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401(k) Plans

19,450 topics in this forum

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

    By Pammie57,
    • 12 replies
    • 5.2k views

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

    By AlbanyConsultant,
    • 4 replies
    • 672 views

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

    By bethp38,   
    • 5 replies
    • 687 views

  4. Controlled Group Coverage Testing for Employees of Both Members

    By Plan Doc,
    • 3 replies
    • 874 views

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

    By 30Rock,
    • 0 replies
    • 649 views

  6. True-up / Benefits Rights and Features

    By jsample,
    • 2 replies
    • 857 views

  7. ADP Testing - Mandatory Aggregation

    By 415 Limit,
    • 1 reply
    • 976 views

  8. NCP Allocation

    By justatester,
    • 2 replies
    • 692 views

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

    By Tom,
    • 1 reply
    • 849 views

  10. 401k Plan Termination - post termination date contributions?

    By MD-Benefits Guy,
    • 9 replies
    • 6k views

  11. Top Heavy Minimum Contribution

    By metsfan026,
    • 3 replies
    • 752 views

  12. Late Deposits Issue - VFCP Qs

    By LANDO,   
    • 4 replies
    • 841 views

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

    By TPApril,
    • 0 replies
    • 458 views

  14. SECURE 2.0 Employer Contribution Credit

    By justanotheradmin,
    • 0 replies
    • 566 views

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

    By Kent Allard,
    • 8 replies
    • 2k views

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

    By AlbanyConsultant,
    • 1 reply
    • 786 views

  17. Disaggregation

    By R. Butler,
    • 1 reply
    • 524 views

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

    By Dougsbpc,
    • 1 reply
    • 492 views

  19. Payroll Order of Operations

    By 401kAllTheWay,
    • 1 reply
    • 700 views

  20. First Time Homebuyer age 37

    By Pammie57,
    • 3 replies
    • 785 views

  21. employees "refusing to share SSN"

    By AlbanyConsultant,
    • 9 replies
    • 2.8k views

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

    By ill,
    • 0 replies
    • 488 views
    • ill
    • ill

  23. safe harbor non-elective

    By thepensionmaven,
    • 1 reply
    • 596 views

  24. Employer contribution tax credit SECURE 2.0, Form 8881

    By justanotheradmin,
    • 0 replies
    • 525 views

  25. 1099 IC Employee for Part of 2023-

    By ratherbereading,
    • 1 reply
    • 708 views

  26. Fiduciary Concerns - Seeking Opinions

    By CuseFan,
    • 21 replies
    • 2.9k views

  27. Which Employees to Pull in Coverage

    By Madison Roberts,
    • 4 replies
    • 691 views

  28. 401k Plan Termination - What Notice Required?

    By waid10,
    • 3 replies
    • 3.9k views

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

    By Kent Allard,   
    • 2 replies
    • 1.3k views

  30. Excess Salary Deferral Contributions

    By Dougsbpc,
    • 3 replies
    • 1.2k views

  31. Match computation period issue

    By Zach Del,
    • 3 replies
    • 1.2k views

  32. Employer nonelective or matching contributions as Roth

    By Belgarath,
    • 1 reply
    • 653 views

  33. 2022 5500 not filed and without audit report

    By Tom,
    • 2 replies
    • 873 views

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

    By austin3515,
    • 12 replies
    • 1.2k views

  35. 402(g) 2022 Failure

    By justatester,
    • 0 replies
    • 411 views

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

    By 30Rock,
    • 6 replies
    • 866 views

  37. Fixed Match Mistakenly Retained When SH Match Adopted

    By Plan Doc,
    • 3 replies
    • 902 views

  38. 2 for 1 match

    By Nic Pospiech,
    • 9 replies
    • 4k views

  39. Spin-off ADP/ACP question

    By roy819,
    • 1 reply
    • 860 views

  40. Safe Harbor 3% for partner

    By Pammie57,
    • 5 replies
    • 1.4k views
    • Bri
    • Bri

  41. Loan Overpayments

    By kmhaab,
    • 3 replies
    • 1.5k views

  42. Employer Match as Roth

    By metsfan026,
    • 1 reply
    • 573 views

  43. Safe harbor plan and cessation of some participating employers

    By 30Rock,
    • 0 replies
    • 586 views

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

    By Tom,
    • 5 replies
    • 2.2k views

  45. Recordkeeper conversion

    By 401kAllTheWay,   
    • 4 replies
    • 3.5k views

  46. Switch to Elapsed Time?

    By thepensionmaven,
    • 4 replies
    • 1.4k views

  47. 401(k) matching contributions in company stock

    By Vivian J,
    • 0 replies
    • 416 views

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

    By JohnEPNFP,
    • 6 replies
    • 1.8k views

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

    By austin3515,
    • 5 replies
    • 983 views

  50. Is he a more than 5% owner?

    By Soundbc1,
    • 6 replies
    • 2.1k views
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