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401(k) Plans

19,317 topics in this forum

  1. Prior Year Testing Method

    By TH 401k,
    • 7 replies
    • 1.1k views

  2. 414s fails in a SHM plan

    By AlbanyConsultant,
    • 2 replies
    • 704 views

  3. Section 415 Limits and refunds on earnings

    By Dominic,
    • 8 replies
    • 1.7k views

  4. deposit error attributable earnings

    By LMK TPA,
    • 4 replies
    • 1.1k views

  5. IRS Compliance Questions on late 5500-SF filings

    By ejohnke,
    • 1 reply
    • 914 views

  6. 401K via Health and Welfare benefit.

    By Sebricon,
    • 3 replies
    • 888 views

  7. 401(a)(4)Testing

    By ratherbereading,
    • 0 replies
    • 814 views

  8. 401(k) Plan Document - Timing of Signing

    By Inquiring Mind,
    • 5 replies
    • 1.2k views

  9. Contribution offsets?

    By Mleech,
    • 0 replies
    • 454 views

  10. Mandatory Roth Catch-Up Contributions

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

  11. Long Term Part Time Employee

    By Dougsbpc,
    • 3 replies
    • 846 views

  12. QACA and LTPT auto enrollment

    By 30Rock,
    • 0 replies
    • 522 views

  13. SECURE2.0 TH change - optional?

    By AlbanyConsultant,
    • 2 replies
    • 694 views

  14. QDRO Procedures: Compliant WIth ERISA?

    By ERISAlaw,
    • 10 replies
    • 2.3k views

  15. Employee deferred prior to entry date

    By Renee H,
    • 7 replies
    • 1.1k views
    • Bri
    • Bri

  16. DDR Allocation condition waivers

    By 30Rock,
    • 0 replies
    • 426 views

  17. W-2 Comp & Health Insurance Wage Expense

    By TPApril,
    • 7 replies
    • 1.6k views

  18. Secure 2.0 - Traumatic Vel Non

    By fmsinc,
    • 9 replies
    • 1.2k views

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

    By jkharvey,
    • 1 reply
    • 555 views

  20. Amending Plan to Exclude HCEs From SHNEC

    By Connor,
    • 1 reply
    • 799 views

  21. Erroneous profit sharing funding correction

    By Tom,
    • 5 replies
    • 962 views

  22. Recharacterizing deferrals as profit sharing?

    By Mleech,
    • 4 replies
    • 832 views

  23. DoL Problems

    By Below Ground,   
    • 10 replies
    • 1.5k views

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

    By JCS,
    • 5 replies
    • 1.4k views

  25. Mid year auto enroll change

    By 401KsRme,
    • 0 replies
    • 468 views

  26. What is the compensation?

    By Basically,
    • 9 replies
    • 1.9k views

  27. Top-heavy contributions for plans without deferrals

    By Mleech,
    • 1 reply
    • 1.2k views

  28. SECURE 2.0 Roth treatment of catch-up contributions

    By youngbenefitslawyer,
    • 3 replies
    • 887 views

  29. Plan Termination and Forfeitures

    By 30Rock,
    • 3 replies
    • 1k views

  30. Employer forgot to make a Roth deferral

    By gc@chimentowebb.com,
    • 9 replies
    • 2k views

  31. Compensation for HCE determination

    By justatester,
    • 2 replies
    • 880 views

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

    By youngbenefitslawyer,
    • 2 replies
    • 944 views

  33. Resources for Independent Valuations

    By HCE,
    • 2 replies
    • 704 views

  34. Individual Brokerage 401k

    By Bruce1,
    • 13 replies
    • 1k views

  35. Does a de minimis financial incentive work?

    By Peter Gulia,
    • 3 replies
    • 688 views

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

    By Interested Party,
    • 5 replies
    • 1.1k views

  37. Employee Who Sponsors Their Own Plan

    By Connor,
    • 3 replies
    • 777 views

  38. self-employed participants vs. mandatory automatic enrollment

    By AlbanyConsultant,
    • 0 replies
    • 485 views

  39. Hardship Self Certification

    By MGOAdmin,
    • 1 reply
    • 634 views

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

    By Tom,
    • 1 reply
    • 556 views

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

    By TPApril,
    • 0 replies
    • 409 views

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

    By Kevin T,
    • 3 replies
    • 1.2k views

  43. Controlled Group Question

    By Vlad401k,
    • 5 replies
    • 837 views

  44. Discrimination Testing If Everyone Is An HCE

    By metsfan026,
    • 4 replies
    • 988 views

  45. Beneficiary Designations and Divorce

    By youngbenefitslawyer,
    • 6 replies
    • 1.2k views

  46. returning a refund... or not

    By AlbanyConsultant,
    • 2 replies
    • 1k views

  47. ACP 4% non-discretionary match

    By Bruce1,
    • 12 replies
    • 1.3k views

  48. ADP Test Correction & RMD

    By pixiebear,
    • 1 reply
    • 542 views

  49. Avoiding Single-Employer Treatment for Portfolio Company Benefits

    By NonQualified,
    • 4 replies
    • 911 views

  50. Deferral Change frequency

    By Santo Gold,
    • 4 replies
    • 1.3k views
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