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401(k) Plans

19,467 topics in this forum

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

    By austin3515,
    • 12 replies
    • 1.2k views

  2. 402(g) 2022 Failure

    By justatester,
    • 0 replies
    • 435 views

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

    By 30Rock,
    • 6 replies
    • 917 views

  4. Fixed Match Mistakenly Retained When SH Match Adopted

    By Plan Doc,
    • 3 replies
    • 939 views

  5. 2 for 1 match

    By Nic Pospiech,
    • 9 replies
    • 4.1k views

  6. Spin-off ADP/ACP question

    By roy819,
    • 1 reply
    • 891 views

  7. Safe Harbor 3% for partner

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

  8. Loan Overpayments

    By kmhaab,
    • 3 replies
    • 1.6k views

  9. Employer Match as Roth

    By metsfan026,
    • 1 reply
    • 603 views

  10. Safe harbor plan and cessation of some participating employers

    By 30Rock,
    • 0 replies
    • 610 views

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

    By Tom,
    • 5 replies
    • 2.3k views

  12. Recordkeeper conversion

    By 401kAllTheWay,   
    • 4 replies
    • 3.6k views

  13. Switch to Elapsed Time?

    By thepensionmaven,
    • 4 replies
    • 1.4k views

  14. 401(k) matching contributions in company stock

    By Vivian J,
    • 0 replies
    • 439 views

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

    By JohnEPNFP,
    • 6 replies
    • 1.9k views

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

    By austin3515,
    • 5 replies
    • 1k views

  17. Is he a more than 5% owner?

    By Soundbc1,
    • 6 replies
    • 2.2k views

  18. Affiliated Service Group

    By Catch22PGM,
    • 6 replies
    • 1.6k views
    • EBP
    • EBP

  19. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen,
    • 5 replies
    • 4.3k views

  20. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 858 views

  21. Safe Harbor Match Issues

    By FishOn,
    • 0 replies
    • 609 views

  22. True Up Contributions

    By khn,
    • 5 replies
    • 1.2k views

  23. RMD Penalty Abatement

    By austin3515,
    • 4 replies
    • 1.3k views

  24. 2-year 401k plan - audit risk exposure

    By TPApril,
    • 6 replies
    • 1.5k views

  25. LTPT and safe harbor plans

    By Belgarath,
    • 5 replies
    • 1.6k views

  26. Top Heavy Balance Cash/Accrual

    By AmyETPA,
    • 4 replies
    • 1k views
    • Bri
    • Bri

  27. Affiliated Service Group?

    By Craig Garner,
    • 3 replies
    • 1.2k views

  28. Tax Credit for Acquired Plans

    By Zoey,
    • 6 replies
    • 2.1k views

  29. ADP SH and ACP testing Required

    By justatester,
    • 2 replies
    • 728 views

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

    By Help_5500EZ_150K,
    • 19 replies
    • 8.9k views

  31. Covered comp tables

    By austin3515,
    • 2 replies
    • 363 views

  32. Prevailing Wage in ADP Test

    By Catch22PGM,
    • 1 reply
    • 1.1k views
    • Bri
    • Bri

  33. SH Match... Top Heavy

    By Basically,
    • 3 replies
    • 838 views

  34. Plan Document Question

    By khn,
    • 2 replies
    • 873 views

  35. Top Heavy Minimum

    By DocumentDiva,
    • 2 replies
    • 953 views

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

    By Tom,
    • 2 replies
    • 2.2k views

  37. MAX SH NEC %

    By Basically,
    • 4 replies
    • 828 views

  38. Is H-1B Status a nonresident alien

    By karl,
    • 3 replies
    • 1.2k views

  39. Eligibility Question - Consecutive Months of Service and YOS

    By Rayofsunshine,
    • 3 replies
    • 1.4k views

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

    By Pensions2020,
    • 0 replies
    • 417 views

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

    By jsample,
    • 1 reply
    • 1.3k views

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

    By Belgarath,
    • 1 reply
    • 881 views

  43. Coverage and Safe Harbor Match

    By DocumentDiva,
    • 3 replies
    • 842 views

  44. After-Tax in-plan rollover to Roth

    By FormsRstillmylife,
    • 3 replies
    • 1.8k views

  45. missed deferral opportunity

    By LANDO,   
    • 1 reply
    • 3.8k views

  46. Long term Disabilty

    By Dave401k,
    • 0 replies
    • 476 views

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

    By 401 Chaos,
    • 3 replies
    • 1.6k views

  48. Compensation and the minimum gateway test

    By Tom,
    • 2 replies
    • 1.9k views

  49. More than 1% Ownership

    By ahasan,
    • 2 replies
    • 641 views

  50. Change Profit Sharing Formula Mid-Year!

    By Panda,
    • 9 replies
    • 3.9k views
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