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401(k) Plans

19,321 topics in this forum

  1. Correction of 1099's and 1096

    By Richard Anderson,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  2. Should we apply for a determination letter on termination of year-old

    By Guest Lisa Flagg,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  3. 401 (k) Employer Requirements

    By Guest Heath,
    • 1 reply
    • 1.5k views

  4. Are Companies Stopping 401(k) Match?

    By Guest rmeigs,
    • 1 reply
    • 1.3k views

  5. Union Plan

    By Randy Watson,
    • 1 reply
    • 1.2k views

  6. participant not permitted to defer

    By K2retire,
    • 1 reply
    • 896 views

  7. Safe Harbor Compensation Question

    By Guest shaul,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  8. Safe Harbor Plan and Hardship issue

    By cpc0506,
    • 1 reply
    • 655 views

  9. COVID Distribution Repayment - Rollover

    By Jess C,
    • 1 reply
    • 603 views

  10. Adding Safe Harbor mid-year

    By 401kLife,
    • 1 reply
    • 523 views

  11. Uncashed refund of excess deferral

    By gregburst,
    • 1 reply
    • 531 views

  12. Open Enrollment

    By Becky Schwing,
    • 1 reply
    • 486 views

  13. Refinancing Participant Loans

    By Cobras59,
    • 1 reply
    • 484 views

  14. 5500 Compliance Questions for Terminated Plan

    By A.C.,
    • 1 reply
    • 570 views

  15. Adoption of safe Harbor 401(k)

    By Guest BHS,
    • 1 reply
    • 1.6k views

  16. 414(s) Compensation

    By Guest Mike Schwing,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  17. Is loan for participant's primary residence if proceeds used to pay of

    By Guest kelly9522,
    • 1 reply
    • 1.3k views

  18. Catchup contributions in nondeferral plans?

    By Guest Thornton,
    • 1 reply
    • 1.3k views

  19. Change in Plan Year Prior to Establishing Safe Harbor 401(k)

    By WDIK,
    • 1 reply
    • 1k views

  20. Automatic step-up of deferral rates

    By AlbanyConsultant,
    • 1 reply
    • 1.5k views

  21. Avg participation rates with various matching formulas

    By Guest mrjones,
    • 1 reply
    • 1.3k views

  22. controlled group question

    By Guest Moira,
    • 1 reply
    • 1.2k views

  23. Plan distribution fees and hardship withdrawals

    By blue,
    • 1 reply
    • 1.3k views

  24. Too much withheld from paycheck

    By Guest Peggy806,
    • 1 reply
    • 1.4k views

  25. Excluding employees from eligibilty in plan provisions for small PSP

    By Lori H,
    • 1 reply
    • 989 views

  26. 401k Workflow Management software

    By Guest AJM 34,
    • 1 reply
    • 1.4k views

  27. Non-safe harbor definition of compensation applies on to PS

    By cpc0506,
    • 1 reply
    • 828 views

  28. Reinstated forfeitures after rehire

    By Richard Anderson,
    • 1 reply
    • 2.5k views

  29. What is the IRS reg that states that a spun off company can not buy sh

    By MWeddell,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  30. missed deferral opportunity

    By Pixie,
    • 1 reply
    • 771 views
    • WCC
    • WCC

  31. What happens to 5500's filed separately for participating employers in

    By MR,
    • 1 reply
    • 1.9k views

  32. Plan Expenses

    By Guest Ralph,
    • 1 reply
    • 1.5k views

  33. Can first year 3% rule for ADP apply in second year of plan?

    By Guest CHRISTA,
    • 1 reply
    • 1.4k views

  34. QNEC Allocation

    By Guest Tina Pickard,
    • 1 reply
    • 2.5k views

  35. change plan year end

    By wsp,
    • 1 reply
    • 1.8k views

  36. Reducing employer match formula at midyear?

    By Guest pmetallic,
    • 1 reply
    • 1.1k views

  37. Safe Harbor Match

    By FJR,
    • 1 reply
    • 1.1k views

  38. 401(K) Plan with IRA money rolled in

    By Guest Mardi Gras,
    • 1 reply
    • 984 views

  39. Gap period income on related match

    By Guest Philip2,
    • 1 reply
    • 1.1k views

  40. ADP failure/statutory exclusions

    By pmacduff,
    • 1 reply
    • 923 views

  41. Carry Over Contributions

    By Guest srwatts,
    • 1 reply
    • 1.3k views

  42. Leaving an MEP Plan

    By coleboy,
    • 1 reply
    • 905 views

  43. PPA Restatement effective date

    By TPApril,
    • 1 reply
    • 1.1k views

  44. Aggregate Testing - Different definiton of compensation

    By Trisports,
    • 1 reply
    • 748 views

  45. Testing requirements for a controlled group with separate plans

    By Rai401k,
    • 1 reply
    • 588 views

  46. Clarification of Sec. 3401(a) Wages

    By Guest Jimmy B,
    • 1 reply
    • 4.3k views

  47. Mega backdoor Roth that actually works... now what?

    By AlbanyConsultant,
    • 1 reply
    • 569 views

  48. Spin-off ADP/ACP question

    By roy819,
    • 1 reply
    • 561 views

  49. Nondiscrimination testing re the TIMING of contributions to two different groups

    By Belgarath,
    • 1 reply
    • 446 views

  50. Safe Harbor

    By PMC,
    • 1 reply
    • 1.4k views
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