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401(k) Plans

19,363 topics in this forum

  1. Prevailing wage in a safe harbor 401(k) plan

    By Just Tri,
    • 1 reply
    • 309 views

  2. Indirect ownership

    By MGOAdmin,
    • 0 replies
    • 254 views

  3. 80/120 Rule

    By BPG916,
    • 4 replies
    • 506 views

  4. A Real Problem

    By rblum50,
    • 9 replies
    • 893 views

  5. Cashing Out Stock Options (Rather than Exercising) and 415 Compensation Definition

    By 401 Chaos,
    • 5 replies
    • 1.8k views

  6. Income Tax Withholding on Elective Deferrals

    By M_2015,
    • 4 replies
    • 895 views

  7. Mid-Year Change for 401(k) Safe Harbor

    By Transplant,
    • 3 replies
    • 794 views

  8. Will recordkeepers be ready to process the saver’s match?

    By Peter Gulia,
    • 5 replies
    • 488 views

  9. Contributions and matching after 401(a)(17) limit has been reached?

    By MD-Benefits Guy,
    • 13 replies
    • 2.2k views

  10. Failed 414s test in safe harbor plan

    By 30Rock,
    • 3 replies
    • 463 views

  11. Mistake of Fact for multiemployer plan

    By roy819,
    • 1 reply
    • 374 views

  12. Can Plan just disappear?

    By TPApril,
    • 12 replies
    • 841 views

  13. Partial Plan Termination - No Account Balance

    By Vlad401k,
    • 1 reply
    • 336 views

  14. Removing Participating Employer as of Purchase Date

    By khn,
    • 8 replies
    • 812 views

  15. Wife of Highly Paid Individual

    By Pixie,
    • 2 replies
    • 748 views

  16. Last date to change SH Match to SH Nonelective

    By ConnieStorer,
    • 12 replies
    • 1.1k views

  17. 2 Partners only in LLC taxed as an S Corp.

    By DDB BN,
    • 11 replies
    • 992 views

  18. 401(k) Plan Mega Roth Backdoor After Tax Contributions

    By VIkram Aurora, QPA, QKC,
    • 19 replies
    • 2.8k views

  19. financial advisor buys their client... and is still getting paid

    By AlbanyConsultant,
    • 1 reply
    • 640 views

  20. Adding QACA to an existing safe harbor match plan

    By Santo Gold,
    • 0 replies
    • 287 views

  21. After Tax (Mega Roth)

    By Kattdogg12,
    • 7 replies
    • 679 views

  22. Form 5330

    By 52626,
    • 6 replies
    • 951 views

  23. SECURE Act Amendments for 401(k)

    By kgr12,
    • 2 replies
    • 485 views

  24. Non-Profit and For Profit

    By austin3515,
    • 11 replies
    • 2.9k views

  25. Top-Heavy Safe-Harbor

    By Bruce1,
    • 7 replies
    • 1k views

  26. Terminating DC plan with J&S

    By Brenda Wren,
    • 5 replies
    • 803 views

  27. Former EE requesting SPD from 23 years ago

    By Brenda Wren,
    • 8 replies
    • 1.2k views

  28. Student Loan Matching Form

    By austin3515,
    • 6 replies
    • 445 views

  29. ADP Corrective Distributions and Top Heavy Balances

    By justatester,
    • 1 reply
    • 427 views
    • Bri
    • Bri

  30. Is there any big recordkeeper not using a Roth catch-up indicator?

    By Peter Gulia,
    • 7 replies
    • 1k views

  31. Hardship for Preventative Home "Repair"

    By BTG,
    • 3 replies
    • 700 views

  32. How to Handle Match Formula

    By mming,
    • 2 replies
    • 499 views

  33. Processing deferrals before payroll date

    By BG5150,
    • 3 replies
    • 782 views

  34. SIMPLE IRA & Mid-Year SH 401(k) - Separate Plan Sponsors

    By OrderOfOps,
    • 4 replies
    • 998 views

  35. Roth Catch up required or not

    By DDB BN,
    • 6 replies
    • 767 views

  36. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom,
    • 1 reply
    • 371 views

  37. New Roth Catch-Up Rules

    By Connor,
    • 6 replies
    • 645 views

  38. safe harbor for those still employed on LDOY only

    By Tom,
    • 8 replies
    • 542 views

  39. 5500 filed last year but number of account balances now under 100

    By Pixie,
    • 1 reply
    • 309 views

  40. May we recharacterize deferrals mistakenly processed as Roth back to a participant’s proper non-Roth?

    By Peter Gulia,
    • 5 replies
    • 503 views

  41. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 1.4k views

  42. LTPT

    By thepensionmaven,
    • 0 replies
    • 278 views

  43. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 1k views

  44. Technical Amendment Due To Mistake At Plan Setup

    By metsfan026,
    • 6 replies
    • 772 views

  45. Prior year testing for first plan test

    By 30Rock,
    • 3 replies
    • 522 views

  46. Receivable Contributions & RMD

    By metsfan026,
    • 2 replies
    • 347 views

  47. Mandatory Roth Catch-up for SE comp, W-2 combo

    By ejohnke,
    • 2 replies
    • 469 views

  48. Lawsuit settlement - contributions to 401(k)?

    By Belgarath,
    • 2 replies
    • 1.2k views

  49. HCEs excluded for SH

    By TH 401k,
    • 17 replies
    • 1.4k views

  50. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 677 views
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