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401(k) Plans

19,382 topics in this forum

  1. RMD for Owner's Parents?

    By 401king,
    • 3 replies
    • 8.2k views

  2. late EACA/QDIA notice consequences?

    By AlbanyConsultant,
    • 0 replies
    • 518 views

  3. Forcing out deceased beneficiary due to Plan termination

    By Pensions2020,
    • 2 replies
    • 933 views

  4. Hardship Distribution Due To Hurricane

    By metsfan026,
    • 5 replies
    • 1.3k views

  5. RMD Calculations for CB/DB Plans

    By FT Retire,
    • 1 reply
    • 961 views

  6. Elimination of Annuity Options in a 401(k)

    By Tom,
    • 4 replies
    • 1.9k views

  7. Lawsuit Settlement Proceeds

    By Molgilny89,
    • 1 reply
    • 1.1k views

  8. 4-Tier Integrated PS Calc

    By Puffinator,
    • 6 replies
    • 1.3k views

  9. 401k contributions from a small check

    By JKW,
    • 5 replies
    • 1.2k views

  10. Safe Harbor and Profit Sharing

    By 401kay,
    • 9 replies
    • 1.3k views

  11. Residual Balance for Terminated Plan

    By metsfan026,
    • 4 replies
    • 1.6k views

  12. Eligibility Requirements for new 401k Plans

    By dragondon,
    • 3 replies
    • 1.8k views

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

    By Sarah73,
    • 3 replies
    • 843 views

  14. Last Day Allocation Condition

    By Vlad401k,
    • 16 replies
    • 5.3k views

  15. 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

  16. 402(g) excess - if caught prior to end of plan year, can it be corrected through payroll?

    By Rory,
    • 6 replies
    • 2.8k views

  17. Non-spousal beneficiary

    By Pat Crum,
    • 11 replies
    • 2.6k views

  18. Leased employee?

    By RatherBeGolfing,
    • 3 replies
    • 759 views

  19. 401k transfer mapped to same funds

    By lou22,
    • 4 replies
    • 682 views

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

    By dragondon,
    • 6 replies
    • 1.6k views

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

    By JHalligan,
    • 2 replies
    • 983 views

  22. Is Interest On Late Contributions Needed?

    By metsfan026,
    • 2 replies
    • 893 views

  23. How to predict date met eligibility

    By dragondon,
    • 2 replies
    • 781 views

  24. Contribution Calculation Template

    By Indu,
    • 0 replies
    • 386 views

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

    By dragondon,
    • 1 reply
    • 559 views

  26. Safe Harbor Plans with Profit Sharing

    By dragondon,
    • 4 replies
    • 3.9k views

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

    By dragondon,
    • 1 reply
    • 830 views

  28. Flexible Discretionary Match - allocation groups and plan document

    By Tom,
    • 0 replies
    • 374 views
    • Tom
    • Tom

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

    By dragondon,
    • 1 reply
    • 436 views

  30. Disability Program question

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

  31. Stock sale of plan participating in a MEP

    By Jen S,
    • 6 replies
    • 1.9k views

  32. 415 limit and Match True-Up

    By Bill D.,
    • 6 replies
    • 2k views

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

    By dragondon,
    • 4 replies
    • 1.4k views

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

    By dragondon,
    • 4 replies
    • 972 views

  35. Controlled Group and Top Heavy

    By AmyETPA,
    • 3 replies
    • 854 views

  36. Late Contributions to 401k plan

    By FT Retire,
    • 5 replies
    • 1.3k views

  37. 414 & Non-Voting Partnership Interests

    By EBECatty,
    • 3 replies
    • 1.4k views

  38. Correcting missed 401k deferrals

    By Will J,
    • 1 reply
    • 668 views

  39. Litigation

    By CuseFan,
    • 4 replies
    • 634 views

  40. Small Business Tax Credit (Secure Act)

    By Dobber,
    • 1 reply
    • 512 views

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

    By JHalligan,
    • 8 replies
    • 1.4k views

  42. Discretionary Matching Contribution Notice??

    By JG-12,
    • 5 replies
    • 2.7k views

  43. Catch-up Eligible

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

  44. Excess Deferral

    By thepensionmaven,
    • 4 replies
    • 837 views

  45. RMD Calculations - Are Receivables Included?

    By metsfan026,
    • 8 replies
    • 2.3k views

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

    By AJ North,
    • 1 reply
    • 606 views

  47. RMDs for off calendar plan years

    By ratherbereading,
    • 3 replies
    • 2.8k views

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

    By justatester,
    • 1 reply
    • 400 views

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

    By Sarah73,
    • 2 replies
    • 953 views

  50. Match by payroll but employee max out earlier

    By Sarah73,
    • 2 replies
    • 621 views
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