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401(k) Plans

19,317 topics in this forum

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

    By 30Rock,
    • 6 replies
    • 647 views

  2. Fixed Match Mistakenly Retained When SH Match Adopted

    By Plan Doc,
    • 3 replies
    • 706 views

  3. 2 for 1 match

    By Nic Pospiech,
    • 9 replies
    • 2.6k views

  4. Spin-off ADP/ACP question

    By roy819,
    • 1 reply
    • 558 views

  5. Safe Harbor 3% for partner

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

  6. Loan Overpayments

    By kmhaab,
    • 3 replies
    • 1.2k views

  7. Employer Match as Roth

    By metsfan026,
    • 1 reply
    • 471 views

  8. Safe harbor plan and cessation of some participating employers

    By 30Rock,
    • 0 replies
    • 487 views

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

    By Tom,
    • 5 replies
    • 1.7k views

  10. Recordkeeper conversion

    By 401kAllTheWay,   
    • 4 replies
    • 2.4k views

  11. Switch to Elapsed Time?

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  12. 401(k) matching contributions in company stock

    By Vivian J,
    • 0 replies
    • 336 views

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

    By JohnEPNFP,
    • 6 replies
    • 1.4k views

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

    By austin3515,
    • 5 replies
    • 662 views

  15. Is he a more than 5% owner?

    By Soundbc1,
    • 6 replies
    • 1.5k views

  16. Affiliated Service Group

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

  17. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen,
    • 5 replies
    • 2.8k views

  18. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 625 views

  19. Safe Harbor Match Issues

    By FishOn,
    • 0 replies
    • 489 views

  20. True Up Contributions

    By khn,
    • 5 replies
    • 958 views

  21. RMD Penalty Abatement

    By austin3515,
    • 4 replies
    • 1.1k views

  22. 2-year 401k plan - audit risk exposure

    By TPApril,
    • 6 replies
    • 1.2k views

  23. LTPT and safe harbor plans

    By Belgarath,
    • 5 replies
    • 1.2k views

  24. Top Heavy Balance Cash/Accrual

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

  25. Affiliated Service Group?

    By Craig Garner,
    • 3 replies
    • 954 views

  26. Tax Credit for Acquired Plans

    By Zoey,
    • 6 replies
    • 1.5k views

  27. ADP SH and ACP testing Required

    By justatester,
    • 2 replies
    • 572 views

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

    By Help_5500EZ_150K,
    • 19 replies
    • 5.5k views

  29. Covered comp tables

    By austin3515,
    • 2 replies
    • 269 views

  30. Prevailing Wage in ADP Test

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

  31. SH Match... Top Heavy

    By Basically,
    • 3 replies
    • 667 views

  32. Plan Document Question

    By khn,
    • 2 replies
    • 659 views

  33. Top Heavy Minimum

    By DocumentDiva,
    • 2 replies
    • 647 views

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

    By Tom,
    • 2 replies
    • 1.6k views

  35. MAX SH NEC %

    By Basically,
    • 4 replies
    • 650 views

  36. Is H-1B Status a nonresident alien

    By karl,
    • 3 replies
    • 829 views

  37. Eligibility Question - Consecutive Months of Service and YOS

    By Rayofsunshine,
    • 3 replies
    • 967 views

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

    By Pensions2020,
    • 0 replies
    • 319 views

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

    By jsample,
    • 1 reply
    • 1.1k views

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

    By Belgarath,
    • 1 reply
    • 714 views

  41. Coverage and Safe Harbor Match

    By DocumentDiva,
    • 3 replies
    • 640 views

  42. After-Tax in-plan rollover to Roth

    By FormsRstillmylife,
    • 3 replies
    • 996 views

  43. missed deferral opportunity

    By LANDO,   
    • 1 reply
    • 959 views

  44. Long term Disabilty

    By Dave401k,
    • 0 replies
    • 361 views

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

    By 401 Chaos,
    • 3 replies
    • 1.1k views

  46. Compensation and the minimum gateway test

    By Tom,
    • 2 replies
    • 1.4k views

  47. More than 1% Ownership

    By ahasan,
    • 2 replies
    • 478 views

  48. Change Profit Sharing Formula Mid-Year!

    By Panda,
    • 9 replies
    • 2.9k views

  49. Auto enrollment cessation

    By Dave N,
    • 3 replies
    • 807 views

  50. 401k Plan terminated

    By kcarter430,
    • 4 replies
    • 1.2k views
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