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401(k) Plans

19,467 topics in this forum

  1. 402(g) excess - if caught prior to end of plan year, can it be corrected through payroll?

    By Rory,
    • 6 replies
    • 3.4k views

  2. Non-spousal beneficiary

    By Pat Crum,
    • 11 replies
    • 3.7k views

  3. Leased employee?

    By RatherBeGolfing,
    • 3 replies
    • 903 views

  4. 401k transfer mapped to same funds

    By lou22,
    • 4 replies
    • 860 views

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

    By dragondon,
    • 6 replies
    • 1.9k views

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

    By JHalligan,
    • 2 replies
    • 1.1k views

  7. Is Interest On Late Contributions Needed?

    By metsfan026,
    • 2 replies
    • 1.1k views

  8. How to predict date met eligibility

    By dragondon,
    • 2 replies
    • 991 views

  9. Contribution Calculation Template

    By Indu,
    • 0 replies
    • 494 views

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

    By dragondon,
    • 1 reply
    • 690 views

  11. Safe Harbor Plans with Profit Sharing

    By dragondon,
    • 4 replies
    • 4.6k views

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

    By dragondon,
    • 1 reply
    • 940 views

  13. Flexible Discretionary Match - allocation groups and plan document

    By Tom,
    • 0 replies
    • 471 views
    • Tom
    • Tom

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

    By dragondon,
    • 1 reply
    • 551 views

  15. Disability Program question

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

  16. Stock sale of plan participating in a MEP

    By Jen S,
    • 6 replies
    • 2.2k views

  17. 415 limit and Match True-Up

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

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

    By dragondon,
    • 4 replies
    • 1.6k views

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

    By dragondon,
    • 4 replies
    • 1.1k views

  20. Controlled Group and Top Heavy

    By AmyETPA,
    • 3 replies
    • 999 views

  21. Late Contributions to 401k plan

    By FT Retire,
    • 5 replies
    • 1.5k views

  22. 414 & Non-Voting Partnership Interests

    By EBECatty,
    • 3 replies
    • 1.8k views

  23. Correcting missed 401k deferrals

    By Will J,
    • 1 reply
    • 795 views

  24. Litigation

    By CuseFan,
    • 4 replies
    • 774 views

  25. Small Business Tax Credit (Secure Act)

    By Dobber,
    • 1 reply
    • 636 views

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

    By JHalligan,
    • 8 replies
    • 1.7k views

  27. Discretionary Matching Contribution Notice??

    By JG-12,
    • 5 replies
    • 3k views

  28. Catch-up Eligible

    By Sarah73,
    • 17 replies
    • 2.5k views
    • Bri
    • Bri

  29. Excess Deferral

    By thepensionmaven,
    • 4 replies
    • 983 views

  30. RMD Calculations - Are Receivables Included?

    By metsfan026,
    • 8 replies
    • 2.6k views

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

    By AJ North,
    • 1 reply
    • 729 views

  32. RMDs for off calendar plan years

    By ratherbereading,
    • 3 replies
    • 3.1k views

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

    By justatester,
    • 1 reply
    • 502 views

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

    By Sarah73,
    • 2 replies
    • 1.1k views

  35. Match by payroll but employee max out earlier

    By Sarah73,
    • 2 replies
    • 748 views

  36. 401(k) + 457 Contributions

    By metsfan026,
    • 4 replies
    • 914 views

  37. husband and wife - solo k plan

    By cpc0506,
    • 8 replies
    • 1.8k views

  38. Eligibility - Rehire Question

    By ecphcs2,
    • 6 replies
    • 1.4k views

  39. Spouse designations upon divorce.

    By dragondon,
    • 12 replies
    • 9.2k views

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

    By cheersmate,
    • 2 replies
    • 620 views

  41. Compliance Testing for mid year changes with salary

    By dragondon,
    • 1 reply
    • 792 views

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

    By metsfan026,
    • 4 replies
    • 941 views

  43. State-Sponsored Retirement Plan and Remote Employees

    By RPP2001,
    • 3 replies
    • 1.3k views

  44. Prevailing Wage

    By Tom,
    • 5 replies
    • 3.6k views
    • Tom
    • Tom

  45. 2 active plans in same plan year

    By cpc0506,
    • 2 replies
    • 1k views

  46. Late deferral penalty for 2020 and 2021

    By Jakyasar,
    • 10 replies
    • 1.1k views

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

    By boccfam,
    • 1 reply
    • 768 views

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

    By Dalai Pookah,
    • 5 replies
    • 2.9k views

  49. NonElective Safe Harbor vs QNECs and QMECs

    By dragondon,
    • 5 replies
    • 2.5k views

  50. CARES ACt Amendment - Extended or Not?

    By austin3515,
    • 9 replies
    • 1.3k views
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