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401(k) Plans

19,362 topics in this forum

  1. Deferrals > net s/e comp

    By AlbanyConsultant,
    • 1 reply
    • 522 views

  2. Short sponsor year and full plan year

    By Jakyasar,
    • 8 replies
    • 1.3k views

  3. SHNEC/New Comp - ppt eligibility for PS - include them in New Comp calc or not???

    By bethp38,
    • 4 replies
    • 559 views

  4. Strange question re ADP testing

    By Belgarath,
    • 3 replies
    • 746 views

  5. Super fascninating question - Owners Child is an LTPT

    By austin3515,
    • 11 replies
    • 1.8k views

  6. Earned Income Calculation

    By 415 Limit,
    • 2 replies
    • 537 views

  7. Secure 2.0 and ACA Question

    By Gadgetfreak,
    • 4 replies
    • 850 views

  8. 414(s) Compensation Test on Deferrals

    By Inquiring Mind,
    • 7 replies
    • 4k views

  9. tuition assistance - count it as compensation?

    By AlbanyConsultant,
    • 2 replies
    • 10.4k views

  10. Interpretation LTPT

    By thepensionmaven,
    • 6 replies
    • 677 views

  11. FAILED ADP/ACP TEST and HCEs terminated and already took 100% of their account

    By Pammie57,
    • 12 replies
    • 4.5k views

  12. MEP - do you ever aggregate members for TH min?

    By AlbanyConsultant,
    • 4 replies
    • 566 views

  13. Failed Coverage/11g amendment necessary and statutory exclusions???

    By bethp38,   
    • 5 replies
    • 557 views

  14. Controlled Group Coverage Testing for Employees of Both Members

    By Plan Doc,
    • 3 replies
    • 744 views

  15. Mid year merger of non safe harbor and safe harbor plans

    By 30Rock,
    • 0 replies
    • 574 views

  16. True-up / Benefits Rights and Features

    By jsample,
    • 2 replies
    • 762 views

  17. ADP Testing - Mandatory Aggregation

    By 415 Limit,
    • 1 reply
    • 871 views

  18. NCP Allocation

    By justatester,
    • 2 replies
    • 580 views

  19. Related Companies - an easy example (I think)

    By Tom,
    • 1 reply
    • 768 views

  20. 401k Plan Termination - post termination date contributions?

    By MD-Benefits Guy,
    • 9 replies
    • 4.9k views

  21. Top Heavy Minimum Contribution

    By metsfan026,
    • 3 replies
    • 620 views

  22. Late Deposits Issue - VFCP Qs

    By LANDO,   
    • 4 replies
    • 714 views

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

    By TPApril,
    • 0 replies
    • 397 views

  24. SECURE 2.0 Employer Contribution Credit

    By justanotheradmin,
    • 0 replies
    • 437 views

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

    By Kent Allard,
    • 8 replies
    • 1.5k views

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

    By AlbanyConsultant,
    • 1 reply
    • 691 views

  27. Disaggregation

    By R. Butler,
    • 1 reply
    • 439 views

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

    By Dougsbpc,
    • 1 reply
    • 427 views

  29. Payroll Order of Operations

    By 401kAllTheWay,
    • 1 reply
    • 576 views

  30. First Time Homebuyer age 37

    By Pammie57,
    • 3 replies
    • 662 views

  31. employees "refusing to share SSN"

    By AlbanyConsultant,
    • 9 replies
    • 2.2k views

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

    By ill,
    • 0 replies
    • 410 views
    • ill
    • ill

  33. safe harbor non-elective

    By thepensionmaven,
    • 1 reply
    • 531 views

  34. Employer contribution tax credit SECURE 2.0, Form 8881

    By justanotheradmin,
    • 0 replies
    • 381 views

  35. 1099 IC Employee for Part of 2023-

    By ratherbereading,
    • 1 reply
    • 629 views

  36. Fiduciary Concerns - Seeking Opinions

    By CuseFan,
    • 21 replies
    • 2.4k views

  37. Which Employees to Pull in Coverage

    By Madison Roberts,
    • 4 replies
    • 594 views

  38. 401k Plan Termination - What Notice Required?

    By waid10,
    • 3 replies
    • 3.3k views

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

    By Kent Allard,   
    • 2 replies
    • 949 views

  40. Excess Salary Deferral Contributions

    By Dougsbpc,
    • 3 replies
    • 1k views

  41. Match computation period issue

    By Zach Del,
    • 3 replies
    • 1k views

  42. Employer nonelective or matching contributions as Roth

    By Belgarath,
    • 1 reply
    • 467 views

  43. 2022 5500 not filed and without audit report

    By Tom,
    • 2 replies
    • 764 views

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

    By austin3515,
    • 12 replies
    • 912 views

  45. 402(g) 2022 Failure

    By justatester,
    • 0 replies
    • 346 views

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

    By 30Rock,
    • 6 replies
    • 698 views

  47. Fixed Match Mistakenly Retained When SH Match Adopted

    By Plan Doc,
    • 3 replies
    • 758 views

  48. 2 for 1 match

    By Nic Pospiech,
    • 9 replies
    • 3k views

  49. Spin-off ADP/ACP question

    By roy819,
    • 1 reply
    • 617 views

  50. Safe Harbor 3% for partner

    By Pammie57,
    • 5 replies
    • 1.2k views
    • Bri
    • Bri
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