401(k) Plans

19,363 topics in this forum

1. Disc. Match on a Fiscal Year Basis

   By ratherbereading, 6 hours ago
   • 0 replies
   • 13 views
   • 
   • ratherbereading
   • 6 hours ago

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

   By TPApril, Wednesday at 09:29 PM
   • 1 reply
   • 136 views
   • 
   • Paul I
   • 7 hours ago

3. Integrated Profit Sharing Allocations

   By Connor, Wednesday at 09:49 PM
   • 4 replies
   • 141 views
   • 
   • Connor
   • 10 hours ago

4. Control Group within a Control Group

   By Kac1214, Tuesday at 05:58 PM
   • 1 reply
   • 391 views
   • 
   • C. B. Zeller
   • Wednesday at 08:27 PM

5. Deemed Section 125 Compensation

   By Brenda Wren, Wednesday at 06:24 PM
   • 0 replies
   • 103 views
   • 
   • Brenda Wren
   • Wednesday at 06:24 PM

6. Severance Payments & Employer Contributions

   By metsfan026, Tuesday at 03:01 PM
   • 6 replies
   • 444 views
   • 
   • CuseFan
   • Wednesday at 06:10 PM

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

   By Tom, Tuesday at 01:19 PM
   • 8 replies
   • 456 views
   • 
   • Artie M
   • Wednesday at 06:06 PM

8. Failing ADP Test as a tax strategy

   By TPApril, Tuesday at 03:47 AM
   • 3 replies
   • 297 views
   • 
   • jsample
   • Tuesday at 09:18 PM

9. ADP/ACP Correction After Distribution

   By Shawn T, February 27   

   • adp/acp
   • 4 replies
   • 539 views
   • 
   • ConnieStorer
   • Tuesday at 02:03 PM

10. Rigid match not funded correctly

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

11. VCP program

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

12. LTPT deferrals included in average benefits testing?

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

13. ADP/ACP Correction Question

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

14. Top Heavy Testing Question

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

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

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

16. Section 125 Pay reporting

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

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

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

18. W-2 Comp w/Sec125

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

19. auto enrollment required?

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

20. 5500-EZ Penalty Relief Program--Question

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

21. adding safe harbor match to profit sharing plan

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

22. Payroll companies and tiered matches

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

23. Tax Withholding on a 402(g) Refund

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

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

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

25. Discretionary Match

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

26. HCE Allocations in Failed ACP Test

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

27. Roth catchup and a pooled plan

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

28. Correction of Late Safe Harbor Matching Contributions Required?

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

29. Funding Profit Sharing Contributions Throughout the Year

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

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

    By metsfan026, February 9
    • 5 replies
    • 7.5k views
    • 
    • Artie M
    • February 10

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

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

32. SECURE 2.0 Roth catch-ups

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

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

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

34. How do Conversions work? In extremely granular detail.

    By friedliver, February 5
    • 6 replies
    • 656 views
    • 
    • Peter Gulia
    • February 6

35. Correcting a plan limit failure with Roth + pre-tax ED

    By roy819, February 4
    • 8 replies
    • 595 views
    • 
    • Bri
    • February 5

36. switching from 5500-SF to full 5500

    By Pixie, February 4
    • 1 reply
    • 292 views
    • 
    • RatherBeGolfing
    • February 4

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

    By DDB BN, January 29
    • 10 replies
    • 1.2k views
    • 
    • Lucky32
    • February 3

38. 402(g) Excess When Deferrals Not Deposited

    By OrderOfOps, January 28
    • 2 replies
    • 438 views
    • 
    • Artie M
    • January 30

39. rmd 1st RMD and plan term same year

    By JulesInCNY, January 29   

    • plan term
    • 2 replies
    • 346 views
    • 
    • JustSayin
    • January 30

40. SECURE 2.0 Section 603 - another Roth catch-up question

    By WCC, January 28
    • 4 replies
    • 929 views
    • 
    • C. B. Zeller
    • January 30

41. 1099-R codes for excess deferrals and attributable income that is being distributed 4 years after the excess deferrals

    By Sami Nasser, January 21
    • 2 replies
    • 664 views
    • 
    • Artie M
    • January 29

42. New CODA Provisions For Existing Profit Sharing Plan

    By Lucky32, January 28
    • 1 reply
    • 239 views
    • 
    • WCC
    • January 28

43. RMD and CARES Act

    By casey72, January 27
    • 1 reply
    • 388 views
    • 
    • CuseFan
    • January 28

44. Sole-prop - deferral election

    By Jakyasar, January 28
    • 1 reply
    • 297 views
    • 
    • CuseFan
    • January 28

45. Does a Solo 401(k) plan’s user know she needs a TPA’s help?

    By Peter Gulia, January 23
    • 17 replies
    • 1.2k views
    • 
    • FormsRstillmylife
    • January 26

46. Enrollment Material Deadlines & MDOs - What are the regs?

    By OrderOfOps, January 23
    • 3 replies
    • 367 views
    • 
    • Peter Gulia
    • January 23

47. Owners Getting Paid via 1099 & Participating in Plan

    By metsfan026, January 15
    • 12 replies
    • 621 views
    • 
    • Bri
    • January 23

48. Considered Compensation from W2

    By ratherbereading, January 7   

    • w2 compensation
    • 5 replies
    • 1.5k views
    • 
    • TPABob
    • January 21

49. exclude SOME union employees?

    By AlbanyConsultant, January 16
    • 3 replies
    • 620 views
    • 
    • CuseFan
    • January 19

50. Excluded Employee - Top Heavy

    By Vlad401k, January 15
    • 4 replies
    • 425 views
    • 
    • John Feldt ERPA CPC QPA
    • January 18