401(k) Plans

18,560 topics in this forum

1. Excess Salary Deferral Contributions

   By Dougsbpc, February 17
   • 3 replies
   • 448 views
   • 
   • Paul I
   • February 20

2. Match computation period issue

   By Zach Del, January 26
   • 3 replies
   • 637 views
   • 
   • Zach Del
   • February 19

3. Employer nonelective or matching contributions as Roth

   By Belgarath, February 19
   • 1 reply
   • 153 views
   • 
   • CuseFan
   • February 19

4. 2022 5500 not filed and without audit report

   By Tom, February 15
   • 2 replies
   • 372 views
   • 
   • Lois Baker
   • February 16

5. SECURE 2.0 60-63 CAtch-ups - Optional or Mandatory?

   By austin3515, February 15
   • 7 replies
   • 814 views
   • 
   • austin3515
   • February 16

6. Annual Match Calculation Excluding Comp Prior to When they first contributed

   By austin3515, February 14
   • 12 replies
   • 272 views
   • 
   • austin3515
   • February 15

7. 402(g) 2022 Failure

   By justatester, February 15
   • 0 replies
   • 137 views
   • 
   • justatester
   • February 15

8. Options for a participating employer in a safe harbor plan when there is a purchase

   By 30Rock, February 15
   • 6 replies
   • 189 views
   • 
   • 30Rock
   • February 15

9. Fixed Match Mistakenly Retained When SH Match Adopted

   By Plan Doc, February 14
   • 3 replies
   • 197 views
   • 
   • Lou S.
   • February 15

10. 2 for 1 match

    By Nic Pospiech, February 13
    • 9 replies
    • 581 views
    • 
    • Lou S.
    • February 15

11. Spin-off ADP/ACP question

    By roy515, February 15
    • 1 reply
    • 134 views
    • 
    • justanotheradmin
    • February 15

12. Safe Harbor 3% for partner

    By Pammie57, February 13
    • 5 replies
    • 269 views
    • 
    • Bri
    • February 14

13. Loan Overpayments

    By kmhaab, February 14
    • 3 replies
    • 427 views
    • 
    • ratherbereading
    • February 14

14. Employer Match as Roth

    By metsfan026, February 14
    • 1 reply
    • 198 views
    • 
    • Lou S.
    • February 14

15. Safe harbor plan and cessation of some participating employers

    By 30Rock, February 14
    • 0 replies
    • 137 views
    • 
    • 30Rock
    • February 14

16. removal of spousal consent when not required under K plan

    By Tom, July 6, 2023
    • 5 replies
    • 600 views
    • 
    • fmsinc
    • February 14

17. Recordkeeper conversion

    By 401kAllTheWay, May 8, 2023   

    • conversion
    • 4 replies
    • 325 views
    • 
    • Paul I
    • February 13

18. Switch to Elapsed Time?

    By thepensionmaven, February 10
    • 4 replies
    • 466 views
    • 
    • C. B. Zeller
    • February 13

19. 401(k) matching contributions in company stock

    By Vivian J, February 13
    • 0 replies
    • 145 views
    • 
    • Vivian J
    • February 13

20. Life Insurance surrender and investing CSV into other plan assets

    By JohnEPNFP, February 12
    • 6 replies
    • 251 views
    • 
    • Bird
    • February 13

21. Shout out to my TPA Peeps on 1099-Rs

    By austin3515, February 13
    • 5 replies
    • 228 views
    • 
    • austin3515
    • February 13

22. Is he a more than 5% owner?

    By Soundbc1, February 12
    • 6 replies
    • 534 views
    • 
    • Peter Gulia
    • February 12

23. Affiliated Service Group

    By Catch22PGM, February 9
    • 6 replies
    • 255 views
    • 
    • EBP
    • February 12

24. Hardship Self-Certification SECURE 2.0 Poll

    By Gruegen, February 12
    • 5 replies
    • 535 views
    • 
    • Peter Gulia
    • February 12

25. Hardship Withdrawals

    By KevinMc, February 9
    • 1 reply
    • 220 views
    • 
    • Lou S.
    • February 9