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401(k) Plans

19,533 topics in this forum

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

    By ERISA guy,
    • 2 replies
    • 2k views

  2. Compensation Question - Part Year or Whole Year?

    By MarZDoates,
    • 2 replies
    • 1.1k views

  3. Disaggregated Plans Testing Method for ADP

    By Vlad401k,
    • 2 replies
    • 1.7k views

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

    By MjInvestments,
    • 16 replies
    • 3.7k views

  5. Partial Plan Termination Rules

    By austin3515,
    • 25 replies
    • 6.8k views

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

    By Belgarath,
    • 2 replies
    • 956 views

  7. 401a4 Testing Question

    By Nic Pospiech,
    • 2 replies
    • 1.2k views

  8. Who must receive the minimum allocation gateway?

    By stephen20,
    • 1 reply
    • 1.9k views

  9. Refund after Roth conversion

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

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

    By Vlad401k,
    • 10 replies
    • 1.7k views

  11. W2 and K1 in a controlled group

    By BG5150,
    • 5 replies
    • 1.5k views

  12. Controlled Group - Permissive Aggregation - Plan Termination

    By kdubinski,
    • 1 reply
    • 1.1k views

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

    By KdGal,
    • 2 replies
    • 1.5k views

  14. Is this a safe harbor match formula

    By Santo Gold,
    • 3 replies
    • 910 views

  15. 401(a)(17) Prorated Due to Suspended Discretionary Match?

    By QualGeek,
    • 1 reply
    • 1k views

  16. Non-Participant Loan for Property Purchase

    By Sotired,
    • 5 replies
    • 1.9k views

  17. Targeted QNEC

    By Gilmore,
    • 2 replies
    • 1.4k views

  18. HCE Determination

    By Stash026,
    • 3 replies
    • 1.3k views

  19. TH min

    By AdKu,
    • 8 replies
    • 1.6k views

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

    By Purplemandinga,
    • 10 replies
    • 1.5k views

  21. Supplemental Safe Harbor Nonelective

    By Scuba 401,
    • 2 replies
    • 1k views

  22. Ownership and Ability to Contribute

    By coleboy,
    • 3 replies
    • 1.2k views

  23. Triple Stack Match

    By Catch22PGM,
    • 11 replies
    • 4.7k views

  24. NUA

    By Dobber,
    • 1 reply
    • 686 views

  25. Partial Termination and Plan Merger

    By CMC,
    • 5 replies
    • 1.9k views

  26. RMD under SECURE Act

    By Dobber,
    • 6 replies
    • 2.1k views

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

    By justanotheradmin,
    • 14 replies
    • 3.6k views

  28. Paid out terminated employee due SH contribution

    By Basically,
    • 2 replies
    • 883 views

  29. Eligible Designated Beneficiary

    By ALS,
    • 1 reply
    • 840 views

  30. Participant Fees based on employee classification

    By Benefits 101,
    • 2 replies
    • 1.6k views

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

    By Stash026,
    • 3 replies
    • 1.8k views

  32. Terminating a Cycle 3 Plan 2021

    By Benefits Vet,
    • 1 reply
    • 1.1k views

  33. Tax Credit & EACA

    By susieQ,
    • 5 replies
    • 1.8k views

  34. 401(k) adoption, election - year confusion

    By Rachelk,
    • 3 replies
    • 1.7k views

  35. 1099-R Question for CARES Act

    By Stash026,
    • 6 replies
    • 1.9k views

  36. ADP Testing - Determining HCEs and NHCEs

    By waid10,
    • 7 replies
    • 1.6k views

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

    By compliancecrazy,
    • 0 replies
    • 747 views

  38. Valuation Date for 401(k) Plan

    By 401(k)athryn,
    • 7 replies
    • 2.8k views

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

    By cheersmate,   
    • 6 replies
    • 2.1k views

  40. Missed match for HCE

    By BG5150,
    • 2 replies
    • 1.6k views

  41. PLAN TERMINATION WITH LIFE INSURANCE

    By Riley Britton,
    • 10 replies
    • 1.9k views

  42. Irrevocable Waiver

    By Catch22PGM,   
    • 11 replies
    • 3.6k views

  43. Recognition of Service

    By Ahuntingus,
    • 9 replies
    • 2.3k views

  44. Compensation Limit- Contributions Post Tax

    By coleboy,
    • 7 replies
    • 3.6k views

  45. 401(k) limit between 2 Plans

    By Vlad401k,
    • 3 replies
    • 1.1k views

  46. ...

    By Griswold,
    • 13 replies
    • 3k views

  47. No Beneficiary Designation- distribute to estate

    By Kat,
    • 1 reply
    • 962 views

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

    By TPApril,
    • 1 reply
    • 1.2k views

  49. Account title for individual 401K plans

    By vacat,
    • 9 replies
    • 4k views

  50. ADP Test and Refunds

    By ratherbereading,
    • 7 replies
    • 2.2k views
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