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401(k) Plans

19,321 topics in this forum

  1. Long-Term PArt-Time Employees

    By austin3515,
    • 26 replies
    • 3.5k views

  2. BRF Testing for this Match formula

    By 30Rock,
    • 11 replies
    • 3.3k views

  3. 408(b)(2) Disclosure Requirement - Pooled Fund

    By metsfan026,
    • 4 replies
    • 625 views

  4. 401k Loan Question

    By bluehavana2,
    • 11 replies
    • 3.9k views

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

    By dragondon,
    • 5 replies
    • 813 views

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

    By austin3515,
    • 9 replies
    • 2k views

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

    By sify iway,
    • 3 replies
    • 712 views

  8. Barely a participant - Top Heavy Minimum

    By TPApril,
    • 3 replies
    • 716 views

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

    By Tom,
    • 8 replies
    • 2.6k views

  10. Convert QACA Match to Regular SH Match Mid Year

    By austin3515,
    • 5 replies
    • 1.4k views

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

    By dragondon,
    • 2 replies
    • 933 views

  12. Adoption Agreement Limits Roth to 50% of Comp

    By roundlou,
    • 4 replies
    • 571 views

  13. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del,
    • 4 replies
    • 2.1k views

  14. Plan Merger and Prior Year Testing

    By justatester,
    • 0 replies
    • 455 views

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

    By AlbanyConsultant,
    • 0 replies
    • 433 views

  16. Secure 2- Retroactive adoption of deferral contributions

    By B21,
    • 1 reply
    • 542 views

  17. 401k <> safe harbor eligibilty

    By TPApril,
    • 8 replies
    • 782 views

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

    By pmacduff,
    • 4 replies
    • 1.5k views

  19. Eligibility Credit for Unpaid Spouse's Service?

    By cheersmate,   
    • 0 replies
    • 455 views

  20. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire,
    • 7 replies
    • 1.4k views

  21. Frozen 401k Plan - impact on vesting?

    By waid10,
    • 10 replies
    • 4.1k views

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

    By dragondon,
    • 3 replies
    • 1.4k views

  23. Secure Act 2.0 Question

    By Dougsbpc,
    • 1 reply
    • 631 views

  24. must it be 11g - ee incorrectly included

    By TPApril,
    • 8 replies
    • 1.3k views

  25. late deferral contribution

    By Lou81,   
    • 7 replies
    • 965 views

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

    By ill,
    • 3 replies
    • 2.5k views

  27. Enhanced safe harbor and testing requirements

    By dragondon,
    • 1 reply
    • 463 views

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

    By KEM,   
    • 12 replies
    • 1.8k views

  29. Intern rehired - determination period for eligibility

    By TPApril,
    • 3 replies
    • 742 views

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

    By dragondon,
    • 5 replies
    • 805 views

  31. expatriates and coverage

    By gregburst,
    • 2 replies
    • 1.1k views

  32. Hardship for refinancing of primary residence

    By karl,
    • 14 replies
    • 2.6k views

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

    By TPApril,
    • 10 replies
    • 929 views

  34. Plan sponsor becomes CG later in the year

    By Jakyasar,
    • 2 replies
    • 569 views

  35. Participating Employer

    By Alex M.,
    • 2 replies
    • 528 views

  36. top heavy and MEP

    By AlbanyConsultant,
    • 2 replies
    • 684 views

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

    By legort69,
    • 4 replies
    • 931 views

  38. Change name on account of deceased employee?

    By AnnCK,
    • 5 replies
    • 1.2k views

  39. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1.2k views

  40. Return of Over Payment with Excess Contribution from IRA

    By Below Ground,
    • 3 replies
    • 758 views

  41. Letter from State 401k Funds Unclaimed

    By James56,
    • 0 replies
    • 420 views

  42. 404 Deduction - Eligible Compensation with per-payroll match and a Profit Share with last day rule

    By legort69,
    • 3 replies
    • 1.8k views

  43. Force-Outs

    By MTWeeks,
    • 3 replies
    • 514 views

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

    By 401king,
    • 1 reply
    • 495 views

  45. Participating employer withdrawal from plan

    By Belgarath,
    • 4 replies
    • 954 views

  46. Mid Year Amendments to Non Safe Harbor Plan

    By Susan S.,
    • 1 reply
    • 884 views

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

    By justatester,
    • 6 replies
    • 1.4k views

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

    By Jakyasar,
    • 3 replies
    • 660 views

  49. Is my salary part of the deduction limit?

    By Jakyasar,
    • 12 replies
    • 754 views

  50. 2019 missed deferral - failure to implement

    By justanotheradmin,
    • 2 replies
    • 800 views
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