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401(k) Plans

19,321 topics in this forum

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

    By Sarah73,
    • 3 replies
    • 788 views

  2. Last Day Allocation Condition

    By Vlad401k,
    • 16 replies
    • 5k views

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

    By Rayofsunshine,
    • 4 replies
    • 1.1k views

  4. 402(g) excess - if caught prior to end of plan year, can it be corrected through payroll?

    By Rory,
    • 6 replies
    • 2.4k views

  5. Non-spousal beneficiary

    By Pat Crum,
    • 11 replies
    • 2.2k views

  6. Leased employee?

    By RatherBeGolfing,
    • 3 replies
    • 714 views

  7. 401k transfer mapped to same funds

    By lou22,
    • 4 replies
    • 640 views

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

    By dragondon,
    • 6 replies
    • 1.4k views

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

    By JHalligan,
    • 2 replies
    • 944 views

  10. Is Interest On Late Contributions Needed?

    By metsfan026,
    • 2 replies
    • 851 views

  11. How to predict date met eligibility

    By dragondon,
    • 2 replies
    • 722 views

  12. Contribution Calculation Template

    By Indu,
    • 0 replies
    • 350 views

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

    By dragondon,
    • 1 reply
    • 519 views

  14. Safe Harbor Plans with Profit Sharing

    By dragondon,
    • 4 replies
    • 3.5k views

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

    By dragondon,
    • 1 reply
    • 783 views

  16. Flexible Discretionary Match - allocation groups and plan document

    By Tom,
    • 0 replies
    • 346 views
    • Tom
    • Tom

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

    By dragondon,
    • 1 reply
    • 408 views

  18. Disability Program question

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

  19. Stock sale of plan participating in a MEP

    By Jen S,
    • 6 replies
    • 1.8k views

  20. 415 limit and Match True-Up

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

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

    By dragondon,
    • 4 replies
    • 1.2k views

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

    By dragondon,
    • 4 replies
    • 917 views

  23. Controlled Group and Top Heavy

    By AmyETPA,
    • 3 replies
    • 793 views

  24. Late Contributions to 401k plan

    By FT Retire,
    • 5 replies
    • 1.2k views

  25. 414 & Non-Voting Partnership Interests

    By EBECatty,
    • 3 replies
    • 1.3k views

  26. Correcting missed 401k deferrals

    By Will J,
    • 1 reply
    • 610 views

  27. Litigation

    By CuseFan,
    • 4 replies
    • 600 views

  28. Small Business Tax Credit (Secure Act)

    By Dobber,
    • 1 reply
    • 461 views

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

    By JHalligan,
    • 8 replies
    • 1.3k views

  30. Discretionary Matching Contribution Notice??

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

  31. Catch-up Eligible

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

  32. Excess Deferral

    By thepensionmaven,
    • 4 replies
    • 785 views

  33. RMD Calculations - Are Receivables Included?

    By metsfan026,
    • 8 replies
    • 2.1k views

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

    By AJ North,
    • 1 reply
    • 564 views

  35. RMDs for off calendar plan years

    By ratherbereading,
    • 3 replies
    • 2.6k views

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

    By justatester,
    • 1 reply
    • 368 views

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

    By Sarah73,
    • 2 replies
    • 879 views

  38. Match by payroll but employee max out earlier

    By Sarah73,
    • 2 replies
    • 589 views

  39. 401(k) + 457 Contributions

    By metsfan026,
    • 4 replies
    • 718 views

  40. husband and wife - solo k plan

    By cpc0506,
    • 8 replies
    • 1.3k views

  41. Eligibility - Rehire Question

    By ecphcs2,
    • 6 replies
    • 1.1k views

  42. Spouse designations upon divorce.

    By dragondon,
    • 12 replies
    • 5.7k views

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

    By cheersmate,
    • 2 replies
    • 461 views

  44. Compliance Testing for mid year changes with salary

    By dragondon,
    • 1 reply
    • 601 views

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

    By metsfan026,
    • 4 replies
    • 775 views

  46. State-Sponsored Retirement Plan and Remote Employees

    By RPP2001,
    • 3 replies
    • 975 views

  47. Prevailing Wage

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

  48. 2 active plans in same plan year

    By cpc0506,
    • 2 replies
    • 801 views

  49. Late deferral penalty for 2020 and 2021

    By Jakyasar,
    • 10 replies
    • 829 views

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

    By boccfam,
    • 1 reply
    • 594 views
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