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401(k) Plans

19,295 topics in this forum

  1. Top Heavy Plan

    By nerd-party-administrator,
    • 6 replies
    • 1.2k views

  2. Davis Bacon - HCEs benefitting and impacting test results

    By JustMe,
    • 1 reply
    • 996 views

  3. Benefit Plan Audit - EE Responsibilities?

    By NA2020,
    • 4 replies
    • 811 views

  4. Comingling Elective Deferrals and Employer Contributions

    By mming,
    • 6 replies
    • 851 views

  5. One Employer - 2 Plans?

    By 401kSteve,
    • 5 replies
    • 712 views

  6. Student loan repayment

    By Belgarath,
    • 14 replies
    • 1.8k views

  7. Hazard pay - state grant

    By Belgarath,
    • 8 replies
    • 875 views

  8. Datair EGTRRA IRS approval letter

    By DDB BN,
    • 0 replies
    • 498 views

  9. Paid Family Leave compensation for Safe Harbor

    By Dennis G.,
    • 1 reply
    • 671 views

  10. 415 limits

    By ajustice,
    • 14 replies
    • 1.4k views

  11. Required Form 5500 For Under $250,000?

    By Stash026,
    • 4 replies
    • 1.8k views

  12. Secure Act SH Nonelective - SECURE Act

    By austin3515,
    • 7 replies
    • 844 views

  13. 2 W-2's, 2 full deferrals in the same year

    By Jakyasar,
    • 8 replies
    • 960 views

  14. 415 DC Limit for mid-yr new participant

    By TPApril,
    • 3 replies
    • 540 views

  15. SIMPLE IRA excess

    By thepensionmaven,
    • 2 replies
    • 501 views
    • Bird
    • Bird

  16. 401 (k)Plan compensation exclusions

    By alexa,
    • 0 replies
    • 890 views

  17. Controlled group of Dr.'s & Staff Plan - Dr. eligibility

    By TPApril,
    • 10 replies
    • 1.2k views

  18. Eligibility and Rehire Question

    By Bill D.,
    • 2 replies
    • 834 views

  19. Self-Employed income & contribution limits

    By TPApril,
    • 5 replies
    • 993 views

  20. Special Participation Date

    By RCK13,   
    • 4 replies
    • 1.2k views

  21. Owners Safe Harbor Match

    By Pammie57,
    • 4 replies
    • 585 views

  22. 401k vs. Keogh

    By jgerardy,
    • 6 replies
    • 1.8k views

  23. MEPs, PEPs, and exchanges

    By ESI2015,
    • 1 reply
    • 672 views
    • WCC
    • WCC

  24. COVID - Notices

    By Scuba 401,
    • 0 replies
    • 336 views

  25. Start Up Safe Harbor 3% QNEC

    By TPA Bob,   
    • 2 replies
    • 834 views

  26. Written directions for a New Comparability allocation

    By ldr,   
    • 10 replies
    • 1.4k views
    • ldr
    • ldr

  27. ADP test refund going to automatic non-deductible contribution bucket?

    By ldr,   
    • 17 replies
    • 1.8k views

  28. Controlled Group status (100% of Company A and 50% of company B)

    By Sammiemor,
    • 4 replies
    • 514 views
    • DJL
    • DJL

  29. Successor plan - when can new plan start?

    By jmartin,
    • 2 replies
    • 701 views
    • Bri
    • Bri

  30. Waiving a death benefit

    By austin3515,
    • 5 replies
    • 1.9k views

  31. Stale dated checks - Form 5500

    By EMoney,
    • 15 replies
    • 1.7k views

  32. Beneficiary is also a participant in the same plan

    By austin3515,
    • 5 replies
    • 2.2k views
    • AJC
    • AJC

  33. Profit Sharing to encourage more participation?

    By Gilmore,
    • 8 replies
    • 1.1k views

  34. Start Up 3% Nonelective Safe Harbor

    By Gilmore,
    • 11 replies
    • 1.9k views

  35. Error Found by Auditor

    By khn,
    • 5 replies
    • 951 views
    • khn
    • khn

  36. Switch from Single Employer to One Participant Plan

    By 401kSteve,
    • 4 replies
    • 714 views

  37. Hardship Withdrawal - Can this be done without directly involving my employer?

    By ufo9,
    • 8 replies
    • 29.8k views

  38. 401(a) early withdrawal now considered an overpayment!

    By Maria Danna,   
    • 14 replies
    • 2.3k views
    • Bird
    • Bird

  39. Amending from Plan Year Match to Per Payroll Mid-Year

    By Hayden Taylor,
    • 2 replies
    • 785 views

  40. True Up Contribution

    By 52626,
    • 2 replies
    • 857 views

  41. Safe Harbor Match but no 401k deferred

    By Becky Schwing,
    • 3 replies
    • 519 views

  42. Affiliated Service Groups - Current IRS Guidance??

    By kmhaab,
    • 3 replies
    • 483 views

  43. SECURE Act - Part-time employees and vesting

    By Lisa2005,
    • 16 replies
    • 1.5k views

  44. Dumb question about top-heavy

    By thepensionmaven,
    • 4 replies
    • 538 views

  45. Participating Employers, employees and deferrals

    By Pammie57,
    • 2 replies
    • 504 views

  46. Maxing Annual Additions Plus Funding Backdoor Roth

    By AJC,
    • 8 replies
    • 1.5k views

  47. controlled group

    By Lou81,   
    • 5 replies
    • 765 views

  48. Inadvertent Error on 404(a)(5) Notice

    By Molgilny89,
    • 1 reply
    • 685 views

  49. Fixed Match-Amendment to remove

    By justatester,
    • 8 replies
    • 1.6k views

  50. Partner Deferred on Draw and has a loss for SE income

    By Pammie57,
    • 1 reply
    • 635 views
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