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401(k) Plans

19,317 topics in this forum

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

    By dragondon,
    • 5 replies
    • 807 views

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

    By austin3515,
    • 9 replies
    • 1.9k views

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

    By sify iway,
    • 3 replies
    • 706 views

  4. Barely a participant - Top Heavy Minimum

    By TPApril,
    • 3 replies
    • 712 views

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

    By Tom,
    • 8 replies
    • 2.6k views

  6. Convert QACA Match to Regular SH Match Mid Year

    By austin3515,
    • 5 replies
    • 1.4k views

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

    By dragondon,
    • 2 replies
    • 916 views

  8. Adoption Agreement Limits Roth to 50% of Comp

    By roundlou,
    • 4 replies
    • 567 views

  9. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del,
    • 4 replies
    • 2k views

  10. Plan Merger and Prior Year Testing

    By justatester,
    • 0 replies
    • 450 views

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

    By AlbanyConsultant,
    • 0 replies
    • 428 views

  12. Secure 2- Retroactive adoption of deferral contributions

    By B21,
    • 1 reply
    • 537 views

  13. 401k <> safe harbor eligibilty

    By TPApril,
    • 8 replies
    • 776 views

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

    By pmacduff,
    • 4 replies
    • 1.4k views

  15. Eligibility Credit for Unpaid Spouse's Service?

    By cheersmate,   
    • 0 replies
    • 451 views

  16. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire,
    • 7 replies
    • 1.4k views

  17. Frozen 401k Plan - impact on vesting?

    By waid10,
    • 10 replies
    • 4k views

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

    By dragondon,
    • 3 replies
    • 1.4k views

  19. Secure Act 2.0 Question

    By Dougsbpc,
    • 1 reply
    • 628 views

  20. must it be 11g - ee incorrectly included

    By TPApril,
    • 8 replies
    • 1.3k views

  21. late deferral contribution

    By Lou81,   
    • 7 replies
    • 956 views

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

    By ill,
    • 3 replies
    • 2.4k views

  23. Enhanced safe harbor and testing requirements

    By dragondon,
    • 1 reply
    • 460 views

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

    By KEM,   
    • 12 replies
    • 1.8k views

  25. Intern rehired - determination period for eligibility

    By TPApril,
    • 3 replies
    • 738 views

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

    By dragondon,
    • 5 replies
    • 794 views

  27. expatriates and coverage

    By gregburst,
    • 2 replies
    • 1k views

  28. Hardship for refinancing of primary residence

    By karl,
    • 14 replies
    • 2.5k views

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

    By TPApril,
    • 10 replies
    • 924 views

  30. Plan sponsor becomes CG later in the year

    By Jakyasar,
    • 2 replies
    • 564 views

  31. Participating Employer

    By Alex M.,
    • 2 replies
    • 524 views

  32. top heavy and MEP

    By AlbanyConsultant,
    • 2 replies
    • 680 views

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

    By legort69,
    • 4 replies
    • 918 views

  34. Change name on account of deceased employee?

    By AnnCK,
    • 5 replies
    • 1.2k views

  35. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1.1k views

  36. Return of Over Payment with Excess Contribution from IRA

    By Below Ground,
    • 3 replies
    • 746 views

  37. Letter from State 401k Funds Unclaimed

    By James56,
    • 0 replies
    • 416 views

  38. 404 Deduction - Eligible Compensation with per-payroll match and a Profit Share with last day rule

    By legort69,
    • 3 replies
    • 1.8k views

  39. Force-Outs

    By MTWeeks,
    • 3 replies
    • 508 views

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

    By 401king,
    • 1 reply
    • 489 views

  41. Participating employer withdrawal from plan

    By Belgarath,
    • 4 replies
    • 944 views

  42. Mid Year Amendments to Non Safe Harbor Plan

    By Susan S.,
    • 1 reply
    • 875 views

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

    By justatester,
    • 6 replies
    • 1.4k views

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

    By Jakyasar,
    • 3 replies
    • 655 views

  45. Is my salary part of the deduction limit?

    By Jakyasar,
    • 12 replies
    • 750 views

  46. 2019 missed deferral - failure to implement

    By justanotheradmin,
    • 2 replies
    • 796 views

  47. Audited Plan last year (2021) but under 120 balances. Is one required this year?

    By Pensions2020,
    • 4 replies
    • 861 views

  48. Protected Benefit -- Electing Source of Distribution

    By JG-12,
    • 2 replies
    • 967 views

  49. "Deemed 125 Compensation"

    By Belgarath,
    • 5 replies
    • 3.8k views

  50. QNEC and QMAC vs nonelective contributions

    By dragondon,
    • 2 replies
    • 1k views
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