401(k) Plans

19,413 topics in this forum

1. 401k Plan with Discretionary PS - ok to disregard Failed Gateway?

   By TripleDoubleStamp, April 28
   • 3 replies
   • 256 views
   • 
   • BG5150
   • May 1

2. Switching from participant directed to pooled account

   By Jakyasar, April 30
   • 1 reply
   • 223 views
   • 
   • Bri
   • April 30

3. Rehire - Consecutive Service

   By TH 401k, April 28
   • 3 replies
   • 324 views
   • 
   • Artie M
   • April 29

4. CPA firm using an APS model

   By D Lewis, April 27
   • 3 replies
   • 300 views
   • 
   • FORMER ESQ.
   • April 29

5. Date of Entry

   By 52626, April 28
   • 5 replies
   • 334 views
   • 
   • Gilmore
   • April 28

6. 401K PLAN ELIGIBLE, COMPANY NEGLECTED TO OFFER

   By Mimi, April 24
   • 9 replies
   • 459 views
   • 
   • Mimi
   • April 28

7. Self Employed Individual with Net Income of Zero

   By DPSRich, April 27
   • 2 replies
   • 410 views
   • 
   • DPSRich
   • April 28

8. Employer Roth Contributions

   By Tom, April 27
   • 2 replies
   • 433 views
   • 
   • Artie M
   • April 27

9. Two plans with different eligibility

   By D Lewis, April 22
   • 3 replies
   • 349 views
   • 
   • D Lewis
   • April 27

10. Profit-Sharing Deductibility

    By Bruce1, April 9
    • 4 replies
    • 355 views
    • 
    • Bruce1
    • April 27

11. Beneficiary - Trust

    By TinaW, April 23
    • 1 reply
    • 273 views
    • 
    • Artie M
    • April 24

12. ADP/ACP - QNEC question

    By roy819, April 23
    • 1 reply
    • 373 views
    • 
    • C. B. Zeller
    • April 24

13. Tricky Rehire Question

    By HTO, April 23
    • 2 replies
    • 308 views
    • 
    • Paul I
    • April 24

14. Starting Up a 401k Plan After Terminating a DB Plan

    By mming, April 22
    • 1 reply
    • 298 views
    • 
    • Bill Presson
    • April 22

15. Previously Frozen Plan Restated into Active 401k: Rehired Employee Eligible?

    By cheersmate, April 10
    • 11 replies
    • 534 views
    • 
    • Paul I
    • April 22

16. Adding SH to plan mid-year, any good resources

    By BG5150, April 21
    • 3 replies
    • 320 views
    • 
    • C. B. Zeller
    • April 21

17. Insurance contract payment made to Trustee

    By BG5150, April 17
    • 6 replies
    • 674 views
    • 
    • ErnieG
    • April 20

18. Two 401(k) Plans Under Common Ownership – 410(b) and ADP Testing

    By notapensiongeek, April 14
    • 6 replies
    • 455 views
    • 
    • rocknrolls2
    • April 16

19. Return of excess deferral... Prepare a 1099-R for 2025?

    By Basically, April 10
    • 7 replies
    • 409 views
    • 
    • R Griffith
    • April 14

20. Complicated question on 401k Compensation and Stock Compensation

    By MD-Benefits Guy, April 10
    • 2 replies
    • 431 views
    • 
    • Artie M
    • April 14

21. 1065 K1 Partners / Schedule C Proprietors / Plan Assets

    By austin3515, April 10
    • 10 replies
    • 374 views
    • 
    • Peter Gulia
    • April 11

22. opting out... but failing 410b

    By AlbanyConsultant, April 7
    • 18 replies
    • 932 views
    • 
    • AlbanyConsultant
    • April 10

23. Who Files Form 945

    By ratherbereading, April 9
    • 2 replies
    • 732 views
    • 
    • Paul I
    • April 9

24. S-Corp Health Ins--plan comp?

    By BG5150, April 8
    • 3 replies
    • 306 views
    • 
    • Peter Gulia
    • April 8

25. Immediate Vesting - BRF Issue?

    By Vlad401k, April 6
    • 5 replies
    • 714 views
    • 
    • Artie M
    • April 7

26. US Citizens Working for Foreign Entity

    By OrderOfOps, April 2
    • 2 replies
    • 335 views
    • 
    • Artie M
    • April 6

27. Top- heavy relief included in SECURE 2.0!!

    By austin3515, December 23, 2022
    • 27 replies
    • 4.9k views
    • 
    • 401kology
    • April 6

28. The "Golden Age" of 401(k) Investments

    By austin3515, March 30
    • 15 replies
    • 762 views
    • 
    • Peter Gulia
    • April 4

29. E*TRADE PROTOTYPE STANDARD PSP

    By Gina Alsdorf, March 31
    • 9 replies
    • 436 views
    • 
    • Jakyasar
    • April 3

30. Deferrals Made Before Employee Was a Participant

    By mming, April 1
    • 3 replies
    • 525 views
    • 
    • John Feldt ERPA CPC QPA
    • April 3

31. employer contributions Roth employer contributions - Availability & Scope of practice advice

    By Miles Leech, April 1
    • 5 replies
    • 581 views
    • 
    • Kac1214
    • April 2

32. HPI and lowering S-corp owner's W-2 compensation

    By AlbanyConsultant, March 26
    • 7 replies
    • 799 views
    • 
    • AlbanyConsultant
    • April 2

33. Correcting Safe Harbor Plan under EPCRS

    By HTO, March 31
    • 2 replies
    • 656 views
    • 
    • HTO
    • April 1

34. Incorrect 401k contribution - mistake of fact

    By roy819, March 30
    • 3 replies
    • 857 views
    • 
    • BG5150
    • March 30

35. No Match on Catch Up with Separate Elections

    By 401kology, March 27   

    • catch-up
    • 3 replies
    • 680 views
    • 
    • acm_acm
    • March 30

36. Eligibility - Hours per Month Requirement

    By Vlad401k, March 26
    • 6 replies
    • 411 views
    • 
    • Bill Presson
    • March 26

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

    By blguest, March 25   

    • historical data
    • 5 replies
    • 492 views
    • 
    • david rigby
    • March 26

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

    By DDB BN, March 19
    • 6 replies
    • 1.1k views
    • 
    • Appleby
    • March 22

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

    By DDB BN, January 29
    • 11 replies
    • 2.8k views
    • 
    • FORMER ESQ.
    • March 21

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

    By roy819, March 18
    • 3 replies
    • 1.1k views
    • 
    • CuseFan
    • March 19

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

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

42. Mid year amendment to safe harbor plan

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

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

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

44. 401(a)(4) test on an Excel spreadsheet

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

45. Controlled Group ADP/ACP Testing

    By msmith, March 12, 2009
    • 9 replies
    • 9.7k views
    • 
    • M_2015
    • March 17

46. 5330 Filings

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

47. Independent Contractor turned Employee

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

48. Mid Year Plan Merger

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

49. Notice for Missed Deferral Opportunity

    By mming, March 9
    • 5 replies
    • 1.1k views
    • 
    • Artie M
    • March 13

50. Missed Match - Included in Testing?

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