Contributions

    By Dougsbpc,
    • 3 replies
    • 904 views

  20. SECURE 2.0 60-63 CAtch-ups - Optional or Mandatory?

    By austin3515,
    • 13 replies
    • 5.4k views

  21. 402(g) 2022 Failure

    By justatester,
    • 0 replies
    • 304 views

  22. 2022 5500 not filed and without audit report

    By Tom,
    • 2 replies
    • 699 views

  23. Spin-off ADP/ACP question

    By roy819,
    • 1 reply
    • 509 views

  24. Options for a participating employer in a safe harbor plan when there is a purchase

    By 30Rock,
    • 6 replies
    • 615 views

  25. Annual Match Calculation Excluding Comp Prior to When they first contributed

    By austin3515,
    • 12 replies
    • 792 views

  26. Fixed Match Mistakenly Retained When SH Match Adopted

    By Plan Doc,
    • 3 replies
    • 669 views

  27. Loan Overpayments

    By kmhaab,
    • 3 replies
    • 1.1k views

  28. Safe harbor plan and cessation of some participating employers

    By 30Rock,
    • 0 replies
    • 463 views

  29. Employer Match as Roth

    By metsfan026,
    • 1 reply
    • 453 views

  30. Safe Harbor 3% for partner

    By Pammie57,
    • 5 replies
    • 1.1k views
    • Bri
    • Bri

  31. 401(k) matching contributions in company stock

    By Vivian J,
    • 0 replies
    • 320 views

  32. 2 for 1 match

    By Nic Pospiech,
    • 9 replies
    • 2.4k views

  33. Shout out to my TPA Peeps on 1099-Rs

    By austin3515,
    • 5 replies
    • 596 views

  34. Life Insurance surrender and investing CSV into other plan assets

    By JohnEPNFP,
    • 6 replies
    • 1.3k views

  35. Is he a more than 5% owner?

    By Soundbc1,
    • 6 replies
    • 1.4k views

  36. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen,
    • 5 replies
    • 2.6k views

  37. Switch to Elapsed Time?

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  38. Affiliated Service Group

    By Catch22PGM,
    • 6 replies
    • 1.1k views
    • EBP
    • EBP

  39. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 589 views

  40. Safe Harbor Match Issues

    By FishOn,
    • 0 replies
    • 477 views

  41. LTPT and safe harbor plans

    By Belgarath,
    • 5 replies
    • 1.1k views

  42. 2-year 401k plan - audit risk exposure

    By TPApril,
    • 6 replies
    • 1.2k views

  43. RMD Penalty Abatement

    By austin3515,
    • 4 replies
    • 1k views

  44. Tax Credit for Acquired Plans

    By Zoey,
    • 6 replies
    • 1.3k views

  45. Affiliated Service Group?

    By Craig Garner,
    • 3 replies
    • 878 views

  46. Top Heavy Balance Cash/Accrual

    By AmyETPA,
    • 4 replies
    • 803 views
    • Bri
    • Bri

  47. ADP SH and ACP testing Required

    By justatester,
    • 2 replies
    • 556 views

  48. Covered comp tables

    By austin3515,
    • 2 replies
    • 257 views

  49. Voluntary Contribution and Roth Conversion

    By Basically,
    • 11 replies
    • 1.1k views

  50. Employer Contributions for SIMPLE to 401(k) SECURE 2.0

    By justanotheradmin,
    • 30 replies
    • 4.7k views
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