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401(k) Plans

19,532 topics in this forum

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

    By Kent Allard,
    • 8 replies
    • 2.6k views

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

    By AlbanyConsultant,
    • 1 reply
    • 1.1k views

  3. Disaggregation

    By R. Butler,
    • 1 reply
    • 737 views

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

    By Dougsbpc,
    • 1 reply
    • 664 views

  5. Payroll Order of Operations

    By 401kAllTheWay,
    • 1 reply
    • 973 views

  6. First Time Homebuyer age 37

    By Pammie57,
    • 3 replies
    • 1.1k views

  7. employees "refusing to share SSN"

    By AlbanyConsultant,
    • 9 replies
    • 3.6k views

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

    By ill,
    • 0 replies
    • 691 views
    • ill
    • ill

  9. safe harbor non-elective

    By thepensionmaven,
    • 1 reply
    • 800 views

  10. Employer contribution tax credit SECURE 2.0, Form 8881

    By justanotheradmin,
    • 0 replies
    • 687 views

  11. 1099 IC Employee for Part of 2023-

    By ratherbereading,
    • 1 reply
    • 926 views

  12. Fiduciary Concerns - Seeking Opinions

    By CuseFan,
    • 21 replies
    • 3.8k views

  13. Which Employees to Pull in Coverage

    By Madison Roberts,
    • 4 replies
    • 1k views

  14. 401k Plan Termination - What Notice Required?

    By waid10,
    • 3 replies
    • 4.9k views

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

    By Kent Allard,   
    • 2 replies
    • 1.9k views

  16. Excess Salary Deferral Contributions

    By Dougsbpc,
    • 3 replies
    • 1.5k views

  17. Match computation period issue

    By Zach Del,
    • 3 replies
    • 1.6k views

  18. Employer nonelective or matching contributions as Roth

    By Belgarath,
    • 1 reply
    • 1k views

  19. 2022 5500 not filed and without audit report

    By Tom,
    • 2 replies
    • 1.2k views

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

    By austin3515,
    • 12 replies
    • 1.7k views

  21. 402(g) 2022 Failure

    By justatester,
    • 0 replies
    • 615 views

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

    By 30Rock,
    • 6 replies
    • 1.2k views

  23. Fixed Match Mistakenly Retained When SH Match Adopted

    By Plan Doc,
    • 3 replies
    • 1.2k views

  24. 2 for 1 match

    By Nic Pospiech,
    • 9 replies
    • 4.9k views

  25. Spin-off ADP/ACP question

    By roy819,
    • 1 reply
    • 1.1k views

  26. Safe Harbor 3% for partner

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

  27. Loan Overpayments

    By kmhaab,
    • 3 replies
    • 2k views

  28. Employer Match as Roth

    By metsfan026,
    • 1 reply
    • 787 views

  29. Safe harbor plan and cessation of some participating employers

    By 30Rock,
    • 0 replies
    • 711 views

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

    By Tom,
    • 5 replies
    • 2.8k views

  31. Recordkeeper conversion

    By 401kAllTheWay,   
    • 4 replies
    • 4.3k views

  32. Switch to Elapsed Time?

    By thepensionmaven,
    • 4 replies
    • 1.7k views

  33. 401(k) matching contributions in company stock

    By Vivian J,
    • 0 replies
    • 557 views

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

    By JohnEPNFP,
    • 6 replies
    • 2.3k views

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

    By austin3515,
    • 5 replies
    • 1.3k views

  36. Is he a more than 5% owner?

    By Soundbc1,
    • 6 replies
    • 2.9k views

  37. Affiliated Service Group

    By Catch22PGM,
    • 6 replies
    • 2.2k views
    • EBP
    • EBP

  38. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen,
    • 5 replies
    • 5.1k views

  39. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 1.1k views

  40. Safe Harbor Match Issues

    By FishOn,
    • 0 replies
    • 861 views

  41. True Up Contributions

    By khn,
    • 5 replies
    • 1.8k views

  42. RMD Penalty Abatement

    By austin3515,
    • 4 replies
    • 1.7k views

  43. 2-year 401k plan - audit risk exposure

    By TPApril,
    • 6 replies
    • 2k views

  44. LTPT and safe harbor plans

    By Belgarath,
    • 5 replies
    • 2k views

  45. Top Heavy Balance Cash/Accrual

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

  46. Affiliated Service Group?

    By Craig Garner,
    • 3 replies
    • 1.7k views

  47. Tax Credit for Acquired Plans

    By Zoey,
    • 6 replies
    • 2.7k views

  48. ADP SH and ACP testing Required

    By justatester,
    • 2 replies
    • 1.1k views

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

    By Help_5500EZ_150K,
    • 19 replies
    • 10.7k views

  50. Covered comp tables

    By austin3515,
    • 2 replies
    • 605 views
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