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401(k) Plans

19,407 topics in this forum

  1. Safe Harbor Match miscalculated by payroll provider

    By Pammie57,
    • 2 replies
    • 789 views

  2. Plan Sponsor Received Mutual Fund Settlement Check Payable to 401k Plan

    By waid10,
    • 3 replies
    • 1.2k views

  3. Employee Fund Allocations

    By coleboy,
    • 3 replies
    • 661 views

  4. Conversion from a MEP to a stand alone 401k Plan

    By 401kSteve,
    • 0 replies
    • 699 views

  5. Mid Year HCE Safe Harbor Inclusion?

    By Gilmore,
    • 1 reply
    • 746 views

  6. Transfer from a PEO-MEP to a 401k Plan

    By 401kSteve,
    • 0 replies
    • 530 views

  7. Satisfying ABT on Allocations and Rate Group Testing on Benefits

    By CLE401kGuy,
    • 6 replies
    • 1.2k views

  8. Why not allow everyone in for elective deferrals?

    By Peter Gulia,   
    • 14 replies
    • 2.2k views

  9. RMD Fail

    By Plan Doc,
    • 6 replies
    • 1.3k views

  10. Exclude commissions on match

    By Lou81,   
    • 2 replies
    • 1.1k views

  11. Engagement Letter for 401(k) Plan Audit

    By Eric Taylor,
    • 2 replies
    • 2k views

  12. S-Corp Shareholder Compensation

    By ac,
    • 8 replies
    • 13.4k views

  13. Top Heavy and Safe Harbor

    By coleboy,
    • 2 replies
    • 468 views

  14. Entry Date Compensation of $0

    By Vlad401k,
    • 3 replies
    • 842 views

  15. Retroactive Safe Harbor for 2020, plan was already a 3% Safe Harbor

    By John Feldt ERPA CPC QPA,
    • 3 replies
    • 770 views

  16. K1 Income and Profit Share

    By Bill Henderson,
    • 8 replies
    • 2.3k views

  17. Multiple Employer Plan Spin-Off and Testing

    By constance_james,   
    • 1 reply
    • 1.1k views

  18. Mid-Year Safe Harbor Changes

    By austin3515,
    • 9 replies
    • 2.9k views

  19. Prevailing Wage Offsets and Testing

    By MICHAEL HATLEE,
    • 2 replies
    • 675 views

  20. Pooled 401k Accounts

    By JMP,
    • 4 replies
    • 1.6k views

  21. Amending today at 4% SHNEc for 2020

    By austin3515,
    • 2 replies
    • 497 views

  22. Partnership/K-1 404 deduction limit

    By ratherbereading,
    • 5 replies
    • 1.4k views

  23. Rollover of Tax-Exempt Combat Pay from TSP to 401(k)

    By ERISA guy,
    • 2 replies
    • 1.3k views

  24. Compensation Question - Part Year or Whole Year?

    By MarZDoates,
    • 2 replies
    • 653 views

  25. Disaggregated Plans Testing Method for ADP

    By Vlad401k,
    • 2 replies
    • 1.2k views

  26. Solo 401(k) - No intention of utilizing

    By MjInvestments,
    • 16 replies
    • 2.5k views

  27. Partial Plan Termination Rules

    By austin3515,
    • 25 replies
    • 4.9k views

  28. Retroactive reinstatement of Safe Harbor nonelective - 3% or 4%?

    By Belgarath,
    • 2 replies
    • 650 views

  29. 401a4 Testing Question

    By Nic Pospiech,
    • 2 replies
    • 893 views

  30. Who must receive the minimum allocation gateway?

    By stephen20,
    • 1 reply
    • 1.4k views

  31. Refund after Roth conversion

    By BG5150,
    • 1 reply
    • 622 views
    • Bri
    • Bri

  32. Missed Match more than 12 months after plan year end

    By Vlad401k,
    • 10 replies
    • 1.2k views

  33. W2 and K1 in a controlled group

    By BG5150,
    • 5 replies
    • 1.1k views

  34. Controlled Group - Permissive Aggregation - Plan Termination

    By kdubinski,
    • 1 reply
    • 765 views

  35. Employee bonus paid out as 401(k) SH Match

    By KdGal,
    • 2 replies
    • 1k views

  36. Is this a safe harbor match formula

    By Santo Gold,
    • 3 replies
    • 502 views

  37. 401(a)(17) Prorated Due to Suspended Discretionary Match?

    By QualGeek,
    • 1 reply
    • 602 views

  38. Non-Participant Loan for Property Purchase

    By katdmin,
    • 5 replies
    • 1.3k views

  39. Targeted QNEC

    By Gilmore,
    • 2 replies
    • 1.1k views

  40. HCE Determination

    By Stash026,
    • 3 replies
    • 867 views

  41. TH min

    By AdKu,
    • 8 replies
    • 1.1k views

  42. Ownership interst in sponsoring employer held in trust plan income?

    By Purplemandinga,
    • 10 replies
    • 867 views

  43. Supplemental Safe Harbor Nonelective

    By Scuba 401,
    • 2 replies
    • 619 views

  44. Ownership and Ability to Contribute

    By coleboy,
    • 3 replies
    • 934 views

  45. Triple Stack Match

    By Catch22PGM,
    • 11 replies
    • 3k views

  46. NUA

    By Dobber,
    • 1 reply
    • 398 views

  47. Partial Termination and Plan Merger

    By CMC,
    • 5 replies
    • 1.4k views

  48. RMD under SECURE Act

    By Dobber,
    • 6 replies
    • 1.5k views

  49. Loan Source restrictions - time for a new recordkeeper?

    By justanotheradmin,
    • 14 replies
    • 2.2k views

  50. Paid out terminated employee due SH contribution

    By K-t-F,
    • 2 replies
    • 496 views
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