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401(k) Plans

19,526 topics in this forum

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

    By ill,
    • 0 replies
    • 668 views
    • ill
    • ill

  2. safe harbor non-elective

    By thepensionmaven,
    • 1 reply
    • 785 views

  3. Employer contribution tax credit SECURE 2.0, Form 8881

    By justanotheradmin,
    • 0 replies
    • 676 views

  4. 1099 IC Employee for Part of 2023-

    By ratherbereading,
    • 1 reply
    • 917 views

  5. Fiduciary Concerns - Seeking Opinions

    By CuseFan,
    • 21 replies
    • 3.7k views

  6. Which Employees to Pull in Coverage

    By Madison Roberts,
    • 4 replies
    • 1k views

  7. 401k Plan Termination - What Notice Required?

    By waid10,
    • 3 replies
    • 4.7k views

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

    By Kent Allard,   
    • 2 replies
    • 1.8k views

  9. Excess Salary Deferral Contributions

    By Dougsbpc,
    • 3 replies
    • 1.5k views

  10. Match computation period issue

    By Zach Del,
    • 3 replies
    • 1.6k views

  11. Employer nonelective or matching contributions as Roth

    By Belgarath,
    • 1 reply
    • 985 views

  12. 2022 5500 not filed and without audit report

    By Tom,
    • 2 replies
    • 1.2k views

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

    By austin3515,
    • 12 replies
    • 1.7k views

  14. 402(g) 2022 Failure

    By justatester,
    • 0 replies
    • 601 views

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

    By 30Rock,
    • 6 replies
    • 1.2k views

  16. Fixed Match Mistakenly Retained When SH Match Adopted

    By Plan Doc,
    • 3 replies
    • 1.2k views

  17. 2 for 1 match

    By Nic Pospiech,
    • 9 replies
    • 4.9k views

  18. Spin-off ADP/ACP question

    By roy819,
    • 1 reply
    • 1.1k views

  19. Safe Harbor 3% for partner

    By Pammie57,
    • 5 replies
    • 1.8k views
    • Bri
    • Bri

  20. Loan Overpayments

    By kmhaab,
    • 3 replies
    • 2k views

  21. Employer Match as Roth

    By metsfan026,
    • 1 reply
    • 780 views

  22. Safe harbor plan and cessation of some participating employers

    By 30Rock,
    • 0 replies
    • 706 views

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

    By Tom,
    • 5 replies
    • 2.7k views

  24. Recordkeeper conversion

    By 401kAllTheWay,   
    • 4 replies
    • 4.2k views

  25. Switch to Elapsed Time?

    By thepensionmaven,
    • 4 replies
    • 1.7k views

  26. 401(k) matching contributions in company stock

    By Vivian J,
    • 0 replies
    • 547 views

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

    By JohnEPNFP,
    • 6 replies
    • 2.3k views

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

    By austin3515,
    • 5 replies
    • 1.3k views

  29. Is he a more than 5% owner?

    By Soundbc1,
    • 6 replies
    • 2.8k views

  30. Affiliated Service Group

    By Catch22PGM,
    • 6 replies
    • 2.1k views
    • EBP
    • EBP

  31. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen,
    • 5 replies
    • 5k views

  32. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 1.1k views

  33. Safe Harbor Match Issues

    By FishOn,
    • 0 replies
    • 851 views

  34. True Up Contributions

    By khn,
    • 5 replies
    • 1.8k views

  35. RMD Penalty Abatement

    By austin3515,
    • 4 replies
    • 1.7k views

  36. 2-year 401k plan - audit risk exposure

    By TPApril,
    • 6 replies
    • 1.9k views

  37. LTPT and safe harbor plans

    By Belgarath,
    • 5 replies
    • 1.9k views

  38. Top Heavy Balance Cash/Accrual

    By AmyETPA,
    • 4 replies
    • 1.3k views
    • Bri
    • Bri

  39. Affiliated Service Group?

    By Craig Garner,
    • 3 replies
    • 1.7k views

  40. Tax Credit for Acquired Plans

    By Zoey,
    • 6 replies
    • 2.7k views

  41. ADP SH and ACP testing Required

    By justatester,
    • 2 replies
    • 1.1k views

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

    By Help_5500EZ_150K,
    • 19 replies
    • 10.5k views

  43. Covered comp tables

    By austin3515,
    • 2 replies
    • 592 views

  44. Prevailing Wage in ADP Test

    By Catch22PGM,
    • 1 reply
    • 1.4k views
    • Bri
    • Bri

  45. SH Match... Top Heavy

    By Basically,
    • 3 replies
    • 1.1k views

  46. Plan Document Question

    By khn,
    • 2 replies
    • 1.1k views

  47. Top Heavy Minimum

    By DocumentDiva,
    • 2 replies
    • 1.3k views

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

    By Tom,
    • 2 replies
    • 2.5k views

  49. MAX SH NEC %

    By Basically,
    • 4 replies
    • 1.1k views

  50. Is H-1B Status a nonresident alien

    By karl,
    • 3 replies
    • 1.6k views
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