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401(k) Plans

19,382 topics in this forum

  1. Definition of Compensation | Medical Loss Ratio (MLR) Rebates

    By DCqanda,
    • 0 replies
    • 551 views

  2. Excess Deferral Roth

    By Brenda Wren,
    • 8 replies
    • 1.7k views

  3. After-Tax amounts not credited

    By Kissland,
    • 6 replies
    • 1.5k views

  4. Trying to Determine who is HCE for Terminating Plan

    By Mr Bagwell,   
    • 4 replies
    • 1.3k views

  5. Sale of participating employer and vesting

    By Steamboat,
    • 3 replies
    • 1.2k views

  6. Can Employer Give Certain Employee More and How Much?

    By Chris123,
    • 3 replies
    • 616 views

  7. Unnamed contingent beneficiaries: Children or Estate

    By TPApril,
    • 4 replies
    • 1.5k views

  8. Employer stated a 401k on offer letter but has not provided. What are the employees rights?

    By Donna W,
    • 3 replies
    • 4k views

  9. can I disaggregate ADP test and aggregate ACP test

    By Scott25,
    • 2 replies
    • 996 views

  10. Successor Rule if Profit Sharing Doesn't Have a 401(k)?

    By Sue B,
    • 2 replies
    • 1.1k views

  11. New york secure choice

    By SSRRS,
    • 9 replies
    • 2k views

  12. Required Restatement for Terminated 401(k) Plan

    By lcollins300,
    • 5 replies
    • 1.7k views

  13. 401K-waiting period for final distribution

    By golfnut,
    • 9 replies
    • 11k views

  14. Inc. vs LLP. one owner, two plans?

    By TPApril,
    • 6 replies
    • 1.4k views

  15. One-to-One Correction with QNEC allocation of more than 5%

    By NW529,   
    • 5 replies
    • 1.4k views

  16. Forfeitures to Fund QNECs for Missed Deferrals plus gains

    By legort69,
    • 10 replies
    • 4.7k views

  17. document restatement after termination date

    By WCC,
    • 3 replies
    • 1.3k views

  18. terminating SEP & starting 401k & SECURE Act

    By TPApril,
    • 4 replies
    • 1.3k views

  19. Help with formula

    By Pink cupcake,
    • 6 replies
    • 5.5k views

  20. Implication of Eligibility Amendment

    By Stash026,
    • 4 replies
    • 1.6k views

  21. Excess deferrals in a tribal non-ERISA 401(k) plan

    By ldr,   
    • 1 reply
    • 635 views

  22. Participant Loan in Default or not due to CARES Act relief

    By cheersmate,   
    • 3 replies
    • 613 views

  23. Safe Harbor 3% NonElective to NHCE only. Mid Year Change wanted.

    By Mr Bagwell,   
    • 4 replies
    • 1.3k views

  24. Amending a plan after the close of the plan year to pass gateway test

    By ldr,   
    • 2 replies
    • 977 views
    • ldr
    • ldr

  25. Ownership Through Another Company

    By Vlad401k,
    • 1 reply
    • 505 views

  26. starting an owner only 401(k) plan after reclassifying the only employee

    By ldr,   
    • 17 replies
    • 2.1k views

  27. Vesting Amendment and Terminated Employees

    By Slem,
    • 3 replies
    • 2.5k views

  28.  If SH is removed mid-year due to acquisition, do SH provisions apply for that year and you don't need to worry about ADP testing?

    By Chris123,
    • 8 replies
    • 1.7k views

  29. Deemed nonelective contributions to a 401(k) Plan

    By Christopher Wilson,
    • 1 reply
    • 643 views

  30. Dual Qualified Plans - What must be satisfied?

    By Chris123,
    • 0 replies
    • 298 views

  31. Who is included in ADP test when Safe Harbor eligibility is more restrictive?

    By Megandps,
    • 7 replies
    • 3.4k views

  32. Gains for late deposits included on the adp/acp test

    By ratherbereading,   
    • 5 replies
    • 754 views

  33. Participant dies with loan outstanding

    By austin3515,
    • 19 replies
    • 11.6k views

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

    By KJJ-TPA,
    • 2 replies
    • 568 views

  35. Rollover later determined to be ineligible

    By Guest sheTexasHammer,
    • 20 replies
    • 11.2k views

  36. Company Merger but More Generous Match was not provided for in the Updated Plan

    By Bob the Swimmer,
    • 11 replies
    • 1.5k views

  37. Shared Employees

    By Brian Anderson,
    • 4 replies
    • 1.1k views

  38. Special HCE Elective Deferral Eligibility Requirement for Safe Harbor 401(k) Plan

    By KMMB,
    • 8 replies
    • 1.3k views

  39. Payroll based SH Match deposited late

    By BG5150,
    • 2 replies
    • 935 views

  40. New Comparability w/Integrated Allocation

    By Go401k,
    • 18 replies
    • 5.9k views

  41. Form 5500-SF Part II Line 5(a)-(e)

    By AdKu,
    • 15 replies
    • 3.7k views

  42. VFC - Delinquent Contributions

    By Stash026,
    • 5 replies
    • 981 views

  43. Tip income

    By austin3515,
    • 26 replies
    • 8.1k views

  44. Deferral Deductibility

    By Lucky32,
    • 6 replies
    • 1.6k views

  45. Interest on Late Profit Sharing Plans

    By Stash026,
    • 8 replies
    • 918 views

  46. Top Heavy and Safe Harbor

    By coleboy,
    • 29 replies
    • 2.4k views

  47. 45-day notice requirement for safe harbor correction

    By t.haley,
    • 1 reply
    • 1k views
    • EBP
    • EBP

  48. Missed Deferral and Catchup Opportunity

    By bhodge113,
    • 4 replies
    • 2k views

  49. 401K institution refusing to cut two checks for pre-tax and ROTH roll-over

    By aginsber,
    • 2 replies
    • 2k views

  50. 8955-SSA and 'gap year' for RMD

    By AlbanyConsultant,
    • 5 replies
    • 810 views
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