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401(k) Plans

19,489 topics in this forum

  1. Mid-Year Safe Harbor Changes

    By austin3515,
    • 9 replies
    • 3.2k views

  2. Prevailing Wage Offsets and Testing

    By MICHAEL HATLEE,
    • 2 replies
    • 800 views

  3. Pooled 401k Accounts

    By JMP,
    • 4 replies
    • 1.9k views

  4. Amending today at 4% SHNEc for 2020

    By austin3515,
    • 2 replies
    • 587 views

  5. Partnership/K-1 404 deduction limit

    By ratherbereading,
    • 5 replies
    • 1.7k views

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

    By ERISA guy,
    • 2 replies
    • 1.7k views

  7. Compensation Question - Part Year or Whole Year?

    By MarZDoates,
    • 2 replies
    • 822 views

  8. Disaggregated Plans Testing Method for ADP

    By Vlad401k,
    • 2 replies
    • 1.4k views

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

    By MjInvestments,
    • 16 replies
    • 3.1k views

  10. Partial Plan Termination Rules

    By austin3515,
    • 25 replies
    • 6k views

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

    By Belgarath,
    • 2 replies
    • 781 views

  12. 401a4 Testing Question

    By Nic Pospiech,
    • 2 replies
    • 1k views

  13. Who must receive the minimum allocation gateway?

    By stephen20,
    • 1 reply
    • 1.6k views

  14. Refund after Roth conversion

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

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

    By Vlad401k,
    • 10 replies
    • 1.4k views

  16. W2 and K1 in a controlled group

    By BG5150,
    • 5 replies
    • 1.3k views

  17. Controlled Group - Permissive Aggregation - Plan Termination

    By kdubinski,
    • 1 reply
    • 894 views

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

    By KdGal,
    • 2 replies
    • 1.3k views

  19. Is this a safe harbor match formula

    By Santo Gold,
    • 3 replies
    • 632 views

  20. 401(a)(17) Prorated Due to Suspended Discretionary Match?

    By QualGeek,
    • 1 reply
    • 799 views

  21. Non-Participant Loan for Property Purchase

    By Sotired,
    • 5 replies
    • 1.6k views

  22. Targeted QNEC

    By Gilmore,
    • 2 replies
    • 1.2k views

  23. HCE Determination

    By Stash026,
    • 3 replies
    • 987 views

  24. TH min

    By AdKu,
    • 8 replies
    • 1.3k views

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

    By Purplemandinga,
    • 10 replies
    • 1.1k views

  26. Supplemental Safe Harbor Nonelective

    By Scuba 401,
    • 2 replies
    • 743 views

  27. Ownership and Ability to Contribute

    By coleboy,
    • 3 replies
    • 1.1k views

  28. Triple Stack Match

    By Catch22PGM,
    • 11 replies
    • 4.2k views

  29. NUA

    By Dobber,
    • 1 reply
    • 518 views

  30. Partial Termination and Plan Merger

    By CMC,
    • 5 replies
    • 1.7k views

  31. RMD under SECURE Act

    By Dobber,
    • 6 replies
    • 1.7k views

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

    By justanotheradmin,
    • 14 replies
    • 3.1k views

  33. Paid out terminated employee due SH contribution

    By Basically,
    • 2 replies
    • 618 views

  34. Eligible Designated Beneficiary

    By ALS,
    • 1 reply
    • 665 views

  35. Participant Fees based on employee classification

    By Benefits 101,
    • 2 replies
    • 1.4k views

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

    By Stash026,
    • 3 replies
    • 1.5k views

  37. Terminating a Cycle 3 Plan 2021

    By Benefits Vet,
    • 1 reply
    • 870 views

  38. Tax Credit & EACA

    By susieQ,
    • 5 replies
    • 1.6k views

  39. 401(k) adoption, election - year confusion

    By Rachelk,
    • 3 replies
    • 1.4k views

  40. 1099-R Question for CARES Act

    By Stash026,
    • 6 replies
    • 1.7k views

  41. ADP Testing - Determining HCEs and NHCEs

    By waid10,
    • 7 replies
    • 1.3k views

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

    By compliancecrazy,
    • 0 replies
    • 574 views

  43. Valuation Date for 401(k) Plan

    By 401(k)athryn,
    • 7 replies
    • 2.4k views

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

    By cheersmate,   
    • 6 replies
    • 1.7k views

  45. Missed match for HCE

    By BG5150,
    • 2 replies
    • 1.4k views

  46. PLAN TERMINATION WITH LIFE INSURANCE

    By Riley Britton,
    • 10 replies
    • 1.6k views

  47. Irrevocable Waiver

    By Catch22PGM,   
    • 11 replies
    • 3.1k views

  48. Recognition of Service

    By Ahuntingus,
    • 9 replies
    • 1.9k views

  49. Compensation Limit- Contributions Post Tax

    By coleboy,
    • 7 replies
    • 3.1k views

  50. 401(k) limit between 2 Plans

    By Vlad401k,
    • 3 replies
    • 871 views
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