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401(k) Plans

19,275 topics in this forum

  1. RMDs from Roth Accountss

    By austin3515,
    • 3 replies
    • 509 views

  2. Large plan delinquent deposit determination

    By TPApril,
    • 9 replies
    • 1.1k views

  3. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 727 views

  4. Secure 2.0 Question

    By KevinMc,
    • 2 replies
    • 672 views

  5. QACA Safe Harbor Match - and Cash Tips - how to apply def %

    By justanotheradmin,
    • 0 replies
    • 315 views

  6. Terminating from a PEP

    By Keith Lowery,
    • 13 replies
    • 2.6k views

  7. Solo 401(k)

    By Dobber,
    • 1 reply
    • 410 views

  8. Late Filing - IRS Letter

    By kimso,
    • 1 reply
    • 507 views
    • WCC
    • WCC

  9. Failure to Deposit Elective Deferrals - SCP or VCP

    By John K,
    • 1 reply
    • 462 views

  10. Definition of Compensation - excluding gift cards

    By Tom,
    • 2 replies
    • 599 views

  11. Mandatory Distributions

    By Tom,
    • 1 reply
    • 417 views

  12. Contributing to Wholly Owned Subsidiary

    By khn,
    • 0 replies
    • 537 views
    • khn
    • khn

  13. Amend PSP into SHMatching 401k 99 days prior to year end

    By cheersmate,
    • 2 replies
    • 587 views

  14. Coverage and Rate Group Testing

    By justatester,
    • 1 reply
    • 397 views

  15. Vesting question - elapsed time

    By Tom,
    • 4 replies
    • 921 views
    • Tom
    • Tom

  16. 404(a)(5) disclosure notice

    By Santo Gold,
    • 3 replies
    • 1.2k views

  17. Nondiscrimination testing re the TIMING of contributions to two different groups

    By Belgarath,
    • 1 reply
    • 424 views

  18. Hurricane Relief

    By DocumentDiva,
    • 6 replies
    • 939 views

  19. New Plan Filing Requirements

    By KevinMc,
    • 1 reply
    • 448 views

  20. Form 5500 Question

    By XCAL78,
    • 2 replies
    • 526 views

  21. Forced "secondary" Distributions

    By Lou81,   
    • 0 replies
    • 630 views

  22. Unlawful to take In-Service withdrawal before 59.5?

    By John K,
    • 3 replies
    • 812 views

  23. ADP Testing Question (prior year subgroups)

    By roy819,
    • 0 replies
    • 334 views

  24. Voluntary Contribution and Roth Conversion

    By Basically,
    • 11 replies
    • 1.1k views

  25. 5500 For PEP

    By Keith Lowery,
    • 2 replies
    • 460 views

  26. Wrongly distributed 401K post death

    By Executor,
    • 4 replies
    • 794 views

  27. Form 5500 Schedule I Question (Late Contributions)

    By metsfan026,
    • 0 replies
    • 315 views

  28. Revised ADP test over-refunded

    By Tom,
    • 0 replies
    • 355 views
    • Tom
    • Tom

  29. Do Statutory Employees who get a W-2 count as employees for auto enrollment purposes

    By Will.I.Am,
    • 3 replies
    • 763 views

  30. Is Federal Tax withholding required on RMD?

    By Tom,
    • 3 replies
    • 1k views

  31. Are Safe Harbors plans required to pass ACP testing if a plan has After Tax Contributions enabled?

    By FFF0999,   
    • 4 replies
    • 2.3k views

  32. Signing Form 5500

    By metsfan026,
    • 3 replies
    • 559 views

  33. ERISA Bond, Best Practices

    By Bruce1,
    • 4 replies
    • 580 views

  34. Withdrawal my 401 k funds

    By Henry clay,   
    • 2 replies
    • 297 views

  35. Mid year conversion of SIMPLE to 401(k) Safe Harbor

    By Keith Lowery,
    • 2 replies
    • 402 views

  36. QSLP's

    By Belgarath,
    • 2 replies
    • 373 views

  37. Compensation cap for match--payroll basis?

    By BG5150,
    • 6 replies
    • 1.1k views

  38. Can the cash value of a life insurance policy be rolled over to a 401K?

    By Scott Reed,   
    • 3 replies
    • 4.1k views

  39. May a plan exclude an intern (even if she met LTPT conditions)?

    By Peter Gulia,
    • 1 reply
    • 939 views

  40. Plan Mergers/Controlled Group

    By KevinMc,
    • 1 reply
    • 753 views

  41. QNEC and maxed deferrals

    By Keith Lowery,
    • 6 replies
    • 917 views

  42. adding wife of owner

    By Pixie,
    • 3 replies
    • 1.1k views

  43. SCP-exclusion form deferral opportunity for HCE under safe harbor nonelective 401(k)

    By Draper55,
    • 0 replies
    • 243 views

  44. do deferrals refunded due to zero net s/e comp trigger TH minimum?

    By AlbanyConsultant,
    • 2 replies
    • 478 views

  45. Can an ER deposit lost earnings if deferrals were segregated but not invested?

    By OrderOfOps,
    • 4 replies
    • 770 views

  46. Does a recordkeeper inform a plan sponsor about the long-term-part-time provision?

    By Peter Gulia,
    • 4 replies
    • 865 views

  47. Processing delays with Nationwide

    By AndyH,
    • 13 replies
    • 6.5k views

  48. Increased Catch-up in 2025 - Optional?

    By Gilmore,
    • 1 reply
    • 1k views

  49. Employer contributions as Roth

    By ACK,
    • 4 replies
    • 1.2k views

  50. plan with no value - how to complete 5500-EZ?

    By AlbanyConsultant,
    • 7 replies
    • 949 views
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