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401(k) Plans

19,317 topics in this forum

  1. Non-spousal beneficiary

    By Pat Crum,
    • 11 replies
    • 2.2k views

  2. Leased employee?

    By RatherBeGolfing,
    • 3 replies
    • 709 views

  3. 401k transfer mapped to same funds

    By lou22,
    • 4 replies
    • 635 views

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

    By dragondon,
    • 6 replies
    • 1.4k views

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

    By JHalligan,
    • 2 replies
    • 937 views

  6. Is Interest On Late Contributions Needed?

    By metsfan026,
    • 2 replies
    • 851 views

  7. How to predict date met eligibility

    By dragondon,
    • 2 replies
    • 713 views

  8. Contribution Calculation Template

    By Indu,
    • 0 replies
    • 347 views

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

    By dragondon,
    • 1 reply
    • 517 views

  10. Safe Harbor Plans with Profit Sharing

    By dragondon,
    • 4 replies
    • 3.4k views

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

    By dragondon,
    • 1 reply
    • 780 views

  12. Flexible Discretionary Match - allocation groups and plan document

    By Tom,
    • 0 replies
    • 344 views
    • Tom
    • Tom

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

    By dragondon,
    • 1 reply
    • 408 views

  14. Disability Program question

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

  15. Stock sale of plan participating in a MEP

    By Jen S,
    • 6 replies
    • 1.8k views

  16. 415 limit and Match True-Up

    By Bill D.,
    • 6 replies
    • 1.8k views

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

    By dragondon,
    • 4 replies
    • 1.2k views

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

    By dragondon,
    • 4 replies
    • 911 views

  19. Controlled Group and Top Heavy

    By AmyETPA,
    • 3 replies
    • 785 views

  20. Late Contributions to 401k plan

    By FT Retire,
    • 5 replies
    • 1.2k views

  21. 414 & Non-Voting Partnership Interests

    By EBECatty,
    • 3 replies
    • 1.3k views

  22. Correcting missed 401k deferrals

    By Will J,
    • 1 reply
    • 606 views

  23. Litigation

    By CuseFan,
    • 4 replies
    • 595 views

  24. Small Business Tax Credit (Secure Act)

    By Dobber,
    • 1 reply
    • 457 views

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

    By JHalligan,
    • 8 replies
    • 1.3k views

  26. Discretionary Matching Contribution Notice??

    By JG-12,
    • 5 replies
    • 2.5k views

  27. Catch-up Eligible

    By Sarah73,
    • 17 replies
    • 1.8k views
    • Bri
    • Bri

  28. Excess Deferral

    By thepensionmaven,
    • 4 replies
    • 785 views

  29. RMD Calculations - Are Receivables Included?

    By metsfan026,
    • 8 replies
    • 2.1k views

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

    By AJ North,
    • 1 reply
    • 562 views

  31. RMDs for off calendar plan years

    By ratherbereading,
    • 3 replies
    • 2.6k views

  32. ACP Failure-Participant died-money in spouse account

    By justatester,
    • 1 reply
    • 368 views

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

    By Sarah73,
    • 2 replies
    • 873 views

  34. Match by payroll but employee max out earlier

    By Sarah73,
    • 2 replies
    • 585 views

  35. 401(k) + 457 Contributions

    By metsfan026,
    • 4 replies
    • 715 views

  36. husband and wife - solo k plan

    By cpc0506,
    • 8 replies
    • 1.3k views

  37. Eligibility - Rehire Question

    By ecphcs2,
    • 6 replies
    • 1k views

  38. Spouse designations upon divorce.

    By dragondon,
    • 12 replies
    • 5.6k views

  39. Can employer deduct 2021 ACP Safe Harbor Match on 2022 Tax Return?

    By cheersmate,
    • 2 replies
    • 461 views

  40. Compliance Testing for mid year changes with salary

    By dragondon,
    • 1 reply
    • 600 views

  41. Can a Consultant Paid Via 1099 Start a 401(k)

    By metsfan026,
    • 4 replies
    • 774 views

  42. State-Sponsored Retirement Plan and Remote Employees

    By RPP2001,
    • 3 replies
    • 965 views

  43. Prevailing Wage

    By Tom,
    • 5 replies
    • 2.9k views
    • Tom
    • Tom

  44. 2 active plans in same plan year

    By cpc0506,
    • 2 replies
    • 796 views

  45. Late deferral penalty for 2020 and 2021

    By Jakyasar,
    • 10 replies
    • 823 views

  46. NYS Healthcare Workforce Bonus and effect on 401(k) compensatiom

    By boccfam,
    • 1 reply
    • 590 views

  47. Mid-year conversion SH Match to SH Non-elective

    By Dalai Pookah,
    • 5 replies
    • 2.2k views

  48. NonElective Safe Harbor vs QNECs and QMECs

    By dragondon,
    • 5 replies
    • 1.9k views

  49. CARES ACt Amendment - Extended or Not?

    By austin3515,
    • 9 replies
    • 974 views

  50. Form 5500-EZ - Who Is Eligible

    By metsfan026,
    • 2 replies
    • 838 views
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