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401(k) Plans

19,295 topics in this forum

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

    By Bob Demontigny,
    • 1 reply
    • 774 views

  2. Religious exemption from plan participation

    By Tom,
    • 7 replies
    • 1.8k views

  3. Discretionary Employer Match

    By Coleboy1,
    • 2 replies
    • 633 views

  4. New VFCP "Self Correction"

    By austin3515,
    • 13 replies
    • 996 views

  5. Late Filing letters from the IRS sent to Plan Sponsors of 5500 EZ Plans

    By ABeach,
    • 4 replies
    • 720 views

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

    By JHalligan,
    • 2 replies
    • 631 views

  7. Termination Date

    By FT Retire,
    • 3 replies
    • 579 views

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

    By TPApril,
    • 5 replies
    • 1.1k views

  9. Safe Harbor Funding requirement for 2022

    By Tom,
    • 2 replies
    • 442 views

  10. safe harbor notice - signed?

    By TPApril,
    • 3 replies
    • 831 views

  11. Partial Termination

    By austin3515,
    • 5 replies
    • 2.3k views

  12. RMD for Owner's Parents?

    By 401king,
    • 3 replies
    • 8k views

  13. late EACA/QDIA notice consequences?

    By AlbanyConsultant,
    • 0 replies
    • 481 views

  14. Forcing out deceased beneficiary due to Plan termination

    By Pensions2020,
    • 2 replies
    • 805 views

  15. Hardship Distribution Due To Hurricane

    By metsfan026,
    • 5 replies
    • 1.2k views

  16. RMD Calculations for CB/DB Plans

    By FT Retire,
    • 1 reply
    • 879 views

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

    By Tom,
    • 4 replies
    • 1.7k views

  18. Lawsuit Settlement Proceeds

    By Molgilny89,
    • 1 reply
    • 1.1k views

  19. 4-Tier Integrated PS Calc

    By Puffinator,
    • 6 replies
    • 1.2k views

  20. 401k contributions from a small check

    By JKW,
    • 5 replies
    • 1.1k views

  21. Safe Harbor and Profit Sharing

    By 401kay,
    • 9 replies
    • 1.1k views

  22. Residual Balance for Terminated Plan

    By metsfan026,
    • 4 replies
    • 1.5k views

  23. Eligibility Requirements for new 401k Plans

    By dragondon,
    • 3 replies
    • 1.3k views

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

    By Sarah73,
    • 3 replies
    • 771 views

  25. Last Day Allocation Condition

    By Vlad401k,
    • 16 replies
    • 4.9k views

  26. 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

  27. 402(g) excess - if caught prior to end of plan year, can it be corrected through payroll?

    By Rory,
    • 6 replies
    • 2.2k views

  28. Non-spousal beneficiary

    By Pat Crum,
    • 11 replies
    • 2.1k views

  29. Leased employee?

    By RatherBeGolfing,
    • 3 replies
    • 692 views

  30. 401k transfer mapped to same funds

    By lou22,
    • 4 replies
    • 624 views

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

    By dragondon,
    • 6 replies
    • 1.3k views

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

    By JHalligan,
    • 2 replies
    • 927 views

  33. Is Interest On Late Contributions Needed?

    By metsfan026,
    • 2 replies
    • 834 views

  34. How to predict date met eligibility

    By dragondon,
    • 2 replies
    • 704 views

  35. Contribution Calculation Template

    By Indu,
    • 0 replies
    • 338 views

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

    By dragondon,
    • 1 reply
    • 505 views

  37. Safe Harbor Plans with Profit Sharing

    By dragondon,
    • 4 replies
    • 3.2k views

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

    By dragondon,
    • 1 reply
    • 769 views

  39. Flexible Discretionary Match - allocation groups and plan document

    By Tom,
    • 0 replies
    • 338 views
    • Tom
    • Tom

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

    By dragondon,
    • 1 reply
    • 400 views

  41. Disability Program question

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

  42. Stock sale of plan participating in a MEP

    By Jen S,
    • 6 replies
    • 1.7k views

  43. 415 limit and Match True-Up

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

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

    By dragondon,
    • 4 replies
    • 1.2k views

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

    By dragondon,
    • 4 replies
    • 889 views

  46. Controlled Group and Top Heavy

    By AmyETPA,
    • 3 replies
    • 768 views

  47. Late Contributions to 401k plan

    By FT Retire,
    • 5 replies
    • 1.2k views

  48. 414 & Non-Voting Partnership Interests

    By EBECatty,
    • 3 replies
    • 1.3k views

  49. Correcting missed 401k deferrals

    By Will J,
    • 1 reply
    • 593 views

  50. Litigation

    By CuseFan,
    • 4 replies
    • 585 views
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