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401(k) Plans

19,317 topics in this forum

  1. Treatment of Otherwise Excludable Employees for Coverage and ADP Testing-Option 1

    By Logan401,
    • 1 reply
    • 415 views

  2. Deferrals start 7/1, PY is full year--calc match?

    By BG5150,
    • 1 reply
    • 415 views

  3. Recapture Account Allocation Method Change - new 404a-5 disclosure?

    By JustMe,
    • 0 replies
    • 414 views

  4. Partnership dissolving, new partnership forming - What separation or severance rules apply?

    By JustMe,
    • 0 replies
    • 414 views

  5. 401 K

    By lian bawi,
    • 1 reply
    • 414 views

  6. No S-8 if matching shares

    By Fortunate Freddy,
    • 0 replies
    • 413 views

  7. Tax Credits Available under SECURE 2.0

    By FishOn,
    • 1 reply
    • 413 views

  8. Top Heavy Testing

    By Tom,
    • 1 reply
    • 412 views

  9. Carryover of Deferral Elections to QACA? Uniformity Requirement an issue?

    By casey72,
    • 0 replies
    • 412 views

  10. Integrated Formula

    By Mr Bagwell,
    • 3 replies
    • 412 views
    • Bri
    • Bri

  11. MEP 401(k) Plan-Does account balance transfer with eEE when changing ER?

    By fynn6%7,   
    • 0 replies
    • 412 views

  12. Key employee determination in a short plan year

    By SW77,
    • 0 replies
    • 412 views

  13. Controlled Group Question

    By bzorc,
    • 2 replies
    • 411 views

  14. Successor Plan - The surprise plan

    By FishOn,
    • 1 reply
    • 411 views

  15. Late Form 5500 Filing - Multiple Plans

    By metsfan026,
    • 1 reply
    • 411 views

  16. Eligibility

    By Chippy,
    • 1 reply
    • 411 views

  17. Partnership Comp Calcs Forfeitures

    By sdix401k,
    • 1 reply
    • 411 views
    • Bri
    • Bri

  18. QSLP's

    By Belgarath,
    • 2 replies
    • 411 views

  19. match increase amendment (non s/h plan)

    By TPApril,
    • 0 replies
    • 410 views

  20. Life Insurance Plans in 401(k)

    By 401(k) DUDE,
    • 1 reply
    • 409 views

  21. Traditional 401(k) plan to Safe Harbor 401(k) plan

    By Dougsbpc,
    • 1 reply
    • 409 views

  22. Affiliated employer wants to start own plan

    By Santo Gold,
    • 0 replies
    • 408 views

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

    By dragondon,
    • 1 reply
    • 408 views

  24. Plan Document Restatement - Non Volume Submitter DC

    By metsfan026,
    • 1 reply
    • 407 views

  25. Retention Schedules for Distribution Info

    By 401Katie,
    • 7 replies
    • 407 views

  26. Tax withhholding versus 401k deferral on irregular pay

    By Pammie57,
    • 1 reply
    • 406 views

  27. off calendar year

    By thepensionmaven,
    • 2 replies
    • 405 views

  28. Bottom Up QNEC

    By Vlad401k,
    • 1 reply
    • 405 views

  29. Funding Contribution for Terminated Participants Now

    By JustMe,
    • 1 reply
    • 403 views

  30. QACA vs SHMAC

    By gregburst,
    • 0 replies
    • 403 views

  31. QLAC

    By cathyw,
    • 0 replies
    • 401 views

  32. Matching on the incorrect source...any ideas?

    By Benguru25,
    • 1 reply
    • 400 views

  33. Forfeiture Allocation of PS funds

    By 52626,
    • 1 reply
    • 400 views

  34. 401k funded by employer and not fixed

    By AlbanyConsultant,
    • 1 reply
    • 399 views

  35. DB/DC Aggregate Testing issue

    By Jaded,
    • 0 replies
    • 399 views

  36. Top Heavy and Safe Harbor

    By coleboy,
    • 2 replies
    • 398 views

  37. Still time for loan payment suspensions?

    By Gilmore,
    • 0 replies
    • 398 views

  38. CODE 4 ON THE 1099-R

    By SHARON M.,
    • 1 reply
    • 398 views

  39. Exclude Non-U.S. Source Income from Compensation

    By EBECatty,
    • 0 replies
    • 397 views

  40. Hardship Distribution - Services Completed

    By 52626,
    • 0 replies
    • 397 views

  41. Auto-Escalate Notice

    By Steamboat,
    • 1 reply
    • 396 views

  42. Department of Labor Wage and Hour Division FLSA Back Wages

    By jkharvey,
    • 0 replies
    • 396 views

  43. 401(k) Plan for Collectively Bargained Employees -- Is ADP/Safe Harbor Language Required?

    By rocknrolls2,
    • 1 reply
    • 396 views

  44. State paid leave laws

    By R. Butler,
    • 0 replies
    • 394 views

  45. IRS Approved Nonbank Trustees

    By C. Walker,
    • 1 reply
    • 394 views

  46. How to Handle Match Formula

    By mming,
    • 2 replies
    • 393 views

  47. About long-term part-time employees, interpreting Internal Revenue Code § 401(k)(2)(D)(ii) and § 401(k)(15)

    By Peter Gulia,
    • 2 replies
    • 393 views

  48. Safe harbor Change

    By coleboy,
    • 1 reply
    • 393 views

  49. Data Loss Prevention / MimeCast

    By austin3515,
    • 0 replies
    • 392 views

  50. tricky end of year pay for possible HCE

    By TPApril,
    • 1 reply
    • 392 views
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