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401(k) Plans

19,321 topics in this forum

  1. Employer nonelective or matching contributions as Roth

    By Belgarath,
    • 1 reply
    • 445 views

  2. 2022 5500 not filed and without audit report

    By Tom,
    • 2 replies
    • 743 views

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

    By austin3515,
    • 12 replies
    • 845 views

  4. 402(g) 2022 Failure

    By justatester,
    • 0 replies
    • 329 views

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

    By 30Rock,
    • 6 replies
    • 663 views

  6. Fixed Match Mistakenly Retained When SH Match Adopted

    By Plan Doc,
    • 3 replies
    • 711 views

  7. 2 for 1 match

    By Nic Pospiech,
    • 9 replies
    • 2.6k views

  8. Spin-off ADP/ACP question

    By roy819,
    • 1 reply
    • 561 views

  9. Safe Harbor 3% for partner

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

  10. Loan Overpayments

    By kmhaab,
    • 3 replies
    • 1.2k views

  11. Employer Match as Roth

    By metsfan026,
    • 1 reply
    • 474 views

  12. Safe harbor plan and cessation of some participating employers

    By 30Rock,
    • 0 replies
    • 490 views

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

    By Tom,
    • 5 replies
    • 1.7k views

  14. Recordkeeper conversion

    By 401kAllTheWay,   
    • 4 replies
    • 2.4k views

  15. Switch to Elapsed Time?

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  16. 401(k) matching contributions in company stock

    By Vivian J,
    • 0 replies
    • 339 views

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

    By JohnEPNFP,
    • 6 replies
    • 1.4k views

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

    By austin3515,
    • 5 replies
    • 692 views

  19. Is he a more than 5% owner?

    By Soundbc1,
    • 6 replies
    • 1.5k views

  20. Affiliated Service Group

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

  21. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen,
    • 5 replies
    • 2.9k views

  22. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 632 views

  23. Safe Harbor Match Issues

    By FishOn,
    • 0 replies
    • 491 views

  24. True Up Contributions

    By khn,
    • 5 replies
    • 966 views

  25. RMD Penalty Abatement

    By austin3515,
    • 4 replies
    • 1.1k views

  26. 2-year 401k plan - audit risk exposure

    By TPApril,
    • 6 replies
    • 1.2k views

  27. LTPT and safe harbor plans

    By Belgarath,
    • 5 replies
    • 1.2k views

  28. Top Heavy Balance Cash/Accrual

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

  29. Affiliated Service Group?

    By Craig Garner,
    • 3 replies
    • 962 views

  30. Tax Credit for Acquired Plans

    By Zoey,
    • 6 replies
    • 1.5k views

  31. ADP SH and ACP testing Required

    By justatester,
    • 2 replies
    • 577 views

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

    By Help_5500EZ_150K,
    • 19 replies
    • 5.6k views

  33. Covered comp tables

    By austin3515,
    • 2 replies
    • 269 views

  34. Prevailing Wage in ADP Test

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

  35. SH Match... Top Heavy

    By Basically,
    • 3 replies
    • 672 views

  36. Plan Document Question

    By khn,
    • 2 replies
    • 662 views

  37. Top Heavy Minimum

    By DocumentDiva,
    • 2 replies
    • 654 views

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

    By Tom,
    • 2 replies
    • 1.6k views

  39. MAX SH NEC %

    By Basically,
    • 4 replies
    • 654 views

  40. Is H-1B Status a nonresident alien

    By karl,
    • 3 replies
    • 844 views

  41. Eligibility Question - Consecutive Months of Service and YOS

    By Rayofsunshine,
    • 3 replies
    • 982 views

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

    By Pensions2020,
    • 0 replies
    • 322 views

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

    By jsample,
    • 1 reply
    • 1.1k views

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

    By Belgarath,
    • 1 reply
    • 716 views

  45. Coverage and Safe Harbor Match

    By DocumentDiva,
    • 3 replies
    • 646 views

  46. After-Tax in-plan rollover to Roth

    By FormsRstillmylife,
    • 3 replies
    • 1k views

  47. missed deferral opportunity

    By LANDO,   
    • 1 reply
    • 964 views

  48. Long term Disabilty

    By Dave401k,
    • 0 replies
    • 364 views

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

    By 401 Chaos,
    • 3 replies
    • 1.1k views

  50. Compensation and the minimum gateway test

    By Tom,
    • 2 replies
    • 1.4k views
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