Jump to content

401(k) Plans

19,482 topics in this forum

  1. missed deferral opportunity at start of plan - no NHCEs deferred

    By AlbanyConsultant,
    • 14 replies
    • 456 views

  2. Remove EACA mid-year - removing ALL deferrals

    By justanotheradmin,
    • 1 reply
    • 152 views

  3. Form 8868 for 5330 extension

    By TPApril,
    • 2 replies
    • 233 views

  4. H4 visa - are you an employee?

    By AlbanyConsultant,
    • 3 replies
    • 243 views

  5. participant options in a stock sale

    By AlbanyConsultant,
    • 4 replies
    • 271 views

  6. Paychex Policy Requiring January 1 Plan Effective Date for New Plans

    By Micks,
    • 5 replies
    • 590 views

  7. Extensions for Plans Adopted After 12/31

    By metsfan026,
    • 3 replies
    • 314 views

  8. Required Roth Catchup and 415 limits

    By BenefitsJayne,
    • 1 reply
    • 205 views

  9. Deemed Loans

    By 401Karina,
    • 14 replies
    • 4.9k views

  10. Separate Trust Document - Not a Requirement?

    By MrsMacias,
    • 4 replies
    • 249 views

  11. SECURE 2.0 - Roth Catch-Up for HPEs - Correction

    By Vlad401k,
    • 3 replies
    • 290 views

  12. Plan in and out of MEP with 5500SF reporting issues

    By D Lewis,
    • 0 replies
    • 155 views

  13. Timing of Hours for Vesting

    By effingeh,
    • 8 replies
    • 779 views

  14. 5500 for first year of a spin off plan

    By D Lewis,
    • 2 replies
    • 274 views

  15. Deemed Distribution Made in Error

    By Lauren0507,
    • 6 replies
    • 587 views

  16. Non-Standard Safe Harbor Match

    By metsfan026,
    • 2 replies
    • 491 views

  17. Missed Match versus True-Up and related Earnings

    By effingeh,
    • 5 replies
    • 351 views

  18. Maximizing annual addition when 401(k) not maximized

    By drakecohen,
    • 2 replies
    • 556 views

  19. Part time ee to independent contractor & vesting/partial termination?

    By TPApril,
    • 8 replies
    • 693 views

  20. 2023 IRS Audits

    By Mallory H,
    • 3 replies
    • 444 views

  21. Top Heavy Balance with ER Contribution after the end of the plan year

    By justatester,
    • 2 replies
    • 322 views

  22. SCP, VFCP, or None of the Above

    By Catch22PGM,   
    • 5 replies
    • 695 views

  23. Contributions after asset sale by ineligible employer

    By 30Rock,
    • 8 replies
    • 554 views

  24. what to do without newsletters!?

    By casey72,
    • 1 reply
    • 203 views

  25. Loan Payments on W-2 as Roth

    By Kattdogg12,
    • 4 replies
    • 359 views

  26. How long to keep documents relating to 401(k)?

    By Miles Leech,
    • 6 replies
    • 586 views

  27. Deemed Distribution - Good test question for the pension geeks!

    By Brenda Wren,
    • 10 replies
    • 830 views

  28. Late Contribution Correction Question

    By khn,
    • 4 replies
    • 539 views

  29. Roth Recharacterization timing for ADP failures

    By ComplianceGeek,
    • 0 replies
    • 277 views

  30. SH 3% – Can We Exclude a W-2 Contractor Mid-Year?

    By kimso,
    • 8 replies
    • 679 views

  31. minimal underpmt of 401(k), but participant already termed & distributed

    By TPApril,
    • 7 replies
    • 813 views

  32. HCE requests full distribution but plan always fails ADP

    By Lou81,
    • 4 replies
    • 622 views

  33. Correcting Excess Investment Advisor Fees Charged to Participant Accounts

    By Footnote12,   
    • 1 reply
    • 447 views

  34. Self Employed, 2 businesses, 415 limit

    By LMK TPA,
    • 8 replies
    • 659 views

  35. Safe Harbor vs Solo 401k Conversion

    By bluehavana2,
    • 10 replies
    • 2.5k views

  36. Different Types of Profit Sharing Plans?

    By mming,
    • 1 reply
    • 381 views

  37. Changing Eligibility... and then again

    By Basically,
    • 2 replies
    • 677 views

  38. Participant Loans 101

    By austin3515,
    • 6 replies
    • 6.9k views

  39. Ambiguous Beneficiary Designation -- Time for Interpleader?

    By Interested Party,
    • 9 replies
    • 730 views

  40. Updated Safe Harbor Notice for Comp exclusion required when Notice language not directly impacted?

    By Abby N,
    • 4 replies
    • 499 views

  41. Active Employee Showing as Terminated — Eligibility File Correction Process

    By Itsamario,   
    • 2 replies
    • 535 views

  42. 401(k) Provisions added to Profit Sharing Plan effective 8/1/2026

    By Dougsbpc,
    • 1 reply
    • 478 views

  43. Dual eligibility for different classes

    By 30Rock,
    • 8 replies
    • 603 views

  44. Compensation Ratio Testing - Pre-entry Compensation

    By ERISAtoday,
    • 0 replies
    • 302 views

  45. SECURE 2.0 Model Amendments

    By youngbenefitslawyer,
    • 1 reply
    • 372 views

  46. Using own forfeiture for own top heavy min

    By TPApril,
    • 13 replies
    • 1.1k views

  47. Participant Fee Disclosures

    By Pammie57,
    • 4 replies
    • 811 views

  48. Leased Employees- Partial Plan Termination

    By Coleboy1,
    • 2 replies
    • 575 views

  49. Is there a missed deferral opportunity?

    By PensionPro,
    • 5 replies
    • 563 views

  50. 401k Plan Referral with No Plan Document In Place

    By Emily,
    • 7 replies
    • 972 views
×
×
  • Create New...