401(k) Plans

19,378 topics in this forum

1. Can Husband / Wife with separate businesses (no employees) set up 1 plan

   By DDB BN, January 29
   • 11 replies
   • 1.4k views
   • 
   • FORMER ESQ.
   • 6 hours ago

2. Owner only 401k plan with no designation of beneficiary

   By DDB BN, Thursday at 09:45 PM
   • 5 replies
   • 326 views
   • 
   • FORMER ESQ.
   • Yesterday at 12:07 AM

3. Designating excess deferrals in multiple plans (402g limit)

   By roy819, Wednesday at 08:17 PM
   • 3 replies
   • 856 views
   • 
   • CuseFan
   • Thursday at 06:57 PM

4. Secure 2.0 Amendment deadline overlap with DC Cycle 4 Restatements

   By RayRay, Tuesday at 01:41 PM
   • 2 replies
   • 414 views
   • 
   • RayRay
   • Thursday at 06:17 PM

5. Loss of safe harbor status

   By Carol V. Calhoun, March 13
   • 5 replies
   • 583 views
   • 
   • FORMER ESQ.
   • Wednesday at 07:03 PM

6. Mid year amendment to safe harbor plan

   By 30Rock, March 13
   • 4 replies
   • 322 views
   • 
   • 30Rock
   • Wednesday at 06:28 PM

7. Self-employed Individual's deferral and 415 limit

   By spei7426, Tuesday at 06:18 PM
   • 5 replies
   • 447 views
   • 
   • CuseFan
   • Wednesday at 04:32 PM

8. 401(a)(4) test on an Excel spreadsheet

   By ratherbereading, Monday at 09:11 PM
   • 1 reply
   • 163 views
   • 
   • AlbanyConsultant
   • Wednesday at 02:10 PM

9. Controlled Group ADP/ACP Testing

   By msmith, March 12, 2009
   • 9 replies
   • 9.5k views
   • 
   • M_2015
   • Tuesday at 01:26 PM

10. 5330 Filings

    By dmurph14, Monday at 10:14 PM
    • 0 replies
    • 156 views
    • 
    • dmurph14
    • Monday at 10:14 PM

11. Independent Contractor turned Employee

    By ejohnke, March 13
    • 4 replies
    • 415 views
    • 
    • Peter Gulia
    • Monday at 12:25 PM

12. Mid Year Plan Merger

    By M_2015, March 9
    • 5 replies
    • 675 views
    • 
    • FORMER ESQ.
    • Monday at 11:45 AM

13. Notice for Missed Deferral Opportunity

    By mming, March 9
    • 5 replies
    • 821 views
    • 
    • Artie M
    • March 13

14. Missed Match - Included in Testing?

    By Vlad401k, March 11
    • 3 replies
    • 451 views
    • 
    • austin3515
    • March 12

15. Deemed Roth Elections and Inadvertent Catch-up

    By constance_james, March 12   

    • roth
    • catchup
    • (and 2 more)

      Tagged with:

      • roth
      • catchup
      • deemed
      • hpid
    • 1 reply
    • 501 views
    • 
    • Paul I
    • March 12

16. Maternity Leave & Last Day Contribution Requirement

    By metsfan026, March 12
    • 5 replies
    • 323 views
    • 
    • Paul I
    • March 12

17. Partnership - S Corps as Partners

    By Numbers789, March 10
    • 9 replies
    • 859 views
    • 
    • Peter Gulia
    • March 12

18. ADP and ACP Test Correction

    By Dougsbpc, March 9
    • 1 reply
    • 424 views
    • 
    • Below Ground
    • March 9

19. Deemed Section 125 Compensation

    By Brenda Wren, March 4
    • 5 replies
    • 502 views
    • 
    • Peter Gulia
    • March 9

20. Retroactively Changing Comp Definition from 415 to W-2

    By TPApril, March 4
    • 1 reply
    • 406 views
    • 
    • Paul I
    • March 5

21. Integrated Profit Sharing Allocations

    By Connor, March 4
    • 4 replies
    • 301 views
    • 
    • Connor
    • March 5

22. Control Group within a Control Group

    By Kac1214, March 3
    • 1 reply
    • 556 views
    • 
    • C. B. Zeller
    • March 4

23. Severance Payments & Employer Contributions

    By metsfan026, March 3
    • 6 replies
    • 705 views
    • 
    • CuseFan
    • March 4

24. Eligibility - contract sign date or actual first day of work

    By Tom, March 3
    • 8 replies
    • 652 views
    • 
    • Artie M
    • March 4

25. Failing ADP Test as a tax strategy

    By TPApril, March 3
    • 3 replies
    • 381 views
    • 
    • jsample
    • March 3

26. ADP/ACP Correction After Distribution

    By Shawn T, February 27   

    • adp/acp
    • 4 replies
    • 647 views
    • 
    • ConnieStorer
    • March 3

27. Rigid match not funded correctly

    By Tom, February 23
    • 5 replies
    • 277 views
    • 
    • CuseFan
    • February 27

28. VCP program

    By Pixie, February 25
    • 2 replies
    • 227 views
    • 
    • Artie M
    • February 26

29. LTPT deferrals included in average benefits testing?

    By Tom, February 24
    • 4 replies
    • 484 views
    • 
    • acm_acm
    • February 26

30. ADP/ACP Correction Question

    By effingeh, February 26
    • 3 replies
    • 640 views
    • 
    • Bri
    • February 26

31. Top Heavy Testing Question

    By metsfan026, February 11
    • 6 replies
    • 519 views
    • 
    • david rigby
    • February 26

32. ADP/ACP question (union / non-union)

    By roy819, February 25
    • 1 reply
    • 422 views
    • 
    • CuseFan
    • February 25

33. Section 125 Pay reporting

    By TPApril, February 25
    • 0 replies
    • 136 views
    • 
    • TPApril
    • February 25

34. Can a Roth Catch-up be deposited to a Roth IRA rollover

    By Renee H, February 23
    • 2 replies
    • 581 views
    • 
    • Renee H
    • February 25

35. W-2 Comp w/Sec125

    By TPApril, February 19
    • 2 replies
    • 945 views
    • 
    • Artie M
    • February 23

36. auto enrollment required?

    By Old Reliable, February 18
    • 6 replies
    • 480 views
    • 
    • Peter Gulia
    • February 22

37. 5500-EZ Penalty Relief Program--Question

    By marco100, February 15
    • 3 replies
    • 405 views
    • 
    • marco100
    • February 20

38. adding safe harbor match to profit sharing plan

    By Old Reliable, February 18
    • 2 replies
    • 346 views
    • 
    • Artie M
    • February 20

39. Payroll companies and tiered matches

    By Gadgetfreak, February 19
    • 2 replies
    • 227 views
    • 
    • Gadgetfreak
    • February 20

40. Tax Withholding on a 402(g) Refund

    By Nate X, February 14
    • 1 reply
    • 253 views
    • 
    • Artie M
    • February 18

41. Spin off plan with EACA mandate and changing date of first increase

    By 30Rock, February 17
    • 0 replies
    • 204 views
    • 
    • 30Rock
    • February 17

42. Discretionary Match

    By 52626, February 17
    • 2 replies
    • 664 views
    • 
    • Paul I
    • February 17

43. HCE Allocations in Failed ACP Test

    By Lucky32, February 13
    • 2 replies
    • 559 views
    • 
    • Lucky32
    • February 13

44. Roth catchup and a pooled plan

    By AlbanyConsultant, February 13
    • 6 replies
    • 534 views
    • 
    • Peter Gulia
    • February 13

45. Correction of Late Safe Harbor Matching Contributions Required?

    By kmhaab, February 11
    • 1 reply
    • 377 views
    • 
    • Bri
    • February 12

46. Funding Profit Sharing Contributions Throughout the Year

    By Vlad401k, February 11
    • 1 reply
    • 521 views
    • 
    • CuseFan
    • February 11

47. Does A Downpayment for a Rented Home Qualify As A Hardship?

    By metsfan026, February 9
    • 5 replies
    • 7.6k views
    • 
    • Artie M
    • February 10

48. Adding a new retroactive PS Plan in addition to existing 401k/PS Plan

    By TPAinPA, February 7
    • 5 replies
    • 419 views
    • 
    • austin3515
    • February 9

49. SECURE 2.0 Roth catch-ups

    By Itsamario, January 21
    • 2 replies
    • 553 views
    • 
    • Peter Gulia
    • February 9

50. Safe Harbor Plan - Exclude HCEs beginning of the year

    By Vlad401k, February 6
    • 3 replies
    • 491 views
    • 
    • Kevin C
    • February 8