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401(k) Plans

19,332 topics in this forum

  1. ADP Testing - Mandatory Aggregation

    By 415 Limit,
    • 1 reply
    • 838 views

  2. True-up / Benefits Rights and Features

    By jsample,
    • 2 replies
    • 746 views

  3. Top Heavy Minimum Contribution

    By metsfan026,
    • 3 replies
    • 586 views

  4. ROTH Deferral... Too Late?

    By Basically,
    • 11 replies
    • 1.1k views

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

    By TPApril,
    • 0 replies
    • 388 views

  6. SECURE 2.0 Employer Contribution Credit

    By justanotheradmin,
    • 0 replies
    • 396 views

  7. Late Deposits Issue - VFCP Qs

    By LANDO,   
    • 4 replies
    • 696 views

  8. Disaggregation

    By R. Butler,
    • 1 reply
    • 426 views

  9. 401k Plan Termination - post termination date contributions?

    By MD-Benefits Guy,
    • 9 replies
    • 4.5k views

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

    By Kent Allard,
    • 8 replies
    • 1.5k views

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

    By Dougsbpc,
    • 1 reply
    • 411 views

  12. Payroll Order of Operations

    By 401kAllTheWay,
    • 1 reply
    • 552 views

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

    By AlbanyConsultant,
    • 1 reply
    • 666 views

  14. Processing delays with Nationwide

    By AndyH,
    • 13 replies
    • 7.1k views

  15. First Time Homebuyer age 37

    By Pammie57,
    • 3 replies
    • 644 views

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

    By ill,
    • 0 replies
    • 393 views
    • ill
    • ill

  17. safe harbor non-elective

    By thepensionmaven,
    • 1 reply
    • 517 views

  18. employees "refusing to share SSN"

    By AlbanyConsultant,
    • 9 replies
    • 2k views

  19. Employer contribution tax credit SECURE 2.0, Form 8881

    By justanotheradmin,
    • 0 replies
    • 359 views

  20. 1099 IC Employee for Part of 2023-

    By ratherbereading,
    • 1 reply
    • 619 views

  21. 401k Plan Termination - What Notice Required?

    By waid10,
    • 3 replies
    • 3.1k views

  22. Which Employees to Pull in Coverage

    By Madison Roberts,
    • 4 replies
    • 575 views

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

    By Kent Allard,   
    • 2 replies
    • 877 views

  24. Fiduciary Concerns - Seeking Opinions

    By CuseFan,
    • 21 replies
    • 2.3k views

  25. Employer nonelective or matching contributions as Roth

    By Belgarath,
    • 1 reply
    • 448 views

  26. Excess Salary Deferral Contributions

    By Dougsbpc,
    • 3 replies
    • 979 views

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

    By austin3515,
    • 13 replies
    • 5.7k views

  28. 402(g) 2022 Failure

    By justatester,
    • 0 replies
    • 333 views

  29. 2022 5500 not filed and without audit report

    By Tom,
    • 2 replies
    • 746 views

  30. Spin-off ADP/ACP question

    By roy819,
    • 1 reply
    • 569 views

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

    By 30Rock,
    • 6 replies
    • 669 views

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

    By austin3515,
    • 12 replies
    • 860 views

  33. Fixed Match Mistakenly Retained When SH Match Adopted

    By Plan Doc,
    • 3 replies
    • 718 views

  34. Loan Overpayments

    By kmhaab,
    • 3 replies
    • 1.2k views

  35. Safe harbor plan and cessation of some participating employers

    By 30Rock,
    • 0 replies
    • 490 views

  36. Employer Match as Roth

    By metsfan026,
    • 1 reply
    • 474 views

  37. Safe Harbor 3% for partner

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

  38. 401(k) matching contributions in company stock

    By Vivian J,
    • 0 replies
    • 341 views

  39. 2 for 1 match

    By Nic Pospiech,
    • 9 replies
    • 2.8k views

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

    By austin3515,
    • 5 replies
    • 721 views

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

    By JohnEPNFP,
    • 6 replies
    • 1.4k views

  42. Is he a more than 5% owner?

    By Soundbc1,
    • 6 replies
    • 1.6k views

  43. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen,
    • 5 replies
    • 2.9k views

  44. Switch to Elapsed Time?

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  45. Affiliated Service Group

    By Catch22PGM,
    • 6 replies
    • 1.2k views
    • EBP
    • EBP

  46. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 635 views

  47. Safe Harbor Match Issues

    By FishOn,
    • 0 replies
    • 492 views

  48. LTPT and safe harbor plans

    By Belgarath,
    • 5 replies
    • 1.2k views

  49. 2-year 401k plan - audit risk exposure

    By TPApril,
    • 6 replies
    • 1.2k views

  50. RMD Penalty Abatement

    By austin3515,
    • 4 replies
    • 1.1k views
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