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401(k) Plans

19,321 topics in this forum

  1. top paid group election with prior year testing

    By K2retire,
    • 1 reply
    • 1.4k views

  2. Eligibility 101

    By coleboy,
    • 1 reply
    • 468 views

  3. Employee enters before eligible in 2017

    By DDB BN,
    • 1 reply
    • 580 views

  4. Prohibited Transaction? Son as broker?

    By Dawn Hafner,
    • 1 reply
    • 1.6k views

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

    By alwaysaquestion,
    • 1 reply
    • 621 views

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

    By Guest JDVJr,
    • 1 reply
    • 1.6k views

  7. Change requirement of eligibility

    By Guest LTurner,
    • 1 reply
    • 1.7k views

  8. Otherwise excludables affect following year?

    By John A,
    • 1 reply
    • 1.4k views

  9. LTPT in Average Benefit Test

    By Vlad401k,
    • 1 reply
    • 433 views

  10. Profit Sharing Allocation in Initial Plan Year

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

  11. Safe Harbor--Nonelective contributions

    By Felicia,
    • 1 reply
    • 1.1k views

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

    By MarZDoates,
    • 1 reply
    • 959 views

  13. Remove salary deferral provision?

    By Guest penman,
    • 1 reply
    • 1.2k views

  14. Discretionary Match Contribution

    By Guest grazetti,
    • 1 reply
    • 1.4k views

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

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

  16. Auto Enroll 90 day revocation

    By PMC,
    • 1 reply
    • 1.1k views

  17. Statute of Limitation on ADP/ACP testing?

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

  18. Settlement Compensation

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

  19. Automatic Rollovers below $1,000

    By 12AX7,
    • 1 reply
    • 1k views

  20. Controlled Group Transfers

    By Andre3000,
    • 1 reply
    • 1.1k views

  21. terminating of safe harbor mid year

    By Scuba 401,
    • 1 reply
    • 644 views

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

    By boccfam,
    • 1 reply
    • 594 views

  23. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 786 views

  24. 401(k) Plan for Collectively Bargained Employees -- Is ADP/Safe Harbor Language Required?

    By rocknrolls2,
    • 1 reply
    • 415 views

  25. Match Correction

    By Archimage,
    • 1 reply
    • 1.7k views

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

    By Guest mrjones,
    • 1 reply
    • 1.7k views

  27. Plan Merger Vesting Schedule

    By Guest IRISH79,
    • 1 reply
    • 1.6k views

  28. Return of Auto Deferral Contribution

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

  29. Open and shut eligibility for nonelective contribution

    By 7806akp,
    • 1 reply
    • 837 views

  30. Determiantion of Top Heavy Status

    By Tom Poje,
    • 1 reply
    • 4.3k views

  31. Average Benefits Test - Elective Contributions

    By Guest WFusfeld,
    • 1 reply
    • 1.4k views

  32. Secure Act 2.0 Question

    By Dougsbpc,
    • 1 reply
    • 631 views

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

    By BG5150,
    • 1 reply
    • 777 views

  34. Employers with 2 Plans

    By FT Retire,
    • 1 reply
    • 795 views

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

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

  36. Excess Deferrals

    By MBCarey,
    • 1 reply
    • 1k views

  37. DATAIR VOLUME SUBMITTER DOCUMENT

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

  38. 414(h) pick up

    By Guest cxs,
    • 1 reply
    • 1.6k views

  39. Plan Audit

    By Guest moltengater,
    • 1 reply
    • 1.3k views

  40. Employee Continued to Defer after Hardship Dist

    By sdix401k,
    • 1 reply
    • 1.2k views

  41. PPA 2006 - In-service withdrawals at 62

    By PMC,
    • 1 reply
    • 1.5k views

  42. 70 1/2 Minimum Distributions For Active Participants

    By blue,
    • 1 reply
    • 937 views

  43. safe harbor plan compensation definition

    By AKconsult,
    • 1 reply
    • 1.5k views

  44. Administrative Limit

    By Earl,
    • 1 reply
    • 1.2k views

  45. Roth 401k

    By Guest jim williams,
    • 1 reply
    • 815 views
    • Guest
    • Guest

  46. Contribution After Plan Merger

    By KJohnson,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  47. What do you do when a client cannot provide census data, then goes out

    By MR,
    • 1 reply
    • 1.8k views

  48. QACA Missed Deferral Issue

    By 52626,
    • 1 reply
    • 672 views

  49. Rollover of foreign pension money into a U.S. qualified plan

    By Guest GMedley,
    • 1 reply
    • 2.9k views

  50. Refund of excess contributions by the employer

    By Guest HollyT,
    • 1 reply
    • 1.8k views
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