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401(k) Plans

19,362 topics in this forum

  1. Is Interest On Late Contributions Needed?

    By metsfan026,
    • 2 replies
    • 875 views

  2. How to predict date met eligibility

    By dragondon,
    • 2 replies
    • 752 views

  3. Contribution Calculation Template

    By Indu,
    • 0 replies
    • 370 views

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

    By dragondon,
    • 1 reply
    • 540 views

  5. Safe Harbor Plans with Profit Sharing

    By dragondon,
    • 4 replies
    • 3.8k views

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

    By dragondon,
    • 1 reply
    • 807 views

  7. Flexible Discretionary Match - allocation groups and plan document

    By Tom,
    • 0 replies
    • 358 views
    • Tom
    • Tom

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

    By dragondon,
    • 1 reply
    • 420 views

  9. Disability Program question

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

  10. Stock sale of plan participating in a MEP

    By Jen S,
    • 6 replies
    • 1.9k views

  11. 415 limit and Match True-Up

    By Bill D.,
    • 6 replies
    • 1.9k views

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

    By dragondon,
    • 4 replies
    • 1.3k views

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

    By dragondon,
    • 4 replies
    • 938 views

  14. Controlled Group and Top Heavy

    By AmyETPA,
    • 3 replies
    • 816 views

  15. Late Contributions to 401k plan

    By FT Retire,
    • 5 replies
    • 1.3k views

  16. 414 & Non-Voting Partnership Interests

    By EBECatty,
    • 3 replies
    • 1.4k views

  17. Correcting missed 401k deferrals

    By Will J,
    • 1 reply
    • 643 views

  18. Litigation

    By CuseFan,
    • 4 replies
    • 610 views

  19. Small Business Tax Credit (Secure Act)

    By Dobber,
    • 1 reply
    • 486 views

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

    By JHalligan,
    • 8 replies
    • 1.3k views

  21. Discretionary Matching Contribution Notice??

    By JG-12,
    • 5 replies
    • 2.6k views

  22. Catch-up Eligible

    By Sarah73,
    • 17 replies
    • 2k views
    • Bri
    • Bri

  23. Excess Deferral

    By thepensionmaven,
    • 4 replies
    • 813 views

  24. RMD Calculations - Are Receivables Included?

    By metsfan026,
    • 8 replies
    • 2.2k views

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

    By AJ North,
    • 1 reply
    • 586 views

  26. RMDs for off calendar plan years

    By ratherbereading,
    • 3 replies
    • 2.7k views

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

    By justatester,
    • 1 reply
    • 385 views

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

    By Sarah73,
    • 2 replies
    • 907 views

  29. Match by payroll but employee max out earlier

    By Sarah73,
    • 2 replies
    • 602 views

  30. 401(k) + 457 Contributions

    By metsfan026,
    • 4 replies
    • 737 views

  31. husband and wife - solo k plan

    By cpc0506,
    • 8 replies
    • 1.4k views

  32. Eligibility - Rehire Question

    By ecphcs2,
    • 6 replies
    • 1.1k views

  33. Spouse designations upon divorce.

    By dragondon,
    • 12 replies
    • 6.4k views

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

    By cheersmate,
    • 2 replies
    • 467 views

  35. Compliance Testing for mid year changes with salary

    By dragondon,
    • 1 reply
    • 626 views

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

    By metsfan026,
    • 4 replies
    • 784 views

  37. State-Sponsored Retirement Plan and Remote Employees

    By RPP2001,
    • 3 replies
    • 1k views

  38. Prevailing Wage

    By Tom,
    • 5 replies
    • 3.1k views
    • Tom
    • Tom

  39. 2 active plans in same plan year

    By cpc0506,
    • 2 replies
    • 829 views

  40. Late deferral penalty for 2020 and 2021

    By Jakyasar,
    • 10 replies
    • 862 views

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

    By boccfam,
    • 1 reply
    • 611 views

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

    By Dalai Pookah,
    • 5 replies
    • 2.4k views

  43. NonElective Safe Harbor vs QNECs and QMECs

    By dragondon,
    • 5 replies
    • 2k views

  44. CARES ACt Amendment - Extended or Not?

    By austin3515,
    • 9 replies
    • 1k views

  45. Form 5500-EZ - Who Is Eligible

    By metsfan026,
    • 2 replies
    • 862 views

  46. Top Heavy Plans Vesting and How to Accommodate.

    By dragondon,
    • 3 replies
    • 725 views

  47. Mergers and Terminations-when is ADP Deadline?

    By justatester,
    • 5 replies
    • 1.2k views

  48. 401k Deferral or Corrective Contribution or Unallocated Suspense account?

    By cheersmate,   
    • 4 replies
    • 752 views

  49. Controlled Group Issue

    By metsfan026,
    • 5 replies
    • 1.1k views

  50. Small business retirement plan options

    By Jeannine,
    • 2 replies
    • 1.3k views
    • Bri
    • Bri
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