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401(k) Plans

19,362 topics in this forum

  1. Loan Overpayments

    By kmhaab,
    • 3 replies
    • 1.3k views

  2. Employer Match as Roth

    By metsfan026,
    • 1 reply
    • 490 views

  3. Safe harbor plan and cessation of some participating employers

    By 30Rock,
    • 0 replies
    • 514 views

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

    By Tom,
    • 5 replies
    • 1.8k views

  5. Recordkeeper conversion

    By 401kAllTheWay,   
    • 4 replies
    • 2.7k views

  6. Switch to Elapsed Time?

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  7. 401(k) matching contributions in company stock

    By Vivian J,
    • 0 replies
    • 356 views

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

    By JohnEPNFP,
    • 6 replies
    • 1.4k views

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

    By austin3515,
    • 5 replies
    • 778 views

  10. Is he a more than 5% owner?

    By Soundbc1,
    • 6 replies
    • 1.7k views

  11. Affiliated Service Group

    By Catch22PGM,
    • 6 replies
    • 1.3k views
    • EBP
    • EBP

  12. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen,
    • 5 replies
    • 3.2k views

  13. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 665 views

  14. Safe Harbor Match Issues

    By FishOn,
    • 0 replies
    • 504 views

  15. True Up Contributions

    By khn,
    • 5 replies
    • 987 views

  16. RMD Penalty Abatement

    By austin3515,
    • 4 replies
    • 1.1k views

  17. 2-year 401k plan - audit risk exposure

    By TPApril,
    • 6 replies
    • 1.3k views

  18. LTPT and safe harbor plans

    By Belgarath,
    • 5 replies
    • 1.2k views

  19. Top Heavy Balance Cash/Accrual

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

  20. Affiliated Service Group?

    By Craig Garner,
    • 3 replies
    • 1k views

  21. Tax Credit for Acquired Plans

    By Zoey,
    • 6 replies
    • 1.6k views

  22. ADP SH and ACP testing Required

    By justatester,
    • 2 replies
    • 599 views

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

    By Help_5500EZ_150K,
    • 19 replies
    • 6.3k views

  24. Covered comp tables

    By austin3515,
    • 2 replies
    • 281 views

  25. Prevailing Wage in ADP Test

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

  26. SH Match... Top Heavy

    By Basically,
    • 3 replies
    • 695 views

  27. Plan Document Question

    By khn,
    • 2 replies
    • 709 views

  28. Top Heavy Minimum

    By DocumentDiva,
    • 2 replies
    • 726 views

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

    By Tom,
    • 2 replies
    • 1.7k views

  30. MAX SH NEC %

    By Basically,
    • 4 replies
    • 691 views

  31. Is H-1B Status a nonresident alien

    By karl,
    • 3 replies
    • 901 views

  32. Eligibility Question - Consecutive Months of Service and YOS

    By Rayofsunshine,
    • 3 replies
    • 1k views

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

    By Pensions2020,
    • 0 replies
    • 338 views

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

    By jsample,
    • 1 reply
    • 1.2k views

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

    By Belgarath,
    • 1 reply
    • 750 views

  36. Coverage and Safe Harbor Match

    By DocumentDiva,
    • 3 replies
    • 667 views

  37. After-Tax in-plan rollover to Roth

    By FormsRstillmylife,
    • 3 replies
    • 1.3k views

  38. missed deferral opportunity

    By LANDO,   
    • 1 reply
    • 994 views

  39. Long term Disabilty

    By Dave401k,
    • 0 replies
    • 386 views

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

    By 401 Chaos,
    • 3 replies
    • 1.2k views

  41. Compensation and the minimum gateway test

    By Tom,
    • 2 replies
    • 1.6k views

  42. More than 1% Ownership

    By ahasan,
    • 2 replies
    • 501 views

  43. Change Profit Sharing Formula Mid-Year!

    By Panda,
    • 9 replies
    • 3.2k views

  44. Auto enrollment cessation

    By Dave N,
    • 3 replies
    • 846 views

  45. 401k Plan terminated

    By kcarter430,
    • 4 replies
    • 1.4k views

  46. Sole Prop - retro 401k set up

    By Jakyasar,
    • 6 replies
    • 4.9k views

  47. Allocations Limited by 415

    By ac,
    • 5 replies
    • 1.1k views

  48. Distribution - ineligible?

    By kimso,
    • 6 replies
    • 2k views

  49. Usage of participation agreements

    By TPAAdvisor,
    • 3 replies
    • 930 views

  50. bonus paid post-asset sale

    By AlbanyConsultant,
    • 7 replies
    • 1.2k views
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