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401(k) Plans

19,423 topics in this forum

  1. Death in the middle of a 401k rollover distributions

    By chris-c-thomas,   
    • 1 reply
    • 870 views

  2. Existing Loan & Plan Termination

    By metsfan026,
    • 5 replies
    • 5.3k views

  3. Converting a SIMPLE IRA to a Safe Harbor 401k (and max the owners at 415)

    By austin3515,
    • 2 replies
    • 1.2k views

  4. ACP refund due... but this year's match not deposited yet

    By AlbanyConsultant,
    • 8 replies
    • 2.4k views

  5. After tax contribution in testing.

    By swam,   
    • 3 replies
    • 772 views
    • Bri
    • Bri

  6. LTPT employees

    By Belgarath,
    • 2 replies
    • 896 views

  7. Over Contribution, Eat Up as PS Contribution

    By Basically,
    • 9 replies
    • 1.1k views

  8. New plan Tax credit

    By Tom,
    • 1 reply
    • 625 views

  9. late 5500EZ relief program question

    By HarryX,
    • 3 replies
    • 756 views

  10. SH to Simple

    By Bob Demontigny,
    • 2 replies
    • 543 views

  11. ERISA Plan Expense Account

    By 401(k)athryn,
    • 12 replies
    • 5k views

  12. Loan Repayments While On Suspension

    By metsfan026,
    • 2 replies
    • 1.2k views

  13. Can a safe harbor plan use shifting / borrowing from ADP to pass ACP

    By oberwolfach,
    • 0 replies
    • 582 views

  14. Deferrals > net s/e comp

    By AlbanyConsultant,
    • 1 reply
    • 575 views

  15. Short sponsor year and full plan year

    By Jakyasar,
    • 8 replies
    • 3.8k views

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

    By bethp38,
    • 4 replies
    • 631 views

  17. Strange question re ADP testing

    By Belgarath,
    • 3 replies
    • 833 views

  18. Super fascninating question - Owners Child is an LTPT

    By austin3515,
    • 11 replies
    • 2k views

  19. Earned Income Calculation

    By 415 Limit,
    • 2 replies
    • 612 views

  20. Secure 2.0 and ACA Question

    By Gadgetfreak,
    • 4 replies
    • 930 views

  21. 414(s) Compensation Test on Deferrals

    By Inquiring Mind,
    • 7 replies
    • 4.5k views

  22. tuition assistance - count it as compensation?

    By AlbanyConsultant,
    • 2 replies
    • 11.3k views

  23. Interpretation LTPT

    By thepensionmaven,
    • 6 replies
    • 791 views

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

    By Pammie57,
    • 12 replies
    • 5k views

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

    By AlbanyConsultant,
    • 4 replies
    • 635 views

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

    By bethp38,   
    • 5 replies
    • 647 views

  27. Controlled Group Coverage Testing for Employees of Both Members

    By Plan Doc,
    • 3 replies
    • 840 views

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

    By 30Rock,
    • 0 replies
    • 630 views

  29. True-up / Benefits Rights and Features

    By jsample,
    • 2 replies
    • 830 views

  30. ADP Testing - Mandatory Aggregation

    By 415 Limit,
    • 1 reply
    • 944 views

  31. NCP Allocation

    By justatester,
    • 2 replies
    • 669 views

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

    By Tom,
    • 1 reply
    • 823 views

  33. 401k Plan Termination - post termination date contributions?

    By MD-Benefits Guy,
    • 9 replies
    • 5.6k views

  34. Top Heavy Minimum Contribution

    By metsfan026,
    • 3 replies
    • 715 views

  35. Late Deposits Issue - VFCP Qs

    By LANDO,   
    • 4 replies
    • 811 views

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

    By TPApril,
    • 0 replies
    • 440 views

  37. SECURE 2.0 Employer Contribution Credit

    By justanotheradmin,
    • 0 replies
    • 532 views

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

    By Kent Allard,
    • 8 replies
    • 1.8k views

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

    By AlbanyConsultant,
    • 1 reply
    • 749 views

  40. Disaggregation

    By R. Butler,
    • 1 reply
    • 502 views

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

    By Dougsbpc,
    • 1 reply
    • 473 views

  42. Payroll Order of Operations

    By 401kAllTheWay,
    • 1 reply
    • 673 views

  43. First Time Homebuyer age 37

    By Pammie57,
    • 3 replies
    • 751 views

  44. employees "refusing to share SSN"

    By AlbanyConsultant,
    • 9 replies
    • 2.7k views

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

    By ill,
    • 0 replies
    • 463 views
    • ill
    • ill

  46. safe harbor non-elective

    By thepensionmaven,
    • 1 reply
    • 579 views

  47. Employer contribution tax credit SECURE 2.0, Form 8881

    By justanotheradmin,
    • 0 replies
    • 501 views

  48. 1099 IC Employee for Part of 2023-

    By ratherbereading,
    • 1 reply
    • 688 views

  49. Fiduciary Concerns - Seeking Opinions

    By CuseFan,
    • 21 replies
    • 2.8k views

  50. Which Employees to Pull in Coverage

    By Madison Roberts,
    • 4 replies
    • 658 views
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