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401(k) Plans

19,275 topics in this forum

  1. Testing with Safe Harbor Plans that contain Profit Sharing

    By dragondon,
    • 7 replies
    • 2.3k views

  2. Life Insurance Policy

    By Coleboy1,
    • 11 replies
    • 1.9k views

  3. Long-Term PArt-Time Employees

    By austin3515,
    • 26 replies
    • 3.3k views

  4. BRF Testing for this Match formula

    By 30Rock,
    • 11 replies
    • 3.3k views

  5. 408(b)(2) Disclosure Requirement - Pooled Fund

    By metsfan026,
    • 4 replies
    • 580 views

  6. 401k Loan Question

    By bluehavana2,
    • 11 replies
    • 3.1k views

  7. Is there a common practice for the threshold of HCE's and when you should think about Top Heavy

    By dragondon,
    • 5 replies
    • 760 views

  8. Increased Catch-up Limit for ages 60-63

    By austin3515,
    • 9 replies
    • 1.8k views

  9. Is my one-participant 401(k) out of compliance? I want to terminate it.

    By sify iway,
    • 3 replies
    • 685 views

  10. Barely a participant - Top Heavy Minimum

    By TPApril,
    • 3 replies
    • 702 views

  11. Top Heavy plan excludes HCEs, no profit sharing, but what if an HCE is non-key?

    By Tom,
    • 8 replies
    • 2.3k views

  12. Convert QACA Match to Regular SH Match Mid Year

    By austin3515,
    • 5 replies
    • 1.3k views

  13. Can a Safe Harbor Non Elective Plan still be exempt from testing if they contribute more than 3%?

    By dragondon,
    • 2 replies
    • 880 views

  14. Adoption Agreement Limits Roth to 50% of Comp

    By roundlou,
    • 4 replies
    • 546 views

  15. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del,
    • 4 replies
    • 1.8k views

  16. Plan Merger and Prior Year Testing

    By justatester,
    • 0 replies
    • 422 views

  17. pro rated limits for joining a MEP mid year?

    By AlbanyConsultant,
    • 0 replies
    • 412 views

  18. Secure 2- Retroactive adoption of deferral contributions

    By B21,
    • 1 reply
    • 464 views

  19. 401k <> safe harbor eligibilty

    By TPApril,
    • 8 replies
    • 748 views

  20. ACP failure, refund to participant, losses, 1099-R

    By pmacduff,
    • 4 replies
    • 1.4k views

  21. Eligibility Credit for Unpaid Spouse's Service?

    By cheersmate,   
    • 0 replies
    • 421 views

  22. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire,
    • 7 replies
    • 1.3k views

  23. Frozen 401k Plan - impact on vesting?

    By waid10,
    • 10 replies
    • 3.8k views

  24. How does changing business structure of a plan sponsor effect a 401k plan

    By dragondon,
    • 3 replies
    • 1.3k views

  25. Secure Act 2.0 Question

    By Dougsbpc,
    • 1 reply
    • 616 views

  26. must it be 11g - ee incorrectly included

    By TPApril,
    • 8 replies
    • 1.3k views

  27. late deferral contribution

    By Lou81,   
    • 7 replies
    • 929 views

  28. Converting two Solo 401k plans into one when you have an LLC and are self employed 

    By ill,
    • 3 replies
    • 2.1k views

  29. Enhanced safe harbor and testing requirements

    By dragondon,
    • 1 reply
    • 439 views

  30. Can a trust sponsor a 401(k)?

    By KEM,   
    • 12 replies
    • 1.7k views

  31. Intern rehired - determination period for eligibility

    By TPApril,
    • 3 replies
    • 722 views

  32. Qualified Compensation of a 401k and after tax contributions

    By dragondon,
    • 5 replies
    • 767 views

  33. expatriates and coverage

    By gregburst,
    • 2 replies
    • 949 views

  34. Hardship for refinancing of primary residence

    By karl,
    • 14 replies
    • 2.4k views

  35. New Plan delays 401k start, match on what comp

    By TPApril,
    • 10 replies
    • 901 views

  36. Plan sponsor becomes CG later in the year

    By Jakyasar,
    • 2 replies
    • 533 views

  37. Participating Employer

    By Alex M.,
    • 2 replies
    • 503 views

  38. top heavy and MEP

    By AlbanyConsultant,
    • 2 replies
    • 662 views

  39. SECURE 2.0 - Roth Catch-Up for HPEs - Payroll or TPA monitoring function?

    By legort69,
    • 4 replies
    • 854 views

  40. Change name on account of deceased employee?

    By AnnCK,
    • 5 replies
    • 1.1k views

  41. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1.1k views

  42. Return of Over Payment with Excess Contribution from IRA

    By Below Ground,
    • 3 replies
    • 696 views

  43. Letter from State 401k Funds Unclaimed

    By James56,
    • 0 replies
    • 389 views

  44. 404 Deduction - Eligible Compensation with per-payroll match and a Profit Share with last day rule

    By legort69,
    • 3 replies
    • 1.7k views

  45. Force-Outs

    By MTWeeks,
    • 3 replies
    • 491 views

  46. SEP IRA Contribution, Rollover to 401k, Backdoor Roth in the same year?

    By 401king,
    • 1 reply
    • 458 views

  47. Participating employer withdrawal from plan

    By Belgarath,
    • 4 replies
    • 912 views

  48. Mid Year Amendments to Non Safe Harbor Plan

    By Susan S.,
    • 1 reply
    • 844 views

  49. PS with a last day of plan year and employed on determination date

    By justatester,
    • 6 replies
    • 1.2k views

  50. New 401k plan - Am I missing something in the regs for eligibility?

    By Jakyasar,
    • 3 replies
    • 636 views
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