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401(k) Plans

19,450 topics in this forum

  1. Plan Wide Fund Change Fees?

    By Pam Shoup,
    • 1 reply
    • 590 views

  2. ADP test for fiscal year plan: use leftover catchup from previous calendar year?

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views

  3. eligibiltiy for rehire

    By Lou81,
    • 6 replies
    • 1k views
    • Bri
    • Bri

  4. EPCRS de minimis amount - excess contribution

    By krw,
    • 3 replies
    • 811 views
    • krw
    • krw

  5. 2021 Form 5558s being denied

    By ktrombino,
    • 12 replies
    • 2.2k views

  6. Start-up (sort of?) 401(k) Plan

    By truphao,
    • 4 replies
    • 667 views

  7. New 401(k) Plan effective 1/1/2023

    By hsctpa,
    • 1 reply
    • 450 views

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

    By Bob Demontigny,
    • 1 reply
    • 1.1k views

  9. Religious exemption from plan participation

    By Tom,
    • 7 replies
    • 2.3k views

  10. Discretionary Employer Match

    By Coleboy1,
    • 2 replies
    • 790 views

  11. New VFCP "Self Correction"

    By austin3515,
    • 13 replies
    • 1.3k views

  12. Late Filing letters from the IRS sent to Plan Sponsors of 5500 EZ Plans

    By ABeach,
    • 4 replies
    • 951 views

  13. two divisions, only one PPT eligible in one division

    By JHalligan,
    • 2 replies
    • 788 views

  14. Termination Date

    By FT Retire,
    • 3 replies
    • 774 views

  15. Owner of 1-person plan dies - how to terminate?

    By TPApril,
    • 5 replies
    • 1.4k views

  16. Safe Harbor Funding requirement for 2022

    By Tom,
    • 2 replies
    • 573 views

  17. safe harbor notice - signed?

    By TPApril,
    • 3 replies
    • 999 views

  18. Partial Termination

    By austin3515,
    • 5 replies
    • 2.4k views

  19. RMD for Owner's Parents?

    By 401king,
    • 3 replies
    • 8.4k views

  20. late EACA/QDIA notice consequences?

    By AlbanyConsultant,
    • 0 replies
    • 595 views

  21. Forcing out deceased beneficiary due to Plan termination

    By Pensions2020,
    • 2 replies
    • 1.1k views

  22. Hardship Distribution Due To Hurricane

    By metsfan026,
    • 5 replies
    • 1.5k views

  23. RMD Calculations for CB/DB Plans

    By FT Retire,
    • 1 reply
    • 1.1k views

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

    By Tom,
    • 4 replies
    • 2.2k views

  25. Lawsuit Settlement Proceeds

    By Molgilny89,
    • 1 reply
    • 1.2k views

  26. 4-Tier Integrated PS Calc

    By Puffinator,
    • 6 replies
    • 1.5k views

  27. 401k contributions from a small check

    By JKW,
    • 5 replies
    • 1.3k views

  28. Safe Harbor and Profit Sharing

    By 401kay,
    • 9 replies
    • 1.5k views

  29. Residual Balance for Terminated Plan

    By metsfan026,
    • 4 replies
    • 1.9k views

  30. Eligibility Requirements for new 401k Plans

    By dragondon,
    • 3 replies
    • 2.2k views

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

    By Sarah73,
    • 3 replies
    • 957 views

  32. Last Day Allocation Condition

    By Vlad401k,
    • 16 replies
    • 5.9k views

  33. small plan deferrals deposited in a timely manner but unable to allocate due to payroll breakdowns not being submitted

    By Rayofsunshine,
    • 4 replies
    • 1.2k views

  34. 402(g) excess - if caught prior to end of plan year, can it be corrected through payroll?

    By Rory,
    • 6 replies
    • 3.3k views

  35. Non-spousal beneficiary

    By Pat Crum,
    • 11 replies
    • 3.5k views

  36. Leased employee?

    By RatherBeGolfing,
    • 3 replies
    • 866 views

  37. 401k transfer mapped to same funds

    By lou22,
    • 4 replies
    • 817 views

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

    By dragondon,
    • 6 replies
    • 1.8k views

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

    By JHalligan,
    • 2 replies
    • 1.1k views

  40. Is Interest On Late Contributions Needed?

    By metsfan026,
    • 2 replies
    • 1k views

  41. How to predict date met eligibility

    By dragondon,
    • 2 replies
    • 886 views

  42. Contribution Calculation Template

    By Indu,
    • 0 replies
    • 462 views

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

    By dragondon,
    • 1 reply
    • 664 views

  44. Safe Harbor Plans with Profit Sharing

    By dragondon,
    • 4 replies
    • 4.4k views

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

    By dragondon,
    • 1 reply
    • 921 views

  46. Flexible Discretionary Match - allocation groups and plan document

    By Tom,
    • 0 replies
    • 454 views
    • Tom
    • Tom

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

    By dragondon,
    • 1 reply
    • 521 views

  48. Disability Program question

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

  49. Stock sale of plan participating in a MEP

    By Jen S,
    • 6 replies
    • 2.2k views

  50. 415 limit and Match True-Up

    By Bill D.,
    • 6 replies
    • 2.4k views
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