Jump to content

401(k) Plans

19,467 topics in this forum

  1. 408(b)(2) Disclosure Requirement - Pooled Fund

    By metsfan026,
    • 4 replies
    • 891 views

  2. 401k Loan Question

    By bluehavana2,
    • 11 replies
    • 6.2k views

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

    By dragondon,
    • 5 replies
    • 1k views

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

    By austin3515,
    • 9 replies
    • 2.9k views

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

    By sify iway,
    • 3 replies
    • 886 views

  6. Barely a participant - Top Heavy Minimum

    By TPApril,
    • 3 replies
    • 825 views

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

    By Tom,
    • 8 replies
    • 3.2k views

  8. Convert QACA Match to Regular SH Match Mid Year

    By austin3515,
    • 5 replies
    • 1.7k views

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

    By dragondon,
    • 2 replies
    • 1.2k views

  10. Adoption Agreement Limits Roth to 50% of Comp

    By roundlou,
    • 4 replies
    • 724 views

  11. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del,
    • 4 replies
    • 2.9k views

  12. Plan Merger and Prior Year Testing

    By justatester,
    • 0 replies
    • 565 views

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

    By AlbanyConsultant,
    • 0 replies
    • 544 views

  14. Secure 2- Retroactive adoption of deferral contributions

    By B21,
    • 1 reply
    • 729 views

  15. 401k <> safe harbor eligibilty

    By TPApril,
    • 8 replies
    • 1k views

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

    By pmacduff,
    • 4 replies
    • 1.8k views

  17. Eligibility Credit for Unpaid Spouse's Service?

    By cheersmate,   
    • 0 replies
    • 552 views

  18. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire,
    • 7 replies
    • 1.8k views

  19. Frozen 401k Plan - impact on vesting?

    By waid10,
    • 10 replies
    • 5.2k views

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

    By dragondon,
    • 3 replies
    • 1.8k views

  21. Secure Act 2.0 Question

    By Dougsbpc,
    • 1 reply
    • 779 views

  22. must it be 11g - ee incorrectly included

    By TPApril,
    • 8 replies
    • 1.6k views

  23. late deferral contribution

    By Lou81,   
    • 7 replies
    • 1.2k views

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

    By ill,
    • 3 replies
    • 3.5k views

  25. Enhanced safe harbor and testing requirements

    By dragondon,
    • 1 reply
    • 575 views

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

    By KEM,   
    • 12 replies
    • 2.4k views

  27. Intern rehired - determination period for eligibility

    By TPApril,
    • 3 replies
    • 957 views

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

    By dragondon,
    • 5 replies
    • 2k views

  29. expatriates and coverage

    By gregburst,
    • 2 replies
    • 1.4k views

  30. Hardship for refinancing of primary residence

    By karl,
    • 14 replies
    • 3.2k views

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

    By TPApril,
    • 10 replies
    • 1.2k views

  32. Plan sponsor becomes CG later in the year

    By Jakyasar,
    • 2 replies
    • 714 views

  33. Participating Employer

    By Alex M.,
    • 2 replies
    • 650 views

  34. top heavy and MEP

    By AlbanyConsultant,
    • 2 replies
    • 893 views

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

    By legort69,
    • 4 replies
    • 1.2k views

  36. Change name on account of deceased employee?

    By AnnCK,
    • 5 replies
    • 1.4k views

  37. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 1.5k views

  38. Return of Over Payment with Excess Contribution from IRA

    By Below Ground,
    • 3 replies
    • 1k views

  39. Letter from State 401k Funds Unclaimed

    By James56,
    • 0 replies
    • 582 views

  40. 404 Deduction - Eligible Compensation with per-payroll match and a Profit Share with last day rule

    By legort69,
    • 3 replies
    • 1.9k views

  41. Force-Outs

    By MTWeeks,
    • 3 replies
    • 658 views

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

    By 401king,
    • 1 reply
    • 711 views

  43. Participating employer withdrawal from plan

    By Belgarath,
    • 4 replies
    • 1.2k views

  44. Mid Year Amendments to Non Safe Harbor Plan

    By Susan S.,
    • 1 reply
    • 1.1k views

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

    By justatester,
    • 6 replies
    • 2.1k views

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

    By Jakyasar,
    • 3 replies
    • 801 views

  47. Is my salary part of the deduction limit?

    By Jakyasar,
    • 12 replies
    • 993 views

  48. 2019 missed deferral - failure to implement

    By justanotheradmin,
    • 2 replies
    • 991 views

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

    By Pensions2020,
    • 4 replies
    • 1k views

  50. Protected Benefit -- Electing Source of Distribution

    By JG-12,
    • 2 replies
    • 1.2k views
×
×
  • Create New...