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401(k) Plans

19,321 topics in this forum

  1. In the SPD of a cross-tested plan (several different profit sharing co

    By k man,
    • 1 reply
    • 1.7k views

  2. IRS Compliance Questions on late 5500-SF filings

    By ejohnke,
    • 1 reply
    • 919 views

  3. What must I do to compel DOL to step in and label a 401K as abandoned

    By Guest R Blair,
    • 1 reply
    • 1.5k views

  4. Higher match on year end bonuses?

    By Guest tracys,
    • 1 reply
    • 1.1k views

  5. Safe Harbor 401k Plan

    By Guest DeePA,
    • 1 reply
    • 1.8k views

  6. Non-resident aliens

    By Guest Pat Metallic,
    • 1 reply
    • 1.7k views

  7. Foreign employee moving to US gets service credit?

    By Guest FAQ,
    • 1 reply
    • 1.5k views

  8. Catchup in TH Plan

    By ombskid,
    • 1 reply
    • 1.1k views

  9. Hardships versus a Loan

    By PainPA,
    • 1 reply
    • 1.1k views

  10. excluding union employees from safe harbor match

    By Guest medinael,
    • 1 reply
    • 1.7k views

  11. Section 415 Limits Across Multiple DC Plans

    By Guest browntrout,
    • 1 reply
    • 1.9k views

  12. Discretionary Match missed

    By imchipbrown,
    • 1 reply
    • 1k views

  13. senior moment

    By thepensionmaven,
    • 1 reply
    • 911 views

  14. 401(k) for self employed

    By thepensionmaven,
    • 1 reply
    • 829 views

  15. Excess match - distributed

    By kymo,
    • 1 reply
    • 430 views
    • K2
    • K2

  16. $250,000 Benchmark

    By BT,
    • 1 reply
    • 505 views

  17. ADP Refund earnings calc question

    By BG5150,
    • 1 reply
    • 1.2k views

  18. Safe Harbor Matching

    By Guest Rob,
    • 1 reply
    • 1.7k views

  19. Catch-up and 415 Limit for participant who participates in two 401(k) plans sponsored by unrelated entities

    By Will.I.Am,
    • 1 reply
    • 611 views

  20. SECURE 2.0 - Roth Catch-Up for HPEs: Lookback comp for onboarding PEO

    By legort69,
    • 1 reply
    • 530 views

  21. Determining who are HCEs for purposes of the ADP/ACP Tests When One Co

    By Guest smithee,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  22. Govermental agency/instrumentality vs. tax exempt org.

    By Guest xplan,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  23. Plan Administrator Communication Responsibilities

    By Guest Marcy L,
    • 1 reply
    • 1.6k views

  24. Top Heavy under EGTRRA

    By Guest bogart126,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  25. Excess Contribution Reporting

    By Guest hruser,
    • 1 reply
    • 1.6k views

  26. Primary Residence Hardship Request

    By Guest kimvb,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  27. Roth 401(k) - Hardships & Loans

    By FormsRstillmylife,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  28. Failure to make refunds - how to correct?

    By Guest DazedAndConfused,
    • 1 reply
    • 1.3k views

  29. Forfeiture restoration

    By CO Bank,
    • 1 reply
    • 1.6k views

  30. Safe Harbor and unterminated plan

    By Dennis Povloski,
    • 1 reply
    • 1.6k views

  31. Sole prop profit sharing plan

    By jkdoll2,
    • 1 reply
    • 1.1k views

  32. Items allowed in a 401(k) Plan

    By Guest KMB1978,
    • 1 reply
    • 956 views

  33. correcting erroneous deposits

    By EBDI,
    • 1 reply
    • 1.6k views

  34. Possible Spinoff or Successor Plan?

    By hsctpa,
    • 1 reply
    • 1.8k views

  35. Failed ADP test deadline and plan merger

    By cpc0506,
    • 1 reply
    • 691 views

  36. Construction company, employees terminating then coming back.

    By Basically,
    • 1 reply
    • 549 views

  37. Refund of excess contributions.

    By Guest,
    • 1 reply
    • 1.4k views

  38. SAFE HARBOR ELIGIBILITY

    By ANONY0611,   
    • 1 reply
    • 560 views

  39. Leased Employee Credited Service

    By Guest Chaffee,
    • 1 reply
    • 1.8k views

  40. Maximizing annual additions via after-tax contributions

    By Santo Gold,
    • 1 reply
    • 1k views

  41. Combination DB & DC Plans

    By Guest Gee Bee Fran,
    • 1 reply
    • 958 views

  42. officer determination in partnership

    By wsp,
    • 1 reply
    • 1.2k views

  43. Merger of non-safe harbor 401(k) plan into safe harbor 401(k) plan

    By Guest PGH.ERISA,
    • 1 reply
    • 3.5k views

  44. Mid Year Suspension of Non-elective Contributions

    By J. Bringhurst,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  45. Mid year EACA

    By PMC,
    • 1 reply
    • 1.5k views

  46. Roth In-Plan Conversion

    By Nassau,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  47. Parent Subidiary issue

    By 52626,
    • 1 reply
    • 904 views

  48. Is this considered an Affiliated Service Group?

    By pj20,   
    • 1 reply
    • 702 views

  49. 401K Loan - Not Deducted From Distribution to Spouse. What Next?

    By LancasterKat,
    • 1 reply
    • 449 views

  50. In plan Roth Transfer and in Plan Roth Rollover 1099 code(s)

    By Bob Demontigny,
    • 1 reply
    • 806 views
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