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401(k) Plans

19,275 topics in this forum

  1. Prevailing Wage in ADP Test

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

  2. SH Match... Top Heavy

    By Basically,
    • 3 replies
    • 657 views

  3. Plan Document Question

    By khn,
    • 2 replies
    • 626 views

  4. Top Heavy Minimum

    By DocumentDiva,
    • 2 replies
    • 613 views

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

    By Tom,
    • 2 replies
    • 1.4k views

  6. Forms for ER Contributions as Roth - SECURE 2.0

    By justanotheradmin,
    • 2 replies
    • 717 views

  7. Match computation period issue

    By Zach Del,
    • 3 replies
    • 933 views

  8. MAX SH NEC %

    By Basically,
    • 4 replies
    • 620 views

  9. Is H-1B Status a nonresident alien

    By karl,
    • 3 replies
    • 764 views

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

    By Pensions2020,
    • 0 replies
    • 306 views

  11. Eligibility Question - Consecutive Months of Service and YOS

    By Rayofsunshine,
    • 3 replies
    • 922 views

  12. True Up Contributions

    By khn,
    • 5 replies
    • 935 views

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

    By jsample,
    • 1 reply
    • 1.1k views

  14. Coverage and Safe Harbor Match

    By DocumentDiva,
    • 3 replies
    • 612 views

  15. missed deferral opportunity

    By LANDO,   
    • 1 reply
    • 935 views

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

    By Belgarath,
    • 1 reply
    • 695 views

  17. Long term Disabilty

    By Dave401k,
    • 0 replies
    • 344 views

  18. More than 1% Ownership

    By ahasan,
    • 2 replies
    • 455 views

  19. Plan Termination Where Plan Sponsor / Administrator Bankrupt / Letter of Direction to Recordkeeper

    By 401 Chaos,
    • 3 replies
    • 989 views

  20. Compensation and the minimum gateway test

    By Tom,
    • 2 replies
    • 1.3k views

  21. Auto enrollment cessation

    By Dave N,
    • 3 replies
    • 767 views

  22. Change Profit Sharing Formula Mid-Year!

    By Panda,
    • 9 replies
    • 2.7k views

  23. After-Tax in-plan rollover to Roth

    By FormsRstillmylife,
    • 3 replies
    • 936 views

  24. Sole Prop - retro 401k set up

    By Jakyasar,
    • 6 replies
    • 2.9k views

  25. 401k Plan terminated

    By kcarter430,
    • 4 replies
    • 1.1k views

  26. Allocations Limited by 415

    By ac,
    • 5 replies
    • 969 views

  27. Special Tax Notice

    By austin3515,
    • 12 replies
    • 2.6k views

  28. bonus paid post-asset sale

    By AlbanyConsultant,
    • 7 replies
    • 1.1k views

  29. Self-Certification of Hardship Distributions

    By metsfan026,
    • 1 reply
    • 985 views

  30. 1099-R coding for rollover of taxable amount to Roth IRA

    By Tom,
    • 2 replies
    • 2.5k views
    • Tom
    • Tom

  31. Employer match of Roth 401k

    By thepensionmaven,
    • 4 replies
    • 12.1k views

  32. Mistaken Employer Contribution

    By Gadgetfreak,
    • 2 replies
    • 1.1k views

  33. Allowing 401(k) but Excluding From Safe Harbor Match

    By metsfan026,
    • 3 replies
    • 619 views

  34. Part-Time Employee Exclusions & Secure Act

    By metsfan026,
    • 6 replies
    • 1.6k views

  35. Plan Mergers/Controlled Group

    By KevinMc,
    • 3 replies
    • 757 views

  36. Employer Contribution Tax Credit / FICA Wages

    By austin3515,
    • 3 replies
    • 472 views

  37. LTPT Questions that thread the needle

    By austin3515,
    • 3 replies
    • 842 views

  38. Is top heavy required under 401k plan?

    By Jakyasar,
    • 4 replies
    • 484 views

  39. M&A Question

    By KJJ-TPA,
    • 3 replies
    • 633 views

  40. 402g limit exceeded

    By J Simmons,
    • 2 replies
    • 834 views

  41. 401(k) Plan Transferred to PEP

    By WBTPA,
    • 1 reply
    • 637 views

  42. Top-Heavy/Key-Employee question

    By Tom,
    • 10 replies
    • 1.5k views

  43. Oh my Lord can someone please call Congress and tell them to stop???

    By austin3515,
    • 27 replies
    • 3.5k views

  44. Eligibility for 401(k) & Safe Harbor

    By metsfan026,
    • 1 reply
    • 471 views

  45. Filed 5500-SF instead of 5500-EZ for several years – can I switch?

    By user12,
    • 2 replies
    • 1.7k views

  46. Top Heavy Minimum and New Comparability Calc

    By lisan1025,
    • 5 replies
    • 763 views

  47. PS allocation condition beyond plan year end?

    By WCC,
    • 2 replies
    • 701 views

  48. PTLT

    By thepensionmaven,
    • 12 replies
    • 1.3k views

  49. No control group.. 415 limit

    By Basically,
    • 5 replies
    • 525 views

  50. Involuntary cashout correction

    By 30Rock,
    • 2 replies
    • 624 views
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