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401(k) Plans

19,337 topics in this forum

  1. 401(k) for self employed

    By thepensionmaven,
    • 1 reply
    • 834 views

  2. In plan Roth Transfer and in Plan Roth Rollover 1099 code(s)

    By Bob Demontigny,
    • 1 reply
    • 834 views

  3. SH Nonelective - First Plan Year

    By Gilmore,
    • 6 replies
    • 834 views

  4. New safe harbor plan

    By PensionPro,
    • 6 replies
    • 834 views

  5. Do Statutory Employees who get a W-2 count as employees for auto enrollment purposes

    By Will.I.Am,
    • 3 replies
    • 833 views

  6. Must withdrawals come out pro rata Roth and pre-tax?

    By Guest Rissa,
    • 1 reply
    • 833 views
    • Guest
    • Guest

  7. 2023 RMD expectancy tables

    By FT Retire,
    • 2 replies
    • 833 views

  8. Hardship Withdrawal Request under final regs

    By Pammie57,
    • 3 replies
    • 833 views

  9. Should QNECs be included in total ER contrib for Max Deduct.?

    By Guest Puff,   
    • 1 reply
    • 833 views

  10. $300,000 fine 5500ez

    By flowersarenice,
    • 2 replies
    • 833 views

  11. Cash in lue of fringe benefit counted as comp?

    By Jim Chad,
    • 2 replies
    • 833 views

  12. how long can you be 'otherwise excludable'

    By cpc0506,
    • 1 reply
    • 833 views

  13. Employee becomes agency temp, is he employed on the last day?

    By Jim Chad,
    • 3 replies
    • 832 views

  14. Advisor fees charged to plan

    By Guest eafrazier,
    • 0 replies
    • 832 views
    • Guest
    • Guest

  15. Form 5500 Required if New Plan Has No Participants and No Assets Yet?

    By kmhaab,
    • 3 replies
    • 832 views

  16. Military leave - loan provision

    By AKconsult,
    • 0 replies
    • 832 views

  17. Weird Vesting Rule

    By austin3515,
    • 11 replies
    • 832 views

  18. Discretionary Matching Contribution Question

    By metsfan026,
    • 4 replies
    • 832 views

  19. Top-Heavy Safe-Harbor

    By Bruce1,
    • 7 replies
    • 831 views

  20. Forfeiture Allocation (very tiny amount)

    By BLM,
    • 3 replies
    • 831 views

  21. SIMPLE Roth Rollover

    By MGOAdmin,
    • 1 reply
    • 831 views
    • G8Rs
    • G8Rs

  22. service provider disclosure (notice of changes)

    By k man,
    • 0 replies
    • 831 views

  23. Late deferrals interest for people who left a long time ago

    By BG5150,
    • 5 replies
    • 831 views

  24. Is there a common practice for the threshold of HCE's and when you should think about Top Heavy

    By dragondon,
    • 5 replies
    • 831 views

  25. small plan, all participants quit together

    By Earl,
    • 4 replies
    • 830 views

  26. Qualified Individual - Reduced Hours

    By Gilmore,
    • 4 replies
    • 830 views

  27. Staff Employer Contributions Sitting in Owner's Account

    By ratherbereading,   
    • 10 replies
    • 830 views

  28. HCE's limited to 4.5% deferral. An HCE that termed deferred 28%. How to correct ADP test?

    By Jim Chad,
    • 3 replies
    • 830 views

  29. deductible fees?

    By M Norton,
    • 3 replies
    • 830 views

  30. Covering employees of unrelated entity

    By Nancy D,
    • 3 replies
    • 830 views

  31. Auto enrollment cessation

    By Dave N,
    • 3 replies
    • 830 views

  32. Nonqualified Roth earnings

    By Guest jim williams,
    • 1 reply
    • 830 views

  33. |Cash vs 401k

    By 52626,
    • 8 replies
    • 829 views

  34. Non-safe harbor definition of compensation applies on to PS

    By cpc0506,
    • 1 reply
    • 829 views

  35. Self employed deposits too much into 401k...Any suggestions for the excess

    By jkharvey,
    • 4 replies
    • 829 views

  36. general question - allowed to contribute for 2017 now & wants corrected w2?

    By Erica23,
    • 11 replies
    • 829 views

  37. Secure Act adding SH NEC

    By justatester,
    • 3 replies
    • 829 views

  38. Should I file a Sched H or 5500-SF? - Count of BOY participants

    By Bruddah Kimo,
    • 7 replies
    • 829 views

  39. Asset sale and safe harbor plan

    By 30Rock,
    • 1 reply
    • 829 views

  40. Removing Auto Enrollment Feature

    By kpickering,
    • 0 replies
    • 828 views

  41. Participant Notice Solution (Preparation & Fulfillment)???

    By LANDO,   
    • 0 replies
    • 828 views

  42. Incorrect beneficiary a non-exempt transaction?

    By JW,
    • 3 replies
    • 828 views

  43. "Late Safe harbor Notice" consequences?

    By BG5150,
    • 4 replies
    • 828 views

  44. PS Alloc based on Years of Service

    By jmartin,
    • 3 replies
    • 828 views

  45. PTO Contribution Amendment

    By Guest Statler,
    • 0 replies
    • 828 views
    • Guest
    • Guest

  46. Imputing Permitted Disparity

    By austin3515,
    • 4 replies
    • 828 views

  47. Overpayments and Other Plan Errors

    By Madison71,
    • 5 replies
    • 828 views

  48. Employee bonus paid out as 401(k) SH Match

    By KdGal,
    • 2 replies
    • 828 views

  49. Participant Diversification

    By khn,
    • 1 reply
    • 828 views
    • GMK
    • GMK

  50. Retroactively amending for 4% safe harbor

    By BG5150,
    • 2 replies
    • 827 views
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