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401(k) Plans

19,337 topics in this forum

  1. Mandatory Roth Catch-Up Contributions

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

  2. Employee deferred prior to entry date

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

  3. Contribution offsets?

    By Mleech,
    • 0 replies
    • 469 views

  4. SECURE2.0 TH change - optional?

    By AlbanyConsultant,
    • 2 replies
    • 722 views

  5. QACA and LTPT auto enrollment

    By 30Rock,
    • 0 replies
    • 539 views

  6. DoL Problems

    By Below Ground,   
    • 10 replies
    • 1.6k views

  7. exclusion from plan by citizenship

    By pmacduff,
    • 6 replies
    • 1.3k views

  8. Secure 2.0 - Traumatic Vel Non

    By fmsinc,
    • 9 replies
    • 1.3k views

  9. W-2 Comp & Health Insurance Wage Expense

    By TPApril,
    • 7 replies
    • 1.9k views

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

    By Kevin T,
    • 3 replies
    • 1.4k views

  11. DDR Allocation condition waivers

    By 30Rock,
    • 0 replies
    • 444 views

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

    By jkharvey,
    • 1 reply
    • 574 views

  13. Erroneous profit sharing funding correction

    By Tom,
    • 5 replies
    • 1k views

  14. Amending Plan to Exclude HCEs From SHNEC

    By Connor,
    • 1 reply
    • 817 views

  15. Recharacterizing deferrals as profit sharing?

    By Mleech,
    • 4 replies
    • 878 views

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

    By JCS,
    • 5 replies
    • 1.4k views

  17. What is the compensation?

    By Basically,
    • 9 replies
    • 2.3k views

  18. Employer forgot to make a Roth deferral

    By gc@chimentowebb.com,
    • 9 replies
    • 2.2k views

  19. Mid year auto enroll change

    By 401KsRme,
    • 0 replies
    • 487 views

  20. Top-heavy contributions for plans without deferrals

    By Mleech,
    • 1 reply
    • 1.3k views

  21. Plan Termination and Forfeitures

    By 30Rock,
    • 3 replies
    • 1.1k views

  22. SECURE 2.0 Roth treatment of catch-up contributions

    By youngbenefitslawyer,
    • 3 replies
    • 947 views

  23. ACP 4% non-discretionary match

    By Bruce1,
    • 12 replies
    • 1.4k views

  24. Compensation for HCE determination

    By justatester,
    • 2 replies
    • 918 views

  25. Sign-on bonuses

    By austin3515,
    • 13 replies
    • 3.6k views

  26. Individual Brokerage 401k

    By Bruce1,
    • 13 replies
    • 1.1k views

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

    By youngbenefitslawyer,
    • 2 replies
    • 989 views

  28. Resources for Independent Valuations

    By HCE,
    • 2 replies
    • 719 views

  29. Does a de minimis financial incentive work?

    By Peter Gulia,
    • 3 replies
    • 718 views

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

    By Interested Party,
    • 5 replies
    • 1.2k views

  31. Off calendar plan year (6/30 year end) - catch-up reclass

    By MGOAdmin,   
    • 4 replies
    • 1.2k views

  32. Employee Who Sponsors Their Own Plan

    By Connor,
    • 3 replies
    • 794 views

  33. Controlled Group Question

    By Vlad401k,
    • 5 replies
    • 888 views

  34. Hardship Self Certification

    By MGOAdmin,
    • 1 reply
    • 662 views

  35. self-employed participants vs. mandatory automatic enrollment

    By AlbanyConsultant,
    • 0 replies
    • 508 views

  36. returning a refund... or not

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views

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

    By Tom,
    • 1 reply
    • 567 views

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

    By TPApril,
    • 0 replies
    • 427 views

  39. Beneficiary Designations and Divorce

    By youngbenefitslawyer,
    • 6 replies
    • 1.4k views

  40. Discrimination Testing If Everyone Is An HCE

    By metsfan026,
    • 4 replies
    • 1k views

  41. In Plan Roth Rollovers In Service Withdrawals

    By AJ North,
    • 4 replies
    • 1k views

  42. 401k safe harbor nonunion/union

    By MURPHY,
    • 8 replies
    • 1.1k views
    • Bri
    • Bri

  43. Avoiding Single-Employer Treatment for Portfolio Company Benefits

    By NonQualified,
    • 4 replies
    • 944 views

  44. Deferral Change frequency

    By Santo Gold,
    • 4 replies
    • 1.4k views

  45. ADP Test Correction & RMD

    By pixiebear,
    • 1 reply
    • 567 views

  46. Enrollment Statistics on SH Match vs SH Nonelective

    By EJS_TPA,   
    • 6 replies
    • 781 views

  47. Amendment Required

    By DPSRich,
    • 6 replies
    • 794 views

  48. 3% Nonelective SH with QACA

    By DavidO,
    • 3 replies
    • 887 views

  49. Not too good to be true is it?

    By austin3515,
    • 2 replies
    • 666 views

  50. Help with Beneficiary Designation

    By Vanessa,
    • 5 replies
    • 1.5k views
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