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401(k) Plans

19,334 topics in this forum

  1. switching from 5500-SF to full 5500

    By Pixie,
    • 1 reply
    • 218 views

  2. Top Heavy - 3% Safe Harbor & Profit Sharing

    By Guest jkrad,
    • 1 reply
    • 1.3k views

  3. Roth 401(k)

    By goldtpa,
    • 1 reply
    • 1.3k views

  4. Top heavy and different eligibility

    By Chippy,
    • 1 reply
    • 974 views

  5. RMD

    By Nassau,
    • 1 reply
    • 1.8k views

  6. loan fee

    By EBDI,
    • 1 reply
    • 887 views

  7. Missed Deferral Opportunity

    By JKW,
    • 1 reply
    • 569 views
    • Bri
    • Bri

  8. Adding 3% Safe Harbor--notice needed first time?

    By BG5150,
    • 1 reply
    • 395 views

  9. Correcting missed 401k deferrals

    By Will J,
    • 1 reply
    • 623 views

  10. Did definition of earned income change recently?

    By Spencer,
    • 1 reply
    • 1.6k views

  11. Automatic Enrollment

    By Guest Jose Rosario,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  12. IRC for Loan Repayments?

    By Guest TAllen,
    • 1 reply
    • 1.4k views

  13. who is considered Highly comp for a 401k plan

    By Guest dcarlin,
    • 1 reply
    • 1.2k views

  14. 415 Safe Harbor Compensation

    By Madison71,
    • 1 reply
    • 2.7k views

  15. FEES

    By Nassau,
    • 1 reply
    • 1.1k views

  16. top paid group election with prior year testing

    By K2retire,
    • 1 reply
    • 1.4k views

  17. Eligibility 101

    By coleboy,
    • 1 reply
    • 474 views

  18. Employee enters before eligible in 2017

    By DDB BN,
    • 1 reply
    • 589 views

  19. Prohibited Transaction? Son as broker?

    By Dawn Hafner,
    • 1 reply
    • 1.6k views

  20. Cross tested 3% safe harbor plan with last day rule

    By alwaysaquestion,
    • 1 reply
    • 637 views

  21. Is ADP test irrelevant where all employees are HCEs?

    By Guest JDVJr,
    • 1 reply
    • 1.6k views

  22. Change requirement of eligibility

    By Guest LTurner,
    • 1 reply
    • 1.7k views

  23. Otherwise excludables affect following year?

    By John A,
    • 1 reply
    • 1.4k views

  24. LTPT in Average Benefit Test

    By Vlad401k,
    • 1 reply
    • 448 views

  25. Profit Sharing Allocation in Initial Plan Year

    By Guest Donaldson,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  26. Safe Harbor--Nonelective contributions

    By Felicia,
    • 1 reply
    • 1.1k views

  27. Date of amendment to add safe harbor 401(k)

    By MarZDoates,
    • 1 reply
    • 961 views

  28. Remove salary deferral provision?

    By Guest penman,
    • 1 reply
    • 1.2k views

  29. Discretionary Match Contribution

    By Guest grazetti,
    • 1 reply
    • 1.4k views

  30. Can Prototype Sponsors Adopt 401(k) Reg Amendment for Employers?

    By namealreadyinuse,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  31. Auto Enroll 90 day revocation

    By PMC,
    • 1 reply
    • 1.1k views

  32. Statute of Limitation on ADP/ACP testing?

    By CJS07,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  33. Settlement Compensation

    By Guest Golden K,
    • 1 reply
    • 1.6k views

  34. Automatic Rollovers below $1,000

    By 12AX7,
    • 1 reply
    • 1k views

  35. Controlled Group Transfers

    By Andre3000,
    • 1 reply
    • 1.1k views

  36. terminating of safe harbor mid year

    By Scuba 401,
    • 1 reply
    • 649 views

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

    By boccfam,
    • 1 reply
    • 598 views

  38. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 802 views

  39. 401(k) Plan for Collectively Bargained Employees -- Is ADP/Safe Harbor Language Required?

    By rocknrolls2,
    • 1 reply
    • 445 views

  40. Match Correction

    By Archimage,
    • 1 reply
    • 1.7k views

  41. Another Benefit Is Contingent on 401(k) Deferrals

    By Guest mrjones,
    • 1 reply
    • 1.7k views

  42. Plan Merger Vesting Schedule

    By Guest IRISH79,
    • 1 reply
    • 1.6k views

  43. Return of Auto Deferral Contribution

    By Guest SLBRB,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  44. Open and shut eligibility for nonelective contribution

    By 7806akp,
    • 1 reply
    • 840 views

  45. Determiantion of Top Heavy Status

    By Tom Poje,
    • 1 reply
    • 4.4k views

  46. Average Benefits Test - Elective Contributions

    By Guest WFusfeld,
    • 1 reply
    • 1.4k views

  47. Secure Act 2.0 Question

    By Dougsbpc,
    • 1 reply
    • 643 views

  48. Re-deposited distrib check--how to get back taxes?

    By BG5150,
    • 1 reply
    • 787 views

  49. Employers with 2 Plans

    By FT Retire,
    • 1 reply
    • 812 views

  50. Early withdrawal penalty on earnings attributable to after-tax contrib

    By Guest Pat Metallic,
    • 1 reply
    • 1.4k views
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