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401(k) Plans

19,423 topics in this forum

  1. Blackout Notice - One Former Employee Missed

    By Flyfish71,
    • 5 replies
    • 1.8k views

  2. 5500-SF or 5500-EZ

    By drakecohen,
    • 1 reply
    • 557 views

  3. Testing with Safe Harbor Plans that contain Profit Sharing

    By dragondon,
    • 7 replies
    • 3.3k views

  4. Life Insurance Policy

    By Coleboy1,
    • 11 replies
    • 2.6k views

  5. Long-Term PArt-Time Employees

    By austin3515,
    • 26 replies
    • 4.1k views

  6. BRF Testing for this Match formula

    By 30Rock,
    • 11 replies
    • 3.6k views

  7. 408(b)(2) Disclosure Requirement - Pooled Fund

    By metsfan026,
    • 4 replies
    • 793 views

  8. 401k Loan Question

    By bluehavana2,
    • 11 replies
    • 5.3k views

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

    By dragondon,
    • 5 replies
    • 935 views

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

    By austin3515,
    • 9 replies
    • 2.5k views

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

    By sify iway,
    • 3 replies
    • 822 views

  12. Barely a participant - Top Heavy Minimum

    By TPApril,
    • 3 replies
    • 781 views

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

    By Tom,
    • 8 replies
    • 3.1k views

  14. Convert QACA Match to Regular SH Match Mid Year

    By austin3515,
    • 5 replies
    • 1.6k views

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

    By dragondon,
    • 2 replies
    • 1.1k views

  16. Adoption Agreement Limits Roth to 50% of Comp

    By roundlou,
    • 4 replies
    • 655 views

  17. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del,
    • 4 replies
    • 2.7k views

  18. Plan Merger and Prior Year Testing

    By justatester,
    • 0 replies
    • 523 views

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

    By AlbanyConsultant,
    • 0 replies
    • 505 views

  20. Secure 2- Retroactive adoption of deferral contributions

    By B21,
    • 1 reply
    • 684 views

  21. 401k <> safe harbor eligibilty

    By TPApril,
    • 8 replies
    • 926 views

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

    By pmacduff,
    • 4 replies
    • 1.7k views

  23. Eligibility Credit for Unpaid Spouse's Service?

    By cheersmate,   
    • 0 replies
    • 518 views

  24. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire,
    • 7 replies
    • 1.6k views

  25. Frozen 401k Plan - impact on vesting?

    By waid10,
    • 10 replies
    • 4.9k views

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

    By dragondon,
    • 3 replies
    • 1.7k views

  27. Secure Act 2.0 Question

    By Dougsbpc,
    • 1 reply
    • 744 views

  28. must it be 11g - ee incorrectly included

    By TPApril,
    • 8 replies
    • 1.5k views

  29. late deferral contribution

    By Lou81,   
    • 7 replies
    • 1.1k views

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

    By ill,
    • 3 replies
    • 3.2k views

  31. Enhanced safe harbor and testing requirements

    By dragondon,
    • 1 reply
    • 539 views

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

    By KEM,   
    • 12 replies
    • 2.2k views

  33. Intern rehired - determination period for eligibility

    By TPApril,
    • 3 replies
    • 845 views

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

    By dragondon,
    • 5 replies
    • 1.7k views

  35. expatriates and coverage

    By gregburst,
    • 2 replies
    • 1.3k views

  36. Hardship for refinancing of primary residence

    By karl,
    • 14 replies
    • 3k views

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

    By TPApril,
    • 10 replies
    • 1.1k views

  38. Plan sponsor becomes CG later in the year

    By Jakyasar,
    • 2 replies
    • 666 views

  39. Participating Employer

    By Alex M.,
    • 2 replies
    • 609 views

  40. top heavy and MEP

    By AlbanyConsultant,
    • 2 replies
    • 809 views

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

    By legort69,
    • 4 replies
    • 1.1k views

  42. Change name on account of deceased employee?

    By AnnCK,
    • 5 replies
    • 1.3k views

  43. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1.4k views

  44. Return of Over Payment with Excess Contribution from IRA

    By Below Ground,
    • 3 replies
    • 970 views

  45. Letter from State 401k Funds Unclaimed

    By James56,
    • 0 replies
    • 544 views

  46. 404 Deduction - Eligible Compensation with per-payroll match and a Profit Share with last day rule

    By legort69,
    • 3 replies
    • 1.8k views

  47. Force-Outs

    By MTWeeks,
    • 3 replies
    • 613 views

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

    By 401king,
    • 1 reply
    • 667 views

  49. Participating employer withdrawal from plan

    By Belgarath,
    • 4 replies
    • 1.1k views

  50. Mid Year Amendments to Non Safe Harbor Plan

    By Susan S.,
    • 1 reply
    • 1k views
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