401(k) Plans

19,379 topics in this forum

1. Anyone happen to have 1997-2003 historical annual returns for VFIAX?

   By blguest, 16 hours ago   

   • historical data
   • 5 replies
   • 33 views
   • 
   • david rigby
   • 12 hours ago

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

   By DDB BN, March 19
   • 6 replies
   • 748 views
   • 
   • Appleby
   • Sunday at 01:35 PM

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

   By DDB BN, January 29
   • 11 replies
   • 1.5k views
   • 
   • FORMER ESQ.
   • Saturday at 07:02 PM

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

   By roy819, March 18
   • 3 replies
   • 921 views
   • 
   • CuseFan
   • March 19

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

   By RayRay, March 17
   • 2 replies
   • 474 views
   • 
   • RayRay
   • March 19

6. Loss of safe harbor status

   By Carol V. Calhoun, March 13
   • 5 replies
   • 613 views
   • 
   • FORMER ESQ.
   • March 18

7. Mid year amendment to safe harbor plan

   By 30Rock, March 13
   • 4 replies
   • 350 views
   • 
   • 30Rock
   • March 18

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

   By spei7426, March 17
   • 5 replies
   • 509 views
   • 
   • CuseFan
   • March 18

9. 401(a)(4) test on an Excel spreadsheet

   By ratherbereading, March 16
   • 1 reply
   • 186 views
   • 
   • AlbanyConsultant
   • March 18

10. Controlled Group ADP/ACP Testing

    By msmith, March 12, 2009
    • 9 replies
    • 9.6k views
    • 
    • M_2015
    • March 17

11. 5330 Filings

    By dmurph14, March 16
    • 0 replies
    • 180 views
    • 
    • dmurph14
    • March 16

12. Independent Contractor turned Employee

    By ejohnke, March 13
    • 4 replies
    • 436 views
    • 
    • Peter Gulia
    • March 16

13. Mid Year Plan Merger

    By M_2015, March 9
    • 5 replies
    • 695 views
    • 
    • FORMER ESQ.
    • March 16

14. Notice for Missed Deferral Opportunity

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

15. Missed Match - Included in Testing?

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

16. 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
    • 513 views
    • 
    • Paul I
    • March 12

17. Maternity Leave & Last Day Contribution Requirement

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

18. Partnership - S Corps as Partners

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

19. ADP and ACP Test Correction

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

20. Deemed Section 125 Compensation

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

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

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

22. Integrated Profit Sharing Allocations

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

23. Control Group within a Control Group

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

24. Severance Payments & Employer Contributions

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

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

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

26. Failing ADP Test as a tax strategy

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

27. ADP/ACP Correction After Distribution

    By Shawn T, February 27   

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

28. Rigid match not funded correctly

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

29. VCP program

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

30. LTPT deferrals included in average benefits testing?

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

31. ADP/ACP Correction Question

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

32. Top Heavy Testing Question

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

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

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

34. Section 125 Pay reporting

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

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

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

36. W-2 Comp w/Sec125

    By TPApril, February 19
    • 2 replies
    • 1k views
    • 
    • Artie M
    • February 23

37. auto enrollment required?

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

38. 5500-EZ Penalty Relief Program--Question

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

39. adding safe harbor match to profit sharing plan

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

40. Payroll companies and tiered matches

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

41. Tax Withholding on a 402(g) Refund

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

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

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

43. Discretionary Match

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

44. HCE Allocations in Failed ACP Test

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

45. Roth catchup and a pooled plan

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

46. Correction of Late Safe Harbor Matching Contributions Required?

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

47. Funding Profit Sharing Contributions Throughout the Year

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

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

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

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

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

50. SECURE 2.0 Roth catch-ups

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