401(k) Plans

19,275 topics in this forum

1. 401(k) Safe Harbor Exemption

   By Kristi Driscoll, June 15, 2021   

   • safe harbor match
   • abt
   • 0 replies
   • 258 views
   • 
   • Kristi Driscoll
   • June 15, 2021

2. Enrolling spouse in owner only 401k plan

   By Renee H, November 5
   • 3 replies
   • 258 views
   • 
   • Renee H
   • November 6

3. New Safe Harbor Plan started mid-year

   By Tom, May 23, 2022
   • 0 replies
   • 258 views
   • 
   • Tom
   • May 23, 2022

4. Covered comp tables

   By austin3515, February 1, 2024
   • 2 replies
   • 257 views
   • 
   • austin3515
   • February 1, 2024

5. Congruent Solutions

   By mjf06241972, November 20, 2023
   • 0 replies
   • 256 views
   • 
   • mjf06241972
   • November 20, 2023

6. Dual Qualified Plans - What must be satisfied?

   By Chris123, April 29, 2021
   • 0 replies
   • 252 views
   • 
   • Chris123
   • April 29, 2021

7. safe harbor contribution in the year you leave a MEP

   By AlbanyConsultant, September 27, 2023
   • 0 replies
   • 251 views
   • 
   • AlbanyConsultant
   • September 27, 2023

8. Starting 401(k), SIMPLE notice not given

   By ntv, December 14, 2020
   • 0 replies
   • 248 views
   • 
   • ntv
   • December 14, 2020

9. SCP-exclusion form deferral opportunity for HCE under safe harbor nonelective 401(k)

   By Draper55, October 3, 2024
   • 0 replies
   • 243 views
   • 
   • Draper55
   • October 3, 2024

10. Retention Schedules for Distribution Info

    By 401Katie, November 10
    • 7 replies
    • 236 views
    • 
    • CuseFan
    • November 13

11. QACA Anniversary Years?

    By Gilmore, June 21, 2021
    • 0 replies
    • 233 views
    • 
    • Gilmore
    • June 21, 2021

12. Coverage and a SH Match Plan

    By justatester, September 23, 2024
    • 0 replies
    • 232 views
    • 
    • justatester
    • September 23, 2024

13. Emergency Medical Service Personnel definition

    By spiritrider, November 20, 2018
    • 0 replies
    • 230 views
    • 
    • spiritrider
    • November 20, 2018

14. 401(k) plan sponsored by a business 100% owned by an ESOP - RMD question

    By Tom, October 6
    • 0 replies
    • 230 views
    • 
    • Tom
    • October 6

15. Covid Loan

    By DPSRich, April 6, 2023
    • 0 replies
    • 225 views
    • 
    • DPSRich
    • April 6, 2023

16. Mandatory Roth Catch-up for SE comp, W-2 combo

    By ejohnke, Wednesday at 08:45 PM
    • 2 replies
    • 222 views
    • 
    • Peter Gulia
    • Thursday at 01:38 PM

17. 8955 filing date

    By Tom, October 6
    • 1 reply
    • 206 views
    • 
    • Lou S.
    • October 6

18. Help - IRS Plan Number Issue due to reverse plan merger

    By Zach Del, August 26, 2024   

    • 5500
    • merger/acquisition
    • (and 2 more)

      Tagged with:

      • 5500
      • merger/acquisition
      • compliance
      • reporting
    • 0 replies
    • 204 views
    • 
    • Zach Del
    • August 26, 2024

19. Payroll advance

    By 401kAllTheWay, October 27
    • 0 replies
    • 202 views
    • 
    • 401kAllTheWay
    • October 27

20. S-Corp and whether or not to add ROTH provisions for 2026

    By cheersmate, Sunday at 09:15 PM
    • 2 replies
    • 190 views
    • 
    • PensionPete
    • Tuesday at 08:54 PM

21. Loan Basis after Deemed Distribution

    By GU, August 14
    • 0 replies
    • 183 views
    • 
    • GU
    • August 14

22. Deleted - inadvertent duplicate

    By Belgarath, August 4, 2022
    • 0 replies
    • 168 views
    • 
    • Belgarath
    • August 4, 2022

23. Receivable Contributions & RMD

    By metsfan026, 19 hours ago
    • 2 replies
    • 118 views
    • 
    • metsfan026
    • 18 hours ago

24. Use QNEC allocated under one-to-one correction to offset top heavy allocation?

    By swam, Monday at 07:02 AM   

    • 401k
    • qnec
    • (and 1 more)

      Tagged with:

      • 401k
      • qnec
      • top heavy
    • 0 replies
    • 104 views
    • 
    • swam
    • Monday at 07:02 AM

25. Break in Service - Rehire

    By TH 401k, Tuesday at 05:20 PM
    • 0 replies
    • 103 views
    • 
    • TH 401k
    • Tuesday at 05:20 PM

26. Employer Contribution Tax Credit - NHCE Requirement

    By austin3515, Sunday at 06:39 PM
    • 1 reply
    • 96 views
    • 
    • austin3515
    • Tuesday at 10:25 AM
27. Disability Program question

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

28. Selling a small one-person TPA firm

    Topic was moved to forum Operating a TPA or Consulting Firm

29. Weird QDRO Question

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)