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401(k) Plans

19,332 topics in this forum

  1. Employer incorrectly capped my contributions

    By HL,
    • 3 replies
    • 715 views

  2. Plans Merged; Prior Plan Administered a Higher ER Match % than Plan Doc called for. Are corrective measures needed?

    By ERISA Rookie,
    • 4 replies
    • 715 views

  3. 401k - Employee excessively accelerating contributions (deferrals)

    By famoosemutt,
    • 1 reply
    • 715 views
    • WCC
    • WCC

  4. Inadvertent Error on 404(a)(5) Notice

    By Molgilny89,
    • 1 reply
    • 714 views

  5. New to me Plan - SH NEC Review... Not Right

    By Basically,
    • 3 replies
    • 714 views
    • Bri
    • Bri

  6. Strange question re ADP testing

    By Belgarath,
    • 3 replies
    • 714 views

  7. SECURE ACT no safe harbor notices after 12/31/2019

    By thepensionmaven,
    • 3 replies
    • 714 views

  8. Is my one-participant 401(k) out of compliance? I want to terminate it.

    By sify iway,
    • 3 replies
    • 714 views

  9. Off Calendar: Secure 2.0 Roth Rules

    By justatester,
    • 2 replies
    • 713 views

  10. Removing Roth in a Safe Harbor Plan

    By cpc0506,
    • 2 replies
    • 713 views

  11. Contribution Withdrawal

    By TH 401k,
    • 6 replies
    • 713 views

  12. Secure 2.0 - Document / Qualification Issues after 1/1/25?

    By Leopurrd-401k,
    • 3 replies
    • 713 views

  13. new plan, terminated employees

    By gregburst,
    • 1 reply
    • 713 views

  14. TERMINATED employee recieved letter from SoCIAL Security re his 401k asset value

    By SSRRS,
    • 3 replies
    • 712 views

  15. 60 Day Rollover

    By austin3515,
    • 2 replies
    • 712 views

  16. Early Entry

    By Inquiring Mind,
    • 3 replies
    • 712 views
    • Bri
    • Bri

  17. ROTH in-plan rollover

    By Scuba 401,
    • 1 reply
    • 712 views

  18. 410b testing

    By Chippy,
    • 2 replies
    • 712 views

  19. ECPRS / Did Not withhold Elected Amount

    By austin3515,
    • 3 replies
    • 712 views

  20. Electronic Signatures for Loans

    By jim241,   
    • 1 reply
    • 712 views

  21. Employee contributions to HSA, NOT through 125 plan

    By Belgarath,
    • 2 replies
    • 712 views

  22. Funding Profit Sharing contribution with excess assets transferred from a terminated DB plan

    By msmith,
    • 2 replies
    • 712 views

  23. Stacked Match with 3-month CODA

    By Brenda Wren,
    • 3 replies
    • 711 views

  24. 1-person (+spouse) plan exceptions

    By TPApril,
    • 2 replies
    • 711 views
    • Bird
    • Bird

  25. Cares Act Distribution and interaction with 1 year wait after termination

    By Purplemandinga,
    • 2 replies
    • 711 views

  26. Failed coverage, no fail-safe

    By BG5150,
    • 3 replies
    • 711 views

  27. Student Loan Program - Match Exclusion Method

    By Gruegen,
    • 4 replies
    • 711 views

  28. Resources for Independent Valuations

    By HCE,
    • 2 replies
    • 711 views

  29. Does measuring period for break in service change upon rehire

    By Jim Chad,
    • 2 replies
    • 710 views

  30. Controlled group. Husband/wife/2 children

    By thepensionmaven,
    • 4 replies
    • 710 views

  31. PS Sharing vs CODA

    By justatester,
    • 6 replies
    • 710 views

  32. 401(k) for Cannabis businesses; impact of Impact of IRC sec. 4972 10% excise tax on nondeductible contributions

    By Luke Bailey,
    • 2 replies
    • 710 views

  33. 401(k) deferral understated

    By poisnivey,   
    • 1 reply
    • 710 views

  34. Tips and safe harbor 401(k) Plan -

    By 52626,
    • 1 reply
    • 710 views

  35. providing participant statements to participants in brokerage accounts

    By AlbanyConsultant,
    • 4 replies
    • 710 views

  36. Delay / Repeal of Fiduciary Rule Expected

    By austin3515,
    • 7 replies
    • 710 views

  37. Catch-ups over 100% of pay

    By austin3515,
    • 2 replies
    • 709 views

  38. EACA with Auto Escalation - Notice Requirements

    By ERISAAPPLE,
    • 1 reply
    • 709 views

  39. More Prevailing Wage/Davis Bacon Fun

    By justatester,
    • 1 reply
    • 709 views

  40. Operational failure in a DB prototype

    By QNPG,
    • 1 reply
    • 709 views

  41. Compensation for Profit Share Allocation

    By coleboy,
    • 6 replies
    • 708 views

  42. Hardship Eligiblity

    By Stash026,
    • 3 replies
    • 708 views

  43. Posting Integrated PS contrib for SHNEC plan in Relius

    By MNO,
    • 1 reply
    • 708 views

  44. Is 100% of deferrals up to 6% SH match okay?

    By BG5150,
    • 2 replies
    • 708 views

  45. ADP/ACP Testing Compensation

    By AmyETPA,
    • 1 reply
    • 707 views
    • Bri
    • Bri

  46. Share Holder Insurance Premiums

    By coleboy,
    • 3 replies
    • 707 views

  47. correcting failed ADP Test

    By Lou81,   
    • 3 replies
    • 707 views

  48. EPCRS Interpretation

    By Mr Bagwell,
    • 2 replies
    • 706 views

  49. Retroactive Safe Harbor for 2020, plan was already a 3% Safe Harbor

    By John Feldt ERPA CPC QPA,
    • 3 replies
    • 706 views

  50. Does a de minimis financial incentive work?

    By Peter Gulia,
    • 3 replies
    • 706 views
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