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401(k) Plans

19,275 topics in this forum

  1. safe harbor notice - signed?

    By TPApril,
    • 3 replies
    • 825 views

  2. two divisions, only one PPT eligible in one division

    By JHalligan,
    • 2 replies
    • 621 views

  3. Owner of 1-person plan dies - how to terminate?

    By TPApril,
    • 5 replies
    • 1.1k views

  4. late EACA/QDIA notice consequences?

    By AlbanyConsultant,
    • 0 replies
    • 473 views

  5. Forcing out deceased beneficiary due to Plan termination

    By Pensions2020,
    • 2 replies
    • 772 views

  6. Hardship Distribution Due To Hurricane

    By metsfan026,
    • 5 replies
    • 1.2k views

  7. Lawsuit Settlement Proceeds

    By Molgilny89,
    • 1 reply
    • 1k views

  8. RMD Calculations for CB/DB Plans

    By FT Retire,
    • 1 reply
    • 869 views

  9. Residual Balance for Terminated Plan

    By metsfan026,
    • 4 replies
    • 1.4k views

  10. Elimination of Annuity Options in a 401(k)

    By Tom,
    • 4 replies
    • 1.7k views

  11. Eligibility Requirements for new 401k Plans

    By dragondon,
    • 3 replies
    • 1.2k views

  12. 401k contributions from a small check

    By JKW,
    • 5 replies
    • 1.1k views

  13. Are there any concerns that never use forfeiture account?

    By Sarah73,
    • 3 replies
    • 760 views

  14. small plan deferrals deposited in a timely manner but unable to allocate due to payroll breakdowns not being submitted

    By Rayofsunshine,
    • 4 replies
    • 1k views

  15. 401k transfer mapped to same funds

    By lou22,
    • 4 replies
    • 615 views

  16. Contribution Calculation Template

    By Indu,
    • 0 replies
    • 331 views

  17. How to predict date met eligibility

    By dragondon,
    • 2 replies
    • 698 views

  18. End of year requirements for Profit sharing and non-electives

    By dragondon,
    • 1 reply
    • 499 views

  19. 402(g) excess - if caught prior to end of plan year, can it be corrected through payroll?

    By Rory,
    • 6 replies
    • 2.2k views

  20. NHCE only 401(k) Profit sharing plan discrimination

    By JHalligan,
    • 2 replies
    • 917 views

  21. Non-spousal beneficiary

    By Pat Crum,
    • 11 replies
    • 2k views

  22. Is Interest On Late Contributions Needed?

    By metsfan026,
    • 2 replies
    • 824 views

  23. Safe Harbor Plans with Profit Sharing

    By dragondon,
    • 4 replies
    • 3.1k views

  24. For the gateway requirement can a 3% safe harbor non elective contribution be used to offset the 5% necessary allocation?

    By dragondon,
    • 1 reply
    • 762 views

  25. Flexible Discretionary Match - allocation groups and plan document

    By Tom,
    • 0 replies
    • 333 views
    • Tom
    • Tom

  26. How to determine HCE if the company did not have payroll in the prior year?

    By dragondon,
    • 1 reply
    • 397 views

  27. Difference between determining non elective at end of plan year or per pay period

    By dragondon,
    • 6 replies
    • 1.3k views

  28. Leased employee?

    By RatherBeGolfing,
    • 3 replies
    • 686 views

  29. Disability Program question

    Topic was moved to forum Health Plans (Including ACA, COBRA, HIPAA)

  30. 415 limit and Match True-Up

    By Bill D.,
    • 6 replies
    • 1.7k views

  31. Individual/solo 401k plan sequence number

    By BGLA,
    • 13 replies
    • 4.5k views
    • NV
    • NV

  32. Paycheck to Paycheck vs. Statutory Compensation method for calculating match

    By dragondon,
    • 4 replies
    • 1.2k views

  33. How to correct over contribution to clients account from administrator error

    By dragondon,
    • 4 replies
    • 868 views

  34. Correcting missed 401k deferrals

    By Will J,
    • 1 reply
    • 582 views

  35. 414 & Non-Voting Partnership Interests

    By EBECatty,
    • 3 replies
    • 1.2k views

  36. Late Contributions to 401k plan

    By FT Retire,
    • 5 replies
    • 1.2k views

  37. Safe Harbor and Profit Sharing

    By 401kay,
    • 9 replies
    • 1.1k views

  38. Controlled Group and Top Heavy

    By AmyETPA,
    • 3 replies
    • 761 views

  39. Small Business Tax Credit (Secure Act)

    By Dobber,
    • 1 reply
    • 415 views

  40. Stock sale of plan participating in a MEP

    By Jen S,
    • 6 replies
    • 1.7k views

  41. Discretionary Matching Contribution Notice??

    By JG-12,
    • 5 replies
    • 2.4k views

  42. Litigation

    By CuseFan,
    • 4 replies
    • 576 views

  43. Excess Deferral

    By thepensionmaven,
    • 4 replies
    • 770 views

  44. Plan does not want to make Safe Harbor contribution-what happens?

    By JHalligan,
    • 8 replies
    • 1.2k views

  45. EPCRS de minimis amount - excess contribution

    By krw,
    • 3 replies
    • 641 views
    • krw
    • krw

  46. Catch-up Eligible

    By Sarah73,
    • 17 replies
    • 1.7k views
    • Bri
    • Bri

  47. Safe Harbor plan, plan merger and the top heavy exemption

    By AJ North,
    • 1 reply
    • 547 views

  48. RMDs for off calendar plan years

    By ratherbereading,
    • 3 replies
    • 2.5k views

  49. Split between pretax and Roth when employee about to max out

    By Sarah73,
    • 2 replies
    • 436 views

  50. Match by payroll but employee max out earlier

    By Sarah73,
    • 2 replies
    • 572 views
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