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401(k) Plans

19,317 topics in this forum

  1. Roth conversions

    By austin3515,
    • 1 reply
    • 534 views

  2. Solo 401k Contributions Timing and W-2 Details

    By Francis,
    • 1 reply
    • 534 views

  3. Contribution Only to Selected Participants

    By Nancy Pritz,
    • 2 replies
    • 534 views

  4. Elective Contribution Elections -

    By CLE401kGuy,
    • 1 reply
    • 533 views

  5. Late Hardship Regulations Amendment - SCP?

    By casey72,
    • 2 replies
    • 533 views

  6. Post severance comp - taking a poll

    By Belgarath,
    • 0 replies
    • 533 views

  7. fee disclosure didn't include all fees

    By JARichardson,
    • 3 replies
    • 533 views

  8. starting a 2017 safe harbor - missed deadline

    By Santo Gold,
    • 0 replies
    • 533 views

  9. SIMPLE IRA & Mid-Year SH 401(k) - Separate Plan Sponsors

    By OrderOfOps,
    • 4 replies
    • 533 views

  10. Application of 402(g) Catchup for Non-Calendar Plan Years

    By KJJ-TPA,
    • 2 replies
    • 532 views

  11. Timing and funding of 'solo conversion'

    By matthny,
    • 5 replies
    • 532 views

  12. RMDs from Roth Accountss

    By austin3515,
    • 3 replies
    • 532 views

  13. Exclude Vesting Prior to Plan Effective Date

    By 401Kerfuffle,   
    • 0 replies
    • 532 views

  14. Hurricane Irma - Clients in Florida

    By rblum50,
    • 3 replies
    • 531 views

  15. Failed Coverage/11g amendment necessary and statutory exclusions???

    By bethp38,   
    • 5 replies
    • 531 views

  16. LTPT Proposed Regs issued by IRS

    By Lois Baker,
    • 1 reply
    • 531 views

  17. Top heavy and retirement

    By hileman,
    • 1 reply
    • 530 views
    • Bri
    • Bri

  18. Safe Harbor Match but no 401k deferred

    By Becky Schwing,
    • 3 replies
    • 529 views

  19. Controlled Group status (100% of Company A and 50% of company B)

    By Sammiemor,
    • 4 replies
    • 529 views
    • DJL
    • DJL

  20. safe harbor non-elective contribution

    By thepensionmaven,
    • 4 replies
    • 529 views

  21. Partnership calendar year plan putting deferrals for 2018, for partners on July 1st

    By Jim Chad,
    • 3 replies
    • 529 views

  22. CONTROLLED GROUP/ADP TESTING

    By Chippy,
    • 6 replies
    • 529 views

  23. employer switch

    By gregburst,
    • 1 reply
    • 528 views

  24. Earned Income Calculation

    By austin3515,
    • 1 reply
    • 528 views

  25. Uncashed refund of excess deferral

    By gregburst,
    • 1 reply
    • 528 views

  26. ROBS Company Issuing Preferred Stock

    By 401 Chaos,
    • 0 replies
    • 528 views

  27. Safe harbor 3% cross tested plan

    By Pixie,
    • 5 replies
    • 528 views

  28. Voluntary Correction Program - 401(k) Plan operating like an ESOP and stock unfunded / no ESOP provisions

    By youngbenefitslawyer,
    • 1 reply
    • 527 views

  29. SECURE 2.0 - Roth Catch-Up for HPEs: Lookback comp for onboarding PEO

    By legort69,
    • 1 reply
    • 527 views

  30. Affiliated Service Group Question

    By metsfan026,
    • 3 replies
    • 527 views

  31. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026,
    • 1 reply
    • 527 views

  32. 403(b) Plan Amendment

    By Barbara,
    • 3 replies
    • 527 views

  33. 2 types of ER contributions - vested sched vs immediate

    By TPApril,
    • 3 replies
    • 527 views

  34. Compensation controlled group: SE income on K-1 and W-2

    By tghooper,
    • 4 replies
    • 527 views

  35. Due Date to Fund Employer Contributions

    By Stash026,
    • 1 reply
    • 526 views

  36. Automatic enrollment - protected benefit?

    By Santo Gold,
    • 4 replies
    • 526 views

  37. Mid Year Increase to SH Match Formula

    By AJ North,
    • 1 reply
    • 526 views

  38. Differing match formulas

    By hsctpa,
    • 1 reply
    • 526 views

  39. ADP refunds and withholding

    By BG5150,
    • 2 replies
    • 525 views

  40. SHNEC/New Comp - ppt eligibility for PS - include them in New Comp calc or not???

    By bethp38,
    • 4 replies
    • 525 views

  41. ADP Refund incorrect check amount

    By karl,
    • 1 reply
    • 525 views

  42. Participating Employer, Controlled Group, Income from all Employers & SHNEC - HELP!

    By JGordon,
    • 2 replies
    • 525 views

  43. Contributions in Multiple Plans

    By Stash026,
    • 2 replies
    • 525 views

  44. Participating Employer

    By Alex M.,
    • 2 replies
    • 525 views

  45. 2024 Catch-Ups as Roth

    By msmith,
    • 2 replies
    • 524 views

  46. EACA - Former Employee and the 10% Additional Tax

    By Guest Bob:,   
    • 0 replies
    • 524 views
    • Guest
    • Guest

  47. Elective Withholding on Unpaid Vacation

    By CLE401kGuy,
    • 2 replies
    • 524 views

  48. Vesting for Rehires

    By FishOn,
    • 2 replies
    • 524 views

  49. Safe Harbor plan with discretionary match using flexible discretionary formula

    By R. Butler,
    • 0 replies
    • 524 views

  50. Match refunded or forfeited in this case

    By BG5150,
    • 4 replies
    • 524 views
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