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401(k) Plans

19,275 topics in this forum

  1. Excess Salary Deferral Contributions

    By Dougsbpc,
    • 3 replies
    • 904 views

  2. Match computation period issue

    By Zach Del,
    • 3 replies
    • 933 views

  3. Employer nonelective or matching contributions as Roth

    By Belgarath,
    • 1 reply
    • 419 views

  4. 2022 5500 not filed and without audit report

    By Tom,
    • 2 replies
    • 699 views

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

    By austin3515,
    • 12 replies
    • 792 views

  6. 402(g) 2022 Failure

    By justatester,
    • 0 replies
    • 304 views

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

    By 30Rock,
    • 6 replies
    • 615 views

  8. Fixed Match Mistakenly Retained When SH Match Adopted

    By Plan Doc,
    • 3 replies
    • 669 views

  9. 2 for 1 match

    By Nic Pospiech,
    • 9 replies
    • 2.4k views

  10. Spin-off ADP/ACP question

    By roy819,
    • 1 reply
    • 509 views

  11. Safe Harbor 3% for partner

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

  12. Loan Overpayments

    By kmhaab,
    • 3 replies
    • 1.1k views

  13. Employer Match as Roth

    By metsfan026,
    • 1 reply
    • 452 views

  14. Safe harbor plan and cessation of some participating employers

    By 30Rock,
    • 0 replies
    • 463 views

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

    By Tom,
    • 5 replies
    • 1.5k views

  16. Recordkeeper conversion

    By 401kAllTheWay,   
    • 4 replies
    • 2k views

  17. Switch to Elapsed Time?

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  18. 401(k) matching contributions in company stock

    By Vivian J,
    • 0 replies
    • 320 views

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

    By JohnEPNFP,
    • 6 replies
    • 1.3k views

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

    By austin3515,
    • 5 replies
    • 596 views

  21. Is he a more than 5% owner?

    By Soundbc1,
    • 6 replies
    • 1.4k views

  22. Affiliated Service Group

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

  23. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen,
    • 5 replies
    • 2.6k views

  24. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 589 views

  25. Safe Harbor Match Issues

    By FishOn,
    • 0 replies
    • 477 views

  26. True Up Contributions

    By khn,
    • 5 replies
    • 935 views

  27. RMD Penalty Abatement

    By austin3515,
    • 4 replies
    • 1k views

  28. 2-year 401k plan - audit risk exposure

    By TPApril,
    • 6 replies
    • 1.2k views

  29. LTPT and safe harbor plans

    By Belgarath,
    • 5 replies
    • 1.1k views

  30. Top Heavy Balance Cash/Accrual

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

  31. Affiliated Service Group?

    By Craig Garner,
    • 3 replies
    • 878 views

  32. Tax Credit for Acquired Plans

    By Zoey,
    • 6 replies
    • 1.3k views

  33. ADP SH and ACP testing Required

    By justatester,
    • 2 replies
    • 556 views

  34. Help - 5500EZ (Solo 401K) - $150K penalty notice CP 220

    By Help_5500EZ_150K,
    • 19 replies
    • 4.9k views

  35. Covered comp tables

    By austin3515,
    • 2 replies
    • 257 views

  36. Prevailing Wage in ADP Test

    By Catch22PGM,
    • 1 reply
    • 781 views
    • Bri
    • Bri

  37. SH Match... Top Heavy

    By Basically,
    • 3 replies
    • 657 views

  38. Plan Document Question

    By khn,
    • 2 replies
    • 626 views

  39. Top Heavy Minimum

    By DocumentDiva,
    • 2 replies
    • 613 views

  40. Changing from pay-period safe harbor match to annual match

    By Tom,
    • 2 replies
    • 1.4k views

  41. MAX SH NEC %

    By Basically,
    • 4 replies
    • 620 views

  42. Is H-1B Status a nonresident alien

    By karl,
    • 3 replies
    • 764 views

  43. Eligibility Question - Consecutive Months of Service and YOS

    By Rayofsunshine,
    • 3 replies
    • 922 views

  44. Merge Plans Mid Year with QACA and Enhanced SH Formulas

    By Pensions2020,
    • 0 replies
    • 306 views

  45. Auto enrollment for plans that join a PEP or MEP which was established after 12/29/2022

    By jsample,
    • 1 reply
    • 1.1k views

  46. Safe harbor nonelective plan - mid year amendment to exclude bonuses

    By Belgarath,
    • 1 reply
    • 695 views

  47. Coverage and Safe Harbor Match

    By DocumentDiva,
    • 3 replies
    • 612 views

  48. After-Tax in-plan rollover to Roth

    By FormsRstillmylife,
    • 3 replies
    • 936 views

  49. missed deferral opportunity

    By LANDO,   
    • 1 reply
    • 935 views

  50. Long term Disabilty

    By Dave401k,
    • 0 replies
    • 344 views
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