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401(k) Plans

19,294 topics in this forum

  1. Top Heavy Minimum Contribution

    By metsfan026,
    • 3 replies
    • 557 views

  2. Late Deposits Issue - VFCP Qs

    By LANDO,   
    • 4 replies
    • 658 views

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

    By TPApril,
    • 0 replies
    • 373 views

  4. SECURE 2.0 Employer Contribution Credit

    By justanotheradmin,
    • 0 replies
    • 363 views

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

    By Kent Allard,
    • 8 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 1 reply
    • 634 views

  7. Disaggregation

    By R. Butler,
    • 1 reply
    • 410 views

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

    By Dougsbpc,
    • 1 reply
    • 400 views

  9. Payroll Order of Operations

    By 401kAllTheWay,
    • 1 reply
    • 528 views

  10. First Time Homebuyer age 37

    By Pammie57,
    • 3 replies
    • 616 views

  11. employees "refusing to share SSN"

    By AlbanyConsultant,
    • 9 replies
    • 1.7k views

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

    By ill,
    • 0 replies
    • 373 views
    • ill
    • ill

  13. safe harbor non-elective

    By thepensionmaven,
    • 1 reply
    • 508 views

  14. Employer contribution tax credit SECURE 2.0, Form 8881

    By justanotheradmin,
    • 0 replies
    • 342 views

  15. 1099 IC Employee for Part of 2023-

    By ratherbereading,
    • 1 reply
    • 607 views

  16. Fiduciary Concerns - Seeking Opinions

    By CuseFan,
    • 21 replies
    • 2.2k views

  17. Which Employees to Pull in Coverage

    By Madison Roberts,
    • 4 replies
    • 556 views

  18. 401k Plan Termination - What Notice Required?

    By waid10,
    • 3 replies
    • 2.9k views

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

    By Kent Allard,   
    • 2 replies
    • 792 views

  20. Excess Salary Deferral Contributions

    By Dougsbpc,
    • 3 replies
    • 925 views

  21. Match computation period issue

    By Zach Del,
    • 3 replies
    • 942 views

  22. Employer nonelective or matching contributions as Roth

    By Belgarath,
    • 1 reply
    • 430 views

  23. 2022 5500 not filed and without audit report

    By Tom,
    • 2 replies
    • 716 views

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

    By austin3515,
    • 12 replies
    • 811 views

  25. 402(g) 2022 Failure

    By justatester,
    • 0 replies
    • 318 views

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

    By 30Rock,
    • 6 replies
    • 631 views

  27. Fixed Match Mistakenly Retained When SH Match Adopted

    By Plan Doc,
    • 3 replies
    • 684 views

  28. 2 for 1 match

    By Nic Pospiech,
    • 9 replies
    • 2.4k views

  29. Spin-off ADP/ACP question

    By roy819,
    • 1 reply
    • 529 views

  30. Safe Harbor 3% for partner

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

  31. Loan Overpayments

    By kmhaab,
    • 3 replies
    • 1.1k views

  32. Employer Match as Roth

    By metsfan026,
    • 1 reply
    • 462 views

  33. Safe harbor plan and cessation of some participating employers

    By 30Rock,
    • 0 replies
    • 475 views

  34. removal of spousal consent when not required under K plan

    By Tom,
    • 5 replies
    • 1.6k views

  35. Recordkeeper conversion

    By 401kAllTheWay,   
    • 4 replies
    • 2.1k views

  36. Switch to Elapsed Time?

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  37. 401(k) matching contributions in company stock

    By Vivian J,
    • 0 replies
    • 328 views

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

    By JohnEPNFP,
    • 6 replies
    • 1.3k views

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

    By austin3515,
    • 5 replies
    • 623 views

  40. Is he a more than 5% owner?

    By Soundbc1,
    • 6 replies
    • 1.4k views

  41. Affiliated Service Group

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

  42. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen,
    • 5 replies
    • 2.7k views

  43. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 604 views

  44. Safe Harbor Match Issues

    By FishOn,
    • 0 replies
    • 482 views

  45. True Up Contributions

    By khn,
    • 5 replies
    • 945 views

  46. RMD Penalty Abatement

    By austin3515,
    • 4 replies
    • 1.1k views

  47. 2-year 401k plan - audit risk exposure

    By TPApril,
    • 6 replies
    • 1.2k views

  48. LTPT and safe harbor plans

    By Belgarath,
    • 5 replies
    • 1.1k views

  49. Top Heavy Balance Cash/Accrual

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

  50. Affiliated Service Group?

    By Craig Garner,
    • 3 replies
    • 906 views
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