Jump to content

401(k) Plans

19,526 topics in this forum

  1. Solo 401k Investments in Startups with Plan Funds

    By dragondon,
    • 7 replies
    • 1.4k views

  2. Secure 2.0-Roth catchup

    By justatester,
    • 1 reply
    • 849 views

  3. hardship grossed up for taxes

    By AlbanyConsultant,
    • 7 replies
    • 2.8k views

  4. entry date - 3 consecutive months of continueous service

    By Lou81,   
    • 11 replies
    • 3.2k views

  5. Triple Stacked Match

    By Coleboy1,
    • 2 replies
    • 1.1k views

  6. Blackout Notice - One Former Employee Missed

    By Flyfish71,
    • 5 replies
    • 2.3k views

  7. 5500-SF or 5500-EZ

    By drakecohen,
    • 1 reply
    • 888 views

  8. Testing with Safe Harbor Plans that contain Profit Sharing

    By dragondon,
    • 7 replies
    • 4k views

  9. Life Insurance Policy

    By Coleboy1,
    • 11 replies
    • 3.5k views

  10. Long-Term PArt-Time Employees

    By austin3515,
    • 26 replies
    • 5.7k views

  11. BRF Testing for this Match formula

    By 30Rock,
    • 11 replies
    • 4.3k views

  12. 408(b)(2) Disclosure Requirement - Pooled Fund

    By metsfan026,
    • 4 replies
    • 1.2k views

  13. 401k Loan Question

    By bluehavana2,
    • 11 replies
    • 7.2k views

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

    By dragondon,
    • 5 replies
    • 1.4k views

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

    By austin3515,
    • 9 replies
    • 3.5k views

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

    By sify iway,
    • 3 replies
    • 1.3k views

  17. Barely a participant - Top Heavy Minimum

    By TPApril,
    • 3 replies
    • 1.1k views

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

    By Tom,
    • 8 replies
    • 3.7k views

  19. Convert QACA Match to Regular SH Match Mid Year

    By austin3515,
    • 5 replies
    • 2.1k views

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

    By dragondon,
    • 2 replies
    • 1.4k views

  21. Adoption Agreement Limits Roth to 50% of Comp

    By roundlou,
    • 4 replies
    • 1k views

  22. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del,
    • 4 replies
    • 3.4k views

  23. Plan Merger and Prior Year Testing

    By justatester,
    • 0 replies
    • 780 views

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

    By AlbanyConsultant,
    • 0 replies
    • 696 views

  25. Secure 2- Retroactive adoption of deferral contributions

    By B21,
    • 1 reply
    • 1.1k views

  26. 401k <> safe harbor eligibilty

    By TPApril,
    • 8 replies
    • 1.6k views

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

    By pmacduff,
    • 4 replies
    • 2.2k views

  28. Eligibility Credit for Unpaid Spouse's Service?

    By cheersmate,   
    • 0 replies
    • 718 views

  29. Lost Earnings on Missed Deferrals and SHMAT

    By FT Retire,
    • 7 replies
    • 2.2k views

  30. Frozen 401k Plan - impact on vesting?

    By waid10,
    • 10 replies
    • 5.8k views

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

    By dragondon,
    • 3 replies
    • 2.2k views

  32. Secure Act 2.0 Question

    By Dougsbpc,
    • 1 reply
    • 970 views

  33. must it be 11g - ee incorrectly included

    By TPApril,
    • 8 replies
    • 2.3k views

  34. late deferral contribution

    By Lou81,   
    • 7 replies
    • 1.7k views

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

    By ill,
    • 3 replies
    • 3.8k views

  36. Enhanced safe harbor and testing requirements

    By dragondon,
    • 1 reply
    • 752 views

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

    By KEM,   
    • 12 replies
    • 3.2k views

  38. Intern rehired - determination period for eligibility

    By TPApril,
    • 3 replies
    • 1.3k views

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

    By dragondon,
    • 5 replies
    • 2.4k views

  40. expatriates and coverage

    By gregburst,
    • 2 replies
    • 1.8k views

  41. Hardship for refinancing of primary residence

    By karl,
    • 14 replies
    • 4.2k views

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

    By TPApril,
    • 10 replies
    • 1.8k views

  43. Plan sponsor becomes CG later in the year

    By Jakyasar,
    • 2 replies
    • 962 views

  44. Participating Employer

    By Alex M.,
    • 2 replies
    • 922 views

  45. top heavy and MEP

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views

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

    By legort69,
    • 4 replies
    • 1.6k views

  47. Change name on account of deceased employee?

    By AnnCK,
    • 5 replies
    • 2.1k views

  48. Eligiblity of a Rehire

    By Lou81,   
    • 6 replies
    • 2k views

  49. Return of Over Payment with Excess Contribution from IRA

    By Below Ground,
    • 3 replies
    • 1.4k views

  50. Letter from State 401k Funds Unclaimed

    By James56,
    • 0 replies
    • 790 views
×
×
  • Create New...