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401(k) Plans

19,423 topics in this forum

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

    By KdGal,
    • 2 replies
    • 1.1k views

  2. Is this a safe harbor match formula

    By Santo Gold,
    • 3 replies
    • 523 views

  3. 401(a)(17) Prorated Due to Suspended Discretionary Match?

    By QualGeek,
    • 1 reply
    • 628 views

  4. Non-Participant Loan for Property Purchase

    By katdmin,
    • 5 replies
    • 1.3k views

  5. Targeted QNEC

    By Gilmore,
    • 2 replies
    • 1.1k views

  6. HCE Determination

    By Stash026,
    • 3 replies
    • 896 views

  7. TH min

    By AdKu,
    • 8 replies
    • 1.1k views

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

    By Purplemandinga,
    • 10 replies
    • 920 views

  9. Supplemental Safe Harbor Nonelective

    By Scuba 401,
    • 2 replies
    • 639 views

  10. Ownership and Ability to Contribute

    By coleboy,
    • 3 replies
    • 961 views

  11. Triple Stack Match

    By Catch22PGM,
    • 11 replies
    • 3.3k views

  12. NUA

    By Dobber,
    • 1 reply
    • 417 views

  13. Partial Termination and Plan Merger

    By CMC,
    • 5 replies
    • 1.5k views

  14. RMD under SECURE Act

    By Dobber,
    • 6 replies
    • 1.5k views

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

    By justanotheradmin,
    • 14 replies
    • 2.4k views

  16. Paid out terminated employee due SH contribution

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

  17. Eligible Designated Beneficiary

    By ALS,
    • 1 reply
    • 559 views

  18. Participant Fees based on employee classification

    By Benefits 101,
    • 2 replies
    • 1.2k views

  19. Converting 401(k) into 403(b)

    By Stash026,
    • 3 replies
    • 1.2k views

  20. Terminating a Cycle 3 Plan 2021

    By Benefits Vet,
    • 1 reply
    • 685 views

  21. Tax Credit & EACA

    By susieQ,
    • 5 replies
    • 1.4k views

  22. 401(k) adoption, election - year confusion

    By Rachelk,
    • 3 replies
    • 1.1k views

  23. 1099-R Question for CARES Act

    By Stash026,
    • 6 replies
    • 1.5k views

  24. ADP Testing - Determining HCEs and NHCEs

    By waid10,
    • 7 replies
    • 1.1k views

  25. HCE Aggregation in both US 401(k) and Puerto Rico Plan

    By compliancecrazy,
    • 0 replies
    • 439 views

  26. Valuation Date for 401(k) Plan

    By 401(k)athryn,
    • 7 replies
    • 2.2k views

  27. Employer Withheld Too Much 401k - correction required?

    By cheersmate,   
    • 6 replies
    • 1.6k views

  28. Missed match for HCE

    By BG5150,
    • 2 replies
    • 1.2k views

  29. PLAN TERMINATION WITH LIFE INSURANCE

    By Riley Britton,
    • 10 replies
    • 1.3k views

  30. Irrevocable Waiver

    By Catch22PGM,   
    • 11 replies
    • 2.9k views

  31. Recognition of Service

    By Ahuntingus,
    • 9 replies
    • 1.6k views

  32. Compensation Limit- Contributions Post Tax

    By coleboy,
    • 7 replies
    • 2.3k views

  33. 401(k) limit between 2 Plans

    By Vlad401k,
    • 3 replies
    • 657 views

  34. ...

    By Griswold,
    • 13 replies
    • 2.1k views

  35. No Beneficiary Designation- distribute to estate

    By Kat,
    • 1 reply
    • 693 views

  36. PPP2 2020 PS deposited in 2021 - can include?

    By TPApril,
    • 1 reply
    • 736 views

  37. Account title for individual 401K plans

    By vacat,
    • 9 replies
    • 3.2k views

  38. Rules of Parity Cheat Sheet

    By austin3515,
    • 9 replies
    • 2.4k views

  39. ADP Test and Refunds

    By ratherbereading,
    • 7 replies
    • 1.8k views

  40. Auto-escalate mid plan year tied to salary increases?

    By Steamboat,
    • 2 replies
    • 823 views

  41. Treatment/correction of excess employer contribution to profit sharing plan coordinated with DB Cash Balance Plan

    By CubsFanAZ,
    • 10 replies
    • 2.7k views

  42. IS top-heavy minimum required for this situation?

    By PLHart,
    • 1 reply
    • 692 views

  43. ADP fails, refunds, then doesnt fail. What about 5330?

    By BG5150,
    • 1 reply
    • 702 views

  44. Discovered Mistake After Rollover

    By sam248,
    • 9 replies
    • 2.1k views

  45. Controlled Group and Family Attribution

    By Tom,
    • 2 replies
    • 1.2k views

  46. Only employee with a balance, 0% vested

    By Logan401,
    • 9 replies
    • 755 views

  47. 1099-R Question

    By Stash026,
    • 5 replies
    • 1.1k views

  48. Controlled group

    By Mark Miller,
    • 6 replies
    • 1.7k views

  49. Fixed Annuity Matures 1099R Issued to 401k Plan

    By AmyETPA,
    • 3 replies
    • 968 views

  50. Compensation Definition for 401(k) Deferrals

    By PensionPro,
    • 5 replies
    • 2.3k views
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