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401(k) Plans

19,407 topics in this forum

  1. Safe Harbor Plans with Profit Sharing

    By dragondon,
    • 4 replies
    • 4.1k views

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

    By dragondon,
    • 1 reply
    • 880 views

  3. Flexible Discretionary Match - allocation groups and plan document

    By Tom,
    • 0 replies
    • 409 views
    • Tom
    • Tom

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

    By dragondon,
    • 1 reply
    • 476 views

  5. Disability Program question

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

  6. Stock sale of plan participating in a MEP

    By Jen S,
    • 6 replies
    • 2k views

  7. 415 limit and Match True-Up

    By Bill D.,
    • 6 replies
    • 2.2k views

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

    By dragondon,
    • 4 replies
    • 1.5k views

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

    By dragondon,
    • 4 replies
    • 1.1k views

  10. Controlled Group and Top Heavy

    By AmyETPA,
    • 3 replies
    • 913 views

  11. Late Contributions to 401k plan

    By FT Retire,
    • 5 replies
    • 1.4k views

  12. 414 & Non-Voting Partnership Interests

    By EBECatty,
    • 3 replies
    • 1.5k views

  13. Correcting missed 401k deferrals

    By Will J,
    • 1 reply
    • 717 views

  14. Litigation

    By CuseFan,
    • 4 replies
    • 685 views

  15. Small Business Tax Credit (Secure Act)

    By Dobber,
    • 1 reply
    • 563 views

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

    By JHalligan,
    • 8 replies
    • 1.5k views

  17. Discretionary Matching Contribution Notice??

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

  18. Catch-up Eligible

    By Sarah73,
    • 17 replies
    • 2.2k views
    • Bri
    • Bri

  19. Excess Deferral

    By thepensionmaven,
    • 4 replies
    • 898 views

  20. RMD Calculations - Are Receivables Included?

    By metsfan026,
    • 8 replies
    • 2.4k views

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

    By AJ North,
    • 1 reply
    • 659 views

  22. RMDs for off calendar plan years

    By ratherbereading,
    • 3 replies
    • 2.9k views

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

    By justatester,
    • 1 reply
    • 440 views

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

    By Sarah73,
    • 2 replies
    • 1k views

  25. Match by payroll but employee max out earlier

    By Sarah73,
    • 2 replies
    • 671 views

  26. 401(k) + 457 Contributions

    By metsfan026,
    • 4 replies
    • 834 views

  27. husband and wife - solo k plan

    By cpc0506,
    • 8 replies
    • 1.6k views

  28. Eligibility - Rehire Question

    By ecphcs2,
    • 6 replies
    • 1.3k views

  29. Spouse designations upon divorce.

    By dragondon,
    • 12 replies
    • 7.3k views

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

    By cheersmate,
    • 2 replies
    • 533 views

  31. Compliance Testing for mid year changes with salary

    By dragondon,
    • 1 reply
    • 703 views

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

    By metsfan026,
    • 4 replies
    • 864 views

  33. State-Sponsored Retirement Plan and Remote Employees

    By RPP2001,
    • 3 replies
    • 1.1k views

  34. Prevailing Wage

    By Tom,
    • 5 replies
    • 3.3k views
    • Tom
    • Tom

  35. 2 active plans in same plan year

    By cpc0506,
    • 2 replies
    • 919 views

  36. Late deferral penalty for 2020 and 2021

    By Jakyasar,
    • 10 replies
    • 964 views

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

    By boccfam,
    • 1 reply
    • 681 views

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

    By Dalai Pookah,
    • 5 replies
    • 2.6k views

  39. NonElective Safe Harbor vs QNECs and QMECs

    By dragondon,
    • 5 replies
    • 2.2k views

  40. CARES ACt Amendment - Extended or Not?

    By austin3515,
    • 9 replies
    • 1.1k views

  41. Form 5500-EZ - Who Is Eligible

    By metsfan026,
    • 2 replies
    • 940 views

  42. Top Heavy Plans Vesting and How to Accommodate.

    By dragondon,
    • 3 replies
    • 855 views

  43. Mergers and Terminations-when is ADP Deadline?

    By justatester,
    • 5 replies
    • 1.3k views

  44. 401k Deferral or Corrective Contribution or Unallocated Suspense account?

    By cheersmate,   
    • 4 replies
    • 837 views

  45. Controlled Group Issue

    By metsfan026,
    • 5 replies
    • 1.3k views

  46. Small business retirement plan options

    By Jeannine,
    • 2 replies
    • 1.4k views
    • Bri
    • Bri

  47. Per Diem Employees

    By Coleboy1,
    • 6 replies
    • 1.8k views
    • Bri
    • Bri

  48. Coverage of Employees with No Income

    By Below Ground,
    • 15 replies
    • 2.1k views

  49. Terminated Plan without Interim Amendments

    By EmpbAF,
    • 6 replies
    • 1.5k views

  50. Safe Harbor Matching Contributions - Two Basic Questions

    By metsfan026,
    • 6 replies
    • 1.8k views
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