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401(k) Plans

19,423 topics in this forum

  1. 401k Plan Termination - What Notice Required?

    By waid10,
    • 3 replies
    • 3.8k views

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

    By Kent Allard,   
    • 2 replies
    • 1.2k views

  3. Excess Salary Deferral Contributions

    By Dougsbpc,
    • 3 replies
    • 1.1k views

  4. Match computation period issue

    By Zach Del,
    • 3 replies
    • 1.1k views

  5. Employer nonelective or matching contributions as Roth

    By Belgarath,
    • 1 reply
    • 616 views

  6. 2022 5500 not filed and without audit report

    By Tom,
    • 2 replies
    • 843 views

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

    By austin3515,
    • 12 replies
    • 1.1k views

  8. 402(g) 2022 Failure

    By justatester,
    • 0 replies
    • 392 views

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

    By 30Rock,
    • 6 replies
    • 821 views

  10. Fixed Match Mistakenly Retained When SH Match Adopted

    By Plan Doc,
    • 3 replies
    • 867 views

  11. 2 for 1 match

    By Nic Pospiech,
    • 9 replies
    • 3.7k views

  12. Spin-off ADP/ACP question

    By roy819,
    • 1 reply
    • 823 views

  13. Safe Harbor 3% for partner

    By Pammie57,
    • 5 replies
    • 1.3k views
    • Bri
    • Bri

  14. Loan Overpayments

    By kmhaab,
    • 3 replies
    • 1.5k views

  15. Employer Match as Roth

    By metsfan026,
    • 1 reply
    • 541 views

  16. Safe harbor plan and cessation of some participating employers

    By 30Rock,
    • 0 replies
    • 564 views

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

    By Tom,
    • 5 replies
    • 2.1k views

  18. Recordkeeper conversion

    By 401kAllTheWay,   
    • 4 replies
    • 3.3k views

  19. Switch to Elapsed Time?

    By thepensionmaven,
    • 4 replies
    • 1.3k views

  20. 401(k) matching contributions in company stock

    By Vivian J,
    • 0 replies
    • 400 views

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

    By JohnEPNFP,
    • 6 replies
    • 1.7k views

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

    By austin3515,
    • 5 replies
    • 934 views

  23. Is he a more than 5% owner?

    By Soundbc1,
    • 6 replies
    • 2k views

  24. Affiliated Service Group

    By Catch22PGM,
    • 6 replies
    • 1.5k views
    • EBP
    • EBP

  25. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen,
    • 5 replies
    • 3.8k views

  26. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 788 views

  27. Safe Harbor Match Issues

    By FishOn,
    • 0 replies
    • 563 views

  28. True Up Contributions

    By khn,
    • 5 replies
    • 1.1k views

  29. RMD Penalty Abatement

    By austin3515,
    • 4 replies
    • 1.2k views

  30. 2-year 401k plan - audit risk exposure

    By TPApril,
    • 6 replies
    • 1.4k views

  31. LTPT and safe harbor plans

    By Belgarath,
    • 5 replies
    • 1.5k views

  32. Top Heavy Balance Cash/Accrual

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

  33. Affiliated Service Group?

    By Craig Garner,
    • 3 replies
    • 1.1k views

  34. Tax Credit for Acquired Plans

    By Zoey,
    • 6 replies
    • 1.9k views

  35. ADP SH and ACP testing Required

    By justatester,
    • 2 replies
    • 663 views

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

    By Help_5500EZ_150K,
    • 19 replies
    • 7.5k views

  37. Covered comp tables

    By austin3515,
    • 2 replies
    • 323 views

  38. Prevailing Wage in ADP Test

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

  39. SH Match... Top Heavy

    By Basically,
    • 3 replies
    • 772 views

  40. Plan Document Question

    By khn,
    • 2 replies
    • 804 views

  41. Top Heavy Minimum

    By DocumentDiva,
    • 2 replies
    • 866 views

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

    By Tom,
    • 2 replies
    • 2k views

  43. MAX SH NEC %

    By Basically,
    • 4 replies
    • 765 views

  44. Is H-1B Status a nonresident alien

    By karl,
    • 3 replies
    • 1k views

  45. Eligibility Question - Consecutive Months of Service and YOS

    By Rayofsunshine,
    • 3 replies
    • 1.3k views

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

    By Pensions2020,
    • 0 replies
    • 386 views

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

    By jsample,
    • 1 reply
    • 1.3k views

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

    By Belgarath,
    • 1 reply
    • 827 views

  49. Coverage and Safe Harbor Match

    By DocumentDiva,
    • 3 replies
    • 761 views

  50. After-Tax in-plan rollover to Roth

    By FormsRstillmylife,
    • 3 replies
    • 1.7k views
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