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401(k) Plans

19,423 topics in this forum

  1. Safe Harbor and Profit Sharing

    By 401kay,
    • 9 replies
    • 1.4k views

  2. Residual Balance for Terminated Plan

    By metsfan026,
    • 4 replies
    • 1.8k views

  3. Eligibility Requirements for new 401k Plans

    By dragondon,
    • 3 replies
    • 2.1k views

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

    By Sarah73,
    • 3 replies
    • 925 views

  5. Last Day Allocation Condition

    By Vlad401k,
    • 16 replies
    • 5.7k views

  6. 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

  7. 402(g) excess - if caught prior to end of plan year, can it be corrected through payroll?

    By Rory,
    • 6 replies
    • 3.1k views

  8. Non-spousal beneficiary

    By Pat Crum,
    • 11 replies
    • 3.1k views

  9. Leased employee?

    By RatherBeGolfing,
    • 3 replies
    • 832 views

  10. 401k transfer mapped to same funds

    By lou22,
    • 4 replies
    • 778 views

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

    By dragondon,
    • 6 replies
    • 1.8k views

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

    By JHalligan,
    • 2 replies
    • 1.1k views

  13. Is Interest On Late Contributions Needed?

    By metsfan026,
    • 2 replies
    • 989 views

  14. How to predict date met eligibility

    By dragondon,
    • 2 replies
    • 858 views

  15. Contribution Calculation Template

    By Indu,
    • 0 replies
    • 444 views

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

    By dragondon,
    • 1 reply
    • 645 views

  17. Safe Harbor Plans with Profit Sharing

    By dragondon,
    • 4 replies
    • 4.3k views

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

    By dragondon,
    • 1 reply
    • 900 views

  19. Flexible Discretionary Match - allocation groups and plan document

    By Tom,
    • 0 replies
    • 431 views
    • Tom
    • Tom

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

    By dragondon,
    • 1 reply
    • 503 views

  21. Disability Program question

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

  22. Stock sale of plan participating in a MEP

    By Jen S,
    • 6 replies
    • 2.1k views

  23. 415 limit and Match True-Up

    By Bill D.,
    • 6 replies
    • 2.3k views

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

    By dragondon,
    • 4 replies
    • 1.5k views

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

    By dragondon,
    • 4 replies
    • 1.1k views

  26. Controlled Group and Top Heavy

    By AmyETPA,
    • 3 replies
    • 945 views

  27. Late Contributions to 401k plan

    By FT Retire,
    • 5 replies
    • 1.4k views

  28. 414 & Non-Voting Partnership Interests

    By EBECatty,
    • 3 replies
    • 1.6k views

  29. Correcting missed 401k deferrals

    By Will J,
    • 1 reply
    • 735 views

  30. Litigation

    By CuseFan,
    • 4 replies
    • 708 views

  31. Small Business Tax Credit (Secure Act)

    By Dobber,
    • 1 reply
    • 585 views

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

    By JHalligan,
    • 8 replies
    • 1.6k views

  33. Discretionary Matching Contribution Notice??

    By JG-12,
    • 5 replies
    • 2.8k views

  34. Catch-up Eligible

    By Sarah73,
    • 17 replies
    • 2.3k views
    • Bri
    • Bri

  35. Excess Deferral

    By thepensionmaven,
    • 4 replies
    • 922 views

  36. RMD Calculations - Are Receivables Included?

    By metsfan026,
    • 8 replies
    • 2.5k views

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

    By AJ North,
    • 1 reply
    • 679 views

  38. RMDs for off calendar plan years

    By ratherbereading,
    • 3 replies
    • 3k views

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

    By justatester,
    • 1 reply
    • 464 views

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

    By Sarah73,
    • 2 replies
    • 1k views

  41. Match by payroll but employee max out earlier

    By Sarah73,
    • 2 replies
    • 693 views

  42. 401(k) + 457 Contributions

    By metsfan026,
    • 4 replies
    • 858 views

  43. husband and wife - solo k plan

    By cpc0506,
    • 8 replies
    • 1.7k views

  44. Eligibility - Rehire Question

    By ecphcs2,
    • 6 replies
    • 1.3k views

  45. Spouse designations upon divorce.

    By dragondon,
    • 12 replies
    • 7.8k views

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

    By cheersmate,
    • 2 replies
    • 555 views

  47. Compliance Testing for mid year changes with salary

    By dragondon,
    • 1 reply
    • 728 views

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

    By metsfan026,
    • 4 replies
    • 890 views

  49. State-Sponsored Retirement Plan and Remote Employees

    By RPP2001,
    • 3 replies
    • 1.2k views

  50. Prevailing Wage

    By Tom,
    • 5 replies
    • 3.4k views
    • Tom
    • Tom
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