401(k) Plans

19,275 topics in this forum

1. 401(k) Automatic Deferral

   By Tom, March 7
   • 3 replies
   • 1k views
   • 
   • Planit 401k
   • March 13

2. Plan Administrator for 401(k) Plan

   By metsfan026, March 6
   • 5 replies
   • 2k views
   • 
   • Pam Shoup
   • March 7

3. "Discrimination within NHCE & HCE"

   By Bruce1, March 6
   • 3 replies
   • 706 views
   • 
   • Artie M
   • March 6

4. ADP-ACP failure - owners on K-1 income

   By pmacduff, March 6
   • 3 replies
   • 881 views
   • 
   • C. B. Zeller
   • March 6

5. top heavy question

   By Tom, March 5
   • 2 replies
   • 863 views
   • 
   • Below Ground
   • March 6

6. Compensation limit and 2 plans in controlled group

   By 30Rock, March 4
   • 2 replies
   • 525 views
   • 
   • 30Rock
   • March 4

7. Failed ACP test correction needed but match not funded

   By Tom, March 4
   • 4 replies
   • 777 views
   • 
   • jsample
   • March 5

8. Terminate a SIMPLE, Start a New SH 401(k) Plan

   By 415 Limit, March 4
   • 2 replies
   • 595 views
   • 
   • 415 Limit
   • March 5

9. Prior Year Testing Method

   By TH 401k, March 4
   • 7 replies
   • 1k views
   • 
   • C. B. Zeller
   • March 5

10. 414s fails in a SHM plan

    By AlbanyConsultant, March 4
    • 2 replies
    • 663 views
    • 
    • AlbanyConsultant
    • March 10

11. Section 415 Limits and refunds on earnings

    By Dominic, March 3
    • 8 replies
    • 1.5k views
    • 
    • Dominic
    • March 13

12. deposit error attributable earnings

    By LMK TPA, March 3
    • 4 replies
    • 994 views
    • 
    • Artie M
    • March 5

13. IRS Compliance Questions on late 5500-SF filings

    By ejohnke, March 3
    • 1 reply
    • 858 views
    • 
    • RatherBeGolfing
    • March 3

14. 401K via Health and Welfare benefit.

    By Sebricon, February 27
    • 3 replies
    • 759 views
    • 
    • Sebricon
    • February 28

15. 401(a)(4)Testing

    By ratherbereading, February 27
    • 0 replies
    • 793 views
    • 
    • ratherbereading
    • February 27

16. 401(k) Plan Document - Timing of Signing

    By Inquiring Mind, February 27
    • 5 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 1

17. Contribution offsets?

    By Mleech, February 27
    • 0 replies
    • 428 views
    • 
    • Mleech
    • February 27

18. Mandatory Roth Catch-Up Contributions

    By Jen, February 27
    • 2 replies
    • 1.1k views
    • 
    • Jen
    • February 27

19. Long Term Part Time Employee

    By Dougsbpc, February 27
    • 3 replies
    • 798 views
    • 
    • CuseFan
    • February 27

20. QACA and LTPT auto enrollment

    By 30Rock, February 26
    • 0 replies
    • 470 views
    • 
    • 30Rock
    • February 26

21. SECURE2.0 TH change - optional?

    By AlbanyConsultant, February 25
    • 2 replies
    • 626 views
    • 
    • Leopurrd-401k
    • February 26

22. QDRO Procedures: Compliant WIth ERISA?

    By ERISAlaw, February 25
    • 10 replies
    • 1.9k views
    • 
    • ERISAlaw
    • February 27

23. Employee deferred prior to entry date

    By Renee H, February 24
    • 7 replies
    • 996 views
    • 
    • Bri
    • February 27

24. DDR Allocation condition waivers

    By 30Rock, February 24
    • 0 replies
    • 396 views
    • 
    • 30Rock
    • February 24

25. W-2 Comp & Health Insurance Wage Expense

    By TPApril, February 23
    • 7 replies
    • 1.1k views
    • 
    • Ilene Ferenczy
    • February 25

26. Secure 2.0 - Traumatic Vel Non

    By fmsinc, February 21
    • 9 replies
    • 1.1k views
    • 
    • Peter Gulia
    • February 25

27. Controlled group with 3 partnerships, one has a loss. How to calculate compensation

    By jkharvey, February 20
    • 1 reply
    • 522 views
    • 
    • Peter Gulia
    • February 20

28. Amending Plan to Exclude HCEs From SHNEC

    By Connor, February 17
    • 1 reply
    • 770 views
    • 
    • John Feldt ERPA CPC QPA
    • February 18

29. Erroneous profit sharing funding correction

    By Tom, February 16
    • 5 replies
    • 895 views
    • 
    • David Schultz
    • February 18

30. Recharacterizing deferrals as profit sharing?

    By Mleech, February 14
    • 4 replies
    • 776 views
    • 
    • Mleech
    • February 15

31. DoL Problems

    By Below Ground, February 12   

    • dont answer the phone!
    • 10 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 25

32. PSP/Universal individual life insurance/premiums charged to participant

    By JCS, February 12
    • 5 replies
    • 812 views
    • 
    • Bird
    • February 14

33. Mid year auto enroll change

    By 401KsRme, February 11
    • 0 replies
    • 444 views
    • 
    • 401KsRme
    • February 11

34. What is the compensation?

    By Basically, February 11
    • 9 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • February 13

35. Top-heavy contributions for plans without deferrals

    By Mleech, February 11
    • 1 reply
    • 1k views
    • 
    • C. B. Zeller
    • February 11

36. SECURE 2.0 Roth treatment of catch-up contributions

    By youngbenefitslawyer, February 11
    • 3 replies
    • 807 views
    • 
    • Peter Gulia
    • February 11

37. Plan Termination and Forfeitures

    By 30Rock, February 11
    • 3 replies
    • 954 views
    • 
    • Peter Gulia
    • February 11

38. Employer forgot to make a Roth deferral

    By gc@chimentowebb.com, February 11
    • 9 replies
    • 1.7k views
    • 
    • gc@chimentowebb.com
    • February 12

39. Compensation for HCE determination

    By justatester, February 6
    • 2 replies
    • 807 views
    • 
    • Artie M
    • February 10

40. Is a 401(k) Spin Off a Viable Option? What are the considerations?

    By youngbenefitslawyer, February 6
    • 2 replies
    • 848 views
    • 
    • Paul I
    • February 6

41. Resources for Independent Valuations

    By HCE, February 6
    • 2 replies
    • 669 views
    • 
    • Paul I
    • February 6

42. Individual Brokerage 401k

    By Bruce1, February 6
    • 13 replies
    • 913 views
    • 
    • Paul I
    • February 7

43. Does a de minimis financial incentive work?

    By Peter Gulia, February 5
    • 3 replies
    • 661 views
    • 
    • Peter Gulia
    • February 6

44. No Rollover Contribution Fees for 6 Months -- Any Issues?

    By Interested Party, February 5
    • 5 replies
    • 807 views
    • 
    • Interested Party
    • February 5

45. Employee Who Sponsors Their Own Plan

    By Connor, February 4
    • 3 replies
    • 721 views
    • 
    • Connor
    • February 4

46. self-employed participants vs. mandatory automatic enrollment

    By AlbanyConsultant, February 4
    • 0 replies
    • 443 views
    • 
    • AlbanyConsultant
    • February 4

47. Hardship Self Certification

    By MGOAdmin, February 4
    • 1 reply
    • 611 views
    • 
    • Connor
    • February 4

48. Safe Harbor 401(k) Match top heavy plan - PS only to non-key/non-HCE

    By Tom, February 4
    • 1 reply
    • 516 views
    • 
    • RatherBeGolfing
    • February 4

49. match increase amendment (non s/h plan)

    By TPApril, February 3
    • 0 replies
    • 376 views
    • 
    • TPApril
    • February 3

50. Employer changing pay roll company and 401K plan company

    By Kevin T, February 3
    • 3 replies
    • 1k views
    • 
    • C. B. Zeller
    • February 25